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
- 2,712
- +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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 2,200 | $732.8K | 0.24% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,210 | $736.1K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,220 | $739.0K | 0.33% | −455−17.0% | Reduced |
| Northwest & Ethical Investments L.P. | 2,220 | $739.5K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,221 | $739.9K | 0.40% | −109−4.7% | Reduced |
| Wayfinding Financial, LLC | 2,222 | $740.0K | 0.42% | −425−16.1% | Reduced |
| InTrack Investment Management Inc | 2,224 | $740.8K | 0.53% | +346+18.4% | Added |
| Sage Mountain Advisors LLC | 2,233 | $743.8K | 0.07% | −100−4.3% | Reduced |
| Marks Group Wealth Management, Inc | 2,234 | $744.2K | 0.08% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,235 | $744.5K | 0.16% | −122−5.2% | Reduced |
| United Asset Strategies, Inc. | 2,237 | $745.1K | 0.07% | −243−9.8% | Reduced |
| PDS Planning, Inc | 2,243 | $747.3K | 0.08% | +20+0.9% | Added |
| PSI Advisors, LLC | 2,251 | $749.6K | 0.24% | +35+1.6% | Added |
| Chicago Partners Investment Group LLC | 2,195 | $750.1K | 0.03% | +237+12.1% | Added |
| Aberdeen Wealth Management LLC | 2,262 | $753.5K | 0.51% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,264 | $754.3K | 0.16% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,269 | $755.8K | 0.08% | −56−2.4% | Reduced |
| Close Asset Management Ltd | 2,269 | $756.0K | 0.03% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 2,272 | $757.0K | 0.17% | 00.0% | Unchanged |
| Intrust Bank NA | 2,276 | $758.1K | 0.08% | +2+0.1% | Added |
| Garner Asset Management Corp | 2,277 | $759.0K | 0.37% | +32+1.4% | Added |
| Quotient Wealth Partners, LLC | 2,280 | $759.5K | 0.03% | +177+8.4% | Added |
| RiverFront Investment Group, LLC | 2,281 | $760.0K | 0.02% | −30−1.3% | Reduced |
| Worth Financial Advisory Group, LLC | 2,285 | $761.2K | 0.50% | −98−4.1% | Reduced |
| Tidemark, LLC | 2,291 | $763.2K | 0.35% | +68+3.1% | Added |
| Canopy Partners, LLC | 2,296 | $764.8K | 0.36% | +65+2.9% | Added |
| Chesapeake Wealth Management | 2,303 | $767.1K | 0.28% | +2,303 | New |
| Atlanta Consulting Group Advisors, LLC | 2,308 | $768.8K | 0.17% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,318 | $772.1K | 0.69% | +2,318 | New |
| Washington Trust Bank | 2,322 | $773.5K | 0.08% | −3,590−60.7% | Reduced |
| Virtus ETF Advisers LLC | 2,331 | $776.5K | 0.38% | −290−11.1% | Reduced |
| Arbor Wealth Advisors LLC | 2,337 | $778.5K | 0.77% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,338 | $778.8K | 0.08% | +744+46.7% | Added |
| Mechanics Bank Trust Department | 2,339 | $779.1K | 0.11% | −14−0.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,340 | $779.5K | 0.25% | −35−1.5% | Reduced |
| Addison Capital Co | 2,343 | $780.4K | 0.34% | +282+13.7% | Added |
| Accredited Investors Inc. | 2,345 | $781.1K | 0.05% | −494−17.4% | Reduced |
| Greenwich Wealth Management LLC | 2,347 | $782.0K | 0.06% | +20+0.9% | Added |
| AdvisorNet Financial, Inc | 2,363 | $787.0K | 0.07% | +20+0.9% | Added |
| Deseret Mutual Benefit Administrators | 2,365 | $787.8K | 0.37% | +3+0.1% | Added |
| RNC Capital Management LLC | 2,372 | $790.1K | 0.04% | +45+1.9% | Added |
| Woodstock Corp | 2,380 | $792.8K | 0.08% | −175−6.8% | Reduced |
| Wimmer Associates 1, LLC | 2,385 | $794.4K | 0.41% | 00.0% | Unchanged |
| Platform Technology Partners | 2,392 | $796.9K | 0.27% | +2,392 | New |
| XR Securities LLC | 2,398 | $798.8K | 1.35% | +2,398 | New |
| Oxford Financial Group Ltd | 2,398 | $798.9K | 0.05% | +741+44.7% | Added |
| Guardian Wealth Management, Inc. | 2,402 | $800.1K | 0.61% | +244+11.3% | Added |
| Hamel Associates, Inc. | 2,410 | $802.5K | 0.25% | −55−2.2% | Reduced |
| Fortem Financial Group, LLC | 2,420 | $806.1K | 0.35% | −210−8.0% | Reduced |
