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 |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 1,079 | $351.8K | 0.15% | −25−2.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,054 | $351.4K | 0.05% | +24+2.3% | Added |
| Youngs Advisory Group, Inc. | 1,054 | $351.1K | 0.15% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,052 | $350.4K | 0.03% | +2+0.2% | Added |
| Peterson Wealth Advisors, LLC | 1,051 | $350.1K | 0.07% | +4+0.4% | Added |
| Laurel Wealth Advisors LLC | 1,051 | $350.1K | 0.06% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 1,050 | $350.0K | 0.15% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 1,050 | $349.8K | 0.06% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,050 | $349.8K | 0.04% | +9+0.9% | Added |
| NFP Retirement, Inc. | 1,049 | $349.5K | 0.03% | +17+1.6% | Added |
| Northern Oak Wealth Management Inc | 1,049 | $349.4K | 0.04% | −110−9.5% | Reduced |
| Financial Perspectives, Inc | 1,048 | $349.1K | 0.13% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,044 | $347.8K | 0.00% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,042 | $347.1K | 0.23% | +346+49.7% | Added |
| Liberty Wealth Management LLC | 20,394 | $346.0K | 0.06% | +19,222+1,640.1% | Added |
| Onyx Financial Advisors, LLC | 1,039 | $345.9K | 0.21% | +4+0.4% | Added |
| Continuum Advisory, LLC | 1,038 | $345.8K | 0.05% | +24+2.4% | Added |
| LBMC Investment Advisors, LLC | 1,036 | $345.1K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,035 | $344.8K | 0.04% | −64−5.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,024 | $341.1K | 0.07% | −404−28.3% | Reduced |
| Sunflower Bank, N.A. | 1,022 | $340.4K | 0.08% | +74+7.8% | Added |
| Highview Capital Management LLC | 1,020 | $339.8K | 0.14% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,017 | $338.8K | 0.07% | −4−0.4% | Reduced |
| Exchange Capital Management, Inc. | 1,016 | $338.4K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 1,013 | $337.4K | 0.13% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,012 | $337.2K | 0.08% | −67−6.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,011 | $336.8K | 0.26% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,010 | $336.3K | 0.25% | +1,010 | New |
| Balboa Wealth Partners | 1,006 | $335.1K | 0.09% | +175+21.1% | Added |
| Castleview Partners, LLC | 1,006 | $335.1K | 0.19% | −101−9.1% | Reduced |
| Tandem Wealth Advisors LLC | 1,006 | $335.1K | 0.18% | −9−0.9% | Reduced |
| JB Capital LLC | 1,006 | $335.0K | 0.02% | −138−12.1% | Reduced |
| Univest Financial Corp | 1,005 | $334.8K | 0.09% | −2−0.2% | Reduced |
| Shufro Rose & Co LLC | 1,005 | $334.8K | 0.03% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,005 | $334.8K | 0.26% | +70+7.5% | Added |
| NTV Asset Management LLC | 1,005 | $334.7K | 0.05% | −2−0.2% | Reduced |
| CWS Financial Advisors, LLC | 1,004 | $334.4K | 0.13% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 1,002 | $333.8K | 3.60% | +1,002 | New |
| Private Wealth Partners, LLC | 1,000 | $333.1K | 0.03% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,000 | $333.1K | 0.23% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $333.1K | 0.18% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,000 | $333.1K | 0.29% | 00.0% | Unchanged |
| Shay Capital LLC | 1,000 | $333.1K | 0.09% | +1,000 | New |
| Apexium Financial, LP | 1,000 | $333.1K | 0.02% | −75−7.0% | Reduced |
| Cito Capital Group, LLC | 1,000 | $333.0K | 0.13% | 00.0% | Unchanged |
| Delta Capital Management LLC | 1,000 | $333.0K | 0.20% | +1,000 | New |
| Crane Advisory, LLC | 1,014 | $332.9K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 999 | $332.8K | 0.09% | +63+6.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,011 | $332.7K | 0.18% | −44−4.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 997 | $332.2K | 0.09% | −30−2.9% | Reduced |
