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 | 3,772 | $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, 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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 778 | $304.0K | 0.03% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 778 | $304.3K | 0.07% | +22+2.9% | Added |
| Verity & Verity, LLC | 779 | $304.7K | 0.03% | −111−12.5% | Reduced |
| Disciplined Investments, LLC | 779 | $304.7K | 0.15% | −9−1.1% | Reduced |
| Spring Capital Management, LLC | 1,120 | $305.8K | 0.25% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 782 | $306.0K | 0.08% | −37−4.5% | Reduced |
| Cannon Wealth Management Services, LLC | 783 | $306.2K | 0.28% | +783 | New |
| McDonald Partners LLC | 784 | $306.7K | 0.08% | +1+0.1% | Added |
| Cook Wealth Management Group LLC | 809 | $306.8K | 0.15% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 786 | $307.4K | 0.02% | +90+12.9% | Added |
| Cheviot Value Management, LLC | 788 | $308.2K | 0.06% | −5−0.6% | Reduced |
| First PREMIER Bank | 790 | $309.0K | 0.08% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 794 | $310.4K | 0.23% | +35+4.6% | Added |
| Symmetry Partners, LLC | 796 | $311.4K | 0.07% | −4,224−84.1% | Reduced |
| Sightline Wealth Advisors, LLC | 797 | $311.7K | 0.17% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 798 | $312.0K | 0.33% | +137+20.7% | Added |
| Apella Capital, LLC | 792 | $312.3K | 0.01% | +21+2.7% | Added |
| Pekin Hardy Strauss, Inc. | 800 | $312.7K | 0.04% | +1+0.1% | Added |
| Two Sigma Advisers, LP | 800 | $312.9K | 0.00% | −6,800−89.5% | Reduced |
| Versor Investments LP | 800 | $312.9K | 0.05% | −1,900−70.4% | Reduced |
| Ballew Advisors, Inc | 791 | $313.3K | 0.21% | −14−1.7% | Reduced |
| Cambridge Financial Group, LLC | 801 | $313.5K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 811 | $317.0K | 0.03% | +20+2.5% | Added |
| Clark Asset Management, LLC | 811 | $317.2K | 0.07% | +811 | New |
| CAP Partners, LLC | 813 | $318.0K | 0.24% | +3+0.4% | Added |
| Bright Financial Advisors, Inc. | 815 | $318.6K | 0.20% | +123+17.8% | Added |
| Ewa, LLC | 824 | $319.0K | 0.11% | +102+14.1% | Added |
| Axim Planning & Wealth | 816 | $319.2K | 0.36% | +16+2.0% | Added |
| CFO4Life Group, LLC | 817 | $319.6K | 0.06% | −73−8.2% | Reduced |
| Orion Capital Management LLC | 820 | $320.7K | 0.16% | 00.0% | Unchanged |
| Convergence Financial, LLC | 821 | $321.2K | 0.07% | −141−14.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 811 | $321.3K | 0.03% | −92−10.2% | Reduced |
| Encompass Wealth Advisors, LLC | 823 | $321.9K | 0.08% | −18−2.1% | Reduced |
| Versant Capital Management, Inc | 825 | $322.6K | 0.07% | +156+23.3% | Added |
| Rebalance, LLC | 825 | $322.7K | 0.02% | 00.0% | Unchanged |
| waypoint wealth counsel | 827 | $323.2K | 0.22% | −18−2.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 826 | $323.3K | 0.27% | −16−1.9% | Reduced |
| Canvas Wealth Advisors, LLC | 827 | $323.5K | 0.09% | +827 | New |
| Wescott Financial Advisory Group, LLC | 827 | $323.5K | 0.03% | +18+2.2% | Added |
| Magnolia Capital Advisors LLC | 830 | $324.6K | 0.16% | +85+11.4% | Added |
| Alpine Woods Capital Investors, LLC | 821 | $325.6K | 0.06% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 834 | $326.0K | 0.12% | −7−0.8% | Reduced |
| Brightwater Advisory LLC | 839 | $328.1K | 0.24% | +2+0.2% | Added |
| Crown Wealth Group, LLC | 839 | $328.1K | 0.14% | −15−1.8% | Reduced |
| Ellenbecker Investment Group | 839 | $328.5K | 0.06% | −73−8.0% | Reduced |
| Middleton & Co Inc | 840 | $328.5K | 0.04% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 835 | $328.7K | 0.31% | +169+25.4% | Added |
| Sterling Financial Planning, Inc. | 841 | $328.9K | 0.12% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 844 | $330.0K | 0.16% | +4+0.5% | Added |
