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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 7,964 | $2.65M | 0.83% | −99−1.2% | Reduced |
| Parallel Advisors, LLC | 7,992 | $2.66M | 0.07% | −205−2.5% | Reduced |
| Lifeworks Advisors, LLC | 7,998 | $2.66M | 0.74% | +1,245+18.4% | Added |
| Cohen Klingenstein LLC | 8,000 | $2.66M | 0.10% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 8,009 | $2.67M | 0.07% | −20−0.2% | Reduced |
| Berkshire Bank | 8,015 | $2.67M | 0.67% | −377−4.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,017 | $2.67M | 1.55% | −330−4.0% | Reduced |
| FLC Capital Advisors | 8,032 | $2.68M | 0.66% | −20−0.2% | Reduced |
| V-Square Quantitative Management LLC | 8,034 | $2.68M | 0.43% | −430−5.1% | Reduced |
| Fidelis Capital Partners, LLC | 8,228 | $2.68M | 0.38% | +1,997+32.0% | Added |
| MB, Levis & Associates, LLC | 8,050 | $2.68M | 1.41% | −37−0.5% | Reduced |
| Oxbow Advisors, LLC | 8,065 | $2.69M | 0.32% | +102+1.3% | Added |
| Old Port Advisors | 8,093 | $2.70M | 0.81% | −57−0.7% | Reduced |
| Qtron Investments LLC | 8,135 | $2.71M | 0.39% | −818−9.1% | Reduced |
| Zhang Financial LLC | 8,195 | $2.73M | 0.19% | +176+2.2% | Added |
| Westpac Banking Corp | 8,203 | $2.73M | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,205 | $2.73M | 0.13% | +8,205 | New |
| Boltwood Capital Management | 8,256 | $2.75M | 0.86% | −23−0.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 8,300 | $2.76M | 0.11% | −62,488−88.3% | Reduced |
| Choate Investment Advisors | 8,319 | $2.77M | 0.07% | −401−4.6% | Reduced |
| Core Wealth Advisors, Inc. | 8,327 | $2.77M | 0.95% | −474−5.4% | Reduced |
| Becker Capital Management Inc | 8,384 | $2.79M | 0.10% | −228−2.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 8,400 | $2.80M | 1.19% | +8,400 | New |
| Cornell Pochily Investment Advisors, Inc. | 8,410 | $2.80M | 1.07% | −117−1.4% | Reduced |
| Chapin Davis, Inc. | 8,413 | $2.80M | 0.96% | +158+1.9% | Added |
| Loudon Investment Management, LLC | 8,418 | $2.80M | 1.65% | 00.0% | Unchanged |
| G&S Capital LLC | 8,114 | $2.81M | 1.22% | +3,329+69.6% | Added |
| Rothschild Investment LLC | 8,472 | $2.82M | 0.20% | −180−2.1% | Reduced |
| Park National Corp | 8,522 | $2.84M | 0.10% | −164−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 8,533 | $2.84M | 0.18% | −141−1.6% | Reduced |
| First Horizon Advisors, Inc. | 8,564 | $2.85M | 0.09% | +1,126+15.1% | Added |
| AlTi Global, Inc. | 8,566 | $2.85M | 0.08% | −2,598−23.3% | Reduced |
| Daymark Wealth Partners, LLC | 128,254 | $2.87M | 0.13% | +913+0.7% | Added |
| Abn Amro Investment Solutions | 8,621 | $2.87M | 0.05% | +6,305+272.2% | Added |
| Smith, Salley & Associates | 8,676 | $2.89M | 0.21% | +399+4.8% | Added |
| Neo Ivy Capital Management | 8,684 | $2.89M | 0.57% | +8,684 | New |
| Cullen Investment Group, Ltd. | 8,685 | $2.89M | 0.46% | −268−3.0% | Reduced |
| Ti-Trust, Inc | 8,692 | $2.90M | 2.23% | −405−4.5% | Reduced |
| Family Management Corp | 8,702 | $2.90M | 0.51% | +713+8.9% | Added |
| Convergence Investment Partners, LLC | 8,711 | $2.90M | 0.85% | +1,575+22.1% | Added |
| Hanson & Doremus Investment Management | 8,725 | $2.91M | 0.49% | −65−0.7% | Reduced |
| Concord Wealth Partners | 8,774 | $2.92M | 0.52% | +472+5.7% | Added |
| Jaffetilchin Investment Partners, LLC | 8,833 | $2.94M | 0.25% | +227+2.6% | Added |
| Bryn Mawr Trust Co | 8,835 | $2.94M | 0.11% | −24−0.3% | Reduced |
| Gould Capital, LLC | 8,835 | $2.94M | 2.08% | −1,732−16.4% | Reduced |
| Adirondack Trust Co | 8,838 | $2.94M | 1.20% | −26−0.3% | Reduced |
| Change Path, LLC | 8,867 | $2.95M | 0.15% | −14−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,872 | $2.96M | 0.20% | −18−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,896 | $2.96M | 0.06% | +11+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 8,905 | $2.97M | 0.29% | +970+12.2% | Added |
