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 |
|---|---|---|---|---|---|
| MQS Management LLC | 1,407 | $464.0K | 0.27% | +1,407 | New |
| Apollon Financial, LLC | 1,406 | $463.9K | 0.11% | +97+7.4% | Added |
| Retirement Planning Group | 1,406 | $463.9K | 0.02% | −174−11.0% | Reduced |
| VSM Wealth Advisory, LLC | 1,402 | $462.2K | 0.17% | +1+0.1% | Added |
| 4WEALTH Advisors, Inc. | 1,401 | $462.1K | 0.51% | +323+30.0% | Added |
| Ironwood Investment Management LLC | 1,400 | $461.7K | 0.25% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,397 | $460.7K | 0.51% | +297+27.0% | Added |
| Grant Street Asset Management, Inc. | 1,394 | $459.7K | 0.11% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,394 | $459.6K | 0.10% | +156+12.6% | Added |
| First National Corp | 1,394 | $459.6K | 0.10% | +82+6.3% | Added |
| Firestone Capital Management | 1,392 | $458.9K | 0.12% | +1+0.1% | Added |
| Everpar Advisors LLC | 1,390 | $458.4K | 0.24% | −290−17.3% | Reduced |
| apricus wealth, LLC | 1,389 | $458.1K | 0.27% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,387 | $457.4K | 0.20% | −783−36.1% | Reduced |
| Mengis Capital Management, Inc. | 1,386 | $457.0K | 0.10% | +1+0.1% | Added |
| Watts Gwilliam & Co., LLC | 1,383 | $456.1K | 0.10% | −50−3.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,383 | $456.0K | 0.24% | −151−9.8% | Reduced |
| SageView Advisory Group, LLC | 1,379 | $454.8K | 0.02% | +103+8.1% | Added |
| Enterprise Financial Services Corp | 1,377 | $454.1K | 0.27% | +22+1.6% | Added |
| Claro Advisors LLC | 1,374 | $453.3K | 0.06% | +32+2.4% | Added |
| BankPlus Wealth Management LLC | 1,374 | $453.2K | 0.33% | +22+1.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $453.0K | 0.89% | +206+17.7% | Added |
| Milestone Asset Management, LLC | 1,369 | $451.7K | 0.10% | −3,591−72.4% | Reduced |
| Planning Alternatives Ltd | 1,367 | $450.9K | 0.07% | +378+38.2% | Added |
| Affinity Capital Advisors, LLC | 1,536 | $450.8K | 0.09% | +4+0.3% | Added |
| Davidson Trust Co | 1,364 | $449.8K | 0.21% | +102+8.1% | Added |
| Gallacher Capital Management LLC | 1,364 | $449.8K | 0.22% | +355+35.2% | Added |
| M1 Capital Management LLC | 1,361 | $448.9K | 0.28% | −144−9.6% | Reduced |
| Basepoint Wealth LLC | 1,360 | $448.5K | 0.35% | +364+36.5% | Added |
| Ellsworth Advisors, LLC | 1,357 | $447.7K | 0.12% | −15,329−91.9% | Reduced |
| Brogan Financial, Inc. | 1,357 | $447.5K | 0.22% | +216+18.9% | Added |
| Sunflower Bank, N.A. | 1,355 | $446.9K | 0.13% | +84+6.6% | Added |
| SJS Investment Consulting Inc. | 1,354 | $446.6K | 0.08% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,354 | $446.5K | 0.13% | +217+19.1% | Added |
| Continuum Advisory, LLC | 1,353 | $446.2K | 0.06% | −90−6.2% | Reduced |
| Investment Advisory Services Inc | 1,353 | $446.1K | 0.16% | −45−3.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,352 | $446.0K | 0.02% | −127−8.6% | Reduced |
| VisionPoint Advisory Group, LLC | 1,351 | $445.6K | 0.15% | −20−1.5% | Reduced |
| Sendero Wealth Management, LLC | 1,351 | $445.6K | 0.06% | +7+0.5% | Added |
| Thomas Story & Son LLC | 1,350 | $445.2K | 0.17% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,349 | $444.9K | 0.14% | +1+0.1% | Added |
| Hardin Capital Partners, LLC | 1,347 | $444.2K | 0.27% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,336 | $440.6K | 0.12% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 1,336 | $440.6K | 0.20% | +53+4.1% | Added |
| Rise Advisors, LLC | 1,334 | $440.1K | 0.19% | −101−7.0% | Reduced |
| Formidable Asset Management, LLC | 1,332 | $439.3K | 0.07% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,330 | $438.7K | 0.18% | +3+0.2% | Added |
| McMill Wealth Management | 1,329 | $438.3K | 0.16% | +18+1.4% | Added |
| Capital Advisors Wealth Management, LLC | 1,327 | $437.7K | 0.08% | +60+4.7% | Added |
