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 |
|---|---|---|---|---|---|
| REDW Wealth LLC | 1,939 | $645.9K | 0.17% | −110−5.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,931 | $643.2K | 0.03% | −230−10.6% | Reduced |
| Athena Investment Management | 1,931 | $643.2K | 0.39% | −25−1.3% | Reduced |
| Heritage Wealth Partners, LLC | 1,922 | $640.2K | 0.93% | +1,922 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,918 | $638.8K | 0.09% | +73+4.0% | Added |
| Bedel Financial Consulting, Inc. | 1,917 | $638.7K | 0.09% | +10+0.5% | Added |
| Guardian Asset Advisors, LLC | 1,917 | $638.4K | 0.47% | −39−2.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,916 | $638.2K | 0.18% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,906 | $634.9K | 0.26% | +468+32.5% | Added |
| Operose Advisors LLC | 1,902 | $633.4K | 0.22% | +272+16.7% | Added |
| Burns J W & Co Inc | 1,895 | $631.2K | 0.09% | −105−5.3% | Reduced |
| Leonteq Securities AG | 1,891 | $629.9K | 0.09% | +1,482+362.3% | Added |
| Gryphon Financial Partners LLC | 1,877 | $625.2K | 0.09% | +431+29.8% | Added |
| Montz Harcus Wealth Management LLC | 1,875 | $624.6K | 0.41% | +6+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 1,874 | $624.1K | 0.05% | +50+2.7% | Added |
| Horst & Graben Wealth Management LLC | 1,870 | $622.8K | 0.12% | +4+0.2% | Added |
| LRI Investments, LLC | 1,865 | $621.2K | 0.07% | +14+0.8% | Added |
| Barr E S & Co | 1,863 | $620.6K | 0.04% | +50+2.8% | Added |
| Mountain Pacific Investment Advisers Inc | 1,859 | $619.2K | 0.05% | +1+0.1% | Added |
| Smith Anglin Financial, LLC | 1,853 | $617.2K | 0.06% | −49−2.6% | Reduced |
| Stokes Family Office, LLC | 1,845 | $614.6K | 0.07% | +70+3.9% | Added |
| Firethorn Wealth Partners, LLC | 1,842 | $613.4K | 0.35% | +5+0.3% | Added |
| NovaPoint Capital, LLC | 1,839 | $612.6K | 0.21% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,836 | $611.6K | 0.59% | −13−0.7% | Reduced |
| Capital Management Associates, Inc | 1,835 | $611.1K | 0.37% | +3+0.2% | Added |
| Appleton Partners Inc | 1,825 | $608.0K | 0.05% | −70−3.7% | Reduced |
| Sovereign Financial Group, Inc. | 1,824 | $607.6K | 0.15% | +14+0.8% | Added |
| Donoghue Forlines LLC | 1,822 | $606.9K | 0.17% | −2,396−56.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,815 | $604.6K | 0.31% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,814 | $604.3K | 0.07% | +1,814 | New |
| Icon Wealth Advisors, LLC | 1,743 | $603.4K | 0.05% | +744+74.5% | Added |
| TFG Advisers LLC | 1,809 | $602.4K | 0.23% | −12−0.7% | Reduced |
| McBroom & Associates, LLC | 1,806 | $601.6K | 0.38% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,805 | $601.2K | 0.46% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,803 | $601.0K | 0.04% | +210+13.2% | Added |
| Prosperity Financial Group, Inc. | 1,803 | $600.6K | 0.38% | +99+5.8% | Added |
| TradeLink Capital LLC | 1,800 | $600.0K | 1.73% | +1,800 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,800 | $599.6K | 0.00% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,797 | $598.6K | 0.19% | −13−0.7% | Reduced |
| Eisler Capital (US) LLC | 1,795 | $597.9K | 0.11% | +1,795 | New |
| Red Door Wealth Management, LLC | 1,793 | $597.2K | 0.11% | +42+2.4% | Added |
| Benchmark Wealth Management, LLC | 1,785 | $594.4K | 0.32% | +1+0.1% | Added |
| Lakeside Advisors, INC. | 1,783 | $593.9K | 0.39% | +1+0.1% | Added |
| Union Savings Bank | 1,781 | $593.2K | 0.31% | −48−2.6% | Reduced |
| LifeSteps Financial, Inc. | 1,779 | $592.6K | 0.49% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,775 | $591.3K | 0.10% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,766 | $588.3K | 0.13% | +25+1.4% | Added |
| Pacifica Partners Inc. | 1,779 | $588.2K | 0.25% | −43−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 1,766 | $588.1K | 0.05% | +72+4.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,762 | $586.9K | 0.08% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,762 | $586.9K | 0.14% | −1−0.1% | Reduced |
