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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 3,120 | $1.04M | 0.49% | +110+3.7% | Added |
| Davis R M Inc | 3,119 | $1.04M | 0.02% | −288−8.5% | Reduced |
| Menard Financial Group LLC | 3,112 | $1.04M | 0.74% | −11−0.4% | Reduced |
| First Foundation Advisors | 3,100 | $1.03M | 0.04% | −761−19.7% | Reduced |
| Benin Management CORP | 3,098 | $1.03M | 0.31% | +50+1.6% | Added |
| WMS Partners, LLC | 3,095 | $1.03M | 0.07% | +17+0.6% | Added |
| E Fund Management Co., Ltd. | 3,091 | $1.03M | 0.06% | +2,321+301.4% | Added |
| Costello Asset Management, INC | 3,083 | $1.03M | 0.77% | −25−0.8% | Reduced |
| Gray Wealth Management Inc. | 3,081 | $1.03M | 0.44% | +10.0% | Added |
| Magnus Financial Group LLC | 3,080 | $1.03M | 0.12% | −190−5.8% | Reduced |
| Concentric Wealth Management, LLC | 3,075 | $1.02M | 0.27% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,074 | $1.02M | 0.51% | −154−4.8% | Reduced |
| Uncommon Cents Investing LLC | 3,065 | $1.02M | 0.32% | +25+0.8% | Added |
| WealthTrust Asset Management, LLC | 3,061 | $1.02M | 0.74% | −120−3.8% | Reduced |
| FCG Investment Co | 3,060 | $1.02M | 0.77% | +133+4.5% | Added |
| Hazlett, Burt & Watson, Inc. | 3,055 | $1.02M | 0.52% | +103+3.5% | Added |
| Valmark Advisers, Inc. | 3,051 | $1.02M | 0.02% | +228+8.1% | Added |
| Journey Strategic Wealth LLC | 3,049 | $1.02M | 0.04% | +1,091+55.7% | Added |
| Geller Advisors LLC | 3,047 | $1.01M | 0.08% | +41+1.4% | Added |
| Lion Street Advisors, LLC | 3,040 | $1.01M | 0.37% | −53−1.7% | Reduced |
| Capital Advisors Inc | 3,034 | $1.01M | 0.02% | +249+8.9% | Added |
| Washburn Capital Management, Inc. | 3,032 | $1.01M | 0.72% | −105−3.3% | Reduced |
| Mechanics Financial Corp | 3,031 | $1.01M | 0.52% | +15+0.5% | Added |
| Abacus Planning Group, Inc. | 3,019 | $1.01M | 0.20% | +251+9.1% | Added |
| Constitution Capital LLC | 3,018 | $1.01M | 0.53% | +1,018+50.9% | Added |
| Texas Yale Capital Corp. | 3,003 | $1.00M | 0.05% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,000 | $999.3K | 0.30% | −250−7.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $999.3K | 0.31% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,999 | $998.8K | 0.12% | −97−3.1% | Reduced |
| Wolverine Asset Management LLC | 2,998 | $998.6K | 0.02% | +2,998 | New |
| Visionary Wealth Advisors | 2,990 | $996.1K | 0.07% | −89−2.9% | Reduced |
| Avestar Capital, LLC | 2,989 | $995.6K | 0.11% | +713+31.3% | Added |
| Bath Savings Trust Co | 2,984 | $994.0K | 0.11% | −55−1.8% | Reduced |
| Gladius Capital Management LP | 2,983 | $993.6K | 0.99% | +2,797+1,503.8% | Added |
| Morse Asset Management, Inc | 2,974 | $991.0K | 0.24% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,973 | $990.3K | 0.41% | −1,431−32.5% | Reduced |
| CMG Global Holdings, LLC | 2,968 | $988.6K | 0.65% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,955 | $984.0K | 0.19% | −83−2.7% | Reduced |
| Sawgrass Asset Management LLC | 2,953 | $983.6K | 0.11% | −147−4.7% | Reduced |
| KLCM Advisors, Inc. | 2,944 | $980.7K | 0.12% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,942 | $980.0K | 0.28% | −33−1.1% | Reduced |
| Harfst & Associates, Inc. | 2,941 | $979.6K | 0.23% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,938 | $978.7K | 0.06% | +2,938 | New |
| McKinley Capital Management LLC /Delaware | 2,938 | $978.6K | 0.17% | −521−15.1% | Reduced |
| South State Corp. | 2,936 | $978.0K | 0.07% | +20+0.7% | Added |
| Peoples Financial Services Corp. | 2,928 | $975.3K | 0.44% | +9+0.3% | Added |
| Clarus Wealth Advisors | 2,967 | $974.6K | 0.52% | +118+4.1% | Added |
| Financial Management Network Inc | 2,937 | $964.5K | 0.23% | +201+7.3% | Added |
| Ci Investments Inc. | 2,895 | $964.0K | 0.00% | +378+15.0% | Added |
