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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 1,619 | $539.3K | 0.08% | +3+0.2% | Added |
| Alera Investment Advisors, LLC | 1,616 | $538.3K | 0.06% | +346+27.2% | Added |
| Meadow Creek Wealth Advisors LLC | 1,613 | $537.3K | 0.51% | −31−1.9% | Reduced |
| One Degree Advisors Inc | 1,615 | $537.0K | 0.26% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,610 | $536.3K | 0.06% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,606 | $535.0K | 0.22% | 00.0% | Unchanged |
| Bell Bank | 1,601 | $533.3K | 0.04% | +80+5.3% | Added |
| WESCAP Management Group, Inc. | 1,600 | $533.0K | 0.15% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $533.0K | 0.29% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,600 | $532.9K | 0.18% | −31−1.9% | Reduced |
| Leo Wealth, LLC | 1,613 | $531.9K | 0.05% | −2,056−56.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,591 | $530.0K | 0.15% | +10+0.6% | Added |
| Arvest Trust Co N A | 1,588 | $529.0K | 0.03% | −1−0.1% | Reduced |
| Spirepoint Private Client, LLC | 1,586 | $528.3K | 0.07% | +982+162.6% | Added |
| Independence Bank of Kentucky | 1,583 | $527.3K | 0.14% | +944+147.7% | Added |
| STAR Financial Bank | 1,581 | $526.6K | 0.41% | −219−12.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,575 | $524.6K | 0.13% | −4−0.3% | Reduced |
| West Michigan Advisors, LLC | 1,574 | $524.3K | 0.17% | −66−4.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,572 | $523.8K | 0.09% | +20+1.3% | Added |
| Boston Financial Mangement LLC | 1,572 | $523.6K | 0.02% | −196−11.1% | Reduced |
| Curbstone Financial Management Corp | 1,572 | $523.6K | 0.11% | +1,572 | New |
| Seven Eight Capital, LP | 1,570 | $523.0K | 0.05% | +1,570 | New |
| Quent Capital, LLC | 1,565 | $521.2K | 0.06% | +11+0.7% | Added |
| Trust Co of Virginia | 1,563 | $520.6K | 0.05% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,523 | $520.5K | 0.32% | −300−16.5% | Reduced |
| Fagan Associates, Inc. | 1,560 | $519.6K | 0.09% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,500 | $519.3K | 0.28% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,559 | $519.0K | 0.05% | +4+0.3% | Added |
| RKL Wealth Management LLC | 1,556 | $518.3K | 0.05% | −5−0.3% | Reduced |
| Vertex Planning Partners, LLC | 1,556 | $518.3K | 0.13% | +11+0.7% | Added |
| Sanchez Wealth Management Group | 1,554 | $517.7K | 0.17% | +5+0.3% | Added |
| Allstate Corp | 1,554 | $517.6K | 0.04% | +38+2.5% | Added |
| Canal Capital Management, LLC | 1,554 | $517.6K | 0.09% | +348+28.9% | Added |
| Camden National Bank | 1,553 | $517.3K | 0.08% | +7+0.5% | Added |
| Smith Shellnut Wilson LLC | 1,550 | $516.3K | 0.25% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,549 | $516.0K | 0.14% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,548 | $515.6K | 0.17% | +92+6.3% | Added |
| Bigelow Investment Advisors, LLC | 1,547 | $515.3K | 0.25% | −4−0.3% | Reduced |
| Cranbrook Wealth Management, LLC | 1,546 | $515.0K | 0.13% | +1,546 | New |
| United Bank | 1,540 | $513.0K | 0.06% | −82−5.1% | Reduced |
| SAM Advisors, LLC | 1,540 | $513.0K | 0.19% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,539 | $512.8K | 0.26% | −119−7.2% | Reduced |
| West Family Investments, Inc. | 1,539 | $512.6K | 0.15% | 00.0% | Unchanged |
| Burton Enright Welch | 1,535 | $511.3K | 0.12% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,534 | $511.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,530 | $509.6K | 0.33% | +100+7.0% | Added |
| Baker Ellis Asset Management LLC | 1,527 | $508.6K | 0.08% | +100+7.0% | Added |
| Affinity Capital Advisors, LLC | 1,525 | $508.0K | 0.11% | +2+0.1% | Added |
| Grove Bank & Trust | 1,525 | $508.0K | 0.08% | 00.0% | Unchanged |
