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
- 2,712
- +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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 1,243 | $414.0K | 0.00% | +1,243 | New |
| Graves-Light Private Wealth Management, Inc. | 1,258 | $413.9K | 0.05% | +12+1.0% | Added |
| Clear Creek Financial Management, LLC | 1,241 | $413.4K | 0.05% | +81+7.0% | Added |
| Gilman Hill Asset Management, LLC | 1,239 | $412.7K | 0.07% | −40−3.1% | Reduced |
| CoreFirst Bank & Trust | 1,236 | $411.7K | 0.28% | −29−2.3% | Reduced |
| Indie Asset Partners, LLC | 1,235 | $411.5K | 0.33% | +1+0.1% | Added |
| Goldstone Financial Group, LLC | 1,235 | $411.4K | 0.08% | −109−8.1% | Reduced |
| Cordatus Wealth Management LLC | 1,235 | $411.0K | 0.15% | +1,235 | New |
| Trustco Bank Corp N Y | 1,231 | $410.0K | 0.44% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,229 | $409.3K | 0.25% | +248+25.3% | Added |
| Revisor Wealth Management LLC | 1,227 | $408.7K | 0.28% | −1,073−46.7% | Reduced |
| Garden State Investment Advisory Services LLC | 1,220 | $407.0K | 0.14% | −294−19.4% | Reduced |
| Gibbs Wealth Management | 1,219 | $406.0K | 0.16% | +86+7.6% | Added |
| MCF Advisors LLC | 1,217 | $405.3K | 0.03% | −17−1.4% | Reduced |
| New Wave Wealth Advisors LLC | 1,215 | $404.7K | 0.22% | +1,215 | New |
| Strategic Wealth Partners, Ltd. | 1,208 | $402.4K | 0.04% | +104+9.4% | Added |
| ProVise Management Group, LLC | 1,208 | $402.4K | 0.03% | +324+36.7% | Added |
| First Nebraska Trust Co | 1,206 | $401.7K | 0.04% | 00.0% | Unchanged |
| Fca Corp | 1,200 | $399.7K | 0.13% | −582−32.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,200 | $399.7K | 0.03% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,198 | $399.2K | 0.10% | +52+4.5% | Added |
| Balyasny Asset Management LLC | 1,193 | $397.4K | 0.00% | +1,193 | New |
| Greenline Partners, LLC | 1,205 | $396.5K | 0.06% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,187 | $395.3K | 0.11% | −680−36.4% | Reduced |
| S.A. Mason LLC | 1,186 | $395.1K | 0.22% | +183+18.2% | Added |
| CJM Wealth Advisers, Ltd. | 1,199 | $394.6K | 0.15% | +1+0.1% | Added |
| NewEdge Wealth, LLC | 1,184 | $394.3K | 0.01% | −1,495−55.8% | Reduced |
| Aua Capital Management, LLC | 1,180 | $393.3K | 0.24% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,180 | $393.1K | 0.21% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,179 | $392.7K | 0.13% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,176 | $391.7K | 0.21% | −16−1.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,175 | $391.4K | 0.14% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,175 | $391.4K | 0.03% | −100−7.8% | Reduced |
| Tortoise Investment Management, LLC | 1,174 | $391.1K | 0.04% | −60−4.9% | Reduced |
| Bangor Savings Bank | 1,169 | $389.4K | 0.04% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 1,168 | $389.1K | 0.00% | −4,715−80.1% | Reduced |
| Global X Japan Co., Ltd. | 1,168 | $389.1K | 0.06% | −254−17.9% | Reduced |
| Catalytic Wealth RIA, LLC | 1,166 | $388.4K | 0.08% | −57−4.7% | Reduced |
| Eagle Wealth Strategies LLC | 1,166 | $388.3K | 0.31% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,165 | $388.1K | 0.03% | −25−2.1% | Reduced |
| Joule Financial, LLC | 1,164 | $387.7K | 0.16% | +43+3.8% | Added |
| Capital Advisors Wealth Management, LLC | 1,163 | $387.5K | 0.08% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,163 | $387.4K | 0.29% | −138−10.6% | Reduced |
| Archford Capital Strategies, LLC | 1,163 | $387.4K | 0.06% | 00.0% | Unchanged |
| First Interstate Bank | 1,160 | $386.4K | 0.03% | +492+73.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,160 | $386.0K | 0.01% | −2−0.2% | Reduced |
| Calamos Wealth Management LLC | 1,158 | $385.7K | 0.02% | −53−4.4% | Reduced |
| Pacific Global Investment Management CO | 1,156 | $385.1K | 0.07% | −10−0.9% | Reduced |
