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 |
|---|---|---|---|---|---|
| Voisard Asset Management Group, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 8 | $2.93K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 7 | $2.41K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 7 | $2.33K | 0.00% | −1,391−99.5% | Reduced |
| Westend Capital Management, LLC | 6 | $1.97K | 0.00% | −8−57.1% | Reduced |
| American Capital Advisory, LLC | 6 | $1.82K | 0.00% | +6 | New |
| WealthCollab, LLC | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $999 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 2 | $666 | 0.00% | +2 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $334 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 666 | $79 | 0.06% | +360+117.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −203,200−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −150,780−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −105,232−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −44,655−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −41,881−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −37,202−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −37,201−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −35,822−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −34,864−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −27,043−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −24,409−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −20,702−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −20,533−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −19,388−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −15,968−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −13,237−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −12,340−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −11,265−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −10,682−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −10,053−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −8,780−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −8,087−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,486−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −6,843−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −6,355−100.0% | Sold out |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Del-Sette Capital Management, LLC | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −4,639−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −3,141−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,029−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Warren Street Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| McCarthy & Cox | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| Idaho Trust Bank | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Bender Robert & Associates | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Mount Vernon Associates Inc | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| BEAM Asset Management, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Borer Denton & Associates, Inc. | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Penobscot Wealth Management | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Stokes Capital Advisors, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Cascade Investment Group, Inc. | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| TMD Wealth Management, LLC | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −641−100.0% | Sold out |