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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 916 | $305.1K | 0.03% | +79+9.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 920 | $306.0K | 0.02% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 920 | $306.5K | 0.04% | −10−1.1% | Reduced |
| O'Rourke & Company, Inc | 922 | $307.0K | 0.17% | +3+0.3% | Added |
| Tyler-Stone Wealth Management | 922 | $307.1K | 0.13% | −9−1.0% | Reduced |
| Hourglass Capital, LLC | 922 | $307.1K | 0.09% | −20−2.1% | Reduced |
| Fiduciary Alliance LLC | 939 | $307.7K | 0.05% | +939 | New |
| Private Capital Management LLC | 925 | $308.1K | 0.06% | −4−0.4% | Reduced |
| Citizens & Northern Corp | 925 | $308.1K | 0.10% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 925 | $308.1K | 0.05% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 926 | $308.3K | 0.14% | −15−1.6% | Reduced |
| Castle Rock Wealth Management, LLC | 937 | $308.4K | 0.08% | −782−45.5% | Reduced |
| 1620 Investment Advisors, Inc. | 927 | $308.8K | 0.24% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 927 | $308.8K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 928 | $309.1K | 0.05% | +51+5.8% | Added |
| Advantage Trust Co | 930 | $309.8K | 0.22% | 00.0% | Unchanged |
| Rede Wealth, LLC | 930 | $309.9K | 0.29% | +12+1.3% | Added |
| WealthBridge Capital Management, LLC | 932 | $310.3K | 0.10% | +41+4.6% | Added |
| Wallace Advisory Group, LLC | 932 | $310.4K | 0.22% | −2−0.2% | Reduced |
| Wedgewood Investors Inc | 933 | $310.8K | 0.37% | +933 | New |
| Kapitalo Investimentos Ltda | 933 | $310.8K | 0.09% | +933 | New |
| Interchange Capital Partners, LLC | 933 | $310.9K | 0.11% | +296+46.5% | Added |
| Monterey Private Wealth, Inc. | 934 | $311.1K | 0.12% | 00.0% | Unchanged |
| Manchester Financial Inc | 935 | $311.3K | 0.08% | +96+11.4% | Added |
| Central Valley Advisors, LLC | 892 | $311.4K | 0.17% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 935 | $311.4K | 0.09% | −100−9.7% | Reduced |
| Elgethun Capital Management | 940 | $313.0K | 0.08% | +2+0.2% | Added |
| Horan Capital Advisors, LLC. | 941 | $313.4K | 0.11% | 00.0% | Unchanged |
| Keystone Financial Group | 945 | $314.7K | 0.11% | −16−1.7% | Reduced |
| Baker Boyer National Bank | 945 | $314.8K | 0.11% | −856−47.5% | Reduced |
| Moloney Securities Asset Management, LLC | 945 | $314.9K | 0.05% | −24−2.5% | Reduced |
| Polymer Capital Management (HK) LTD | 950 | $316.4K | 0.06% | −1,500−61.2% | Reduced |
| Abbot Financial Management, Inc. | 950 | $316.4K | 0.17% | 00.0% | Unchanged |
| Ascent Group, LLC | 953 | $317.4K | 0.03% | +154+19.3% | Added |
| Aviso Wealth Management | 954 | $317.6K | 0.19% | +124+14.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 953 | $318.0K | 0.05% | +246+34.8% | Added |
| Crestmont Private Wealth LLC | 955 | $318.1K | 0.15% | +326+51.8% | Added |
| Northstar Advisory Group, LLC | 956 | $318.4K | 0.18% | +1+0.1% | Added |
| Sivia Capital Partners, LLC | 956 | $318.6K | 0.21% | +2+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 956 | $318.6K | 0.05% | +2+0.2% | Added |
| Palogic Value Management, L.P. | 958 | $319.1K | 0.14% | +4+0.4% | Added |
| Meridian Wealth Advisors, LLC | 959 | $319.4K | 0.06% | −57−5.6% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 959 | $319.5K | 0.12% | +129+15.5% | Added |
| PAX Financial Group, LLC | 960 | $319.7K | 0.06% | +139+16.9% | Added |
| Convergence Financial, LLC | 962 | $320.4K | 0.08% | +962 | New |
| Vestia Personal Wealth Advisors | 967 | $322.0K | 0.34% | +967 | New |
| Carmel Capital Partners, LLC | 969 | $322.8K | 0.14% | +81+9.1% | Added |
| Annex Advisory Services, LLC | 971 | $323.4K | 0.01% | −61−5.9% | Reduced |
