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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 1,840 | $606.8K | 0.11% | +142+8.4% | Added |
| Westmount Partners, LLC | 1,834 | $604.7K | 0.18% | −751−29.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,830 | $603.4K | 0.05% | −240−11.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,818 | $599.6K | 0.39% | +6+0.3% | Added |
| AlphaCore Capital LLC | 1,816 | $599.0K | 0.05% | +792+77.3% | Added |
| Aft, Forsyth & Company, Inc. | 1,815 | $598.6K | 0.32% | 00.0% | Unchanged |
| Novem Group | 1,808 | $596.3K | 0.08% | +71+4.1% | Added |
| McBroom & Associates, LLC | 1,806 | $595.6K | 0.34% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,805 | $595.3K | 0.04% | −21−1.2% | Reduced |
| Taylor Financial Group, Inc. | 1,805 | $595.3K | 0.41% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,802 | $594.3K | 0.13% | +230+14.6% | Added |
| Lakewood Asset Management LLC | 1,801 | $594.1K | 0.40% | −1,503−45.5% | Reduced |
| Barr E S & Co | 1,800 | $593.6K | 0.04% | −50−2.7% | Reduced |
| North Berkeley Wealth Management, LLC | 1,800 | $593.6K | 0.62% | 00.0% | Unchanged |
| Bensler, LLC | 1,798 | $592.8K | 0.07% | −139−7.2% | Reduced |
| Montz Harcus Wealth Management LLC | 1,797 | $592.7K | 0.32% | +7+0.4% | Added |
| Sovran Advisors, LLC | 2,014 | $592.7K | 0.08% | −69−3.3% | Reduced |
| New Century Financial Group, LLC | 1,790 | $590.3K | 0.68% | −357−16.6% | Reduced |
| Benchmark Wealth Management, LLC | 1,787 | $589.3K | 0.29% | +1+0.1% | Added |
| Grove Bank & Trust | 1,786 | $589.0K | 0.08% | +400+28.9% | Added |
| Lakeside Advisors, INC. | 1,786 | $588.9K | 0.39% | +1+0.1% | Added |
| Operose Advisors LLC | 1,785 | $588.7K | 0.19% | +5+0.3% | Added |
| Global Assets Advisory, LLC | 1,950 | $588.6K | 0.11% | +1,300+200.0% | Added |
| TFG Advisers LLC | 1,783 | $588.2K | 0.21% | −51−2.8% | Reduced |
| Sanders Morris Harris LLC | 1,775 | $585.4K | 0.09% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,774 | $585.1K | 0.05% | −63−3.4% | Reduced |
| Charter Oak Capital Management, LLC | 1,771 | $584.2K | 0.05% | +20+1.1% | Added |
| Lakeridge Wealth Management LLC | 1,770 | $583.8K | 0.29% | +44+2.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,770 | $583.8K | 0.28% | −246−12.2% | Reduced |
| Vega Investment Solutions | 1,886 | $583.3K | 0.11% | +689+57.6% | Added |
| Appleton Partners Inc | 1,768 | $583.0K | 0.05% | +126+7.7% | Added |
| Moment Partners, LLC | 1,760 | $580.4K | 0.12% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,758 | $579.9K | 0.33% | −1,220−41.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,752 | $577.8K | 0.44% | +36+2.1% | Added |
| Bank of Jackson Hole Trust | 1,678 | $577.1K | 0.37% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,749 | $576.7K | 0.39% | +63+3.7% | Added |
| Argus Investors' Counsel, Inc. | 1,745 | $575.5K | 0.44% | −800−31.4% | Reduced |
| Arvest Bank Trust Division | 1,744 | $575.2K | 0.04% | +170+10.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,739 | $573.5K | 0.05% | −194−10.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,736 | $572.6K | 0.14% | +16+0.9% | Added |
| Lafayette Investments, Inc. | 1,736 | $572.4K | 0.12% | 00.0% | Unchanged |
| SFMG, LLC | 1,736 | $572.4K | 0.05% | +275+18.8% | Added |
| LifeSteps Financial, Inc. | 1,734 | $571.9K | 0.46% | −45−2.5% | Reduced |
| Impact Capital Partners LLC | 1,727 | $569.6K | 0.21% | +73+4.4% | Added |
| Base Wealth Management LLC | 1,724 | $568.6K | 0.43% | +1,724 | New |
| Check Capital Management Inc | 1,717 | $566.3K | 0.04% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 1,716 | $565.9K | 0.43% | +1,002+140.3% | Added |
| Taylor Hoffman Capital Management LLC | 1,711 | $565.6K | 0.21% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,707 | $563.0K | 0.13% | −100−5.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,705 | $562.3K | 0.17% | −66−3.7% | Reduced |
