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 |
|---|---|---|---|---|---|
| Versor Investments LP | 2,700 | $899.4K | 0.17% | +2,700 | New |
| Ostrum Asset Management | 2,695 | $897.7K | 0.08% | −976−26.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,694 | $897.4K | 0.52% | −40−1.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,675 | $891.0K | 0.31% | +570+27.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,470 | $890.6K | 0.01% | +1,400+130.8% | Added |
| Hancock Whitney Corp | 2,670 | $889.4K | 0.03% | −131−4.7% | Reduced |
| Capital Planning Advisors, LLC | 2,661 | $886.4K | 0.15% | +329+14.1% | Added |
| Ancora Advisors, LLC | 2,660 | $886.1K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,659 | $885.7K | 0.20% | +1,309+97.0% | Added |
| Redwood Wealth Management Group, LLC | 2,653 | $883.7K | 0.67% | −23−0.9% | Reduced |
| Cypress Asset Management Inc | 2,550 | $882.7K | 0.23% | +420+19.7% | Added |
| Harbor Investment Advisory, LLC | 2,647 | $881.7K | 0.09% | +152+6.1% | Added |
| Van Strum & Towne Inc. | 2,645 | $881.0K | 0.32% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 2,643 | $880.4K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 2,636 | $878.1K | 0.28% | +31+1.2% | Added |
| Marex Group plc | 2,634 | $877.4K | 0.02% | +571+27.7% | Added |
| Live Oak Investment Partners | – | $877.1K | 0.73% | – | New |
| RDA Financial Network | 2,626 | $874.8K | 0.29% | −162−5.8% | Reduced |
| Stiles Financial Services Inc | 2,624 | $874.7K | 0.34% | +3+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,625 | $874.5K | 0.20% | +5+0.2% | Added |
| Aspiriant, LLC | 2,620 | $872.9K | 0.04% | −269−9.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,597 | $865.1K | 0.74% | +7+0.3% | Added |
| Cahill Financial Advisors Inc | 2,595 | $864.3K | 0.12% | −110−4.1% | Reduced |
| Northstar Group, Inc. | 2,586 | $861.5K | 0.16% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,579 | $859.2K | 0.36% | +9+0.4% | Added |
| Titleist Asset Management, LLC | 2,577 | $858.3K | 0.13% | +13+0.5% | Added |
| Quadcap Wealth Management, LLC | 2,575 | $858.0K | 0.16% | −77−2.9% | Reduced |
| Windsor Capital Management, LLC | 2,575 | $857.7K | 0.27% | −52−2.0% | Reduced |
| White Lighthouse Investment Management Inc. | 2,571 | $856.4K | 0.17% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 2,563 | $853.7K | 0.39% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,562 | $853.4K | 0.09% | −98−3.7% | Reduced |
| Heck Capital Advisors, LLC | 2,562 | $853.4K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,556 | $851.4K | 0.04% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,577 | $848.1K | 0.28% | +4+0.2% | Added |
| E&G Advisors, LP | 2,542 | $846.7K | 0.25% | +130+5.4% | Added |
| Sax Wealth Advisors, LLC | 2,538 | $845.4K | 0.08% | +1,888+290.5% | Added |
| Armstrong Advisory Group, Inc | 2,530 | $842.9K | 0.07% | −8−0.3% | Reduced |
| Ted Buchan & Co | 2,512 | $836.7K | 0.45% | −90−3.5% | Reduced |
| Woodmont Investment Counsel LLC | 2,509 | $835.7K | 0.07% | −2,710−51.9% | Reduced |
| Sippican Capital Advisors | 2,500 | $832.8K | 0.66% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,500 | $832.8K | 0.36% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $832.8K | 0.62% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 2,500 | $832.8K | 0.72% | +2,500 | New |
| Bill Few Associates, Inc. | 2,490 | $829.3K | 0.32% | −269−9.7% | Reduced |
| Premier Path Wealth Partners, LLC | 2,486 | $828.1K | 0.14% | +74+3.1% | Added |
| Richwood Investment Advisors, LLC | 2,485 | $827.8K | 0.73% | +315+14.5% | Added |
| Clarus Group, Inc. | 2,484 | $827.3K | 0.37% | −317−11.3% | Reduced |
| Cidel Asset Management Inc | 2,471 | $823.1K | 0.06% | −167−6.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,467 | $821.7K | 0.50% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,466 | $821.4K | 0.17% | −12−0.5% | Reduced |
