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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 1,877 | $625.2K | 0.09% | +431+29.8% | Added |
| Leonteq Securities AG | 1,891 | $629.9K | 0.09% | +1,482+362.3% | Added |
| Burns J W & Co Inc | 1,895 | $631.2K | 0.09% | −105−5.3% | Reduced |
| Operose Advisors LLC | 1,902 | $633.4K | 0.22% | +272+16.7% | Added |
| Excalibur Management Corp | 1,906 | $634.9K | 0.26% | +468+32.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,916 | $638.2K | 0.18% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 1,917 | $638.4K | 0.47% | −39−2.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,917 | $638.7K | 0.09% | +10+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,918 | $638.8K | 0.09% | +73+4.0% | Added |
| Heritage Wealth Partners, LLC | 1,922 | $640.2K | 0.93% | +1,922 | New |
| Hennion & Walsh Asset Management, Inc. | 1,931 | $643.2K | 0.03% | −230−10.6% | Reduced |
| Athena Investment Management | 1,931 | $643.2K | 0.39% | −25−1.3% | Reduced |
| REDW Wealth LLC | 1,939 | $645.9K | 0.17% | −110−5.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,940 | $646.3K | 0.26% | +1+0.1% | Added |
| Thrive Wealth Management, LLC | 1,945 | $647.8K | 0.13% | +94+5.1% | Added |
| First Financial Bankshares Inc | 1,950 | $649.5K | 0.01% | −1,429−42.3% | Reduced |
| Dudley Capital Management, LLC | 1,954 | $650.8K | 0.36% | +348+21.7% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,954 | $650.9K | 0.01% | +1,954 | New |
| Harbour Trust & Investment Management Co | 1,961 | $653.2K | 0.08% | −179−8.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,964 | $654.2K | 0.05% | −175−8.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,964 | $654.2K | 0.04% | −32−1.6% | Reduced |
| Fiduciary Financial Group, LLC | 1,815 | $654.5K | 0.16% | +1,815 | New |
| Morningstar Investment Services LLC | 1,999 | $655.0K | 0.01% | +278+16.2% | Added |
| Sterling Wealth Management, Inc. | 1,969 | $655.9K | 0.31% | 00.0% | Unchanged |
| Plancorp, LLC | 1,971 | $656.6K | 0.03% | +32+1.7% | Added |
| Ridgecrest Wealth Partners, LLC | 1,975 | $657.9K | 0.40% | 00.0% | Unchanged |
| LCNB Corp | 1,977 | $658.5K | 0.25% | −357−15.3% | Reduced |
| Patten Group, Inc. | 1,979 | $659.1K | 0.16% | +2+0.1% | Added |
| Shoker Investment Counsel, Inc. | 1,979 | $659.3K | 0.23% | +6+0.3% | Added |
| Fernwood Investment Management, LLC | 1,983 | $660.5K | 0.20% | −25−1.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,983 | $660.7K | 0.12% | −12−0.6% | Reduced |
| Adell Harriman & Carpenter Inc | 1,984 | $660.9K | 0.05% | −636−24.3% | Reduced |
| Buck Wealth Strategies, LLC | 1,985 | $661.2K | 0.20% | −27,122−93.2% | Reduced |
| Citizens Business Bank | 1,985 | $661.2K | 0.14% | +872+78.3% | Added |
| Summit Financial Strategies, Inc. | 1,985 | $661.2K | 0.08% | −117−5.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,996 | $664.0K | 0.21% | 00.0% | Unchanged |
| Saybrook Capital | 2,000 | $666.0K | 0.19% | −2,000−50.0% | Reduced |
| Bienville Capital Management, LLC | 2,000 | $666.2K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,001 | $666.5K | 0.25% | +1,121+127.4% | Added |
| Signature Estate & Investment Advisors LLC | 2,002 | $666.7K | 0.02% | +2,002 | New |
| Sound Financial Strategies Group, LLC | 2,002 | $666.9K | 0.58% | −240−10.7% | Reduced |
| Savvy Advisors, Inc. | 2,003 | $667.3K | 0.22% | +228+12.8% | Added |
| First American Bank | 2,009 | $669.2K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,010 | $669.5K | 0.04% | +41+2.1% | Added |
| Guardian Wealth Advisors, LLC | 2,011 | $669.8K | 0.08% | −52−2.5% | Reduced |
| Winthrop Advisory Group LLC | 2,014 | $670.9K | 0.09% | −18−0.9% | Reduced |
| BluePath Capital Management, LLC | 2,016 | $671.4K | 0.48% | +560+38.5% | Added |
| Park Edge Advisors, LLC | 2,019 | $672.5K | 0.21% | +110+5.8% | Added |
