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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 1,048 | $349.1K | 0.13% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,049 | $349.4K | 0.04% | −110−9.5% | Reduced |
| NFP Retirement, Inc. | 1,049 | $349.5K | 0.03% | +17+1.6% | Added |
| Greylin Investment Mangement Inc | 1,050 | $349.8K | 0.06% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,050 | $349.8K | 0.04% | +9+0.9% | Added |
| Beddow Capital Management Inc | 1,050 | $350.0K | 0.15% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,051 | $350.1K | 0.06% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,051 | $350.1K | 0.07% | +4+0.4% | Added |
| Baldwin Brothers Inc | 1,052 | $350.4K | 0.03% | +2+0.2% | Added |
| Youngs Advisory Group, Inc. | 1,054 | $351.1K | 0.15% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,054 | $351.4K | 0.05% | +24+2.3% | Added |
| Selective Wealth Management, Inc. | 1,079 | $351.8K | 0.15% | −25−2.3% | Reduced |
| Advus Financial Partners, LLC | 1,059 | $352.8K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,060 | $353.1K | 0.04% | +100+10.4% | Added |
| BancorpSouth Bank | 1,062 | $353.8K | 0.03% | +62+6.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,063 | $354.1K | 0.15% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,064 | $354.4K | 0.32% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,065 | $354.8K | 0.07% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,070 | $356.4K | 0.35% | +1,070 | New |
| Compass Financial Group, INC | 1,075 | $358.2K | 0.08% | +1+0.1% | Added |
| Silvant Capital Management LLC | 1,076 | $358.4K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,077 | $358.7K | 0.14% | −4−0.4% | Reduced |
| AlphaStar Capital Management, LLC | 1,078 | $358.9K | 0.03% | +3+0.3% | Added |
| Meridian Financial Partners LLC | 1,008 | $359.0K | 0.21% | +1,008 | New |
| Greenup Street Wealth Management LLC | 1,078 | $359.1K | 0.08% | +78+7.8% | Added |
| Consilium Wealth Advisory, LLC | 1,079 | $359.5K | 0.20% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,080 | $359.8K | 0.26% | +972+900.0% | Added |
| Phoenix Holdings Ltd. | 1,101 | $360.3K | 0.01% | +1,101 | New |
| AlphaCore Capital LLC | 1,084 | $361.1K | 0.09% | +212+24.3% | Added |
| Hanlon Investment Management, Inc. | 1,085 | $361.4K | 0.11% | −9−0.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,093 | $364.1K | 0.22% | −1,982−64.5% | Reduced |
| GTS Securities LLC | 1,097 | $365.4K | 0.01% | −674−38.1% | Reduced |
| Richard W. Paul & Associates, LLC | 1,098 | $365.9K | 0.14% | −12−1.1% | Reduced |
| Royal Capital Wealth Management, LLC | 1,100 | $366.4K | 0.28% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,102 | $367.1K | 0.19% | +7+0.6% | Added |
| Retirement Planning Group | 1,103 | $367.4K | 0.02% | −278−20.1% | Reduced |
| Bristlecone Advisors, LLC | 1,105 | $368.0K | 0.03% | +1+0.1% | Added |
| Accel Wealth Management | 1,107 | $368.8K | 0.15% | +112+11.3% | Added |
| Warwick Investment Management, Inc. | 1,113 | $370.7K | 0.09% | +30+2.8% | Added |
| Beacon Financial Group | 1,116 | $371.7K | 0.04% | +31+2.9% | Added |
| Harvest Investment Services, LLC | 1,117 | $372.2K | 0.15% | +1,117 | New |
| Sutton Place Investors LLC | 1,119 | $372.7K | 0.25% | +10+0.9% | Added |
| Buckingham Capital Management, Inc. | 1,120 | $373.1K | 0.04% | +1,120 | New |
| SPC Financial, Inc. | 1,121 | $373.3K | 0.03% | +471+72.5% | Added |
| Davidson Trust Co | 1,122 | $373.7K | 0.26% | −55−4.7% | Reduced |
| Finivi Inc. | 1,123 | $374.1K | 0.31% | +17+1.5% | Added |
| Register Financial Advisors LLC | 1,123 | $374.1K | 0.19% | 00.0% | Unchanged |
| Boston Partners | 1,125 | $374.6K | 0.00% | −296−20.8% | Reduced |
| Silver Coast Investments LLC | 1,125 | $374.7K | 0.15% | −16−1.4% | Reduced |
