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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 13,383 | $4.46M | 0.81% | +12,792+2,164.5% | Added |
| Gilliland Jeter Wealth Management LLC | 13,363 | $4.45M | 1.50% | +18+0.1% | Added |
| Ameritas Investment Partners, Inc. | 13,303 | $4.43M | 0.15% | −180−1.3% | Reduced |
| Kinneret Advisory, LLC | 13,160 | $4.38M | 0.42% | −3,364−20.4% | Reduced |
| Reliant Investment Management, LLC | 13,137 | $4.38M | 2.06% | −4,998−27.6% | Reduced |
| Financial Advisory Service, Inc. | 13,123 | $4.37M | 0.38% | +809+6.6% | Added |
| Ledyard National Bank | 13,104 | $4.36M | 0.42% | +122+0.9% | Added |
| Wetherby Asset Management Inc | 13,094 | $4.36M | 0.21% | −282−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,041 | $4.34M | 0.21% | +319+2.5% | Added |
| Trajan Wealth LLC | 13,020 | $4.34M | 0.28% | −405−3.0% | Reduced |
| Blue Edge Capital, LLC | 13,007 | $4.33M | 0.72% | −12−0.1% | Reduced |
| Guyasuta Investment Advisors Inc | 14,612 | $4.32M | 0.32% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,949 | $4.31M | 0.23% | −348−2.6% | Reduced |
| Anchor Investment Management, LLC | 12,941 | $4.31M | 0.44% | +489+3.9% | Added |
| Iowa State Bank | 12,826 | $4.27M | 0.94% | −1,259−8.9% | Reduced |
| Viewpoint Capital Management LLC | 12,785 | $4.26M | 2.61% | −12,548−49.5% | Reduced |
| Thoroughbred Financial Services, LLC | 12,784 | $4.26M | 0.28% | +2,210+20.9% | Added |
| Stonebridge Capital Management Inc | 12,722 | $4.24M | 1.81% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 12,712 | $4.23M | 1.13% | −100−0.8% | Reduced |
| Hayek Kallen Investment Management | 12,697 | $4.23M | 1.58% | −164−1.3% | Reduced |
| DT Investment Partners, LLC | 12,557 | $4.18M | 0.37% | +18+0.1% | Added |
| Applied Capital LLC | 12,511 | $4.17M | 3.64% | +148+1.2% | Added |
| Barbara Oil Co. | 12,500 | $4.16M | 1.82% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12,460 | $4.15M | 1.44% | +22+0.2% | Added |
| Jackson Square Capital, LLC | 12,399 | $4.13M | 1.02% | −381−3.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 12,364 | $4.12M | 0.68% | −95−0.8% | Reduced |
| Vista Investment Partners LLC | 12,323 | $4.10M | 1.37% | +76+0.6% | Added |
| North Star Investment Management Corp. | 12,298 | $4.10M | 0.30% | −2,733−18.2% | Reduced |
| MEMBERS Trust Co | 12,268 | $4.09M | 0.12% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 12,207 | $4.07M | 0.35% | +13+0.1% | Added |
| Liberty One Investment Management, LLC | 12,206 | $4.07M | 0.46% | −849−6.5% | Reduced |
| Signaturefd, LLC | 12,206 | $4.07M | 0.08% | −352−2.8% | Reduced |
| Sapient Capital LLC | 12,190 | $4.06M | 0.08% | −512−4.0% | Reduced |
| Panagora Asset Management Inc | 12,132 | $4.04M | 0.02% | −273,568−95.8% | Reduced |
| Whitener Capital Management, Inc. | 12,086 | $4.03M | 1.22% | +232+2.0% | Added |
| Profund Advisors LLC | 12,076 | $4.02M | 0.15% | −610−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 11,990 | $3.99M | 0.28% | +2,889+31.7% | Added |
| Focus Financial Network, Inc. | 11,159 | $3.99M | 0.17% | +560+5.3% | Added |
| Azimuth Capital Investment Management LLC | 11,960 | $3.98M | 0.16% | −300−2.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,948 | $3.98M | 0.93% | +435+3.8% | Added |
| Argyle Capital Management Inc. | 11,942 | $3.98M | 1.64% | −1,975−14.2% | Reduced |
| Leavell Investment Management, Inc. | 11,922 | $3.97M | 0.22% | +169+1.4% | Added |
| Slow Capital, Inc. | 11,908 | $3.97M | 0.64% | −241−2.0% | Reduced |
| New Hampshire Trust | 11,834 | $3.94M | 0.90% | +223+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 11,811 | $3.93M | 0.30% | +4,869+70.1% | Added |
| Spire Wealth Management | 11,694 | $3.90M | 0.14% | −2,286−16.4% | Reduced |
| Kingsview Wealth Management, LLC | 11,658 | $3.88M | 0.09% | −345−2.9% | Reduced |
| EP Wealth Advisors, LLC | 11,632 | $3.87M | 0.04% | +1,166+11.1% | Added |
| Procyon Private Wealth Partners, LLC | 11,628 | $3.87M | 0.29% | −55−0.5% | Reduced |