| New Century Financial Group, LLC | 2,025 | $674.5K | 0.29% | +279+16.0% | Added |
| Options Solutions, LLC | 2,026 | $674.9K | 0.40% | +3+0.1% | Added |
| LVM Capital Management Ltd | 2,025 | $675.0K | 0.08% | −135−6.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,037 | $678.5K | 0.23% | −13−0.6% | Reduced |
| Lecap Asset Management Ltd | 2,038 | $678.9K | 0.15% | +2,038 | New |
| Bridgewater Associates, LP | 2,045 | $681.2K | 0.00% | +2,045 | New |
| Range Financial Group LLC | 2,049 | $682.5K | 0.35% | +58+2.9% | Added |
| NCM Capital Management, LLC | 2,055 | $684.5K | 0.36% | −50−2.4% | Reduced |
| W Advisors, LLC | 2,057 | $685.2K | 0.45% | −287−12.2% | Reduced |
| Total Investment Management Inc | 2,059 | $685.7K | 0.09% | +10.0% | Added |
| AF Advisors, Inc. | 2,060 | $686.2K | 0.13% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,060 | $686.2K | 0.64% | −70−3.3% | Reduced |
| Martin Capital Advisors, LLP | 2,061 | $686.5K | 0.51% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,061 | $686.5K | 0.13% | +1,191+136.9% | Added |
| GSB Wealth Management, LLC | 2,065 | $687.8K | 0.19% | +10.0% | Added |
| RMR Wealth Builders | 2,068 | $688.9K | 0.08% | −284−12.1% | Reduced |
| Tarbox Family Office, Inc. | 2,068 | $688.9K | 0.12% | −3−0.1% | Reduced |
| 626 Financial, LLC | 2,077 | $691.9K | 0.40% | −100−4.6% | Reduced |
| New Republic Capital, LLC | 2,078 | $692.2K | 0.35% | +23+1.1% | Added |
| Proficio Capital Partners LLC | 2,088 | $695.6K | 0.07% | +24+1.2% | Added |
| Stonebridge Capital Advisors LLC | 2,092 | $696.8K | 0.06% | −398−16.0% | Reduced |
| Bensler, LLC | 2,092 | $696.8K | 0.09% | +2+0.1% | Added |
| Capital Square, LLC | 2,005 | $697.7K | 0.45% | −40−2.0% | Reduced |
| Paulson Wealth Management Inc. | 2,104 | $700.8K | 0.20% | +73+3.6% | Added |
| Bright Futures Wealth Management, LLC. | 2,189 | $702.3K | 0.38% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,110 | $702.8K | 0.18% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,112 | $703.5K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,112 | $703.5K | 0.06% | +244+13.1% | Added |
| Lingohr & Partner Asset Management GmbH | 2,123 | $704.0K | 1.76% | +2,123 | New |
| Hexagon Capital Partners LLC | 2,116 | $704.5K | 0.15% | −89−4.0% | Reduced |
| Diversified, LLC | 2,120 | $706.2K | 0.08% | +72+3.5% | Added |
| TBH Global Asset Management, LLC | 2,123 | $707.1K | 0.16% | −322−13.2% | Reduced |
| Gratus Capital LLC | 2,123 | $707.1K | 0.03% | +846+66.2% | Added |
| Morningstar Investment Management LLC | 2,124 | $708.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,135 | $711.2K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,136 | $711.5K | 0.43% | +88+4.3% | Added |
| MSH Capital Advisors LLC | 2,139 | $712.5K | 0.24% | −30−1.4% | Reduced |
| Impact Partnership Wealth, LLC | 2,143 | $713.9K | 0.19% | +1,742+434.4% | Added |
| Marion Wealth Management | 2,149 | $715.9K | 0.21% | +6+0.3% | Added |
| Addison Advisors LLC | 2,151 | $716.5K | 0.23% | +37+1.8% | Added |
| Callan Capital, LLC | 2,152 | $716.8K | 0.06% | +602+38.8% | Added |
| Carnegie Capital Asset Management, LLC | 2,153 | $717.2K | 0.02% | −737−25.5% | Reduced |
| Full Sail Capital, LLC | 2,153 | $717.2K | 0.05% | +2+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 2,157 | $718.0K | 0.04% | +30+1.4% | Added |
| GHP Investment Advisors, Inc. | 2,160 | $719.5K | 0.04% | −28−1.3% | Reduced |
| Townsend Asset Management Corp | 2,161 | $719.7K | 0.28% | +10.0% | Added |
| Fiduciary Group LLC | 2,167 | $721.7K | 0.08% | −30−1.4% | Reduced |
| Atlantic Trust, LLC | 2,168 | $722.2K | 0.18% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,170 | $722.8K | 0.33% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,178 | $725.4K | 0.35% | +4+0.2% | Added |
| Quest Partners LLC | 2,188 | $728.8K | 0.10% | +2,188 | New |
| Horizon Wealth Management, LLC | 2,191 | $729.9K | 0.17% | −346−13.6% | Reduced |