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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 2,792 | $920.8K | 0.36% | +886+46.5% | Added |
| Hancock Whitney Corp | 2,789 | $919.8K | 0.03% | +221+8.6% | Added |
| Creekside Partners | 2,778 | $916.3K | 0.48% | +2+0.1% | Added |
| KLCM Advisors, Inc. | 2,777 | $915.9K | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 2,769 | $913.3K | 0.65% | +155+5.9% | Added |
| Sittner & Nelson, LLC | 2,766 | $912.3K | 0.39% | +10.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,755 | $908.6K | 0.25% | −47−1.7% | Reduced |
| Saxon Interests, Inc. | 2,752 | $907.5K | 0.42% | −539−16.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,751 | $907.4K | 0.20% | +1,281+87.1% | Added |
| Prosperitas Financial LLC | 2,751 | $907.2K | 0.47% | −59−2.1% | Reduced |
| Trace Wealth Advisors, LLC | 2,750 | $907.0K | 0.81% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,748 | $906.3K | 0.47% | −204−6.9% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,145 | $906.1K | 0.39% | +35+1.1% | Added |
| Audent Global Asset Management, LLC | 2,747 | $906.0K | 0.75% | +1,261+84.9% | Added |
| Synergy Financial Management, LLC | 2,747 | $906.0K | 0.11% | +10.0% | Added |
| Tradition Wealth Management, LLC | 2,739 | $903.3K | 0.08% | +43+1.6% | Added |
| Key Financial Inc | 2,738 | $903.0K | 0.20% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,733 | $901.3K | 0.32% | −47−1.7% | Reduced |
| Titleist Asset Management, LLC | 2,732 | $901.0K | 0.10% | −330−10.8% | Reduced |
| Herold Advisors, Inc. | 2,730 | $900.4K | 0.20% | +649+31.2% | Added |
| Joel Isaacson & Co., LLC | 2,729 | $900.1K | 0.04% | +10.0% | Added |
| Washington Trust Advisors, Inc. | 2,726 | $899.0K | 0.08% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,718 | $896.4K | 0.31% | +80+3.0% | Added |
| Somerville Kurt F | 2,715 | $895.4K | 0.16% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,911 | $893.3K | 0.58% | −52−1.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,702 | $891.1K | 0.49% | −380−12.3% | Reduced |
| Waycross Partners, LLC | 2,700 | $890.5K | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,700 | $890.5K | 0.78% | +45+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,699 | $890.1K | 0.03% | +18+0.7% | Added |
| China Universal Asset Management Co., Ltd. | 2,683 | $884.9K | 0.08% | +282+11.7% | Added |
| Verus Capital Partners, LLC | 2,680 | $883.7K | 0.09% | −72−2.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,436 | $883.7K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,672 | $881.1K | 0.11% | −83−3.0% | Reduced |
| Capital Planning Advisors, LLC | 2,668 | $879.9K | 0.14% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,661 | $877.6K | 0.31% | +94+3.7% | Added |
| TRUE Private Wealth Advisors | 2,661 | $877.6K | 0.11% | −66−2.4% | Reduced |
| Coastal Investment Advisors, Inc. | 2,658 | $876.6K | 0.40% | +270+11.3% | Added |
| Baring Financial LLC | 2,655 | $875.7K | 0.74% | +249+10.3% | Added |
| Eagle Bluffs Wealth Management LLC | 2,652 | $874.6K | 0.46% | −42−1.6% | Reduced |
| Generali Investments, Management Co LLC | 2,650 | $874.0K | 0.25% | +223+9.2% | Added |
| Gleason Group, Inc. | 2,649 | $873.6K | 0.16% | −404−13.2% | Reduced |
| DMG Group, LLC | 2,648 | $873.3K | 0.71% | −488−15.6% | Reduced |
| Redwood Wealth Management Group, LLC | 2,644 | $872.0K | 0.44% | +23+0.9% | Added |
| Ted Buchan & Co | 2,641 | $871.0K | 0.41% | −70−2.6% | Reduced |
| Ullmann Financial Group, Inc. | 2,641 | $871.0K | 0.12% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,640 | $870.7K | 0.23% | −22−0.8% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $869.7K | 1.28% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,634 | $868.7K | 0.10% | −10−0.4% | Reduced |
