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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 2024 vs. Q1 2024

How the institutions holding Caterpillar Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of CAT: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2,714382,713+37
Shares349.0M1.85M344.1M−3.05M (−0.9%)
Value$127.6B$668.6M$114.5B−$12.4B (−9.8%)

38 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (184)

Institutions that held Caterpillar Inc at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 184 by value.

Institutions new to CAT in Q2 2024
InstitutionSharesValue% of portfolio
ING Groep NV298,483$99.4M0.59%
Citadel Advisors LLC156,780$52.2M0.05%
Corebridge Financial, Inc.138,284$46.1M0.25%
Manning & Napier Advisors LLC134,727$44.9M0.51%
Sanctuary Advisors, LLC115,174$39.5M0.29%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)110,146$36.7M0.41%
Susquehanna Fundamental Investments, LLC91,971$30.6M0.71%
Twinbeech Capital LP85,214$28.4M0.56%
J. Safra Sarasin Holding AG79,121$26.3M0.48%
Mirae Asset Global ETFs Holdings Ltd.74,119$24.7M0.06%
Trexquant Investment LP72,172$24.0M0.37%
Dnca Finance40,870$13.6M1.17%
Lee Danner & Bass Inc39,617$13.2M1.02%
Mizuho Securities USA LLC37,707$12.6M0.28%
Centiva Capital, LP35,184$11.7M0.57%
F/M Investments LLC32,908$11.0M0.40%
Omers Administration Corp32,077$10.7M0.10%
Laurion Capital Management LP26,269$8.75M0.29%
Quantitative Investment Management, LLC18,285$6.09M0.66%
Y-Intercept (Hong Kong) Ltd17,068$5.69M0.31%
Ontario Teachers Pension Plan Board16,526$5.50M0.05%
Blackston Financial Advisory Group, LLC15,009$5.00M2.80%
Covington Investment Advisors Inc.14,325$4.77M0.77%
FORA Capital, LLC14,144$4.71M0.57%
Frank, Rimerman Advisors LLC11,463$3.82M0.27%
XTX Topco Ltd11,453$3.81M0.33%
Campbell & CO Investment Adviser LLC10,773$3.59M0.31%
Hudson Capital Management LLC10,350$3.45M1.16%
Mirabella Financial Services LLP9,537$3.18M0.23%
Brendel Financial Advisors LLC9,444$3.15M2.00%
Neo Ivy Capital Management8,684$2.89M0.57%
CTC Alternative Strategies, Ltd.8,400$2.80M1.19%
Quantbot Technologies LP8,205$2.73M0.13%
Tradewinds, LLC.7,949$2.65M0.81%
Heritage Wealth Management, Inc.7,236$2.38M0.80%
Arete Wealth Advisors, LLC6,751$2.24M0.18%
Axq Capital, LP6,676$2.22M0.52%
Fairhaven Wealth Management, LLC6,292$2.10M0.69%
Eisler Capital (UK) Ltd.6,260$2.09M0.68%
Permanent Capital Management, LP5,369$2.08M0.44%
Stoneridge Investment Partners LLC6,091$2.03M0.77%
Fairfield Financial Advisors, LTD5,515$1.84M0.66%
CMT Capital Markets Trading GmbH5,428$1.81M0.51%
Harbor Group, Inc.4,956$1.65M0.42%
Applied Finance Capital Management, LLC4,777$1.59M0.07%
Privium Fund Management (UK) Ltd4,655$1.53M0.59%
Old West Investment Management, LLC4,458$1.48M0.65%
Kerusso Capital Management LLC4,309$1.44M1.04%
Root Financial Partners, LLC4,182$1.39M0.33%
Hardy Reed LLC3,981$1.33M0.13%
Bank & Trust Co3,905$1.30M1.10%
Golden State Equity Partners3,509$1.17M0.24%
Milestone Asset Management, LLC3,361$1.12M0.28%
CTC LLC3,334$1.11M0.08%
BTG Pactual Asset Management US LLC3,206$1.07M0.27%
Nebula Research & Development LLC3,171$1.06M0.17%
Pensionmark Financial Group, LLC3,169$1.06M0.07%
Monograph Wealth Advisors, LLC3,157$1.05M0.15%
Wolverine Asset Management LLC2,998$998.6K0.02%
IFG Advisory, LLC2,938$978.7K0.06%
Curated Wealth Partners LLC2,781$926.4K0.13%
Creekside Partners2,770$922.7K0.51%
Versor Investments LP2,700$899.4K0.17%
Live Oak Investment Partners–$877.1K0.73%
Monetta Financial Services Inc2,500$832.8K0.72%
XR Securities LLC2,398$798.8K1.35%
Platform Technology Partners2,392$796.9K0.27%
WFA of San Diego, LLC2,318$772.1K0.69%
Chesapeake Wealth Management2,303$767.1K0.28%
Quest Partners LLC2,188$728.8K0.10%
Lingohr & Partner Asset Management GmbH2,123$704.0K1.76%
Bridgewater Associates, LP2,045$681.2K0.00%
Lecap Asset Management Ltd2,038$678.9K0.15%
Signature Estate & Investment Advisors LLC2,002$666.7K0.02%
Fiduciary Financial Group, LLC1,815$654.5K0.16%
Deerfield Management Company, L.P. (Series C)1,954$650.9K0.01%
Heritage Wealth Partners, LLC1,922$640.2K0.93%
Cable Hill Partners, LLC1,814$604.3K0.07%
TradeLink Capital LLC1,800$600.0K1.73%
Eisler Capital (US) LLC1,795$597.9K0.11%
Corton Capital Inc.1,704$567.6K0.30%
Carrera Capital Advisors1,690$562.9K0.18%
Oak Hill Wealth Advisors, LLC1,684$561.1K0.17%
Peterson Wealth Management1,634$544.3K0.34%
CFS Investment Advisory Services, LLC1,629$543.0K0.04%
Curbstone Financial Management Corp1,572$523.6K0.11%
Seven Eight Capital, LP1,570$523.0K0.05%
Cranbrook Wealth Management, LLC1,546$515.0K0.13%
Hardin Capital Partners, LLC1,483$494.0K0.32%
Cromwell Holdings LLC1,476$491.7K0.29%
Vicus Capital1,469$489.3K0.04%
Diversify Wealth Management, LLC1,528$484.1K0.06%
Leisure Capital Management1,411$470.0K0.22%
Maven Securities LTD1,392$463.7K0.07%
Warther Private Wealth, LLC1,382$460.4K0.18%
Alan B. Lancz & Associates, Inc.1,350$449.7K0.44%
Analyst IMS Investment Management Services Ltd.1,322$440.0K0.02%
Copperwynd Financial, LLC1,269$439.3K0.14%
Peoples Bank1,315$438.0K0.23%
Elser Financial Planning, Inc1,300$433.0K0.07%

