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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 937 | $308.4K | 0.08% | −782−45.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 926 | $308.3K | 0.14% | −15−1.6% | Reduced |
| Private Capital Management LLC | 925 | $308.1K | 0.06% | −4−0.4% | Reduced |
| Citizens & Northern Corp | 925 | $308.1K | 0.10% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 925 | $308.1K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 939 | $307.7K | 0.05% | +939 | New |
| Hourglass Capital, LLC | 922 | $307.1K | 0.09% | −20−2.1% | Reduced |
| Tyler-Stone Wealth Management | 922 | $307.1K | 0.13% | −9−1.0% | Reduced |
| O'Rourke & Company, Inc | 922 | $307.0K | 0.17% | +3+0.3% | Added |
| Van Cleef Asset Management,Inc | 920 | $306.5K | 0.04% | −10−1.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 920 | $306.0K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 916 | $305.1K | 0.03% | +79+9.4% | Added |
| Chico Wealth RIA | 915 | $304.8K | 0.28% | −54−5.6% | Reduced |
| Signature Resources Capital Management, LLC | 915 | $304.8K | 0.25% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 914 | $304.6K | 0.04% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 912 | $304.1K | 0.06% | −51−5.3% | Reduced |
| Chase Investment Counsel Corp | 914 | $304.0K | 0.11% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 912 | $303.7K | 0.15% | +137+17.7% | Added |
| SeaBridge Investment Advisors LLC | 910 | $303.1K | 0.08% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 909 | $302.8K | 0.04% | −5−0.5% | Reduced |
| Clare Market Investments LLC | 909 | $302.8K | 0.08% | +909 | New |
| Pettee Investors, Inc. | 908 | $302.5K | 0.15% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 906 | $301.9K | 0.13% | −4−0.4% | Reduced |
| Security National Bank of Sioux City Iowa | 904 | $301.1K | 0.22% | −100−10.0% | Reduced |
| Hoey Investments, Inc | 902 | $300.5K | 0.06% | +10+1.1% | Added |
| Concorde Asset Management, LLC | 902 | $300.5K | 0.19% | +52+6.1% | Added |
| American State Bank (Iowa) | 901 | $300.1K | 0.19% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 900 | $299.9K | 0.16% | −14−1.5% | Reduced |
| Cullen Capital Management LLC | 900 | $299.8K | 0.00% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 900 | $299.8K | 0.23% | +900 | New |
| GW Henssler & Associates Ltd | 897 | $298.8K | 0.02% | +6+0.7% | Added |
| Headinvest, LLC | 896 | $298.5K | 0.06% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 892 | $297.1K | 0.18% | −1,620−64.5% | Reduced |
| PCA Investment Advisory Services Inc. | 891 | $296.9K | 0.16% | +15+1.7% | Added |
| WealthPlan Investment Management, LLC | 890 | $296.6K | 0.04% | −116−11.5% | Reduced |
| CFO4Life Group, LLC | 890 | $296.6K | 0.06% | −122−12.1% | Reduced |
| Verity & Verity, LLC | 890 | $296.5K | 0.03% | +890 | New |
| Keebeck Alpha, LP | 890 | $296.5K | 0.22% | +890 | New |
| Hamilton Capital, LLC | 889 | $296.1K | 0.02% | −31−3.4% | Reduced |
| Madison Wealth Partners, Inc | 888 | $295.8K | 0.10% | 00.0% | Unchanged |
| Edmp, Inc. | 885 | $294.8K | 0.27% | −907−50.6% | Reduced |
| MJP Associates Inc | 883 | $294.2K | 0.06% | −4−0.5% | Reduced |
| Eclectic Associates Inc | 880 | $293.1K | 0.13% | +29+3.4% | Added |
| Mayfair Advisory Group, LLC | 872 | $292.7K | 0.20% | −83−8.7% | Reduced |
| Precision Wealth Strategies, LLC | 878 | $292.5K | 0.30% | +286+48.3% | Added |
| Aprio Wealth Management, LLC | 878 | $292.3K | 0.05% | −6−0.7% | Reduced |
| Waterford Advisors, LLC | 877 | $292.1K | 0.12% | 00.0% | Unchanged |
| True Wealth Design, LLC | 877 | $292.0K | 0.07% | −22−2.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 876 | $291.8K | 0.02% | −100−10.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 876 | $291.8K | 0.01% | 00.0% | Unchanged |
