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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 529 | $176.1K | 0.03% | +529 | New |
| TSFG, LLC | 529 | $176.0K | 0.04% | −38−6.7% | Reduced |
| Strengthening Families & Communities, LLC | 520 | $173.0K | 0.05% | +520 | New |
| Frazier Financial Advisors, LLC | 509 | $169.6K | 0.13% | +14+2.8% | Added |
| First Personal Financial Services | 508 | $169.2K | 0.04% | −25−4.7% | Reduced |
| M&R Capital Management Inc | 500 | $166.6K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 500 | $166.6K | 0.08% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 493 | $164.2K | 0.88% | −20−3.9% | Reduced |
| PrairieView Partners, LLC | 493 | $164.0K | 0.02% | +175+55.0% | Added |
| Riverview Trust Co | 485 | $161.6K | 0.15% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 484 | $161.1K | 0.10% | −239−33.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 479 | $159.6K | 0.04% | +400+506.3% | Added |
| BOK Financial Private Wealth, Inc. | 468 | $155.9K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 468 | $155.9K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 462 | $153.9K | 0.07% | +462 | New |
| Front Row Advisors LLC | 451 | $150.2K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 457 | $150.0K | 0.00% | −738−61.8% | Reduced |
| West Branch Capital LLC | 450 | $149.9K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 448 | $149.2K | 0.09% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 445 | $148.2K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 443 | $147.6K | 0.07% | 00.0% | Unchanged |
| Caption Management, LLC | 440 | $146.6K | 0.02% | +440 | New |
| Optiver Holding B.V. | 434 | $144.6K | 0.00% | −222−33.8% | Reduced |
| Briaud Financial Planning, Inc | 433 | $144.0K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 431 | $143.7K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 428 | $143.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 428 | $142.6K | 0.04% | 00.0% | Unchanged |
| Ossiam | 428 | $142.6K | 0.00% | +428 | New |
| Tradewinds Capital Management, LLC | 427 | $142.4K | 0.04% | +3+0.7% | Added |
| Nordwand Advisors, LLC | 420 | $139.9K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 420 | $139.9K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 415 | $138.1K | 0.08% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $133.2K | 0.08% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 395 | $131.6K | 0.05% | +22+5.9% | Added |
| Trust Co | 391 | $130.2K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 386 | $128.6K | 0.01% | 00.0% | Unchanged |
| Motco | 382 | $127.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 370 | $124.0K | 0.08% | −34−8.4% | Reduced |
| Bruce G. Allen Investments, LLC | 372 | $123.9K | 0.10% | +12+3.3% | Added |
| Bell Investment Advisors, Inc | 368 | $122.6K | 0.02% | −6−1.6% | Reduced |
| First Pacific Financial | 364 | $121.2K | 0.03% | +212+139.5% | Added |
| Valued Wealth Advisors LLC | 359 | $119.6K | 0.08% | +220+158.3% | Added |
| Cetera Trust Company, N.A | 359 | $119.6K | 0.08% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 356 | $118.6K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 355 | $118.2K | 0.02% | −48−11.9% | Reduced |
| HighMark Wealth Management LLC | 352 | $117.3K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $116.6K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 348 | $115.9K | 0.03% | +310+815.8% | Added |
| Bear Mountain Capital, Inc. | 345 | $115.8K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 329 | $113.7K | 0.04% | +329 | New |
| Centerpoint Advisors, LLC | 340 | $113.0K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 334 | $111.4K | 0.03% | −5−1.5% | Reduced |
| Coston, McIsaac & Partners | 331 | $110.0K | 0.03% | +21+6.8% | Added |
| Carolinas Wealth Consulting LLC | 322 | $106.9K | 0.02% | −1−0.3% | Reduced |
| Atticus Wealth Management, LLC | 316 | $105.3K | 0.03% | +9+2.9% | Added |
| Morton Brown Family Wealth, LLC | 290 | $103.2K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 302 | $100.6K | 0.02% | −32−9.6% | Reduced |
| SWS Partners | 294 | $98.0K | 0.03% | +294 | New |
| Avion Wealth | 283 | $94.0K | 0.03% | +9+3.3% | Added |
| Pathway Financial Advisers, LLC | 283 | $93.6K | 0.03% | +3+1.1% | Added |
| BFSG, LLC | 275 | $91.6K | 0.01% | −401−59.3% | Reduced |
| Meeder Asset Management Inc | 270 | $89.9K | 0.01% | −830−75.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 262 | $87.3K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 261 | $86.9K | 0.04% | +130+99.2% | Added |
| Horizons Wealth Management | 250 | $86.7K | 0.07% | +39+18.5% | Added |
| Hobbs Group Advisors, LLC | 259 | $86.3K | 0.03% | +259 | New |
| Providence Capital Advisors, LLC | 258 | $85.9K | 0.02% | +13+5.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 250 | $83.7K | 0.05% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 250 | $83.3K | 0.03% | −46−15.5% | Reduced |
| St. Johns Investment Management Company, LLC | 250 | $83.3K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 246 | $81.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $81.6K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 244 | $81.3K | 0.02% | −5−2.0% | Reduced |
| Kings Path Partners LLC | 237 | $78.9K | 0.04% | +237 | New |
| Barrett & Company, Inc. | 231 | $77.0K | 0.03% | −51−18.1% | Reduced |
| Pin Oak Investment Advisors Inc | 232 | $77.0K | 0.07% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 228 | $75.9K | 0.04% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 226 | $75.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 224 | $75.0K | 0.00% | +35+18.5% | Added |
| Bray Capital Advisors | 223 | $74.3K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 220 | $73.3K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 219 | $73.1K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 217 | $72.0K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 215 | $71.5K | 0.05% | +38+21.5% | Added |
| Cornerstone Planning Group LLC | 225 | $71.0K | 0.02% | −18−7.4% | Reduced |
| Atlantic Private Wealth, LLC | 211 | $70.4K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 209 | $69.6K | 0.05% | +34+19.4% | Added |
| Sachetta, LLC | 199 | $68.1K | 0.03% | +36+22.1% | Added |
| 1832 Asset Management L.P. | 200 | $66.6K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 200 | $66.6K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $66.6K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $66.6K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $66.6K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $66.6K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 200 | $66.6K | 0.00% | +200 | New |
| A.P. Gilfoyle & Co., L.P. | 200 | $65.6K | 2.86% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 195 | $65.0K | 0.01% | +16+8.9% | Added |
| America First Investment Advisors, LLC | 192 | $64.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 191 | $63.6K | 0.05% | +4+2.1% | Added |
| New England Capital Financial Advisors LLC | 189 | $62.9K | 0.04% | 00.0% | Unchanged |