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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 23,699 | $7.89M | 0.25% | −68−0.3% | Reduced |
| Hixon Zuercher, LLC | 23,661 | $7.88M | 3.32% | −1,338−5.4% | Reduced |
| Ieq Capital, LLC | 23,642 | $7.88M | 0.11% | +2,462+11.6% | Added |
| Howe & Rusling Inc | 23,586 | $7.86M | 0.72% | −22,762−49.1% | Reduced |
| Jefferies Financial Group Inc. | 23,540 | $7.84M | 0.15% | −10,304−30.4% | Reduced |
| Aull & Monroe Investment Management Corp | 23,471 | $7.82M | 3.83% | −900−3.7% | Reduced |
| Raymond James Trust N.A. | 23,454 | $7.81M | 0.18% | −423−1.8% | Reduced |
| Sentry LLC | 23,404 | $7.80M | 1.44% | −32−0.1% | Reduced |
| Atomi Financial Group, Inc. | 23,321 | $7.77M | 0.58% | +1,839+8.6% | Added |
| Fusion Capital, LLC | 23,271 | $7.75M | 3.54% | −864−3.6% | Reduced |
| Spinnaker Trust | 23,210 | $7.73M | 0.50% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 23,131 | $7.70M | 0.76% | −832−3.5% | Reduced |
| Welch & Forbes LLC | 23,503 | $7.68M | 0.10% | −257−1.1% | Reduced |
| Community Bank of Raymore | 23,063 | $7.68M | 5.96% | −17,492−43.1% | Reduced |
| Principle Wealth Partners LLC | 23,037 | $7.67M | 0.58% | −416−1.8% | Reduced |
| AE Wealth Management LLC | 23,025 | $7.67M | 0.08% | +4,589+24.9% | Added |
| Groupama Asset Managment | 23,013 | $7.67M | 0.16% | −3,814−14.2% | Reduced |
| McGuire Investment Group, LLC | 22,922 | $7.64M | 1.09% | +447+2.0% | Added |
| Kavar Capital Partners Group, LLC | 22,907 | $7.63M | 1.38% | −565−2.4% | Reduced |
| Banque Cantonale Vaudoise | 22,859 | $7.61M | 0.30% | −4,617−16.8% | Reduced |
| Capital Investment Counsel, LLC | 22,721 | $7.57M | 1.48% | +1,202+5.6% | Added |
| Perigon Wealth Management, LLC | 22,711 | $7.56M | 0.22% | −1,068−4.5% | Reduced |
| Wesbanco Bank Inc | 22,701 | $7.56M | 0.28% | −798−3.4% | Reduced |
| Highland Capital Management, LLC | 22,676 | $7.55M | 0.45% | +1,967+9.5% | Added |
| Apollon Wealth Management, LLC | 22,661 | $7.55M | 0.23% | +1,673+8.0% | Added |
| Ferguson Wellman Capital Management, Inc | 22,570 | $7.52M | 0.15% | −2,135−8.6% | Reduced |
| Engineers Gate Manager LP | 22,467 | $7.48M | 0.17% | +21,660+2,684.0% | Added |
| Global Retirement Partners, LLC | 22,466 | $7.48M | 0.23% | +3,232+16.8% | Added |
| Moors & Cabot, Inc. | 22,328 | $7.44M | 0.40% | −49−0.2% | Reduced |
| UniSuper Management Pty Ltd | 22,296 | $7.43M | 0.06% | +12,496+127.5% | Added |
| Hartford Financial Management Inc. | 22,278 | $7.42M | 1.59% | −645−2.8% | Reduced |
| TruWealth Advisors, LLC | 22,248 | $7.41M | 0.49% | +5,571+33.4% | Added |
| Northwest Investment Counselors, LLC | 22,116 | $7.37M | 1.84% | +198+0.9% | Added |
| City Holding Co | 22,094 | $7.36M | 1.09% | +121+0.6% | Added |
| Citizens National Bank Trust Department | 21,673 | $7.22M | 1.61% | +73+0.3% | Added |
| Crestwood Advisors Group LLC | 21,506 | $7.16M | 0.15% | +102+0.5% | Added |
| Boit C F David | 21,400 | $7.13M | 3.71% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 21,388 | $7.12M | 0.02% | +308+1.5% | Added |
| BKD Wealth Advisors, LLC | 21,230 | $7.07M | 0.18% | −16−0.1% | Reduced |
| Knuff & Co LLC | 21,107 | $7.03M | 2.28% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 20,947 | $6.98M | 0.13% | +5,394+34.7% | Added |
| Churchill Management Corp | 20,848 | $6.94M | 0.08% | −268−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 20,794 | $6.93M | 0.22% | −30−0.1% | Reduced |
| Simplicity Wealth,LLC | 20,674 | $6.89M | 0.16% | +847+4.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,571 | $6.85M | 0.17% | −6,250−23.3% | Reduced |
| Axxcess Wealth Management, LLC | 20,477 | $6.82M | 0.19% | −1,355−6.2% | Reduced |
| Silver Oak Securities, Inc | 20,473 | $6.82M | 1.02% | +159+0.8% | Added |
| Searle & Co. | 20,423 | $6.80M | 1.59% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 20,336 | $6.77M | 0.44% | −977−4.6% | Reduced |
| Trifecta Capital Advisors, LLC | 20,334 | $6.77M | 1.50% | +1,348+7.1% | Added |
