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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 3,074 | $1.02M | 0.51% | −154−4.8% | Reduced |
| Concentric Wealth Management, LLC | 3,075 | $1.02M | 0.27% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,080 | $1.03M | 0.12% | −190−5.8% | Reduced |
| Gray Wealth Management Inc. | 3,081 | $1.03M | 0.44% | +10.0% | Added |
| Costello Asset Management, INC | 3,083 | $1.03M | 0.77% | −25−0.8% | Reduced |
| E Fund Management Co., Ltd. | 3,091 | $1.03M | 0.06% | +2,321+301.4% | Added |
| WMS Partners, LLC | 3,095 | $1.03M | 0.07% | +17+0.6% | Added |
| Benin Management CORP | 3,098 | $1.03M | 0.31% | +50+1.6% | Added |
| First Foundation Advisors | 3,100 | $1.03M | 0.04% | −761−19.7% | Reduced |
| Menard Financial Group LLC | 3,112 | $1.04M | 0.74% | −11−0.4% | Reduced |
| Davis R M Inc | 3,119 | $1.04M | 0.02% | −288−8.5% | Reduced |
| Saxon Interests, Inc. | 3,120 | $1.04M | 0.49% | +110+3.7% | Added |
| Compass Ion Advisors, LLC | 2,839 | $1.04M | 0.15% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,126 | $1.04M | 0.14% | −95−2.9% | Reduced |
| Provenance Wealth Advisors, LLC | 3,143 | $1.05M | 0.15% | −25−0.8% | Reduced |
| Monograph Wealth Advisors, LLC | 3,157 | $1.05M | 0.15% | +3,157 | New |
| Taurus Asset Management, LLC | 3,158 | $1.05M | 0.11% | −100−3.1% | Reduced |
| Pensionmark Financial Group, LLC | 3,169 | $1.06M | 0.07% | +3,169 | New |
| SignalPoint Asset Management, LLC | 3,169 | $1.06M | 0.28% | +10.0% | Added |
| Aspire Private Capital, LLC | 3,170 | $1.06M | 0.27% | +211+7.1% | Added |
| Nebula Research & Development LLC | 3,171 | $1.06M | 0.17% | +3,171 | New |
| Grimes & Company, Inc. | 3,174 | $1.06M | 0.03% | +84+2.7% | Added |
| Archer Investment Corp | 3,175 | $1.06M | 0.31% | +320+11.2% | Added |
| Inscription Capital, LLC | 3,175 | $1.06M | 0.17% | −557−14.9% | Reduced |
| Gleason Group, Inc. | 3,184 | $1.06M | 0.22% | +12+0.4% | Added |
| Colonial Trust Co | 3,188 | $1.06M | 0.19% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,189 | $1.06M | 0.60% | −193−5.7% | Reduced |
| Manchester Capital Management LLC | 3,192 | $1.06M | 0.13% | +259+8.8% | Added |
| TD Private Client Wealth LLC | 3,202 | $1.07M | 0.03% | +118+3.8% | Added |
| BTG Pactual Asset Management US LLC | 3,206 | $1.07M | 0.27% | +3,206 | New |
| Rooted Wealth Advisors, Inc. | 3,002 | $1.07M | 0.47% | −685−18.6% | Reduced |
| King Wealth | 3,218 | $1.07M | 0.18% | +31+1.0% | Added |
| Wilkins Investment Counsel Inc | 3,220 | $1.07M | 0.16% | +185+6.1% | Added |
| 1858 Wealth Management, LLC | 3,223 | $1.07M | 0.89% | −275−7.9% | Reduced |
| Auxier Asset Management | 3,230 | $1.08M | 0.17% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,231 | $1.08M | 0.08% | −161−4.7% | Reduced |
| KG&L Capital Management,LLC | 3,250 | $1.08M | 0.37% | +1,911+142.7% | Added |
| Montecito Bank & Trust | 3,235 | $1.08M | 0.22% | 00.0% | Unchanged |
| Rogco, LP | 3,241 | $1.08M | 0.44% | +158+5.1% | Added |
| LVW Advisors, LLC | 3,242 | $1.08M | 0.16% | +555+20.7% | Added |
| Verity Asset Management, Inc. | 3,254 | $1.08M | 0.43% | +1,641+101.7% | Added |
| Transcend Wealth Collective, LLC | 3,257 | $1.08M | 0.08% | +348+12.0% | Added |
| Traphagen Investment Advisors LLC | 3,266 | $1.09M | 0.12% | +17+0.5% | Added |
| Edge Capital Group, LLC | 3,273 | $1.09M | 0.05% | −27−0.8% | Reduced |
| Mainstay Capital Management LLC | 3,277 | $1.09M | 0.19% | +298+10.0% | Added |
| Venturi Wealth Management, LLC | 3,280 | $1.09M | 0.06% | +120+3.8% | Added |
| Nicolet Bankshares Inc | 3,284 | $1.09M | 0.27% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,288 | $1.10M | 0.32% | −111−3.3% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $1.10M | 0.31% | −400−10.8% | Reduced |
| Fiduciary Family Office, LLC | 3,310 | $1.10M | 0.43% | −240−6.8% | Reduced |