| IMS Capital Management | 1,475 | $506.4K | 0.24% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 1,515 | $504.8K | 0.08% | +53+3.6% | Added |
| Tectonic Advisors LLC | 1,514 | $504.2K | 0.04% | +6+0.4% | Added |
| Soltis Investment Advisors LLC | 1,513 | $504.0K | 0.05% | +202+15.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,510 | $503.0K | 0.20% | −136−8.3% | Reduced |
| Orrstown Financial Services Inc | 1,510 | $503.0K | 0.27% | +150+11.0% | Added |
| Strategic Equity Management | 1,509 | $502.6K | 0.33% | +5+0.3% | Added |
| Peoples Bank | 1,508 | $502.3K | 0.39% | −9−0.6% | Reduced |
| Chickasaw Capital Management LLC | 1,500 | $500.0K | 0.02% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,500 | $499.6K | 0.25% | −200−11.8% | Reduced |
| Rbo & Co LLC | 1,500 | $499.6K | 0.09% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,499 | $499.5K | 0.08% | +67+4.7% | Added |
| Sweeney & Michel, LLC | 1,531 | $499.3K | 0.21% | +100+7.0% | Added |
| Laffer Tengler Investments | 1,497 | $498.7K | 0.11% | −9−0.6% | Reduced |
| Center For Asset Management LLC | 1,495 | $498.1K | 0.33% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 1,495 | $498.0K | 0.24% | −39−2.5% | Reduced |
| Gould Asset Management LLC | 1,490 | $496.3K | 0.11% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,485 | $494.7K | 0.14% | −28−1.9% | Reduced |
| Hardin Capital Partners, LLC | 1,483 | $494.0K | 0.32% | +1,483 | New |
| Coyle Financial Counsel LLC | 1,347 | $493.6K | 0.18% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,476 | $491.7K | 0.29% | +1,476 | New |
| Acima Private Wealth, LLC | 1,473 | $490.7K | 0.18% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,472 | $490.5K | 0.08% | −1−0.1% | Reduced |
| BayBridge Capital Group, LLC | 1,472 | $490.3K | 0.38% | +58+4.1% | Added |
| Congress Park Capital LLC | 1,470 | $489.7K | 0.20% | 00.0% | Unchanged |
| Vicus Capital | 1,469 | $489.3K | 0.04% | +1,469 | New |
| Valley National Advisers Inc | 1,471 | $489.0K | 0.07% | −25−1.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,467 | $488.8K | 0.03% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 1,467 | $488.8K | 0.03% | +897+157.4% | Added |
| Davis Investment Partners, LLC | 1,455 | $488.2K | 0.20% | +1+0.1% | Added |
| Hara Capital LLC | 1,465 | $488.0K | 0.31% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 1,465 | $488.0K | 0.49% | +205+16.3% | Added |
| Morris Retirement Advisors, LLC | 1,464 | $487.7K | 0.28% | −79−5.1% | Reduced |
| Planning Center, Inc. | 1,463 | $487.3K | 0.06% | 00.0% | Unchanged |
| Acas, LLC | 1,407 | $487.0K | 0.42% | +1+0.1% | Added |
| First Financial Corp | 1,458 | $485.6K | 0.25% | −93−6.0% | Reduced |
| Diversify Wealth Management, LLC | 1,528 | $484.1K | 0.06% | +1,528 | New |
| Frisch Financial Group, Inc. | 1,454 | $484.0K | 0.15% | +3+0.2% | Added |
| Lafayette Investments, Inc. | 1,450 | $483.0K | 0.11% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,449 | $482.5K | 0.15% | +780+116.6% | Added |
| American Money Management, LLC | 1,447 | $482.1K | 0.10% | −49−3.3% | Reduced |
| Hollencrest Capital Management | 1,446 | $481.8K | 0.02% | −222−13.3% | Reduced |
| Nadler Financial Group, Inc. | 1,446 | $481.7K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,445 | $481.4K | 0.26% | +17+1.2% | Added |
| MBL Wealth, LLC | 1,445 | $481.3K | 0.05% | −193−11.8% | Reduced |
| Wendell David Associates Inc | 1,443 | $481.0K | 0.05% | −210−12.7% | Reduced |
| N.E.W. Advisory Services LLC | 1,442 | $480.6K | 0.05% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,441 | $480.0K | 0.17% | −43−2.9% | Reduced |
| Channel Wealth LLC | 1,441 | $480.0K | 0.17% | −15−1.0% | Reduced |
| South Street Advisors LLC | 1,440 | $479.7K | 0.07% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,440 | $479.7K | 0.42% | +85+6.3% | Added |