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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 2,243 | $747.3K | 0.08% | +20+0.9% | Added |
| United Asset Strategies, Inc. | 2,237 | $745.1K | 0.07% | −243−9.8% | Reduced |
| Marietta Investment Partners LLC | 2,235 | $744.5K | 0.16% | −122−5.2% | Reduced |
| Marks Group Wealth Management, Inc | 2,234 | $744.2K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,233 | $743.8K | 0.07% | −100−4.3% | Reduced |
| InTrack Investment Management Inc | 2,224 | $740.8K | 0.53% | +346+18.4% | Added |
| Wayfinding Financial, LLC | 2,222 | $740.0K | 0.42% | −425−16.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,221 | $739.9K | 0.40% | −109−4.7% | Reduced |
| Northwest & Ethical Investments L.P. | 2,220 | $739.5K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,220 | $739.0K | 0.33% | −455−17.0% | Reduced |
| Novare Capital Management LLC | 2,210 | $736.1K | 0.07% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,200 | $732.8K | 0.24% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,197 | $731.7K | 0.06% | −85−3.7% | Reduced |
| Horizon Wealth Management, LLC | 2,191 | $729.9K | 0.17% | −346−13.6% | Reduced |
| Quest Partners LLC | 2,188 | $728.8K | 0.10% | +2,188 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,178 | $725.4K | 0.35% | +4+0.2% | Added |
| Goepper Burkhardt LLC | 2,170 | $722.8K | 0.33% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,168 | $722.2K | 0.18% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,167 | $721.7K | 0.08% | −30−1.4% | Reduced |
| Townsend Asset Management Corp | 2,161 | $719.7K | 0.28% | +10.0% | Added |
| GHP Investment Advisors, Inc. | 2,160 | $719.5K | 0.04% | −28−1.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,157 | $718.0K | 0.04% | +30+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 2,153 | $717.2K | 0.02% | −737−25.5% | Reduced |
| Full Sail Capital, LLC | 2,153 | $717.2K | 0.05% | +2+0.1% | Added |
| Callan Capital, LLC | 2,152 | $716.8K | 0.06% | +602+38.8% | Added |
| Addison Advisors LLC | 2,151 | $716.5K | 0.23% | +37+1.8% | Added |
| Marion Wealth Management | 2,149 | $715.9K | 0.21% | +6+0.3% | Added |
| Impact Partnership Wealth, LLC | 2,143 | $713.9K | 0.19% | +1,742+434.4% | Added |
| MSH Capital Advisors LLC | 2,139 | $712.5K | 0.24% | −30−1.4% | Reduced |
| Latitude Advisors, LLC | 2,136 | $711.5K | 0.43% | +88+4.3% | Added |
| Oakworth Capital, Inc. | 2,135 | $711.2K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,124 | $708.0K | 0.07% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,123 | $707.1K | 0.03% | +846+66.2% | Added |
| TBH Global Asset Management, LLC | 2,123 | $707.1K | 0.16% | −322−13.2% | Reduced |
| Diversified, LLC | 2,120 | $706.2K | 0.08% | +72+3.5% | Added |
| Hexagon Capital Partners LLC | 2,116 | $704.5K | 0.15% | −89−4.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 2,123 | $704.0K | 1.76% | +2,123 | New |
| Acropolis Investment Management, LLC | 2,112 | $703.5K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,112 | $703.5K | 0.06% | +244+13.1% | Added |
| First Commonwealth Financial Corp | 2,110 | $702.8K | 0.18% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 2,189 | $702.3K | 0.38% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,104 | $700.8K | 0.20% | +73+3.6% | Added |
| Capital Square, LLC | 2,005 | $697.7K | 0.45% | −40−2.0% | Reduced |
| Bensler, LLC | 2,092 | $696.8K | 0.09% | +2+0.1% | Added |
| Stonebridge Capital Advisors LLC | 2,092 | $696.8K | 0.06% | −398−16.0% | Reduced |
| Proficio Capital Partners LLC | 2,088 | $695.6K | 0.07% | +24+1.2% | Added |
| New Republic Capital, LLC | 2,078 | $692.2K | 0.35% | +23+1.1% | Added |
| 626 Financial, LLC | 2,077 | $691.9K | 0.40% | −100−4.6% | Reduced |
| RMR Wealth Builders | 2,068 | $688.9K | 0.08% | −284−12.1% | Reduced |
| Tarbox Family Office, Inc. | 2,068 | $688.9K | 0.12% | −3−0.1% | Reduced |
