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 |
|---|---|---|---|---|---|
| Ted Buchan & Co | 2,527 | $988.4K | 0.47% | +15+0.6% | Added |
| Carson Advisory Inc. | 2,535 | $991.4K | 0.62% | +74+3.0% | Added |
| Fortem Financial Group, LLC | 2,535 | $991.5K | 0.40% | +115+4.8% | Added |
| Verity Asset Management, Inc. | 2,560 | $991.7K | 0.37% | −694−21.3% | Reduced |
| Live Oak Investment Partners | – | $992.3K | 0.77% | – | – |
| Woodmont Investment Counsel LLC | 2,538 | $992.7K | 0.07% | +29+1.2% | Added |
| Disciplined Equity Management, Inc. | 2,540 | $993.4K | 0.63% | −210−7.6% | Reduced |
| Cortland Associates Inc | 2,544 | $995.0K | 0.12% | +1,198+89.0% | Added |
| Heck Capital Advisors, LLC | 2,546 | $995.8K | 0.11% | −16−0.6% | Reduced |
| Titleist Asset Management, LLC | 2,551 | $997.6K | 0.14% | −26−1.0% | Reduced |
| Palumbo Wealth Management LLC | 2,557 | $1.00M | 0.39% | −22−0.9% | Reduced |
| Lakeview Capital Partners, LLC | 2,559 | $1.00M | 0.16% | −486−16.0% | Reduced |
| BOS Asset Management, LLC | 2,563 | $1.00M | 0.37% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,566 | $1.00M | 0.14% | −29−1.1% | Reduced |
| Heritage Wealth Advisors | 2,568 | $1.00M | 0.05% | +12+0.5% | Added |
| White Lighthouse Investment Management Inc. | 2,571 | $1.01M | 0.18% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,581 | $1.01M | 0.30% | +4+0.2% | Added |
| Quadcap Wealth Management, LLC | 2,583 | $1.01M | 0.16% | +8+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,583 | $1.01M | 0.17% | −212−7.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,585 | $1.01M | 0.25% | −40−1.5% | Reduced |
| Northstar Group, Inc. | 2,586 | $1.01M | 0.18% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,591 | $1.01M | 0.22% | −68−2.6% | Reduced |
| Stableford Capital II LLC | 2,521 | $1.01M | 0.40% | −136−5.1% | Reduced |
| Epoch Investment Partners, Inc. | 2,597 | $1.02M | 0.00% | −108−4.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,607 | $1.02M | 0.10% | −40−1.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,609 | $1.02M | 0.11% | −552−17.5% | Reduced |
| Hancock Whitney Corp | 2,613 | $1.02M | 0.03% | −57−2.1% | Reduced |
| LVW Advisors, LLC | 2,614 | $1.02M | 0.13% | −628−19.4% | Reduced |
| Keel Point, LLC | 2,616 | $1.02M | 0.09% | −41−1.5% | Reduced |
| Sonora Investment Management Group, LLC | 2,639 | $1.03M | 0.08% | −2,338−47.0% | Reduced |
| Redwood Wealth Management Group, LLC | 2,640 | $1.03M | 0.51% | −13−0.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,641 | $1.03M | 0.84% | +44+1.7% | Added |
| Klingenstein Fields & Co LP | 2,643 | $1.03M | 0.04% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,645 | $1.03M | 0.36% | 00.0% | Unchanged |
| Hilltop National Bank | 2,646 | $1.03M | 0.31% | +10+0.4% | Added |
| Marcum Wealth, LLC | 2,649 | $1.04M | 0.10% | +87+3.4% | Added |
| Sompo Asset Management Co., Ltd. | 2,650 | $1.04M | 0.16% | −60−2.2% | Reduced |
| L.M. Kohn & Company | 2,656 | $1.04M | 0.26% | +215+8.8% | Added |
| Capital Planning Advisors, LLC | 2,666 | $1.04M | 0.16% | +5+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 2,677 | $1.05M | 0.03% | +524+24.3% | Added |
| Catalina Capital Group, LLC | 2,691 | $1.05M | 0.36% | +246+10.1% | Added |
| Eagle Bluffs Wealth Management LLC | 2,694 | $1.05M | 0.57% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,694 | $1.05M | 0.06% | −296−9.9% | Reduced |
| Wealth Effects LLC | 2,696 | $1.05M | 0.37% | −14−0.5% | Reduced |
| WealthTrust Asset Management, LLC | 2,698 | $1.06M | 0.79% | −363−11.9% | Reduced |
| Waycross Partners, LLC | 2,700 | $1.06M | 0.15% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,701 | $1.06M | 0.33% | −110−3.9% | Reduced |
| Puzo Michael J | 2,710 | $1.06M | 0.28% | 00.0% | Unchanged |
| Somerville Kurt F | 2,715 | $1.06M | 0.17% | −50−1.8% | Reduced |
