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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 1,219 | $406.0K | 0.16% | +86+7.6% | Added |
| Garden State Investment Advisory Services LLC | 1,220 | $407.0K | 0.14% | −294−19.4% | Reduced |
| Revisor Wealth Management LLC | 1,227 | $408.7K | 0.28% | −1,073−46.7% | Reduced |
| Dogwood Wealth Management LLC | 1,229 | $409.3K | 0.25% | +248+25.3% | Added |
| Trustco Bank Corp N Y | 1,231 | $410.0K | 0.44% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 1,235 | $411.0K | 0.15% | +1,235 | New |
| Goldstone Financial Group, LLC | 1,235 | $411.4K | 0.08% | −109−8.1% | Reduced |
| Indie Asset Partners, LLC | 1,235 | $411.5K | 0.33% | +1+0.1% | Added |
| CoreFirst Bank & Trust | 1,236 | $411.7K | 0.28% | −29−2.3% | Reduced |
| Gilman Hill Asset Management, LLC | 1,239 | $412.7K | 0.07% | −40−3.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,241 | $413.4K | 0.05% | +81+7.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,258 | $413.9K | 0.05% | +12+1.0% | Added |
| DnB Asset Management AS | 1,243 | $414.0K | 0.00% | +1,243 | New |
| Armstrong, Fleming & Moore, Inc | 1,243 | $414.1K | 0.27% | −379−23.4% | Reduced |
| Grant Street Asset Management, Inc. | 1,244 | $414.4K | 0.13% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,244 | $414.4K | 0.03% | +348+38.8% | Added |
| Core Alternative Capital | 1,247 | $415.4K | 0.08% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,250 | $416.4K | 0.32% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,251 | $416.7K | 0.08% | +45+3.7% | Added |
| Regatta Capital Group, LLC | 1,253 | $417.4K | 0.09% | +57+4.8% | Added |
| Old Second National Bank of Aurora | 1,254 | $417.7K | 0.11% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,257 | $418.7K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,261 | $420.0K | 0.02% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 1,262 | $420.4K | 0.22% | +15+1.2% | Added |
| Contravisory Investment Management, Inc. | 1,262 | $420.4K | 0.09% | +17+1.4% | Added |
| Millington Financial Advisors, LLC | 1,264 | $421.1K | 0.29% | +24+1.9% | Added |
| AdvisorShares Investments LLC | 1,280 | $421.2K | 0.07% | +1,280 | New |
| Davidson Investment Advisors | 1,270 | $423.0K | 0.02% | −300−19.1% | Reduced |
| Old Point Trust & Financial Services N A | 1,270 | $423.0K | 0.16% | 00.0% | Unchanged |
| Alpha Family Trust | 1,270 | $423.0K | 0.25% | 00.0% | Unchanged |
| Next Level Private LLC | 1,270 | $423.0K | 0.19% | +50+4.1% | Added |
| Simon Quick Advisors, LLC | 1,273 | $423.9K | 0.03% | +122+10.6% | Added |
| Monte Financial Group, LLC | 1,276 | $425.1K | 0.19% | −288−18.4% | Reduced |
| Investment Advisory Services Inc | 1,277 | $425.3K | 0.16% | −161−11.2% | Reduced |
| Hall Laurie J Trustee | 1,280 | $426.0K | 0.15% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,281 | $426.7K | 0.05% | −234−15.4% | Reduced |
| Summit X, LLC | 1,273 | $427.2K | 0.10% | +341+36.6% | Added |
| Brogan Financial, Inc. | 1,286 | $428.3K | 0.27% | +158+14.0% | Added |
| Chesley Taft & Associates LLC | 1,286 | $428.4K | 0.02% | −77−5.6% | Reduced |
| Prelude Capital Management, LLC | 1,288 | $429.0K | 0.04% | +713+124.0% | Added |
| Castleark Management LLC | 1,290 | $429.7K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,290 | $429.8K | 0.18% | +3+0.2% | Added |
| Waters Parkerson & Co., LLC | 1,298 | $432.0K | 0.02% | −60−4.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,300 | $433.0K | 0.08% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 1,300 | $433.0K | 0.07% | +1,300 | New |
| Kathmere Capital Management, LLC | 1,301 | $433.5K | 0.05% | +340+35.4% | Added |
| Bordeaux Wealth Advisors LLC | 1,302 | $433.7K | 0.08% | +26+2.0% | Added |
| Landaas & Co | 1,307 | $435.0K | 0.13% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,307 | $435.4K | 0.14% | −2−0.2% | Reduced |
