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
- 2,903
- −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
- 1,181 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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 17,546 | $5.79M | 0.05% | +2,251+14.7% | Added |
| Bridge Creek Capital Management LLC | 17,436 | $5.75M | 1.81% | +75+0.4% | Added |
| EP Wealth Advisors, LLC | 17,319 | $5.71M | 0.05% | −294−1.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,247 | $5.69M | 1.41% | −444−2.5% | Reduced |
| Country Club Bank | 17,246 | $5.69M | 0.38% | +185+1.1% | Added |
| Romano Brothers and Company | 17,224 | $5.68M | 0.73% | 00.0% | Unchanged |
| Advocate Group LLC | 17,189 | $5.67M | 1.03% | −253−1.5% | Reduced |
| Colonial Trust Advisors | 17,145 | $5.65M | 0.50% | +71+0.4% | Added |
| Griffin Asset Management, Inc. | 17,129 | $5.65M | 0.69% | +31+0.2% | Added |
| Stratos Wealth Partners, LTD. | 17,041 | $5.62M | 0.09% | −4,222−19.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 16,696 | $5.51M | 0.29% | +982+6.2% | Added |
| Cary Street Partners Financial LLC | 16,694 | $5.51M | 0.17% | +1,031+6.6% | Added |
| Family Legacy, Inc. | 16,669 | $5.50M | 1.89% | +40.0% | Added |
| Vivaldi Capital Management, LLC | 16,601 | $5.48M | 0.88% | −735−4.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 16,586 | $5.47M | 1.82% | +375+2.3% | Added |
| Roundview Capital LLC | 16,582 | $5.47M | 0.39% | +396+2.4% | Added |
| Mairs & Power Inc | 16,553 | $5.46M | 0.06% | −140−0.8% | Reduced |
| Flputnam Investment Management Co | 16,523 | $5.45M | 0.10% | +195+1.2% | Added |
| Montag A & Associates Inc | 16,470 | $5.43M | 0.27% | +37+0.2% | Added |
| CAPROCK Group, Inc. | 16,417 | $5.41M | 0.17% | +1,503+10.1% | Added |
| Greenleaf Trust | 16,411 | $5.41M | 0.05% | −1,330−7.5% | Reduced |
| Pallas Capital Advisors LLC | 16,382 | $5.40M | 0.22% | +461+2.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,367 | $5.40M | 0.50% | −133−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 16,358 | $5.39M | 0.16% | −15,420−48.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 16,313 | $5.38M | 0.07% | −826−4.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,300 | $5.38M | 0.50% | +3,000+22.6% | Added |
| Groupe la Francaise | 15,968 | $5.36M | 0.11% | +1,046+7.0% | Added |
| Ascent Wealth Partners, LLC | 16,239 | $5.36M | 0.72% | +102+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 16,204 | $5.34M | 0.46% | −50.0% | Reduced |
| Holderness Investments Co | 16,177 | $5.34M | 1.24% | +28+0.2% | Added |
| Siemens Fonds Invest GmbH | 16,144 | $5.32M | 0.37% | +225+1.4% | Added |
| Nomura Holdings Inc | 16,081 | $5.30M | 0.03% | −41,269−72.0% | Reduced |
| Sandhill Capital Partners LLC | 16,071 | $5.30M | 0.44% | +93+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 16,053 | $5.29M | 0.20% | −1,487−8.5% | Reduced |
| Wright Investors Service Inc | 16,031 | $5.29M | 1.75% | −1,542−8.8% | Reduced |
| Community Bank, N.A. | 16,018 | $5.28M | 0.71% | −617−3.7% | Reduced |
| Columbia Asset Management | 15,976 | $5.27M | 1.07% | −970−5.7% | Reduced |
| Anderson Hoagland & Co | 19,211 | $5.26M | 0.62% | +29+0.2% | Added |
| Chicago Capital, LLC | 15,934 | $5.26M | 0.15% | +795+5.3% | Added |
| Guyasuta Investment Advisors Inc | 15,919 | $5.25M | 0.34% | −259−1.6% | Reduced |
| Legacy CG, LLC | 15,871 | $5.23M | 1.69% | +417+2.7% | Added |
| Eastern Bank | 15,776 | $5.20M | 0.10% | +1,582+11.1% | Added |
| Perigon Wealth Management, LLC | 15,719 | $5.18M | 0.13% | −4,821−23.5% | Reduced |
| Geneos Wealth Management Inc. | 15,684 | $5.17M | 0.17% | +712+4.8% | Added |
| Twin Capital Management Inc | 15,638 | $5.16M | 0.60% | −378−2.4% | Reduced |
| Atomi Financial Group, Inc. | 15,535 | $5.12M | 0.23% | −7,658−33.0% | Reduced |
| Illinois Municipal Retirement Fund | 15,496 | $5.11M | 0.07% | −14,836−48.9% | Reduced |
| iA Global Asset Management Inc. | 15,477 | $5.10M | 0.09% | −3,359−17.8% | Reduced |
