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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.

Q3 2024 vs. Q2 2024

How the institutions holding Caterpillar Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of CAT: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2,712302,837+155
Shares344.1M36.9M344.1M+36.8M (+12.0%)
Value$114.5B$12.3B$133.6B+$31.4B (+30.7%)

30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (246)

Institutions that held Caterpillar Inc at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 246 by value.

Institutions new to CAT in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.35,411,116$13.8B0.29%
Menora Mivtachim Holdings Ltd.414,000$161.9M1.02%
B. Metzler seel. Sohn & Co. Holding AG140,614$55.0M0.55%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund110,546$43.2M0.44%
Healthcare of Ontario Pension Plan Trust Fund90,000$35.2M0.09%
Nan Shan Life Insurance Co., Ltd.87,695$34.3M0.81%
Atalanta Sosnoff Capital, LLC57,230$22.4M0.48%
Tudor Investment Corp Et Al40,027$15.7M0.17%
Meridian Wealth Management, LLC37,697$14.7M0.72%
Henshaw Capital LLC34,060$13.3M0.56%
Two Sigma Securities, LLC19,923$7.79M0.61%
Reuter James Wealth Management, LLC18,635$7.29M1.34%
Sterling Capital Management LLC17,051$6.67M0.09%
Massachusetts Institute of Technology16,714$6.54M0.87%
BSN Capital Partners Ltd17,450$6.01M1.18%
Pflug Koory, LLC13,958$5.46M2.68%
Stevens Capital Management LP11,403$4.46M0.63%
OneAscent Financial Services LLC11,171$4.37M3.14%
CWA Asset Management Group, LLC10,915$4.27M0.23%
Argent Financial Group, Inc.10,871$4.25M0.50%
Vestor Capital, LLC10,687$4.18M0.33%
Cannon Advisors, Inc.9,476$3.71M3.03%
Radnor Capital Management, LLC8,362$3.27M0.49%
Oddo BHF Asset Management SAS8,009$3.13M0.16%
D L Carlson Investment Group Inc7,082$2.77M0.50%
44 Wealth Management LLC7,034$2.71M0.95%
Bayesian Capital Management, LP6,159$2.41M0.28%
Graham Capital Management, L.P.5,800$2.27M0.07%
Aster Capital Management (DIFC) Ltd5,397$2.11M0.46%
LGT Fund Management Co Ltd.5,249$2.07M0.21%
Lockheed Martin Investment Management Co5,200$2.03M0.09%
Wolff Financial Management LLC5,014$1.96M0.53%
Betterment LLC4,539$1.77M0.00%
Signal Advisors Wealth, LLC4,511$1.76M0.25%
CoreCap Advisors, LLC4,390$1.72M0.08%
Shell Asset Management Co4,378$1.71M0.08%
Aigen Investment Management, LP4,037$1.58M0.31%
Agf Management Ltd3,995$1.56M0.01%
Grantham, Mayo, Van Otterloo & Co. LLC3,672$1.44M0.00%
Promethium Advisors,llc3,631$1.42M1.00%
FNY Investment Advisers, LLC3,500$1.37M0.66%
Howard Capital Management Inc.3,199$1.25M0.02%
Denali Advisors LLC2,913$1.14M0.12%