| Adams Wealth Management | 876 | $291.8K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $291.8K | 0.07% | +876 | New |
| WMG Financial Advisors, LLC | 875 | $291.5K | 0.15% | −205−19.0% | Reduced |
| Northwest Financial Advisors | 874 | $291.2K | 0.30% | +25+2.9% | Added |
| Per Stirling Capital Management, LLC. | 871 | $290.1K | 0.05% | −15−1.7% | Reduced |
| D'Orazio & Associates, Inc. | 870 | $289.7K | 0.04% | +35+4.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 869 | $289.5K | 0.03% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 869 | $289.5K | 0.09% | +869 | New |
| D.B. Root & Company, LLC | 868 | $289.1K | 0.10% | +124+16.7% | Added |
| SRS Capital Advisors, Inc. | 868 | $289.1K | 0.03% | +189+27.8% | Added |
| Requisite Capital Management, LLC | 866 | $288.6K | 0.07% | +3+0.3% | Added |
| Wedge Capital Management L L P | 866 | $288.5K | 0.01% | −89−9.3% | Reduced |
| American Trust | 866 | $288.5K | 0.02% | −14−1.6% | Reduced |
| USA Financial Portformulas Corp | 864 | $287.8K | 0.05% | −122−12.4% | Reduced |
| Holland Advisory Services, Inc. | 862 | $287.1K | 0.35% | +1+0.1% | Added |
| Baxter Bros Inc | 861 | $286.8K | 0.04% | +1+0.1% | Added |
| S.E.E.D. Planning Group LLC | 860 | $286.5K | 0.10% | −32−3.6% | Reduced |
| Verum Partners LLC | 857 | $285.6K | 0.09% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 854 | $284.5K | 0.14% | +22+2.6% | Added |
| Main Street Financial Solutions, LLC | 852 | $283.9K | 0.03% | +39+4.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 852 | $283.9K | 0.02% | +108+14.5% | Added |
| Financial Council Asset Management Inc | 850 | $283.1K | 0.16% | +280+49.1% | Added |
| Source Financial Advisors LLC | 849 | $283.0K | 0.09% | +1+0.1% | Added |
| Coco Enterprises, LLC | 761 | $282.3K | 0.19% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 846 | $281.8K | 0.05% | 00.0% | Unchanged |
| waypoint wealth counsel | 845 | $281.4K | 0.22% | +2+0.2% | Added |
| Barlow Wealth Partners, Inc. | 836 | $280.9K | 0.04% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 842 | $280.4K | 0.24% | +1+0.1% | Added |
| Sterling Financial Planning, Inc. | 841 | $280.1K | 0.11% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 841 | $280.1K | 0.07% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 841 | $280.0K | 0.12% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 840 | $279.9K | 0.14% | +13+1.6% | Added |
| Middleton & Co Inc | 840 | $279.8K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 840 | $279.8K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 839 | $279.5K | 0.02% | −216−20.5% | Reduced |
| Luts & Greenleigh Group, Inc | 839 | $279.3K | 0.29% | +839 | New |
| Brightwater Advisory LLC | 837 | $278.8K | 0.22% | +2+0.2% | Added |
| Cook Wealth Management Group LLC | 809 | $278.5K | 0.15% | 00.0% | Unchanged |
| Fragasso Group Inc. | 836 | $278.4K | 0.02% | +95+12.8% | Added |
| Ballew Advisors, Inc | 805 | $278.3K | 0.18% | +1+0.1% | Added |
| Weil Company, Inc. | 830 | $276.5K | 0.10% | −619−42.7% | Reduced |
| Spring Capital Management, LLC | 1,120 | $275.6K | 0.22% | 00.0% | Unchanged |
| Rebalance, LLC | 825 | $274.8K | 0.02% | 00.0% | Unchanged |
| United Advisor Group, LLC | 825 | $274.8K | 0.09% | +825 | New |
| Fortitude Advisory Group L.L.C. | 823 | $274.2K | 0.16% | −125−13.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 823 | $274.0K | 0.06% | −74−8.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 821 | $273.5K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 820 | $273.1K | 0.14% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 819 | $272.9K | 0.08% | −70−7.9% | Reduced |
| Sym Financial Corp | 818 | $272.5K | 0.04% | −11−1.3% | Reduced |