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 |
|---|---|---|---|---|---|
| Oxbow Advisors, LLC | 8,065 | $2.69M | 0.32% | +102+1.3% | Added |
| MB, Levis & Associates, LLC | 8,050 | $2.68M | 1.41% | −37−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 8,228 | $2.68M | 0.38% | +1,997+32.0% | Added |
| V-Square Quantitative Management LLC | 8,034 | $2.68M | 0.43% | −430−5.1% | Reduced |
| FLC Capital Advisors | 8,032 | $2.68M | 0.66% | −20−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,017 | $2.67M | 1.55% | −330−4.0% | Reduced |
| Berkshire Bank | 8,015 | $2.67M | 0.67% | −377−4.5% | Reduced |
| Bowen Hanes & Co Inc | 8,009 | $2.67M | 0.07% | −20−0.2% | Reduced |
| Cohen Klingenstein LLC | 8,000 | $2.66M | 0.10% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 7,998 | $2.66M | 0.74% | +1,245+18.4% | Added |
| Parallel Advisors, LLC | 7,992 | $2.66M | 0.07% | −205−2.5% | Reduced |
| Court Place Advisors, LLC | 7,964 | $2.65M | 0.83% | −99−1.2% | Reduced |
| Private Trust Co NA | 7,955 | $2.65M | 0.29% | −2,740−25.6% | Reduced |
| Tradewinds, LLC. | 7,949 | $2.65M | 0.81% | +7,949 | New |
| Secured Retirement Advisors, LLC | 7,943 | $2.65M | 2.06% | +595+8.1% | Added |
| Fruth Investment Management | 7,923 | $2.64M | 0.72% | −110−1.4% | Reduced |
| MidWestOne Financial Group, Inc. | 7,919 | $2.64M | 0.48% | −39−0.5% | Reduced |
| Ignite Planners, LLC | 8,002 | $2.63M | 0.64% | −174−2.1% | Reduced |
| Ellis Investment Partners, LLC | 7,847 | $2.61M | 0.55% | −923−10.5% | Reduced |
| Gifford Fong Associates | 7,800 | $2.60M | 0.69% | 00.0% | Unchanged |
| Field & Main Bank | 7,783 | $2.59M | 0.97% | +37+0.5% | Added |
| Investors Asset Management of Georgia Inc | 7,762 | $2.59M | 1.26% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 7,900 | $2.58M | 0.14% | −296−3.6% | Reduced |
| Modern Wealth Management, LLC | 7,723 | $2.57M | 0.19% | +203+2.7% | Added |
| Valley Brook Capital Group | 7,625 | $2.54M | 1.98% | +20+0.3% | Added |
| Focused Wealth Management, Inc | 7,624 | $2.54M | 0.37% | +52+0.7% | Added |
| JBR Co Financial Management Inc | 7,622 | $2.54M | 1.78% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,616 | $2.54M | 0.14% | −459−5.7% | Reduced |
| Two Sigma Advisers, LP | 7,600 | $2.53M | 0.01% | +7,000+1,166.7% | Added |
| Verdence Capital Advisors LLC | 7,595 | $2.53M | 0.23% | +568+8.1% | Added |
| Exchange Bank | 7,578 | $2.52M | 2.15% | 00.0% | Unchanged |
| United Community Bank | 7,562 | $2.52M | 1.02% | −510−6.3% | Reduced |
| D. Scott Neal, Inc. | 7,549 | $2.51M | 1.40% | 00.0% | Unchanged |
| Umpqua Bank | 7,525 | $2.51M | 0.97% | +79+1.1% | Added |
| ClariVest Asset Management LLC | 7,518 | $2.50M | 0.26% | −73−1.0% | Reduced |
| IFP Advisors, Inc | 7,480 | $2.49M | 0.10% | +3,479+87.0% | Added |
| Transform Wealth, LLC | 7,446 | $2.48M | 0.19% | −295−3.8% | Reduced |
| Y.D. More Investments Ltd | 7,444 | $2.48M | 0.25% | −720−8.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,406 | $2.47M | 0.04% | +2,258+43.9% | Added |
| Boston Private Wealth LLC | 7,368 | $2.45M | 0.06% | −1,507−17.0% | Reduced |
| Orleans Capital Management Corp | 7,368 | $2.45M | 1.56% | +5+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 7,332 | $2.44M | 0.65% | +639+9.5% | Added |
| Pinnacle Wealth Management, LLC | 7,311 | $2.44M | 3.05% | +1,502+25.9% | Added |
| Insigneo Advisory Services, LLC | 7,677 | $2.43M | 0.27% | −34−0.4% | Reduced |
| Cornercap Investment Counsel Inc | 7,270 | $2.42M | 0.39% | −110−1.5% | Reduced |
| Argent Advisors, Inc. | 7,255 | $2.42M | 0.96% | −810−10.0% | Reduced |
| Trust Investment Advisors | 7,249 | $2.41M | 1.54% | −438−5.7% | Reduced |
| Gables Capital Management Inc. | 7,220 | $2.40M | 1.26% | +150+2.1% | Added |
| Franklin Street Advisors Inc | 7,205 | $2.40M | 0.17% | −60−0.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,204 | $2.40M | 0.22% | −982−12.0% | Reduced |
