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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 1,440 | $479.6K | 0.08% | +120+9.1% | Added |
| Secure Asset Management, LLC | 1,439 | $479.3K | 0.09% | +111+8.4% | Added |
| Wealth Management Associates, Inc. | 1,436 | $478.4K | 0.22% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,435 | $478.1K | 0.05% | −275−16.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,434 | $477.7K | 0.21% | +7+0.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,433 | $477.6K | 0.29% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,433 | $477.2K | 0.02% | +172+13.6% | Added |
| MPS Loria Financial Planners, LLC | 1,428 | $475.8K | 0.15% | +2+0.1% | Added |
| Wealth Alliance | 1,427 | $475.3K | 0.06% | +5+0.4% | Added |
| Braun Stacey Associates Inc | 1,425 | $475.0K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,417 | $472.1K | 0.33% | +1,278+919.4% | Added |
| Enterprise Financial Services Corp | 1,412 | $470.3K | 0.29% | +29+2.1% | Added |
| Leisure Capital Management | 1,411 | $470.0K | 0.22% | +1,411 | New |
| Blankinship & Foster, LLC | 1,411 | $470.0K | 0.12% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,410 | $470.0K | 0.09% | +109+8.4% | Added |
| Mengis Capital Management, Inc. | 1,410 | $469.7K | 0.10% | −3,617−72.0% | Reduced |
| SFMG, LLC | 1,407 | $468.8K | 0.04% | +15+1.1% | Added |
| Schulhoff & Co Inc | 1,400 | $466.3K | 0.21% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 1,400 | $466.3K | 0.25% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,400 | $466.3K | 0.22% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 1,396 | $465.0K | 0.12% | +17+1.2% | Added |
| Fingerlakes Wealth Management, Inc. | 1,393 | $463.9K | 0.42% | +5+0.4% | Added |
| Maven Securities LTD | 1,392 | $463.7K | 0.07% | +1,392 | New |
| apricus wealth, LLC | 1,389 | $462.7K | 0.33% | +14+1.0% | Added |
| Lazari Capital Management, Inc. | 1,386 | $461.8K | 0.21% | +23+1.7% | Added |
| WestHill Financial Advisors, Inc. | 1,386 | $461.7K | 0.11% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,385 | $461.3K | 0.08% | −53−3.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,382 | $460.5K | 0.18% | −37−2.6% | Reduced |
| Warther Private Wealth, LLC | 1,382 | $460.4K | 0.18% | +1,382 | New |
| Gradient Capital Advisors, LLC | 1,375 | $458.0K | 0.16% | −108−7.3% | Reduced |
| HTLF Bank | 1,371 | $456.7K | 0.05% | −75−5.2% | Reduced |
| Ransom Advisory, Ltd | 1,370 | $456.3K | 0.23% | −55−3.9% | Reduced |
| SJS Investment Consulting Inc. | 1,369 | $456.0K | 0.09% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,364 | $454.3K | 0.23% | −51−3.6% | Reduced |
| McGowan Group Asset Management, Inc. | 1,361 | $453.5K | 0.06% | +10+0.7% | Added |
| FSA Advisors, Inc. | 1,263 | $452.7K | 0.47% | +3+0.2% | Added |
| Personal Cfo Solutions, LLC | 1,356 | $451.8K | 0.07% | +12+0.9% | Added |
| Epic Trust Investment Advisors, LLC | 1,355 | $451.5K | 0.50% | +25+1.9% | Added |
| Birchcreek Wealth Management, LLC | 1,354 | $451.0K | 0.25% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,352 | $450.4K | 0.08% | −17−1.2% | Reduced |
| First Community Trust NA | 1,350 | $449.7K | 0.38% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,350 | $449.7K | 0.03% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,350 | $449.7K | 0.44% | +1,350 | New |
| Westshore Wealth, LLC | 1,346 | $448.5K | 0.19% | −9−0.7% | Reduced |
| TrueWealth Advisors, LLC | 1,346 | $448.3K | 0.17% | +401+42.4% | Added |
| Cortland Associates Inc | 1,346 | $448.0K | 0.06% | +3+0.2% | Added |
| Sendero Wealth Management, LLC | 1,344 | $447.7K | 0.08% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 1,333 | $444.0K | 0.33% | +128+10.6% | Added |
| Onefund, LLC | 1,332 | $443.7K | 0.48% | +22+1.7% | Added |
