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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 6,420 | $2.14M | 0.10% | −15,492−70.7% | Reduced |
| Cascade Investment Advisors, Inc. | 6,410 | $2.14M | 1.44% | −440−6.4% | Reduced |
| WealthPLAN Partners, LLC | 6,403 | $2.13M | 0.23% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,401 | $2.13M | 0.31% | +173+2.8% | Added |
| Ritholtz Wealth Management | 6,393 | $2.13M | 0.07% | −195−3.0% | Reduced |
| Farther Finance Advisors, LLC | 6,463 | $2.13M | 0.10% | +503+8.4% | Added |
| Massachusetts Wealth Management | 6,377 | $2.12M | 1.43% | −125−1.9% | Reduced |
| Atlas Brown,Inc. | 6,374 | $2.12M | 0.76% | −907−12.5% | Reduced |
| Arkadios Wealth Advisors | 6,370 | $2.12M | 0.14% | +831+15.0% | Added |
| Advanced Portfolio Management, LLC | 6,367 | $2.12M | 1.46% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,366 | $2.12M | 0.07% | −295−4.4% | Reduced |
| Good Life Advisors, LLC | 6,355 | $2.12M | 0.17% | +60+1.0% | Added |
| Wilson & Boucher Capital Management, LLC | 6,312 | $2.10M | 1.61% | +25+0.4% | Added |
| Fairhaven Wealth Management, LLC | 6,292 | $2.10M | 0.69% | +6,292 | New |
| Edmond de Rothschild Holding S.A. | 6,286 | $2.09M | 0.04% | −4,745−43.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,284 | $2.09M | 0.03% | −12−0.2% | Reduced |
| Perkins Coie Trust Co | 6,278 | $2.09M | 0.49% | +5,267+521.0% | Added |
| Foundations Investment Advisors, LLC | 6,275 | $2.09M | 0.05% | −1,259−16.7% | Reduced |
| Slagle Financial, LLC | 6,267 | $2.09M | 1.07% | +376+6.4% | Added |
| Eisler Capital (UK) Ltd. | 6,260 | $2.09M | 0.68% | +6,260 | New |
| Permanent Capital Management, LP | 5,369 | $2.08M | 0.44% | +5,369 | New |
| Ramirez Asset Management, Inc. | 6,238 | $2.08M | 0.42% | −550−8.1% | Reduced |
| Symphony Financial, Ltd. Co. | 6,329 | $2.07M | 0.38% | +4,159+191.7% | Added |
| Wedmont Private Capital | 6,174 | $2.07M | 0.13% | −300−4.6% | Reduced |
| Forum Financial Management, LP | 6,210 | $2.07M | 0.04% | +20+0.3% | Added |
| Weaver Capital Management LLC | 6,200 | $2.07M | 0.66% | −1,465−19.1% | Reduced |
| Zurich Insurance Group Ltd | 6,200 | $2.07M | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,188 | $2.06M | 0.16% | −35−0.6% | Reduced |
| St Germain D J Co Inc | 6,185 | $2.06M | 0.10% | −419−6.3% | Reduced |
| Mirabaud & Cie SA | 6,158 | $2.05M | 0.69% | −275−4.3% | Reduced |
| Mattern Wealth Management LLC | 6,150 | $2.05M | 0.49% | +450+7.9% | Added |
| Insight Wealth Strategies, LLC | 6,124 | $2.04M | 0.29% | +301+5.2% | Added |
| Coastline Trust Co | 6,105 | $2.03M | 0.24% | +15+0.2% | Added |
| Catalyst Funds Management Pty Ltd | 6,100 | $2.03M | 0.54% | +5,800+1,933.3% | Added |
| Eads & Heald Wealth Management | 6,091 | $2.03M | 0.98% | −113−1.8% | Reduced |
| Stoneridge Investment Partners LLC | 6,091 | $2.03M | 0.77% | +6,091 | New |
| Prosperity Consulting Group, LLC | 6,080 | $2.03M | 0.27% | −681−10.1% | Reduced |
| Sherbrooke Park Advisers LLC | 6,070 | $2.02M | 0.35% | +5,178+580.5% | Added |
| Essex Savings Bank | 6,058 | $2.02M | 0.54% | +6+0.1% | Added |
| Osborne Partners Capital Management, LLC | 6,052 | $2.02M | 0.12% | −80−1.3% | Reduced |
| Watershed Private Wealth LLC | 6,046 | $2.01M | 0.86% | −139−2.2% | Reduced |
| Biltmore Family Office, LLC | 6,028 | $2.01M | 0.37% | +1,630+37.1% | Added |
| Crown Oak Advisors, LLC | 6,000 | $2.00M | 1.13% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,997 | $2.00M | 0.27% | +841+16.3% | Added |
| Gen-Wealth Partners Inc | 5,986 | $1.99M | 0.96% | −202−3.3% | Reduced |
| Schear Investment Advisers, LLC | 5,981 | $1.99M | 1.44% | +465+8.4% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 5,980 | $1.99M | 2.95% | +1,703+39.8% | Added |
| AXS Investments LLC | 5,979 | $1.99M | 0.55% | −172−2.8% | Reduced |