| Anchor Capital Advisors LLC | 1,127 | $375.4K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,127 | $375.4K | 0.01% | +28+2.5% | Added |
| Rockline Wealth Management, LLC | 1,127 | $375.4K | 0.12% | +210+22.9% | Added |
| Financial Advisors, LLC | 1,130 | $376.4K | 0.08% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,137 | $378.7K | 0.05% | +3+0.3% | Added |
| Institutional & Family Asset Management, LLC | 1,137 | $378.7K | 0.06% | +4+0.4% | Added |
| Traveka Wealth, LLC | 1,137 | $378.8K | 0.18% | +28+2.5% | Added |
| Gradient Investments LLC | 1,139 | $379.3K | 0.01% | +6+0.5% | Added |
| Winslow Asset Management Inc | 1,140 | $380.0K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,142 | $380.6K | 0.17% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,157 | $380.7K | 0.11% | −50−4.1% | Reduced |
| First Western Trust Bank | 1,145 | $381.4K | 0.02% | −682−37.3% | Reduced |
| LJI Wealth Management, LLC | 1,145 | $381.4K | 0.08% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,148 | $382.4K | 0.05% | −2−0.2% | Reduced |
| Prostatis Group LLC | 1,153 | $384.1K | 0.13% | +111+10.7% | Added |
| Tower Wealth Partners, Inc. | 1,154 | $384.4K | 0.24% | +111+10.6% | Added |
| Pacific Global Investment Management CO | 1,156 | $385.1K | 0.07% | −10−0.9% | Reduced |
| Calamos Wealth Management LLC | 1,158 | $385.7K | 0.02% | −53−4.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,160 | $386.0K | 0.01% | −2−0.2% | Reduced |
| First Interstate Bank | 1,160 | $386.4K | 0.03% | +492+73.7% | Added |
| Braun-Bostich & Associates Inc. | 1,163 | $387.4K | 0.29% | −138−10.6% | Reduced |
| Archford Capital Strategies, LLC | 1,163 | $387.4K | 0.06% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,163 | $387.5K | 0.08% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,164 | $387.7K | 0.16% | +43+3.8% | Added |
| Hills Bank & Trust Co | 1,165 | $388.1K | 0.03% | −25−2.1% | Reduced |
| Eagle Wealth Strategies LLC | 1,166 | $388.3K | 0.31% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,166 | $388.4K | 0.08% | −57−4.7% | Reduced |
| Duff & Phelps Investment Management Co | 1,168 | $389.1K | 0.00% | −4,715−80.1% | Reduced |
| Global X Japan Co., Ltd. | 1,168 | $389.1K | 0.06% | −254−17.9% | Reduced |
| Bangor Savings Bank | 1,169 | $389.4K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,174 | $391.1K | 0.04% | −60−4.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,175 | $391.4K | 0.03% | −100−7.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,175 | $391.4K | 0.14% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,176 | $391.7K | 0.21% | −16−1.3% | Reduced |
| Keb Asset Management, LLC | 1,179 | $392.7K | 0.13% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,180 | $393.1K | 0.21% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,180 | $393.3K | 0.24% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,184 | $394.3K | 0.01% | −1,495−55.8% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,199 | $394.6K | 0.15% | +1+0.1% | Added |
| S.A. Mason LLC | 1,186 | $395.1K | 0.22% | +183+18.2% | Added |
| Stonebrook Private Inc. | 1,187 | $395.3K | 0.11% | −680−36.4% | Reduced |
| Greenline Partners, LLC | 1,205 | $396.5K | 0.06% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,193 | $397.4K | 0.00% | +1,193 | New |
| MinichMacGregor Wealth Management, LLC | 1,198 | $399.2K | 0.10% | +52+4.5% | Added |
| Fca Corp | 1,200 | $399.7K | 0.13% | −582−32.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,200 | $399.7K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,206 | $401.7K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,208 | $402.4K | 0.04% | +104+9.4% | Added |
| ProVise Management Group, LLC | 1,208 | $402.4K | 0.03% | +324+36.7% | Added |
| New Wave Wealth Advisors LLC | 1,215 | $404.7K | 0.22% | +1,215 | New |
| MCF Advisors LLC | 1,217 | $405.3K | 0.03% | −17−1.4% | Reduced |