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 |
|---|---|---|---|---|---|
| Garden State Investment Advisory Services LLC | 1,244 | $411.1K | 0.13% | −8−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,245 | $410.6K | 0.16% | −49−3.8% | Reduced |
| Coastwise Capital Group, LLC | 1,243 | $410.0K | 0.35% | −406−24.6% | Reduced |
| Greenline Partners, LLC | 1,242 | $409.6K | 0.06% | +37+3.1% | Added |
| Philip James Wealth Mangement, LLC | 1,240 | $409.0K | 0.05% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,239 | $408.6K | 0.44% | −71−5.4% | Reduced |
| Catalina Capital Group, LLC | 1,238 | $408.3K | 0.27% | −1,464−54.2% | Reduced |
| S.A. Mason LLC | 1,238 | $408.3K | 0.22% | +7+0.6% | Added |
| Monarch Capital Management Inc | 1,237 | $408.0K | 0.11% | 00.0% | Unchanged |
| American Money Management, LLC | 1,237 | $407.9K | 0.08% | −98−7.3% | Reduced |
| CoreFirst Bank & Trust | 1,236 | $407.6K | 0.26% | 00.0% | Unchanged |
| Core Alternative Capital | 1,235 | $407.3K | 0.10% | −25−2.0% | Reduced |
| WestHill Financial Advisors, Inc. | 1,232 | $406.3K | 0.09% | −154−11.1% | Reduced |
| Pinnacle Financial Group, LLC | 1,232 | $406.3K | 0.15% | +1+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,232 | $406.2K | 0.05% | +2+0.2% | Added |
| American Alpha Advisors, LLC | 1,231 | $406.0K | 0.36% | +1,231 | New |
| Grant Private Wealth Management Inc | 1,224 | $403.7K | 0.44% | +387+46.2% | Added |
| Perennial Investment Advisors, LLC | 1,224 | $403.5K | 0.05% | +72+6.3% | Added |
| J2 Capital Management Inc | 1,223 | $403.3K | 0.37% | −354−22.4% | Reduced |
| Congress Park Capital LLC | 1,220 | $402.4K | 0.15% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,219 | $402.1K | 0.08% | +1+0.1% | Added |
| Old Point Trust & Financial Services N A | 1,217 | $401.4K | 0.14% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,216 | $401.1K | 0.58% | −1,426−54.0% | Reduced |
| Manchester Capital Management LLC | 1,216 | $401.0K | 0.05% | +211+21.0% | Added |
| Traveka Wealth, LLC | 1,215 | $400.8K | 0.22% | −36−2.9% | Reduced |
| Hollencrest Capital Management | 1,207 | $398.1K | 0.02% | +8+0.7% | Added |
| First Nebraska Trust Co | 1,206 | $397.7K | 0.04% | +50+4.3% | Added |
| Integrated Investment Consultants, LLC | 1,204 | $397.1K | 0.08% | +5+0.4% | Added |
| Boston Trust Walden Corp | 1,204 | $397.1K | 0.00% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,202 | $396.5K | 0.15% | +1+0.1% | Added |
| CJM Wealth Advisers, Ltd. | 1,201 | $396.2K | 0.14% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,200 | $395.8K | 0.25% | −334−21.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,200 | $395.8K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,199 | $395.4K | 0.07% | 00.0% | Unchanged |
| Gries Financial LLC | 1,199 | $395.4K | 0.08% | +143+13.5% | Added |
| Five Oceans Advisors | 1,198 | $395.1K | 0.19% | +5+0.4% | Added |
| Moss Adams Wealth Advisors LLC | 1,197 | $394.8K | 0.04% | −11−0.9% | Reduced |
| Davidson Investment Advisors | 1,197 | $394.8K | 0.02% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 1,194 | $394.0K | 0.20% | +200+20.1% | Added |
| Destination Wealth Management | 1,194 | $393.8K | 0.01% | +453+61.1% | Added |
| Henderson Brothers Financial Partners, LLC | 687 | $393.6K | 0.20% | +687 | New |
| Longview Financial Advisors LLC | 1,190 | $392.5K | 0.26% | −355−23.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,190 | $392.4K | 0.36% | +1,190 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,187 | $391.6K | 0.07% | +64+5.7% | Added |
| JT Stratford LLC | 1,187 | $391.5K | 0.07% | −5,057−81.0% | Reduced |
| Hanlon Investment Management, Inc. | 1,187 | $391.5K | 0.30% | +16+1.4% | Added |
| Trust Co of Kansas | 1,185 | $391.0K | 0.21% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,184 | $390.4K | 0.33% | −226−16.0% | Reduced |
| Legacy Financial Group LLC | 1,183 | $390.0K | 0.06% | +1+0.1% | Added |
