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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arvest Trust Co N A | 1,588 | $529.0K | 0.03% | −1−0.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,591 | $530.0K | 0.15% | +10+0.6% | Added |
| Leo Wealth, LLC | 1,613 | $531.9K | 0.05% | −2,056−56.0% | Reduced |
| WealthTrust Axiom LLC | 1,600 | $532.9K | 0.18% | −31−1.9% | Reduced |
| WESCAP Management Group, Inc. | 1,600 | $533.0K | 0.15% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $533.0K | 0.29% | 00.0% | Unchanged |
| Bell Bank | 1,601 | $533.3K | 0.04% | +80+5.3% | Added |
| Vishria Bird Financial Group, LLC | 1,606 | $535.0K | 0.22% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,610 | $536.3K | 0.06% | 00.0% | Unchanged |
| One Degree Advisors Inc | 1,615 | $537.0K | 0.26% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,613 | $537.3K | 0.51% | −31−1.9% | Reduced |
| Alera Investment Advisors, LLC | 1,616 | $538.3K | 0.06% | +346+27.2% | Added |
| Claro Advisors LLC | 1,619 | $539.3K | 0.08% | +3+0.2% | Added |
| Sweet Financial Partners, LLC | 1,628 | $542.1K | 0.12% | +2+0.1% | Added |
| CFS Investment Advisory Services, LLC | 1,629 | $543.0K | 0.04% | +1,629 | New |
| Peterson Wealth Management | 1,634 | $544.3K | 0.34% | +1,634 | New |
| Integrated Investment Consultants, LLC | 1,490 | $545.9K | 0.15% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,646 | $548.2K | 0.33% | −1−0.1% | Reduced |
| Audent Global Asset Management, LLC | 1,647 | $548.6K | 0.57% | −148−8.2% | Reduced |
| Kozak & Associates, Inc. | 1,667 | $551.2K | 0.14% | +6+0.4% | Added |
| Arcataur Capital Management LLC | 1,657 | $551.9K | 0.20% | −2−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 1,660 | $552.9K | 0.21% | −5−0.3% | Reduced |
| One Capital Management, LLC | 1,665 | $554.6K | 0.02% | +1,055+173.0% | Added |
| Cornerstone Advisory, LLC | 1,670 | $556.4K | 0.08% | −115−6.4% | Reduced |
| Advisory Resource Group | 1,674 | $557.6K | 0.13% | −15−0.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,675 | $558.0K | 0.02% | −202−10.8% | Reduced |
| Kaydan Wealth Management, Inc. | 1,677 | $558.6K | 0.20% | 00.0% | Unchanged |
| Forte Capital LLC | 1,680 | $559.5K | 0.07% | −1−0.1% | Reduced |
| Summit Wealth Partners, LLC | 1,684 | $560.9K | 0.12% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,684 | $561.1K | 0.17% | +1,684 | New |
| Mount Yale Investment Advisors, LLC | 1,686 | $561.7K | 0.04% | −178−9.5% | Reduced |
| Resonant Capital Advisors, LLC | 1,688 | $562.3K | 0.05% | +86+5.4% | Added |
| Carrera Capital Advisors | 1,690 | $562.9K | 0.18% | +1,690 | New |
| Taylor Hoffman Wealth Management | 1,711 | $563.1K | 0.23% | −6−0.3% | Reduced |
| Pacitti Group Inc. | 1,698 | $565.5K | 0.30% | −144−7.8% | Reduced |
| Thomas Story & Son LLC | 1,700 | $566.0K | 0.24% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,700 | $566.2K | 0.18% | −430−20.2% | Reduced |
| Trinity Financial Advisors LLC | 1,700 | $566.3K | 0.25% | 00.0% | Unchanged |
| Perpetual Ltd | 1,700 | $566.3K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,702 | $566.9K | 0.09% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,704 | $567.6K | 0.30% | +1,704 | New |
| Cooper/Haims Advisors, LLC | 1,705 | $567.8K | 0.32% | +104+6.5% | Added |
| Home Federal Bank of Tennessee | 1,709 | $569.3K | 0.17% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,710 | $569.6K | 0.02% | +71+4.3% | Added |
| Crewe Advisors LLC | 1,712 | $570.3K | 0.06% | +57+3.4% | Added |
| Sound Income Strategies, LLC | 1,715 | $571.1K | 0.04% | −185−9.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,716 | $571.6K | 0.47% | −106−5.8% | Reduced |
| Check Capital Management Inc | 1,717 | $571.9K | 0.04% | +100+6.2% | Added |
| Obsidian Personal Planning Solutions LLC | 1,720 | $572.9K | 0.35% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,724 | $574.1K | 0.09% | +114+7.1% | Added |
