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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.

Q2 2022 vs. Q1 2022

How the institutions holding Caterpillar Inc changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of CAT: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders2,176292,077−70
Shares368.8M2.35M366.7M+281.9K (+0.1%)
Value$82.0B$528.9M$65.6B−$15.9B (−19.5%)

29 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (115)

Institutions that held Caterpillar Inc at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 115 by value.

Institutions new to CAT in Q2 2022
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd415,963$74.4M0.57%
Intech Investment Management LLC201,152$36.0M0.21%
Arrowstreet Capital, Limited Partnership153,486$27.4M0.04%
Twinbeech Capital LP150,434$26.9M1.20%
New York Life Investment Management LLC90,248$16.1M0.19%
PEAK6 Investments LLC77,660$13.9M0.32%
Capula Management Ltd72,225$12.9M1.81%
Virtu Financial LLC62,331$11.1M0.95%
Advisors Asset Management, Inc.55,358$9.90M0.18%
Connor, Clark & Lunn Investment Management Ltd.38,029$6.80M0.04%
Cornerstone Advisors, LLC35,000$6.26M0.33%
HighPoint Advisor Group LLC35,433$6.11M0.67%
Saba Capital Management, L.P.29,783$5.32M0.07%
Consolidated Planning Corp28,963$5.18M1.62%
Andra AP-fonden28,100$5.02M0.14%
Y-Intercept (Hong Kong) Ltd26,451$4.73M0.62%
Altrius Capital Management Inc22,053$3.94M1.28%
Columbia Asset Management21,436$3.83M0.98%
Ronald Blue Trust, Inc.16,854$3.75M0.06%
Merit Financial Group, LLC20,748$3.71M0.12%
Pinebridge Investments, L.P.18,523$3.31M0.04%
Aries Wealth Management18,100$3.24M1.47%
Ascent Wealth Partners, LLC17,424$3.12M0.70%
Advocate Group LLC17,013$3.04M0.71%
ExodusPoint Capital Management, LP15,858$2.83M0.04%
Tower View Investment Management & Research LLC14,751$2.64M1.95%
Financial Sense Advisors, Inc.14,280$2.55M0.95%
Pearl River Capital, LLC13,674$2.44M0.57%
Azimuth Capital Investment Management LLC12,481$2.23M0.11%
Sowell Financial Services LLC11,748$2.10M0.19%
Mizuho Markets Cayman LP10,858$1.94M0.33%
Aquatic Capital Management LLC10,500$1.88M0.61%
XTX Topco Ltd9,134$1.63M0.67%
Dynamic Technology Lab Private Ltd9,100$1.63M0.18%
Walleye Capital LLC8,950$1.60M0.05%
NewEdge Wealth, LLC8,669$1.55M0.07%
Ern LLC8,500$1.52M1.70%
Tradewinds, LLC.8,387$1.50M1.02%
Blueshift Asset Management, LLC7,790$1.39M0.23%
Cunning Capital Partners, LP7,320$1.31M1.01%
Core Wealth Advisors, Inc.6,775$1.21M0.74%
De Burlo Group Inc6,737$1.20M0.34%
