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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 6,355 | $2.12M | 0.17% | +60+1.0% | Added |
| Harbour Investments, Inc. | 6,366 | $2.12M | 0.07% | −295−4.4% | Reduced |
| Advanced Portfolio Management, LLC | 6,367 | $2.12M | 1.46% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,370 | $2.12M | 0.14% | +831+15.0% | Added |
| Atlas Brown,Inc. | 6,374 | $2.12M | 0.76% | −907−12.5% | Reduced |
| Massachusetts Wealth Management | 6,377 | $2.12M | 1.43% | −125−1.9% | Reduced |
| Farther Finance Advisors, LLC | 6,463 | $2.13M | 0.10% | +503+8.4% | Added |
| Ritholtz Wealth Management | 6,393 | $2.13M | 0.07% | −195−3.0% | Reduced |
| River Wealth Advisors LLC | 6,401 | $2.13M | 0.31% | +173+2.8% | Added |
| WealthPLAN Partners, LLC | 6,403 | $2.13M | 0.23% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 6,410 | $2.14M | 1.44% | −440−6.4% | Reduced |
| Edgestream Partners, L.P. | 6,420 | $2.14M | 0.10% | −15,492−70.7% | Reduced |
| Diversified Trust Co | 6,427 | $2.14M | 0.06% | −436−6.4% | Reduced |
| Vivid Wealth Management, LLC | 6,432 | $2.14M | 1.20% | +2,062+47.2% | Added |
| Horizon Kinetics Asset Management LLC | 6,473 | $2.16M | 0.04% | −200−3.0% | Reduced |
| Stonegate Investment Group, LLC | 6,491 | $2.16M | 0.06% | +498+8.3% | Added |
| Brighton Jones LLC | 6,535 | $2.18M | 0.07% | +158+2.5% | Added |
| Affinity Investment Advisors, LLC | 6,563 | $2.19M | 1.64% | +87+1.3% | Added |
| Oak Asset Management, LLC | 6,570 | $2.19M | 0.80% | −75−1.1% | Reduced |
| Inspire Advisors, LLC | 6,572 | $2.19M | 0.29% | −254−3.7% | Reduced |
| Quadrant Capital Group LLC | 6,578 | $2.19M | 0.16% | +284+4.5% | Added |
| Resources Management Corp | 6,594 | $2.20M | 0.32% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 6,593 | $2.20M | 1.24% | −29−0.4% | Reduced |
| Nemes Rush Group LLC | 6,639 | $2.21M | 0.30% | −58−0.9% | Reduced |
| Greenfield Savings Bank | 6,643 | $2.21M | 1.14% | +112+1.7% | Added |
| RFG Advisory, LLC | 6,654 | $2.22M | 0.07% | −129−1.9% | Reduced |
| Axq Capital, LP | 6,676 | $2.22M | 0.52% | +6,676 | New |
| Mission Wealth Management, LP | 6,679 | $2.22M | 0.06% | +472+7.6% | Added |
| Ar Asset Management Inc | 6,700 | $2.23M | 0.54% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 6,704 | $2.23M | 0.49% | +1,947+40.9% | Added |
| Arete Wealth Advisors, LLC | 6,751 | $2.24M | 0.18% | +6,751 | New |
| Arbor Trust Wealth Advisors, LLC | 6,721 | $2.24M | 1.18% | +53+0.8% | Added |
| Wintrust Investments LLC | 6,721 | $2.24M | 0.18% | −173−2.5% | Reduced |
| Jump Financial, LLC | 6,773 | $2.26M | 0.05% | −2,182−24.4% | Reduced |
| Hilton Capital Management, LLC | 6,783 | $2.26M | 0.19% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,794 | $2.26M | 0.21% | +401+6.3% | Added |
| Staley Capital Advisers Inc | 6,800 | $2.27M | 0.10% | −14−0.2% | Reduced |
| Stone Point Wealth LLC | 6,816 | $2.27M | 0.81% | −125−1.8% | Reduced |
| Modera Wealth Management, LLC | 6,820 | $2.27M | 0.03% | −186−2.7% | Reduced |
| Oarsman Capital, Inc. | 6,829 | $2.27M | 0.50% | +304+4.7% | Added |
| Buckingham Strategic Partners | 6,870 | $2.29M | 0.06% | −4,548−39.8% | Reduced |
| Avantax Planning Partners, Inc. | 6,881 | $2.29M | 0.07% | −437−6.0% | Reduced |
| Howland Capital Management LLC | 6,921 | $2.31M | 0.11% | −450−6.1% | Reduced |
| Fort Point Capital Partners LLC | 6,928 | $2.31M | 0.30% | +37+0.5% | Added |
| Garrett Investment Advisors LLC | 6,963 | $2.32M | 0.27% | +85+1.2% | Added |
| BCM Advisors, LLC | 7,000 | $2.32M | 0.55% | −70−1.0% | Reduced |
| Quest Investment Management LLC | 6,968 | $2.32M | 0.26% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,000 | $2.33M | 0.41% | +224+3.3% | Added |
| Rollins Financial Advisors, LLC | 7,035 | $2.34M | 0.40% | +84+1.2% | Added |
| Tyche Wealth Partners LLC | 7,038 | $2.34M | 0.57% | +206+3.0% | Added |
