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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 5,233 | $1.74M | 0.08% | −39−0.7% | Reduced |
| Chilton Capital Management LLC | 5,244 | $1.75M | 0.08% | −136−2.5% | Reduced |
| Wealth Group, Ltd. | 5,247 | $1.75M | 1.25% | −45−0.9% | Reduced |
| Old Mission Investment Co LLC | 5,253 | $1.75M | 0.57% | +102+2.0% | Added |
| ARS Wealth Advisors Group, LLC | 5,280 | $1.76M | 0.23% | +10.0% | Added |
| Linden Thomas Advisory Services, LLC | 5,282 | $1.76M | 0.27% | +608+13.0% | Added |
| Guardian Investment Management | 5,287 | $1.76M | 1.28% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 5,299 | $1.77M | 0.04% | −185−3.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,307 | $1.77M | 0.27% | +190+3.7% | Added |
| Lindbrook Capital, LLC | 5,314 | $1.77M | 0.17% | −422−7.4% | Reduced |
| Cladis Investment Advisory, LLC | 5,314 | $1.77M | 1.28% | 00.0% | Unchanged |
| CNB Bank | 5,321 | $1.77M | 0.85% | +2,147+67.6% | Added |
| Sargent Investment Group, LLC | 5,329 | $1.78M | 0.36% | +635+13.5% | Added |
| Blueshift Asset Management, LLC | 5,333 | $1.78M | 0.60% | +3,731+232.9% | Added |
| Patton Albertson Miller Group, LLC | 5,334 | $1.78M | 0.25% | +3,090+137.7% | Added |
| Greater Midwest Financial Group, LLC | 5,298 | $1.79M | 1.13% | −2,745−34.1% | Reduced |
| Strategic Advisors LLC | 5,378 | $1.79M | 0.35% | +10.0% | Added |
| International Assets Investment Management, LLC | 5,391 | $1.80M | 0.17% | +211+4.1% | Added |
| Legacy Capital Group California, Inc. | 5,410 | $1.80M | 0.65% | −68−1.2% | Reduced |
| Bahl & Gaynor Inc | 5,421 | $1.81M | 0.01% | +924+20.5% | Added |
| CMT Capital Markets Trading GmbH | 5,428 | $1.81M | 0.51% | +5,428 | New |
| True North Advisors, LLC | 5,455 | $1.82M | 0.49% | −40−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 4,977 | $1.82M | 0.14% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,480 | $1.83M | 0.67% | +64+1.2% | Added |
| CFM Wealth Partners LLC | 5,488 | $1.83M | 0.34% | −100−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 5,500 | $1.83M | 0.09% | −10.0% | Reduced |
| Fairfield Financial Advisors, LTD | 5,515 | $1.84M | 0.66% | +5,515 | New |
| Alaethes Wealth LLC | 5,517 | $1.84M | 0.76% | +74+1.4% | Added |
| LGT Group Foundation | 5,525 | $1.84M | 0.03% | −825−13.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,537 | $1.84M | 0.70% | −44−0.8% | Reduced |
| Intellectus Partners, LLC | 5,554 | $1.85M | 0.50% | −313−5.3% | Reduced |
| Great Lakes Retirement, Inc. | 5,557 | $1.85M | 0.25% | +473+9.3% | Added |
| Concord Asset Management, LLC | 5,564 | $1.85M | 0.46% | +608+12.3% | Added |
| HHM Wealth Advisors, LLC | 5,565 | $1.85M | 0.28% | +2,027+57.3% | Added |
| Pine Valley Investments Ltd Liability Co | 5,574 | $1.86M | 0.14% | +10.0% | Added |
| Parkside Financial Bank & Trust | 5,614 | $1.87M | 0.29% | +8+0.1% | Added |
| Shepherd Financial Partners LLC | 5,622 | $1.87M | 0.24% | +21+0.4% | Added |
| Investment House LLC | 5,623 | $1.87M | 0.11% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,641 | $1.88M | 0.17% | −1,195−17.5% | Reduced |
| Corundum Group, Inc. | 5,649 | $1.88M | 0.74% | +3,685+187.6% | Added |
| Beaton Management Co. Inc. | 5,653 | $1.88M | 1.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 5,668 | $1.89M | 0.47% | +120+2.2% | Added |
| Spreng Capital Management, Inc. | 5,681 | $1.89M | 0.98% | −131−2.3% | Reduced |
| Rockland Trust Co | 5,681 | $1.89M | 0.10% | −76−1.3% | Reduced |
| Nations Financial Group Inc, | 5,681 | $1.89M | 0.15% | +42+0.7% | Added |
| Bridges Investment Management Inc | 5,705 | $1.90M | 0.03% | +3,170+125.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,709 | $1.90M | 1.57% | −12−0.2% | Reduced |
| WBH Advisory Inc | 5,722 | $1.91M | 0.19% | +38+0.7% | Added |
| Syon Capital LLC | 5,735 | $1.91M | 0.18% | +98+1.7% | Added |
| Cottage Street Advisors LLC | 5,767 | $1.92M | 1.14% | +11+0.2% | Added |
