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 |
|---|---|---|---|---|---|
| Vishria Bird Financial Group, LLC | 1,607 | $529.9K | 0.18% | +1+0.1% | Added |
| Klingman & Associates, LLC | 1,606 | $529.7K | 0.03% | +903+128.4% | Added |
| Smart Portfolios, LLC | 1,603 | $528.7K | 0.57% | +137+9.3% | Added |
| Peoples Bank | 1,603 | $528.6K | 0.36% | −1,105−40.8% | Reduced |
| DnB Asset Management AS | 1,602 | $528.3K | 0.00% | +66+4.3% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,600 | $527.7K | 0.02% | −1,800−52.9% | Reduced |
| WESCAP Management Group, Inc. | 1,600 | $527.7K | 0.13% | −1,100−40.7% | Reduced |
| United Bank | 1,600 | $527.7K | 0.07% | −40−2.4% | Reduced |
| Penn Davis McFarland Inc | 1,600 | $527.7K | 0.06% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $527.7K | 0.32% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 1,600 | $527.7K | 0.30% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,600 | $527.7K | 0.42% | +600+60.0% | Added |
| Bell Bank | 1,598 | $527.0K | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 1,597 | $526.7K | 0.08% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,592 | $525.1K | 0.42% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,591 | $524.7K | 0.05% | −110−6.5% | Reduced |
| FSA Advisors, Inc. | 1,590 | $524.3K | 0.42% | +317+24.9% | Added |
| Waratah Capital Advisors Ltd. | 1,589 | $524.1K | 0.04% | +1,589 | New |
| McGowan Group Asset Management, Inc. | 1,589 | $524.0K | 0.07% | +2+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $521.7K | 0.06% | −2−0.1% | Reduced |
| Soltis Investment Advisors LLC | 1,578 | $520.3K | 0.05% | −51−3.1% | Reduced |
| Trinity Financial Advisors LLC | 1,700 | $519.8K | 0.19% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,575 | $519.5K | 0.14% | +125+8.6% | Added |
| Smith Shellnut Wilson LLC | 1,570 | $517.8K | 0.24% | −91−5.5% | Reduced |
| SeaBridge Investment Advisors LLC | 1,565 | $516.1K | 0.11% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,562 | $515.2K | 0.05% | +29+1.9% | Added |
| Jain Global LLC | 1,560 | $514.5K | 0.01% | +1,560 | New |
| Isthmus Partners, LLC | 1,557 | $513.5K | 0.06% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,553 | $512.2K | 0.11% | −20−1.3% | Reduced |
| Vicus Capital | 1,553 | $512.0K | 0.05% | +1,553 | New |
| Arcataur Capital Management LLC | 1,552 | $511.9K | 0.17% | −85−5.2% | Reduced |
| Quantum Financial Advisors, LLC | 1,550 | $511.3K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,550 | $511.1K | 0.05% | +76+5.2% | Added |
| Regent Peak Wealth Advisors LLC | 1,549 | $510.9K | 0.12% | −21−1.3% | Reduced |
| PBMares Wealth Management LLC | 1,547 | $510.2K | 0.10% | −166−9.7% | Reduced |
| SAM Advisors, LLC | 1,540 | $507.9K | 0.19% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 1,539 | $507.7K | 0.10% | −562−26.7% | Reduced |
| Canal Capital Management, LLC | 1,536 | $506.5K | 0.08% | −25−1.6% | Reduced |
| Olistico Wealth, LLC | 1,530 | $504.6K | 0.31% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,530 | $504.5K | 0.03% | +7+0.5% | Added |
| RMR Wealth Builders | 1,529 | $504.3K | 0.05% | +54+3.7% | Added |
| Financial Partners Group, Inc | 1,528 | $504.0K | 0.08% | +1+0.1% | Added |
| Strategic Equity Management | 1,526 | $503.3K | 0.21% | +6+0.4% | Added |
| Financial Engines Advisors L.L.C. | 1,527 | $503.0K | 0.00% | −1,357−47.1% | Reduced |
| Sanchez Wealth Management Group | 1,524 | $502.7K | 0.14% | +6+0.4% | Added |
| Wallace Advisory Group, LLC | 1,386 | $502.6K | 0.35% | +394+39.7% | Added |
| MFA Wealth Services | 1,522 | $501.9K | 0.41% | −239−13.6% | Reduced |
| Beacon Capital Management, LLC | 1,516 | $499.8K | 0.07% | +84+5.9% | Added |
| Linscomb & Williams, Inc. | 1,514 | $499.3K | 0.02% | −1,399−48.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,614 | $499.2K | 0.22% | −6−0.4% | Reduced |
