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
- 2,713
- +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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Comerica Bank | 115,427 | $38.4M | 0.16% | −4,723−3.9% | Reduced |
| Gabelli Funds LLC | 114,277 | $38.1M | 0.29% | −683−0.6% | Reduced |
| QRG Capital Management, Inc. | 113,283 | $37.7M | 0.45% | +13,729+13.8% | Added |
| Temasek Holdings (Private) Ltd | 112,942 | $37.6M | 0.17% | +106,327+1,607.4% | Added |
| S&CO Inc | 112,804 | $37.6M | 2.62% | −3,045−2.6% | Reduced |
| Pinnacle Associates Ltd | 111,165 | $37.0M | 0.58% | +15,300+16.0% | Added |
| Conning Inc. | 111,125 | $37.0M | 1.33% | −7,455−6.3% | Reduced |
| KBC Group NV | 110,783 | $36.9M | 0.11% | +49,372+80.4% | Added |
| Intech Investment Management LLC | 110,444 | $36.8M | 0.46% | −51,679−31.9% | Reduced |
| Clearstead Advisors, LLC | 110,379 | $36.8M | 0.63% | +105,156+2,013.3% | Added |
| Alpha Cubed Investments, LLC | 110,354 | $36.8M | 1.75% | −3,102−2.7% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 110,146 | $36.7M | 0.41% | +110,146 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109,849 | $36.6M | 0.09% | +9,704+9.7% | Added |
| Bradley Foster & Sargent Inc | 109,310 | $36.4M | 0.66% | −2,353−2.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 108,265 | $36.1M | 0.31% | +60,134+124.9% | Added |
| Vontobel Holding Ltd. | 107,734 | $35.9M | 0.12% | −5,454−4.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,421 | $35.8M | 0.24% | −4,338−3.9% | Reduced |
| Capital International Sarl | 106,125 | $35.4M | 1.08% | −20,415−16.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 105,872 | $35.3M | 0.08% | +16,689+18.7% | Added |
| Allspring Global Investments Holdings, LLC | 101,828 | $33.9M | 0.06% | −3,889−3.7% | Reduced |
| IFM Investors Pty Ltd | 101,597 | $33.8M | 0.34% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 101,079 | $33.7M | 2.92% | 00.0% | Unchanged |
| HRT Financial LP | 100,289 | $33.4M | 0.19% | +67,933+210.0% | Added |
| Quadrature Capital Ltd | 100,148 | $33.4M | 0.56% | +74,585+291.8% | Added |
| Paralel Advisors LLC | 100,000 | $33.3M | 1.59% | 00.0% | Unchanged |
| Amalgamated Bank | 99,671 | $33.2M | 0.28% | −9,195−8.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 99,095 | $33.0M | 0.74% | +568+0.6% | Added |
| Minneapolis Portfolio Management Group, LLC | 98,751 | $32.9M | 4.45% | −1,334−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 96,491 | $32.1M | 0.34% | +1,133+1.2% | Added |
| Kames Capital plc | 96,403 | $32.1M | 0.45% | +85,156+757.1% | Added |
| British Columbia Investment Management Corp | 95,649 | $31.9M | 0.19% | +34,663+56.8% | Added |
| Yousif Capital Management, LLC | 95,554 | $31.8M | 0.36% | −7,109−6.9% | Reduced |
| Country Trust Bank | 93,882 | $31.3M | 0.79% | −4,458−4.5% | Reduced |
| Czech National Bank | 93,194 | $31.0M | 0.36% | +3,620+4.0% | Added |
| Main Street Research LLC | 92,451 | $30.8M | 2.03% | +2,786+3.1% | Added |
| Susquehanna Fundamental Investments, LLC | 91,971 | $30.6M | 0.71% | +91,971 | New |
| Van Eck Associates Corp | 91,435 | $30.5M | 0.04% | +11,157+13.9% | Added |
| Handelsbanken Fonder AB | 90,467 | $30.1M | 0.13% | −85,042−48.5% | Reduced |
| Stephens Inc | 90,073 | $30.0M | 0.46% | −3,439−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 89,934 | $30.0M | 0.35% | −730−0.8% | Reduced |
| Regions Financial Corp | 89,683 | $29.9M | 0.23% | −3,243−3.5% | Reduced |
| Brown Advisory Inc | 88,867 | $29.6M | 0.04% | +1,159+1.3% | Added |
| Stock Yards Bank & Trust Co | 88,539 | $29.5M | 0.98% | −713−0.8% | Reduced |
| Prospera Financial Services Inc | 88,327 | $29.4M | 0.82% | +53,519+153.8% | Added |
| Busey Wealth Management | 87,963 | $29.3M | 1.00% | +9,321+11.9% | Added |
| Capital International Ltd | 87,865 | $29.3M | 1.35% | −21,267−19.5% | Reduced |
| Varma Mutual Pension Insurance Co | 87,856 | $29.3M | 0.24% | −11,940−12.0% | Reduced |
| Foundry Partners, LLC | 87,080 | $29.0M | 1.56% | +7,238+9.1% | Added |
| PGGM Investments | 87,044 | $29.0M | 0.42% | +29,212+50.5% | Added |
