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 |
|---|---|---|---|---|---|
| Invesco, LLC | 2,121 | $699.5K | 0.29% | +774+57.5% | Added |
| GSB Wealth Management, LLC | 2,117 | $698.2K | 0.18% | +51+2.5% | Added |
| United Asset Strategies, Inc. | 2,117 | $698.0K | 0.06% | +10.0% | Added |
| Fairvoy Private Wealth, LLC | 2,112 | $696.6K | 0.19% | +20+1.0% | Added |
| Martin Capital Advisors, LLP | 2,111 | $696.2K | 0.50% | −200−8.7% | Reduced |
| First American Bank | 2,109 | $695.5K | 0.05% | +92+4.6% | Added |
| Adell Harriman & Carpenter Inc | 2,107 | $695.0K | 0.05% | −149−6.6% | Reduced |
| Smith Anglin Financial, LLC | 2,106 | $694.4K | 0.07% | +103+5.1% | Added |
| Mountain Pacific Investment Advisers Inc | 2,103 | $693.7K | 0.05% | −55−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,098 | $691.9K | 0.02% | −15−0.7% | Reduced |
| BCS Wealth Management | 2,096 | $691.0K | 0.18% | +2+0.1% | Added |
| Marks Group Wealth Management, Inc | 2,094 | $690.6K | 0.07% | −117−5.3% | Reduced |
| Bridgewater Advisors Inc. | 2,241 | $688.9K | 0.06% | +2,241 | New |
| ZEGA Investments, LLC | 2,087 | $688.3K | 0.20% | −1,324−38.8% | Reduced |
| Dudley Capital Management, LLC | 2,083 | $687.0K | 0.37% | −74−3.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,431 | $685.1K | 0.02% | −258−9.6% | Reduced |
| Gibbs Wealth Management | 2,077 | $685.0K | 0.17% | +48+2.4% | Added |
| Sage Investment Counsel LLC | 2,074 | $684.1K | 0.87% | +60+3.0% | Added |
| MSH Capital Advisors LLC | 2,074 | $684.0K | 0.21% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,069 | $682.4K | 0.16% | +15+0.7% | Added |
| BancorpSouth Bank | 2,068 | $682.0K | 0.05% | −46−2.2% | Reduced |
| Tarbox Family Office, Inc. | 2,068 | $682.0K | 0.11% | −4−0.2% | Reduced |
| Severin Investments, LLC | 2,065 | $681.0K | 0.68% | +23+1.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,062 | $680.0K | 0.25% | +2+0.1% | Added |
| AF Advisors, Inc. | 2,061 | $679.7K | 0.13% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,060 | $679.4K | 0.02% | +737+55.7% | Added |
| CFS Investment Advisory Services, LLC | 2,056 | $678.0K | 0.06% | +36+1.8% | Added |
| TFR Capital, LLC. | 2,053 | $677.1K | 0.28% | +1,285+167.3% | Added |
| Two Sigma Investments, LP | 2,052 | $676.8K | 0.00% | +152+8.0% | Added |
| Castellan Group, LLC | 2,052 | $676.8K | 0.19% | +2,052 | New |
| Marietta Investment Partners LLC | 2,050 | $676.1K | 0.16% | −110−5.1% | Reduced |
| Options Solutions, LLC | 2,049 | $675.8K | 0.32% | −10.0% | Reduced |
| RMB Capital Management, LLC | 2,038 | $672.1K | 0.02% | −2,766−57.6% | Reduced |
| Latitude Advisors, LLC | 2,036 | $671.5K | 0.39% | −145−6.6% | Reduced |
| Woodstock Corp | 2,035 | $671.1K | 0.07% | −45−2.2% | Reduced |
| 626 Financial, LLC | 2,033 | $670.4K | 0.35% | +10.0% | Added |
| Zullo Investment Group, Inc. | 2,032 | $670.2K | 0.29% | +135+7.1% | Added |
| NCM Capital Management, LLC | 2,030 | $669.5K | 0.30% | −25−1.2% | Reduced |
| Red Door Wealth Management, LLC | 2,029 | $669.2K | 0.10% | −14−0.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,022 | $666.9K | 0.10% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,298 | $666.7K | 0.28% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,019 | $665.9K | 0.06% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,019 | $665.9K | 0.06% | +46+2.3% | Added |
| Townsend Asset Management Corp | 2,016 | $664.9K | 0.26% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,015 | $664.6K | 0.08% | +2+0.1% | Added |
| Doliver Advisors, LP | 2,014 | $664.2K | 0.19% | +496+32.7% | Added |
| One Capital Management, LLC | 2,013 | $663.9K | 0.02% | +425+26.8% | Added |
| Callan Capital, LLC | 2,012 | $663.6K | 0.05% | +30+1.5% | Added |
