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Livermore
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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; 4,069 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, Q2 2024

Institutional positions in Caterpillar Inc as of Jun 30, 2024. 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
2,713
+37 vs. Q1 2024
Shares held
344.1M
−3.05M (−0.9%) vs. Q1 2024
Total value
$114.5B
−$12.4B (−9.8%) vs. Q1 2024
New holders
184
1,050 more added
Sold out
147
995 more reduced

38 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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.

Institutional holdersQ2 2024: 2,713 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ2 2024: $114.5B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2024.

Institutions holding CAT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.666$790.06%+360+117.6%Added
Mowery & Schoenfeld Wealth Management, LLC1$3340.00%00.0%Unchanged
Innealta Capital, LLC2$6660.00%+2New
Investors Research Corp3$9990.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.4$1.33K0.00%00.0%Unchanged
WealthCollab, LLC4$1.33K0.00%00.0%Unchanged
American Capital Advisory, LLC6$1.82K0.00%+6New
Westend Capital Management, LLC6$1.97K0.00%−8−57.1%Reduced
Kessler Investment Group, LLC7$2.33K0.00%−1,391−99.5%Reduced
Semmax Financial Advisors Inc.7$2.41K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.8$2.93K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.9$3.00K0.00%00.0%Unchanged
PayPay Securities Corp11$3.66K0.31%−1−8.3%Reduced
Blume Capital Management, Inc.13$4.33K0.00%00.0%Unchanged
JDM Financial Group LLC14$4.66K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC15$5.00K0.00%00.0%Unchanged
Red Tortoise LLC17$5.66K0.00%00.0%Unchanged
Hershey Financial Advisers, LLC18$6.00K0.01%+18New
New Millennium Group LLC20$6.51K0.00%+20New
Davidson Capital Management Inc.21$7.00K0.00%−2−8.7%Reduced
Albion Financial Group23$7.66K0.00%00.0%Unchanged
Icon Advisers Inc25$8.33K0.00%+25New
Camelot Portfolios, LLC25$8.33K0.00%+25New
Winch Advisory Services, LLC25$8.47K0.00%00.0%Unchanged
Clear Point Advisors Inc.26$8.52K0.01%+1+4.0%Added
DecisionPoint Financial, LLC25$8.65K0.00%00.0%Unchanged
Anfield Capital Management, LLC26$8.66K0.00%+26New
Chesapeake Asset Management LLC28$9.33K0.01%00.0%Unchanged
LGT Financial Advisors LLC28$9.33K0.02%+28New
Breakwater Investment Management30$9.99K0.00%00.0%Unchanged
Stone House Investment Management, LLC31$10.3K0.00%+21+210.0%Added
Highline Wealth Partners LLC35$11.7K0.00%+27+337.5%Added
Investment Research & Advisory Group, Inc.35$11.7K0.01%+25+250.0%Added
Sofos Investments, Inc.37$12.3K0.00%−67−64.4%Reduced
Fortis Group Advisors, LLC37$12.3K0.00%00.0%Unchanged
Lam Group, Inc.37$12.3K0.01%+7+23.3%Added
TFC Financial Management38$12.7K0.00%+4+11.8%Added
Macroview Investment Management LLC39$13.0K0.01%00.0%Unchanged
Kelly Financial Services LLC39$13.0K0.00%00.0%Unchanged
Custom Portfolio Group LLC39$13.0K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC40$13.3K0.01%00.0%Unchanged
Burkett Financial Services, LLC40$13.4K0.01%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc46$15.3K0.00%+39+557.1%Added
Fairway Wealth LLC48$16.0K0.01%+48New
Financial Avengers, Inc.50$16.7K0.01%+50New
Trivant Custom Portfolio Group, LLC50$16.7K0.01%+50New
Raffa Wealth Management, LLC52$17.3K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.54$18.0K0.01%00.0%Unchanged
Elequin Capital LP55$18.3K0.00%+55New
Grayhawk Investment Strategies Inc.61$20.3K0.09%00.0%Unchanged
Manitou Investment Management Ltd.65$21.7K0.00%00.0%Unchanged
IAG Wealth Partners, LLC65$21.7K0.00%+15+30.0%Added
AlphaMark Advisors, LLC65$22.0K0.01%00.0%Unchanged
TD Capital Management LLC67$22.2K0.00%+1+1.5%Added
Belmont Capital, LLC70$23.3K0.00%00.0%Unchanged
Kimelman & Baird, LLC70$23.3K0.00%+70New
SWAN Capital LLC73$24.3K0.01%+73New
Annapolis Financial Services, LLC74$24.6K0.01%00.0%Unchanged
Thompson Investment Management, Inc.75$25.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC75$25.0K0.01%−80−51.6%Reduced
Aspect Partners, LLC75$25.0K0.01%−10−11.8%Reduced
Lowe Wealth Advisors, LLC76$25.3K0.01%00.0%Unchanged
Evergreen Private Wealth LLC80$26.6K0.01%00.0%Unchanged
BBJS Financial Advisors, LLC83$27.6K0.01%+83New
Financial Connections Group, Inc.87$28.0K0.01%+87New
DB Fitzpatrick & Co, Inc88$29.3K0.03%00.0%Unchanged
Partnership Wealth Management, LLC88$29.3K0.02%00.0%Unchanged
TCTC Holdings, LLC100$33.3K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC100$33.3K0.02%00.0%Unchanged
Northwest Capital Management Inc101$33.8K0.01%00.0%Unchanged
ZRC Wealth Management, LLC102$33.8K0.02%−30−22.7%Reduced
Quarry LP103$34.3K0.01%−52−33.5%Reduced
West Financial Advisors, LLC103$34.3K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.106$35.2K0.01%−3−2.8%Reduced
Bellevue Asset Management, LLC106$35.4K0.02%00.0%Unchanged
Fairscale Capital, LLC99$35.7K0.03%+99New
Cedar Mountain Advisors, LLC110$36.7K0.01%00.0%Unchanged
Park Place Capital Corp113$37.6K0.01%+2+1.8%Added
POM Investment Strategies, LLC113$37.6K0.03%+108+2,160.0%Added
Dunhill Financial, LLC115$38.4K0.02%+10+9.5%Added
Pineridge Advisors LLC120$40.0K0.01%+4+3.4%Added
TruNorth Capital Management, LLC123$41.0K0.01%+84+215.4%Added
CGC Financial Services, LLC126$42.0K0.02%00.0%Unchanged
Family Firm, Inc.126$42.0K0.01%+126New
Redmont Wealth Advisors LLC129$43.0K0.07%00.0%Unchanged
Iron Horse Wealth Management, LLC131$43.6K0.02%+5+4.0%Added
Mark Sheptoff Financial Planning, LLC132$44.0K0.02%00.0%Unchanged
Fortitude Family Office, LLC133$44.3K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.134$44.6K0.01%+2+1.5%Added
Syntax Research, Inc.135$45.0K0.04%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC136$45.3K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.142$47.3K0.01%+5+3.6%Added
Silicon Valley Capital Partners142$47.5K0.01%−1−0.7%Reduced
Triad Wealth Partners, LLC147$49.0K0.03%+147New
Private Ocean, LLC148$49.3K0.00%−42−22.1%Reduced
Rational Advisors LLC148$49.3K0.00%−7−4.5%Reduced
Spectrum Wealth Counsel, LLC148$49.3K0.01%00.0%Unchanged
Unique Wealth Strategies, LLC140$51.3K0.02%+140New
Abound Wealth Management157$52.5K0.02%−8−4.8%Reduced
Private Wealth Management Group, LLC158$52.6K0.02%−11−6.5%Reduced