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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 4,310 | $1.44M | 0.06% | +806+23.0% | Added |
| Amussen Hunsaker Associates LLC | 4,338 | $1.44M | 0.24% | −12−0.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,319 | $1.44M | 0.84% | −75−1.7% | Reduced |
| TRUE Private Wealth Advisors | 4,320 | $1.44M | 0.16% | +18+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 4,349 | $1.45M | 0.35% | +3,012+225.3% | Added |
| Catalyst Financial Partners LLC | 4,351 | $1.45M | 0.32% | +19+0.4% | Added |
| IVC Wealth Advisors LLC | 4,360 | $1.45M | 0.81% | +229+5.5% | Added |
| First Citizens Bank & Trust Co | 4,360 | $1.45M | 0.03% | +401+10.1% | Added |
| Norway Savings Bank | 4,367 | $1.45M | 0.83% | −135−3.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $1.46M | 0.04% | −1,209−21.7% | Reduced |
| Nwam LLC | 4,381 | $1.46M | 0.43% | +607+16.1% | Added |
| Am Investment Strategies LLC | 4,383 | $1.46M | 0.36% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,405 | $1.47M | 0.16% | −300−6.4% | Reduced |
| RS Crum Inc. | 4,430 | $1.48M | 0.39% | +105+2.4% | Added |
| Miracle Mile Advisors, LLC | 4,432 | $1.48M | 0.04% | −235−5.0% | Reduced |
| Charter Research & Investment Group, Inc. | 4,450 | $1.48M | 1.17% | 00.0% | Unchanged |
| Washington Trust Co | 4,451 | $1.48M | 0.05% | −10.0% | Reduced |
| Widmann Financial Services, Inc. | 4,451 | $1.48M | 1.21% | −51−1.1% | Reduced |
| Old West Investment Management, LLC | 4,458 | $1.48M | 0.65% | +4,458 | New |
| ORG Partners LLC | 4,520 | $1.49M | 0.19% | +3,886+612.9% | Added |
| Probity Advisors, Inc. | 4,480 | $1.49M | 0.31% | −566−11.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 4,484 | $1.49M | 0.37% | +100+2.3% | Added |
| Strategic Investment Advisors | 4,485 | $1.49M | 0.18% | −40−0.9% | Reduced |
| Xcel Wealth Management, LLC | 4,498 | $1.50M | 0.47% | −151−3.2% | Reduced |
| Westhampton Capital, LLC | 4,510 | $1.50M | 0.81% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,535 | $1.51M | 0.10% | +2,063+83.5% | Added |
| Coastal Investment Advisors, Inc. | 4,547 | $1.51M | 0.30% | +173+4.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,557 | $1.52M | 0.16% | +954+26.5% | Added |
| Cornerstone Wealth Group, LLC | 4,568 | $1.52M | 0.14% | +84+1.9% | Added |
| MONECO Advisors, LLC | 4,570 | $1.52M | 0.22% | +572+14.3% | Added |
| Roman Butler Fullerton & Co | 4,642 | $1.52M | 0.49% | +352+8.2% | Added |
| Privium Fund Management (UK) Ltd | 4,655 | $1.53M | 0.59% | +4,655 | New |
| Clarius Group, LLC | 4,595 | $1.53M | 0.11% | −163−3.4% | Reduced |
| Blue Chip Partners, Inc. | 4,602 | $1.53M | 0.14% | −8−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 4,603 | $1.53M | 0.07% | −1,058−18.7% | Reduced |
| Cypress Capital Group | 4,631 | $1.54M | 0.18% | −115−2.4% | Reduced |
| Flaharty Asset Management, LLC | 4,637 | $1.54M | 0.23% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,637 | $1.54M | 0.29% | −61−1.3% | Reduced |
| Hohimer Wealth Management, LLC | 4,638 | $1.54M | 0.36% | +2,880+163.8% | Added |
| Boston Family Office LLC | 4,652 | $1.55M | 0.11% | −229−4.7% | Reduced |
| Farmers Trust Co | 4,656 | $1.55M | 0.31% | −19−0.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.56M | 0.74% | −100−2.1% | Reduced |
| Motiv8 Investments LLC | 4,699 | $1.57M | 1.16% | −322−6.4% | Reduced |
| Journey Advisory Group, LLC | 4,706 | $1.57M | 0.19% | −100−2.1% | Reduced |
| Clark Capital Management Group, Inc. | 4,725 | $1.57M | 0.01% | −281−5.6% | Reduced |
| XML Financial, LLC | 4,735 | $1.58M | 0.16% | +5+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,747 | $1.58M | 0.09% | +4,085+617.1% | Added |
| Donaldson Capital Management, LLC | 4,749 | $1.58M | 0.07% | −5,591−54.1% | Reduced |
| Crawford Investment Counsel Inc | 4,759 | $1.59M | 0.03% | +500+11.7% | Added |