| Childress Capital Advisors, LLC | 997 | $332.1K | 0.09% | −28−2.7% | Reduced |
| Gsa Capital Partners LLP | 998 | $332.0K | 0.02% | −183−15.5% | Reduced |
| Purus Wealth Management, LLC | 995 | $331.5K | 0.15% | −34−3.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 992 | $330.4K | 0.05% | +221+28.7% | Added |
| Ssi Investment Management LLC | 992 | $330.4K | 0.03% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,004 | $330.4K | 0.07% | −110−9.9% | Reduced |
| Western Financial Corp | 991 | $330.2K | 0.20% | −17−1.7% | Reduced |
| FIL Ltd | 991 | $330.1K | 0.00% | −38−3.7% | Reduced |
| Walleye Capital LLC | 987 | $328.8K | 0.00% | −6,018−85.9% | Reduced |
| Planning Alternatives Ltd | 985 | $327.9K | 0.05% | +985 | New |
| Foster Group, Inc. | 984 | $327.7K | 0.01% | +13+1.3% | Added |
| Foster Victor Wealth Advisors, LLC | 903 | $325.6K | 0.03% | +127+16.4% | Added |
| Blueprint Investment Partners LLC | 976 | $325.1K | 0.07% | −276−22.0% | Reduced |
| Centric Wealth Management | 926 | $324.6K | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 971 | $323.4K | 0.01% | −61−5.9% | Reduced |
| Carmel Capital Partners, LLC | 969 | $322.8K | 0.14% | +81+9.1% | Added |
| Vestia Personal Wealth Advisors | 967 | $322.0K | 0.34% | +967 | New |
| Convergence Financial, LLC | 962 | $320.4K | 0.08% | +962 | New |
| PAX Financial Group, LLC | 960 | $319.7K | 0.06% | +139+16.9% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 959 | $319.5K | 0.12% | +129+15.5% | Added |
| Meridian Wealth Advisors, LLC | 959 | $319.4K | 0.06% | −57−5.6% | Reduced |
| Palogic Value Management, L.P. | 958 | $319.1K | 0.14% | +4+0.4% | Added |
| Redhawk Wealth Advisors, Inc. | 956 | $318.6K | 0.05% | +2+0.2% | Added |
| Sivia Capital Partners, LLC | 956 | $318.6K | 0.21% | +2+0.2% | Added |
| Northstar Advisory Group, LLC | 956 | $318.4K | 0.18% | +1+0.1% | Added |
| Crestmont Private Wealth LLC | 955 | $318.1K | 0.15% | +326+51.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 953 | $318.0K | 0.05% | +246+34.8% | Added |
| Aviso Wealth Management | 954 | $317.6K | 0.19% | +124+14.9% | Added |
| Ascent Group, LLC | 953 | $317.4K | 0.03% | +154+19.3% | Added |
| Polymer Capital Management (HK) LTD | 950 | $316.4K | 0.06% | −1,500−61.2% | Reduced |
| Abbot Financial Management, Inc. | 950 | $316.4K | 0.17% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 945 | $314.9K | 0.05% | −24−2.5% | Reduced |
| Baker Boyer National Bank | 945 | $314.8K | 0.11% | −856−47.5% | Reduced |
| Keystone Financial Group | 945 | $314.7K | 0.11% | −16−1.7% | Reduced |
| Horan Capital Advisors, LLC. | 941 | $313.4K | 0.11% | 00.0% | Unchanged |
| Elgethun Capital Management | 940 | $313.0K | 0.08% | +2+0.2% | Added |
| Platte River Wealth Advisors, LLC | 935 | $311.4K | 0.09% | −100−9.7% | Reduced |
| Central Valley Advisors, LLC | 892 | $311.4K | 0.17% | 00.0% | Unchanged |
| Manchester Financial Inc | 935 | $311.3K | 0.08% | +96+11.4% | Added |
| Monterey Private Wealth, Inc. | 934 | $311.1K | 0.12% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 933 | $310.9K | 0.11% | +296+46.5% | Added |
| Wedgewood Investors Inc | 933 | $310.8K | 0.37% | +933 | New |
| Kapitalo Investimentos Ltda | 933 | $310.8K | 0.09% | +933 | New |
| Wallace Advisory Group, LLC | 932 | $310.4K | 0.22% | −2−0.2% | Reduced |
| WealthBridge Capital Management, LLC | 932 | $310.3K | 0.10% | +41+4.6% | Added |
| Rede Wealth, LLC | 930 | $309.9K | 0.29% | +12+1.3% | Added |
| Advantage Trust Co | 930 | $309.8K | 0.22% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 928 | $309.1K | 0.05% | +51+5.8% | Added |
| 1620 Investment Advisors, Inc. | 927 | $308.8K | 0.24% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 927 | $308.8K | 0.04% | 00.0% | Unchanged |