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 |
|---|---|---|---|---|---|
| Brasada Capital Management, LP | 2,450 | $808.0K | 0.16% | +2,450 | New |
| Future Fund LLC | 2,446 | $806.7K | 1.04% | +2,446 | New |
| Tidemark, LLC | 2,439 | $804.4K | 0.30% | +129+5.6% | Added |
| Arbor Wealth Advisors LLC | 2,437 | $803.7K | 0.72% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,434 | $803.0K | 0.02% | −10−0.4% | Reduced |
| Elyxium Wealth, LLC | 2,427 | $800.4K | 0.35% | +2,427 | New |
| Pine Haven Investment Counsel, Inc | 2,426 | $800.1K | 0.67% | −85−3.4% | Reduced |
| Chicago Partners Investment Group LLC | 2,497 | $799.8K | 0.03% | +108+4.5% | Added |
| BSW Wealth Partners | 2,425 | $799.6K | 0.12% | −417−14.7% | Reduced |
| Cahill Financial Advisors Inc | 2,422 | $798.8K | 0.11% | +6+0.2% | Added |
| Accredited Wealth Management, LLC | 2,422 | $798.8K | 0.67% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,420 | $798.1K | 0.15% | −230−8.7% | Reduced |
| REDW Wealth LLC | 2,418 | $797.5K | 0.30% | +81+3.5% | Added |
| Quotient Wealth Partners, LLC | 2,410 | $794.7K | 0.03% | −63−2.5% | Reduced |
| Burns J W & Co Inc | 2,405 | $793.2K | 0.10% | −100−4.0% | Reduced |
| Gryphon Financial Partners LLC | 2,400 | $791.5K | 0.11% | +524+27.9% | Added |
| Orrstown Financial Services Inc | 2,396 | $790.2K | 0.19% | −121−4.8% | Reduced |
| Cidel Asset Management Inc | 2,396 | $790.2K | 0.05% | +67+2.9% | Added |
| Marcum Wealth, LLC | 2,392 | $788.9K | 0.07% | −192−7.4% | Reduced |
| Alta Advisers Ltd | 2,391 | $788.6K | 0.34% | +800+50.3% | Added |
| Ci Investments Inc. | 2,385 | $787.0K | 0.00% | −1,119−31.9% | Reduced |
| Grandview Asset Management LLC | 2,387 | $787.0K | 0.30% | +174+7.9% | Added |
| Fortress Wealth Group, LLC | 2,549 | $783.4K | 0.39% | −106−4.0% | Reduced |
| Wimmer Associates 1, LLC | 2,222 | $783.3K | 0.41% | −163−6.8% | Reduced |
| Fermata Advisors, LLC | 2,375 | $783.2K | 0.14% | +544+29.7% | Added |
| 111 Capital | 2,361 | $778.7K | 0.15% | +2,361 | New |
| North Star Asset Management Inc | 2,346 | $773.7K | 0.04% | +85+3.8% | Added |
| Armis Advisers, LLC | 2,403 | $773.6K | 0.07% | +891+58.9% | Added |
| Addison Capital Co | 2,346 | $773.6K | 0.30% | +10.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,345 | $773.4K | 0.23% | +65+2.9% | Added |
| Evermay Wealth Management LLC | 2,345 | $773.3K | 0.10% | −83−3.4% | Reduced |
| 180 Wealth Advisors, LLC | 2,343 | $772.7K | 0.12% | −1,465−38.5% | Reduced |
| E&G Advisors, LP | 2,342 | $772.4K | 0.22% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 2,561 | $770.8K | 0.41% | −190−6.9% | Reduced |
| Bank of Stockton | 2,337 | $770.7K | 0.25% | +374+19.1% | Added |
| Retirement Planning Co of New England, Inc. | 2,335 | $770.2K | 0.39% | +21+0.9% | Added |
| Veracity Capital LLC | 2,328 | $767.8K | 0.30% | −208−8.2% | Reduced |
| GTS Securities LLC | 2,321 | $765.5K | 0.03% | +557+31.6% | Added |
| Guardian Wealth Management, Inc. | 2,316 | $764.0K | 0.51% | −4−0.2% | Reduced |
| Archer Investment Corp | 2,306 | $760.4K | 0.20% | +10.0% | Added |
| Centaurus Financial, Inc. | 2,305 | $760.0K | 0.05% | +184+8.7% | Added |
| Wayfinding Financial, LLC | 2,303 | $759.0K | 0.33% | −15−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 2,300 | $759.0K | 0.12% | −5−0.2% | Reduced |
| Platform Technology Partners | 2,301 | $758.7K | 0.22% | +9+0.4% | Added |
| Reynders McVeigh Capital Management, LLC | 2,297 | $758.0K | 0.04% | −15−0.6% | Reduced |
| Windsor Capital Management, LLC | 2,298 | $757.8K | 0.23% | −47−2.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,297 | $757.6K | 0.10% | +138+6.4% | Added |
| Means Investment Co., Inc. | 2,292 | $756.0K | 0.08% | −417−15.4% | Reduced |
| Counterpoint Mutual Funds LLC | 2,292 | $755.9K | 0.11% | +2,292 | New |
| Garner Asset Management Corp | 2,291 | $755.7K | 0.33% | −46−2.0% | Reduced |
