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 |
|---|---|---|---|---|---|
| Royal Capital Wealth Management, LLC | 1,100 | $362.8K | 0.25% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,098 | $362.3K | 0.01% | −70−6.0% | Reduced |
| Mission Financial Group, LLC | 509 | $360.9K | 0.33% | +509 | New |
| Stonebrook Private Inc. | 1,093 | $360.4K | 0.09% | +39+3.7% | Added |
| Financial Advisors, LLC | 1,090 | $359.5K | 0.07% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,089 | $359.2K | 0.14% | +40+3.8% | Added |
| Asset Planning,Inc | 1,087 | $358.6K | 0.28% | +2+0.2% | Added |
| Chesley Taft & Associates LLC | 1,087 | $358.5K | 0.02% | −219−16.8% | Reduced |
| Fortress Private Ledger, LLC | 1,086 | $358.3K | 0.20% | +354+48.4% | Added |
| Clarity Wealth Advisors, LLC | 1,083 | $357.2K | 0.10% | +1,083 | New |
| Drake & Associates, LLC | 1,082 | $356.8K | 0.10% | +176+19.4% | Added |
| Optas, LLC | 1,082 | $356.8K | 0.06% | −290−21.1% | Reduced |
| Sterling Investment Counsel, LLC | 1,081 | $356.6K | 0.12% | +456+73.0% | Added |
| OneAscent Investment Solutions LLC | 1,078 | $356.0K | 0.42% | +1,078 | New |
| Monte Financial Group, LLC | 1,208 | $355.6K | 0.16% | −58−4.6% | Reduced |
| Silvant Capital Management LLC | 1,076 | $354.9K | 0.02% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,074 | $354.2K | 0.05% | 00.0% | Unchanged |
| Invst, LLC | 1,074 | $354.2K | 0.05% | +411+62.0% | Added |
| Bristlecone Advisors, LLC | 1,073 | $354.0K | 0.03% | −33−3.0% | Reduced |
| Arlington Trust Co LLC | 1,070 | $352.9K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,067 | $352.1K | 0.02% | −69−6.1% | Reduced |
| Elgethun Capital Management | 1,067 | $352.0K | 0.08% | −30−2.7% | Reduced |
| Washington Trust Bank | 1,067 | $351.9K | 0.04% | −1,282−54.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,065 | $351.2K | 0.07% | −500−31.9% | Reduced |
| Bender Robert & Associates | 1,064 | $350.9K | 0.09% | −20−1.8% | Reduced |
| Meridian Wealth Advisors, LLC | 1,063 | $350.6K | 0.06% | +1+0.1% | Added |
| United Community Bank | 1,062 | $350.2K | 0.13% | −6,609−86.2% | Reduced |
| NTV Asset Management LLC | 1,059 | $349.4K | 0.05% | +54+5.4% | Added |
| STAR Financial Bank | 1,058 | $348.9K | 0.26% | −111−9.5% | Reduced |
| Wall Street Access Asset Management, LLC | 1,057 | $348.6K | 0.14% | +10+1.0% | Added |
| Miller Wealth Advisors, LLC | 1,056 | $348.3K | 0.19% | +56+5.6% | Added |
| Master's Wealth Management Inc. | 1,055 | $348.0K | 0.18% | +84+8.7% | Added |
| Antonelli Financial Advisors, LLC | 1,053 | $347.4K | 0.28% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,053 | $347.3K | 0.06% | 00.0% | Unchanged |
| Onyx Financial Advisors, LLC | 1,051 | $346.6K | 0.18% | +4+0.4% | Added |
| First Community Trust NA | 1,050 | $346.3K | 0.30% | −300−22.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,048 | $345.6K | 0.14% | −15−1.4% | Reduced |
| Financial Perspectives, Inc | 1,048 | $345.6K | 0.12% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,047 | $345.4K | 0.03% | +415+65.7% | Added |
| First Hawaiian Bank | 1,044 | $344.3K | 0.05% | −1,916−64.7% | Reduced |
| Childress Capital Advisors, LLC | 1,043 | $344.1K | 0.10% | +5+0.5% | Added |
| Aspire Growth Partners LLC | 1,071 | $342.9K | 0.30% | +12+1.1% | Added |
| Carmel Capital Partners, LLC | 1,038 | $342.3K | 0.13% | +4+0.4% | Added |
| Register Financial Advisors LLC | 1,038 | $342.3K | 0.18% | −41−3.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,036 | $341.7K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 1,035 | $341.2K | 0.06% | −575−35.7% | Reduced |
| Verum Partners LLC | 1,033 | $340.6K | 0.09% | +167+19.3% | Added |
| Smallwood Wealth Investment Management, LLC | 1,028 | $339.2K | 0.21% | 00.0% | Unchanged |
| Prostatis Group LLC | 1,028 | $339.1K | 0.11% | −251−19.6% | Reduced |
