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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 3,580 | $1.19M | 0.29% | 00.0% | Unchanged |
| US Asset Management LLC | 3,598 | $1.20M | 1.08% | −126−3.4% | Reduced |
| Thomasville National Bank | 3,598 | $1.20M | 0.10% | −5−0.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,611 | $1.20M | 0.47% | −740−17.0% | Reduced |
| Wealth Management Partners, LLC | 3,614 | $1.20M | 0.59% | +356+10.9% | Added |
| TCG Advisory Services, LLC | 3,625 | $1.21M | 0.06% | +933+34.7% | Added |
| Raleigh Capital Management Inc. | 3,628 | $1.21M | 0.51% | −606−14.3% | Reduced |
| PFC Capital Group, Inc. | 3,635 | $1.21M | 0.61% | +178+5.1% | Added |
| Rodgers Brothers Inc. | 3,640 | $1.21M | 0.16% | −70−1.9% | Reduced |
| Circle Wealth Management, LLC | 3,641 | $1.21M | 0.03% | −77−2.1% | Reduced |
| Intrua Financial, LLC | 3,652 | $1.22M | 0.20% | −1,141−23.8% | Reduced |
| Souders Financial Advisors | 3,657 | $1.22M | 0.18% | +29+0.8% | Added |
| Gateway Wealth Partners, LLC | 3,668 | $1.22M | 0.37% | +84+2.3% | Added |
| Rehmann Capital Advisory Group | 3,676 | $1.22M | 0.09% | +58+1.6% | Added |
| Marble Harbor Investment Counsel, LLC | 3,682 | $1.23M | 0.14% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,694 | $1.23M | 0.46% | −10−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,698 | $1.23M | 0.18% | −195−5.0% | Reduced |
| Lantern Wealth Advisors, LLC | 3,706 | $1.23M | 0.90% | +2+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 3,713 | $1.24M | 1.00% | +20+0.5% | Added |
| Camden Capital, LLC | 3,734 | $1.24M | 0.10% | +218+6.2% | Added |
| Sequent Asset Management, LLC | 3,742 | $1.25M | 0.63% | −1,633−30.4% | Reduced |
| Argus Investors' Counsel, Inc. | 3,745 | $1.25M | 0.77% | −610−14.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,751 | $1.25M | 0.31% | −640−14.6% | Reduced |
| Cornerstone Wealth Management, LLC | 3,777 | $1.26M | 0.10% | −207−5.2% | Reduced |
| First Citizens Financial Corp | 3,790 | $1.26M | 0.75% | −8−0.2% | Reduced |
| Everett Harris & Co | 3,805 | $1.27M | 0.02% | +25+0.7% | Added |
| Confluence Wealth Services, Inc. | 3,833 | $1.28M | 0.10% | +48+1.3% | Added |
| Evernest Financial Advisors, LLC | 3,835 | $1.28M | 0.57% | −328−7.9% | Reduced |
| Hillsdale Investment Management Inc. | 3,840 | $1.28M | 0.10% | +3,327+648.5% | Added |
| 180 Wealth Advisors, LLC | 3,867 | $1.28M | 0.21% | +716+22.7% | Added |
| David Loasby | 3,901 | $1.28M | 0.12% | +51+1.3% | Added |
| Pitcairn Co | 3,865 | $1.29M | 0.08% | +397+11.4% | Added |
| Patten & Patten Inc | 3,868 | $1.29M | 0.09% | −45−1.2% | Reduced |
| Granite Investment Partners, LLC | 3,876 | $1.29M | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,879 | $1.29M | 0.13% | +5+0.1% | Added |
| High Net Worth Advisory Group LLC | 3,902 | $1.30M | 0.39% | +285+7.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,904 | $1.30M | 0.14% | −37−0.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $1.30M | 0.89% | 00.0% | Unchanged |
| Bank & Trust Co | 3,905 | $1.30M | 1.10% | +3,905 | New |
| Berger Financial Group, Inc | 3,907 | $1.30M | 0.10% | +221+6.0% | Added |
| Evergreen Capital Management LLC | 3,923 | $1.31M | 0.05% | +588+17.6% | Added |
| Retirement Guys Formula LLC | 3,930 | $1.31M | 0.63% | +332+9.2% | Added |
| Wealth Alliance Advisory Group, LLC | 3,935 | $1.31M | 0.30% | +1,223+45.1% | Added |
| Cim Investment Mangement Inc | 3,946 | $1.31M | 0.41% | −32−0.8% | Reduced |
| City State Bank | 3,949 | $1.32M | 0.54% | −10−0.3% | Reduced |
| Elevate Wealth Advisory, Inc | 3,950 | $1.32M | 1.07% | +10.0% | Added |
| Mayflower Financial Advisors, LLC | 3,950 | $1.32M | 0.22% | −176−4.3% | Reduced |
| Quad-Cities Investment Group, LLC | 3,960 | $1.32M | 0.73% | +3+0.1% | Added |
| Hardy Reed LLC | 3,981 | $1.33M | 0.13% | +3,981 | New |