| Centric Wealth Management | 926 | $324.6K | 0.09% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 976 | $325.1K | 0.07% | −276−22.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 903 | $325.6K | 0.03% | +127+16.4% | Added |
| Foster Group, Inc. | 984 | $327.7K | 0.01% | +13+1.3% | Added |
| Planning Alternatives Ltd | 985 | $327.9K | 0.05% | +985 | New |
| Walleye Capital LLC | 987 | $328.8K | 0.00% | −6,018−85.9% | Reduced |
| FIL Ltd | 991 | $330.1K | 0.00% | −38−3.7% | Reduced |
| Western Financial Corp | 991 | $330.2K | 0.20% | −17−1.7% | Reduced |
| Commonwealth Financial Services, LLC | 1,004 | $330.4K | 0.07% | −110−9.9% | Reduced |
| Ssi Investment Management LLC | 992 | $330.4K | 0.03% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 992 | $330.4K | 0.05% | +221+28.7% | Added |
| Purus Wealth Management, LLC | 995 | $331.5K | 0.15% | −34−3.3% | Reduced |
| Gsa Capital Partners LLP | 998 | $332.0K | 0.02% | −183−15.5% | Reduced |
| Childress Capital Advisors, LLC | 997 | $332.1K | 0.09% | −28−2.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 997 | $332.2K | 0.09% | −30−2.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,011 | $332.7K | 0.18% | −44−4.2% | Reduced |
| Optas, LLC | 999 | $332.8K | 0.09% | +63+6.7% | Added |
| Crane Advisory, LLC | 1,014 | $332.9K | 0.06% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $333.0K | 0.13% | 00.0% | Unchanged |
| Delta Capital Management LLC | 1,000 | $333.0K | 0.20% | +1,000 | New |
| Apexium Financial, LP | 1,000 | $333.1K | 0.02% | −75−7.0% | Reduced |
| Private Wealth Partners, LLC | 1,000 | $333.1K | 0.03% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,000 | $333.1K | 0.23% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $333.1K | 0.18% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,000 | $333.1K | 0.29% | 00.0% | Unchanged |
| Shay Capital LLC | 1,000 | $333.1K | 0.09% | +1,000 | New |
| QCM Cayman, Ltd. | 1,002 | $333.8K | 3.60% | +1,002 | New |
| CWS Financial Advisors, LLC | 1,004 | $334.4K | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,005 | $334.7K | 0.05% | −2−0.2% | Reduced |
| Univest Financial Corp | 1,005 | $334.8K | 0.09% | −2−0.2% | Reduced |
| Shufro Rose & Co LLC | 1,005 | $334.8K | 0.03% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,005 | $334.8K | 0.26% | +70+7.5% | Added |
| JB Capital LLC | 1,006 | $335.0K | 0.02% | −138−12.1% | Reduced |
| Castleview Partners, LLC | 1,006 | $335.1K | 0.19% | −101−9.1% | Reduced |
| Tandem Wealth Advisors LLC | 1,006 | $335.1K | 0.18% | −9−0.9% | Reduced |
| Balboa Wealth Partners | 1,006 | $335.1K | 0.09% | +175+21.1% | Added |
| Lynx Investment Advisory | 1,010 | $336.3K | 0.25% | +1,010 | New |
| Smallwood Wealth Investment Management, LLC | 1,011 | $336.8K | 0.26% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,012 | $337.2K | 0.08% | −67−6.2% | Reduced |
| First United Bank Trust | 1,013 | $337.4K | 0.13% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 1,016 | $338.4K | 0.06% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,017 | $338.8K | 0.07% | −4−0.4% | Reduced |
| Highview Capital Management LLC | 1,020 | $339.8K | 0.14% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,022 | $340.4K | 0.08% | +74+7.8% | Added |
| Sugarloaf Wealth Management, LLC | 1,024 | $341.1K | 0.07% | −404−28.3% | Reduced |
| Hengehold Capital Management LLC | 1,035 | $344.8K | 0.04% | −64−5.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,036 | $345.1K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,038 | $345.8K | 0.05% | +24+2.4% | Added |
| Onyx Financial Advisors, LLC | 1,039 | $345.9K | 0.21% | +4+0.4% | Added |
| Liberty Wealth Management LLC | 20,394 | $346.0K | 0.06% | +19,222+1,640.1% | Added |
| Sunpointe, LLC | 1,042 | $347.1K | 0.23% | +346+49.7% | Added |
| DF Dent & Co Inc | 1,044 | $347.8K | 0.00% | 00.0% | Unchanged |