| Veracity Capital LLC | 2,425 | $807.7K | 0.34% | −492−16.9% | Reduced |
| Claris Advisors, LLC | 2,432 | $810.1K | 0.42% | +22+0.9% | Added |
| Trillium Asset Management, LLC | 2,434 | $811.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,428 | $811.0K | 0.14% | +10.0% | Added |
| Seelaus Asset Management LLC | 2,438 | $812.1K | 0.82% | −40−1.6% | Reduced |
| L.M. Kohn & Company | 2,441 | $812.9K | 0.22% | +462+23.3% | Added |
| Catalina Capital Group, LLC | 2,445 | $814.5K | 0.31% | +201+9.0% | Added |
| Carret Asset Management, LLC | 2,460 | $819.5K | 0.10% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,461 | $819.7K | 0.58% | −392−13.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,400 | $820.1K | 0.32% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,463 | $820.5K | 0.18% | −169−6.4% | Reduced |
| KKM Financial LLC | 2,575 | $820.9K | 0.39% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,465 | $820.9K | 0.15% | −469−16.0% | Reduced |
| Chicago Trust Co NA | 2,466 | $821.4K | 0.17% | −12−0.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,467 | $821.7K | 0.50% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,471 | $823.1K | 0.06% | −167−6.3% | Reduced |
| Clarus Group, Inc. | 2,484 | $827.3K | 0.37% | −317−11.3% | Reduced |
| Richwood Investment Advisors, LLC | 2,485 | $827.8K | 0.73% | +315+14.5% | Added |
| Premier Path Wealth Partners, LLC | 2,486 | $828.1K | 0.14% | +74+3.1% | Added |
| Bill Few Associates, Inc. | 2,490 | $829.3K | 0.32% | −269−9.7% | Reduced |
| Sippican Capital Advisors | 2,500 | $832.8K | 0.66% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,500 | $832.8K | 0.36% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $832.8K | 0.62% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 2,500 | $832.8K | 0.72% | +2,500 | New |
| Woodmont Investment Counsel LLC | 2,509 | $835.7K | 0.07% | −2,710−51.9% | Reduced |
| Ted Buchan & Co | 2,512 | $836.7K | 0.45% | −90−3.5% | Reduced |
| Armstrong Advisory Group, Inc | 2,530 | $842.9K | 0.07% | −8−0.3% | Reduced |
| Sax Wealth Advisors, LLC | 2,538 | $845.4K | 0.08% | +1,888+290.5% | Added |
| E&G Advisors, LP | 2,542 | $846.7K | 0.25% | +130+5.4% | Added |
| Westmount Partners, LLC | 2,577 | $848.1K | 0.28% | +4+0.2% | Added |
| Heritage Wealth Advisors | 2,556 | $851.4K | 0.04% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 2,562 | $853.4K | 0.11% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,562 | $853.4K | 0.09% | −98−3.7% | Reduced |
| BOS Asset Management, LLC | 2,563 | $853.7K | 0.39% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 2,571 | $856.4K | 0.17% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,575 | $857.7K | 0.27% | −52−2.0% | Reduced |
| Quadcap Wealth Management, LLC | 2,575 | $858.0K | 0.16% | −77−2.9% | Reduced |
| Titleist Asset Management, LLC | 2,577 | $858.3K | 0.13% | +13+0.5% | Added |
| Palumbo Wealth Management LLC | 2,579 | $859.2K | 0.36% | +9+0.4% | Added |
| Northstar Group, Inc. | 2,586 | $861.5K | 0.16% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,595 | $864.3K | 0.12% | −110−4.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,597 | $865.1K | 0.74% | +7+0.3% | Added |
| Aspiriant, LLC | 2,620 | $872.9K | 0.04% | −269−9.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,625 | $874.5K | 0.20% | +5+0.2% | Added |
| Stiles Financial Services Inc | 2,624 | $874.7K | 0.34% | +3+0.1% | Added |
| RDA Financial Network | 2,626 | $874.8K | 0.29% | −162−5.8% | Reduced |
| Live Oak Investment Partners | – | $877.1K | 0.73% | – | New |
| Marex Group plc | 2,634 | $877.4K | 0.02% | +571+27.7% | Added |
| Hilltop National Bank | 2,636 | $878.1K | 0.28% | +31+1.2% | Added |
| Klingenstein Fields & Co LP | 2,643 | $880.4K | 0.04% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,645 | $881.0K | 0.32% | 00.0% | Unchanged |