| Saybrook Capital | 2,000 | $659.6K | 0.18% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,997 | $658.6K | 0.22% | +7+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 1,996 | $658.0K | 0.19% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,810 | $656.4K | 0.21% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 1,990 | $656.3K | 0.42% | −186−8.5% | Reduced |
| Sovereign Financial Group, Inc. | 1,987 | $655.2K | 0.15% | +189+10.5% | Added |
| Ridgecrest Wealth Partners, LLC | 1,984 | $654.3K | 0.34% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,914 | $654.0K | 0.15% | −13−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,983 | $653.9K | 0.13% | +1,983 | New |
| Close Asset Management Ltd | 1,978 | $653.0K | 0.02% | −223−10.1% | Reduced |
| MBL Wealth, LLC | 1,979 | $652.7K | 0.07% | +92+4.9% | Added |
| Beacon Financial Advisory LLC | 1,979 | $652.7K | 0.20% | +22+1.1% | Added |
| Oak Hill Wealth Advisors, LLC | 1,969 | $649.4K | 0.15% | +50+2.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,969 | $649.4K | 0.03% | +1,304+196.1% | Added |
| Excalibur Management Corp | 1,966 | $648.4K | 0.25% | +52+2.7% | Added |
| Revisor Wealth Management LLC | 1,965 | $648.0K | 0.29% | +1,099+126.9% | Added |
| Aprio Wealth Management, LLC | 1,958 | $645.9K | 0.08% | +65+3.4% | Added |
| United Bank | 1,958 | $645.7K | 0.27% | +16+0.8% | Added |
| First Financial Bankshares Inc | 1,956 | $645.1K | 0.01% | −57−2.8% | Reduced |
| Baldwin Brothers Inc | 1,955 | $644.8K | 0.05% | +30+1.6% | Added |
| Beaumont Financial Advisors, LLC | 1,952 | $643.6K | 0.05% | −27−1.4% | Reduced |
| LCNB Corp | 1,951 | $643.4K | 0.24% | −26−1.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 1,942 | $640.5K | 0.10% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 1,942 | $640.3K | 0.11% | +18+0.9% | Added |
| Guardian Asset Advisors, LLC | 1,940 | $639.9K | 0.42% | +31+1.6% | Added |
| Raleigh Capital Management Inc. | 1,922 | $633.8K | 0.29% | −1,269−39.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,921 | $633.7K | 0.03% | +24+1.3% | Added |
| Dogwood Wealth Management LLC | 1,919 | $632.8K | 0.33% | +221+13.0% | Added |
| Capital Insight Partners, LLC | 1,918 | $632.6K | 0.11% | +63+3.4% | Added |
| Kathmere Capital Management, LLC | 1,917 | $632.1K | 0.05% | −106−5.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,909 | $629.7K | 0.08% | −65−3.3% | Reduced |
| Jacksonville Wealth Management, LLC | 1,907 | $628.8K | 0.62% | +138+7.8% | Added |
| Davis Investment Partners, LLC | 2,106 | $627.9K | 0.28% | +3+0.1% | Added |
| Bedel Financial Consulting, Inc. | 1,948 | $625.2K | 0.09% | +48+2.5% | Added |
| Fagan Associates, Inc. | 1,895 | $625.0K | 0.10% | +300+18.8% | Added |
| Carret Asset Management, LLC | 1,891 | $623.7K | 0.07% | −150−7.3% | Reduced |
| Thrive Wealth Management, LLC | 1,889 | $623.0K | 0.12% | −32−1.7% | Reduced |
| Dale Q Rice Investment Management Ltd | 1,888 | $622.7K | 0.32% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,887 | $622.3K | 0.19% | +104+5.8% | Added |
| Smith Chas P & Associates Pa Cpas | 1,881 | $620.4K | 0.04% | −361−16.1% | Reduced |
| PSI Advisors, LLC | 1,880 | $620.1K | 0.20% | −593−24.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,880 | $620.0K | 0.00% | −40−2.1% | Reduced |
| Summit Financial Strategies, Inc. | 1,878 | $619.4K | 0.06% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,877 | $619.0K | 0.17% | −21−1.1% | Reduced |
| Waterway Wealth Management, LLC | 1,872 | $617.5K | 0.26% | +85+4.8% | Added |
| Firethorn Wealth Partners, LLC | 1,868 | $616.1K | 0.29% | +15+0.8% | Added |
| Deseret Mutual Benefit Administrators | 1,859 | $613.1K | 0.30% | +38+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 1,854 | $611.3K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,845 | $608.5K | 0.08% | −54−2.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,845 | $608.4K | 0.15% | +96+5.5% | Added |
| McAdam, LLC | 1,843 | $607.9K | 0.04% | +111+6.4% | Added |
| Patten Group, Inc. | 1,843 | $607.9K | 0.14% | −27−1.4% | Reduced |