| Security Financial Services, INC. | 3,311 | $1.10M | 0.24% | −5−0.2% | Reduced |
| LexAurum Advisors, LLC | 3,313 | $1.10M | 0.27% | +29+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,320 | $1.11M | 0.18% | −5−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,330 | $1.11M | 0.41% | +1,080+48.0% | Added |
| Lakewood Asset Management LLC | 3,331 | $1.11M | 0.77% | −147−4.2% | Reduced |
| CTC LLC | 3,334 | $1.11M | 0.08% | +3,334 | New |
| CIC Wealth, LLC | 3,337 | $1.11M | 0.31% | −49−1.4% | Reduced |
| Burford Brothers, Inc. | 3,338 | $1.11M | 0.65% | +1,752+110.5% | Added |
| Atwood & Palmer Inc | 3,340 | $1.11M | 0.08% | −18−0.5% | Reduced |
| First Heartland Consultants, Inc. | 3,341 | $1.11M | 0.11% | −96−2.8% | Reduced |
| Lakeview Capital Partners, LLC | 3,045 | $1.12M | 0.18% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 3,361 | $1.12M | 0.28% | +3,361 | New |
| Advisor OS, LLC | 3,361 | $1.12M | 0.12% | −154−4.4% | Reduced |
| Mendel Money Management | 3,362 | $1.12M | 0.52% | +85+2.6% | Added |
| Keynote Financial Services LLC | 3,372 | $1.12M | 0.94% | −77−2.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,380 | $1.13M | 0.60% | −13−0.4% | Reduced |
| CORDA Investment Management, LLC. | 3,381 | $1.13M | 0.09% | +138+4.3% | Added |
| DMG Group, LLC | 3,391 | $1.13M | 0.97% | −64−1.9% | Reduced |
| Telos Capital Management, Inc. | 3,396 | $1.13M | 0.13% | −9−0.3% | Reduced |
| Everhart Financial Group, Inc. | 3,406 | $1.13M | 0.29% | +617+22.1% | Added |
| Allegheny Financial Group LTD | 3,417 | $1.14M | 0.33% | +105+3.2% | Added |
| Perfromance Wealth Partners, LLC | 3,425 | $1.14M | 0.04% | −16,075−82.4% | Reduced |
| Fairview Capital Investment Management, LLC | 3,428 | $1.14M | 0.06% | −100−2.8% | Reduced |
| Vanguard Capital Wealth Advisors | 3,438 | $1.15M | 0.77% | +4+0.1% | Added |
| GeoWealth Management, LLC | 3,440 | $1.15M | 0.05% | +792+29.9% | Added |
| Investment Partners, Ltd. | 3,443 | $1.15M | 0.52% | −205−5.6% | Reduced |
| Larson Financial Group LLC | 3,445 | $1.15M | 0.08% | +1,906+123.8% | Added |
| AA Financial Advisors, LLC | 3,445 | $1.15M | 0.40% | +112+3.4% | Added |
| Tiemann Investment Advisors, LLC | 3,447 | $1.15M | 0.51% | +10+0.3% | Added |
| Montis Financial, LLC | 3,457 | $1.15M | 0.53% | −64−1.8% | Reduced |
| Savoie Capital LLC | 3,465 | $1.15M | 0.15% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,471 | $1.16M | 0.30% | +2,202+173.5% | Added |
| HCR Wealth Advisors | 3,479 | $1.16M | 0.17% | −399−10.3% | Reduced |
| Fundamentun, LLC | 3,482 | $1.16M | 0.10% | +90+2.7% | Added |
| Zega Financial, LLC | 3,504 | $1.17M | 0.42% | +1,187+51.2% | Added |
| Monticello Wealth Management, LLC | 3,508 | $1.17M | 0.11% | +2+0.1% | Added |
| Golden State Equity Partners | 3,509 | $1.17M | 0.24% | +3,509 | New |
| Wealth Architects, LLC | 3,519 | $1.17M | 0.14% | −2−0.1% | Reduced |
| Pathway Financial Advisors LLC | 3,523 | $1.17M | 0.32% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 3,525 | $1.17M | 0.46% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,528 | $1.18M | 0.14% | +6+0.2% | Added |
| Covenant Asset Management, LLC | 3,530 | $1.18M | 0.26% | −24−0.7% | Reduced |
| TKG Advisors, LLC | 3,537 | $1.18M | 0.64% | +46+1.3% | Added |
| Belpointe Asset Management LLC | 3,537 | $1.18M | 0.08% | +70+2.0% | Added |
| Boston Research & Management Inc | 3,542 | $1.18M | 0.30% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,563 | $1.19M | 0.06% | +655+22.5% | Added |
| Gilbert & Cook, Inc. | 3,570 | $1.19M | 0.17% | −1,508−29.7% | Reduced |
| Regal Investment Advisors LLC | 3,576 | $1.19M | 0.08% | −161−4.3% | Reduced |
| Fort Pitt Capital Group, LLC | 3,576 | $1.19M | 0.04% | +50+1.4% | Added |
| Bullock Wealth Management Group | 3,623 | $1.19M | 0.78% | −40−1.1% | Reduced |