| Naviter Wealth, LLC | 5,811 | $1.94M | 0.29% | +57+1.0% | Added |
| Benedict Financial Advisors Inc | 5,822 | $1.94M | 0.49% | −12−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 5,837 | $1.94M | 0.36% | +430+8.0% | Added |
| Westwood Holdings Group Inc. | 5,843 | $1.95M | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,887 | $1.96M | 0.11% | +203+3.6% | Added |
| Charles Schwab Trust Co | 5,896 | $1.96M | 0.18% | +74+1.3% | Added |
| Haverford Trust Co | 5,921 | $1.97M | 0.02% | −287−4.6% | Reduced |
| Eagle Rock Investment Company, LLC | 5,925 | $1.97M | 0.36% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 5,940 | $1.98M | 0.05% | −9,000−60.2% | Reduced |
| Bragg Financial Advisors, Inc | 5,945 | $1.98M | 0.09% | −77−1.3% | Reduced |
| Kovack Advisors, Inc. | 5,960 | $1.99M | 0.22% | +689+13.1% | Added |
| Clearbridge Investments, LLC | 5,962 | $1.99M | 0.00% | −1,501−20.1% | Reduced |
| First National Bank Sioux Falls | 5,970 | $1.99M | 1.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,972 | $1.99M | 0.58% | 00.0% | Unchanged |
| AXS Investments LLC | 5,979 | $1.99M | 0.55% | −172−2.8% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 5,980 | $1.99M | 2.95% | +1,703+39.8% | Added |
| Schear Investment Advisers, LLC | 5,981 | $1.99M | 1.44% | +465+8.4% | Added |
| Gen-Wealth Partners Inc | 5,986 | $1.99M | 0.96% | −202−3.3% | Reduced |
| GAMMA Investing LLC | 5,997 | $2.00M | 0.27% | +841+16.3% | Added |
| Crown Oak Advisors, LLC | 6,000 | $2.00M | 1.13% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,028 | $2.01M | 0.37% | +1,630+37.1% | Added |
| Watershed Private Wealth LLC | 6,046 | $2.01M | 0.86% | −139−2.2% | Reduced |
| Osborne Partners Capital Management, LLC | 6,052 | $2.02M | 0.12% | −80−1.3% | Reduced |
| Essex Savings Bank | 6,058 | $2.02M | 0.54% | +6+0.1% | Added |
| Sherbrooke Park Advisers LLC | 6,070 | $2.02M | 0.35% | +5,178+580.5% | Added |
| Prosperity Consulting Group, LLC | 6,080 | $2.03M | 0.27% | −681−10.1% | Reduced |
| Eads & Heald Wealth Management | 6,091 | $2.03M | 0.98% | −113−1.8% | Reduced |
| Stoneridge Investment Partners LLC | 6,091 | $2.03M | 0.77% | +6,091 | New |
| Catalyst Funds Management Pty Ltd | 6,100 | $2.03M | 0.54% | +5,800+1,933.3% | Added |
| Coastline Trust Co | 6,105 | $2.03M | 0.24% | +15+0.2% | Added |
| Insight Wealth Strategies, LLC | 6,124 | $2.04M | 0.29% | +301+5.2% | Added |
| Mattern Wealth Management LLC | 6,150 | $2.05M | 0.49% | +450+7.9% | Added |
| Mirabaud & Cie SA | 6,158 | $2.05M | 0.69% | −275−4.3% | Reduced |
| St Germain D J Co Inc | 6,185 | $2.06M | 0.10% | −419−6.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,188 | $2.06M | 0.16% | −35−0.6% | Reduced |
| Zurich Insurance Group Ltd | 6,200 | $2.07M | 0.02% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 6,200 | $2.07M | 0.66% | −1,465−19.1% | Reduced |
| Forum Financial Management, LP | 6,210 | $2.07M | 0.04% | +20+0.3% | Added |
| Wedmont Private Capital | 6,174 | $2.07M | 0.13% | −300−4.6% | Reduced |
| Symphony Financial, Ltd. Co. | 6,329 | $2.07M | 0.38% | +4,159+191.7% | Added |
| Ramirez Asset Management, Inc. | 6,238 | $2.08M | 0.42% | −550−8.1% | Reduced |
| Permanent Capital Management, LP | 5,369 | $2.08M | 0.44% | +5,369 | New |
| Eisler Capital (UK) Ltd. | 6,260 | $2.09M | 0.68% | +6,260 | New |
| Slagle Financial, LLC | 6,267 | $2.09M | 1.07% | +376+6.4% | Added |
| Foundations Investment Advisors, LLC | 6,275 | $2.09M | 0.05% | −1,259−16.7% | Reduced |
| Perkins Coie Trust Co | 6,278 | $2.09M | 0.49% | +5,267+521.0% | Added |
| Thompson Siegel & Walmsley LLC | 6,284 | $2.09M | 0.03% | −12−0.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,286 | $2.09M | 0.04% | −4,745−43.0% | Reduced |
| Fairhaven Wealth Management, LLC | 6,292 | $2.10M | 0.69% | +6,292 | New |
| Wilson & Boucher Capital Management, LLC | 6,312 | $2.10M | 1.61% | +25+0.4% | Added |