| Midland Wealth Advisors LLC | 11,563 | $3.85M | 0.23% | −117−1.0% | Reduced |
| Gouws Capital LLC | 11,547 | $3.85M | 2.75% | +270+2.4% | Added |
| Spirit of America Management Corp | 11,490 | $3.83M | 0.78% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 11,463 | $3.82M | 0.27% | +11,463 | New |
| XTX Topco Ltd | 11,453 | $3.81M | 0.33% | +11,453 | New |
| Providence Wealth Advisors, LLC | 11,587 | $3.78M | 3.01% | +67+0.6% | Added |
| Johnson Investment Counsel Inc | 11,344 | $3.78M | 0.04% | −52−0.5% | Reduced |
| Creative Financial Designs Inc | 11,282 | $3.76M | 0.33% | +246+2.2% | Added |
| Smith, Moore & Co. | 11,281 | $3.76M | 0.39% | +240+2.2% | Added |
| CAPROCK Group, Inc. | 11,276 | $3.76M | 0.15% | +4,225+59.9% | Added |
| MWA Asset Management | 11,259 | $3.75M | 2.67% | −60−0.5% | Reduced |
| Modus Advisors, LLC | 11,253 | $3.75M | 1.33% | +53+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 11,239 | $3.74M | 0.18% | +549+5.1% | Added |
| Wakefield Asset Management LLLP | 11,234 | $3.74M | 1.31% | −875−7.2% | Reduced |
| Moneta Group Investment Advisors LLC | 11,173 | $3.72M | 0.06% | +630+6.0% | Added |
| BLB&B Advisors, LLC | 11,173 | $3.72M | 0.20% | −206−1.8% | Reduced |
| Lake Street Financial LLC | 11,077 | $3.69M | 0.48% | +6,493+141.6% | Added |
| Relative Value Partners Group, LLC | 11,077 | $3.69M | 0.48% | +10,112+1,047.9% | Added |
| Asset Management Group, Inc. | 11,057 | $3.68M | 0.69% | +63+0.6% | Added |
| Capital Investment Counsel, Inc | 11,035 | $3.68M | 0.55% | +300+2.8% | Added |
| Money Concepts Capital Corp | 11,011 | $3.67M | 0.31% | −284−2.5% | Reduced |
| CPA Asset Management LLC | 11,009 | $3.67M | 1.96% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 10,996 | $3.66M | 2.36% | +825+8.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,964 | $3.65M | 0.11% | +4,372+66.3% | Added |
| Commerzbank Aktiengesellschaft | 10,933 | $3.64M | 0.12% | +94+0.9% | Added |
| Heritage Trust Co | 10,933 | $3.64M | 0.48% | −66−0.6% | Reduced |
| IHT Wealth Management, LLC | 10,906 | $3.63M | 0.14% | +498+4.8% | Added |
| Capstone Investment Advisors, LLC | 10,854 | $3.62M | 0.08% | +10,763+11,827.5% | Added |
| Consolidated Capital Management, LLC | 10,853 | $3.62M | 1.73% | −5,434−33.4% | Reduced |
| Traynor Capital Management, Inc. | 10,789 | $3.59M | 0.30% | +134+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,788 | $3.59M | 0.16% | +4,963+85.2% | Added |
| Campbell & CO Investment Adviser LLC | 10,773 | $3.59M | 0.31% | +10,773 | New |
| Whalerock Point Partners, LLC | 10,742 | $3.58M | 0.96% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10,737 | $3.58M | 1.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10,713 | $3.57M | 0.40% | +164+1.6% | Added |
| Kinloch Capital, LLC | 10,697 | $3.56M | 1.86% | −212−1.9% | Reduced |
| Pure Financial Advisors, Inc. | 10,675 | $3.56M | 0.10% | +319+3.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,625 | $3.54M | 2.43% | −2,518−19.2% | Reduced |
| PFG Advisors | 10,623 | $3.54M | 0.24% | +199+1.9% | Added |
| Tritonpoint Wealth, LLC | 10,612 | $3.53M | 0.34% | −84−0.8% | Reduced |
| Graypoint LLC | 10,590 | $3.53M | 0.24% | −703−6.2% | Reduced |
| Harbor Capital Advisors, Inc. | 10,528 | $3.51M | 0.27% | +19+0.2% | Added |
| Mystic Asset Management, Inc. | 10,455 | $3.48M | 1.41% | −23−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,449 | $3.48M | 0.00% | −24,676−70.3% | Reduced |
| Legacy Financial Strategies, LLC | 10,514 | $3.48M | 0.84% | +828+8.5% | Added |
| JPL Wealth Management, LLC | 10,359 | $3.45M | 1.69% | +1,158+12.6% | Added |
| Hudson Capital Management LLC | 10,350 | $3.45M | 1.16% | +10,350 | New |
| Prudential PLC | 10,333 | $3.44M | 0.02% | +2,854+38.2% | Added |
| Occidental Asset Management, LLC | 10,331 | $3.44M | 0.60% | +462+4.7% | Added |
| Gluskin Sheff & Assoc Inc | 10,325 | $3.44M | 0.39% | −6−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,314 | $3.44M | 0.78% | 00.0% | Unchanged |