| Klingenstein Fields & Co LP | 2,626 | $866.1K | 0.04% | −17−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,621 | $864.5K | 0.08% | +13+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 2,618 | $863.4K | 0.25% | +3+0.1% | Added |
| Aviso Wealth Management | 2,616 | $862.8K | 0.46% | +579+28.4% | Added |
| Palumbo Wealth Management LLC | 2,615 | $862.5K | 0.29% | +61+2.4% | Added |
| Kercheville Advisors, LLC | 2,612 | $861.4K | 0.35% | +112+4.5% | Added |
| CVA Family Office, LLC | 2,609 | $860.3K | 0.13% | +180+7.4% | Added |
| Brookwood Investment Group LLC | 2,608 | $860.1K | 0.15% | +2,608 | New |
| Capital Advantage, Inc. | 2,371 | $860.0K | 0.16% | 00.0% | Unchanged |
| Plancorp, LLC | 2,600 | $857.6K | 0.03% | +145+5.9% | Added |
| Lineweaver Wealth Advisors, LLC | 2,583 | $853.1K | 0.15% | +2,583 | New |
| Northstar Group, Inc. | 2,586 | $853.0K | 0.14% | 00.0% | Unchanged |
| KKM Financial LLC | 2,590 | $850.3K | 0.36% | −19−0.7% | Reduced |
| Goldstone Financial Group, LLC | 2,573 | $848.5K | 0.13% | +531+26.0% | Added |
| Legacy Capital Group California, Inc. | 2,568 | $846.9K | 0.29% | −1,413−35.5% | Reduced |
| Heritage Wealth Advisors | 2,568 | $846.9K | 0.04% | −2−0.1% | Reduced |
| Atwood & Palmer Inc | 2,565 | $845.9K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,562 | $844.9K | 0.06% | +356+16.1% | Added |
| Rational Advisors LLC | 2,557 | $843.3K | 0.09% | +882+52.7% | Added |
| Diversified Enterprises, LLC | 2,556 | $842.9K | 0.07% | +325+14.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,847 | $842.1K | 0.01% | −7−0.2% | Reduced |
| Visionary Wealth Advisors | 2,552 | $841.7K | 0.05% | −60−2.3% | Reduced |
| Cortland Associates Inc | 2,549 | $841.0K | 0.10% | +3+0.1% | Added |
| Heck Capital Advisors, LLC | 2,547 | $840.0K | 0.09% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,547 | $840.0K | 0.04% | +556+27.9% | Added |
| Aspiriant, LLC | 2,545 | $839.5K | 0.03% | +77+3.1% | Added |
| BOS Asset Management, LLC | 2,545 | $839.3K | 0.29% | −18−0.7% | Reduced |
| PDS Planning, Inc | 2,543 | $838.7K | 0.07% | +173+7.3% | Added |
| Stableford Capital II LLC | 2,837 | $834.8K | 0.35% | +360+14.5% | Added |
| Beverly Hills Private Wealth, LLC | 2,531 | $834.7K | 0.17% | +81+3.3% | Added |
| SMART Wealth LLC | 2,531 | $834.6K | 0.30% | +257+11.3% | Added |
| First Command Advisory Services, Inc. | 2,529 | $834.1K | 0.01% | −102−3.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,524 | $832.4K | 0.06% | −30−1.2% | Reduced |
| Prestige Wealth Management Group LLC | 2,522 | $831.8K | 0.18% | +9+0.4% | Added |
| Greenwich Wealth Management LLC | 2,517 | $830.0K | 0.06% | +151+6.4% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,525 | $827.9K | 0.85% | −456−15.3% | Reduced |
| Sentinus, LLC | 2,509 | $827.4K | 0.23% | +230+10.1% | Added |
| L.M. Kohn & Company | 2,505 | $826.3K | 0.22% | −144−5.4% | Reduced |
| Copperwynd Financial, LLC | 2,504 | $825.8K | 0.23% | +462+22.6% | Added |
| Wealth Watch Advisors, INC | 3,692 | $825.5K | 0.67% | +1,153+45.4% | Added |
| Winebrenner Capital Management LLC | 2,500 | $824.5K | 0.74% | −140−5.3% | Reduced |
| Disciplined Equity Management, Inc. | 2,500 | $824.5K | 0.57% | −40−1.6% | Reduced |
| Sippican Capital Advisors | 2,500 | $824.5K | 0.62% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $824.5K | 0.61% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,943 | $824.3K | 0.19% | +2+0.1% | Added |
| Talon Private Wealth, LLC | 2,495 | $822.7K | 0.11% | +2,421+3,271.6% | Added |
| Puzo Michael J | 2,490 | $821.2K | 0.24% | −220−8.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,489 | $820.9K | 0.15% | +972+64.1% | Added |
| Contravisory Investment Management, Inc. | 2,485 | $819.6K | 0.17% | −19,545−88.7% | Reduced |
| Quantbot Technologies LP | 2,484 | $819.2K | 0.03% | −88−3.4% | Reduced |
| BluePath Capital Management, LLC | 2,460 | $811.3K | 0.84% | −596−19.5% | Reduced |
| Seelaus Asset Management LLC | 2,453 | $809.0K | 0.77% | 00.0% | Unchanged |