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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 816 | $271.8K | 0.01% | +165+25.3% | Added |
| Sageworth Trust Co | 814 | $271.1K | 0.02% | +104+14.6% | Added |
| CAP Partners, LLC | 810 | $269.8K | 0.22% | −3−0.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 809 | $269.5K | 0.03% | +9+1.1% | Added |
| Ifrah Financial Services, Inc. | 809 | $269.4K | 0.08% | −77−8.7% | Reduced |
| SMART Wealth LLC | 806 | $268.5K | 0.11% | +64+8.6% | Added |
| Cambridge Financial Group, LLC | 801 | $267.0K | 0.12% | 00.0% | Unchanged |
| Axim Planning & Wealth | 800 | $266.5K | 0.32% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 799 | $266.1K | 0.04% | +1+0.1% | Added |
| Symphony Financial Services, Inc. | 316 | $265.5K | 0.23% | +316 | New |
| Sightline Wealth Advisors, LLC | 797 | $265.5K | 0.17% | +797 | New |
| Cheviot Value Management, LLC | 793 | $264.1K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 790 | $263.0K | 0.07% | −5−0.6% | Reduced |
| Bouchey Financial Group Ltd | 791 | $263.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 788 | $262.5K | 0.14% | +9+1.2% | Added |
| Southland Equity Partners LLC | 786 | $261.7K | 0.07% | +2+0.3% | Added |
| McDonald Partners LLC | 783 | $261.1K | 0.07% | −2−0.3% | Reduced |
| Capital Analysts, LLC | 784 | $261.0K | 0.01% | +117+17.5% | Added |
| Avalon Trust Co | 780 | $259.8K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 779 | $259.3K | 0.05% | −99−11.3% | Reduced |
| Lokken Investment Group LLC | 779 | $259.3K | 0.12% | +142+22.3% | Added |
| Koss-Olinger Consulting, LLC | 778 | $259.0K | 0.02% | +778 | New |
| Jag Capital Management, LLC | 774 | $257.9K | 0.04% | +2+0.3% | Added |
| China Universal Asset Management Co., Ltd. | 773 | $257.5K | 0.04% | +773 | New |
| Cutter & CO Brokerage, Inc. | 772 | $257.2K | 0.06% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 771 | $256.7K | 0.09% | 00.0% | Unchanged |
| Fort, L.P. | 762 | $253.8K | 0.65% | +195+34.4% | Added |
| Holistic Financial Partners | 761 | $253.5K | 0.13% | −19−2.4% | Reduced |
| Broadleaf Partners, LLC | 760 | $253.2K | 0.06% | 00.0% | Unchanged |
| Sabal Trust CO | 760 | $253.2K | 0.02% | +8+1.1% | Added |
| Basepoint Wealth LLC | 759 | $252.7K | 0.20% | −483−38.9% | Reduced |
| Kingfisher Capital LLC | 756 | $252.0K | 0.06% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 756 | $251.8K | 0.03% | +202+36.5% | Added |
| Apella Capital, LLC | 771 | $251.5K | 0.01% | +166+27.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 755 | $251.5K | 0.10% | +755 | New |
| Barton Investment Management | 753 | $250.8K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 752 | $250.5K | 0.16% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 752 | $250.3K | 0.10% | +2+0.3% | Added |
| Octavia Wealth Advisors, LLC | 751 | $250.3K | 0.03% | −98−11.5% | Reduced |
| Elk River Wealth Management, LLC | 750 | $249.8K | 0.05% | −250−25.0% | Reduced |
| Pingora Partners LLC | 750 | $249.8K | 0.18% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 750 | $249.8K | 0.17% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 749 | $249.6K | 0.06% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 749 | $249.5K | 0.08% | −45−5.7% | Reduced |
| Morton Community Bank | 747 | $248.8K | 0.07% | −850−53.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 747 | $248.8K | 0.09% | 00.0% | Unchanged |
| Ewa, LLC | 722 | $248.5K | 0.10% | −65−8.3% | Reduced |
| Alerus Financial NA | 746 | $248.5K | 0.02% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 745 | $248.2K | 0.05% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 745 | $248.2K | 0.14% | +745 | New |