| Keudell/Morrison Wealth Management | 5,972 | $1.99M | 0.58% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 5,970 | $1.99M | 1.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,962 | $1.99M | 0.00% | −1,501−20.1% | Reduced |
| Kovack Advisors, Inc. | 5,960 | $1.99M | 0.22% | +689+13.1% | Added |
| Bragg Financial Advisors, Inc | 5,945 | $1.98M | 0.09% | −77−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 5,940 | $1.98M | 0.05% | −9,000−60.2% | Reduced |
| Eagle Rock Investment Company, LLC | 5,925 | $1.97M | 0.36% | 00.0% | Unchanged |
| Haverford Trust Co | 5,921 | $1.97M | 0.02% | −287−4.6% | Reduced |
| Charles Schwab Trust Co | 5,896 | $1.96M | 0.18% | +74+1.3% | Added |
| Csenge Advisory Group | 5,887 | $1.96M | 0.11% | +203+3.6% | Added |
| Westwood Holdings Group Inc. | 5,843 | $1.95M | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,837 | $1.94M | 0.36% | +430+8.0% | Added |
| Benedict Financial Advisors Inc | 5,822 | $1.94M | 0.49% | −12−0.2% | Reduced |
| Naviter Wealth, LLC | 5,811 | $1.94M | 0.29% | +57+1.0% | Added |
| Cottage Street Advisors LLC | 5,767 | $1.92M | 1.14% | +11+0.2% | Added |
| Syon Capital LLC | 5,735 | $1.91M | 0.18% | +98+1.7% | Added |
| WBH Advisory Inc | 5,722 | $1.91M | 0.19% | +38+0.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,709 | $1.90M | 1.57% | −12−0.2% | Reduced |
| Bridges Investment Management Inc | 5,705 | $1.90M | 0.03% | +3,170+125.0% | Added |
| Nations Financial Group Inc, | 5,681 | $1.89M | 0.15% | +42+0.7% | Added |
| Rockland Trust Co | 5,681 | $1.89M | 0.10% | −76−1.3% | Reduced |
| Spreng Capital Management, Inc. | 5,681 | $1.89M | 0.98% | −131−2.3% | Reduced |
| Advisors Management Group Inc | 5,668 | $1.89M | 0.47% | +120+2.2% | Added |
| Beaton Management Co. Inc. | 5,653 | $1.88M | 1.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 5,649 | $1.88M | 0.74% | +3,685+187.6% | Added |
| Weatherly Asset Management L. P. | 5,641 | $1.88M | 0.17% | −1,195−17.5% | Reduced |
| Investment House LLC | 5,623 | $1.87M | 0.11% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,622 | $1.87M | 0.24% | +21+0.4% | Added |
| Parkside Financial Bank & Trust | 5,614 | $1.87M | 0.29% | +8+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 5,574 | $1.86M | 0.14% | +10.0% | Added |
| HHM Wealth Advisors, LLC | 5,565 | $1.85M | 0.28% | +2,027+57.3% | Added |
| Concord Asset Management, LLC | 5,564 | $1.85M | 0.46% | +608+12.3% | Added |
| Great Lakes Retirement, Inc. | 5,557 | $1.85M | 0.25% | +473+9.3% | Added |
| Intellectus Partners, LLC | 5,554 | $1.85M | 0.50% | −313−5.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,537 | $1.84M | 0.70% | −44−0.8% | Reduced |
| LGT Group Foundation | 5,525 | $1.84M | 0.03% | −825−13.0% | Reduced |
| Alaethes Wealth LLC | 5,517 | $1.84M | 0.76% | +74+1.4% | Added |
| Fairfield Financial Advisors, LTD | 5,515 | $1.84M | 0.66% | +5,515 | New |
| Connecticut Wealth Management, LLC | 5,500 | $1.83M | 0.09% | −10.0% | Reduced |
| CFM Wealth Partners LLC | 5,488 | $1.83M | 0.34% | −100−1.8% | Reduced |
| Indiana Trust & Investment Management CO | 5,480 | $1.83M | 0.67% | +64+1.2% | Added |
| Sonora Investment Management Group, LLC | 4,977 | $1.82M | 0.14% | 00.0% | Unchanged |
| True North Advisors, LLC | 5,455 | $1.82M | 0.49% | −40−0.7% | Reduced |
| CMT Capital Markets Trading GmbH | 5,428 | $1.81M | 0.51% | +5,428 | New |
| Bahl & Gaynor Inc | 5,421 | $1.81M | 0.01% | +924+20.5% | Added |
| Legacy Capital Group California, Inc. | 5,410 | $1.80M | 0.65% | −68−1.2% | Reduced |
| International Assets Investment Management, LLC | 5,391 | $1.80M | 0.17% | +211+4.1% | Added |
| Strategic Advisors LLC | 5,378 | $1.79M | 0.35% | +10.0% | Added |
| Greater Midwest Financial Group, LLC | 5,298 | $1.79M | 1.13% | −2,745−34.1% | Reduced |
| Patton Albertson Miller Group, LLC | 5,334 | $1.78M | 0.25% | +3,090+137.7% | Added |
| Blueshift Asset Management, LLC | 5,333 | $1.78M | 0.60% | +3,731+232.9% | Added |
| Sargent Investment Group, LLC | 5,329 | $1.78M | 0.36% | +635+13.5% | Added |