Greenfield Savings Bank6,255$1.12M0.75%
Arjuna Capital5,985$1.07M0.52%
Trexquant Investment LP5,748$1.03M0.05%
Qtron Investments LLC5,463$977.0K0.21%
Old West Investment Management, LLC4,658$832.0K0.58%
Cookson Peirce & Co Inc4,220$754.0K0.05%
Meridian Financial Partners LLC3,990$739.0K0.50%
WealthTrust Asset Management, LLC3,932$703.0K0.66%
Harbour Investments, Inc.3,880$694.0K0.05%
Gouws Capital LLC3,688$659.0K0.63%
Granite Investment Partners, LLC3,500$626.0K0.03%
B&D White Capital Company, LLC3,200$572.0K0.24%
WCG Wealth Advisors LLC2,731$488.0K0.07%
Boothbay Fund Management, LLC2,441$436.0K0.02%
Colony Family Offices, LLC2,255$403.0K0.18%
GraniteShares Advisors LLC2,093$374.0K0.27%
Hunter Associates Investment Management LLC2,077$371.0K0.09%
Healthcare of Ontario Pension Plan Trust Fund2,072$370.0K0.00%
Quintet Private Bank (Europe) S.A.1,487$367.8K0.02%
Jeppson Wealth Management, LLC1,901$340.0K0.15%
Bayesian Capital Management, LP1,897$339.0K0.06%
Oak Thistle LLC1,795$321.0K0.62%
QVR LLC1,788$320.0K0.25%
Resurgent Financial Advisors LLC1,648$295.0K0.20%
Quantum Financial Advisors, LLC1,537$293.0K0.11%
Wealth Quarterback LLC1,629$291.0K0.23%
Wealth Alliance1,602$286.0K0.05%
BCS Wealth Management1,476$264.0K0.12%
DRW Securities, LLC1,460$261.0K0.07%
KerberRose Wealth Management, LLC1,458$261.0K0.21%
Everhart Financial Group, Inc.1,428$255.0K0.15%
Caxton Associates LP1,410$252.0K0.03%
Eudaimonia Advisors LLC1,350$241.0K0.17%
LVW Advisors, LLC1,343$240.0K0.05%
Alera Investment Advisors, LLC1,337$239.0K0.07%
Bangor Savings Bank1,331$238.0K0.03%
Birchcreek Wealth Management, LLC1,291$231.0K0.21%
Susquehanna International Group Ltd.1,288$230.0K0.05%
Sepio Capital, LP1,268$227.0K0.02%
PFS Investments Inc.1,261$225.0K0.00%
Stelac Advisory Services LLC1,230$220.0K0.09%
Wealth Dimensions Group, Ltd.1,154$206.0K0.10%
LFS Asset Management1,135$203.0K0.16%
Parametrica Management Ltd1,127$202.0K0.22%
Paradigm Asset Management Co LLC800$143.0K0.04%
Eagle Bay Advisors LLC791$141.5K0.09%
Foster Dykema Cabot & Co Inc724$129.0K0.02%
Oxler Private Wealth LLC506$90.5K0.04%
WFA of San Diego, LLC492$88.0K0.08%
NuWave Investment Management, LLC400$72.0K0.10%
Wagner Wealth Management, LLC386$69.0K0.05%
State of Wyoming382$68.0K0.04%
ACG Wealth348$62.0K0.01%
Bell Investment Advisors, Inc277$50.0K0.02%
Heritage Financial Services, LLC250$44.0K0.02%
Alpha Paradigm Partners, LLC223$40.0K0.02%
Investors Research Corp209$37.0K0.01%
Castle Wealth Management LLC187$33.0K0.02%