| Zullo Investment Group, Inc. | 1,753 | $583.9K | 0.26% | −145−7.6% | Reduced |
| Abacus Wealth Partners, LLC | 1,752 | $583.6K | 0.10% | +10+0.6% | Added |
| Loomis Sayles & Co L P | 1,749 | $583.0K | 0.00% | +3+0.2% | Added |
| Norden Group LLC | 1,748 | $582.4K | 0.12% | −85−4.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,747 | $581.9K | 0.16% | +1+0.1% | Added |
| Raab & Moskowitz Asset Management LLC | 1,745 | $581.4K | 0.16% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 1,745 | $581.3K | 0.11% | −155−8.2% | Reduced |
| Tennessee Valley Asset Management Partners | 1,745 | $581.2K | 0.11% | +93+5.6% | Added |
| Coastwise Capital Group, LLC | 1,743 | $580.5K | 0.55% | +31+1.8% | Added |
| Beaumont Financial Advisors, LLC | 1,733 | $577.1K | 0.05% | +109+6.7% | Added |
| Summit Global Investments | 1,728 | $576.0K | 0.04% | −78−4.3% | Reduced |
| Lakeridge Wealth Management LLC | 1,729 | $575.9K | 0.35% | +16+0.9% | Added |
| BSW Wealth Partners | 1,724 | $574.1K | 0.09% | +114+7.1% | Added |
| Obsidian Personal Planning Solutions LLC | 1,720 | $572.9K | 0.35% | 00.0% | Unchanged |
| Check Capital Management Inc | 1,717 | $571.9K | 0.04% | +100+6.2% | Added |
| Silvia McColl Wealth Management, LLC | 1,716 | $571.6K | 0.47% | −106−5.8% | Reduced |
| Sound Income Strategies, LLC | 1,715 | $571.1K | 0.04% | −185−9.7% | Reduced |
| Crewe Advisors LLC | 1,712 | $570.3K | 0.06% | +57+3.4% | Added |
| Fulton Bank, N.A. | 1,710 | $569.6K | 0.02% | +71+4.3% | Added |
| Home Federal Bank of Tennessee | 1,709 | $569.3K | 0.17% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,705 | $567.8K | 0.32% | +104+6.5% | Added |
| Corton Capital Inc. | 1,704 | $567.6K | 0.30% | +1,704 | New |
| Evermay Wealth Management LLC | 1,702 | $566.9K | 0.09% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,700 | $566.3K | 0.25% | 00.0% | Unchanged |
| Perpetual Ltd | 1,700 | $566.3K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,700 | $566.2K | 0.18% | −430−20.2% | Reduced |
| Thomas Story & Son LLC | 1,700 | $566.0K | 0.24% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,698 | $565.5K | 0.30% | −144−7.8% | Reduced |
| Taylor Hoffman Wealth Management | 1,711 | $563.1K | 0.23% | −6−0.3% | Reduced |
| Carrera Capital Advisors | 1,690 | $562.9K | 0.18% | +1,690 | New |
| Resonant Capital Advisors, LLC | 1,688 | $562.3K | 0.05% | +86+5.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,686 | $561.7K | 0.04% | −178−9.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 1,684 | $561.1K | 0.17% | +1,684 | New |
| Summit Wealth Partners, LLC | 1,684 | $560.9K | 0.12% | 00.0% | Unchanged |
| Forte Capital LLC | 1,680 | $559.5K | 0.07% | −1−0.1% | Reduced |
| Kaydan Wealth Management, Inc. | 1,677 | $558.6K | 0.20% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,675 | $558.0K | 0.02% | −202−10.8% | Reduced |
| Advisory Resource Group | 1,674 | $557.6K | 0.13% | −15−0.9% | Reduced |
| Cornerstone Advisory, LLC | 1,670 | $556.4K | 0.08% | −115−6.4% | Reduced |
| One Capital Management, LLC | 1,665 | $554.6K | 0.02% | +1,055+173.0% | Added |
| Jeppson Wealth Management, LLC | 1,660 | $552.9K | 0.21% | −5−0.3% | Reduced |
| Arcataur Capital Management LLC | 1,657 | $551.9K | 0.20% | −2−0.1% | Reduced |
| Kozak & Associates, Inc. | 1,667 | $551.2K | 0.14% | +6+0.4% | Added |
| Audent Global Asset Management, LLC | 1,647 | $548.6K | 0.57% | −148−8.2% | Reduced |
| Fairfield, Bush & Co. | 1,646 | $548.2K | 0.33% | −1−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,490 | $545.9K | 0.15% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,634 | $544.3K | 0.34% | +1,634 | New |
| CFS Investment Advisory Services, LLC | 1,629 | $543.0K | 0.04% | +1,629 | New |
| Sweet Financial Partners, LLC | 1,628 | $542.1K | 0.12% | +2+0.1% | Added |