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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 3,657 | $1.22M | 0.18% | +29+0.8% | Added |
| Intrua Financial, LLC | 3,652 | $1.22M | 0.20% | −1,141−23.8% | Reduced |
| Circle Wealth Management, LLC | 3,641 | $1.21M | 0.03% | −77−2.1% | Reduced |
| Rodgers Brothers Inc. | 3,640 | $1.21M | 0.16% | −70−1.9% | Reduced |
| PFC Capital Group, Inc. | 3,635 | $1.21M | 0.61% | +178+5.1% | Added |
| Raleigh Capital Management Inc. | 3,628 | $1.21M | 0.51% | −606−14.3% | Reduced |
| TCG Advisory Services, LLC | 3,625 | $1.21M | 0.06% | +933+34.7% | Added |
| Wealth Management Partners, LLC | 3,614 | $1.20M | 0.59% | +356+10.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,611 | $1.20M | 0.47% | −740−17.0% | Reduced |
| Thomasville National Bank | 3,598 | $1.20M | 0.10% | −5−0.1% | Reduced |
| US Asset Management LLC | 3,598 | $1.20M | 1.08% | −126−3.4% | Reduced |
| J. W. Coons Advisors, LLC | 3,580 | $1.19M | 0.29% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3,623 | $1.19M | 0.78% | −40−1.1% | Reduced |
| Fort Pitt Capital Group, LLC | 3,576 | $1.19M | 0.04% | +50+1.4% | Added |
| Regal Investment Advisors LLC | 3,576 | $1.19M | 0.08% | −161−4.3% | Reduced |
| Gilbert & Cook, Inc. | 3,570 | $1.19M | 0.17% | −1,508−29.7% | Reduced |
| Berkshire Asset Management LLC | 3,563 | $1.19M | 0.06% | +655+22.5% | Added |
| Boston Research & Management Inc | 3,542 | $1.18M | 0.30% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,537 | $1.18M | 0.08% | +70+2.0% | Added |
| TKG Advisors, LLC | 3,537 | $1.18M | 0.64% | +46+1.3% | Added |
| Covenant Asset Management, LLC | 3,530 | $1.18M | 0.26% | −24−0.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,528 | $1.18M | 0.14% | +6+0.2% | Added |
| SS&H Financial Advisors, Inc. | 3,525 | $1.17M | 0.46% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 3,523 | $1.17M | 0.32% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,519 | $1.17M | 0.14% | −2−0.1% | Reduced |
| Golden State Equity Partners | 3,509 | $1.17M | 0.24% | +3,509 | New |
| Monticello Wealth Management, LLC | 3,508 | $1.17M | 0.11% | +2+0.1% | Added |
| Zega Financial, LLC | 3,504 | $1.17M | 0.42% | +1,187+51.2% | Added |
| Fundamentun, LLC | 3,482 | $1.16M | 0.10% | +90+2.7% | Added |
| HCR Wealth Advisors | 3,479 | $1.16M | 0.17% | −399−10.3% | Reduced |
| Westover Capital Advisors, LLC | 3,471 | $1.16M | 0.30% | +2,202+173.5% | Added |
| Savoie Capital LLC | 3,465 | $1.15M | 0.15% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,457 | $1.15M | 0.53% | −64−1.8% | Reduced |
| Tiemann Investment Advisors, LLC | 3,447 | $1.15M | 0.51% | +10+0.3% | Added |
| AA Financial Advisors, LLC | 3,445 | $1.15M | 0.40% | +112+3.4% | Added |
| Larson Financial Group LLC | 3,445 | $1.15M | 0.08% | +1,906+123.8% | Added |
| Investment Partners, Ltd. | 3,443 | $1.15M | 0.52% | −205−5.6% | Reduced |
| GeoWealth Management, LLC | 3,440 | $1.15M | 0.05% | +792+29.9% | Added |
| Vanguard Capital Wealth Advisors | 3,438 | $1.15M | 0.77% | +4+0.1% | Added |
| Fairview Capital Investment Management, LLC | 3,428 | $1.14M | 0.06% | −100−2.8% | Reduced |
| Perfromance Wealth Partners, LLC | 3,425 | $1.14M | 0.04% | −16,075−82.4% | Reduced |
| Allegheny Financial Group LTD | 3,417 | $1.14M | 0.33% | +105+3.2% | Added |
| Everhart Financial Group, Inc. | 3,406 | $1.13M | 0.29% | +617+22.1% | Added |
| Telos Capital Management, Inc. | 3,396 | $1.13M | 0.13% | −9−0.3% | Reduced |
| DMG Group, LLC | 3,391 | $1.13M | 0.97% | −64−1.9% | Reduced |
| CORDA Investment Management, LLC. | 3,381 | $1.13M | 0.09% | +138+4.3% | Added |
| Alexander Labrunerie & Co., Inc. | 3,380 | $1.13M | 0.60% | −13−0.4% | Reduced |
| Keynote Financial Services LLC | 3,372 | $1.12M | 0.94% | −77−2.2% | Reduced |
| Mendel Money Management | 3,362 | $1.12M | 0.52% | +85+2.6% | Added |
