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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 793 | $264.1K | 0.05% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 797 | $265.5K | 0.17% | +797 | New |
| Symphony Financial Services, Inc. | 316 | $265.5K | 0.23% | +316 | New |
| Pekin Hardy Strauss, Inc. | 799 | $266.1K | 0.04% | +1+0.1% | Added |
| Axim Planning & Wealth | 800 | $266.5K | 0.32% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 801 | $267.0K | 0.12% | 00.0% | Unchanged |
| SMART Wealth LLC | 806 | $268.5K | 0.11% | +64+8.6% | Added |
| Ifrah Financial Services, Inc. | 809 | $269.4K | 0.08% | −77−8.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 809 | $269.5K | 0.03% | +9+1.1% | Added |
| CAP Partners, LLC | 810 | $269.8K | 0.22% | −3−0.4% | Reduced |
| Sageworth Trust Co | 814 | $271.1K | 0.02% | +104+14.6% | Added |
| Sand Hill Global Advisors, LLC | 816 | $271.8K | 0.01% | +165+25.3% | Added |
| Sym Financial Corp | 818 | $272.5K | 0.04% | −11−1.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 819 | $272.9K | 0.08% | −70−7.9% | Reduced |
| Orion Capital Management LLC | 820 | $273.1K | 0.14% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 821 | $273.5K | 0.04% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 823 | $274.0K | 0.06% | −74−8.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 823 | $274.2K | 0.16% | −125−13.2% | Reduced |
| Rebalance, LLC | 825 | $274.8K | 0.02% | 00.0% | Unchanged |
| United Advisor Group, LLC | 825 | $274.8K | 0.09% | +825 | New |
| Spring Capital Management, LLC | 1,120 | $275.6K | 0.22% | 00.0% | Unchanged |
| Weil Company, Inc. | 830 | $276.5K | 0.10% | −619−42.7% | Reduced |
| Ballew Advisors, Inc | 805 | $278.3K | 0.18% | +1+0.1% | Added |
| Fragasso Group Inc. | 836 | $278.4K | 0.02% | +95+12.8% | Added |
| Cook Wealth Management Group LLC | 809 | $278.5K | 0.15% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 837 | $278.8K | 0.22% | +2+0.2% | Added |
| Luts & Greenleigh Group, Inc | 839 | $279.3K | 0.29% | +839 | New |
| Zions Bancorporation, N.A. | 839 | $279.5K | 0.02% | −216−20.5% | Reduced |
| Middleton & Co Inc | 840 | $279.8K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 840 | $279.8K | 0.03% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 840 | $279.9K | 0.14% | +13+1.6% | Added |
| One Charles Private Wealth Services, LLC | 841 | $280.0K | 0.12% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 841 | $280.1K | 0.11% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 841 | $280.1K | 0.07% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 842 | $280.4K | 0.24% | +1+0.1% | Added |
| Barlow Wealth Partners, Inc. | 836 | $280.9K | 0.04% | 00.0% | Unchanged |
| waypoint wealth counsel | 845 | $281.4K | 0.22% | +2+0.2% | Added |
| Jmac Enterprises LLC | 846 | $281.8K | 0.05% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 761 | $282.3K | 0.19% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 849 | $283.0K | 0.09% | +1+0.1% | Added |
| Financial Council Asset Management Inc | 850 | $283.1K | 0.16% | +280+49.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 852 | $283.9K | 0.02% | +108+14.5% | Added |
| Main Street Financial Solutions, LLC | 852 | $283.9K | 0.03% | +39+4.8% | Added |
| Crown Wealth Group, LLC | 854 | $284.5K | 0.14% | +22+2.6% | Added |
| Verum Partners LLC | 857 | $285.6K | 0.09% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 860 | $286.5K | 0.10% | −32−3.6% | Reduced |
| Baxter Bros Inc | 861 | $286.8K | 0.04% | +1+0.1% | Added |
| Holland Advisory Services, Inc. | 862 | $287.1K | 0.35% | +1+0.1% | Added |
| USA Financial Portformulas Corp | 864 | $287.8K | 0.05% | −122−12.4% | Reduced |
| Wedge Capital Management L L P | 866 | $288.5K | 0.01% | −89−9.3% | Reduced |