| Wrapmanager Inc | 3,982 | $1.33M | 0.37% | +521+15.1% | Added |
| Security National Bank | 3,983 | $1.33M | 0.19% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,996 | $1.33M | 0.20% | −6−0.1% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.33M | 0.24% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,021 | $1.34M | 0.22% | −23−0.6% | Reduced |
| SNS Financial Group, LLC | 4,022 | $1.34M | 0.14% | +14+0.3% | Added |
| ZWJ Investment Counsel Inc | 4,028 | $1.34M | 0.06% | −15−0.4% | Reduced |
| Strategic Blueprint, LLC | 4,042 | $1.35M | 0.09% | −348−7.9% | Reduced |
| Birch Hill Investment Advisors LLC | 4,044 | $1.35M | 0.07% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 4,049 | $1.35M | 0.21% | +293+7.8% | Added |
| Quintet Private Bank (Europe) S.A. | 3,567 | $1.35M | 0.08% | −246−6.5% | Reduced |
| Eastern Bank | 4,080 | $1.36M | 0.05% | −100−2.4% | Reduced |
| Live Oak Private Wealth LLC | 4,081 | $1.36M | 0.23% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,081 | $1.36M | 0.05% | +595+17.1% | Added |
| EverSource Wealth Advisors, LLC | 3,967 | $1.37M | 0.09% | −96−2.4% | Reduced |
| Silverlake Wealth Management LLC | 4,128 | $1.37M | 0.56% | −484−10.5% | Reduced |
| Harvest Fund Management Co., Ltd | 4,127 | $1.38M | 0.10% | −2,542−38.1% | Reduced |
| Werlinich Asset Management, LLC | 4,217 | $1.38M | 0.86% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,147 | $1.38M | 0.07% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,147 | $1.38M | 0.17% | +5+0.1% | Added |
| Byrne Asset Management LLC | 4,219 | $1.38M | 0.99% | −73−1.7% | Reduced |
| Delta Investment Management, LLC | 4,148 | $1.38M | 0.30% | −104−2.4% | Reduced |
| First Manhattan Co | 4,159 | $1.39M | 0.00% | +30+0.7% | Added |
| Allen Capital Group, LLC | 4,162 | $1.39M | 0.20% | −395−8.7% | Reduced |
| Aureus Asset Management, LLC | 4,178 | $1.39M | 0.10% | −344−7.6% | Reduced |
| Lantz Financial LLC | 4,181 | $1.39M | 0.43% | +116+2.9% | Added |
| Root Financial Partners, LLC | 4,182 | $1.39M | 0.33% | +4,182 | New |
| Fort Sheridan Advisors LLC | 4,186 | $1.39M | 0.23% | +1,332+46.7% | Added |
| BBR Partners, LLC | 4,189 | $1.40M | 0.11% | +57+1.4% | Added |
| WD Rutherford LLC | 4,191 | $1.40M | 0.70% | +61+1.5% | Added |
| Eqis Capital Management, Inc. | 4,213 | $1.40M | 0.11% | +487+13.1% | Added |
| Solstein Capital, LLC | 4,214 | $1.40M | 0.92% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,221 | $1.41M | 0.14% | +13+0.3% | Added |
| Kowal Investment Group, LLC | 4,225 | $1.41M | 0.28% | +13+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 4,227 | $1.41M | 0.49% | −249−5.6% | Reduced |
| BNP Paribas | 4,240 | $1.41M | 0.07% | −1,036−19.6% | Reduced |
| World Equity Group, Inc. | 4,237 | $1.41M | 0.42% | −4,001−48.6% | Reduced |
| Wealthspan Partners, LLC | 4,236 | $1.41M | 0.78% | +738+21.1% | Added |
| Beech Hill Advisors, Inc. | 4,250 | $1.42M | 0.58% | −100−2.3% | Reduced |
| Amarillo National Bank | 4,267 | $1.42M | 0.27% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 4,267 | $1.42M | 1.19% | +1,103+34.9% | Added |
| CRA Financial Services, LLC | 4,268 | $1.42M | 0.29% | −100−2.3% | Reduced |
| First County Bank | 4,272 | $1.42M | 0.73% | −378−8.1% | Reduced |
| Acorn Wealth Advisors, LLC | 4,275 | $1.42M | 0.70% | +11+0.3% | Added |
| Cobblestone Capital Advisors LLC | 4,276 | $1.42M | 0.09% | −350−7.6% | Reduced |
| Mittelman Wealth Management | 4,287 | $1.43M | 0.93% | −156−3.5% | Reduced |
| Martingale Asset Management L P | 4,290 | $1.43M | 0.03% | +1,310+44.0% | Added |
| Sit Investment Associates Inc | 4,300 | $1.43M | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,301 | $1.43M | 0.09% | +485+12.7% | Added |
| Western Wealth Management, LLC | 4,301 | $1.43M | 0.11% | +296+7.4% | Added |
| Kerusso Capital Management LLC | 4,309 | $1.44M | 1.04% | +4,309 | New |