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, Q3 2024
Institutional positions in Caterpillar Inc as of Sep 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
- 2,838
- +155 vs. Q2 2024
- Shares held
- 344.1M
- +36.8M (+12.0%) vs. Q2 2024
- Total value
- $133.6B
- +$31.4B (+30.7%) vs. Q2 2024
- New holders
- 246
- 1,057 more added
- Sold out
- 91
- 1,045 more reduced
30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marion Wealth Management | 2,156 | $843.4K | 0.22% | +7+0.3% | Added |
| Mountain Pacific Investment Advisers Inc | 2,158 | $844.0K | 0.06% | +299+16.1% | Added |
| Townsend Asset Management Corp | 2,161 | $845.1K | 0.31% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 2,161 | $845.2K | 0.44% | +207+10.6% | Added |
| Sterling Wealth Management, Inc. | 2,169 | $848.3K | 0.32% | +200+10.2% | Added |
| Goepper Burkhardt LLC | 2,170 | $848.7K | 0.35% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,172 | $849.5K | 0.19% | +626+40.5% | Added |
| Executive Wealth Management, LLC | 2,174 | $850.3K | 0.07% | +2,174 | New |
| Chicago Trust Co NA | 2,179 | $852.2K | 0.15% | −287−11.6% | Reduced |
| Cercano Management LLC | 2,180 | $852.6K | 0.02% | +2,180 | New |
| Diversified, LLC | 2,181 | $853.0K | 0.09% | +61+2.9% | Added |
| Diversified Enterprises, LLC | 2,181 | $853.0K | 0.09% | +2,181 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,181 | $853.1K | 0.40% | +3+0.1% | Added |
| Tudor Financial Inc. | 2,184 | $854.1K | 0.53% | +2,184 | New |
| Cahaba Wealth Management, Inc. | 2,184 | $854.3K | 0.07% | −13−0.6% | Reduced |
| ORG Wealth Partners, LLC | 2,187 | $855.5K | 0.28% | +2,187 | New |
| Addison Advisors LLC | 2,188 | $855.8K | 0.24% | +37+1.7% | Added |
| Horizon Wealth Management, LLC | 2,194 | $858.2K | 0.17% | +3+0.1% | Added |
| Marietta Investment Partners LLC | 2,195 | $858.5K | 0.18% | −40−1.8% | Reduced |
| Fiduciary Group LLC | 2,196 | $858.7K | 0.09% | +29+1.3% | Added |
| Close Asset Management Ltd | 2,201 | $861.0K | 0.03% | −68−3.0% | Reduced |
| Tyler-Stone Wealth Management | 2,206 | $862.9K | 0.16% | +1,284+139.3% | Added |
| Latitude Advisors, LLC | 2,207 | $863.2K | 0.49% | +71+3.3% | Added |
| Novare Capital Management LLC | 2,210 | $864.3K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,212 | $865.2K | 0.05% | +100+4.7% | Added |
| ORG Partners LLC | 2,221 | $869.2K | 0.14% | −2,299−50.9% | Reduced |
| Adell Harriman & Carpenter Inc | 2,229 | $871.8K | 0.06% | +245+12.3% | Added |
| Aberdeen Wealth Management LLC | 2,232 | $873.1K | 0.57% | −30−1.3% | Reduced |
| United Asset Strategies, Inc. | 2,237 | $874.9K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 2,239 | $875.7K | 0.09% | −37−1.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,242 | $876.9K | 0.05% | +775+52.8% | Added |
| Cascades Capital Asset Management, LLC | 2,242 | $877.0K | 0.48% | +2,242 | New |
| Bright Futures Wealth Management, LLC. | 2,313 | $877.1K | 0.42% | +124+5.7% | Added |
| GHP Investment Advisors, Inc. | 2,247 | $878.9K | 0.04% | +87+4.0% | Added |
| Cable Hill Partners, LLC | 2,254 | $881.6K | 0.09% | +440+24.3% | Added |
| Garner Asset Management Corp | 2,278 | $891.0K | 0.41% | +10.0% | Added |
| Woodstock Corp | 2,280 | $891.8K | 0.09% | −100−4.2% | Reduced |
| Centaurus Financial, Inc. | 2,286 | $894.0K | 0.06% | −2,249−49.6% | Reduced |
| Platform Technology Partners | 2,292 | $896.4K | 0.28% | −100−4.2% | Reduced |
| Mechanics Bank Trust Department | 2,292 | $896.4K | 0.12% | −47−2.0% | Reduced |
| Tidemark, LLC | 2,293 | $897.0K | 0.37% | +2+0.1% | Added |
| Hunter Associates Investment Management LLC | 2,305 | $901.0K | 0.14% | −123−5.1% | Reduced |
| Archer Investment Corp | 2,305 | $901.4K | 0.24% | −870−27.4% | Reduced |
| InTrack Investment Management Inc | 2,306 | $901.9K | 0.64% | +82+3.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,400 | $903.6K | 0.34% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,318 | $906.6K | 0.76% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,321 | $908.0K | 0.53% | +36+1.6% | Added |