| GSB Wealth Management, LLC | 2,065 | $687.8K | 0.19% | +10.0% | Added |
| Martin Capital Advisors, LLP | 2,061 | $686.5K | 0.51% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,061 | $686.5K | 0.13% | +1,191+136.9% | Added |
| MRP Capital Investments, LLC | 2,060 | $686.2K | 0.64% | −70−3.3% | Reduced |
| AF Advisors, Inc. | 2,060 | $686.2K | 0.13% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,059 | $685.7K | 0.09% | +10.0% | Added |
| W Advisors, LLC | 2,057 | $685.2K | 0.45% | −287−12.2% | Reduced |
| NCM Capital Management, LLC | 2,055 | $684.5K | 0.36% | −50−2.4% | Reduced |
| Range Financial Group LLC | 2,049 | $682.5K | 0.35% | +58+2.9% | Added |
| Bridgewater Associates, LP | 2,045 | $681.2K | 0.00% | +2,045 | New |
| Lecap Asset Management Ltd | 2,038 | $678.9K | 0.15% | +2,038 | New |
| McElhenny Sheffield Capital Management, LLC | 2,037 | $678.5K | 0.23% | −13−0.6% | Reduced |
| LVM Capital Management Ltd | 2,025 | $675.0K | 0.08% | −135−6.3% | Reduced |
| Options Solutions, LLC | 2,026 | $674.9K | 0.40% | +3+0.1% | Added |
| New Century Financial Group, LLC | 2,025 | $674.5K | 0.29% | +279+16.0% | Added |
| Park Edge Advisors, LLC | 2,019 | $672.5K | 0.21% | +110+5.8% | Added |
| BluePath Capital Management, LLC | 2,016 | $671.4K | 0.48% | +560+38.5% | Added |
| Winthrop Advisory Group LLC | 2,014 | $670.9K | 0.09% | −18−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 2,011 | $669.8K | 0.08% | −52−2.5% | Reduced |
| WSFS Capital Management, LLC | 2,010 | $669.5K | 0.04% | +41+2.1% | Added |
| First American Bank | 2,009 | $669.2K | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,003 | $667.3K | 0.22% | +228+12.8% | Added |
| Sound Financial Strategies Group, LLC | 2,002 | $666.9K | 0.58% | −240−10.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,002 | $666.7K | 0.02% | +2,002 | New |
| Beacon Financial Advisory LLC | 2,001 | $666.5K | 0.25% | +1,121+127.4% | Added |
| Bienville Capital Management, LLC | 2,000 | $666.2K | 0.16% | 00.0% | Unchanged |
| Saybrook Capital | 2,000 | $666.0K | 0.19% | −2,000−50.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,996 | $664.0K | 0.21% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,985 | $661.2K | 0.08% | −117−5.6% | Reduced |
| Citizens Business Bank | 1,985 | $661.2K | 0.14% | +872+78.3% | Added |
| Buck Wealth Strategies, LLC | 1,985 | $661.2K | 0.20% | −27,122−93.2% | Reduced |
| Adell Harriman & Carpenter Inc | 1,984 | $660.9K | 0.05% | −636−24.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,983 | $660.7K | 0.12% | −12−0.6% | Reduced |
| Fernwood Investment Management, LLC | 1,983 | $660.5K | 0.20% | −25−1.2% | Reduced |
| Shoker Investment Counsel, Inc. | 1,979 | $659.3K | 0.23% | +6+0.3% | Added |
| Patten Group, Inc. | 1,979 | $659.1K | 0.16% | +2+0.1% | Added |
| LCNB Corp | 1,977 | $658.5K | 0.25% | −357−15.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,975 | $657.9K | 0.40% | 00.0% | Unchanged |
| Plancorp, LLC | 1,971 | $656.6K | 0.03% | +32+1.7% | Added |
| Sterling Wealth Management, Inc. | 1,969 | $655.9K | 0.31% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,999 | $655.0K | 0.01% | +278+16.2% | Added |
| Fiduciary Financial Group, LLC | 1,815 | $654.5K | 0.16% | +1,815 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,964 | $654.2K | 0.04% | −32−1.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,964 | $654.2K | 0.05% | −175−8.2% | Reduced |
| Harbour Trust & Investment Management Co | 1,961 | $653.2K | 0.08% | −179−8.4% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,954 | $650.9K | 0.01% | +1,954 | New |
| Dudley Capital Management, LLC | 1,954 | $650.8K | 0.36% | +348+21.7% | Added |
| First Financial Bankshares Inc | 1,950 | $649.5K | 0.01% | −1,429−42.3% | Reduced |
| Thrive Wealth Management, LLC | 1,945 | $647.8K | 0.13% | +94+5.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,940 | $646.3K | 0.26% | +1+0.1% | Added |