| Elser Financial Planning, Inc | 1,326 | $437.3K | 0.61% | −8−0.6% | Reduced |
| Planning Center, Inc. | 1,323 | $436.3K | 0.05% | −140−9.6% | Reduced |
| Sandy Cove Advisors, LLC | 1,321 | $435.7K | 0.18% | −264−16.7% | Reduced |
| Onefund, LLC | 1,320 | $435.3K | 0.44% | +4+0.3% | Added |
| Next Level Private LLC | 1,320 | $435.3K | 0.16% | +50+3.9% | Added |
| Baron Wealth Management LLC | 1,319 | $435.0K | 0.19% | +126+10.6% | Added |
| Birchcreek Wealth Management, LLC | 1,319 | $435.0K | 0.27% | +5+0.4% | Added |
| Foster Group, Inc. | 1,318 | $434.6K | 0.02% | +37+2.9% | Added |
| Sweeney & Michel, LLC | 1,585 | $434.2K | 0.19% | +1,585 | New |
| Tumwater Wealth Management, LLC | 1,317 | $434.2K | 0.23% | +51+4.0% | Added |
| Measured Wealth Private Client Group, LLC | 1,316 | $434.0K | 0.14% | −1,176−47.2% | Reduced |
| Westshore Wealth, LLC | 1,315 | $433.8K | 0.18% | −8−0.6% | Reduced |
| Reyes Financial Architecture, Inc. | 1,314 | $433.4K | 0.32% | −1−0.1% | Reduced |
| Petix & Botte Co | 1,312 | $432.7K | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,311 | $432.4K | 0.01% | −685−34.3% | Reduced |
| Acas, LLC | 1,377 | $432.2K | 0.33% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,310 | $432.0K | 0.08% | −88−6.3% | Reduced |
| Annex Advisory Services, LLC | 1,309 | $431.8K | 0.01% | +316+31.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 1,309 | $431.7K | 0.08% | −160−10.9% | Reduced |
| First Pacific Financial | 1,308 | $431.4K | 0.09% | −94−6.7% | Reduced |
| First Financial Corp | 1,308 | $431.4K | 0.21% | −100−7.1% | Reduced |
| Schulhoff & Co Inc | 1,305 | $430.4K | 0.19% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,304 | $430.1K | 0.14% | +300+29.9% | Added |
| Purus Wealth Management, LLC | 1,302 | $429.4K | 0.18% | +218+20.1% | Added |
| Waters Parkerson & Co., LLC | 1,298 | $428.1K | 0.02% | −21−1.6% | Reduced |
| Ransom Advisory, Ltd | 1,295 | $427.1K | 0.21% | −100−7.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,294 | $427.0K | 0.01% | +134+11.6% | Added |
| Prentice Wealth Management LLC | 1,291 | $425.8K | 0.12% | +86+7.1% | Added |
| Sentry Investment Management LLC | 1,519 | $425.0K | 0.29% | −517−25.4% | Reduced |
| MCF Advisors LLC | 1,289 | $425.0K | 0.03% | +19+1.5% | Added |
| Wealth Management Associates, Inc. | 1,287 | $424.5K | 0.18% | −151−10.5% | Reduced |
| Beacon Financial Group | 1,284 | $423.5K | 0.05% | +51+4.1% | Added |
| Finivi Inc. | 1,283 | $423.1K | 0.34% | +134+11.7% | Added |
| Gsa Capital Partners LLP | 1,280 | $422.0K | 0.04% | −2,008−61.1% | Reduced |
| Tennessee Valley Asset Management Partners | 1,279 | $421.9K | 0.07% | +33+2.6% | Added |
| Claris Financial LLC | 1,162 | $421.6K | 0.28% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,533 | $420.0K | 0.19% | +282+22.5% | Added |
| Alpha Family Trust | 1,270 | $418.8K | 0.24% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,269 | $418.6K | 0.04% | +130+11.4% | Added |
| Bard Financial Services, Inc. | 1,265 | $417.2K | 0.05% | −95−7.0% | Reduced |
| Zions Bancorporation, National Association | 1,264 | $416.9K | 0.03% | +1,264 | New |
| Gradient Capital Advisors, LLC | 1,263 | $416.7K | 0.14% | −42−3.2% | Reduced |
| Braun-Bostich & Associates Inc. | 1,263 | $416.5K | 0.31% | +21+1.7% | Added |
| Northwest Bancshares, Inc. | 1,260 | $415.5K | 0.08% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,256 | $414.2K | 0.32% | +201+19.1% | Added |
| Evanson Asset Management, LLC | 1,250 | $412.3K | 0.03% | −100−7.4% | Reduced |
| Kornitzer Capital Management Inc | 1,250 | $412.3K | 0.01% | −25−2.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,250 | $412.3K | 0.28% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,249 | $411.9K | 0.03% | +102+8.9% | Added |
| Bangor Savings Bank | 1,247 | $411.4K | 0.04% | +21+1.7% | Added |
| Intellus Advisors LLC | 1,247 | $411.4K | 0.07% | +1+0.1% | Added |