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 |
|---|---|---|---|---|---|
| CNB Bank | 5,321 | $1.77M | 0.85% | +2,147+67.6% | Added |
| Cladis Investment Advisory, LLC | 5,314 | $1.77M | 1.28% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,314 | $1.77M | 0.17% | −422−7.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,307 | $1.77M | 0.27% | +190+3.7% | Added |
| RMB Capital Management, LLC | 5,299 | $1.77M | 0.04% | −185−3.4% | Reduced |
| Guardian Investment Management | 5,287 | $1.76M | 1.28% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,282 | $1.76M | 0.27% | +608+13.0% | Added |
| ARS Wealth Advisors Group, LLC | 5,280 | $1.76M | 0.23% | +10.0% | Added |
| Old Mission Investment Co LLC | 5,253 | $1.75M | 0.57% | +102+2.0% | Added |
| Wealth Group, Ltd. | 5,247 | $1.75M | 1.25% | −45−0.9% | Reduced |
| Chilton Capital Management LLC | 5,244 | $1.75M | 0.08% | −136−2.5% | Reduced |
| Cookson Peirce & Co Inc | 5,233 | $1.74M | 0.08% | −39−0.7% | Reduced |
| Papp L Roy & Associates | 5,232 | $1.74M | 0.21% | −200−3.7% | Reduced |
| West Oak Capital, LLC | 5,227 | $1.74M | 0.70% | −60−1.1% | Reduced |
| Exencial Wealth Advisors, LLC | 5,224 | $1.74M | 0.07% | +20+0.4% | Added |
| Northern Financial Advisors Inc | 5,198 | $1.73M | 1.39% | +79+1.5% | Added |
| PFG Investments, LLC | 5,187 | $1.73M | 0.12% | +229+4.6% | Added |
| Garrison Point Advisors, LLC | 5,180 | $1.73M | 1.14% | +45+0.9% | Added |
| Cooper Financial Group | 5,175 | $1.72M | 0.25% | +453+9.6% | Added |
| First Trust Investment Solutions L.P. | 5,149 | $1.72M | 0.24% | +3,190+162.8% | Added |
| Trust Point Inc. | 5,136 | $1.71M | 0.14% | −103−2.0% | Reduced |
| Allen Wealth Management, LLC | 5,080 | $1.69M | 1.51% | −103−2.0% | Reduced |
| Proequities, Inc. | 5,069 | $1.69M | 0.11% | −295−5.5% | Reduced |
| Cigna Investments Inc | 5,068 | $1.69M | 0.32% | −333−6.2% | Reduced |
| Courier Capital LLC | 5,047 | $1.68M | 0.13% | −219−4.2% | Reduced |
| JT Stratford LLC | 5,036 | $1.68M | 0.31% | −622−11.0% | Reduced |
| Accurate Wealth Management, LLC | 4,841 | $1.67M | 0.40% | −541−10.1% | Reduced |
| Symmetry Partners, LLC | 5,020 | $1.67M | 0.09% | −1,029−17.0% | Reduced |
| Garde Capital, Inc. | 5,021 | $1.67M | 0.12% | −55−1.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5,019 | $1.67M | 0.71% | +8+0.2% | Added |
| SOL Capital Management CO | 5,017 | $1.67M | 0.20% | −135−2.6% | Reduced |
| Counterweight Ventures, LLC | 4,997 | $1.66M | 1.26% | +258+5.4% | Added |
| GYL Financial Synergies, LLC | 4,981 | $1.66M | 0.13% | −503−9.2% | Reduced |
| Opes Wealth Management LLC | 4,978 | $1.66M | 0.35% | +20.0% | Added |
| Princeton Capital Management LLC | 4,973 | $1.66M | 0.54% | −66−1.3% | Reduced |
| Horizon Investments, LLC | 4,984 | $1.65M | 0.05% | −234−4.5% | Reduced |
| Harbor Group, Inc. | 4,956 | $1.65M | 0.42% | +4,956 | New |
| Aaron Wealth Advisors | 4,942 | $1.65M | 0.23% | +221+4.7% | Added |
| Stratos Wealth Advisors, LLC | 4,933 | $1.64M | 0.08% | +945+23.7% | Added |
| Emprise Bank | 4,897 | $1.63M | 1.01% | −23−0.5% | Reduced |
| Trustmark National Bank Trust Department | 4,892 | $1.63M | 0.13% | +483+11.0% | Added |
| Institute for Wealth Management, LLC. | 4,891 | $1.63M | 0.22% | +137+2.9% | Added |
| Douglas Lane & Associates, LLC | 4,867 | $1.62M | 0.02% | −10−0.2% | Reduced |
| SevenBridge Financial Group, LLC | 4,964 | $1.62M | 0.36% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,863 | $1.62M | 0.41% | +133+2.8% | Added |
| High Falls Advisors, Inc | 4,862 | $1.62M | 0.39% | +374+8.3% | Added |
| Redwood Investment Management, LLC | 4,965 | $1.62M | 0.14% | +135+2.8% | Added |
| Diamant Asset Management, Inc. | 4,858 | $1.62M | 1.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,852 | $1.62M | 0.17% | +79+1.7% | Added |
| Pinnacle West Asset Management, Inc. | 4,850 | $1.62M | 1.26% | −25−0.5% | Reduced |
