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 |
|---|---|---|---|---|---|
| Bright Financial Advisors, Inc. | 692 | $230.4K | 0.16% | 00.0% | Unchanged |
| Claret Asset Management Corp | 691 | $230.0K | 0.04% | +39+6.0% | Added |
| James J. Burns & Company, LLC | 690 | $230.0K | 0.05% | +690 | New |
| Certified Advisory Corp | 689 | $229.5K | 0.03% | −200−22.5% | Reduced |
| Marotta Asset Management | 697 | $229.4K | 0.05% | +697 | New |
| Invst, LLC | 696 | $229.0K | 0.03% | +696 | New |
| Ables, Iannone, Moore & Associates, Inc. | 687 | $228.8K | 0.15% | +27+4.1% | Added |
| Balentine LLC | 686 | $228.5K | 0.01% | −5,713−89.3% | Reduced |
| Granite FO LLC | 685 | $228.2K | 0.15% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 683 | $227.5K | 0.06% | +683 | New |
| First Bank & Trust | 682 | $227.2K | 0.05% | −34−4.7% | Reduced |
| KWB Wealth | 620 | $227.0K | 0.03% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 693 | $227.0K | 0.23% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 680 | $226.6K | 0.04% | +2+0.3% | Added |
| Prudent Man Advisors, LLC | 0 | $226.3K | 0.08% | 0 | Unchanged |
| Pacific Center for Financial Services | 678 | $225.7K | 0.06% | +3+0.4% | Added |
| Valtinson Bruner Financial Planning LLC | 677 | $225.4K | 0.09% | +9+1.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 672 | $224.1K | 0.21% | +1+0.1% | Added |
| First Hawaiian Bank | 672 | $223.8K | 0.01% | −392−36.8% | Reduced |
| Opinicus Capital, Inc. | 671 | $223.6K | 0.19% | −10−1.5% | Reduced |
| McAdam, LLC | 670 | $223.2K | 0.01% | +37+5.8% | Added |
| Integral Investment Advisors, Inc. | 680 | $222.7K | 0.08% | +4+0.6% | Added |
| Versant Capital Management, Inc | 669 | $222.7K | 0.06% | +189+39.4% | Added |
| St. Louis Trust Co | 668 | $222.5K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 667 | $222.2K | 0.02% | +4+0.6% | Added |
| MKT Advisors LLC | 681 | $221.9K | 0.11% | +1+0.1% | Added |
| LongView Wealth Management | 664 | $221.2K | 0.08% | −71−9.7% | Reduced |
| Aveo Capital Partners, LLC | 664 | $221.2K | 0.03% | −193−22.5% | Reduced |
| Red Mountain Financial, LLC | 661 | $220.3K | 0.27% | +661 | New |
| Vigilare Wealth Management | 661 | $220.2K | 0.10% | +11+1.7% | Added |
| Brandywine Oak Private Wealth LLC | 660 | $219.8K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 660 | $219.8K | 0.35% | −21,164−97.0% | Reduced |
| Planned Solutions, Inc. | 659 | $219.5K | 0.11% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 658 | $219.2K | 0.01% | +10+1.5% | Added |
| Towerpoint Wealth, LLC | 658 | $219.2K | 0.11% | +50+8.2% | Added |
| Coordinated Financial Services, Inc. | 657 | $219.0K | 0.19% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 657 | $218.8K | 0.30% | +82+14.3% | Added |
| Dechtman Wealth Management, LLC | 657 | $218.8K | 0.05% | +2+0.3% | Added |
| Phillips Wealth Planners LLC | 666 | $218.8K | 0.23% | +60+9.9% | Added |
| OMC Financial Services LTD | 655 | $218.0K | 0.10% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 654 | $218.0K | 0.03% | +24+3.8% | Added |
| Delta Financial Advisors LLC | 653 | $217.5K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 652 | $217.2K | 0.03% | +652 | New |
| Glass Jacobson Investment Advisors llc | 651 | $216.8K | 0.08% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 650 | $216.6K | 0.14% | +650 | New |
| Joseph P. Lucia & Associates, LLC | 650 | $216.5K | 0.11% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 650 | $216.5K | 0.19% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 649 | $216.2K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 649 | $216.2K | 0.02% | +60+10.2% | Added |
| GEM Asset Management, LLC | 648 | $215.9K | 0.13% | 00.0% | Unchanged |