| Lakeridge Wealth Management LLC | 1,729 | $575.9K | 0.35% | +16+0.9% | Added |
| Summit Global Investments | 1,728 | $576.0K | 0.04% | −78−4.3% | Reduced |
| Beaumont Financial Advisors, LLC | 1,733 | $577.1K | 0.05% | +109+6.7% | Added |
| Coastwise Capital Group, LLC | 1,743 | $580.5K | 0.55% | +31+1.8% | Added |
| Tennessee Valley Asset Management Partners | 1,745 | $581.2K | 0.11% | +93+5.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 1,745 | $581.3K | 0.11% | −155−8.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,745 | $581.4K | 0.16% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,747 | $581.9K | 0.16% | +1+0.1% | Added |
| Norden Group LLC | 1,748 | $582.4K | 0.12% | −85−4.6% | Reduced |
| Loomis Sayles & Co L P | 1,749 | $583.0K | 0.00% | +3+0.2% | Added |
| Abacus Wealth Partners, LLC | 1,752 | $583.6K | 0.10% | +10+0.6% | Added |
| Zullo Investment Group, Inc. | 1,753 | $583.9K | 0.26% | −145−7.6% | Reduced |
| PBMares Wealth Management LLC | 1,762 | $586.9K | 0.14% | −1−0.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,762 | $586.9K | 0.08% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,766 | $588.1K | 0.05% | +72+4.3% | Added |
| Pacifica Partners Inc. | 1,779 | $588.2K | 0.25% | −43−2.4% | Reduced |
| Breakwater Capital Group | 1,766 | $588.3K | 0.13% | +25+1.4% | Added |
| Sanders Morris Harris LLC | 1,775 | $591.3K | 0.10% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,779 | $592.6K | 0.49% | 00.0% | Unchanged |
| Union Savings Bank | 1,781 | $593.2K | 0.31% | −48−2.6% | Reduced |
| Lakeside Advisors, INC. | 1,783 | $593.9K | 0.39% | +1+0.1% | Added |
| Benchmark Wealth Management, LLC | 1,785 | $594.4K | 0.32% | +1+0.1% | Added |
| Red Door Wealth Management, LLC | 1,793 | $597.2K | 0.11% | +42+2.4% | Added |
| Eisler Capital (US) LLC | 1,795 | $597.9K | 0.11% | +1,795 | New |
| Walter & Keenan Financial Consulting Co | 1,797 | $598.6K | 0.19% | −13−0.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,800 | $599.6K | 0.00% | 00.0% | Unchanged |
| TradeLink Capital LLC | 1,800 | $600.0K | 1.73% | +1,800 | New |
| Prosperity Financial Group, Inc. | 1,803 | $600.6K | 0.38% | +99+5.8% | Added |
| Van Hulzen Asset Management, LLC | 1,803 | $601.0K | 0.04% | +210+13.2% | Added |
| Taylor Financial Group, Inc. | 1,805 | $601.2K | 0.46% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 1,806 | $601.6K | 0.38% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,809 | $602.4K | 0.23% | −12−0.7% | Reduced |
| Icon Wealth Advisors, LLC | 1,743 | $603.4K | 0.05% | +744+74.5% | Added |
| Cable Hill Partners, LLC | 1,814 | $604.3K | 0.07% | +1,814 | New |
| Aft, Forsyth & Company, Inc. | 1,815 | $604.6K | 0.31% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 1,822 | $606.9K | 0.17% | −2,396−56.8% | Reduced |
| Sovereign Financial Group, Inc. | 1,824 | $607.6K | 0.15% | +14+0.8% | Added |
| Appleton Partners Inc | 1,825 | $608.0K | 0.05% | −70−3.7% | Reduced |
| Capital Management Associates, Inc | 1,835 | $611.1K | 0.37% | +3+0.2% | Added |
| Mustard Seed Financial, LLC | 1,836 | $611.6K | 0.59% | −13−0.7% | Reduced |
| NovaPoint Capital, LLC | 1,839 | $612.6K | 0.21% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,842 | $613.4K | 0.35% | +5+0.3% | Added |
| Stokes Family Office, LLC | 1,845 | $614.6K | 0.07% | +70+3.9% | Added |
| Smith Anglin Financial, LLC | 1,853 | $617.2K | 0.06% | −49−2.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,859 | $619.2K | 0.05% | +1+0.1% | Added |
| Barr E S & Co | 1,863 | $620.6K | 0.04% | +50+2.8% | Added |
| LRI Investments, LLC | 1,865 | $621.2K | 0.07% | +14+0.8% | Added |
| Horst & Graben Wealth Management LLC | 1,870 | $622.8K | 0.12% | +4+0.2% | Added |
| Fulton Breakefield Broenniman LLC | 1,874 | $624.1K | 0.05% | +50+2.7% | Added |
| Montz Harcus Wealth Management LLC | 1,875 | $624.6K | 0.41% | +6+0.3% | Added |