CaterpillarCAT
13F holders, Q4 2024 (December 31)3,007holders +172
115new positions
157sold out
14famous investors
$362.63avg. 13F price*
At the end of Q4 2024, 3,007 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 172 from Q3 2024. 115 opened new positions and 157 sold out. The largest holders were Vanguard Group Inc. ($17.0B), State Street Corp. ($13.3B) and BlackRock, Inc. ($12.9B). 14 famous investors held it, including Bill Gates / Michael Larson (6.3% of Gates Foundation Trust's portfolio), Ken Fisher (1.3% of Fisher Asset Management's portfolio) and Tom Gayner (1.0% of Markel Group's portfolio).
- Company
- Caterpillar Inc.
- Sector
- Industrials
- CUSIP
- 149123101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $316.6M |
| Exits | 157 | $438.9M |
All 13F filers, Q3 2024 → Q4 2024: 10,152,394 shares bought and 13,106,671 shares sold, net −2,954,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,007 holders
| Vanguard Group Inc. | 0.30% | Add +0.6% | 46,809,540 | $17.0B |
| State Street Corp. | 0.53% | Add +0.7% | 36,631,309 | $13.3B |
| BlackRock, Inc. | 0.26% | Add +0.3% | 35,517,697 | $12.9B |
| State Farm Mutual Automobile Insurance Co. | 5.86% | No change | 17,734,370 | $6.4B |
| Capital World Investors | 0.91% | Reduce -6.2% | 16,399,502 | $5.9B |
| Geode Capital Management, LLC | 0.29% | Add +2.3% | 10,449,770 | $3.8B |
| Fisher Asset Management | 1.31% | Add +1.4% | 9,081,775 | $3.3B |
| Morgan Stanley | 0.19% | Reduce -1.2% | 7,517,464 | $2.7B |
| Gates Foundation Trust | 6.35% | No change | 7,353,614 | $2.7B |
| Northern Trust Corp. | 0.35% | Add +11.8% | 6,847,330 | $2.5B |
| Norges Bank | 0.29% | Reduce -1.6% | 6,021,512 | $2.2B |
| FMR LLC | 0.10% | Reduce -2.3% | 4,742,500 | $1.7B |
| Bank of America Corp. | 0.16% | Reduce -20.6% | 4,737,076 | $1.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.33% | Add +8.6% | 3,940,391 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.22% | Add +1.9% | 3,289,101 | $1.2B |
| Bank of New York Mellon Corp | 0.22% | Reduce -1.3% | 3,242,097 | $1.2B |
| Dimensional Fund Advisors LP | 0.28% | Add +2.7% | 3,181,535 | $1.2B |
| Goldman Sachs Group Inc. | 0.22% | Add +7.9% | 3,146,480 | $1.1B |
| JPMorgan Chase & Co. | 0.09% | Add +7.3% | 3,019,087 | $1.1B |
| Invesco Ltd. | 0.20% | Add +0.3% | 2,991,403 | $1.1B |
| Capital Research Global Investors | 0.22% | Add +69.3% | 2,924,054 | $1.1B |
| Legal & General Group Plc | 0.25% | Reduce -4.8% | 2,591,815 | $940.2M |
| Ameriprise Financial Inc. | 0.21% | Add +7.5% | 2,276,529 | $825.8M |
| Nuveen Asset Management, LLC | 0.23% | Reduce -6.4% | 2,198,389 | $797.5M |
| Amundi | 0.27% | Add +17.3% | 2,166,087 | $782.1M |
| UBS Group AG | 0.17% | Add +15.4% | 2,145,928 | $778.5M |
| Royal Bank of Canada | 0.15% | Reduce -6.6% | 1,882,814 | $683.0M |
| Wells Fargo & Company | 0.16% | Reduce -1.1% | 1,810,400 | $656.7M |
| Deutsche Bank AG | 0.22% | Reduce -8.7% | 1,566,063 | $568.1M |
| Capital Wealth Planning, LLC | 5.14% | Add +3.2% | 1,531,208 | $555.5M |
| Primecap Management Co. | 0.40% | Reduce -4.1% | 1,424,446 | $516.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.35% | Reduce -0.9% | 1,410,905 | $511.8M |
| Swiss National Bank | 0.33% | Reduce -5.6% | 1,369,800 | $496.9M |
| Barclays PLC | 0.24% | Reduce -30.0% | 1,310,763 | $475.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.38% | Add +8.3% | 1,081,909 | $393.6M |
| Neuberger Berman Group LLC | 0.31% | Add +0.1% | 1,073,727 | $389.5M |
| HSBC Holdings PLC | 0.23% | Add +0.7% | 1,027,077 | $372.9M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -0.4% | 1,022,418 | $370.9M |
| Raymond James Financial Inc. | 0.13% | — | 973,730 | $353.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.49% | Reduce -30.9% | 932,467 | $338.3M |
| National Pension Service | 0.32% | Reduce -9.7% | 922,596 | $334.7M |
| LPL Financial LLC | 0.13% | Add +3.4% | 909,922 | $330.1M |
| Rhumbline Advisers | 0.29% | Add +2.6% | 888,409 | $322.3M |
| California Public Employees Retirement System | 0.21% | Reduce -7.9% | 854,517 | $310.0M |
| Bank of Montreal | 0.15% | Reduce -5.7% | 850,002 | $308.3M |