Sold out (185)

Institutions that held Caterpillar Inc at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 185 by value.

Institutions that sold out of CAT in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Ardevora Asset Management LLP320,377$71.4M
Alyeska Investment Group, L.P.264,430$58.9M
Criteria Caixa, S.A.U.163,528$36.4M
Shellback Capital, LP163,005$36.3M
Simplex Trading, LLC86,290$19.2M
Mackay Shields LLC77,754$17.3M
Quadrature Capital Ltd71,662$16.0M
Impala Asset Management LLC45,000$10.0M
Element Capital Management LLC41,211$9.18M
Wolverine Trading, LLC36,338$8.11M
Parallax Volatility Advisers, L.P.34,930$7.78M
SPX Equities Gestao de Recursos Ltda31,400$7.00M
Kiwi Wealth Investments Limited Partnership30,109$6.71M
L & S Advisors Inc29,787$6.64M
Worldquant Millennium Advisors LLC25,276$5.63M
Sabadell Asset Management, S.A S.G.I.I.C21,507$4.64M
Weiss Multi-Strategy Advisers LLC20,265$4.51M
Quantitative Investment Management, LLC19,463$4.34M
Asset Dedication, LLC19,035$4.23M
Channing Capital Management, LLC17,760$3.96M
Resolute Capital Asset Partners LLC15,000$3.34M
Sphera Funds Management Ltd.12,000$2.67M
HBK Investments L P10,749$2.40M
Cliftonlarsonallen Wealth Advisors, LLC10,281$2.29M
Connectus Wealth, LLC9,906$2.05M
IBM Retirement Fund8,638$1.93M
Tudor Investment Corp Et Al7,488$1.67M
Oak Asset Management, LLC7,076$1.58M
Southern Capital Advisors, LLC6,693$1.49M
Brookfield Asset Management Inc.6,012$1.34M
Duality Advisers, LP5,809$1.29M
Donoghue Forlines LLC5,778$1.29M
FORA Capital, LLC5,219$1.16M
Jade Capital Advisors, LLC5,003$1.11M
HighTower Trust Services, LTA4,985$1.11M
Virtue Capital Management, LLC3,874$863.0K
Royal Fund Management, LLC3,769$839.0K
Jackson Wealth Management, LLC3,374$752.0K
qPULA Trading Management LP3,299$735.0K
Tiedemann Advisors, LLC3,109$692.0K
BOK Financial Private Wealth, Inc.2,897$645.0K
CPR Investments Inc.2,636$587.0K
Fractal Investments LLC2,581$575.0K
Alps Advisors Inc2,254$502.0K
Compton Capital Management Inc2,200$490.0K
Krane Funds Advisors LLC2,149$479.0K
Longfellow Investment Management Co LLC2,119$473.0K
Camarda Financial Advisors, LLC1,950$434.0K
Corsair Capital Management, L.P.1,928$430.0K
Financial Planners of Cleveland, Inc.1,917$427.0K
Trinity Financial Advisors LLC1,700$379.0K
Journey Strategic Wealth LLC1,648$367.0K
Blodgett Wealth Advisors, LLC1,640$365.0K
Beddow Capital Management Inc1,580$352.0K
Jupiter Asset Management Ltd1,548$345.0K
Balasa Dinverno & Foltz LLC1,537$342.0K
Heartwood Wealth Advisors LLC1,510$336.0K
united american securities inc. (d/b/a uas asset management)1,500$334.0K
Echo45 Advisors LLC1,387$309.0K
CWS Financial Advisors, LLC1,360$303.0K
J2 Capital Management Inc1,321$294.0K
Petix & Botte Co1,312$292.0K
Kalos Management, Inc.1,278$284.0K
Northcape Wealth Management, LLC1,267$282.0K
Next Level Private LLC1,267$282.0K
ASB Consultores, LLC1,233$275.0K
Bridgewater Advisors Inc.1,225$273.0K
Deuterium Capital Management, LLC1,227$273.0K
HNP Capital LLC1,221$272.0K
WoodTrust Financial Corp1,214$271.0K
Ardsley Advisory Partners LP1,200$267.0K
Doliver Advisors, LP1,181$263.0K
Access Financial Services, Inc.1,164$259.0K
Gsa Capital Partners LLP1,157$258.0K
MBL Wealth, LLC1,134$253.0K
McDaniel Terry & Co1,125$251.0K
Symphony Financial, Ltd. Co.2,093$250.0K
Isthmus Partners, LLC1,112$248.0K
SkyOak Wealth, LLC1,109$247.0K
Exchange Capital Management, Inc.1,103$246.0K
Yorktown Management & Research Co Inc1,101$245.0K
Constitution Capital LLC1,100$245.0K
First International Bank & Trust1,100$245.0K
Vienna Asset Management LLC1,100$245.0K
Hourglass Capital, LLC1,092$243.0K
Alesco Advisors LLC1,084$242.0K
Anchor Capital Advisors LLC1,080$241.0K
Capital Advisors Wealth Management, LLC1,079$241.0K
Greylin Investment Mangement Inc1,075$240.0K
Keb Asset Management, LLC1,079$240.0K
Consilium Wealth Advisory, LLC1,076$240.0K
S.C. Financial Services, Inc.1,078$240.0K
Boston Family Office LLC1,072$239.0K
Rede Wealth, LLC1,074$239.0K
Canvas Wealth Advisors, LLC1,121$239.0K
McGowan Group Asset Management, Inc.1,066$238.0K
KC Investment Advisors, LLC1,068$238.0K
Act Wealth Management, LLC1,066$237.0K
Mogy Joel R Investment Counsel Inc1,060$236.0K
E Fund Management Co., Ltd.1,056$235.0K

Not filed for Q2 2022 yet (29)

Institutions that held Caterpillar Inc at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.