| DRW Securities, LLC | 1,516 | $498.8K | 0.04% | −40−2.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,511 | $498.3K | 0.40% | +387+34.4% | Added |
| ORG Wealth Partners, LLC | 1,505 | $497.9K | 0.15% | −940−38.4% | Reduced |
| TFB Advisors LLC | 1,509 | $497.7K | 0.14% | +2+0.1% | Added |
| Empirical Asset Management, LLC | 1,507 | $497.0K | 0.17% | −6,117−80.2% | Reduced |
| Sepio Capital, LP | 1,505 | $496.3K | 0.04% | −20−1.3% | Reduced |
| Chickasaw Capital Management LLC | 1,500 | $495.0K | 0.02% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $494.7K | 0.08% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,500 | $494.7K | 0.07% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,498 | $494.1K | 0.02% | +83+5.9% | Added |
| Center For Asset Management LLC | 1,498 | $494.0K | 0.30% | +1+0.1% | Added |
| Alteri Wealth LLC | 1,485 | $489.8K | 0.22% | −113−7.1% | Reduced |
| Global X Japan Co., Ltd. | 1,485 | $489.8K | 0.06% | +141+10.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,483 | $489.1K | 0.17% | −27−1.8% | Reduced |
| Capital Analysts, LLC | 1,480 | $488.0K | 0.02% | +604+68.9% | Added |
| Leisure Capital Management | 1,478 | $487.4K | 0.20% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,476 | $486.8K | 0.31% | 00.0% | Unchanged |
| IMS Capital Management | 1,475 | $486.5K | 0.25% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,474 | $486.1K | 0.12% | −1,505−50.5% | Reduced |
| Lazari Capital Management, Inc. | 1,474 | $486.1K | 0.20% | +31+2.1% | Added |
| Beach Investment Counsel Inc | 1,473 | $486.0K | 0.07% | −60−3.9% | Reduced |
| Koss-Olinger Consulting, LLC | 1,473 | $486.0K | 0.04% | +1,473 | New |
| Acima Private Wealth, LLC | 1,473 | $485.8K | 0.17% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,471 | $485.1K | 0.01% | −227−13.4% | Reduced |
| Landaas & Co | 1,470 | $485.0K | 0.13% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,467 | $483.8K | 0.11% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 1,465 | $483.3K | 0.12% | −16,458−91.8% | Reduced |
| Hara Capital LLC | 1,465 | $483.2K | 0.33% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,465 | $483.2K | 0.02% | +1,465 | New |
| Hennion & Walsh Asset Management, Inc. | 1,460 | $481.5K | 0.02% | +81+5.9% | Added |
| Mirador Capital Partners LP | 1,460 | $481.5K | 0.08% | +705+93.4% | Added |
| Spirepoint Private Client, LLC | 1,456 | $480.2K | 0.06% | −134−8.4% | Reduced |
| Versant Capital Management, Inc | 1,455 | $480.0K | 0.08% | +299+25.9% | Added |
| Van Hulzen Asset Management, LLC | 1,449 | $477.9K | 0.04% | −185−11.3% | Reduced |
| Insight Advisors, LLC | 1,446 | $477.1K | 0.08% | +36+2.6% | Added |
| Nadler Financial Group, Inc. | 1,446 | $476.9K | 0.05% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,443 | $476.0K | 0.05% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,441 | $475.2K | 0.15% | −27−1.8% | Reduced |
| Seed Wealth Management, Inc. | 1,440 | $474.9K | 0.39% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,592 | $474.5K | 0.12% | +7+0.4% | Added |
| Kaizen Financial Strategies | 1,436 | $473.6K | 0.27% | −95−6.2% | Reduced |
| Burton Enright Welch | 1,435 | $473.3K | 0.10% | +100+7.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,434 | $473.2K | 0.27% | +1+0.1% | Added |
| Balboa Wealth Partners | 1,434 | $473.1K | 0.11% | +188+15.1% | Added |
| MRP Capital Investments, LLC | 1,425 | $470.0K | 0.44% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,425 | $470.0K | 0.04% | +300+26.7% | Added |
| WSFS Capital Management, LLC | 1,424 | $469.6K | 0.03% | −511−26.4% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,418 | $467.8K | 0.13% | +1,418 | New |
| Rosenberg Matthew Hamilton | 1,412 | $465.7K | 0.12% | +54+4.0% | Added |
| Blankinship & Foster, LLC | 1,411 | $465.3K | 0.12% | 00.0% | Unchanged |