Sold out (147)

Institutions that held Caterpillar Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 147 by value.

Institutions that sold out of CAT in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Employees Retirement System of Texas203,200$74.5M
American International Group, Inc.150,780$55.3M
Texas Permanent School Fund105,232$38.6M
Kadensa Capital Ltd44,655$16.4M
Wafra Inc.41,881$15.3M
Walleye Trading LLC37,202$13.6M
Meridian Wealth Management, LLC37,201$13.6M
Twin Tree Management, LP35,822$13.1M
Two Sigma Securities, LLC34,864$12.8M
Claudia M.P. Batlle, CRP (R) LLC27,043$9.91M
L & S Advisors Inc24,409$8.94M
Uniplan Investment Counsel, Inc.20,702$7.58M
Metropolitan Life Insurance Co20,533$7.52M
Jacobs Levy Equity Management, Inc19,388$7.10M
Lincoln National Corp15,968$5.85M
FourThought Financial Partners, LLC13,237$4.85M
Duality Advisers, LP12,340$4.52M
Intact Investment Management Inc.11,500$4.21M
OneAscent Financial Services LLC11,265$4.13M
Smith Group Asset Management, LLC10,900$3.99M
TCW Group Inc10,682$3.91M
GQG Partners LLC10,053$3.68M
CoreCap Advisors, LLC8,780$3.22M
Radnor Capital Management, LLC8,087$2.96M
Bayesian Capital Management, LP7,486$2.74M
Worth Asset Management, LLC6,843$2.51M
Strategic Planning Group, LLC6,355$2.33M
Wolff Financial Management LLC5,065$1.86M
Del-Sette Capital Management, LLC5,045$1.85M
Mitchell Sinkler & Starr4,980$1.82M
Genus Capital Management Inc.4,639$1.70M
IAM Advisory, LLC3,984$1.46M
Maverick Capital LtdSuperinvestorMaverick Capital3,425$1.26M
Hartline Investment Corp3,325$1.22M
Wolverine Trading, LLC3,266$1.20M
Mitchell Capital Management Co3,141$1.15M
WBI Investments3,029$1.11M
Cape Cod Five Cents Savings Bank2,490$912.4K
Fiducient Advisors LLC2,477$907.6K
Executive Wealth Management, LLC2,419$880.0K
Grandview Asset Management LLC2,337$857.0K
SRB Corp2,182$799.5K
Delta Financial Group, Inc.2,139$784.0K
OneAscent Wealth Management LLC1,955$716.0K
Cedar Brook Financial Partners, LLC1,897$695.2K
Sassicaia Capital Advisers LLC1,800$659.6K
Hamilton Wealth, LLC1,686$617.8K
Virtu Financial LLC1,648$604.0K
BCS Wealth Management1,566$574.0K
Warren Street Wealth Advisors, LLC1,545$566.3K
McCarthy & Cox1,429$523.8K
Idaho Trust Bank1,388$508.5K
Bender Robert & Associates1,339$490.7K
Evoke Wealth, LLC1,301$476.8K
Oversea-Chinese Banking CORP Ltd1,177$431.3K
Mount Vernon Associates Inc1,150$421.0K
Green Square Capital Advisors LLC1,135$415.8K
Flow Traders U.S. LLC1,106$405.0K
Private Portfolio Partners LLC1,008$369.4K
Headlands Technologies LLC982$359.8K
Bridgefront Capital, LLC924$338.6K
BEAM Asset Management, LLC919$336.9K
Agf Management Ltd918$336.4K
Bank of Nova Scotia Trust Co900$329.8K
CM Wealth Advisors LLC950$329.0K
Future Financial Wealth Managment LLC894$327.6K
Borer Denton & Associates, Inc.890$326.1K
Penobscot Wealth Management879$322.0K
Signal Advisors Wealth, LLC877$321.5K
