Caterpillar Inc
CAT- Exchange
- NYSE
- Industry
- Construction Machinery & Equip
- SEC CIK
- 0000018230
In the last 90 days, Caterpillar Inc insiders filed 0 open-market purchases and 1 sale; 4,070 institutions reported holding it in 13F filings for Q2 2026, worth $351.1B in total; 5 superinvestors hold it, including Gates Foundation Trust and Markel Group.
13F holders, Q1 2025
Institutional positions in Caterpillar Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,902
- −53 vs. Q4 2024
- Shares held
- 330.7M
- −6.86M (−2.0%) vs. Q4 2024
- Total value
- $109.0B
- −$13.4B (−11.0%) vs. Q4 2024
- New holders
- 151
- 1,180 more added
- Sold out
- 204
- 1,120 more reduced
54 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Total Investment Management Inc | 3,390 | $1.12M | 0.15% | −5−0.1% | Reduced |
| J. W. Coons Advisors, LLC | 3,380 | $1.11M | 0.29% | −100−2.9% | Reduced |
| Grimes & Company, Inc. | 3,351 | $1.11M | 0.03% | −3−0.1% | Reduced |
| Mendel Money Management | 3,344 | $1.10M | 0.52% | +7+0.2% | Added |
| FIL Ltd | 3,344 | $1.10M | 0.00% | +2,230+200.2% | Added |
| Abacus Planning Group, Inc. | 3,343 | $1.10M | 0.19% | +446+15.4% | Added |
| Advisor OS, LLC | 3,334 | $1.10M | 0.13% | −628−15.9% | Reduced |
| Hudson Bay Capital Management LP | 3,312 | $1.09M | 0.01% | +3,312 | New |
| Boston Family Office LLC | 3,302 | $1.09M | 0.08% | +10.0% | Added |
| ABN AMRO Bank N.V. | 3,302 | $1.09M | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 3,282 | $1.08M | 0.52% | −2,310−41.3% | Reduced |
| Orca Wealth Management, LLC | 3,278 | $1.08M | 0.97% | −2−0.1% | Reduced |
| Founders Financial Alliance, LLC | 3,265 | $1.08M | 0.26% | +263+8.8% | Added |
| Keynote Financial Services LLC | 3,260 | $1.08M | 0.77% | +41+1.3% | Added |
| LexAurum Advisors, LLC | 3,251 | $1.07M | 0.21% | +4+0.1% | Added |
| Trustmark National Bank Trust Department | 3,248 | $1.07M | 0.08% | −69−2.1% | Reduced |
| RDA Financial Network | 3,245 | $1.07M | 0.32% | +298+10.1% | Added |
| Montecito Bank & Trust | 3,244 | $1.07M | 0.19% | +9+0.3% | Added |
| Alexander Labrunerie & Co., Inc. | 3,242 | $1.07M | 0.46% | −136−4.0% | Reduced |
| Cadent Capital Advisors, LLC | 3,239 | $1.07M | 0.41% | +524+19.3% | Added |
| GKV Capital Management Co., Inc. | 3,230 | $1.07M | 0.53% | −100−3.0% | Reduced |
| Auxier Asset Management | 3,230 | $1.07M | 0.16% | 00.0% | Unchanged |
| Well Done, LLC | 2,928 | $1.06M | 0.19% | +13+0.4% | Added |
| Constitution Capital LLC | 3,218 | $1.06M | 0.59% | +900+38.8% | Added |
| Richwood Investment Advisors, LLC | 3,213 | $1.06M | 0.90% | +543+20.3% | Added |
| Telos Capital Management, Inc. | 3,211 | $1.06M | 0.12% | +40+1.3% | Added |
| Mizuho Markets Americas LLC | 3,203 | $1.06M | 0.02% | −3,756−54.0% | Reduced |
| Provenance Wealth Advisors, LLC | 3,196 | $1.05M | 0.15% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 3,191 | $1.05M | 0.08% | −108−3.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3,174 | $1.05M | 1.58% | +3,174 | New |
| Benin Management CORP | 3,165 | $1.04M | 0.30% | +68+2.2% | Added |
| Fox Hill Wealth Management | 3,160 | $1.04M | 0.62% | +1,907+152.2% | Added |
| Taurus Asset Management, LLC | 3,158 | $1.04M | 0.11% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3,397 | $1.04M | 0.45% | +2,214+187.2% | Added |
| Evoke Wealth, LLC | 3,154 | $1.04M | 0.03% | −89−2.7% | Reduced |
| Tiemann Investment Advisors, LLC | 3,154 | $1.04M | 0.47% | −110−3.4% | Reduced |
| Chilton Capital Management LLC | 3,143 | $1.04M | 0.04% | −823−20.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,136 | $1.03M | 0.09% | −1,653−34.5% | Reduced |
| First County Bank | 3,111 | $1.03M | 0.57% | +86+2.8% | Added |
| Machina Capital S.A.S. | 3,104 | $1.02M | 0.30% | +3,104 | New |
| Prosperity Consulting Group, LLC | 3,103 | $1.02M | 0.08% | −232−7.0% | Reduced |
| Buck Wealth Strategies, LLC | 3,097 | $1.02M | 0.19% | +973+45.8% | Added |
| Stiles Financial Services Inc | 3,096 | $1.02M | 0.39% | +216+7.5% | Added |
| Menard Financial Group LLC | 3,174 | $1.02M | 0.67% | +32+1.0% | Added |
| Traphagen Investment Advisors LLC | 3,082 | $1.02M | 0.11% | −22−0.7% | Reduced |
