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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 1,411 | $470.0K | 0.22% | +1,411 | New |
| Enterprise Financial Services Corp | 1,412 | $470.3K | 0.29% | +29+2.1% | Added |
| Planning Capital Management Corp | 1,417 | $472.1K | 0.33% | +1,278+919.4% | Added |
| Braun Stacey Associates Inc | 1,425 | $475.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,427 | $475.3K | 0.06% | +5+0.4% | Added |
| MPS Loria Financial Planners, LLC | 1,428 | $475.8K | 0.15% | +2+0.1% | Added |
| SageView Advisory Group, LLC | 1,433 | $477.2K | 0.02% | +172+13.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,433 | $477.6K | 0.29% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,434 | $477.7K | 0.21% | +7+0.5% | Added |
| Charter Oak Capital Management, LLC | 1,435 | $478.1K | 0.05% | −275−16.1% | Reduced |
| Wealth Management Associates, Inc. | 1,436 | $478.4K | 0.22% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,439 | $479.3K | 0.09% | +111+8.4% | Added |
| Formidable Asset Management, LLC | 1,440 | $479.6K | 0.08% | +120+9.1% | Added |
| South Street Advisors LLC | 1,440 | $479.7K | 0.07% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,440 | $479.7K | 0.42% | +85+6.3% | Added |
| VisionPoint Advisory Group, LLC | 1,441 | $480.0K | 0.17% | −43−2.9% | Reduced |
| Channel Wealth LLC | 1,441 | $480.0K | 0.17% | −15−1.0% | Reduced |
| N.E.W. Advisory Services LLC | 1,442 | $480.6K | 0.05% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,443 | $481.0K | 0.05% | −210−12.7% | Reduced |
| MBL Wealth, LLC | 1,445 | $481.3K | 0.05% | −193−11.8% | Reduced |
| Rise Advisors, LLC | 1,445 | $481.4K | 0.26% | +17+1.2% | Added |
| Nadler Financial Group, Inc. | 1,446 | $481.7K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,446 | $481.8K | 0.02% | −222−13.3% | Reduced |
| American Money Management, LLC | 1,447 | $482.1K | 0.10% | −49−3.3% | Reduced |
| Keystone Wealth Services, LLC | 1,449 | $482.5K | 0.15% | +780+116.6% | Added |
| Lafayette Investments, Inc. | 1,450 | $483.0K | 0.11% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,454 | $484.0K | 0.15% | +3+0.2% | Added |
| Diversify Wealth Management, LLC | 1,528 | $484.1K | 0.06% | +1,528 | New |
| First Financial Corp | 1,458 | $485.6K | 0.25% | −93−6.0% | Reduced |
| Acas, LLC | 1,407 | $487.0K | 0.42% | +1+0.1% | Added |
| Planning Center, Inc. | 1,463 | $487.3K | 0.06% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,464 | $487.7K | 0.28% | −79−5.1% | Reduced |
| Hara Capital LLC | 1,465 | $488.0K | 0.31% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 1,465 | $488.0K | 0.49% | +205+16.3% | Added |
| Davis Investment Partners, LLC | 1,455 | $488.2K | 0.20% | +1+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 1,467 | $488.8K | 0.03% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 1,467 | $488.8K | 0.03% | +897+157.4% | Added |
| Valley National Advisers Inc | 1,471 | $489.0K | 0.07% | −25−1.7% | Reduced |
| Vicus Capital | 1,469 | $489.3K | 0.04% | +1,469 | New |
| Congress Park Capital LLC | 1,470 | $489.7K | 0.20% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,472 | $490.3K | 0.38% | +58+4.1% | Added |
| TrinityPoint Wealth, LLC | 1,472 | $490.5K | 0.08% | −1−0.1% | Reduced |
| Acima Private Wealth, LLC | 1,473 | $490.7K | 0.18% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,476 | $491.7K | 0.29% | +1,476 | New |
| Coyle Financial Counsel LLC | 1,347 | $493.6K | 0.18% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,483 | $494.0K | 0.32% | +1,483 | New |
| Doliver Advisors, LP | 1,485 | $494.7K | 0.14% | −28−1.9% | Reduced |
| Gould Asset Management LLC | 1,490 | $496.3K | 0.11% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 1,495 | $498.0K | 0.24% | −39−2.5% | Reduced |