| Beacon Investment Advisory Services, Inc. | 20,327 | $6.77M | 0.29% | −3,987−16.4% | Reduced |
| Advisors Asset Management, Inc. | 20,055 | $6.68M | 0.13% | −919−4.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 19,823 | $6.60M | 1.53% | +2,668+15.6% | Added |
| Silvercrest Asset Management Group LLC | 19,817 | $6.60M | 0.05% | +2,478+14.3% | Added |
| Mutual Advisors, LLC | 19,144 | $6.60M | 0.20% | −1,384−6.7% | Reduced |
| Park Avenue Securities LLC | 19,767 | $6.58M | 0.08% | +5,232+36.0% | Added |
| Eagle Asset Management Inc | 20,000 | $6.58M | 0.04% | −14,932−42.7% | Reduced |
| Pinnacle Financial Partners Inc | 18,760 | $6.58M | 0.14% | +832+4.6% | Added |
| Kingswood Wealth Advisors, LLC | 19,718 | $6.57M | 0.59% | +6,265+46.6% | Added |
| Vestcor Inc | 19,633 | $6.54M | 0.22% | +974+5.2% | Added |
| Concurrent Investment Advisors, LLC | 19,582 | $6.52M | 0.22% | +4,097+26.5% | Added |
| Koshinski Asset Management, Inc. | 19,957 | $6.51M | 0.60% | +2,708+15.7% | Added |
| Steel Peak Wealth Management LLC | 19,507 | $6.50M | 0.31% | +7,680+64.9% | Added |
| Asset Dedication, LLC | 19,497 | $6.49M | 0.45% | −51−0.3% | Reduced |
| Biechele Royce Advisors | 19,228 | $6.41M | 2.16% | −853−4.2% | Reduced |
| MAI Capital Management | 19,222 | $6.40M | 0.06% | −238−1.2% | Reduced |
| Anderson Hoagland & Co | 19,630 | $6.40M | 0.67% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 19,162 | $6.38M | 0.07% | −449−2.3% | Reduced |
| Northeast Investment Management | 19,093 | $6.36M | 0.30% | +76+0.4% | Added |
| Hodges Capital Management Inc. | 19,005 | $6.33M | 0.42% | −699−3.5% | Reduced |
| Colonial Trust Advisors | 18,990 | $6.33M | 0.61% | +741+4.1% | Added |
| Bleakley Financial Group, LLC | 18,943 | $6.31M | 0.18% | +160+0.9% | Added |
| Wedbush Securities Inc | 18,923 | $6.30M | 0.23% | +602+3.3% | Added |
| Caldwell Trust Co | 18,815 | $6.27M | 0.69% | −571−2.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 18,800 | $6.26M | 1.35% | −4,594−19.6% | Reduced |
| Resources Investment Advisors, LLC. | 18,751 | $6.25M | 0.08% | +2,034+12.2% | Added |
| Kiley Juergens Wealth Management, LLC | 18,724 | $6.24M | 1.73% | +66+0.4% | Added |
| Creekmur Asset Management LLC | 18,666 | $6.22M | 1.61% | +1,203+6.9% | Added |
| Pallas Capital Advisors LLC | 17,457 | $6.22M | 0.28% | +353+2.1% | Added |
| King Luther Capital Management Corp | 18,653 | $6.21M | 0.03% | +66+0.4% | Added |
| Spears Abacus Advisors LLC | 18,651 | $6.21M | 0.13% | −4,839−20.6% | Reduced |
| AustralianSuper Pty Ltd | 18,550 | $6.18M | 0.04% | −451−2.4% | Reduced |
| Physicians Financial Services, Inc. | 18,539 | $6.17M | 2.01% | +224+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,470 | $6.15M | 0.02% | −3,543−16.1% | Reduced |
| Neville Rodie & Shaw Inc | 18,385 | $6.12M | 0.46% | 00.0% | Unchanged |
| Columbia Asset Management | 18,380 | $6.12M | 1.15% | −379−2.0% | Reduced |
| Ameritas Advisory Services, LLC | 18,339 | $6.11M | 0.23% | +319+1.8% | Added |
| Quantitative Investment Management, LLC | 18,285 | $6.09M | 0.66% | +18,285 | New |
| Robertson Stephens Wealth Management, LLC | 18,263 | $6.08M | 0.32% | +3,656+25.0% | Added |
| Aries Wealth Management | 18,092 | $6.03M | 1.90% | −36−0.2% | Reduced |
| Financial & Tax Architects, LLC | 18,074 | $6.02M | 1.61% | +229+1.3% | Added |
| Romano Brothers and Company | 18,046 | $6.01M | 0.83% | −31−0.2% | Reduced |
| Gateway Advisory, LLC | 17,825 | $5.94M | 1.01% | +233+1.3% | Added |
| Oak Harbor Wealth Partners, LLC | 17,732 | $5.91M | 1.86% | +30.0% | Added |
| Ipswich Investment Management Co., Inc. | 17,706 | $5.90M | 1.38% | −250−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,660 | $5.88M | 0.07% | +1,127+6.8% | Added |
| Stratos Wealth Partners, LTD. | 17,644 | $5.88M | 0.09% | +1,377+8.5% | Added |
| Bridge Creek Capital Management LLC | 17,598 | $5.86M | 1.89% | −335−1.9% | Reduced |
| Abbrea Capital, LLC | 17,595 | $5.86M | 0.78% | −377−2.1% | Reduced |
| Advocate Group LLC | 17,593 | $5.86M | 1.18% | +74+0.4% | Added |