Qsemble Capital Management, LP2,870$1.12M0.21%
Kennebec Savings Bank2,813$1.10M1.09%
Cadent Capital Advisors, LLC2,748$1.07M0.37%
Heartland Bank & Trust Co2,745$1.07M0.58%
Evoke Wealth, LLC2,472$967.0K0.03%
Sienna Gestion2,464$961.4K0.06%
Elyxium Wealth, LLC2,381$931.3K0.51%
Cascades Capital Asset Management, LLC2,242$877.0K0.48%
ORG Wealth Partners, LLC2,187$855.5K0.28%
Tudor Financial Inc.2,184$854.1K0.53%
Diversified Enterprises, LLC2,181$853.0K0.09%
Cercano Management LLC2,180$852.6K0.02%
Executive Wealth Management, LLC2,174$850.3K0.07%
Private Wealth Advisors2,046$802.8K0.33%
Copley Financial Group, Inc.2,045$799.8K0.73%
Ullmann Financial Group, Inc.1,993$779.5K0.10%
Dark Forest Capital Management LP1,988$777.5K0.10%
LifePro Asset Management1,978$773.6K0.47%
Mizuho Securities Co. Ltd.1,930$754.9K1.86%
OneAscent Wealth Management LLC1,900$743.0K0.28%
Objective Capital Management, LLC1,832$716.7K0.42%
Centurion Wealth Management LLC1,810$707.9K0.23%
Chiron Investment Management, LLC1,740$680.5K0.24%
Taylor Hoffman Capital Management LLC1,711$643.7K0.25%
Oversea-Chinese Banking CORP Ltd1,611$630.1K0.02%
Scientech Research LLC1,600$625.8K0.12%
Arvest Bank Trust Division1,560$610.1K0.04%
Watts Gwilliam & Co., LLC1,469$569.9K0.12%
Firestone Capital Management1,391$544.0K0.14%
Calton & Associates, Inc.1,296$507.3K0.19%
Caxton Associates LP1,280$500.6K0.02%
Wolverine Trading, LLC1,278$499.8K0.01%
TCFG Wealth Management, LLC1,238$484.4K0.24%
ICONIQ Capital, LLC1,231$481.5K0.01%
Machina Capital S.A.S.1,231$481.5K0.19%
Philip James Wealth Mangement, LLC1,231$481.4K0.06%
Cantor Fitzgerald Investment Adviser L.P.1,126$440.4K0.03%
Mindset Wealth Management, LLC1,118$437.4K0.18%
Heritage Oak Wealth Advisors LLC1,118$437.3K0.20%
Schrum Private Wealth Management LLC1,096$428.7K0.22%
Prentice Wealth Management LLC1,091$426.7K0.13%
Bender Robert & Associates1,089$426.1K0.09%
NWF Advisory Services Inc.1,057$413.3K0.06%
Embree Financial Group1,054$412.4K0.07%
Brophy Wealth Management, LLC1,045$408.8K0.15%
Community Trust & Investment Co1,020$398.9K0.03%
Private Portfolio Partners LLC1,013$396.0K0.07%
Kestra Investment Management, LLC1,005$393.1K0.02%
Bridgewealth Advisory Group, LLC976$381.9K0.14%
Vision Capital Management, Inc.970$379.4K0.05%
Gallacher Capital Management LLC951$372.1K0.17%
Mount Vernon Associates Inc950$372.0K0.30%
360 Financial, Inc.945$369.6K0.14%
Driehaus Capital Management LLC912$356.7K0.00%
Susquehanna International Group Ltd.853$333.6K0.07%
Canvas Wealth Advisors, LLC827$323.5K0.09%
Clark Asset Management, LLC811$317.2K0.07%