| Tower Wealth Partners, Inc. | 1,154 | $384.4K | 0.24% | +111+10.6% | Added |
| Prostatis Group LLC | 1,153 | $384.1K | 0.13% | +111+10.7% | Added |
| WNY Asset Management, LLC | 1,148 | $382.4K | 0.05% | −2−0.2% | Reduced |
| First Western Trust Bank | 1,145 | $381.4K | 0.02% | −682−37.3% | Reduced |
| LJI Wealth Management, LLC | 1,145 | $381.4K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,157 | $380.7K | 0.11% | −50−4.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,142 | $380.6K | 0.17% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 1,140 | $380.0K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,139 | $379.3K | 0.01% | +6+0.5% | Added |
| Traveka Wealth, LLC | 1,137 | $378.8K | 0.18% | +28+2.5% | Added |
| Institutional & Family Asset Management, LLC | 1,137 | $378.7K | 0.06% | +4+0.4% | Added |
| Greenwood Capital Associates LLC | 1,137 | $378.7K | 0.05% | +3+0.3% | Added |
| Financial Advisors, LLC | 1,130 | $376.4K | 0.08% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,127 | $375.4K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,127 | $375.4K | 0.01% | +28+2.5% | Added |
| Rockline Wealth Management, LLC | 1,127 | $375.4K | 0.12% | +210+22.9% | Added |
| Silver Coast Investments LLC | 1,125 | $374.7K | 0.15% | −16−1.4% | Reduced |
| Boston Partners | 1,125 | $374.6K | 0.00% | −296−20.8% | Reduced |
| Register Financial Advisors LLC | 1,123 | $374.1K | 0.19% | 00.0% | Unchanged |
| Finivi Inc. | 1,123 | $374.1K | 0.31% | +17+1.5% | Added |
| Davidson Trust Co | 1,122 | $373.7K | 0.26% | −55−4.7% | Reduced |
| SPC Financial, Inc. | 1,121 | $373.3K | 0.03% | +471+72.5% | Added |
| Buckingham Capital Management, Inc. | 1,120 | $373.1K | 0.04% | +1,120 | New |
| Sutton Place Investors LLC | 1,119 | $372.7K | 0.25% | +10+0.9% | Added |
| Harvest Investment Services, LLC | 1,117 | $372.2K | 0.15% | +1,117 | New |
| Beacon Financial Group | 1,116 | $371.7K | 0.04% | +31+2.9% | Added |
| Warwick Investment Management, Inc. | 1,113 | $370.7K | 0.09% | +30+2.8% | Added |
| Accel Wealth Management | 1,107 | $368.8K | 0.15% | +112+11.3% | Added |
| Bristlecone Advisors, LLC | 1,105 | $368.0K | 0.03% | +1+0.1% | Added |
| Retirement Planning Group | 1,103 | $367.4K | 0.02% | −278−20.1% | Reduced |
| Baron Wealth Management LLC | 1,102 | $367.1K | 0.19% | +7+0.6% | Added |
| Royal Capital Wealth Management, LLC | 1,100 | $366.4K | 0.28% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,098 | $365.9K | 0.14% | −12−1.1% | Reduced |
| GTS Securities LLC | 1,097 | $365.4K | 0.01% | −674−38.1% | Reduced |
| ICA Group Wealth Management, LLC | 1,093 | $364.1K | 0.22% | −1,982−64.5% | Reduced |
| Hanlon Investment Management, Inc. | 1,085 | $361.4K | 0.11% | −9−0.8% | Reduced |
| AlphaCore Capital LLC | 1,084 | $361.1K | 0.09% | +212+24.3% | Added |
| Phoenix Holdings Ltd. | 1,101 | $360.3K | 0.01% | +1,101 | New |
| Caitlin John, LLC | 1,080 | $359.8K | 0.26% | +972+900.0% | Added |
| Consilium Wealth Advisory, LLC | 1,079 | $359.5K | 0.20% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,078 | $359.1K | 0.08% | +78+7.8% | Added |
| Meridian Financial Partners LLC | 1,008 | $359.0K | 0.21% | +1,008 | New |
| AlphaStar Capital Management, LLC | 1,078 | $358.9K | 0.03% | +3+0.3% | Added |
| Legacy Financial Group, Inc. | 1,077 | $358.7K | 0.14% | −4−0.4% | Reduced |
| Silvant Capital Management LLC | 1,076 | $358.4K | 0.02% | 00.0% | Unchanged |
| Compass Financial Group, INC | 1,075 | $358.2K | 0.08% | +1+0.1% | Added |
| Oxford Asset Management LLP | 1,070 | $356.4K | 0.35% | +1,070 | New |
| Pettyjohn, Wood & White, Inc | 1,065 | $354.8K | 0.07% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,064 | $354.4K | 0.32% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,063 | $354.1K | 0.15% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,062 | $353.8K | 0.03% | +62+6.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,060 | $353.1K | 0.04% | +100+10.4% | Added |