| California State Teachers Retirement System | 0.32% | Reduce -4.0% | 756,420 | $274.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.84% | Add +12.2% | 698,099 | $273.5M |
| Principal Financial Group Inc. | 0.14% | Reduce -0.8% | 723,776 | $262.6M |
| Schroder Investment Management Group | 0.24% | Add +11.9% | 701,866 | $254.8M |
| ProShare Advisors LLC | 0.58% | Add +2.1% | 702,300 | $254.8M |
| Corient Private Wealth LP | 0.42% | Reduce -0.5% | 702,840 | $253.8M |
| Citigroup Inc. | 0.24% | Reduce -73.6% | 699,390 | $253.7M |
| HighTower Advisors, LLC | 0.33% | Add +30.0% | 653,925 | $237.2M |
| Stifel Financial Corp. | 0.25% | Reduce -1.9% | 653,025 | $236.9M |
| Nordea Investment Management AB | 0.24% | Add +1.6% | 635,750 | $231.7M |
| New York State Common Retirement Fund | 0.30% | Reduce -0.0% | 607,146 | $220.2M |
| Qube Research & Technologies Ltd | 0.34% | Add +352.9% | 573,134 | $207.9M |
| Capital International Investors | 0.04% | Add +0.1% | 563,216 | $204.3M |
| US Bancorp \de | 0.26% | Reduce -1.8% | 548,782 | $199.1M |
| Alliancebernstein L.P. | 0.07% | Add +1.0% | 548,251 | $198.9M |
| Caisse de depot et placement du Quebec | 0.41% | Reduce -31.2% | 538,134 | $195.2M |
| American Century Companies Inc. | 0.11% | Reduce -0.5% | 514,295 | $186.6M |
| Fifth Third Bancorp | 0.67% | Reduce -1.6% | 510,018 | $185.0M |
| Brandywine Global Investment Management, LLC | 1.35% | Add +10.8% | 507,817 | $184.2M |
| BNP Paribas Financial Markets | 0.14% | Reduce -19.1% | 495,692 | $179.8M |
| Thrivent Financial for Lutherans | 0.35% | Add +2.3% | 492,395 | $179.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -7.0% | 485,233 | $176.0M |
| Victory Capital Management Inc. | 0.17% | Reduce -25.8% | 482,895 | $175.2M |
| D. E. Shaw & Co. | 0.20% | Reduce -65.7% | 465,817 | $169.0M |
| Franklin Resources Inc. | 0.05% | Add +4.6% | 463,786 | $168.2M |
| State Board of Administration of Florida Retirement System | 0.32% | Reduce -1.3% | 463,278 | $168.1M |
| Bank of Nova Scotia | 0.29% | Reduce -22.3% | 453,845 | $164.6M |
| New York State Teachers Retirement System | 0.34% | Reduce -5.7% | 446,910 | $162.1M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -0.2% | 434,774 | $157.7M |
| Manufacturers Life Insurance Company, The | 0.14% | Add +1.0% | 427,820 | $155.2M |
| APG Asset Management N.V. | 0.43% | Add +1278.6% | 440,641 | $154.4M |
| Zacks Investment Management | 1.40% | Reduce -7.3% | 416,326 | $151.0M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.7% | 410,750 | $149.0M |
| Baird Financial Group, Inc. | 0.28% | Add +0.5% | 403,017 | $146.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.34% | Reduce -8.0% | 400,306 | $145.2M |
| Allianz Asset Management GmbH | 0.20% | Add +85.3% | 388,881 | $141.1M |
| Bessemer Group Inc. | 0.22% | Reduce -0.7% | 378,824 | $137.4M |
| Korea Investment CORP | 0.31% | Reduce -29.8% | 365,449 | $132.6M |
| Menora Mivtachim Holdings LTD. | 0.78% | Reduce -17.1% | 343,217 | $124.5M |
| DekaBank Deutsche Girozentrale | 0.22% | No change | 326,603 | $118.7M |
| Markel Group | 1.04% | Add +1.9% | 324,800 | $117.8M |
| Millennium Management | 0.10% | Add +84.7% | 322,270 | $116.9M |
| Asset Management One Co., Ltd. | 0.39% | Reduce -0.8% | 310,604 | $113.3M |
| Danske Bank A/S | 0.34% | Reduce -15.5% | 310,338 | $112.6M |
| Nomura Asset Management Co. Ltd. | 0.33% | Add +5.9% | 302,950 | $109.9M |
| Assenagon Asset Management S.A. | 0.20% | Reduce -5.1% | 301,573 | $109.4M |
| Prudential Financial Inc. | 0.15% | Reduce -11.9% | 301,323 | $109.3M |
| Great Lakes Advisors, LLC | 0.93% | Add +2.4% | 300,906 | $109.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.22% | — | 300,359 | $109.0M |
| Voya Investment Management LLC | 0.13% | Reduce -60.9% | 297,714 | $108.0M |
| Pictet Asset Management Holding SA | 0.12% | Add +11.8% | 297,376 | $107.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.49% | Reduce -16.9% | 296,488 | $107.6M |
| National Bank of Canada | 0.14% | Reduce -14.4% | 295,901 | $107.3M |
| Aberdeen Group plc | 0.20% | Reduce -7.0% | 294,575 | $106.9M |
| First Trust Advisors LP | 0.09% | Add +5.1% | 292,937 | $106.3M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.