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; 4,069 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 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 290,301 | $96.7M | 0.36% | −24,312−7.7% | Reduced |
| Allianz Asset Management GmbH | 287,856 | $95.9M | 0.16% | +60,484+26.6% | Added |
| Millennium Management LLC | 287,801 | $95.9M | 0.08% | +210,005+269.9% | Added |
| Rockefeller Capital Management L.P. | 285,582 | $95.2M | 0.27% | −6,356−2.2% | Reduced |
| Storebrand Asset Management AS | 279,387 | $93.1M | 0.31% | +15,140+5.7% | Added |
| Natixis Advisors, L.P. | 278,259 | $92.7M | 0.20% | +9,321+3.5% | Added |
| Voya Investment Management LLC | 277,590 | $92.5M | 0.09% | −251,877−47.6% | Reduced |
| Altshuler Shaham Ltd | 275,011 | $91.6M | 3.15% | +266,969+3,319.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 273,784 | $91.2M | 0.29% | −14,890−5.2% | Reduced |
| State of Wisconsin Investment Board | 273,199 | $91.0M | 0.24% | −7,319−2.6% | Reduced |
| Swedbank AB | 270,531 | $90.1M | 0.12% | +5,699+2.2% | Added |
| Aviva PLC | 270,101 | $90.0M | 0.25% | +41,783+18.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 268,523 | $89.4M | 1.06% | +8,252+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 267,304 | $89.0M | 0.29% | +18,399+7.4% | Added |
| Pictet Asset Management Holding SA | 266,785 | $88.9M | 0.10% | +14,939+5.9% | Added |
| Nomura Asset Management Co Ltd | 266,595 | $88.8M | 0.30% | −9,227−3.3% | Reduced |
| Retirement Systems of Alabama | 266,168 | $88.7M | 0.34% | −13,948−5.0% | Reduced |
| CIBC World Markets Inc. | 265,825 | $88.5M | 0.22% | +82,987+45.4% | Added |
| Jennison Associates LLC | 257,800 | $85.9M | 0.06% | −10,088−3.8% | Reduced |
| Janney Montgomery Scott LLC | 257,160 | $85.7M | 0.26% | −1,510−0.6% | Reduced |
| AQR Capital Management LLC | 255,605 | $85.0M | 0.13% | +71,788+39.1% | Added |
| TD Asset Management Inc | 254,695 | $84.8M | 0.08% | −4,248−1.6% | Reduced |
| Empower Advisory Group, LLC | 250,740 | $83.5M | 0.31% | −3,105−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 246,322 | $82.1M | 0.19% | −37,749−13.3% | Reduced |
| Bessemer Group Inc | 244,138 | $81.3M | 0.14% | −18,810−7.2% | Reduced |
| Cetera Investment Advisers | 235,859 | $78.6M | 0.18% | −15,826−6.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 234,112 | $78.0M | 0.37% | +37,554+19.1% | Added |
| Royal London Asset Management Ltd | 229,917 | $76.6M | 0.20% | +15,467+7.2% | Added |
| Natixis | 228,915 | $76.3M | 0.48% | +225,951+7,623.2% | Added |
| Truist Financial Corp | 227,776 | $75.9M | 0.12% | −10,368−4.4% | Reduced |
| SG Americas Securities, LLC | 227,252 | $75.7M | 0.48% | −94,548−29.4% | Reduced |
| Treasurer of the State of North Carolina | 226,494 | $75.4M | 0.32% | −8,974−3.8% | Reduced |
| Public Employees Retirement System of Ohio | 226,251 | $75.4M | 0.29% | −19,511−7.9% | Reduced |
| Creative Planning | 224,143 | $74.7M | 0.08% | +20,535+10.1% | Added |
| STRS Ohio | 220,800 | $73.5M | 0.29% | −5,493−2.4% | Reduced |
| M&T Bank Corp | 215,788 | $71.9M | 0.25% | −10,691−4.7% | Reduced |
| Mariner, LLC | 215,707 | $71.9M | 0.14% | +7,714+3.7% | Added |
| Cerity Partners LLC | 212,026 | $70.6M | 0.19% | −7,265−3.3% | Reduced |
| Ensign Peak Advisors, Inc | 208,187 | $69.3M | 0.13% | +3,780+1.8% | Added |
| Rathbone Brothers plc | 206,750 | $68.9M | 0.38% | +21,094+11.4% | Added |
| Bollard Group LLC | 202,370 | $67.4M | 1.90% | +4,874+2.5% | Added |
| Mn Services Vermogensbeheer B.V. | 201,228 | $67.0M | 0.48% | −4,600−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 200,037 | $66.6M | 0.07% | −9,704−4.6% | Reduced |
| LSV Asset Management | 199,000 | $66.3M | 0.15% | −12,300−5.8% | Reduced |
| State of Tennessee, Treasury Department | 192,730 | $64.2M | 0.24% | −15,831−7.6% | Reduced |
| Teacher Retirement System of Texas | 191,306 | $63.7M | 0.36% | +29,892+18.5% | Added |
| GWM Advisors LLC | 191,163 | $63.7M | 0.46% | +11,524+6.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 188,344 | $62.7M | 0.23% | −457−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 184,211 | $61.4M | 0.27% | −108,977−37.2% | Reduced |