Sold out (91)

Institutions that held Caterpillar Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CAT in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Capitolis Liquid Global Markets LLC155,000$51.6M
Capital Fund Management S.A.144,162$48.0M
ExodusPoint Capital Management, LP126,665$42.2M
PGGM Investments87,044$29.0M
Twinbeech Capital LP85,214$28.4M
Connor, Clark & Lunn Investment Management Ltd.62,241$20.7M
Brevan Howard Capital Management LP54,666$18.2M
Symmetry Investments LP28,300$9.43M
Laurion Capital Management LP26,269$8.75M
Employees Provident Fund Board26,000$8.66M
Simplex Trading, LLC15,201$5.06M
FORA Capital, LLC14,144$4.71M
Trajan Wealth LLC13,020$4.34M
Campbell & CO Investment Adviser LLC10,773$3.59M
Arrowstreet Capital, Limited Partnership10,449$3.48M
Mirabella Financial Services LLP9,537$3.18M
Occudo Quantitative Strategies LP9,014$3.00M
Neo Ivy Capital Management8,684$2.89M
Quantbot Technologies LP8,205$2.73M
Boston Private Wealth LLC7,368$2.45M
Marvin & Palmer Associates Inc7,185$2.39M
Eisler Capital (UK) Ltd.6,260$2.09M
Sherbrooke Park Advisers LLC6,070$2.02M
Vinland Capital Management Gestora de Recursos LTDA.5,980$1.99M
CMT Capital Markets Trading GmbH5,428$1.81M
Privium Fund Management (UK) Ltd4,655$1.53M
Mittelman Wealth Management4,287$1.43M
Nebula Research & Development LLC3,171$1.06M
FCG Investment Co3,060$1.02M
IFG Advisory, LLC2,938$978.7K
Threadgill Financial, LLC2,794$930.6K
Maxi Investments CY Ltd2,272$757.0K
Wayfinding Financial, LLC2,222$740.0K
Impact Partnership Wealth, LLC2,143$713.9K
Bridgewater Associates, LP2,045$681.2K
Lecap Asset Management Ltd2,038$678.9K
Deerfield Management Company, L.P. (Series C)1,954$650.9K
NovaPoint Capital, LLC1,839$612.6K
TradeLink Capital LLC1,800$600.0K
Eisler Capital (US) LLC1,795$597.9K
Crewe Advisors LLC1,712$570.3K
Corton Capital Inc.1,704$567.6K
Mount Yale Investment Advisors, LLC1,686$561.7K
Oak Hill Wealth Advisors, LLC1,684$561.1K
Audent Global Asset Management, LLC1,647$548.6K
Allstate Corp1,554$517.6K
EHP Funds Inc.1,500$499.6K
Prelude Capital Management, LLC1,288$429.0K
Duff & Phelps Investment Management Co1,168$389.1K
Harvest Investment Services, LLC1,117$372.2K
Oxford Asset Management LLP1,070$356.4K
QCM Cayman, Ltd.1,002$333.8K
Shay Capital LLC1,000$333.1K
Cito Capital Group, LLC1,000$333.0K
Gsa Capital Partners LLP998$332.0K
Ssi Investment Management LLC992$330.4K
Shelton Wealth Management, LLC892$297.1K
Keebeck Alpha, LP890$296.5K
3Chopt Investment Partners, LLC869$289.5K
Requisite Capital Management, LLC866$288.6K
Weil Company, Inc.830$276.5K
Symphony Financial Services, Inc.316$265.5K
Financial Enhancement Group LLC746$247.3K
Independent Solutions Wealth Management, LLC727$242.2K
Legacy Financial Group LLC707$235.5K
St. Louis Trust Co668$222.5K
Foguth Wealth Management, LLC.645$214.7K
Steele Capital Management, Inc.643$214.3K
AJOVista, LLC641$213.5K
Planning Directions Inc637$212.2K
EntryPoint Capital, LLC462$153.9K
Harel Insurance Investments & Financial Services Ltd.457$150.0K
Caption Management, LLC440$146.6K
Optiver Holding B.V.434$144.6K
SWS Partners294$98.0K
Abich Financial Wealth Management LLC215$71.5K
America First Investment Advisors, LLC192$64.0K
HWG Holdings LP163$54.1K
Unique Wealth Strategies, LLC140$51.3K
Triad Wealth Partners, LLC147$49.0K
Family Firm, Inc.126$42.0K
Quarry LP103$34.3K
Financial Connections Group, Inc.87$28.0K
Elequin Capital LP55$18.3K
Fairway Wealth LLC48$16.0K
Kelly Financial Services LLC39$13.0K
LGT Financial Advisors LLC28$9.33K
Icon Advisers Inc25$8.33K
Camelot Portfolios, LLC25$8.33K
Wetzel Investment Advisors, Inc.8$2.93K
Innealta Capital, LLC2$666

Not filed for Q3 2024 yet (30)

Institutions that held Caterpillar Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CAT in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.36,212,981$12.1B
Hyman Charles D160,161$53.4M
Ofi Invest Asset Management145,526$45.2M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)110,146$36.7M
Susquehanna Fundamental Investments, LLC91,971$30.6M
Benjamin F. Edwards & Company, Inc.27,695$9.22M
Buckingham Strategic Wealth, LLC19,162$6.38M
Abbrea Capital, LLC17,595$5.86M
Relative Value Partners Group, LLC11,077$3.69M
Heritage Trust Co10,933$3.64M
JPL Wealth Management, LLC10,359$3.45M
Hoylecohen, LLC9,544$3.18M
Permanent Capital Management, LP5,369$2.08M
McKinley Capital Management LLC /Delaware2,938$978.6K
Farmers National Bank2,878$958.7K
Girard Partners Ltd.2,781$926.5K
Gratus Capital LLC2,123$707.1K
Taylor Hoffman Wealth Management1,711$563.1K
Arvest Trust Co N A1,588$529.0K
Epic Trust Investment Advisors, LLC1,355$451.5K
Institutional & Family Asset Management, LLC1,137$378.7K
ICA Group Wealth Management, LLC1,093$364.1K
Greylin Investment Mangement Inc1,050$349.8K
Coordinated Financial Services, Inc.657$219.0K
JJJ Advisors Inc.302$100.6K
A.P. Gilfoyle & Co., L.P.200$65.6K
Private Ocean, LLC148$49.3K
Custom Portfolio Group LLC39$13.0K
Sofos Investments, Inc.37$12.3K
Hershey Financial Advisers, LLC18$6.00K