| Dorsey & Whitney Trust CO LLC | 7,040 | $2.35M | 0.16% | −256−3.5% | Reduced |
| Triangle Securities Wealth Management | 7,078 | $2.36M | 0.67% | −37−0.5% | Reduced |
| Sumitomo Life Insurance Co | 7,095 | $2.36M | 0.05% | −925−11.5% | Reduced |
| Cross Staff Investments Inc | 7,104 | $2.37M | 1.97% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,121 | $2.37M | 0.24% | +145+2.1% | Added |
| Heritage Wealth Management, Inc. | 7,236 | $2.38M | 0.80% | +7,236 | New |
| Legacy Bridge, LLC | 7,136 | $2.38M | 1.40% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 7,158 | $2.38M | 1.46% | +4,850+210.1% | Added |
| Little House Capital LLC | 7,183 | $2.39M | 0.75% | +1,763+32.5% | Added |
| Marvin & Palmer Associates Inc | 7,185 | $2.39M | 2.45% | −4,049−36.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 7,192 | $2.40M | 1.18% | +77+1.1% | Added |
| Ballentine Partners, LLC | 7,196 | $2.40M | 0.04% | +113+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,204 | $2.40M | 0.22% | −982−12.0% | Reduced |
| Franklin Street Advisors Inc | 7,205 | $2.40M | 0.17% | −60−0.8% | Reduced |
| Gables Capital Management Inc. | 7,220 | $2.40M | 1.26% | +150+2.1% | Added |
| Trust Investment Advisors | 7,249 | $2.41M | 1.54% | −438−5.7% | Reduced |
| Argent Advisors, Inc. | 7,255 | $2.42M | 0.96% | −810−10.0% | Reduced |
| Cornercap Investment Counsel Inc | 7,270 | $2.42M | 0.39% | −110−1.5% | Reduced |
| Insigneo Advisory Services, LLC | 7,677 | $2.43M | 0.27% | −34−0.4% | Reduced |
| Pinnacle Wealth Management, LLC | 7,311 | $2.44M | 3.05% | +1,502+25.9% | Added |
| Compton Wealth Advisory Group, LLC | 7,332 | $2.44M | 0.65% | +639+9.5% | Added |
| Orleans Capital Management Corp | 7,368 | $2.45M | 1.56% | +5+0.1% | Added |
| Boston Private Wealth LLC | 7,368 | $2.45M | 0.06% | −1,507−17.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,406 | $2.47M | 0.04% | +2,258+43.9% | Added |
| Y.D. More Investments Ltd | 7,444 | $2.48M | 0.25% | −720−8.8% | Reduced |
| Transform Wealth, LLC | 7,446 | $2.48M | 0.19% | −295−3.8% | Reduced |
| IFP Advisors, Inc | 7,480 | $2.49M | 0.10% | +3,479+87.0% | Added |
| ClariVest Asset Management LLC | 7,518 | $2.50M | 0.26% | −73−1.0% | Reduced |
| Umpqua Bank | 7,525 | $2.51M | 0.97% | +79+1.1% | Added |
| D. Scott Neal, Inc. | 7,549 | $2.51M | 1.40% | 00.0% | Unchanged |
| United Community Bank | 7,562 | $2.52M | 1.02% | −510−6.3% | Reduced |
| Exchange Bank | 7,578 | $2.52M | 2.15% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,595 | $2.53M | 0.23% | +568+8.1% | Added |
| Two Sigma Advisers, LP | 7,600 | $2.53M | 0.01% | +7,000+1,166.7% | Added |
| Ashton Thomas Private Wealth, LLC | 7,616 | $2.54M | 0.14% | −459−5.7% | Reduced |
| JBR Co Financial Management Inc | 7,622 | $2.54M | 1.78% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,624 | $2.54M | 0.37% | +52+0.7% | Added |
| Valley Brook Capital Group | 7,625 | $2.54M | 1.98% | +20+0.3% | Added |
| Modern Wealth Management, LLC | 7,723 | $2.57M | 0.19% | +203+2.7% | Added |
| Capital Asset Advisory Services LLC | 7,900 | $2.58M | 0.14% | −296−3.6% | Reduced |
| Investors Asset Management of Georgia Inc | 7,762 | $2.59M | 1.26% | 00.0% | Unchanged |
| Field & Main Bank | 7,783 | $2.59M | 0.97% | +37+0.5% | Added |
| Gifford Fong Associates | 7,800 | $2.60M | 0.69% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7,847 | $2.61M | 0.55% | −923−10.5% | Reduced |
| Ignite Planners, LLC | 8,002 | $2.63M | 0.64% | −174−2.1% | Reduced |
| MidWestOne Financial Group, Inc. | 7,919 | $2.64M | 0.48% | −39−0.5% | Reduced |
| Fruth Investment Management | 7,923 | $2.64M | 0.72% | −110−1.4% | Reduced |
| Secured Retirement Advisors, LLC | 7,943 | $2.65M | 2.06% | +595+8.1% | Added |
| Tradewinds, LLC. | 7,949 | $2.65M | 0.81% | +7,949 | New |
| Private Trust Co NA | 7,955 | $2.65M | 0.29% | −2,740−25.6% | Reduced |