| RW Investment Management LLC | 648 | $215.8K | 0.03% | −6−0.9% | Reduced |
| New Jersey Better Educational Savings Trust | 647 | $215.5K | 0.43% | −753−53.8% | Reduced |
| Arbor Investment Advisors, LLC | 645 | $214.8K | 0.03% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 645 | $214.7K | 0.09% | +93+16.8% | Added |
| Steele Capital Management, Inc. | 643 | $214.3K | 0.01% | +6+0.9% | Added |
| JSF Financial, LLC | 641 | $213.7K | 0.07% | −18−2.7% | Reduced |
| AJOVista, LLC | 641 | $213.5K | 0.62% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 624 | $213.2K | 0.01% | +33+5.6% | Added |
| Kolinsky Wealth Management, LLC | 640 | $213.2K | 0.15% | +79+14.1% | Added |
| Eagle Capital Management, LLC | 639 | $213.0K | 0.09% | −40−5.9% | Reduced |
| Clay Northam Wealth Management, LLC | 639 | $212.9K | 0.16% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 639 | $212.8K | 0.16% | +12+1.9% | Added |
| Talisman Wealth Advisors LLC | 638 | $212.6K | 0.25% | +61+10.6% | Added |
| ORBA Wealth Advisors, L.L.C. | 638 | $212.5K | 0.11% | +10+1.6% | Added |
| Planning Directions Inc | 637 | $212.2K | 0.14% | +2+0.3% | Added |
| Chemistry Wealth Management LLC | 635 | $211.5K | 0.05% | +635 | New |
| Inspirion Wealth Advisors, LLC | 631 | $210.1K | 0.03% | +71+12.7% | Added |
| Gries Financial LLC | 630 | $209.9K | 0.04% | −1,608−71.8% | Reduced |
| Peddock Capital Advisors, LLC | 630 | $209.9K | 0.05% | −125−16.6% | Reduced |
| Bush Investment Group, LLC | 630 | $209.9K | 0.18% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 630 | $209.9K | 0.16% | −12−1.9% | Reduced |
| Buffington Mohr McNeal | 625 | $208.2K | 0.04% | 00.0% | Unchanged |
| Destination Wealth Management | 622 | $207.3K | 0.01% | −41−6.2% | Reduced |
| HBW Advisory Services LLC | 621 | $207.0K | 0.03% | −263−29.8% | Reduced |
| Doheny Asset Management | 621 | $207.0K | 0.15% | +65+11.7% | Added |
| Lazard Freres Gestion S.A.S. | 630 | $206.0K | 0.00% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 618 | $205.9K | 0.08% | 00.0% | Unchanged |
| Red Wave Investments LLC | 616 | $205.3K | 0.08% | +2+0.3% | Added |
| Sage Investment Advisers LLC | 615 | $204.7K | 0.23% | +2+0.3% | Added |
| Salomon & Ludwin, LLC | 612 | $203.9K | 0.02% | −443−42.0% | Reduced |
| Patron Partners Advisors, LLC | 612 | $203.9K | 0.12% | 00.0% | Unchanged |
| Collective Family Office LLC | 611 | $203.5K | 0.06% | −229−27.3% | Reduced |
| Capital Counsel LLC | 611 | $203.5K | 0.01% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 607 | $202.2K | 0.10% | +607 | New |
| Tolleson Wealth Management, Inc. | 606 | $202.0K | 0.04% | −1,600−72.5% | Reduced |
| Unison Asset Management LLC | 606 | $201.9K | 0.10% | 00.0% | Unchanged |
| Hilltop Partners LLC | 605 | $201.6K | 0.07% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 604 | $201.4K | 0.01% | +604 | New |
| EPG Wealth Management LLC | 0 | $201.0K | 0.05% | −728−100.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 603 | $200.9K | 0.06% | +603 | New |
| FSM Wealth Advisors, LLC | 602 | $200.5K | 0.07% | +17+2.9% | Added |
| Amplius Wealth Advisors, LLC | 601 | $200.2K | 0.02% | +38+6.7% | Added |
| Transcendent Capital Group LLC | 595 | $198.2K | 0.11% | −394−39.8% | Reduced |
| Piscataqua Savings Bank | 586 | $195.2K | 0.17% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 583 | $194.2K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 557 | $185.5K | 0.16% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 555 | $184.9K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 551 | $183.5K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 548 | $182.6K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 546 | $179.4K | 0.07% | −59−9.8% | Reduced |