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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 37,673 | $12.5M | 0.15% | +534+1.4% | Added |
| Pittenger & Anderson Inc | 37,170 | $12.4M | 0.51% | −3,115−7.7% | Reduced |
| HighPoint Advisor Group LLC | 36,021 | $12.3M | 0.73% | +682+1.9% | Added |
| Kentucky Retirement Systems | 36,853 | $12.3M | 0.36% | −1,808−4.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 36,627 | $12.2M | 0.50% | −7,391−16.8% | Reduced |
| Vantage Investment Partners, LLC | 36,288 | $12.1M | 1.10% | +1,351+3.9% | Added |
| Advisory Services Network, LLC | 36,197 | $12.1M | 0.25% | −1,400−3.7% | Reduced |
| CSM Advisors, LLC | 36,122 | $12.0M | 0.85% | +633+1.8% | Added |
| Stockman Wealth Management, Inc. | 36,015 | $12.0M | 2.10% | −431−1.2% | Reduced |
| Andra AP-fonden | 36,000 | $12.0M | 0.20% | +1,000+2.9% | Added |
| Brookstone Capital Management | 33,465 | $12.0M | 0.20% | +1,606+5.0% | Added |
| Welch Group, LLC | 35,660 | $11.9M | 0.57% | +711+2.0% | Added |
| Consolidated Planning Corp | 35,616 | $11.9M | 1.96% | +8,503+31.4% | Added |
| Whittier Trust Co of Nevada Inc | 35,591 | $11.9M | 0.33% | −902−2.5% | Reduced |
| La Banque Postale Asset Management SA | 35,537 | $11.8M | 0.49% | +549+1.6% | Added |
| MBB Public Markets I LLC | 35,368 | $11.8M | 0.24% | +33,827+2,195.1% | Added |
| Lyell Wealth Management, LP | 35,367 | $11.8M | 1.12% | +820+2.4% | Added |
| Centiva Capital, LP | 35,184 | $11.7M | 0.57% | +35,184 | New |
| Snowden Capital Advisors LLC | 34,684 | $11.6M | 0.34% | −726−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 34,565 | $11.5M | 0.19% | −22,781−39.7% | Reduced |
| Summit Financial, LLC | 34,456 | $11.5M | 0.52% | +23,370+210.8% | Added |
| Hamilton Capital Partners Inc. | 34,191 | $11.4M | 1.22% | +3,111+10.0% | Added |
| Shelton Capital Management | 33,695 | $11.2M | 0.31% | −221−0.7% | Reduced |
| First American Trust, FSB | 33,272 | $11.1M | 1.11% | +1,372+4.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,248 | $11.1M | 1.13% | −670−2.0% | Reduced |
| Candriam Luxembourg S.C.A. | 33,164 | $11.0M | 0.07% | +66+0.2% | Added |
| F/M Investments LLC | 32,908 | $11.0M | 0.40% | +32,908 | New |
| LMCG Investments, LLC | 32,876 | $11.0M | 0.64% | +31+0.1% | Added |
| Simmons Bank | 32,754 | $10.9M | 0.82% | −5,793−15.0% | Reduced |
| AIA Group Ltd | 32,694 | $10.9M | 0.32% | +3,061+10.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,638 | $10.9M | 0.11% | −6,495−16.6% | Reduced |
| James Investment Research Inc | 32,571 | $10.8M | 1.29% | −204−0.6% | Reduced |
| Cornerstone Advisors, LLC | 32,300 | $10.8M | 0.44% | −200−0.6% | Reduced |
| SpiderRock Advisors, LLC | 32,297 | $10.8M | 0.28% | +3,200+11.0% | Added |
| Jamison Private Wealth Management, Inc. | 32,118 | $10.7M | 1.78% | −958−2.9% | Reduced |
| Omers Administration Corp | 32,077 | $10.7M | 0.10% | +32,077 | New |
| Weiss Asset Management LP | 31,865 | $10.6M | 0.51% | −70,114−68.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,671 | $10.5M | 0.06% | −4,701−12.9% | Reduced |
| Hantz Financial Services, Inc. | 31,411 | $10.5M | 0.20% | −5,769−15.5% | Reduced |
| Hartford Investment Management Co | 31,334 | $10.4M | 0.36% | −1,564−4.8% | Reduced |
| MainStreet Investment Advisors LLC | 31,278 | $10.4M | 1.27% | −4,364−12.2% | Reduced |
| Greenwood Gearhart Inc | 31,077 | $10.4M | 0.98% | −157−0.5% | Reduced |
| German American Bancorp, Inc. | 30,846 | $10.3M | 1.18% | +826+2.8% | Added |
| Shelter Mutual Insurance Co | 30,780 | $10.3M | 2.67% | 00.0% | Unchanged |
| Toroso Investments, LLC | 30,552 | $10.2M | 0.14% | +4,099+15.5% | Added |
| Philadelphia Trust Co | 30,518 | $10.2M | 0.79% | −70−0.2% | Reduced |
| Paradiem, LLC | 30,362 | $10.1M | 2.54% | +1,658+5.8% | Added |
| Adviser Investments LLC | 30,236 | $10.1M | 0.13% | +170+0.6% | Added |
| Illinois Municipal Retirement Fund | 29,985 | $9.99M | 0.15% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 29,700 | $9.89M | 0.78% | +2,214+8.1% | Added |
