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
- 2,713
- +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 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 159 | $53.0K | 0.01% | −6−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 159 | $53.0K | 0.00% | +4+2.6% | Added |
| Virtus Investment Advisers, Inc. | 160 | $53.3K | 0.05% | −83−34.2% | Reduced |
| Atlas Capital Advisors LLC | 162 | $54.0K | 0.01% | −169−51.1% | Reduced |
| HWG Holdings LP | 163 | $54.1K | 0.02% | +163 | New |
| Global Wealth Strategies & Associates | 164 | $54.6K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 164 | $54.7K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 165 | $54.8K | 0.01% | −18−9.8% | Reduced |
| Rakuten Securities, Inc. | 167 | $55.6K | 0.02% | −110−39.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 170 | $56.5K | 0.02% | +1+0.6% | Added |
| HBC Financial Services, PLLC | 168 | $57.0K | 0.04% | +1+0.6% | Added |
| VitalStone Financial, LLC | 183 | $60.8K | 0.04% | +1+0.5% | Added |
| New England Capital Financial Advisors LLC | 189 | $62.9K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 191 | $63.6K | 0.05% | +4+2.1% | Added |
| America First Investment Advisors, LLC | 192 | $64.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 195 | $65.0K | 0.01% | +16+8.9% | Added |
| A.P. Gilfoyle & Co., L.P. | 200 | $65.6K | 2.86% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 200 | $66.6K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 200 | $66.6K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $66.6K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $66.6K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $66.6K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $66.6K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 200 | $66.6K | 0.00% | +200 | New |
| Sachetta, LLC | 199 | $68.1K | 0.03% | +36+22.1% | Added |
| Tacita Capital Inc | 209 | $69.6K | 0.05% | +34+19.4% | Added |
| Atlantic Private Wealth, LLC | 211 | $70.4K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $71.0K | 0.02% | −18−7.4% | Reduced |
| Abich Financial Wealth Management LLC | 215 | $71.5K | 0.05% | +38+21.5% | Added |
| Canton Hathaway, LLC | 217 | $72.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 219 | $73.1K | 0.05% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 220 | $73.3K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 223 | $74.3K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 226 | $75.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 224 | $75.0K | 0.00% | +35+18.5% | Added |
| Creative Capital Management Investments LLC | 228 | $75.9K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 232 | $77.0K | 0.07% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 231 | $77.0K | 0.03% | −51−18.1% | Reduced |
| Kings Path Partners LLC | 237 | $78.9K | 0.04% | +237 | New |
| West Paces Advisors Inc. | 244 | $81.3K | 0.02% | −5−2.0% | Reduced |
| Clean Yield Group | 245 | $81.6K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 246 | $81.9K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 250 | $83.3K | 0.03% | −46−15.5% | Reduced |
| St. Johns Investment Management Company, LLC | 250 | $83.3K | 0.04% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 250 | $83.7K | 0.05% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 258 | $85.9K | 0.02% | +13+5.3% | Added |
| Hobbs Group Advisors, LLC | 259 | $86.3K | 0.03% | +259 | New |
| Horizons Wealth Management | 250 | $86.7K | 0.07% | +39+18.5% | Added |
| Centennial Bank | 261 | $86.9K | 0.04% | +130+99.2% | Added |
| Bay Harbor Wealth Management, LLC | 262 | $87.3K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 270 | $89.9K | 0.01% | −830−75.5% | Reduced |
| BFSG, LLC | 275 | $91.6K | 0.01% | −401−59.3% | Reduced |
| Pathway Financial Advisers, LLC | 283 | $93.6K | 0.03% | +3+1.1% | Added |
| Avion Wealth | 283 | $94.0K | 0.03% | +9+3.3% | Added |
| SWS Partners | 294 | $98.0K | 0.03% | +294 | New |
| JJJ Advisors Inc. | 302 | $100.6K | 0.02% | −32−9.6% | Reduced |
| Morton Brown Family Wealth, LLC | 290 | $103.2K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 316 | $105.3K | 0.03% | +9+2.9% | Added |
| Carolinas Wealth Consulting LLC | 322 | $106.9K | 0.02% | −1−0.3% | Reduced |
| Coston, McIsaac & Partners | 331 | $110.0K | 0.03% | +21+6.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 334 | $111.4K | 0.03% | −5−1.5% | Reduced |
| Centerpoint Advisors, LLC | 340 | $113.0K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 329 | $113.7K | 0.04% | +329 | New |
| Bear Mountain Capital, Inc. | 345 | $115.8K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 348 | $115.9K | 0.03% | +310+815.8% | Added |
| Center for Financial Planning, Inc. | 350 | $116.6K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 352 | $117.3K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 355 | $118.2K | 0.02% | −48−11.9% | Reduced |
| Delos Wealth Advisors, LLC | 356 | $118.6K | 0.11% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 359 | $119.6K | 0.08% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 359 | $119.6K | 0.08% | +220+158.3% | Added |
| First Pacific Financial | 364 | $121.2K | 0.03% | +212+139.5% | Added |
| Bell Investment Advisors, Inc | 368 | $122.6K | 0.02% | −6−1.6% | Reduced |
| Bruce G. Allen Investments, LLC | 372 | $123.9K | 0.10% | +12+3.3% | Added |
| Covestor Ltd | 370 | $124.0K | 0.08% | −34−8.4% | Reduced |
| Motco | 382 | $127.2K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 386 | $128.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 391 | $130.2K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 395 | $131.6K | 0.05% | +22+5.9% | Added |
| Birchbrook, Inc. | 400 | $133.2K | 0.08% | 00.0% | Unchanged |
| Financial Freedom, LLC | 415 | $138.1K | 0.08% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 420 | $139.9K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 420 | $139.9K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 427 | $142.4K | 0.04% | +3+0.7% | Added |
| Bank of New Hampshire | 428 | $142.6K | 0.04% | 00.0% | Unchanged |
| Ossiam | 428 | $142.6K | 0.00% | +428 | New |
| Financial Management Professionals, Inc. | 428 | $143.0K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 431 | $143.7K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 433 | $144.0K | 0.08% | 00.0% | Unchanged |
| Optiver Holding B.V. | 434 | $144.6K | 0.00% | −222−33.8% | Reduced |
| Caption Management, LLC | 440 | $146.6K | 0.02% | +440 | New |
| Cape Investment Advisory, Inc. | 443 | $147.6K | 0.07% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 445 | $148.2K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 448 | $149.2K | 0.09% | 00.0% | Unchanged |
| West Branch Capital LLC | 450 | $149.9K | 0.06% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 457 | $150.0K | 0.00% | −738−61.8% | Reduced |
| Front Row Advisors LLC | 451 | $150.2K | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 462 | $153.9K | 0.07% | +462 | New |
| BOK Financial Private Wealth, Inc. | 468 | $155.9K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 468 | $155.9K | 0.10% | 00.0% | Unchanged |