| Dorsey Wright & Associates | 746 | $248.0K | 0.06% | −186−20.0% | Reduced |
| Leibman Financial Services, Inc. | 744 | $247.8K | 0.18% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 743 | $247.5K | 0.13% | −7−0.9% | Reduced |
| Financial Engines Advisors L.L.C. | 743 | $247.5K | 0.00% | −22−2.9% | Reduced |
| Financial Enhancement Group LLC | 746 | $247.3K | 0.04% | +21+2.9% | Added |
| Colonial River Wealth Management, LLC | 740 | $246.5K | 0.13% | +6+0.8% | Added |
| Sterling Investment Counsel, LLC | 739 | $246.2K | 0.10% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 739 | $246.0K | 0.13% | +739 | New |
| UMA Financial Services, Inc. | 680 | $245.2K | 0.05% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 733 | $244.2K | 0.16% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 730 | $243.2K | 0.09% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 730 | $243.2K | 0.03% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 738 | $242.9K | 0.05% | +738 | New |
| Independent Solutions Wealth Management, LLC | 727 | $242.2K | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 727 | $242.2K | 0.04% | −8−1.1% | Reduced |
| Ethos Financial Group, LLC | 727 | $242.0K | 0.04% | −8−1.1% | Reduced |
| First International Bank & Trust | 725 | $241.5K | 0.08% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 725 | $241.5K | 0.04% | +72+11.0% | Added |
| Key Client Fiduciary Advisors, LLC | 724 | $241.1K | 0.12% | +37+5.4% | Added |
| Trust Co of Kansas | 725 | $241.0K | 0.13% | +24+3.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 723 | $240.7K | 0.15% | −4−0.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 721 | $240.3K | 0.19% | −1−0.1% | Reduced |
| State of Wyoming | 716 | $238.5K | 0.04% | −42−5.5% | Reduced |
| Werba Rubin Papier Wealth Management | 715 | $238.0K | 0.07% | +118+19.8% | Added |
| Ulland Investment Advisors, LLC | 715 | $238.0K | 0.17% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 714 | $237.8K | 0.07% | 00.0% | Unchanged |
| Kendall Capital Management | 714 | $237.8K | 0.08% | 00.0% | Unchanged |
| McLean Asset Management Corp | 723 | $237.4K | 0.08% | +25+3.6% | Added |
| Dover Advisors, LLC | 712 | $237.2K | 0.15% | +15+2.2% | Added |
| Drake & Associates, LLC | 710 | $236.5K | 0.08% | −180−20.2% | Reduced |
| Brass Tax Wealth Management, Inc | 710 | $236.5K | 0.05% | +710 | New |
| Core Wealth Partners LLC | 709 | $236.2K | 0.16% | +100+16.4% | Added |
| Bank of Stockton | 708 | $235.8K | 0.07% | +708 | New |
| Legacy Financial Group LLC | 707 | $235.5K | 0.05% | 00.0% | Unchanged |
| Geneva Partners, LLC | 706 | $235.3K | 0.10% | −14,291−95.3% | Reduced |
| Orgel Wealth Management, LLC | 706 | $235.2K | 0.01% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 705 | $234.8K | 0.00% | −367−34.2% | Reduced |
| Angeles Investment Advisors, LLC | 703 | $234.2K | 0.01% | −426−37.7% | Reduced |
| Lynch & Associates | 702 | $233.8K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 701 | $233.5K | 0.10% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 700 | $233.2K | 0.09% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 700 | $233.2K | 0.04% | 00.0% | Unchanged |
| Fractal Investments LLC | 700 | $233.2K | 0.04% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 700 | $233.2K | 0.16% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 700 | $233.2K | 0.03% | +700 | New |
| Keebeck Wealth Management, LLC | 698 | $232.5K | 0.03% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 698 | $232.4K | 0.01% | +698 | New |
| Vista Wealth Management Group, LLC | 696 | $231.8K | 0.02% | +696 | New |
| Chatham Capital Group, Inc. | 696 | $231.8K | 0.04% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 692 | $230.7K | 0.04% | +692 | New |