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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 10,612 | $3.50M | 0.09% | +2,593+32.3% | Added |
| Mystic Asset Management, Inc. | 10,605 | $3.50M | 0.92% | 00.0% | Unchanged |
| Heritage Trust Co | 10,599 | $3.50M | 0.42% | +763+7.8% | Added |
| Advisors Asset Management, Inc. | 10,584 | $3.49M | 0.07% | −6,124−36.7% | Reduced |
| Rokos Capital Management LLP | 10,558 | $3.48M | 0.09% | +10,558 | New |
| Great Valley Advisor Group, Inc. | 10,552 | $3.48M | 0.07% | +444+4.4% | Added |
| Diversified Trust Co | 10,542 | $3.48M | 0.09% | +2,915+38.2% | Added |
| BLB&B Advisors, LLC | 10,521 | $3.47M | 0.18% | +15+0.1% | Added |
| PEAK6 LLC | 10,520 | $3.47M | 0.14% | +10,518+525,900.0% | Added |
| Zhang Financial LLC | 10,485 | $3.46M | 0.18% | +1,327+14.5% | Added |
| DT Investment Partners, LLC | 10,448 | $3.45M | 0.33% | −2,026−16.2% | Reduced |
| Verdence Capital Advisors LLC | 10,415 | $3.43M | 0.26% | −188−1.8% | Reduced |
| NorthRock Partners, LLC | 10,348 | $3.41M | 0.11% | +277+2.8% | Added |
| Whalerock Point Partners, LLC | 10,342 | $3.41M | 0.81% | −450−4.2% | Reduced |
| Naples Global Advisors, LLC | 10,257 | $3.38M | 0.32% | +408+4.1% | Added |
| Argent Trust Co | 10,246 | $3.38M | 0.14% | −542−5.0% | Reduced |
| Consolidated Capital Management, LLC | 10,246 | $3.38M | 1.40% | +626+6.5% | Added |
| Parallel Advisors, LLC | 10,230 | $3.37M | 0.08% | +134+1.3% | Added |
| Modern Wealth Management, LLC | 10,217 | $3.37M | 0.11% | +310+3.1% | Added |
| VestGen Advisors, LLC | 10,214 | $3.37M | 0.15% | +10,214 | New |
| Concord Wealth Partners | 10,209 | $3.37M | 0.55% | +973+10.5% | Added |
| Gluskin Sheff & Assoc Inc | 10,125 | $3.34M | 0.43% | −28−0.3% | Reduced |
| Mattern Wealth Management LLC | 10,103 | $3.33M | 0.74% | +625+6.6% | Added |
| Fisher Funds Management LTD | 10,023 | $3.31M | 0.08% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 9,992 | $3.30M | 1.58% | −605−5.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,967 | $3.29M | 1.10% | +842+9.2% | Added |
| LMG Wealth Partners, LLC | 9,959 | $3.28M | 0.73% | +67+0.7% | Added |
| Family Management Corp | 9,944 | $3.28M | 0.54% | +406+4.3% | Added |
| Delta Capital Management LLC | 9,880 | $3.26M | 1.89% | +8,880+888.0% | Added |
| First Dallas Securities Inc. | 9,854 | $3.25M | 1.36% | −14−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 9,755 | $3.22M | 0.36% | +123+1.3% | Added |
| Nilsine Partners, LLC | 9,713 | $3.20M | 0.35% | −85−0.9% | Reduced |
| RB Capital Management, LLC | 9,702 | $3.20M | 0.78% | −44−0.5% | Reduced |
| Finer Wealth Management, Inc. | 9,680 | $3.19M | 1.91% | +251+2.7% | Added |
| Wellington Shields & Co., LLC | 9,637 | $3.18M | 0.99% | +29+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 9,609 | $3.17M | 0.04% | −742−7.2% | Reduced |
| Credit Industriel Et Commercial | 9,604 | $3.17M | 0.57% | +9,604 | New |
| Ritholtz Wealth Management | 9,587 | $3.16M | 0.09% | +40.0% | Added |
| Cumberland Advisors Inc | 9,553 | $3.15M | 1.43% | −297−3.0% | Reduced |
| Evercore Wealth Management, LLC | 9,484 | $3.13M | 0.05% | −683−6.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,478 | $3.13M | 0.65% | +10.0% | Added |
| V-Square Quantitative Management LLC | 9,467 | $3.12M | 0.46% | +459+5.1% | Added |
| Compagnie Lombard Odier SCmA | 9,447 | $3.12M | 0.04% | −11,304−54.5% | Reduced |
| HBK Sorce Advisory LLC | 9,409 | $3.10M | 0.09% | +93+1.0% | Added |
| Profund Advisors LLC | 9,395 | $3.10M | 0.13% | −763−7.5% | Reduced |
| Cambridge Advisors Inc. | 9,364 | $3.09M | 0.68% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 9,347 | $3.08M | 0.32% | −35−0.4% | Reduced |
| 1st Source Bank | 9,303 | $3.07M | 0.18% | +44+0.5% | Added |
| SevenBridge Financial Group, LLC | 8,954 | $3.07M | 0.60% | +2,550+39.8% | Added |