| Laurel Wealth Advisors LLC | 1,182 | $389.8K | 0.06% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,180 | $389.2K | 0.17% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,179 | $388.8K | 0.11% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,179 | $388.8K | 0.05% | +131+12.5% | Added |
| Catalytic Wealth RIA, LLC | 1,176 | $387.8K | 0.07% | +16+1.4% | Added |
| ICW Investment Advisors LLC | 1,175 | $387.6K | 0.16% | +27+2.4% | Added |
| Aua Capital Management, LLC | 1,170 | $385.9K | 0.25% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,170 | $385.9K | 0.05% | +293+33.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,168 | $385.4K | 0.15% | +124+11.9% | Added |
| Warwick Investment Management, Inc. | 1,167 | $384.9K | 0.08% | +30+2.6% | Added |
| Eagle Wealth Strategies LLC | 1,167 | $384.8K | 0.24% | +1+0.1% | Added |
| LM Advisors LLC | 1,163 | $384.0K | 0.07% | −123−9.6% | Reduced |
| TCFG Wealth Management, LLC | 1,162 | $383.3K | 0.19% | −51−4.2% | Reduced |
| Joule Financial, LLC | 1,156 | $381.2K | 0.13% | +2+0.2% | Added |
| BlueStem Wealth Partners, LLC | 1,152 | $380.0K | 0.05% | −124−9.7% | Reduced |
| Sivia Capital Partners, LLC | 1,151 | $379.6K | 0.18% | +59+5.4% | Added |
| Alan B. Lancz & Associates, Inc. | 1,150 | $379.3K | 0.40% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,143 | $377.0K | 0.07% | −1,050−47.9% | Reduced |
| Crowley Wealth Management, Inc. | 1,142 | $376.6K | 0.36% | −120−9.5% | Reduced |
| Accel Wealth Management | 1,140 | $376.0K | 0.14% | +119+11.7% | Added |
| LJI Wealth Management, LLC | 1,140 | $376.0K | 0.07% | −5−0.4% | Reduced |
| Compass Financial Group, INC | 1,138 | $375.6K | 0.07% | +59+5.5% | Added |
| Facet Wealth, Inc. | 1,162 | $375.3K | 0.01% | +19+1.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,138 | $375.3K | 0.09% | −778−40.6% | Reduced |
| Archford Capital Strategies, LLC | 1,137 | $375.0K | 0.05% | −32−2.7% | Reduced |
| Maxele Advisors, LLC | 1,134 | $374.1K | 0.36% | +50+4.6% | Added |
| Quadcap Wealth Management, LLC | 1,134 | $374.0K | 0.05% | −129−10.2% | Reduced |
| WealthBridge Capital Management, LLC | 1,133 | $373.7K | 0.11% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 1,131 | $373.0K | 0.31% | −150−11.7% | Reduced |
| Legacy Financial Group, Inc. | 1,131 | $373.0K | 0.12% | +66+6.2% | Added |
| First Western Trust Bank | 1,128 | $372.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,127 | $371.7K | 0.03% | +27+2.5% | Added |
| Rockline Wealth Management, LLC | 1,127 | $371.7K | 0.10% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,126 | $371.5K | 0.02% | −5,348−82.6% | Reduced |
| Hengehold Capital Management LLC | 1,120 | $369.4K | 0.04% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,120 | $369.4K | 0.20% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 1,258 | $369.1K | 0.23% | +5+0.4% | Added |
| Tower Wealth Partners, Inc. | 1,119 | $369.0K | 0.20% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,118 | $368.7K | 0.09% | −123−9.9% | Reduced |
| Trustco Bank Corp N Y | 1,118 | $368.7K | 0.40% | −113−9.2% | Reduced |
| City National Bank of Florida | 1,117 | $368.4K | 0.33% | +218+24.2% | Added |
| Alesco Advisors LLC | 1,113 | $367.1K | 0.01% | −14−1.2% | Reduced |
| ORG Partners LLC | 571 | $365.9K | 0.09% | −1,641−74.2% | Reduced |
| N.E.W. Advisory Services LLC | 1,105 | $364.6K | 0.03% | +79+7.7% | Added |
| Full Sail Capital, LLC | 1,105 | $364.4K | 0.02% | −41−3.6% | Reduced |
| WealthPLAN Partners, LLC | 1,104 | $364.0K | 0.05% | −170−13.3% | Reduced |
| Financial Advisors Network, Inc. | 1,103 | $363.7K | 0.06% | +9+0.8% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,101 | $363.1K | 0.30% | +34+3.2% | Added |
| SkyOak Wealth, LLC | 1,101 | $363.0K | 0.08% | +89+8.8% | Added |
| Consilium Wealth Advisory, LLC | 1,100 | $362.8K | 0.18% | +19+1.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $362.8K | 0.03% | 00.0% | Unchanged |