| TRUE Private Wealth Advisors | 2,724 | $1.07M | 0.13% | −1,596−36.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,727 | $1.07M | 0.05% | +10.0% | Added |
| Ostrum Asset Management | 2,728 | $1.07M | 0.09% | +33+1.2% | Added |
| Stiles Financial Services Inc | 2,736 | $1.07M | 0.38% | +112+4.3% | Added |
| Heartland Bank & Trust Co | 2,745 | $1.07M | 0.58% | +2,745 | New |
| NVWM, LLC | 2,747 | $1.07M | 0.27% | −11−0.4% | Reduced |
| Cadent Capital Advisors, LLC | 2,748 | $1.07M | 0.37% | +2,748 | New |
| First Command Advisory Services, Inc. | 2,749 | $1.08M | 0.01% | −21−0.8% | Reduced |
| Key Financial Inc | 2,754 | $1.08M | 0.24% | +12+0.4% | Added |
| Verus Capital Partners, LLC | 2,756 | $1.08M | 0.11% | −83−2.9% | Reduced |
| Cypress Asset Management Inc | 2,757 | $1.08M | 0.27% | +207+8.1% | Added |
| Premier Path Wealth Partners, LLC | 2,760 | $1.08M | 0.17% | +274+11.0% | Added |
| Washburn Capital Management, Inc. | 2,762 | $1.08M | 0.77% | −270−8.9% | Reduced |
| Sittner & Nelson, LLC | 2,763 | $1.08M | 0.48% | −24−0.9% | Reduced |
| Washington Trust Advisors, Inc. | 2,771 | $1.08M | 0.09% | −100−3.5% | Reduced |
| Creekside Partners | 2,774 | $1.08M | 0.56% | +4+0.1% | Added |
| Gladius Capital Management LP | 2,781 | $1.09M | 0.65% | −202−6.8% | Reduced |
| Patriot Investment Management Inc. | 2,781 | $1.09M | 0.08% | +9+0.3% | Added |
| Skopos Labs, Inc. | 2,785 | $1.09M | 0.36% | +136+5.1% | Added |
| RDA Financial Network | 2,789 | $1.09M | 0.34% | +163+6.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,792 | $1.09M | 0.04% | −5−0.2% | Reduced |
| Curated Wealth Partners LLC | 2,797 | $1.09M | 0.14% | +16+0.6% | Added |
| Peavine Capital, LLC | 2,800 | $1.10M | 0.27% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,811 | $1.10M | 0.59% | +82+3.0% | Added |
| Kennebec Savings Bank | 2,813 | $1.10M | 1.09% | +2,813 | New |
| Toth Financial Advisory Corp | 2,818 | $1.10M | 0.13% | −57−2.0% | Reduced |
| Ballast, Inc. | 2,828 | $1.11M | 0.31% | −10.0% | Reduced |
| Drive Wealth Management, LLC | 2,829 | $1.11M | 0.29% | +24+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,860 | $1.11M | 0.01% | +390+15.8% | Added |
| Texas Capital Bancshares Inc | 2,833 | $1.11M | 0.45% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,848 | $1.11M | 0.33% | +1,338+88.6% | Added |
| Nabity-Jensen Investment Management Inc | 2,859 | $1.12M | 0.86% | +144+5.3% | Added |
| Inscription Capital, LLC | 2,869 | $1.12M | 0.17% | −306−9.6% | Reduced |
| Abacus Planning Group, Inc. | 2,869 | $1.12M | 0.20% | −150−5.0% | Reduced |
| Qsemble Capital Management, LP | 2,870 | $1.12M | 0.21% | +2,870 | New |
| Ironwood Investment Counsel, LLC | 2,880 | $1.13M | 0.19% | +5+0.2% | Added |
| Covenant Asset Management, LLC | 2,896 | $1.13M | 0.25% | −634−18.0% | Reduced |
| Heartwood Wealth Advisors LLC | 2,904 | $1.14M | 0.13% | +150+5.4% | Added |
| Capital Advisors Inc | 2,908 | $1.14M | 0.02% | −126−4.2% | Reduced |
| Sentinus, LLC | 2,910 | $1.14M | 0.43% | +33+1.1% | Added |
| South State Corp. | 2,910 | $1.14M | 0.08% | −26−0.9% | Reduced |
| Denali Advisors LLC | 2,913 | $1.14M | 0.12% | +2,913 | New |
| Well Done, LLC | 2,915 | $1.14M | 0.21% | +25+0.9% | Added |
| ABN AMRO Bank N.V. | 2,933 | $1.14M | 0.02% | +241+9.0% | Added |
| Peoples Financial Services Corp. | 2,918 | $1.14M | 0.52% | −10−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,940 | $1.15M | 0.31% | −2−0.1% | Reduced |
| Harfst & Associates, Inc. | 2,941 | $1.15M | 0.26% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,943 | $1.15M | 0.03% | +283+10.6% | Added |
| Fiduciary Family Office, LLC | 2,952 | $1.15M | 0.38% | −358−10.8% | Reduced |
| Sawgrass Asset Management LLC | 2,953 | $1.15M | 0.12% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,980 | $1.16M | 0.06% | +39+1.3% | Added |