| Lynx Investment Advisory | 1,028 | $338.9K | 0.23% | +7+0.7% | Added |
| Hillsdale Investment Management Inc. | 1,027 | $338.7K | 0.02% | −510−33.2% | Reduced |
| Summit X, LLC | 1,025 | $338.0K | 0.07% | +32+3.2% | Added |
| Horan Capital Advisors, LLC. | 1,023 | $337.4K | 0.11% | +82+8.7% | Added |
| Highview Capital Management LLC | 1,020 | $336.4K | 0.14% | −300−22.7% | Reduced |
| Community Trust & Investment Co | 1,020 | $336.4K | 0.02% | −4−0.4% | Reduced |
| Centerpoint Advisory Group | 1,020 | $336.4K | 0.33% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,020 | $336.4K | 0.05% | +375+58.1% | Added |
| Okabena Investment Services Inc | 1,020 | $336.4K | 0.08% | +1,020 | New |
| Hutchinson Capital Management | 1,017 | $335.4K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,017 | $335.4K | 0.22% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,017 | $335.4K | 0.02% | +115+12.7% | Added |
| Palogic Value Management, L.P. | 1,015 | $334.7K | 0.15% | +58+6.1% | Added |
| Crews Bank & Trust | 1,014 | $334.4K | 0.06% | +195+23.8% | Added |
| 49 Wealth Management, LLC | 1,013 | $333.9K | 0.04% | +19+1.9% | Added |
| NFP Retirement, Inc. | 1,011 | $333.5K | 0.03% | +37+3.8% | Added |
| SPC Financial, Inc. | 1,011 | $333.5K | 0.03% | −101−9.1% | Reduced |
| Acorns Advisers, LLC | 1,009 | $333.0K | 0.00% | +212+26.6% | Added |
| Good Steward Wealth Advisors,LLC | 1,008 | $332.4K | 0.30% | +1,008 | New |
| American Institute for Advanced Investment Management, LLP | 1,005 | $331.4K | 0.25% | 00.0% | Unchanged |
| Sym Financial Corp | 1,003 | $330.7K | 0.04% | −48−4.6% | Reduced |
| Axq Capital, LP | 1,001 | $330.1K | 0.13% | −5,500−84.6% | Reduced |
| Baker Boyer National Bank | 1,001 | $330.1K | 0.12% | +56+5.9% | Added |
| Ring Mountain Capital, LLC | 1,000 | $329.8K | 0.25% | −3−0.3% | Reduced |
| Merrion Investment Management Co, LLC | 1,000 | $329.8K | 0.24% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $329.8K | 0.27% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 1,000 | $329.8K | 0.22% | +1,000 | New |
| Angeles Wealth Management, LLC | 996 | $328.5K | 0.03% | +69+7.4% | Added |
| Wealth Dimensions Group, Ltd. | 994 | $327.8K | 0.08% | +53+5.6% | Added |
| DeDora Capital, Inc. | 991 | $326.7K | 0.09% | +991 | New |
| Plante Moran Financial Advisors, LLC | 989 | $326.2K | 0.03% | +12+1.2% | Added |
| Nautilus Advisors LLC | 988 | $325.8K | 0.27% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 985 | $324.7K | 0.05% | +36+3.8% | Added |
| Wealth Management Nebraska | 984 | $324.6K | 0.05% | +47+5.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 984 | $324.5K | 0.03% | −4−0.4% | Reduced |
| Heritage Financial Services, LLC | 979 | $322.9K | 0.03% | +28+2.9% | Added |
| Kelly Lawrence W & Associates Inc | 979 | $322.9K | 0.08% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 977 | $322.2K | 0.04% | +45+4.8% | Added |
| Central Valley Advisors, LLC | 977 | $322.2K | 0.12% | +25+2.6% | Added |
| Beddow Capital Management Inc | 975 | $322.0K | 0.12% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 975 | $321.6K | 0.25% | −21−2.1% | Reduced |
| NorthStar Asset Management LLC | 971 | $320.1K | 0.20% | −46−4.5% | Reduced |
| Old North State Trust, LLC | 883 | $320.0K | 0.20% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 970 | $319.9K | 0.18% | −77−7.4% | Reduced |
| Partners Wealth Management, LLC | 970 | $319.9K | 0.36% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 970 | $319.9K | 0.07% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 969 | $319.7K | 0.07% | −3−0.3% | Reduced |
| Uniting Wealth Partners, LLC | 969 | $319.6K | 0.16% | 00.0% | Unchanged |
| Chicago Trust Co NA | 965 | $318.3K | 0.06% | −826−46.1% | Reduced |
| First Interstate Bank | 960 | $316.6K | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 957 | $315.7K | 0.13% | +207+27.6% | Added |