| Waldron Private Wealth LLC | 4,771 | $1.59M | 0.07% | +49+1.0% | Added |
| Diligent Investors, LLC | 4,773 | $1.59M | 0.39% | +89+1.9% | Added |
| Applied Finance Capital Management, LLC | 4,777 | $1.59M | 0.07% | +4,777 | New |
| Founders Financial Securities LLC | 4,778 | $1.59M | 0.15% | +1,109+30.2% | Added |
| Schechter Investment Advisors, LLC | 4,786 | $1.59M | 0.12% | −73−1.5% | Reduced |
| Moody National Bank Trust Division | 4,789 | $1.60M | 0.12% | +40+0.8% | Added |
| Transamerica Financial Advisors, Inc. | 4,791 | $1.60M | 0.17% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,798 | $1.60M | 0.72% | −10−0.2% | Reduced |
| Wealthspire Advisors, LLC | 4,812 | $1.60M | 0.02% | −72−1.5% | Reduced |
| FinTrust Capital Advisors, LLC | 4,822 | $1.61M | 0.30% | −238−4.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,838 | $1.61M | 0.13% | +1,047+27.6% | Added |
| Beacon Investment Advisors LLC | 4,842 | $1.61M | 0.82% | +52+1.1% | Added |
| Ingalls & Snyder LLC | 4,845 | $1.61M | 0.07% | +200+4.3% | Added |
| Pinnacle West Asset Management, Inc. | 4,850 | $1.62M | 1.26% | −25−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 4,852 | $1.62M | 0.17% | +79+1.7% | Added |
| Diamant Asset Management, Inc. | 4,858 | $1.62M | 1.08% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,965 | $1.62M | 0.14% | +135+2.8% | Added |
| High Falls Advisors, Inc | 4,862 | $1.62M | 0.39% | +374+8.3% | Added |
| Eldridge Investment Advisors, Inc. | 4,863 | $1.62M | 0.41% | +133+2.8% | Added |
| SevenBridge Financial Group, LLC | 4,964 | $1.62M | 0.36% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,867 | $1.62M | 0.02% | −10−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 4,891 | $1.63M | 0.22% | +137+2.9% | Added |
| Trustmark National Bank Trust Department | 4,892 | $1.63M | 0.13% | +483+11.0% | Added |
| Emprise Bank | 4,897 | $1.63M | 1.01% | −23−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 4,933 | $1.64M | 0.08% | +945+23.7% | Added |
| Aaron Wealth Advisors | 4,942 | $1.65M | 0.23% | +221+4.7% | Added |
| Harbor Group, Inc. | 4,956 | $1.65M | 0.42% | +4,956 | New |
| Horizon Investments, LLC | 4,984 | $1.65M | 0.05% | −234−4.5% | Reduced |
| Princeton Capital Management LLC | 4,973 | $1.66M | 0.54% | −66−1.3% | Reduced |
| Opes Wealth Management LLC | 4,978 | $1.66M | 0.35% | +20.0% | Added |
| GYL Financial Synergies, LLC | 4,981 | $1.66M | 0.13% | −503−9.2% | Reduced |
| Counterweight Ventures, LLC | 4,997 | $1.66M | 1.26% | +258+5.4% | Added |
| SOL Capital Management CO | 5,017 | $1.67M | 0.20% | −135−2.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5,019 | $1.67M | 0.71% | +8+0.2% | Added |
| Symmetry Partners, LLC | 5,020 | $1.67M | 0.09% | −1,029−17.0% | Reduced |
| Garde Capital, Inc. | 5,021 | $1.67M | 0.12% | −55−1.1% | Reduced |
| Accurate Wealth Management, LLC | 4,841 | $1.67M | 0.40% | −541−10.1% | Reduced |
| JT Stratford LLC | 5,036 | $1.68M | 0.31% | −622−11.0% | Reduced |
| Courier Capital LLC | 5,047 | $1.68M | 0.13% | −219−4.2% | Reduced |
| Cigna Investments Inc | 5,068 | $1.69M | 0.32% | −333−6.2% | Reduced |
| Proequities, Inc. | 5,069 | $1.69M | 0.11% | −295−5.5% | Reduced |
| Allen Wealth Management, LLC | 5,080 | $1.69M | 1.51% | −103−2.0% | Reduced |
| Trust Point Inc. | 5,136 | $1.71M | 0.14% | −103−2.0% | Reduced |
| First Trust Investment Solutions L.P. | 5,149 | $1.72M | 0.24% | +3,190+162.8% | Added |
| Cooper Financial Group | 5,175 | $1.72M | 0.25% | +453+9.6% | Added |
| Garrison Point Advisors, LLC | 5,180 | $1.73M | 1.14% | +45+0.9% | Added |
| PFG Investments, LLC | 5,187 | $1.73M | 0.12% | +229+4.6% | Added |
| Northern Financial Advisors Inc | 5,198 | $1.73M | 1.39% | +79+1.5% | Added |
| Exencial Wealth Advisors, LLC | 5,224 | $1.74M | 0.07% | +20+0.4% | Added |
| West Oak Capital, LLC | 5,227 | $1.74M | 0.70% | −60−1.1% | Reduced |
| Papp L Roy & Associates | 5,232 | $1.74M | 0.21% | −200−3.7% | Reduced |