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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 2,647 | $881.7K | 0.09% | +152+6.1% | Added |
| Cypress Asset Management Inc | 2,550 | $882.7K | 0.23% | +420+19.7% | Added |
| Redwood Wealth Management Group, LLC | 2,653 | $883.7K | 0.67% | −23−0.9% | Reduced |
| Herold Advisors, Inc. | 2,659 | $885.7K | 0.20% | +1,309+97.0% | Added |
| Ancora Advisors, LLC | 2,660 | $886.1K | 0.02% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,661 | $886.4K | 0.15% | +329+14.1% | Added |
| Hancock Whitney Corp | 2,670 | $889.4K | 0.03% | −131−4.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,470 | $890.6K | 0.01% | +1,400+130.8% | Added |
| Measured Wealth Private Client Group, LLC | 2,675 | $891.0K | 0.31% | +570+27.1% | Added |
| Eagle Bluffs Wealth Management LLC | 2,694 | $897.4K | 0.52% | −40−1.5% | Reduced |
| Ostrum Asset Management | 2,695 | $897.7K | 0.08% | −976−26.6% | Reduced |
| Waycross Partners, LLC | 2,700 | $899.4K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 2,700 | $899.4K | 0.17% | +2,700 | New |
| Keel Point, LLC | 2,657 | $900.3K | 0.08% | +273+11.5% | Added |
| Epoch Investment Partners, Inc. | 2,705 | $901.0K | 0.00% | +19+0.7% | Added |
| Legacy Advisors, LLC | 2,708 | $902.0K | 0.11% | −1,718−38.8% | Reduced |
| Wealth Effects LLC | 2,710 | $902.6K | 0.33% | −499−15.6% | Reduced |
| Puzo Michael J | 2,710 | $902.7K | 0.25% | −440−14.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,710 | $902.7K | 0.15% | +60+2.3% | Added |
| ABN AMRO Bank N.V. | 2,692 | $903.8K | 0.01% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 2,715 | $904.4K | 0.74% | +151+5.9% | Added |
| Smartleaf Asset Management LLC | 2,770 | $907.3K | 0.15% | +485+21.2% | Added |
| Joel Isaacson & Co., LLC | 2,726 | $908.0K | 0.05% | −7−0.3% | Reduced |
| Fortress Wealth Group, LLC | 2,641 | $908.8K | 0.46% | +333+14.4% | Added |
| Prosperitas Financial LLC | 2,729 | $909.1K | 0.55% | +6+0.2% | Added |
| Key Financial Inc | 2,742 | $913.4K | 0.22% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 2,750 | $916.0K | 0.60% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,754 | $917.4K | 0.11% | 00.0% | Unchanged |
| CX Institutional | 2,756 | $918.1K | 0.04% | +25+0.9% | Added |
| Astoria Portfolio Advisors LLC. | 2,757 | $918.4K | 0.33% | +97+3.6% | Added |
| NVWM, LLC | 2,758 | $918.7K | 0.24% | +41+1.5% | Added |
| Somerville Kurt F | 2,765 | $921.0K | 0.16% | −95−3.3% | Reduced |
| Creekside Partners | 2,770 | $922.7K | 0.51% | +2,770 | New |
| First Command Advisory Services, Inc. | 2,770 | $922.7K | 0.01% | −16−0.6% | Reduced |
| Patriot Investment Management Inc. | 2,772 | $923.2K | 0.07% | +9+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 3,161 | $923.8K | 0.12% | +552+21.2% | Added |
| Curated Wealth Partners LLC | 2,781 | $926.4K | 0.13% | +2,781 | New |
| Girard Partners Ltd. | 2,781 | $926.5K | 0.09% | +10.0% | Added |
| Sittner & Nelson, LLC | 2,787 | $928.2K | 0.46% | +2+0.1% | Added |
| Threadgill Financial, LLC | 2,794 | $930.6K | 0.44% | −193−6.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,794 | $930.7K | 0.16% | +288+11.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,795 | $931.1K | 0.17% | +3+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,797 | $931.8K | 0.04% | −566−16.8% | Reduced |
| Peavine Capital, LLC | 2,800 | $932.7K | 0.24% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,804 | $934.0K | 0.29% | −63−2.2% | Reduced |
| Drive Wealth Management, LLC | 2,805 | $934.3K | 0.25% | +69+2.5% | Added |
| Capstone Financial Advisors, Inc. | 2,807 | $934.9K | 0.06% | −17−0.6% | Reduced |
| Ballast Advisors LLC | 2,811 | $936.3K | 0.30% | −39−1.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,182 | $940.8K | 0.19% | −555−14.9% | Reduced |