| Root Financial Partners, LLC | 1,701 | $560.9K | 0.06% | −273−13.8% | Reduced |
| Perpetual Ltd | 1,700 | $560.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 1,700 | $560.7K | 0.53% | +6+0.4% | Added |
| Semanteon Capital Management, LP | 1,698 | $560.0K | 0.30% | +1,698 | New |
| Strategic Investment Advisors | 1,696 | $559.4K | 0.06% | −2,568−60.2% | Reduced |
| Ofc Financial Planning, LLC | 1,695 | $559.0K | 0.63% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,692 | $558.2K | 0.05% | +26+1.6% | Added |
| Athena Investment Management | 1,684 | $555.4K | 0.34% | −25−1.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,682 | $554.6K | 0.07% | −7−0.4% | Reduced |
| Abacus Wealth Partners, LLC | 1,681 | $554.4K | 0.08% | −63−3.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,680 | $554.0K | 0.01% | +44+2.7% | Added |
| Kaydan Wealth Management, Inc. | 1,677 | $553.1K | 0.18% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,674 | $552.1K | 0.07% | −139−7.7% | Reduced |
| Summit Wealth Partners, LLC | 1,674 | $552.1K | 0.11% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,673 | $552.0K | 0.24% | −97−5.5% | Reduced |
| Pacifica Partners Inc. | 1,802 | $550.8K | 0.25% | 00.0% | Unchanged |
| Charis Legacy Partners, LLC | 1,670 | $550.8K | 1.04% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 1,670 | $550.8K | 0.56% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,668 | $550.1K | 0.06% | +50+3.1% | Added |
| Hilton Capital Management, LLC | 1,663 | $548.5K | 0.05% | −5,120−75.5% | Reduced |
| West Family Investments, Inc. | 1,662 | $548.1K | 0.21% | −18−1.1% | Reduced |
| Disciplined Investors, L.L.C. | 1,661 | $547.9K | 0.49% | +1+0.1% | Added |
| Pacitti Group Inc. | 1,658 | $546.9K | 0.26% | +2+0.1% | Added |
| South Plains Financial, Inc. | 1,658 | $546.8K | 0.43% | −2−0.1% | Reduced |
| Union Savings Bank | 1,657 | $546.5K | 0.27% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,655 | $545.8K | 0.11% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,655 | $545.8K | 0.29% | +245+17.4% | Added |
| Capital Square, LLC | 1,654 | $545.3K | 0.32% | −148−8.2% | Reduced |
| Cornerstone Advisory, LLC | 1,699 | $545.3K | 0.06% | −56−3.2% | Reduced |
| Citizens Business Bank | 1,651 | $544.5K | 0.12% | +1,084+191.2% | Added |
| AXS Investments LLC | 1,651 | $544.5K | 0.15% | +68+4.3% | Added |
| Regal Investment Advisors LLC | 1,650 | $544.2K | 0.04% | −1,302−44.1% | Reduced |
| Warther Private Wealth, LLC | 1,643 | $541.9K | 0.18% | +313+23.5% | Added |
| Frisch Financial Group, Inc. | 1,640 | $541.0K | 0.15% | +175+11.9% | Added |
| Advisory Resource Group | 1,638 | $540.2K | 0.11% | −36−2.2% | Reduced |
| Liberty Square Wealth Partners LLC | 1,636 | $539.6K | 0.21% | +90+5.8% | Added |
| Cooper/Haims Advisors, LLC | 1,636 | $539.5K | 0.29% | +1+0.1% | Added |
| Fiduciary Alliance LLC | 1,632 | $538.2K | 0.05% | −113−6.5% | Reduced |
| ROI Financial Advisors, LLC | 1,628 | $536.9K | 0.39% | +759+87.3% | Added |
| New Republic Capital, LLC | 1,627 | $536.7K | 0.23% | +49+3.1% | Added |
| Diversify Wealth Management, LLC | 1,743 | $535.9K | 0.04% | −249−12.5% | Reduced |
| Wealth Alliance | 1,624 | $535.7K | 0.06% | −8−0.5% | Reduced |
| Bigelow Investment Advisors, LLC | 1,622 | $534.9K | 0.25% | +124+8.3% | Added |
| One Degree Advisors Inc | 1,621 | $534.0K | 0.22% | +6+0.4% | Added |
| Jeppson Wealth Management, LLC | 1,618 | $533.6K | 0.20% | −43−2.6% | Reduced |
| Camden National Bank | 1,616 | $533.0K | 0.08% | −800−33.1% | Reduced |
| WealthTrust Axiom LLC | 1,613 | $531.9K | 0.16% | +14+0.9% | Added |
| Redhawk Wealth Advisors, Inc. | 1,610 | $530.9K | 0.07% | +1+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 1,608 | $530.3K | 0.40% | +5+0.3% | Added |
| Sound Income Strategies, LLC | 1,608 | $530.2K | 0.03% | −256−13.7% | Reduced |