| Center For Asset Management LLC | 1,495 | $498.1K | 0.33% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,497 | $498.7K | 0.11% | −9−0.6% | Reduced |
| Sweeney & Michel, LLC | 1,531 | $499.3K | 0.21% | +100+7.0% | Added |
| Relyea Zuckerberg Hanson LLC | 1,499 | $499.5K | 0.08% | +67+4.7% | Added |
| EHP Funds Inc. | 1,500 | $499.6K | 0.25% | −200−11.8% | Reduced |
| Rbo & Co LLC | 1,500 | $499.6K | 0.09% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,500 | $500.0K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,508 | $502.3K | 0.39% | −9−0.6% | Reduced |
| Strategic Equity Management | 1,509 | $502.6K | 0.33% | +5+0.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,510 | $503.0K | 0.20% | −136−8.3% | Reduced |
| Orrstown Financial Services Inc | 1,510 | $503.0K | 0.27% | +150+11.0% | Added |
| Soltis Investment Advisors LLC | 1,513 | $504.0K | 0.05% | +202+15.4% | Added |
| Tectonic Advisors LLC | 1,514 | $504.2K | 0.04% | +6+0.4% | Added |
| Financial Partners Group, Inc | 1,515 | $504.8K | 0.08% | +53+3.6% | Added |
| IMS Capital Management | 1,475 | $506.4K | 0.24% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,525 | $508.0K | 0.08% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,525 | $508.0K | 0.11% | +2+0.1% | Added |
| Baker Ellis Asset Management LLC | 1,527 | $508.6K | 0.08% | +100+7.0% | Added |
| Olistico Wealth, LLC | 1,530 | $509.6K | 0.33% | +100+7.0% | Added |
| Boston Trust Walden Corp | 1,534 | $511.0K | 0.00% | 00.0% | Unchanged |
| Burton Enright Welch | 1,535 | $511.3K | 0.12% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,539 | $512.6K | 0.15% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,539 | $512.8K | 0.26% | −119−7.2% | Reduced |
| United Bank | 1,540 | $513.0K | 0.06% | −82−5.1% | Reduced |
| SAM Advisors, LLC | 1,540 | $513.0K | 0.19% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,546 | $515.0K | 0.13% | +1,546 | New |
| Bigelow Investment Advisors, LLC | 1,547 | $515.3K | 0.25% | −4−0.3% | Reduced |
| TFB Advisors LLC | 1,548 | $515.6K | 0.17% | +92+6.3% | Added |
| Sunburst Financial Group, LLC | 1,549 | $516.0K | 0.14% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,550 | $516.3K | 0.25% | 00.0% | Unchanged |
| Camden National Bank | 1,553 | $517.3K | 0.08% | +7+0.5% | Added |
| Canal Capital Management, LLC | 1,554 | $517.6K | 0.09% | +348+28.9% | Added |
| Allstate Corp | 1,554 | $517.6K | 0.04% | +38+2.5% | Added |
| Sanchez Wealth Management Group | 1,554 | $517.7K | 0.17% | +5+0.3% | Added |
| Vertex Planning Partners, LLC | 1,556 | $518.3K | 0.13% | +11+0.7% | Added |
| RKL Wealth Management LLC | 1,556 | $518.3K | 0.05% | −5−0.3% | Reduced |
| Sepio Capital, LP | 1,559 | $519.0K | 0.05% | +4+0.3% | Added |
| Jupiter Wealth Management LLC | 1,500 | $519.3K | 0.28% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,560 | $519.6K | 0.09% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,523 | $520.5K | 0.32% | −300−16.5% | Reduced |
| Trust Co of Virginia | 1,563 | $520.6K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,565 | $521.2K | 0.06% | +11+0.7% | Added |
| Seven Eight Capital, LP | 1,570 | $523.0K | 0.05% | +1,570 | New |
| Curbstone Financial Management Corp | 1,572 | $523.6K | 0.11% | +1,572 | New |
| Boston Financial Mangement LLC | 1,572 | $523.6K | 0.02% | −196−11.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,572 | $523.8K | 0.09% | +20+1.3% | Added |
| West Michigan Advisors, LLC | 1,574 | $524.3K | 0.17% | −66−4.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,575 | $524.6K | 0.13% | −4−0.3% | Reduced |
| STAR Financial Bank | 1,581 | $526.6K | 0.41% | −219−12.2% | Reduced |
| Independence Bank of Kentucky | 1,583 | $527.3K | 0.14% | +944+147.7% | Added |
| Spirepoint Private Client, LLC | 1,586 | $528.3K | 0.07% | +982+162.6% | Added |