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 |
|---|---|---|---|---|---|
| KWB Wealth | 620 | $227.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 682 | $227.2K | 0.05% | −34−4.7% | Reduced |
| Pioneer Trust Bank N A | 683 | $227.5K | 0.06% | +683 | New |
| Granite FO LLC | 685 | $228.2K | 0.15% | 00.0% | Unchanged |
| Balentine LLC | 686 | $228.5K | 0.01% | −5,713−89.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 687 | $228.8K | 0.15% | +27+4.1% | Added |
| Invst, LLC | 696 | $229.0K | 0.03% | +696 | New |
| Marotta Asset Management | 697 | $229.4K | 0.05% | +697 | New |
| Certified Advisory Corp | 689 | $229.5K | 0.03% | −200−22.5% | Reduced |
| Claret Asset Management Corp | 691 | $230.0K | 0.04% | +39+6.0% | Added |
| James J. Burns & Company, LLC | 690 | $230.0K | 0.05% | +690 | New |
| Bright Financial Advisors, Inc. | 692 | $230.4K | 0.16% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 692 | $230.7K | 0.04% | +692 | New |
| Chatham Capital Group, Inc. | 696 | $231.8K | 0.04% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 696 | $231.8K | 0.02% | +696 | New |
| Trilogy Capital Inc. | 698 | $232.4K | 0.01% | +698 | New |
| Keebeck Wealth Management, LLC | 698 | $232.5K | 0.03% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 700 | $233.2K | 0.09% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 700 | $233.2K | 0.04% | 00.0% | Unchanged |
| Fractal Investments LLC | 700 | $233.2K | 0.04% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 700 | $233.2K | 0.16% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 700 | $233.2K | 0.03% | +700 | New |
| Global Financial Private Client, LLC | 701 | $233.5K | 0.10% | 00.0% | Unchanged |
| Lynch & Associates | 702 | $233.8K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 703 | $234.2K | 0.01% | −426−37.7% | Reduced |
| Jarislowsky, Fraser Ltd | 705 | $234.8K | 0.00% | −367−34.2% | Reduced |
| Orgel Wealth Management, LLC | 706 | $235.2K | 0.01% | 00.0% | Unchanged |
| Geneva Partners, LLC | 706 | $235.3K | 0.10% | −14,291−95.3% | Reduced |
| Legacy Financial Group LLC | 707 | $235.5K | 0.05% | 00.0% | Unchanged |
| Bank of Stockton | 708 | $235.8K | 0.07% | +708 | New |
| Core Wealth Partners LLC | 709 | $236.2K | 0.16% | +100+16.4% | Added |
| Drake & Associates, LLC | 710 | $236.5K | 0.08% | −180−20.2% | Reduced |
| Brass Tax Wealth Management, Inc | 710 | $236.5K | 0.05% | +710 | New |
| Dover Advisors, LLC | 712 | $237.2K | 0.15% | +15+2.2% | Added |
| McLean Asset Management Corp | 723 | $237.4K | 0.08% | +25+3.6% | Added |
| Roberts Glore & Co Inc | 714 | $237.8K | 0.07% | 00.0% | Unchanged |
| Kendall Capital Management | 714 | $237.8K | 0.08% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 715 | $238.0K | 0.17% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 715 | $238.0K | 0.07% | +118+19.8% | Added |
| State of Wyoming | 716 | $238.5K | 0.04% | −42−5.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 721 | $240.3K | 0.19% | −1−0.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 723 | $240.7K | 0.15% | −4−0.6% | Reduced |
| Trust Co of Kansas | 725 | $241.0K | 0.13% | +24+3.4% | Added |
| Key Client Fiduciary Advisors, LLC | 724 | $241.1K | 0.12% | +37+5.4% | Added |
| First International Bank & Trust | 725 | $241.5K | 0.08% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 725 | $241.5K | 0.04% | +72+11.0% | Added |
| Ethos Financial Group, LLC | 727 | $242.0K | 0.04% | −8−1.1% | Reduced |
| Principal Street Partners, LLC | 727 | $242.2K | 0.04% | −8−1.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 727 | $242.2K | 0.06% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 738 | $242.9K | 0.05% | +738 | New |