Q3 Asset Management843$310.0K
Stokes Capital Advisors, LLC815$298.6K
Capital City Trust Co807$295.7K
ASB Consultores, LLC796$291.5K
Cascade Investment Group, Inc.774$283.6K
Delap Wealth Advisory, LLC768$281.4K
Houlihan Financial Resource Group, Ltd.754$276.0K
Graham Capital Management, L.P.750$274.8K
QVR LLC744$272.6K
Coastal Bridge Advisors, LLC743$272.3K
Mizuho Securities Co. Ltd.740$271.2K
Pinkerton Retirement Specialists, LLC714$261.8K
Successful Portfolios LLC703$257.8K
TMD Wealth Management, LLC702$257.2K
Penbrook Management LLC700$256.5K
Farmers & Merchants Trust Co of Long Beach670$245.5K
First Affirmative Financial Network664$243.4K
BIP Wealth, LLC641$235.0K
Hollow Brook Wealth Management LLC636$233.0K
Gamco Investors, Inc. Et Al626$229.4K
Harmony Asset Management LLC625$229.0K
Burt Wealth Advisors624$228.7K
Strategic Financial Services, Inc,615$225.4K
Winslow Capital Management, LLC610$223.5K
KPP Advisory Services LLC604$221.3K
Gallagher Fiduciary Advisors, LLC601$220.1K
Osher Van de Voorde Investment Management600$219.9K
Peak Financial Management, Inc.600$219.9K
Baugh & Associates, LLC600$219.9K
Altiora Financial Group, LLC598$219.1K
Hall Capital Management Co Inc595$218.0K

Not filed for Q2 2024 yet (38)

Institutions that held Caterpillar Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CAT in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,010,934$370.4M
InterOcean Capital Group, LLC205,215$75.2M
Manning & Napier Group, LLC128,283$47.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund114,346$41.9M
Wilbanks Smith & Thomas Asset Management LLC104,102$38.1M
Connectus Wealth, LLC71,187$26.1M
Degroof Petercam Asset Management42,050$15.4M
Coulter & Justus Financial Services, LLC38,531$14.1M
Marketfield Asset Management LLC16,302$5.97M
Pflug Koory, LLC14,083$5.16M
Cambridge Trust Co9,803$3.59M
Imprint Wealth LLC9,124$3.32M
CWA Asset Management Group, LLC7,509$2.75M
Richelieu Gestion PLC5,958$2.18M
Ziegler Capital Management, LLC34,109$1.84M
Norwood Financial Corp4,204$1.54M
Grey Street Capital, LLC3,966$1.45M
Shell Asset Management Co4,343$1.45M
Mango Five Family, Inc.3,465$1.27M
Eudaimonia Partners, LLC3,180$1.17M
Summit Financial Group Inc3,142$1.15M
BTG Pactual Global Asset Management Ltd2,592$949.8K
Derbend Asset Management2,088$765.1K
Atlas Private Wealth Management2,067$757.2K
Centurion Wealth Management LLC1,876$687.5K
Objective Capital Management, LLC1,634$598.8K
Steward Partners Investment Solutions, LLC1,609$589.6K
Watts Gwilliam & Co., LLC1,445$517.6K
Benedetti & Gucer, Inc.1,299$476.0K
Eudaimonia Advisors LLC1,279$468.8K
Cubic Asset Management, LLC1,000$366.4K
KLR Investment Advisors, LLC951$341.3K
Stewart & Patten Co LLC756$277.0K
FirstPurpose Wealth LLC580$215.8K
Retirement Group, LLC544$199.3K
FSA Wealth Management LLC349$128.0K
Lynwood Capital Management Inc.200$73.3K
Credential Qtrade Securities Inc.67$24.6K