| CVA Family Office, LLC | 2,465 | $820.9K | 0.15% | −469−16.0% | Reduced |
| KKM Financial LLC | 2,575 | $820.9K | 0.39% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,463 | $820.5K | 0.18% | −169−6.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,400 | $820.1K | 0.32% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,461 | $819.7K | 0.58% | −392−13.7% | Reduced |
| Carret Asset Management, LLC | 2,460 | $819.5K | 0.10% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,445 | $814.5K | 0.31% | +201+9.0% | Added |
| L.M. Kohn & Company | 2,441 | $812.9K | 0.22% | +462+23.3% | Added |
| Seelaus Asset Management LLC | 2,438 | $812.1K | 0.82% | −40−1.6% | Reduced |
| Trillium Asset Management, LLC | 2,434 | $811.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,428 | $811.0K | 0.14% | +10.0% | Added |
| Claris Advisors, LLC | 2,432 | $810.1K | 0.42% | +22+0.9% | Added |
| Veracity Capital LLC | 2,425 | $807.7K | 0.34% | −492−16.9% | Reduced |
| Fortem Financial Group, LLC | 2,420 | $806.1K | 0.35% | −210−8.0% | Reduced |
| Hamel Associates, Inc. | 2,410 | $802.5K | 0.25% | −55−2.2% | Reduced |
| Guardian Wealth Management, Inc. | 2,402 | $800.1K | 0.61% | +244+11.3% | Added |
| Oxford Financial Group Ltd | 2,398 | $798.9K | 0.05% | +741+44.7% | Added |
| XR Securities LLC | 2,398 | $798.8K | 1.35% | +2,398 | New |
| Platform Technology Partners | 2,392 | $796.9K | 0.27% | +2,392 | New |
| Wimmer Associates 1, LLC | 2,385 | $794.4K | 0.41% | 00.0% | Unchanged |
| Woodstock Corp | 2,380 | $792.8K | 0.08% | −175−6.8% | Reduced |
| RNC Capital Management LLC | 2,372 | $790.1K | 0.04% | +45+1.9% | Added |
| Deseret Mutual Benefit Administrators | 2,365 | $787.8K | 0.37% | +3+0.1% | Added |
| AdvisorNet Financial, Inc | 2,363 | $787.0K | 0.07% | +20+0.9% | Added |
| Greenwich Wealth Management LLC | 2,347 | $782.0K | 0.06% | +20+0.9% | Added |
| Accredited Investors Inc. | 2,345 | $781.1K | 0.05% | −494−17.4% | Reduced |
| Addison Capital Co | 2,343 | $780.4K | 0.34% | +282+13.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,340 | $779.5K | 0.25% | −35−1.5% | Reduced |
| Mechanics Bank Trust Department | 2,339 | $779.1K | 0.11% | −14−0.6% | Reduced |
| Tradition Wealth Management, LLC | 2,338 | $778.8K | 0.08% | +744+46.7% | Added |
| Arbor Wealth Advisors LLC | 2,337 | $778.5K | 0.77% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,331 | $776.5K | 0.38% | −290−11.1% | Reduced |
| Washington Trust Bank | 2,322 | $773.5K | 0.08% | −3,590−60.7% | Reduced |
| WFA of San Diego, LLC | 2,318 | $772.1K | 0.69% | +2,318 | New |
| Atlanta Consulting Group Advisors, LLC | 2,308 | $768.8K | 0.17% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,303 | $767.1K | 0.28% | +2,303 | New |
| Canopy Partners, LLC | 2,296 | $764.8K | 0.36% | +65+2.9% | Added |
| Tidemark, LLC | 2,291 | $763.2K | 0.35% | +68+3.1% | Added |
| Worth Financial Advisory Group, LLC | 2,285 | $761.2K | 0.50% | −98−4.1% | Reduced |
| RiverFront Investment Group, LLC | 2,281 | $760.0K | 0.02% | −30−1.3% | Reduced |
| Quotient Wealth Partners, LLC | 2,280 | $759.5K | 0.03% | +177+8.4% | Added |
| Garner Asset Management Corp | 2,277 | $759.0K | 0.37% | +32+1.4% | Added |
| Intrust Bank NA | 2,276 | $758.1K | 0.08% | +2+0.1% | Added |
| Maxi Investments CY Ltd | 2,272 | $757.0K | 0.17% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,269 | $756.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,269 | $755.8K | 0.08% | −56−2.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,264 | $754.3K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,262 | $753.5K | 0.51% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,195 | $750.1K | 0.03% | +237+12.1% | Added |
| PSI Advisors, LLC | 2,251 | $749.6K | 0.24% | +35+1.6% | Added |