| Accredited Investors Inc. | 2,326 | $909.6K | 0.05% | −19−0.8% | Reduced |
| PSI Advisors, LLC | 2,337 | $913.8K | 0.27% | +86+3.8% | Added |
| Arbor Wealth Advisors LLC | 2,337 | $914.0K | 0.82% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,340 | $915.2K | 0.12% | +1,290+122.9% | Added |
| Guardian Wealth Management, Inc. | 2,343 | $916.4K | 0.65% | −59−2.5% | Reduced |
| Addison Capital Co | 2,344 | $916.7K | 0.37% | +10.0% | Added |
| Washington Trust Bank | 2,349 | $918.7K | 0.09% | +27+1.2% | Added |
| BCJ Capital Management, LLC | 2,349 | $918.7K | 0.07% | +237+11.2% | Added |
| Simplicity Wealth,LLC | 2,357 | $922.0K | 0.09% | −18,317−88.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,356 | $922.0K | 0.05% | +199+9.2% | Added |
| Sentry Investment Management LLC | 2,367 | $926.0K | 0.39% | +147+6.6% | Added |
| CVA Family Office, LLC | 2,372 | $927.7K | 0.15% | −93−3.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,373 | $928.1K | 0.46% | +152+6.8% | Added |
| Elyxium Wealth, LLC | 2,381 | $931.3K | 0.51% | +2,381 | New |
| Wimmer Associates 1, LLC | 2,385 | $932.8K | 0.46% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,402 | $939.6K | 0.08% | +159+7.1% | Added |
| Greenwich Wealth Management LLC | 2,413 | $944.0K | 0.06% | +66+2.8% | Added |
| Marex Group plc | 2,418 | $945.7K | 0.02% | −216−8.2% | Reduced |
| Sage Mountain Advisors LLC | 2,420 | $946.4K | 0.08% | +187+8.4% | Added |
| Park Edge Advisors, LLC | 2,421 | $946.9K | 0.27% | +402+19.9% | Added |
| Prestige Wealth Management Group LLC | 2,425 | $948.5K | 0.20% | −38−1.5% | Reduced |
| Veracity Capital LLC | 2,427 | $949.2K | 0.36% | +2+0.1% | Added |
| Fortress Wealth Group, LLC | 2,436 | $951.6K | 0.47% | −205−7.8% | Reduced |
| Trillium Asset Management, LLC | 2,434 | $952.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,436 | $952.8K | 0.08% | −94−3.7% | Reduced |
| Morningstar Investment Services LLC | 2,439 | $954.0K | 0.01% | +440+22.0% | Added |
| Beverly Hills Private Wealth, LLC | 2,440 | $954.5K | 0.19% | +176+7.8% | Added |
| E&G Advisors, LP | 2,442 | $955.1K | 0.26% | −100−3.9% | Reduced |
| Coastal Investment Advisors, Inc. | 2,429 | $956.9K | 0.44% | −2,118−46.6% | Reduced |
| Seelaus Asset Management LLC | 2,453 | $959.4K | 0.88% | +15+0.6% | Added |
| Windsor Capital Management, LLC | 2,454 | $959.8K | 0.28% | −121−4.7% | Reduced |
| Sienna Gestion | 2,464 | $961.4K | 0.06% | +2,464 | New |
| Carret Asset Management, LLC | 2,461 | $962.4K | 0.10% | +10.0% | Added |
| Bill Few Associates, Inc. | 2,462 | $962.9K | 0.34% | −28−1.1% | Reduced |
| BluePath Capital Management, LLC | 2,464 | $963.8K | 0.60% | +448+22.2% | Added |
| RE Dickinson Investment Advisors, LLC | 2,467 | $964.8K | 0.54% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,471 | $966.5K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,472 | $967.0K | 0.03% | +2,472 | New |
| Hamel Associates, Inc. | 2,478 | $968.7K | 0.30% | +68+2.8% | Added |
| Tradition Wealth Management, LLC | 2,478 | $969.3K | 0.09% | +140+6.0% | Added |
| Sax Wealth Advisors, LLC | 2,478 | $969.3K | 0.09% | −60−2.4% | Reduced |
| Chesapeake Wealth Management | 2,480 | $970.0K | 0.33% | +177+7.7% | Added |
| Richwood Investment Advisors, LLC | 2,485 | $971.9K | 0.80% | 00.0% | Unchanged |
| Canopy Partners, LLC | 2,485 | $971.9K | 0.42% | +189+8.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,490 | $973.9K | 0.30% | +150+6.4% | Added |
| Monetta Financial Services Inc | 2,500 | $977.8K | 0.83% | 00.0% | Unchanged |
| Sippican Capital Advisors | 2,500 | $977.8K | 0.68% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,500 | $977.8K | 0.41% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,505 | $979.8K | 0.13% | +610+32.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,512 | $982.5K | 0.33% | −163−6.1% | Reduced |
| Aspiriant, LLC | 2,520 | $985.5K | 0.04% | −100−3.8% | Reduced |
| Claris Advisors, LLC | 2,525 | $987.6K | 0.43% | +93+3.8% | Added |
| Virtus ETF Advisers LLC | 2,526 | $988.0K | 0.46% | +195+8.4% | Added |