| American Trust | 844 | $330.1K | 0.03% | −22−2.5% | Reduced |
| D'Orazio & Associates, Inc. | 845 | $330.4K | 0.05% | −25−2.9% | Reduced |
| Zions Bancorporation, N.A. | 845 | $330.5K | 0.02% | +6+0.7% | Added |
| Morton Community Bank | 846 | $330.9K | 0.09% | +99+13.3% | Added |
| True Wealth Design, LLC | 847 | $331.2K | 0.13% | −30−3.4% | Reduced |
| Source Financial Advisors LLC | 848 | $331.9K | 0.10% | −1−0.1% | Reduced |
| Angeles Wealth Management, LLC | 849 | $332.1K | 0.03% | −67−7.3% | Reduced |
| WMG Financial Advisors, LLC | 849 | $332.1K | 0.15% | −26−3.0% | Reduced |
| Northwest Financial Advisors | 850 | $332.3K | 0.26% | −24−2.7% | Reduced |
| Financial Council Asset Management Inc | 850 | $332.5K | 0.17% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 836 | $332.9K | 0.04% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 852 | $333.3K | 0.03% | 00.0% | Unchanged |
| Sunpointe, LLC | 853 | $333.6K | 0.27% | −189−18.1% | Reduced |
| Susquehanna International Group Ltd. | 853 | $333.6K | 0.07% | +853 | New |
| Destination Wealth Management | 854 | $334.0K | 0.01% | +232+37.3% | Added |
| Capital Analysts, LLC | 856 | $334.0K | 0.01% | +72+9.2% | Added |
| Hamilton Capital, LLC | 889 | $334.4K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,005 | $334.8K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 856 | $334.9K | 0.02% | +186+27.8% | Added |
| Verum Partners LLC | 857 | $335.1K | 0.10% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 860 | $336.4K | 0.11% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 862 | $337.1K | 0.05% | −2−0.2% | Reduced |
| Holland Advisory Services, Inc. | 862 | $337.3K | 0.44% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 866 | $338.7K | 0.08% | +80+10.2% | Added |
| Rede Wealth, LLC | 868 | $339.4K | 0.13% | −62−6.7% | Reduced |
| Per Stirling Capital Management, LLC. | 871 | $340.7K | 0.05% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 872 | $341.1K | 0.09% | −50−5.4% | Reduced |
| Luts & Greenleigh Group, Inc | 873 | $341.3K | 0.33% | +34+4.1% | Added |
| Wedge Capital Management L L P | 875 | $342.2K | 0.01% | +9+1.0% | Added |
| Adams Wealth Management | 876 | $342.6K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $342.6K | 0.07% | 00.0% | Unchanged |
| Sym Financial Corp | 876 | $342.6K | 0.05% | +58+7.1% | Added |
| Jmac Enterprises LLC | 876 | $342.6K | 0.05% | +30+3.5% | Added |
| Waterford Advisors, LLC | 877 | $343.0K | 0.17% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 880 | $344.2K | 0.19% | −22−2.4% | Reduced |
| Eclectic Associates Inc | 880 | $344.2K | 0.14% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 885 | $346.2K | 0.15% | −41−4.4% | Reduced |
| Fragasso Group Inc. | 886 | $346.5K | 0.03% | +50+6.0% | Added |
| Mayfair Advisory Group, LLC | 873 | $346.6K | 0.22% | +1+0.1% | Added |
| Madison Wealth Partners, Inc | 888 | $347.3K | 0.10% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 891 | $348.6K | 0.16% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 892 | $348.9K | 0.20% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 896 | $350.4K | 0.16% | +172+23.8% | Added |
| Headinvest, LLC | 896 | $350.4K | 0.06% | 00.0% | Unchanged |
| Sabal Trust CO | 899 | $351.6K | 0.02% | +139+18.3% | Added |
| MBB Public Markets I LLC | 900 | $352.0K | 0.03% | −34,468−97.5% | Reduced |
| Cullen Capital Management LLC | 900 | $352.0K | 0.00% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 900 | $352.0K | 0.24% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 900 | $352.1K | 0.17% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 902 | $352.8K | 0.02% | +5+0.6% | Added |
| American State Bank (Iowa) | 903 | $353.2K | 0.21% | +2+0.2% | Added |