| American Trust | 866 | $288.5K | 0.02% | −14−1.6% | Reduced |
| Requisite Capital Management, LLC | 866 | $288.6K | 0.07% | +3+0.3% | Added |
| SRS Capital Advisors, Inc. | 868 | $289.1K | 0.03% | +189+27.8% | Added |
| D.B. Root & Company, LLC | 868 | $289.1K | 0.10% | +124+16.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 869 | $289.5K | 0.03% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 869 | $289.5K | 0.09% | +869 | New |
| D'Orazio & Associates, Inc. | 870 | $289.7K | 0.04% | +35+4.2% | Added |
| Per Stirling Capital Management, LLC. | 871 | $290.1K | 0.05% | −15−1.7% | Reduced |
| Northwest Financial Advisors | 874 | $291.2K | 0.30% | +25+2.9% | Added |
| WMG Financial Advisors, LLC | 875 | $291.5K | 0.15% | −205−19.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 876 | $291.8K | 0.02% | −100−10.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 876 | $291.8K | 0.01% | 00.0% | Unchanged |
| Adams Wealth Management | 876 | $291.8K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $291.8K | 0.07% | +876 | New |
| True Wealth Design, LLC | 877 | $292.0K | 0.07% | −22−2.4% | Reduced |
| Waterford Advisors, LLC | 877 | $292.1K | 0.12% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 878 | $292.3K | 0.05% | −6−0.7% | Reduced |
| Precision Wealth Strategies, LLC | 878 | $292.5K | 0.30% | +286+48.3% | Added |
| Mayfair Advisory Group, LLC | 872 | $292.7K | 0.20% | −83−8.7% | Reduced |
| Eclectic Associates Inc | 880 | $293.1K | 0.13% | +29+3.4% | Added |
| MJP Associates Inc | 883 | $294.2K | 0.06% | −4−0.5% | Reduced |
| Edmp, Inc. | 885 | $294.8K | 0.27% | −907−50.6% | Reduced |
| Madison Wealth Partners, Inc | 888 | $295.8K | 0.10% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 889 | $296.1K | 0.02% | −31−3.4% | Reduced |
| Verity & Verity, LLC | 890 | $296.5K | 0.03% | +890 | New |
| Keebeck Alpha, LP | 890 | $296.5K | 0.22% | +890 | New |
| CFO4Life Group, LLC | 890 | $296.6K | 0.06% | −122−12.1% | Reduced |
| WealthPlan Investment Management, LLC | 890 | $296.6K | 0.04% | −116−11.5% | Reduced |
| PCA Investment Advisory Services Inc. | 891 | $296.9K | 0.16% | +15+1.7% | Added |
| Shelton Wealth Management, LLC | 892 | $297.1K | 0.18% | −1,620−64.5% | Reduced |
| Headinvest, LLC | 896 | $298.5K | 0.06% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 897 | $298.8K | 0.02% | +6+0.7% | Added |
| Cullen Capital Management LLC | 900 | $299.8K | 0.00% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 900 | $299.8K | 0.23% | +900 | New |
| HTG Investment Advisors, Inc. | 900 | $299.9K | 0.16% | −14−1.5% | Reduced |
| American State Bank (Iowa) | 901 | $300.1K | 0.19% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 902 | $300.5K | 0.19% | +52+6.1% | Added |
| Hoey Investments, Inc | 902 | $300.5K | 0.06% | +10+1.1% | Added |
| Security National Bank of Sioux City Iowa | 904 | $301.1K | 0.22% | −100−10.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 906 | $301.9K | 0.13% | −4−0.4% | Reduced |
| Pettee Investors, Inc. | 908 | $302.5K | 0.15% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 909 | $302.8K | 0.04% | −5−0.5% | Reduced |
| Clare Market Investments LLC | 909 | $302.8K | 0.08% | +909 | New |
| SeaBridge Investment Advisors LLC | 910 | $303.1K | 0.08% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 912 | $303.7K | 0.15% | +137+17.7% | Added |
| Chase Investment Counsel Corp | 914 | $304.0K | 0.11% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 912 | $304.1K | 0.06% | −51−5.3% | Reduced |
| Verus Financial Partners, Inc. | 914 | $304.6K | 0.04% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 915 | $304.8K | 0.25% | 00.0% | Unchanged |
| Chico Wealth RIA | 915 | $304.8K | 0.28% | −54−5.6% | Reduced |