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 |
|---|---|---|---|---|---|
| Marex Group plc | 954 | $314.6K | 0.01% | −550−36.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 952 | $313.9K | 0.04% | +321+50.9% | Added |
| D.B. Root & Company, LLC | 951 | $313.6K | 0.10% | −7−0.7% | Reduced |
| Winton Group Ltd | 950 | $313.3K | 0.02% | −382−28.7% | Reduced |
| First United Bank Trust | 950 | $313.3K | 0.12% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 950 | $313.3K | 0.16% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 950 | $313.0K | 0.26% | 00.0% | Unchanged |
| American State Bank (Iowa) | 947 | $312.3K | 0.19% | +40+4.4% | Added |
| Apexium Financial, LP | 945 | $311.8K | 0.02% | −30−3.1% | Reduced |
| 360 Financial, Inc. | 945 | $311.7K | 0.11% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 945 | $311.5K | 0.14% | +6+0.6% | Added |
| O'Rourke & Company, Inc | 944 | $311.3K | 0.15% | +25+2.7% | Added |
| Dover Advisors, LLC | 943 | $311.1K | 0.14% | +231+32.4% | Added |
| Vista Wealth Management Group, LLC | 943 | $311.0K | 0.02% | +51+5.7% | Added |
| Cyr Financial Inc. | 943 | $310.9K | 0.28% | +2+0.2% | Added |
| 1620 Investment Advisors, Inc. | 942 | $310.5K | 0.24% | −16−1.7% | Reduced |
| Eagle Capital Management, LLC | 939 | $310.0K | 0.14% | +300+46.9% | Added |
| Exchange Capital Management, Inc. | 938 | $309.4K | 0.05% | −48−4.9% | Reduced |
| MBB Public Markets I LLC | 937 | $309.0K | 0.04% | +937 | New |
| Wedgewood Investors Inc | 933 | $307.7K | 0.37% | 00.0% | Unchanged |
| Citizens & Northern Corp | 932 | $307.4K | 0.09% | +7+0.8% | Added |
| Bingham Private Wealth, LLC | 930 | $306.7K | 0.32% | −8−0.9% | Reduced |
| Liberty Wealth Management LLC | 929 | $306.5K | 0.06% | −19,965−95.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 928 | $306.1K | 0.17% | −45−4.6% | Reduced |
| Fiduciary Financial Group, LLC | 1,056 | $305.4K | 0.07% | −773−42.3% | Reduced |
| JSF Financial, LLC | 925 | $304.9K | 0.08% | −27−2.8% | Reduced |
| Manchester Financial Inc | 924 | $304.6K | 0.07% | −3−0.3% | Reduced |
| Centric Wealth Management | 922 | $304.2K | 0.08% | −5−0.5% | Reduced |
| Anchor Capital Advisors LLC | 922 | $304.1K | 0.01% | −205−18.2% | Reduced |
| Aventura Private Wealth, LLC | 921 | $303.8K | 0.16% | +8+0.9% | Added |
| Compass Capital Corp | 1,072 | $303.4K | 0.16% | −1,522−58.7% | Reduced |
| PCG Asset Management, LLC | 920 | $303.4K | 0.28% | +80+9.5% | Added |
| JB Capital LLC | 917 | $302.5K | 0.02% | −5−0.5% | Reduced |
| Wedge Capital Management L L P | 917 | $302.4K | 0.01% | +42+4.8% | Added |
| Winslow Asset Management Inc | 915 | $302.0K | 0.07% | −225−19.7% | Reduced |
| Van Cleef Asset Management,Inc | 915 | $301.8K | 0.03% | −5−0.5% | Reduced |
| Oxford Financial Group Ltd | 914 | $301.4K | 0.02% | −136−13.0% | Reduced |
| Laffer Tengler Investments | 912 | $300.8K | 0.06% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 912 | $300.8K | 0.26% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 911 | $300.5K | 0.04% | −454−33.3% | Reduced |
| XY Capital Ltd | 911 | $300.4K | 0.20% | +313+52.3% | Added |
| James J. Burns & Company, LLC | 911 | $300.4K | 0.05% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 911 | $300.4K | 0.07% | −416−31.3% | Reduced |
| Novare Capital Management LLC | 910 | $300.0K | 0.03% | −1,300−58.8% | Reduced |
| Avantra Family Wealth, Inc. | 905 | $298.5K | 0.29% | 00.0% | Unchanged |
| Fragasso Group Inc. | 905 | $298.3K | 0.02% | +6+0.7% | Added |
| Convergence Financial, LLC | 903 | $297.7K | 0.06% | −157−14.8% | Reduced |
| Crane Advisory, LLC | 1,014 | $297.6K | 0.05% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 902 | $297.5K | 0.13% | +79+9.6% | Added |
