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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 479 | $159.6K | 0.04% | +400+506.3% | Added |
| Eagle Bay Advisors LLC | 484 | $161.1K | 0.10% | −239−33.1% | Reduced |
| Riverview Trust Co | 485 | $161.6K | 0.15% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 493 | $164.0K | 0.02% | +175+55.0% | Added |
| Dakota Community Bank & Trust NA | 493 | $164.2K | 0.88% | −20−3.9% | Reduced |
| M&R Capital Management Inc | 500 | $166.6K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 500 | $166.6K | 0.08% | 00.0% | Unchanged |
| First Personal Financial Services | 508 | $169.2K | 0.04% | −25−4.7% | Reduced |
| Frazier Financial Advisors, LLC | 509 | $169.6K | 0.13% | +14+2.8% | Added |
| Strengthening Families & Communities, LLC | 520 | $173.0K | 0.05% | +520 | New |
| TSFG, LLC | 529 | $176.0K | 0.04% | −38−6.7% | Reduced |
| Coppell Advisory Solutions LLC | 529 | $176.1K | 0.03% | +529 | New |
| Main Street Group, LTD | 546 | $179.4K | 0.07% | −59−9.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 548 | $182.6K | 0.07% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 551 | $183.5K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 555 | $184.9K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 557 | $185.5K | 0.16% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 583 | $194.2K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 586 | $195.2K | 0.17% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 595 | $198.2K | 0.11% | −394−39.8% | Reduced |
| Amplius Wealth Advisors, LLC | 601 | $200.2K | 0.02% | +38+6.7% | Added |
| FSM Wealth Advisors, LLC | 602 | $200.5K | 0.07% | +17+2.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 603 | $200.9K | 0.06% | +603 | New |
| EPG Wealth Management LLC | 0 | $201.0K | 0.05% | −728−100.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 604 | $201.4K | 0.01% | +604 | New |
| Hilltop Partners LLC | 605 | $201.6K | 0.07% | 00.0% | Unchanged |
| Unison Asset Management LLC | 606 | $201.9K | 0.10% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 606 | $202.0K | 0.04% | −1,600−72.5% | Reduced |
| Altus Wealth Group LLC | 607 | $202.2K | 0.10% | +607 | New |
| Collective Family Office LLC | 611 | $203.5K | 0.06% | −229−27.3% | Reduced |
| Capital Counsel LLC | 611 | $203.5K | 0.01% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 612 | $203.9K | 0.12% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 612 | $203.9K | 0.02% | −443−42.0% | Reduced |
| Sage Investment Advisers LLC | 615 | $204.7K | 0.23% | +2+0.3% | Added |
| Red Wave Investments LLC | 616 | $205.3K | 0.08% | +2+0.3% | Added |
| Bourne Lent Asset Management Inc | 618 | $205.9K | 0.08% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 630 | $206.0K | 0.00% | 00.0% | Unchanged |
| Doheny Asset Management | 621 | $207.0K | 0.15% | +65+11.7% | Added |
| HBW Advisory Services LLC | 621 | $207.0K | 0.03% | −263−29.8% | Reduced |
| Destination Wealth Management | 622 | $207.3K | 0.01% | −41−6.2% | Reduced |
| Buffington Mohr McNeal | 625 | $208.2K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 630 | $209.9K | 0.16% | −12−1.9% | Reduced |
| Gries Financial LLC | 630 | $209.9K | 0.04% | −1,608−71.8% | Reduced |
| Peddock Capital Advisors, LLC | 630 | $209.9K | 0.05% | −125−16.6% | Reduced |
| Bush Investment Group, LLC | 630 | $209.9K | 0.18% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 631 | $210.1K | 0.03% | +71+12.7% | Added |
| Chemistry Wealth Management LLC | 635 | $211.5K | 0.05% | +635 | New |
| Planning Directions Inc | 637 | $212.2K | 0.14% | +2+0.3% | Added |
| ORBA Wealth Advisors, L.L.C. | 638 | $212.5K | 0.11% | +10+1.6% | Added |
| Talisman Wealth Advisors LLC | 638 | $212.6K | 0.25% | +61+10.6% | Added |