| Susquehanna International Group, LLP | 182,082 | $60.7M | 0.11% | −50,318−21.7% | Reduced |
| Mackenzie Financial Corp | 178,960 | $59.6M | 0.09% | +4,465+2.6% | Added |
| Old Republic International Corporation | 177,000 | $59.0M | 2.40% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 172,776 | $57.6M | 0.24% | +66,291+62.3% | Added |
| AXA S.A. | 165,933 | $55.3M | 0.16% | −11,178−6.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 164,763 | $54.8M | 0.33% | −10,130−5.8% | Reduced |
| Toronto Dominion Bank | 163,395 | $54.4M | 0.09% | −193,882−54.3% | Reduced |
| Financial Counselors Inc | 162,445 | $54.1M | 0.87% | +1,344+0.8% | Added |
| Nisa Investment Advisors, LLC | 161,125 | $53.7M | 0.34% | +8,064+5.3% | Added |
| Kestra Advisory Services, LLC | 161,076 | $53.7M | 0.30% | +12,216+8.2% | Added |
| Gateway Investment Advisers LLC | 160,774 | $53.6M | 0.61% | −232−0.1% | Reduced |
| Hyman Charles D | 160,161 | $53.4M | 2.97% | −375−0.2% | Reduced |
| CIBC World Markets Corp | 158,926 | $52.9M | 0.35% | +22,632+16.6% | Added |
| Citadel Advisors LLC | 156,780 | $52.2M | 0.05% | +156,780 | New |
| Huntington National Bank | 156,427 | $52.1M | 0.40% | −2,080−1.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 155,000 | $51.6M | 0.64% | +60,000+63.2% | Added |
| Robeco Institutional Asset Management B.V. | 154,257 | $51.4M | 0.11% | +7,868+5.4% | Added |
| Assenagon Asset Management S.A. | 154,103 | $51.3M | 0.13% | +18,687+13.8% | Added |
| Fort Washington Investment Advisors Inc | 151,049 | $50.3M | 0.33% | −10,544−6.5% | Reduced |
| Calamos Advisors LLC | 145,159 | $48.4M | 0.23% | −5,297−3.5% | Reduced |
| Arizona State Retirement System | 144,773 | $48.2M | 0.32% | −1,317−0.9% | Reduced |
| Capital Fund Management S.A. | 144,162 | $48.0M | 0.55% | +65,210+82.6% | Added |
| State of Michigan Retirement System | 142,972 | $47.6M | 0.24% | +3,500+2.5% | Added |
| Pinebridge Investments, L.P. | 140,404 | $46.8M | 0.38% | +44,355+46.2% | Added |
| MML Investors Services, LLC | 139,949 | $46.6M | 0.19% | −11,095−7.3% | Reduced |
| Keybank National Association | 139,656 | $46.5M | 0.19% | −2,572−1.8% | Reduced |
| Tocqueville Asset Management L.P. | 138,861 | $46.3M | 0.76% | −13,192−8.7% | Reduced |
| Corebridge Financial, Inc. | 138,284 | $46.1M | 0.25% | +138,284 | New |
| Two Sigma Investments, LP | 137,583 | $45.8M | 0.11% | +130,983+1,984.6% | Added |
| Daiwa Securities Group Inc. | 136,757 | $45.6M | 0.24% | +9,157+7.2% | Added |
| Heritage Investors Management Corp | 136,067 | $45.3M | 1.58% | −1,974−1.4% | Reduced |
| Ofi Invest Asset Management | 145,526 | $45.2M | 1.20% | −63,393−30.3% | Reduced |
| Forsta Ap-Fonden | 135,600 | $45.2M | 0.40% | −16,300−10.7% | Reduced |
| Manning & Napier Advisors LLC | 134,727 | $44.9M | 0.51% | +134,727 | New |
| MetLife Investment Management | 133,667 | $44.5M | 0.26% | −1,386−1.0% | Reduced |
| Commerce Bank | 131,200 | $43.7M | 0.28% | −208−0.2% | Reduced |
| Russell Investments Group, Ltd. | 131,157 | $43.5M | 0.07% | +13,438+11.4% | Added |
| Mercer Global Advisors Inc | 133,013 | $43.2M | 0.12% | +33,505+33.7% | Added |
| Captrust Financial Advisors | 129,276 | $43.1M | 0.14% | +1,446+1.1% | Added |
| Capital International Inc | 128,021 | $42.6M | 0.57% | −17,692−12.1% | Reduced |
| Meyer Handelman Co | 127,241 | $42.4M | 1.49% | −1,985−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 126,665 | $42.2M | 0.46% | +115,328+1,017.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 126,230 | $42.0M | 0.45% | −11,249−8.2% | Reduced |
| Glenmede Trust Co NA | 124,617 | $41.5M | 0.21% | +1,306+1.1% | Added |
| Federated Hermes, Inc. | 123,947 | $41.3M | 0.10% | −17,461−12.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 121,491 | $40.5M | 0.66% | +60,617+99.6% | Added |
| CBOE Vest Financial, LLC | 120,161 | $40.0M | 0.96% | −7,557−5.9% | Reduced |
| Sanctuary Advisors, LLC | 115,174 | $39.5M | 0.29% | +115,174 | New |
| SEI Investments Co | 118,189 | $39.4M | 0.06% | +3,852+3.4% | Added |
| Blair William & Co | 117,574 | $39.2M | 0.12% | −490.0% | Reduced |
| Railway Pension Investments Ltd | 115,900 | $38.6M | 0.46% | +4,900+4.4% | Added |