| Edgar Lomax Co | 15,400 | $5.08M | 0.32% | −62,693−80.3% | Reduced |
| Covington Investment Advisors Inc. | 15,380 | $5.07M | 0.79% | +13,905+942.7% | Added |
| Trajan Wealth LLC | 15,207 | $5.02M | 0.27% | +2,040+15.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,200 | $5.01M | 0.08% | −129−0.8% | Reduced |
| Alps Advisors Inc | 15,142 | $4.99M | 0.03% | −489−3.1% | Reduced |
| PFG Advisors | 15,127 | $4.99M | 0.28% | +5,891+63.8% | Added |
| We Are One Seven, LLC | 15,109 | $4.98M | 0.19% | +1,099+7.8% | Added |
| TCI Wealth Advisors, Inc. | 15,090 | $4.98M | 0.40% | −25−0.2% | Reduced |
| Monument Capital Management | 15,077 | $4.97M | 1.53% | +153+1.0% | Added |
| RBF Capital, LLC | 15,000 | $4.95M | 0.31% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $4.95M | 1.16% | 00.0% | Unchanged |
| Gouws Capital LLC | 14,990 | $4.94M | 3.23% | +928+6.6% | Added |
| Bell Asset Management Ltd | 14,981 | $4.94M | 0.91% | +14,981 | New |
| Sowell Financial Services LLC | 14,949 | $4.93M | 0.22% | +2,525+20.3% | Added |
| Spire Wealth Management | 14,916 | $4.92M | 0.16% | +1,999+15.5% | Added |
| Equitable Trust Co | 14,842 | $4.89M | 0.27% | −429−2.8% | Reduced |
| GAM Holding AG | 14,832 | $4.89M | 0.38% | +589+4.1% | Added |
| Independent Financial Group, LLC | 14,831 | $4.89M | 0.17% | +758+5.4% | Added |
| Verition Fund Management LLC | 14,732 | $4.86M | 0.03% | +6,697+83.3% | Added |
| Leavell Investment Management, Inc. | 14,708 | $4.85M | 0.24% | +350+2.4% | Added |
| Sandy Spring Bank | 14,679 | $4.84M | 0.20% | +189+1.3% | Added |
| First Business Financial Services, Inc. | 14,667 | $4.84M | 0.48% | 00.0% | Unchanged |
| Robbins Farley LLC | 14,667 | $4.84M | 2.57% | +124+0.9% | Added |
| Canandaigua National Bank & Trust Co | 14,657 | $4.83M | 0.48% | −486−3.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 14,656 | $4.83M | 1.81% | +6,525+80.2% | Added |
| Wealthcare Advisory Partners LLC | 14,585 | $4.81M | 0.13% | −245−1.7% | Reduced |
| Malaga Cove Capital, LLC | 14,565 | $4.80M | 2.08% | −114−0.8% | Reduced |
| Eukles Asset Management | 14,547 | $4.80M | 2.11% | +153+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 14,515 | $4.79M | 0.17% | +614+4.4% | Added |
| Burney Co | 14,499 | $4.78M | 0.17% | −358−2.4% | Reduced |
| Richard Bernstein Advisors LLC | 14,484 | $4.78M | 0.12% | −588−3.9% | Reduced |
| Bailard, Inc. | 14,440 | $4.76M | 0.12% | +143+1.0% | Added |
| Montgomery Investment Management Inc | 14,373 | $4.74M | 1.89% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 14,361 | $4.74M | 1.15% | −186−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 14,324 | $4.72M | 0.91% | 00.0% | Unchanged |
| Terry L. Blaker | 14,268 | $4.71M | 0.19% | −392−2.7% | Reduced |
| Financial Advisory Service, Inc. | 14,209 | $4.69M | 0.38% | +490+3.6% | Added |
| Private Wealth Asset Management, LLC | 14,203 | $4.68M | 0.67% | +14,203 | New |
| Johnson Financial Group, Inc. | 14,184 | $4.68M | 0.23% | +470+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,042 | $4.63M | 0.33% | −8,493−37.7% | Reduced |
| Liberty One Investment Management, LLC | 14,035 | $4.63M | 0.47% | +771+5.8% | Added |
| IFP Advisors, Inc | 14,018 | $4.62M | 0.14% | +3,675+35.5% | Added |
| Steel Peak Wealth Management LLC | 14,004 | $4.62M | 0.20% | −909−6.1% | Reduced |
| Seascape Capital Management | 14,003 | $4.62M | 1.61% | +186+1.3% | Added |
| Bank of Hawaii | 13,967 | $4.61M | 0.26% | −527−3.6% | Reduced |
| JPL Wealth Management, LLC | 13,960 | $4.60M | 1.31% | +424+3.1% | Added |
| Blue Edge Capital, LLC | 13,923 | $4.59M | 0.74% | +42+0.3% | Added |
| Mathes Company, Inc. | 13,902 | $4.58M | 1.86% | −312−2.2% | Reduced |
| Pflug Koory, LLC | 13,900 | $4.58M | 2.55% | −50−0.4% | Reduced |
| Reliant Investment Management, LLC | 13,830 | $4.56M | 2.37% | −45−0.3% | Reduced |
| Altrius Capital Management Inc | 13,785 | $4.55M | 1.11% | +324+2.4% | Added |
| Asset Dedication, LLC | 13,751 | $4.54M | 0.37% | −340−2.4% | Reduced |