| HTG Investment Advisors, Inc. | 900 | $296.9K | 0.12% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 900 | $296.8K | 0.04% | −149−14.2% | Reduced |
| Mullaney, Keating & Wright, Inc. | 900 | $296.8K | 0.20% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 899 | $296.5K | 0.07% | +16+1.8% | Added |
| Smith Thornton Advisors LLC | 896 | $295.5K | 0.18% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,006 | $295.2K | 0.31% | +196+24.2% | Added |
| Hamilton Capital, LLC | 895 | $295.2K | 0.02% | +7+0.8% | Added |
| Chemistry Wealth Management LLC | 891 | $293.9K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 890 | $293.5K | 0.12% | −591−39.9% | Reduced |
| Magnolia Capital Advisors LLC | 889 | $293.2K | 0.08% | −50−5.3% | Reduced |
| Indie Asset Partners, LLC | 886 | $292.3K | 0.25% | −337−27.6% | Reduced |
| Keystone Financial Group | 886 | $292.3K | 0.03% | −60−6.3% | Reduced |
| Strategies Wealth Advisors, LLC | 882 | $291.0K | 0.04% | +882 | New |
| Maple Capital Management, Inc. | 881 | $290.7K | 0.02% | +172+24.3% | Added |
| Eclectic Associates Inc | 880 | $290.2K | 0.08% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 880 | $290.2K | 0.04% | +87+11.0% | Added |
| LifePlan Financial, LLC | 879 | $289.9K | 0.25% | +879 | New |
| Wagner Wealth Management, LLC | 877 | $289.3K | 0.07% | +209+31.3% | Added |
| Waterford Advisors, LLC | 877 | $289.2K | 0.12% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 877 | $289.1K | 0.07% | −7−0.8% | Reduced |
| Adams Wealth Management | 876 | $288.9K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $288.9K | 0.06% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 875 | $288.7K | 0.23% | +1+0.1% | Added |
| Capula Management Ltd | 873 | $287.9K | 0.00% | +684+361.9% | Added |
| Stonebridge Financial Planning Group, LLC | 872 | $287.7K | 0.13% | −15−1.7% | Reduced |
| Tandem Wealth Advisors LLC | 869 | $286.6K | 0.15% | −142−14.0% | Reduced |
| Cullen Capital Management LLC | 869 | $286.6K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 866 | $286.2K | 0.13% | +405+87.9% | Added |
| Crown Wealth Group, LLC | 867 | $285.9K | 0.15% | +13+1.5% | Added |
| FSM Wealth Advisors, LLC | 866 | $285.7K | 0.06% | +178+25.9% | Added |
| Security National Bank of Sioux City Iowa | 864 | $284.9K | 0.21% | −40−4.4% | Reduced |
| Jupiter Wealth Management LLC | 808 | $284.9K | 0.17% | −450−35.8% | Reduced |
| Holland Advisory Services, Inc. | 863 | $284.8K | 0.43% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 863 | $284.6K | 0.07% | −25−2.8% | Reduced |
| Black Diamond Financial, LLC | 859 | $283.2K | 0.04% | +1+0.1% | Added |
| Griffith & Werner, Inc. | 854 | $281.7K | 0.18% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 853 | $281.3K | 0.11% | +853 | New |
| 10Elms LLP | 852 | $281.0K | 0.28% | 00.0% | Unchanged |
| Northwest Financial Advisors | 850 | $280.4K | 0.23% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 850 | $280.3K | 0.15% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 849 | $280.0K | 0.12% | +5+0.6% | Added |
| Personal Cfo Solutions, LLC | 844 | $278.5K | 0.06% | +199+30.9% | Added |
| M.E. Allison & Co., Inc. | 844 | $278.4K | 0.28% | +1+0.1% | Added |
| Mayfair Advisory Group, LLC | 844 | $278.4K | 0.16% | +1+0.1% | Added |
| denkapparat Operations GmbH | 844 | $278.4K | 0.29% | −230−21.4% | Reduced |
| Lodestar Private Asset Management LLC | 842 | $277.7K | 0.03% | −25−2.9% | Reduced |
| Ellenbecker Investment Group | 842 | $277.7K | 0.05% | +2+0.2% | Added |
| waypoint wealth counsel | 842 | $277.4K | 0.17% | −63−7.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 841 | $277.4K | 0.03% | −34−3.9% | Reduced |
| South Street Advisors LLC | 840 | $277.0K | 0.05% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 762 | $276.4K | 0.09% | +2+0.3% | Added |