| Ingalls & Snyder LLC | 4,845 | $1.61M | 0.07% | +200+4.3% | Added |
| Beacon Investment Advisors LLC | 4,842 | $1.61M | 0.82% | +52+1.1% | Added |
| Cyndeo Wealth Partners, LLC | 4,838 | $1.61M | 0.13% | +1,047+27.6% | Added |
| FinTrust Capital Advisors, LLC | 4,822 | $1.61M | 0.30% | −238−4.7% | Reduced |
| Wealthspire Advisors, LLC | 4,812 | $1.60M | 0.02% | −72−1.5% | Reduced |
| Optimum Investment Advisors | 4,798 | $1.60M | 0.72% | −10−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,791 | $1.60M | 0.17% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,789 | $1.60M | 0.12% | +40+0.8% | Added |
| Schechter Investment Advisors, LLC | 4,786 | $1.59M | 0.12% | −73−1.5% | Reduced |
| Founders Financial Securities LLC | 4,778 | $1.59M | 0.15% | +1,109+30.2% | Added |
| Applied Finance Capital Management, LLC | 4,777 | $1.59M | 0.07% | +4,777 | New |
| Diligent Investors, LLC | 4,773 | $1.59M | 0.39% | +89+1.9% | Added |
| Waldron Private Wealth LLC | 4,771 | $1.59M | 0.07% | +49+1.0% | Added |
| Crawford Investment Counsel Inc | 4,759 | $1.59M | 0.03% | +500+11.7% | Added |
| Donaldson Capital Management, LLC | 4,749 | $1.58M | 0.07% | −5,591−54.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,747 | $1.58M | 0.09% | +4,085+617.1% | Added |
| XML Financial, LLC | 4,735 | $1.58M | 0.16% | +5+0.1% | Added |
| Clark Capital Management Group, Inc. | 4,725 | $1.57M | 0.01% | −281−5.6% | Reduced |
| Journey Advisory Group, LLC | 4,706 | $1.57M | 0.19% | −100−2.1% | Reduced |
| Motiv8 Investments LLC | 4,699 | $1.57M | 1.16% | −322−6.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.56M | 0.74% | −100−2.1% | Reduced |
| Farmers Trust Co | 4,656 | $1.55M | 0.31% | −19−0.4% | Reduced |
| Boston Family Office LLC | 4,652 | $1.55M | 0.11% | −229−4.7% | Reduced |
| Hohimer Wealth Management, LLC | 4,638 | $1.54M | 0.36% | +2,880+163.8% | Added |
| Portside Wealth Group, LLC | 4,637 | $1.54M | 0.29% | −61−1.3% | Reduced |
| Flaharty Asset Management, LLC | 4,637 | $1.54M | 0.23% | 00.0% | Unchanged |
| Cypress Capital Group | 4,631 | $1.54M | 0.18% | −115−2.4% | Reduced |
| Avidian Wealth Solutions, LLC | 4,603 | $1.53M | 0.07% | −1,058−18.7% | Reduced |
| Blue Chip Partners, Inc. | 4,602 | $1.53M | 0.14% | −8−0.2% | Reduced |
| Clarius Group, LLC | 4,595 | $1.53M | 0.11% | −163−3.4% | Reduced |
| Privium Fund Management (UK) Ltd | 4,655 | $1.53M | 0.59% | +4,655 | New |
| Roman Butler Fullerton & Co | 4,642 | $1.52M | 0.49% | +352+8.2% | Added |
| MONECO Advisors, LLC | 4,570 | $1.52M | 0.22% | +572+14.3% | Added |
| Cornerstone Wealth Group, LLC | 4,568 | $1.52M | 0.14% | +84+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,557 | $1.52M | 0.16% | +954+26.5% | Added |
| Coastal Investment Advisors, Inc. | 4,547 | $1.51M | 0.30% | +173+4.0% | Added |
| Centaurus Financial, Inc. | 4,535 | $1.51M | 0.10% | +2,063+83.5% | Added |
| Westhampton Capital, LLC | 4,510 | $1.50M | 0.81% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 4,498 | $1.50M | 0.47% | −151−3.2% | Reduced |
| Strategic Investment Advisors | 4,485 | $1.49M | 0.18% | −40−0.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 4,484 | $1.49M | 0.37% | +100+2.3% | Added |
| Probity Advisors, Inc. | 4,480 | $1.49M | 0.31% | −566−11.2% | Reduced |
| ORG Partners LLC | 4,520 | $1.49M | 0.19% | +3,886+612.9% | Added |
| Old West Investment Management, LLC | 4,458 | $1.48M | 0.65% | +4,458 | New |
| Widmann Financial Services, Inc. | 4,451 | $1.48M | 1.21% | −51−1.1% | Reduced |
| Washington Trust Co | 4,451 | $1.48M | 0.05% | −10.0% | Reduced |
| Charter Research & Investment Group, Inc. | 4,450 | $1.48M | 1.17% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 4,432 | $1.48M | 0.04% | −235−5.0% | Reduced |
| RS Crum Inc. | 4,430 | $1.48M | 0.39% | +105+2.4% | Added |
| Tower Bridge Advisors | 4,405 | $1.47M | 0.16% | −300−6.4% | Reduced |