| Empirical Asset Management, LLC | 1,328 | $442.3K | 0.17% | −3,186−70.6% | Reduced |
| Invesco, LLC | 1,326 | $441.7K | 0.18% | −60−4.3% | Reduced |
| VeraBank, N.A. | 1,326 | $441.7K | 0.14% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 1,322 | $440.4K | 0.01% | +292+28.3% | Added |
| Schonfeld Strategic Advisors LLC | 1,321 | $440.0K | 0.00% | −6,358−82.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,322 | $440.0K | 0.02% | +1,322 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,320 | $439.7K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,279 | $439.6K | 0.08% | −602−32.0% | Reduced |
| Copperwynd Financial, LLC | 1,269 | $439.3K | 0.14% | +1,269 | New |
| First National Corp | 1,318 | $439.2K | 0.10% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,317 | $438.7K | 0.13% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,315 | $438.0K | 0.19% | +3+0.2% | Added |
| Peoples Bank | 1,315 | $438.0K | 0.23% | +1,315 | New |
| Petix & Botte Co | 1,312 | $437.0K | 0.12% | +656+100.0% | Added |
| Apollon Financial, LLC | 1,307 | $435.4K | 0.14% | −2−0.2% | Reduced |
| Forbes J M & Co LLP | 1,307 | $435.4K | 0.04% | 00.0% | Unchanged |
| Landaas & Co | 1,307 | $435.0K | 0.13% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,302 | $433.7K | 0.08% | +26+2.0% | Added |
| Kathmere Capital Management, LLC | 1,301 | $433.5K | 0.05% | +340+35.4% | Added |
| Wellington Shields Capital Management, LLC | 1,300 | $433.0K | 0.08% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 1,300 | $433.0K | 0.07% | +1,300 | New |
| Waters Parkerson & Co., LLC | 1,298 | $432.0K | 0.02% | −60−4.4% | Reduced |
| Wall Street Access Asset Management, LLC | 1,290 | $429.8K | 0.18% | +3+0.2% | Added |
| Castleark Management LLC | 1,290 | $429.7K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,288 | $429.0K | 0.04% | +713+124.0% | Added |
| Chesley Taft & Associates LLC | 1,286 | $428.4K | 0.02% | −77−5.6% | Reduced |
| Brogan Financial, Inc. | 1,286 | $428.3K | 0.27% | +158+14.0% | Added |
| Summit X, LLC | 1,273 | $427.2K | 0.10% | +341+36.6% | Added |
| Austin Private Wealth, LLC | 1,281 | $426.7K | 0.05% | −234−15.4% | Reduced |
| Hall Laurie J Trustee | 1,280 | $426.0K | 0.15% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 1,277 | $425.3K | 0.16% | −161−11.2% | Reduced |
| Monte Financial Group, LLC | 1,276 | $425.1K | 0.19% | −288−18.4% | Reduced |
| Simon Quick Advisors, LLC | 1,273 | $423.9K | 0.03% | +122+10.6% | Added |
| Davidson Investment Advisors | 1,270 | $423.0K | 0.02% | −300−19.1% | Reduced |
| Old Point Trust & Financial Services N A | 1,270 | $423.0K | 0.16% | 00.0% | Unchanged |
| Alpha Family Trust | 1,270 | $423.0K | 0.25% | 00.0% | Unchanged |
| Next Level Private LLC | 1,270 | $423.0K | 0.19% | +50+4.1% | Added |
| AdvisorShares Investments LLC | 1,280 | $421.2K | 0.07% | +1,280 | New |
| Millington Financial Advisors, LLC | 1,264 | $421.1K | 0.29% | +24+1.9% | Added |
| Rockingstone Advisors LLC | 1,262 | $420.4K | 0.22% | +15+1.2% | Added |
| Contravisory Investment Management, Inc. | 1,262 | $420.4K | 0.09% | +17+1.4% | Added |
| North Star Asset Management Inc | 1,261 | $420.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,257 | $418.7K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,254 | $417.7K | 0.11% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,253 | $417.4K | 0.09% | +57+4.8% | Added |
| Bremer Bank National Association | 1,251 | $416.7K | 0.08% | +45+3.7% | Added |
| LFA - Lugano Financial Advisors SA | 1,250 | $416.4K | 0.32% | 00.0% | Unchanged |
| Core Alternative Capital | 1,247 | $415.4K | 0.08% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,244 | $414.4K | 0.03% | +348+38.8% | Added |
| Grant Street Asset Management, Inc. | 1,244 | $414.4K | 0.13% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,243 | $414.1K | 0.27% | −379−23.4% | Reduced |