| J.W. Cole Advisors, Inc. | 8,912 | $2.97M | 0.14% | −20−0.2% | Reduced |
| DRW Securities, LLC | 8,959 | $2.98M | 0.18% | +7,652+585.5% | Added |
| South Dakota Investment Council | 8,964 | $2.99M | 0.06% | −10−0.1% | Reduced |
| We Are One Seven, LLC | 8,995 | $3.00M | 0.14% | −674−7.0% | Reduced |
| Occudo Quantitative Strategies LP | 9,014 | $3.00M | 0.53% | +8,021+807.8% | Added |
| L2 Asset Management, LLC | 9,078 | $3.02M | 0.91% | +1,488+19.6% | Added |
| Gladstone Institutional Advisory LLC | 9,078 | $3.02M | 0.16% | −517−5.4% | Reduced |
| River Street Advisors LLC | 9,087 | $3.03M | 1.88% | +120+1.3% | Added |
| Aire Advisors, LLC | 9,111 | $3.03M | 0.69% | −230−2.5% | Reduced |
| HBK Sorce Advisory LLC | 9,168 | $3.05M | 0.11% | −580−5.9% | Reduced |
| AMG National Trust Bank | 9,212 | $3.07M | 0.08% | +2,254+32.4% | Added |
| Seizert Capital Partners, LLC | 9,214 | $3.07M | 0.15% | −253−2.7% | Reduced |
| Hennessy Advisors Inc | 9,300 | $3.10M | 0.12% | −100−1.1% | Reduced |
| Graphene Investments SAS | 9,300 | $3.10M | 1.95% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 9,308 | $3.10M | 0.45% | +45+0.5% | Added |
| BNC Wealth Management, LLC | 9,319 | $3.10M | 1.15% | +1,958+26.6% | Added |
| Global Trust Asset Management, LLC | 9,329 | $3.11M | 1.25% | −84−0.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,343 | $3.11M | 0.20% | −98−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 9,350 | $3.11M | 0.66% | +1,060+12.8% | Added |
| Buckley Wealth Management, LLC | 9,352 | $3.12M | 0.99% | +5+0.1% | Added |
| RB Capital Management, LLC | 9,414 | $3.14M | 0.80% | −63−0.7% | Reduced |
| Nilsine Partners, LLC | 9,431 | $3.14M | 0.42% | +502+5.6% | Added |
| Brendel Financial Advisors LLC | 9,444 | $3.15M | 2.00% | +9,444 | New |
| Palisade Asset Management, LLC | 9,447 | $3.15M | 0.33% | −25−0.3% | Reduced |
| Acadian Asset Management LLC | 9,483 | $3.16M | 0.01% | +446+4.9% | Added |
| Ibex Wealth Advisors | 9,495 | $3.16M | 0.49% | +1,535+19.3% | Added |
| Cambridge Advisors Inc. | 9,525 | $3.17M | 0.74% | −21−0.2% | Reduced |
| First National Bank & Trust Co of Newtown | 9,526 | $3.17M | 0.64% | +100+1.1% | Added |
| Pinnacle Holdings, LLC | 9,531 | $3.17M | 1.29% | −145−1.5% | Reduced |
| Mirabella Financial Services LLP | 9,537 | $3.18M | 0.23% | +9,537 | New |
| Hoylecohen, LLC | 9,544 | $3.18M | 0.24% | −80−0.8% | Reduced |
| Wellington Shields & Co., LLC | 9,608 | $3.20M | 1.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9,612 | $3.20M | 0.98% | −714−6.9% | Reduced |
| LMG Wealth Partners, LLC | 9,628 | $3.21M | 0.80% | +233+2.5% | Added |
| SeaCrest Wealth Management, LLC | 9,634 | $3.21M | 0.37% | −534−5.3% | Reduced |
| Alberta Investment Management Corp | 9,700 | $3.23M | 0.03% | −4,500−31.7% | Reduced |
| Citizens Financial Group Inc | 9,721 | $3.24M | 0.07% | +3,251+50.2% | Added |
| Mill Capital Management, LLC | 9,737 | $3.24M | 0.27% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,756 | $3.25M | 0.13% | +388+4.1% | Added |
| Sound View Wealth Advisors Group, LLC | 9,758 | $3.25M | 0.34% | +280+3.0% | Added |
| Finer Wealth Management, Inc. | 9,789 | $3.26M | 2.10% | −381−3.7% | Reduced |
| Truvestments Capital LLC | 9,821 | $3.27M | 1.30% | +106+1.1% | Added |
| NorthRock Partners, LLC | 9,848 | $3.28M | 0.12% | +293+3.1% | Added |
| Cumberland Advisors Inc | 9,850 | $3.28M | 1.34% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 9,859 | $3.28M | 0.66% | −400−3.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,866 | $3.29M | 0.47% | +6,363+181.6% | Added |
| Argent Trust Co | 9,880 | $3.29M | 0.14% | +126+1.3% | Added |
| 1st Source Bank | 9,947 | $3.31M | 0.19% | −65−0.6% | Reduced |
| Hudock, Inc. | 9,947 | $3.31M | 0.62% | +176+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 10,026 | $3.34M | 0.05% | −1,841−15.5% | Reduced |