| United Capital Management of KS, Inc. | 29,408 | $9.80M | 2.16% | +587+2.0% | Added |
| Eagle Global Advisors LLC | 29,089 | $9.69M | 0.51% | +874+3.1% | Added |
| Symmetry Investments LP | 28,300 | $9.43M | 1.18% | +21,400+310.1% | Added |
| Central Bank & Trust Co | 28,288 | $9.42M | 1.31% | −543−1.9% | Reduced |
| Freestone Capital Holdings, LLC | 28,247 | $9.41M | 0.34% | +680+2.5% | Added |
| Securian Asset Management, Inc | 28,121 | $9.37M | 0.27% | −1,864−6.2% | Reduced |
| Drexel Morgan & Co. | 27,886 | $9.29M | 1.99% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 27,872 | $9.29M | 0.43% | +577+2.1% | Added |
| Louisiana State Employees Retirement System | 27,700 | $9.23M | 0.18% | −1,900−6.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,695 | $9.22M | 0.16% | +2,627+10.5% | Added |
| Mather Group, LLC. | 24,992 | $9.16M | 0.11% | +17,756+245.4% | Added |
| Alps Advisors Inc | 27,470 | $9.15M | 0.06% | −26−0.1% | Reduced |
| Norinchukin Bank, The | 27,465 | $9.15M | 0.26% | −791−2.8% | Reduced |
| Madison Asset Management, LLC | 27,177 | $9.05M | 0.11% | −3,899−12.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 27,135 | $9.04M | 0.18% | +3,015+12.5% | Added |
| SlateStone Wealth, LLC | 27,008 | $9.00M | 0.97% | −9,941−26.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 26,941 | $8.97M | 0.13% | −1,388−4.9% | Reduced |
| Farmers & Merchants Investments Inc | 26,851 | $8.94M | 0.30% | +129+0.5% | Added |
| Independent Wealth Network Inc. | 26,678 | $8.89M | 4.14% | +20+0.1% | Added |
| Sigma Investment Counselors Inc | 26,502 | $8.83M | 0.55% | +487+1.9% | Added |
| Tufton Capital Management | 26,355 | $8.78M | 1.71% | −248−0.9% | Reduced |
| Financial Partners Group, LLC | 26,329 | $8.77M | 3.40% | −425−1.6% | Reduced |
| Integris Wealth Management, LLC | 26,275 | $8.75M | 2.53% | −41−0.2% | Reduced |
| Laurion Capital Management LP | 26,269 | $8.75M | 0.29% | +26,269 | New |
| Addenda Capital Inc. | 26,231 | $8.74M | 0.34% | −40.0% | Reduced |
| Brinker Capital Investments, LLC | 26,197 | $8.73M | 0.09% | +2,726+11.6% | Added |
| Orion Portfolio Solutions, LLC | 26,197 | $8.73M | 0.09% | +2,726+11.6% | Added |
| TownSquare Capital, LLC | 26,100 | $8.69M | 0.12% | +4,267+19.5% | Added |
| Allworth Financial LP | 24,960 | $8.68M | 0.06% | +2,165+9.5% | Added |
| Employees Provident Fund Board | 26,000 | $8.66M | 0.14% | +1,300+5.3% | Added |
| Community Bank & Trust, Waco, Texas | 25,853 | $8.61M | 2.15% | +46+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 25,834 | $8.61M | 0.89% | +458+1.8% | Added |
| Vident Advisory, LLC | 25,721 | $8.57M | 0.24% | +1,294+5.3% | Added |
| New Mexico Educational Retirement Board | 25,702 | $8.56M | 0.30% | 00.0% | Unchanged |
| American National Bank | 25,689 | $8.56M | 1.07% | +827+3.3% | Added |
| NEOS Investment Management LLC | 25,588 | $8.52M | 0.35% | +11,042+75.9% | Added |
| Narwhal Capital Management | 25,466 | $8.48M | 0.80% | −1,184−4.4% | Reduced |
| Logan Capital Management Inc | 25,368 | $8.45M | 0.36% | −48−0.2% | Reduced |
| Sigma Planning Corp | 25,340 | $8.44M | 0.27% | −1,135−4.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $8.37M | 2.91% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 25,040 | $8.34M | 0.20% | +3,021+13.7% | Added |
| RSM US Wealth Management LLC | 25,241 | $8.32M | 0.14% | +11,202+79.8% | Added |
| Chartwell Investment Partners, LLC | 24,946 | $8.31M | 0.29% | +6,946+38.6% | Added |
| Compagnie Lombard Odier SCmA | 24,827 | $8.27M | 0.14% | −831−3.2% | Reduced |
| Nomura Holdings Inc | 24,665 | $8.22M | 0.05% | +10,469+73.7% | Added |
| Baader Bank INC | 24,653 | $8.21M | 0.64% | −10,468−29.8% | Reduced |
| Strategic Global Advisors, LLC | 24,488 | $8.16M | 1.70% | +471+2.0% | Added |
| Signet Financial Management, LLC | 24,487 | $8.16M | 1.10% | −392−1.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 24,468 | $8.15M | 0.07% | −18,148−42.6% | Reduced |
| Metis Global Partners, LLC | 23,775 | $7.92M | 0.27% | +4,496+23.3% | Added |