| Ballast, Inc. | 2,829 | $942.3K | 0.29% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2,833 | $943.7K | 0.39% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,839 | $945.8K | 0.10% | +242+9.3% | Added |
| Stableford Capital II LLC | 2,657 | $950.7K | 0.37% | +212+8.7% | Added |
| Hilltop Holdings Inc. | 2,869 | $955.4K | 0.11% | −240−7.7% | Reduced |
| Washington Trust Advisors, Inc. | 2,871 | $956.3K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,875 | $957.7K | 0.12% | −2−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 2,875 | $957.8K | 0.17% | +7+0.2% | Added |
| Sentinus, LLC | 2,877 | $958.3K | 0.31% | +81+2.9% | Added |
| Farmers National Bank | 2,878 | $958.7K | 0.29% | −104−3.5% | Reduced |
| Diversify Advisory Services, LLC | 2,941 | $959.1K | 0.05% | +394+15.5% | Added |
| RFP Financial Group LLC | 2,880 | $959.4K | 0.36% | −528−15.5% | Reduced |
| Well Done, LLC | 2,890 | $962.7K | 0.20% | −36−1.2% | Reduced |
| Skopos Labs, Inc. | 2,649 | $963.5K | 0.41% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,895 | $964.0K | 0.00% | +378+15.0% | Added |
| Financial Management Network Inc | 2,937 | $964.5K | 0.23% | +201+7.3% | Added |
| Clarus Wealth Advisors | 2,967 | $974.6K | 0.52% | +118+4.1% | Added |
| Peoples Financial Services Corp. | 2,928 | $975.3K | 0.44% | +9+0.3% | Added |
| South State Corp. | 2,936 | $978.0K | 0.07% | +20+0.7% | Added |
| McKinley Capital Management LLC /Delaware | 2,938 | $978.6K | 0.17% | −521−15.1% | Reduced |
| IFG Advisory, LLC | 2,938 | $978.7K | 0.06% | +2,938 | New |
| Harfst & Associates, Inc. | 2,941 | $979.6K | 0.23% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,942 | $980.0K | 0.28% | −33−1.1% | Reduced |
| KLCM Advisors, Inc. | 2,944 | $980.7K | 0.12% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 2,953 | $983.6K | 0.11% | −147−4.7% | Reduced |
| Benjamin Edwards Inc | 2,955 | $984.0K | 0.19% | −83−2.7% | Reduced |
| CMG Global Holdings, LLC | 2,968 | $988.6K | 0.65% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,973 | $990.3K | 0.41% | −1,431−32.5% | Reduced |
| Morse Asset Management, Inc | 2,974 | $991.0K | 0.24% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,983 | $993.6K | 0.99% | +2,797+1,503.8% | Added |
| Bath Savings Trust Co | 2,984 | $994.0K | 0.11% | −55−1.8% | Reduced |
| Avestar Capital, LLC | 2,989 | $995.6K | 0.11% | +713+31.3% | Added |
| Visionary Wealth Advisors | 2,990 | $996.1K | 0.07% | −89−2.9% | Reduced |
| Wolverine Asset Management LLC | 2,998 | $998.6K | 0.02% | +2,998 | New |
| Means Investment Co., Inc. | 2,999 | $998.8K | 0.12% | −97−3.1% | Reduced |
| Birinyi Associates Inc | 3,000 | $999.3K | 0.30% | −250−7.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $999.3K | 0.31% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,003 | $1.00M | 0.05% | 00.0% | Unchanged |
| Constitution Capital LLC | 3,018 | $1.01M | 0.53% | +1,018+50.9% | Added |
| Abacus Planning Group, Inc. | 3,019 | $1.01M | 0.20% | +251+9.1% | Added |
| Mechanics Financial Corp | 3,031 | $1.01M | 0.52% | +15+0.5% | Added |
| Washburn Capital Management, Inc. | 3,032 | $1.01M | 0.72% | −105−3.3% | Reduced |
| Capital Advisors Inc | 3,034 | $1.01M | 0.02% | +249+8.9% | Added |
| Lion Street Advisors, LLC | 3,040 | $1.01M | 0.37% | −53−1.7% | Reduced |
| Geller Advisors LLC | 3,047 | $1.01M | 0.08% | +41+1.4% | Added |
| Journey Strategic Wealth LLC | 3,049 | $1.02M | 0.04% | +1,091+55.7% | Added |
| Valmark Advisers, Inc. | 3,051 | $1.02M | 0.02% | +228+8.1% | Added |
| Hazlett, Burt & Watson, Inc. | 3,055 | $1.02M | 0.52% | +103+3.5% | Added |
| FCG Investment Co | 3,060 | $1.02M | 0.77% | +133+4.5% | Added |
| WealthTrust Asset Management, LLC | 3,061 | $1.02M | 0.74% | −120−3.8% | Reduced |
| Uncommon Cents Investing LLC | 3,065 | $1.02M | 0.32% | +25+0.8% | Added |