| Advisor Resource Council | 2,338 | $754.8K | 0.06% | +2,338 | New |
| Accredited Investors Inc. | 2,288 | $754.6K | 0.05% | +2+0.1% | Added |
| GHP Investment Advisors, Inc. | 2,287 | $754.4K | 0.04% | +85+3.9% | Added |
| Fiduciary Group LLC | 2,273 | $749.5K | 0.08% | −5−0.2% | Reduced |
| Cahaba Wealth Management, Inc. | 2,272 | $749.4K | 0.06% | +85+3.9% | Added |
| LVM Capital Management Ltd | 2,271 | $749.0K | 0.08% | −281−11.0% | Reduced |
| West Michigan Advisors, LLC | 2,271 | $748.9K | 0.25% | −59−2.5% | Reduced |
| First Foundation Advisors | 2,267 | $747.7K | 0.03% | −232−9.3% | Reduced |
| Diversify Advisory Services, LLC | 2,423 | $744.8K | 0.05% | −120−4.7% | Reduced |
| Cascades Capital Asset Management, LLC | 2,255 | $743.8K | 0.40% | +6+0.3% | Added |
| Mechanics Bank Trust Department | 2,250 | $742.0K | 0.10% | −123−5.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,245 | $740.0K | 0.17% | +271+13.7% | Added |
| Simon Quick Advisors, LLC | 2,232 | $736.1K | 0.04% | +109+5.1% | Added |
| Hamel Associates, Inc. | 2,228 | $735.1K | 0.25% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,228 | $734.8K | 0.17% | −19−0.8% | Reduced |
| Belpointe Asset Management LLC | 2,227 | $734.6K | 0.04% | −1,455−39.5% | Reduced |
| Virtue Capital Management, LLC | 2,226 | $734.3K | 0.09% | +1,140+105.0% | Added |
| Proficio Capital Partners LLC | 2,224 | $733.3K | 0.06% | +6+0.3% | Added |
| Horizon Wealth Management, LLC | 2,222 | $732.8K | 0.12% | +25+1.1% | Added |
| KFA Private Wealth Group, LLC | 2,216 | $730.7K | 0.26% | +813+57.9% | Added |
| Acropolis Investment Management, LLC | 2,215 | $730.5K | 0.04% | +3+0.1% | Added |
| NVWM, LLC | 2,214 | $730.2K | 0.19% | −1,215−35.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,207 | $727.9K | 0.18% | −395−15.2% | Reduced |
| Addison Advisors LLC | 2,199 | $725.2K | 0.20% | +16+0.7% | Added |
| Cetera Trust Company, N.A | 2,198 | $724.9K | 0.46% | +1,839+512.3% | Added |
| Fortem Financial Group, LLC | 2,196 | $724.4K | 0.28% | −339−13.4% | Reduced |
| Hexagon Capital Partners LLC | 2,192 | $722.9K | 0.14% | +172+8.5% | Added |
| CenterStar Asset Management, LLC | 2,185 | $721.4K | 1.04% | +2,185 | New |
| Home Federal Bank of Tennessee | 2,184 | $720.3K | 0.21% | +500+29.7% | Added |
| KPP Advisory Services LLC | 2,184 | $720.3K | 0.14% | +1,602+275.3% | Added |
| Aberdeen Wealth Management LLC | 2,183 | $719.8K | 0.50% | +10.0% | Added |
| Verity Asset Management, Inc. | 2,182 | $719.4K | 0.29% | +2,182 | New |
| Sound Financial Strategies Group, LLC | 2,181 | $719.3K | 0.64% | −140−6.0% | Reduced |
| 3Chopt Investment Partners, LLC | 2,181 | $719.3K | 0.19% | +2,181 | New |
| Cercano Management LLC | 2,180 | $719.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,180 | $718.8K | 0.13% | −84−3.7% | Reduced |
| Bill Few Associates, Inc. | 2,176 | $717.7K | 0.26% | +72+3.4% | Added |
| YANKCOM Partnership | 2,176 | $717.6K | 0.39% | +63+3.0% | Added |
| Independence Bank of Kentucky | 2,172 | $716.3K | 0.11% | +42+2.0% | Added |
| Marion Wealth Management | 2,168 | $715.1K | 0.19% | +5+0.2% | Added |
| W Advisors, LLC | 2,163 | $713.4K | 0.45% | +36+1.7% | Added |
| Goepper Burkhardt LLC | 2,160 | $712.4K | 0.28% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,160 | $712.2K | 0.12% | −110−4.8% | Reduced |
| Legacy Financial Advisors, Inc. | 2,156 | $711.1K | 0.12% | +10.0% | Added |
| LVW Advisors, LLC | 2,146 | $707.8K | 0.09% | −119−5.3% | Reduced |
| Wulff, Hansen & Co. | 2,145 | $707.4K | 0.65% | +2,145 | New |
| Cable Hill Partners, LLC | 2,263 | $703.1K | 0.07% | +238+11.8% | Added |
| Intrust Bank NA | 2,129 | $702.1K | 0.07% | −76−3.4% | Reduced |
| Prosperity Financial Group, Inc. | 2,127 | $701.5K | 0.35% | −22−1.0% | Reduced |
| Austin Private Wealth, LLC | 2,124 | $700.4K | 0.06% | +185+9.5% | Added |