| Semus Wealth Partners LLC | 639 | $212.8K | 0.16% | +12+1.9% | Added |
| Clay Northam Wealth Management, LLC | 639 | $212.9K | 0.16% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 639 | $213.0K | 0.09% | −40−5.9% | Reduced |
| Kolinsky Wealth Management, LLC | 640 | $213.2K | 0.15% | +79+14.1% | Added |
| Facet Wealth, Inc. | 624 | $213.2K | 0.01% | +33+5.6% | Added |
| AJOVista, LLC | 641 | $213.5K | 0.62% | 00.0% | Unchanged |
| JSF Financial, LLC | 641 | $213.7K | 0.07% | −18−2.7% | Reduced |
| Steele Capital Management, Inc. | 643 | $214.3K | 0.01% | +6+0.9% | Added |
| Foguth Wealth Management, LLC. | 645 | $214.7K | 0.09% | +93+16.8% | Added |
| Arbor Investment Advisors, LLC | 645 | $214.8K | 0.03% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 647 | $215.5K | 0.43% | −753−53.8% | Reduced |
| RW Investment Management LLC | 648 | $215.8K | 0.03% | −6−0.9% | Reduced |
| GEM Asset Management, LLC | 648 | $215.9K | 0.13% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 649 | $216.2K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 649 | $216.2K | 0.02% | +60+10.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 650 | $216.5K | 0.19% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 650 | $216.5K | 0.11% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 650 | $216.6K | 0.14% | +650 | New |
| Glass Jacobson Investment Advisors llc | 651 | $216.8K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 652 | $217.2K | 0.03% | +652 | New |
| Delta Financial Advisors LLC | 653 | $217.5K | 0.08% | 00.0% | Unchanged |
| OMC Financial Services LTD | 655 | $218.0K | 0.10% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 654 | $218.0K | 0.03% | +24+3.8% | Added |
| Phillips Wealth Planners LLC | 666 | $218.8K | 0.23% | +60+9.9% | Added |
| Dechtman Wealth Management, LLC | 657 | $218.8K | 0.05% | +2+0.3% | Added |
| Aldebaran Financial Inc. | 657 | $218.8K | 0.30% | +82+14.3% | Added |
| Coordinated Financial Services, Inc. | 657 | $219.0K | 0.19% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 658 | $219.2K | 0.01% | +10+1.5% | Added |
| Towerpoint Wealth, LLC | 658 | $219.2K | 0.11% | +50+8.2% | Added |
| Planned Solutions, Inc. | 659 | $219.5K | 0.11% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 660 | $219.8K | 0.35% | −21,164−97.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 660 | $219.8K | 0.02% | 00.0% | Unchanged |
| Vigilare Wealth Management | 661 | $220.2K | 0.10% | +11+1.7% | Added |
| Red Mountain Financial, LLC | 661 | $220.3K | 0.27% | +661 | New |
| Aveo Capital Partners, LLC | 664 | $221.2K | 0.03% | −193−22.5% | Reduced |
| LongView Wealth Management | 664 | $221.2K | 0.08% | −71−9.7% | Reduced |
| MKT Advisors LLC | 681 | $221.9K | 0.11% | +1+0.1% | Added |
| First Business Financial Services, Inc. | 667 | $222.2K | 0.02% | +4+0.6% | Added |
| St. Louis Trust Co | 668 | $222.5K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 669 | $222.7K | 0.06% | +189+39.4% | Added |
| Integral Investment Advisors, Inc. | 680 | $222.7K | 0.08% | +4+0.6% | Added |
| McAdam, LLC | 670 | $223.2K | 0.01% | +37+5.8% | Added |
| Opinicus Capital, Inc. | 671 | $223.6K | 0.19% | −10−1.5% | Reduced |
| First Hawaiian Bank | 672 | $223.8K | 0.01% | −392−36.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 672 | $224.1K | 0.21% | +1+0.1% | Added |
| Valtinson Bruner Financial Planning LLC | 677 | $225.4K | 0.09% | +9+1.3% | Added |
| Pacific Center for Financial Services | 678 | $225.7K | 0.06% | +3+0.4% | Added |
| Prudent Man Advisors, LLC | 0 | $226.3K | 0.08% | 0 | Unchanged |
| Revolve Wealth Partners, LLC | 680 | $226.6K | 0.04% | +2+0.3% | Added |
| Swisher Financial Concepts, Inc. | 693 | $227.0K | 0.23% | 00.0% | Unchanged |