| Levin Capital Strategies, L.P. | 86,654 | $28.9M | 3.05% | −3,694−4.1% | Reduced |
| Swiss Life Asset Management Ltd | 86,473 | $28.8M | 0.34% | +7,739+9.8% | Added |
| Nichols & Pratt Advisers LLP | 85,487 | $28.5M | 1.92% | −2,252−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 85,271 | $28.4M | 0.29% | +28,821+51.1% | Added |
| Twinbeech Capital LP | 85,214 | $28.4M | 0.56% | +85,214 | New |
| United Services Automobile Association | 85,128 | $28.4M | 0.72% | −1,918−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 82,786 | $27.6M | 0.42% | +1,541+1.9% | Added |
| Macquarie Group Ltd | 82,577 | $27.5M | 0.03% | +493+0.6% | Added |
| Edgar Lomax Co | 80,823 | $26.9M | 1.74% | −1,380−1.7% | Reduced |
| Utah Retirement Systems | 80,565 | $26.8M | 0.32% | −7,900−8.9% | Reduced |
| D.A. Davidson & Co. | 80,490 | $26.8M | 0.24% | −287−0.4% | Reduced |
| Vaughan David Investments LLC | 80,399 | $26.8M | 0.68% | +8,299+11.5% | Added |
| TD Waterhouse Canada Inc. | 80,731 | $26.6M | 0.24% | +18,877+30.5% | Added |
| J. Safra Sarasin Holding AG | 79,121 | $26.3M | 0.48% | +79,121 | New |
| Credit Agricole S A | 78,690 | $26.2M | 0.16% | +44,892+132.8% | Added |
| Strategic Financial Concepts, LLC | 200,654 | $25.9M | 0.09% | +199,948+28,321.2% | Added |
| USS Investment Management Ltd | 77,156 | $25.7M | 0.21% | −2,805−3.5% | Reduced |
| AMF Pensionsforsakring AB | 76,734 | $25.6M | 0.19% | −2,915−3.7% | Reduced |
| Erste Asset Management GmbH | 77,582 | $25.4M | 0.34% | −1,943−2.4% | Reduced |
| Scotia Capital Inc. | 76,216 | $25.4M | 0.15% | +22,954+43.1% | Added |
| Mediolanum International Funds Ltd | 81,020 | $24.8M | 0.41% | +1,407+1.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 74,119 | $24.7M | 0.06% | +74,119 | New |
| NorthCrest Asset Manangement, LLC | 73,157 | $24.4M | 0.81% | +788+1.1% | Added |
| Guggenheim Capital LLC | 72,983 | $24.3M | 0.17% | −10,304−12.4% | Reduced |
| Willis Investment Counsel | 72,411 | $24.1M | 1.67% | +50+0.1% | Added |
| Gotham Asset Management, LLC | 72,319 | $24.1M | 0.31% | +18,871+35.3% | Added |
| Trexquant Investment LP | 72,172 | $24.0M | 0.37% | +72,172 | New |
| Banco Santander, S.A. | 71,765 | $23.9M | 0.30% | −9,257−11.4% | Reduced |
| Achmea Investment Management B.V. | 71,713 | $23.9M | 0.43% | +35,918+100.3% | Added |
| Marco Investment Management LLC | 71,623 | $23.9M | 2.20% | +100.0% | Added |
| Private Advisor Group, LLC | 71,078 | $23.7M | 0.16% | +3,408+5.0% | Added |
| Xponance, Inc. | 69,862 | $23.3M | 0.24% | −30,958−30.7% | Reduced |
| CIBC Asset Management Inc | 69,692 | $23.2M | 0.08% | −4,591−6.2% | Reduced |
| CWM, LLC | 69,599 | $23.2M | 0.11% | +14,937+27.3% | Added |
| Public Employees Retirement Association of Colorado | 69,343 | $23.1M | 0.10% | −3,354−4.6% | Reduced |
| Advisors Capital Management, LLC | 69,284 | $23.1M | 0.40% | −35−0.1% | Reduced |
| Ausdal Financial Partners, Inc. | 68,805 | $22.9M | 2.45% | +153+0.2% | Added |
| Grassi Investment Management | 68,554 | $22.8M | 2.03% | −300−0.4% | Reduced |
| Mutual of America Capital Management LLC | 68,265 | $22.7M | 0.25% | −2,277−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 68,040 | $22.7M | 0.27% | +11,367+20.1% | Added |
| New York Life Investment Management LLC | 67,445 | $22.5M | 0.23% | −2,314−3.3% | Reduced |
| Pathstone Holdings, LLC | 67,341 | $22.4M | 0.10% | −6,057−8.3% | Reduced |
| Glenview Trust Co | 67,058 | $22.3M | 0.45% | −2,584−3.7% | Reduced |
| Westchester Capital Management, Inc. | 66,833 | $22.3M | 5.62% | +49+0.1% | Added |
| Oppenheimer & Co Inc | 66,571 | $22.2M | 0.35% | +5,517+9.0% | Added |
| Tredje AP-fonden | 66,290 | $22.1M | 0.21% | −168,758−71.8% | Reduced |
| Cutler Investment Counsel LLC | 66,233 | $22.1M | 3.00% | −666−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 66,091 | $22.0M | 0.42% | +14,875+29.0% | Added |
| Janus Henderson Group PLC | 66,021 | $22.0M | 0.01% | −4,599−6.5% | Reduced |
| Man Group plc | 65,957 | $22.0M | 0.06% | +48,076+268.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 65,612 | $21.9M | 0.54% | −14,532−18.1% | Reduced |