CaterpillarCAT
13F holders, Q1 2025 (March 31)2,901holders −106
115new positions
202sold out
14famous investors
$329.52avg. 13F price*
At the end of Q1 2025, 2,901 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, down 106 from Q4 2024. 115 opened new positions and 202 sold out. The largest holders were Vanguard Group Inc. ($15.2B), State Street Corp. ($11.9B) and BlackRock, Inc. ($11.7B). 14 famous investors held it, including Bill Gates / Michael Larson (5.8% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $248.6M |
| Exits | 202 | $316.6M |
All 13F filers, Q4 2024 → Q1 2025: 12,990,742 shares bought and 21,430,129 shares sold, net −8,439,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,901 holders
| Vanguard Group Inc. | 0.28% | Reduce -1.3% | 46,215,478 | $15.2B |
| State Street Corp. | 0.49% | Reduce -1.3% | 36,162,931 | $11.9B |
| BlackRock, Inc. | 0.25% | Reduce -0.4% | 35,380,536 | $11.7B |
| State Farm Mutual Automobile Insurance Co. | 5.35% | Reduce -0.4% | 17,669,440 | $5.8B |
| Geode Capital Management, LLC | 0.27% | Add +0.6% | 10,516,618 | $3.5B |
| Fisher Asset Management | 1.31% | Add +1.4% | 9,210,125 | $3.0B |
| Capital World Investors | 0.43% | Reduce -50.8% | 8,074,751 | $2.7B |
| Gates Foundation Trust | 5.80% | No change | 7,353,614 | $2.4B |
| Morgan Stanley | 0.17% | Reduce -4.6% | 7,168,773 | $2.4B |
| Northern Trust Corp. | 0.32% | Reduce -3.6% | 6,597,679 | $2.2B |
| Bank of America Corp. | 0.18% | Add +31.0% | 6,204,601 | $2.0B |
| Norges Bank | 0.26% | Reduce -6.0% | 5,659,372 | $1.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.36% | Add +6.7% | 4,204,445 | $1.4B |
| Capital Research Global Investors | 0.27% | Add +27.8% | 3,736,163 | $1.2B |
| JPMorgan Chase & Co. | 0.09% | Add +20.9% | 3,648,925 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.20% | Add +0.5% | 3,304,448 | $1.1B |
| Goldman Sachs Group Inc. | 0.20% | Add +1.1% | 3,182,680 | $1.0B |
| Bank of New York Mellon Corp | 0.21% | Reduce -2.5% | 3,159,486 | $1.0B |
| Invesco Ltd. | 0.20% | Add +5.0% | 3,141,936 | $1.0B |
| Dimensional Fund Advisors LP | 0.25% | Reduce -3.0% | 3,087,773 | $1.0B |
| Legal & General Group Plc | 0.23% | Add +0.6% | 2,608,104 | $860.2M |
| UBS Group AG | 0.15% | Reduce -5.2% | 2,033,724 | $670.7M |
| Royal Bank of Canada | 0.14% | Add +4.0% | 1,957,227 | $645.5M |
| FMR LLC | 0.04% | Reduce -59.2% | 1,935,085 | $638.2M |
| Wells Fargo & Company | 0.14% | Add +0.2% | 1,814,120 | $598.3M |
| Capital Wealth Planning, LLC | 4.67% | Add +6.6% | 1,632,473 | $538.4M |
| Ameriprise Financial Inc. | 0.15% | Reduce -28.6% | 1,626,204 | $536.3M |
| Amundi | 0.17% | Reduce -28.2% | 1,554,870 | $475.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.33% | Add +0.4% | 1,416,464 | $467.1M |
| Pacer Advisors, Inc. | 1.20% | Add +2723.1% | 1,414,280 | $466.4M |
| Deutsche Bank AG | 0.18% | Reduce -10.1% | 1,408,016 | $464.4M |
| Primecap Management Co. | 0.38% | Reduce -3.2% | 1,379,485 | $455.0M |
| Barclays PLC | 0.20% | Add +4.1% | 1,364,224 | $449.9M |
| Swiss National Bank | 0.32% | Reduce -0.6% | 1,361,600 | $449.1M |
| Nuveen, LLC | 0.12% | — | 1,281,306 | $391.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.36% | Add +9.2% | 1,181,849 | $389.8M |
| HSBC Holdings PLC | 0.24% | Add +8.5% | 1,114,592 | $367.0M |
| Neuberger Berman Group LLC | 0.29% | Reduce -2.1% | 1,051,592 | $346.9M |
| T. Rowe Price Associates Inc. | 0.04% | Add +1.5% | 1,038,105 | $342.4M |
| Altshuler Shaham Ltd | 8.00% | Add +10006160.0% | 1,000,626 | $330.0M |
| National Pension Service | 0.32% | Add +8.1% | 997,577 | $329.0M |
| Raymond James Financial Inc. | 0.12% | Add +0.4% | 977,456 | $322.4M |
| Citigroup Inc. | 0.24% | Add +37.9% | 964,428 | $318.1M |
| LPL Financial LLC | 0.12% | Add +3.4% | 940,372 | $310.1M |
| Rhumbline Advisers | 0.26% | Reduce -3.4% | 857,910 | $282.9M |
| California Public Employees Retirement System | 0.19% | Reduce -4.1% | 819,631 | $270.3M |
| Bank of Montreal | 0.14% | Reduce -8.3% | 779,317 | $257.0M |