| Advisor OS, LLC | 3,361 | $1.12M | 0.12% | −154−4.4% | Reduced |
| Milestone Asset Management, LLC | 3,361 | $1.12M | 0.28% | +3,361 | New |
| Lakeview Capital Partners, LLC | 3,045 | $1.12M | 0.18% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,341 | $1.11M | 0.11% | −96−2.8% | Reduced |
| Atwood & Palmer Inc | 3,340 | $1.11M | 0.08% | −18−0.5% | Reduced |
| Burford Brothers, Inc. | 3,338 | $1.11M | 0.65% | +1,752+110.5% | Added |
| CIC Wealth, LLC | 3,337 | $1.11M | 0.31% | −49−1.4% | Reduced |
| CTC LLC | 3,334 | $1.11M | 0.08% | +3,334 | New |
| Lakewood Asset Management LLC | 3,331 | $1.11M | 0.77% | −147−4.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,330 | $1.11M | 0.41% | +1,080+48.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,320 | $1.11M | 0.18% | −5−0.2% | Reduced |
| LexAurum Advisors, LLC | 3,313 | $1.10M | 0.27% | +29+0.9% | Added |
| Security Financial Services, INC. | 3,311 | $1.10M | 0.24% | −5−0.2% | Reduced |
| Fiduciary Family Office, LLC | 3,310 | $1.10M | 0.43% | −240−6.8% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $1.10M | 0.31% | −400−10.8% | Reduced |
| Founders Financial Alliance, LLC | 3,288 | $1.10M | 0.32% | −111−3.3% | Reduced |
| Nicolet Bankshares Inc | 3,284 | $1.09M | 0.27% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,280 | $1.09M | 0.06% | +120+3.8% | Added |
| Mainstay Capital Management LLC | 3,277 | $1.09M | 0.19% | +298+10.0% | Added |
| Edge Capital Group, LLC | 3,273 | $1.09M | 0.05% | −27−0.8% | Reduced |
| Traphagen Investment Advisors LLC | 3,266 | $1.09M | 0.12% | +17+0.5% | Added |
| Transcend Wealth Collective, LLC | 3,257 | $1.08M | 0.08% | +348+12.0% | Added |
| Verity Asset Management, Inc. | 3,254 | $1.08M | 0.43% | +1,641+101.7% | Added |
| LVW Advisors, LLC | 3,242 | $1.08M | 0.16% | +555+20.7% | Added |
| Rogco, LP | 3,241 | $1.08M | 0.44% | +158+5.1% | Added |
| Montecito Bank & Trust | 3,235 | $1.08M | 0.22% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,250 | $1.08M | 0.37% | +1,911+142.7% | Added |
| JFS Wealth Advisors, LLC | 3,231 | $1.08M | 0.08% | −161−4.7% | Reduced |
| Auxier Asset Management | 3,230 | $1.08M | 0.17% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 3,223 | $1.07M | 0.89% | −275−7.9% | Reduced |
| Wilkins Investment Counsel Inc | 3,220 | $1.07M | 0.16% | +185+6.1% | Added |
| King Wealth | 3,218 | $1.07M | 0.18% | +31+1.0% | Added |
| Rooted Wealth Advisors, Inc. | 3,002 | $1.07M | 0.47% | −685−18.6% | Reduced |
| BTG Pactual Asset Management US LLC | 3,206 | $1.07M | 0.27% | +3,206 | New |
| TD Private Client Wealth LLC | 3,202 | $1.07M | 0.03% | +118+3.8% | Added |
| Manchester Capital Management LLC | 3,192 | $1.06M | 0.13% | +259+8.8% | Added |
| Wealth Quarterback LLC | 3,189 | $1.06M | 0.60% | −193−5.7% | Reduced |
| Colonial Trust Co | 3,188 | $1.06M | 0.19% | 00.0% | Unchanged |
| Gleason Group, Inc. | 3,184 | $1.06M | 0.22% | +12+0.4% | Added |
| Inscription Capital, LLC | 3,175 | $1.06M | 0.17% | −557−14.9% | Reduced |
| Archer Investment Corp | 3,175 | $1.06M | 0.31% | +320+11.2% | Added |
| Grimes & Company, Inc. | 3,174 | $1.06M | 0.03% | +84+2.7% | Added |
| Nebula Research & Development LLC | 3,171 | $1.06M | 0.17% | +3,171 | New |
| Aspire Private Capital, LLC | 3,170 | $1.06M | 0.27% | +211+7.1% | Added |
| SignalPoint Asset Management, LLC | 3,169 | $1.06M | 0.28% | +10.0% | Added |
| Pensionmark Financial Group, LLC | 3,169 | $1.06M | 0.07% | +3,169 | New |
| Taurus Asset Management, LLC | 3,158 | $1.05M | 0.11% | −100−3.1% | Reduced |
| Monograph Wealth Advisors, LLC | 3,157 | $1.05M | 0.15% | +3,157 | New |
| Provenance Wealth Advisors, LLC | 3,143 | $1.05M | 0.15% | −25−0.8% | Reduced |
| Rossmore Private Capital | 3,126 | $1.04M | 0.14% | −95−2.9% | Reduced |
| Compass Ion Advisors, LLC | 2,839 | $1.04M | 0.15% | 00.0% | Unchanged |