| Websterrogers Financial Advisors, LLC | 730 | $243.2K | 0.09% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 730 | $243.2K | 0.03% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 733 | $244.2K | 0.16% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 680 | $245.2K | 0.05% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 739 | $246.0K | 0.13% | +739 | New |
| Sterling Investment Counsel, LLC | 739 | $246.2K | 0.10% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 740 | $246.5K | 0.13% | +6+0.8% | Added |
| Financial Enhancement Group LLC | 746 | $247.3K | 0.04% | +21+2.9% | Added |
| Financial Engines Advisors L.L.C. | 743 | $247.5K | 0.00% | −22−2.9% | Reduced |
| HF Advisory Group, LLC | 743 | $247.5K | 0.13% | −7−0.9% | Reduced |
| Leibman Financial Services, Inc. | 744 | $247.8K | 0.18% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 746 | $248.0K | 0.06% | −186−20.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 745 | $248.2K | 0.05% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 745 | $248.2K | 0.14% | +745 | New |
| Alerus Financial NA | 746 | $248.5K | 0.02% | 00.0% | Unchanged |
| Ewa, LLC | 722 | $248.5K | 0.10% | −65−8.3% | Reduced |
| Morton Community Bank | 747 | $248.8K | 0.07% | −850−53.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 747 | $248.8K | 0.09% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 749 | $249.5K | 0.08% | −45−5.7% | Reduced |
| Westside Investment Management, Inc. | 749 | $249.6K | 0.06% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 750 | $249.8K | 0.05% | −250−25.0% | Reduced |
| Pingora Partners LLC | 750 | $249.8K | 0.18% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 750 | $249.8K | 0.17% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 751 | $250.3K | 0.03% | −98−11.5% | Reduced |
| Arcus Capital Partners, LLC | 752 | $250.3K | 0.10% | +2+0.3% | Added |
| General Partner, Inc. | 752 | $250.5K | 0.16% | 00.0% | Unchanged |
| Barton Investment Management | 753 | $250.8K | 0.03% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 755 | $251.5K | 0.10% | +755 | New |
| Apella Capital, LLC | 771 | $251.5K | 0.01% | +166+27.4% | Added |
| Pegasus Partners Ltd. | 756 | $251.8K | 0.03% | +202+36.5% | Added |
| Kingfisher Capital LLC | 756 | $252.0K | 0.06% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 759 | $252.7K | 0.20% | −483−38.9% | Reduced |
| Broadleaf Partners, LLC | 760 | $253.2K | 0.06% | 00.0% | Unchanged |
| Sabal Trust CO | 760 | $253.2K | 0.02% | +8+1.1% | Added |
| Holistic Financial Partners | 761 | $253.5K | 0.13% | −19−2.4% | Reduced |
| Fort, L.P. | 762 | $253.8K | 0.65% | +195+34.4% | Added |
| Parisi Gray Wealth Management | 771 | $256.7K | 0.09% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 772 | $257.2K | 0.06% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 773 | $257.5K | 0.04% | +773 | New |
| Jag Capital Management, LLC | 774 | $257.9K | 0.04% | +2+0.3% | Added |
| Koss-Olinger Consulting, LLC | 778 | $259.0K | 0.02% | +778 | New |
| Lokken Investment Group LLC | 779 | $259.3K | 0.12% | +142+22.3% | Added |
| Mirador Capital Partners LP | 779 | $259.3K | 0.05% | −99−11.3% | Reduced |
| Avalon Trust Co | 780 | $259.8K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 784 | $261.0K | 0.01% | +117+17.5% | Added |
| McDonald Partners LLC | 783 | $261.1K | 0.07% | −2−0.3% | Reduced |
| Southland Equity Partners LLC | 786 | $261.7K | 0.07% | +2+0.3% | Added |
| Disciplined Investments, LLC | 788 | $262.5K | 0.14% | +9+1.2% | Added |
| First PREMIER Bank | 790 | $263.0K | 0.07% | −5−0.6% | Reduced |
| Bouchey Financial Group Ltd | 791 | $263.0K | 0.02% | 00.0% | Unchanged |