| California State Teachers Retirement System | 0.31% | Reduce -1.0% | 748,599 | $246.9M |
| BNP Paribas Financial Markets | 0.18% | Add +43.2% | 709,785 | $234.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.06% | Reduce -24.9% | 700,736 | $231.1M |
| Qube Research & Technologies Ltd | 0.34% | Add +16.7% | 668,695 | $220.5M |
| D. E. Shaw & Co. | 0.28% | Add +42.3% | 663,058 | $218.7M |
| Principal Financial Group Inc. | 0.12% | Reduce -8.9% | 658,967 | $217.3M |
| HighTower Advisors, LLC | 0.29% | Reduce -1.2% | 646,194 | $213.1M |
| Corient Private Wealth LP | 0.34% | Reduce -9.9% | 632,948 | $208.7M |
| Schroder Investment Management Group | 0.21% | Reduce -11.3% | 622,840 | $205.3M |
| Nordea Investment Management AB | 0.22% | Reduce -1.4% | 626,742 | $204.4M |
| Stifel Financial Corp. | 0.22% | Reduce -5.9% | 614,588 | $202.7M |
| ProShare Advisors LLC | 0.45% | Reduce -14.0% | 604,142 | $199.2M |
| American Century Companies Inc. | 0.12% | Add +16.3% | 598,234 | $197.3M |
| Brandywine Global Investment Management, LLC | 1.43% | Add +17.6% | 597,249 | $197.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.64% | Reduce -14.8% | 594,809 | $196.2M |
| New York State Common Retirement Fund | 0.29% | Reduce -2.3% | 593,155 | $195.6M |
| Franklin Resources Inc. | 0.06% | Add +22.8% | 569,535 | $187.8M |
| Thrivent Financial for Lutherans | 0.41% | Add +12.1% | 551,765 | $183.8M |
| Alliancebernstein L.P. | 0.06% | Reduce -2.0% | 537,319 | $177.2M |
| US Bancorp \de | 0.23% | Reduce -3.3% | 530,597 | $175.0M |
| Fifth Third Bancorp | 0.64% | Reduce -0.2% | 508,808 | $167.8M |
| Jane Street Group, LLC | 0.28% | Add +594.1% | 476,066 | $157.0M |
| Victory Capital Management Inc. | 0.16% | Reduce -3.8% | 464,358 | $153.1M |
| State Board of Administration of Florida Retirement System | 0.30% | No change | 463,278 | $152.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -4.5% | 463,208 | $152.8M |
| Commonwealth Equity Services, LLC | 0.20% | Add +1.0% | 438,960 | $144.8M |
| APG Asset Management N.V. | 0.44% | Add +6.3% | 468,160 | $142.9M |
| PNC Financial Services Group, Inc. | 0.07% | Add +3.4% | 424,640 | $140.0M |
| Zacks Investment Management | 1.30% | Add +1.2% | 421,139 | $138.9M |
| New York State Teachers Retirement System | 0.32% | Reduce -6.0% | 419,967 | $138.5M |
| Aberdeen Group plc | 0.27% | Add +41.5% | 416,760 | $136.7M |
| Baird Financial Group, Inc. | 0.26% | Add +0.7% | 405,975 | $133.9M |
| Canada Pension Plan Investment Board | 0.13% | Add +45.5% | 397,852 | $131.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.34% | Reduce -1.7% | 393,498 | $129.8M |
| Bank of Nova Scotia | 0.29% | Reduce -14.7% | 387,362 | $127.7M |
| Caisse de depot et placement du Quebec | 0.26% | Reduce -30.0% | 376,718 | $124.2M |
| Manufacturers Life Insurance Company, The | 0.12% | Reduce -13.2% | 371,177 | $122.4M |
| DekaBank Deutsche Girozentrale | 0.24% | Add +14.2% | 372,828 | $122.2M |
| Korea Investment CORP | 0.29% | Reduce -0.7% | 363,081 | $119.7M |
| Toronto Dominion Bank | 0.30% | Add +75.9% | 357,563 | $117.9M |
| Bessemer Group Inc. | 0.21% | Reduce -7.7% | 349,672 | $115.3M |
| Menora Mivtachim Holdings LTD. | 0.74% | No change | 343,217 | $113.2M |
| Citadel Advisors | 0.11% | Add +323.9% | 342,335 | $112.9M |
| Aviva PLC | 0.27% | Add +16.1% | 339,518 | $112.0M |
| Swedbank AB | 0.15% | Add +18.7% | 334,218 | $110.2M |
| Alecta Tjanstepension Omsesidigt | 0.61% | Add +149.7% | 328,600 | $108.4M |
| Markel Group | 0.96% | Add +1.0% | 328,050 | $108.2M |
| Rockefeller Capital Management L.P. | 0.26% | Add +16.1% | 322,054 | $106.2M |
| Asset Management One Co., Ltd. | 0.36% | Add +2.7% | 318,875 | $105.2M |
| Nomura Asset Management Co. Ltd. | 0.31% | Add +2.0% | 308,902 | $101.9M |
| Commerzbank Aktiengesellschaft | 2.37% | Add +9.3% | 308,391 | $101.7M |
| Capital International Investors | 0.02% | Reduce -45.5% | 307,195 | $101.3M |
| Pictet Asset Management Holding SA | 0.11% | Add +2.9% | 306,004 | $100.9M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.