| Ballentine Partners, LLC | 7,196 | $2.40M | 0.04% | +113+1.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 7,192 | $2.40M | 1.18% | +77+1.1% | Added |
| Marvin & Palmer Associates Inc | 7,185 | $2.39M | 2.45% | −4,049−36.0% | Reduced |
| Little House Capital LLC | 7,183 | $2.39M | 0.75% | +1,763+32.5% | Added |
| Fox Hill Wealth Management | 7,158 | $2.38M | 1.46% | +4,850+210.1% | Added |
| Legacy Bridge, LLC | 7,136 | $2.38M | 1.40% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 7,236 | $2.38M | 0.80% | +7,236 | New |
| Cozad Asset Management Inc | 7,121 | $2.37M | 0.24% | +145+2.1% | Added |
| Cross Staff Investments Inc | 7,104 | $2.37M | 1.97% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,095 | $2.36M | 0.05% | −925−11.5% | Reduced |
| Triangle Securities Wealth Management | 7,078 | $2.36M | 0.67% | −37−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,040 | $2.35M | 0.16% | −256−3.5% | Reduced |
| Tyche Wealth Partners LLC | 7,038 | $2.34M | 0.57% | +206+3.0% | Added |
| Rollins Financial Advisors, LLC | 7,035 | $2.34M | 0.40% | +84+1.2% | Added |
| Vise Technologies, Inc. | 7,000 | $2.33M | 0.41% | +224+3.3% | Added |
| Quest Investment Management LLC | 6,968 | $2.32M | 0.26% | 00.0% | Unchanged |
| BCM Advisors, LLC | 7,000 | $2.32M | 0.55% | −70−1.0% | Reduced |
| Garrett Investment Advisors LLC | 6,963 | $2.32M | 0.27% | +85+1.2% | Added |
| Fort Point Capital Partners LLC | 6,928 | $2.31M | 0.30% | +37+0.5% | Added |
| Howland Capital Management LLC | 6,921 | $2.31M | 0.11% | −450−6.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,881 | $2.29M | 0.07% | −437−6.0% | Reduced |
| Buckingham Strategic Partners | 6,870 | $2.29M | 0.06% | −4,548−39.8% | Reduced |
| Oarsman Capital, Inc. | 6,829 | $2.27M | 0.50% | +304+4.7% | Added |
| Modera Wealth Management, LLC | 6,820 | $2.27M | 0.03% | −186−2.7% | Reduced |
| Stone Point Wealth LLC | 6,816 | $2.27M | 0.81% | −125−1.8% | Reduced |
| Staley Capital Advisers Inc | 6,800 | $2.27M | 0.10% | −14−0.2% | Reduced |
| NBC Securities, Inc. | 6,794 | $2.26M | 0.21% | +401+6.3% | Added |
| Hilton Capital Management, LLC | 6,783 | $2.26M | 0.19% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,773 | $2.26M | 0.05% | −2,182−24.4% | Reduced |
| Wintrust Investments LLC | 6,721 | $2.24M | 0.18% | −173−2.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,721 | $2.24M | 1.18% | +53+0.8% | Added |
| Arete Wealth Advisors, LLC | 6,751 | $2.24M | 0.18% | +6,751 | New |
| IPG Investment Advisors LLC | 6,704 | $2.23M | 0.49% | +1,947+40.9% | Added |
| Ar Asset Management Inc | 6,700 | $2.23M | 0.54% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,679 | $2.22M | 0.06% | +472+7.6% | Added |
| Axq Capital, LP | 6,676 | $2.22M | 0.52% | +6,676 | New |
| RFG Advisory, LLC | 6,654 | $2.22M | 0.07% | −129−1.9% | Reduced |
| Greenfield Savings Bank | 6,643 | $2.21M | 1.14% | +112+1.7% | Added |
| Nemes Rush Group LLC | 6,639 | $2.21M | 0.30% | −58−0.9% | Reduced |
| Trueblood Wealth Management, LLC | 6,593 | $2.20M | 1.24% | −29−0.4% | Reduced |
| Resources Management Corp | 6,594 | $2.20M | 0.32% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,578 | $2.19M | 0.16% | +284+4.5% | Added |
| Inspire Advisors, LLC | 6,572 | $2.19M | 0.29% | −254−3.7% | Reduced |
| Oak Asset Management, LLC | 6,570 | $2.19M | 0.80% | −75−1.1% | Reduced |
| Affinity Investment Advisors, LLC | 6,563 | $2.19M | 1.64% | +87+1.3% | Added |
| Brighton Jones LLC | 6,535 | $2.18M | 0.07% | +158+2.5% | Added |
| Stonegate Investment Group, LLC | 6,491 | $2.16M | 0.06% | +498+8.3% | Added |
| Horizon Kinetics Asset Management LLC | 6,473 | $2.16M | 0.04% | −200−3.0% | Reduced |
| Vivid Wealth Management, LLC | 6,432 | $2.14M | 1.20% | +2,062+47.2% | Added |
| Diversified Trust Co | 6,427 | $2.14M | 0.06% | −436−6.4% | Reduced |