| Agf Management Ltd | 3,074 | $1.01M | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,053 | $1.01M | 0.30% | +43+1.4% | Added |
| Sage Mountain Advisors LLC | 3,052 | $1.01M | 0.07% | +421+16.0% | Added |
| White Lighthouse Investment Management Inc. | 3,041 | $1.00M | 0.18% | +490+19.2% | Added |
| Graham Capital Management, L.P. | 3,032 | $1.00M | 0.03% | +3,032 | New |
| Forte Capital LLC | 3,026 | $998.0K | 0.12% | +1,292+74.5% | Added |
| Ironwood Investment Counsel, LLC | 3,020 | $996.2K | 0.17% | +96+3.3% | Added |
| Vermillion Wealth Management, Inc. | 3,020 | $996.1K | 0.29% | +8+0.3% | Added |
| TD Private Client Wealth LLC | 3,020 | $996.0K | 0.03% | +69+2.3% | Added |
| Apella Capital, LLC | 3,293 | $991.3K | 0.03% | +2,455+293.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $989.4K | 0.31% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $989.4K | 0.20% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,000 | $989.0K | 0.32% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,989 | $985.8K | 0.33% | +2,989 | New |
| Howard Capital Management Inc. | 2,987 | $985.1K | 0.02% | −369−11.0% | Reduced |
| High Net Worth Advisory Group LLC | 2,976 | $981.9K | 0.28% | −162−5.2% | Reduced |
| Brucke Financial, Inc. | 3,164 | $978.6K | 0.85% | +6+0.2% | Added |
| Aspen Investment Management Inc | 2,966 | $978.0K | 0.45% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,963 | $977.3K | 0.02% | +10.0% | Added |
| Monograph Wealth Advisors, LLC | 2,959 | $975.9K | 0.13% | −96−3.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,959 | $975.9K | 0.78% | +41+1.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,916 | $972.9K | 0.03% | −1,887−39.3% | Reduced |
| First Heartland Consultants, Inc. | 2,944 | $971.1K | 0.10% | −314−9.6% | Reduced |
| Lion Street Advisors, LLC | 2,942 | $970.3K | 0.31% | −2−0.1% | Reduced |
| Harfst & Associates, Inc. | 2,941 | $969.9K | 0.22% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,277 | $969.3K | 0.33% | −191−5.5% | Reduced |
| Keel Point, LLC | 2,929 | $966.1K | 0.08% | +218+8.0% | Added |
| Washburn Capital Management, Inc. | 2,924 | $964.5K | 0.63% | +25+0.9% | Added |
| Wealth Effects LLC | 2,922 | $963.8K | 0.40% | −39−1.3% | Reduced |
| Claris Advisors, LLC | 2,922 | $963.7K | 0.36% | 00.0% | Unchanged |
| US Asset Management LLC | 2,921 | $963.0K | 0.92% | −7−0.2% | Reduced |
| Sawgrass Asset Management LLC | 2,917 | $962.2K | 0.12% | −36−1.2% | Reduced |
| Alexis Investment Partners, LLC | 2,911 | $959.7K | 0.46% | −459−13.6% | Reduced |
| GeoWealth Management, LLC | 2,905 | $958.1K | 0.04% | −418−12.6% | Reduced |
| Premier Path Wealth Partners, LLC | 2,899 | $956.0K | 0.15% | −353−10.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,894 | $954.4K | 0.02% | −2,362−44.9% | Reduced |
| Rogco, LP | 2,890 | $953.1K | 0.38% | −88−3.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,881 | $950.2K | 0.14% | +56+2.0% | Added |
| Elevate Wealth Advisory, Inc | 2,862 | $943.9K | 0.67% | −1,051−26.9% | Reduced |
| Covenant Asset Management, LLC | 2,862 | $943.9K | 0.24% | −13−0.5% | Reduced |
| Mechanics Financial Corp | 2,861 | $943.6K | 0.43% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,860 | $943.2K | 0.06% | +4+0.1% | Added |
| RFP Financial Group LLC | 2,859 | $943.0K | 0.38% | +2+0.1% | Added |
| Chancellor Financial Group WB LP | 2,859 | $942.9K | 0.78% | +4+0.1% | Added |
| Heartwood Wealth Advisors LLC | 2,854 | $941.2K | 0.11% | −50−1.7% | Reduced |
| Compass Ion Advisors, LLC | 2,854 | $941.2K | 0.11% | −107−3.6% | Reduced |
| Tudor Financial Inc. | 2,853 | $941.0K | 0.57% | −25−0.9% | Reduced |
| Kennebec Savings Bank | 2,852 | $940.6K | 1.00% | +127+4.7% | Added |
| Denali Advisors LLC | 2,835 | $935.0K | 0.11% | −17−0.6% | Reduced |
| Ballast, Inc. | 2,826 | $932.0K | 0.26% | −2−0.1% | Reduced |
| Patriot Investment Management Inc. | 2,800 | $923.5K | 0.07% | +10+0.4% | Added |
| Peavine Capital, LLC | 2,800 | $923.4K | 0.24% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,800 | $923.4K | 0.44% | −108−3.7% | Reduced |
| Texas Capital Bancshares Inc | 2,797 | $922.5K | 0.39% | −36−1.3% | Reduced |
| Farmers National Bank | 2,794 | $921.5K | 0.26% | −34−1.2% | Reduced |