| Fidelis Capital Partners, LLC | 9,970 | $3.06M | 0.32% | −35−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,262 | $3.05M | 1.45% | +40.0% | Added |
| First National Bank & Trust Co of Newtown | 9,222 | $3.04M | 0.64% | −10−0.1% | Reduced |
| Change Path, LLC | 9,192 | $3.03M | 0.09% | +1,022+12.5% | Added |
| Buckley Wealth Management, LLC | 9,190 | $3.03M | 0.94% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 9,089 | $3.00M | 0.08% | −1,238−12.0% | Reduced |
| Arete Wealth Advisors, LLC | 9,063 | $2.99M | 0.23% | +1,916+26.8% | Added |
| McKinley Carter Wealth Services, Inc. | 9,060 | $2.99M | 0.18% | −94−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,025 | $2.98M | 0.20% | +662+7.9% | Added |
| Aire Advisors, LLC | 9,017 | $2.97M | 0.63% | −200−2.2% | Reduced |
| Mill Capital Management, LLC | 8,999 | $2.97M | 0.24% | −738−7.6% | Reduced |
| Baldwin Investment Management, LLC | 8,990 | $2.96M | 0.36% | +1,195+15.3% | Added |
| South Dakota Investment Council | 8,964 | $2.96M | 0.06% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 8,959 | $2.95M | 1.11% | +1,686+23.2% | Added |
| Cannon Advisors, Inc. | 8,932 | $2.95M | 2.71% | −283−3.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,915 | $2.94M | 0.28% | −60−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,885 | $2.93M | 0.06% | −17−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 8,884 | $2.93M | 0.24% | +4,794+117.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,878 | $2.93M | 1.90% | −38−0.4% | Reduced |
| Quest Partners LLC | 8,859 | $2.92M | 0.32% | +7,126+411.2% | Added |
| Foundations Investment Advisors, LLC | 8,844 | $2.92M | 0.05% | +1,157+15.1% | Added |
| HITE Hedge Asset Management LLC | 8,817 | $2.91M | 0.18% | −2,360−21.1% | Reduced |
| Schnieders Capital Management LLC | 8,800 | $2.90M | 0.62% | −1,000−10.2% | Reduced |
| Westpac Banking Corp | 8,767 | $2.89M | 0.21% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,749 | $2.89M | 0.08% | −406−4.4% | Reduced |
| Cullen Investment Group, Ltd. | 8,690 | $2.87M | 0.43% | −73−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 8,676 | $2.86M | 0.02% | +4,404+103.1% | Added |
| Prudential PLC | 8,629 | $2.85M | 0.01% | −3,329−27.8% | Reduced |
| Naviter Wealth, LLC | 8,577 | $2.83M | 0.34% | +40+0.5% | Added |
| Abn Amro Investment Solutions | 8,565 | $2.82M | 0.06% | +66+0.8% | Added |
| Pinnacle Holdings, LLC | 8,536 | $2.82M | 1.07% | −415−4.6% | Reduced |
| River Street Advisors LLC | 8,522 | $2.81M | 1.39% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 8,506 | $2.81M | 0.86% | +9+0.1% | Added |
| Davidson Capital Management Inc. | 8,500 | $2.80M | 0.76% | −1,167−12.1% | Reduced |
| MUFG Securities Americas Inc. | 8,460 | $2.79M | 0.32% | +1,332+18.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,458 | $2.79M | 0.98% | +41+0.5% | Added |
| Daymark Wealth Partners, LLC | 8,450 | $2.79M | 0.12% | −119,968−93.4% | Reduced |
| Horizon Investments, LLC | 8,478 | $2.78M | 0.08% | +211+2.6% | Added |
| Gould Capital, LLC | 8,400 | $2.77M | 1.94% | −121−1.4% | Reduced |
| Bernard Wealth Management Corp. | 8,390 | $2.77M | 1.35% | +54+0.6% | Added |
| Inspire Advisors, LLC | 8,350 | $2.75M | 0.32% | +1,507+22.0% | Added |
| Hanson & Doremus Investment Management | 8,342 | $2.75M | 0.40% | −35−0.4% | Reduced |
| Keeler Thomas Management LLC | 8,323 | $2.74M | 1.34% | −7,124−46.1% | Reduced |
| Radnor Capital Management, LLC | 8,312 | $2.74M | 0.46% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,291 | $2.73M | 0.05% | −195−2.3% | Reduced |
| Graypoint LLC | 8,258 | $2.72M | 0.17% | −2,408−22.6% | Reduced |
| Tradewinds, LLC. | 8,252 | $2.72M | 0.77% | +16+0.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,246 | $2.72M | 0.56% | −8,793−51.6% | Reduced |
| Park National Corp | 8,222 | $2.71M | 0.10% | −76−0.9% | Reduced |
| Qtron Investments LLC | 8,216 | $2.71M | 0.41% | −371−4.3% | Reduced |
| Hudock, Inc. | 8,213 | $2.71M | 0.47% | −1,098−11.8% | Reduced |