| Forbes J M & Co LLP | 1,307 | $435.4K | 0.04% | 00.0% | Unchanged |
| Petix & Botte Co | 1,312 | $437.0K | 0.12% | +656+100.0% | Added |
| Pinnacle Financial Group, LLC | 1,315 | $438.0K | 0.19% | +3+0.2% | Added |
| Peoples Bank | 1,315 | $438.0K | 0.23% | +1,315 | New |
| Monarch Capital Management Inc | 1,317 | $438.7K | 0.13% | 00.0% | Unchanged |
| First National Corp | 1,318 | $439.2K | 0.10% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,269 | $439.3K | 0.14% | +1,269 | New |
| Virtue Capital Management, LLC | 1,279 | $439.6K | 0.08% | −602−32.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,320 | $439.7K | 0.02% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,322 | $440.0K | 0.02% | +1,322 | New |
| Schonfeld Strategic Advisors LLC | 1,321 | $440.0K | 0.00% | −6,358−82.8% | Reduced |
| Kornitzer Capital Management Inc | 1,322 | $440.4K | 0.01% | +292+28.3% | Added |
| Invesco, LLC | 1,326 | $441.7K | 0.18% | −60−4.3% | Reduced |
| VeraBank, N.A. | 1,326 | $441.7K | 0.14% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,328 | $442.3K | 0.17% | −3,186−70.6% | Reduced |
| Onefund, LLC | 1,332 | $443.7K | 0.48% | +22+1.7% | Added |
| Andina Capital Management, LLC | 1,333 | $444.0K | 0.33% | +128+10.6% | Added |
| Sendero Wealth Management, LLC | 1,344 | $447.7K | 0.08% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,346 | $448.0K | 0.06% | +3+0.2% | Added |
| TrueWealth Advisors, LLC | 1,346 | $448.3K | 0.17% | +401+42.4% | Added |
| Westshore Wealth, LLC | 1,346 | $448.5K | 0.19% | −9−0.7% | Reduced |
| First Community Trust NA | 1,350 | $449.7K | 0.38% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,350 | $449.7K | 0.03% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,350 | $449.7K | 0.44% | +1,350 | New |
| Beacon Capital Management, LLC | 1,352 | $450.4K | 0.08% | −17−1.2% | Reduced |
| Birchcreek Wealth Management, LLC | 1,354 | $451.0K | 0.25% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,355 | $451.5K | 0.50% | +25+1.9% | Added |
| Personal Cfo Solutions, LLC | 1,356 | $451.8K | 0.07% | +12+0.9% | Added |
| FSA Advisors, Inc. | 1,263 | $452.7K | 0.47% | +3+0.2% | Added |
| McGowan Group Asset Management, Inc. | 1,361 | $453.5K | 0.06% | +10+0.7% | Added |
| Everpar Advisors LLC | 1,364 | $454.3K | 0.23% | −51−3.6% | Reduced |
| SJS Investment Consulting Inc. | 1,369 | $456.0K | 0.09% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,370 | $456.3K | 0.23% | −55−3.9% | Reduced |
| HTLF Bank | 1,371 | $456.7K | 0.05% | −75−5.2% | Reduced |
| Gradient Capital Advisors, LLC | 1,375 | $458.0K | 0.16% | −108−7.3% | Reduced |
| Warther Private Wealth, LLC | 1,382 | $460.4K | 0.18% | +1,382 | New |
| Peregrine Asset Advisers, Inc. | 1,382 | $460.5K | 0.18% | −37−2.6% | Reduced |
| Northwest Bancshares, Inc. | 1,385 | $461.3K | 0.08% | −53−3.7% | Reduced |
| WestHill Financial Advisors, Inc. | 1,386 | $461.7K | 0.11% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,386 | $461.8K | 0.21% | +23+1.7% | Added |
| apricus wealth, LLC | 1,389 | $462.7K | 0.33% | +14+1.0% | Added |
| Maven Securities LTD | 1,392 | $463.7K | 0.07% | +1,392 | New |
| Fingerlakes Wealth Management, Inc. | 1,393 | $463.9K | 0.42% | +5+0.4% | Added |
| Waypoint Capital Advisors, LLC | 1,396 | $465.0K | 0.12% | +17+1.2% | Added |
| Schulhoff & Co Inc | 1,400 | $466.3K | 0.21% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 1,400 | $466.3K | 0.25% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,400 | $466.3K | 0.22% | 00.0% | Unchanged |
| SFMG, LLC | 1,407 | $468.8K | 0.04% | +15+1.1% | Added |
| Mengis Capital Management, Inc. | 1,410 | $469.7K | 0.10% | −3,617−72.0% | Reduced |
| Insight Advisors, LLC | 1,410 | $470.0K | 0.09% | +109+8.4% | Added |
| Blankinship & Foster, LLC | 1,411 | $470.0K | 0.12% | 00.0% | Unchanged |