| Skopos Labs, Inc. | 2,649 | $963.5K | 0.41% | 00.0% | Unchanged |
| Well Done, LLC | 2,890 | $962.7K | 0.20% | −36−1.2% | Reduced |
| RFP Financial Group LLC | 2,880 | $959.4K | 0.36% | −528−15.5% | Reduced |
| Diversify Advisory Services, LLC | 2,941 | $959.1K | 0.05% | +394+15.5% | Added |
| Farmers National Bank | 2,878 | $958.7K | 0.29% | −104−3.5% | Reduced |
| Sentinus, LLC | 2,877 | $958.3K | 0.31% | +81+2.9% | Added |
| Ironwood Investment Counsel, LLC | 2,875 | $957.8K | 0.17% | +7+0.2% | Added |
| Toth Financial Advisory Corp | 2,875 | $957.7K | 0.12% | −2−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,871 | $956.3K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,869 | $955.4K | 0.11% | −240−7.7% | Reduced |
| Stableford Capital II LLC | 2,657 | $950.7K | 0.37% | +212+8.7% | Added |
| Verus Capital Partners, LLC | 2,839 | $945.8K | 0.10% | +242+9.3% | Added |
| Texas Capital Bancshares Inc | 2,833 | $943.7K | 0.39% | 00.0% | Unchanged |
| Ballast, Inc. | 2,829 | $942.3K | 0.29% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,182 | $940.8K | 0.19% | −555−14.9% | Reduced |
| Ballast Advisors LLC | 2,811 | $936.3K | 0.30% | −39−1.4% | Reduced |
| Capstone Financial Advisors, Inc. | 2,807 | $934.9K | 0.06% | −17−0.6% | Reduced |
| Drive Wealth Management, LLC | 2,805 | $934.3K | 0.25% | +69+2.5% | Added |
| Vectors Research Management, LLC | 2,804 | $934.0K | 0.29% | −63−2.2% | Reduced |
| Peavine Capital, LLC | 2,800 | $932.7K | 0.24% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,797 | $931.8K | 0.04% | −566−16.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,795 | $931.1K | 0.17% | +3+0.1% | Added |
| BlueSky Wealth Advisors, LLC | 2,794 | $930.7K | 0.16% | +288+11.5% | Added |
| Threadgill Financial, LLC | 2,794 | $930.6K | 0.44% | −193−6.5% | Reduced |
| Sittner & Nelson, LLC | 2,787 | $928.2K | 0.46% | +2+0.1% | Added |
| Girard Partners Ltd. | 2,781 | $926.5K | 0.09% | +10.0% | Added |
| Curated Wealth Partners LLC | 2,781 | $926.4K | 0.13% | +2,781 | New |
| Hudson Valley Investment Advisors Inc | 3,161 | $923.8K | 0.12% | +552+21.2% | Added |
| Patriot Investment Management Inc. | 2,772 | $923.2K | 0.07% | +9+0.3% | Added |
| First Command Advisory Services, Inc. | 2,770 | $922.7K | 0.01% | −16−0.6% | Reduced |
| Creekside Partners | 2,770 | $922.7K | 0.51% | +2,770 | New |
| Somerville Kurt F | 2,765 | $921.0K | 0.16% | −95−3.3% | Reduced |
| NVWM, LLC | 2,758 | $918.7K | 0.24% | +41+1.5% | Added |
| Astoria Portfolio Advisors LLC. | 2,757 | $918.4K | 0.33% | +97+3.6% | Added |
| CX Institutional | 2,756 | $918.1K | 0.04% | +25+0.9% | Added |
| Heartwood Wealth Advisors LLC | 2,754 | $917.4K | 0.11% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 2,750 | $916.0K | 0.60% | 00.0% | Unchanged |
| Key Financial Inc | 2,742 | $913.4K | 0.22% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,729 | $909.1K | 0.55% | +6+0.2% | Added |
| Fortress Wealth Group, LLC | 2,641 | $908.8K | 0.46% | +333+14.4% | Added |
| Joel Isaacson & Co., LLC | 2,726 | $908.0K | 0.05% | −7−0.3% | Reduced |
| Smartleaf Asset Management LLC | 2,770 | $907.3K | 0.15% | +485+21.2% | Added |
| Nabity-Jensen Investment Management Inc | 2,715 | $904.4K | 0.74% | +151+5.9% | Added |
| ABN AMRO Bank N.V. | 2,692 | $903.8K | 0.01% | 00.0% | Unchanged |
| Puzo Michael J | 2,710 | $902.7K | 0.25% | −440−14.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,710 | $902.7K | 0.15% | +60+2.3% | Added |
| Wealth Effects LLC | 2,710 | $902.6K | 0.33% | −499−15.6% | Reduced |
| Legacy Advisors, LLC | 2,708 | $902.0K | 0.11% | −1,718−38.8% | Reduced |
| Epoch Investment Partners, Inc. | 2,705 | $901.0K | 0.00% | +19+0.7% | Added |
| Keel Point, LLC | 2,657 | $900.3K | 0.08% | +273+11.5% | Added |
| Waycross Partners, LLC | 2,700 | $899.4K | 0.14% | 00.0% | Unchanged |