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
- 2,837
- +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 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 3,131 | $1.22M | 0.04% | −309−9.0% | Reduced |
| Gleason Group, Inc. | 3,122 | $1.22M | 0.22% | −62−1.9% | Reduced |
| Rossmore Private Capital | 3,121 | $1.22M | 0.15% | −5−0.2% | Reduced |
| Wilkins Investment Counsel Inc | 3,120 | $1.22M | 0.17% | −100−3.1% | Reduced |
| Legacy Advisors, LLC | 3,115 | $1.22M | 0.13% | +407+15.0% | Added |
| WMS Partners, LLC | 3,102 | $1.21M | 0.07% | +7+0.2% | Added |
| Benin Management CORP | 3,097 | $1.21M | 0.34% | −10.0% | Reduced |
| Gray Wealth Management Inc. | 3,081 | $1.21M | 0.48% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,080 | $1.20M | 0.13% | +81+2.7% | Added |
| Clarus Wealth Advisors | 3,022 | $1.20M | 0.61% | +55+1.9% | Added |
| Aspen Investment Management Inc | 3,076 | $1.20M | 0.56% | +2+0.1% | Added |
| Concentric Wealth Management, LLC | 3,075 | $1.20M | 0.29% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,075 | $1.20M | 0.34% | +10+0.3% | Added |
| Engineers Gate Manager LP | 3,063 | $1.20M | 0.02% | −19,404−86.4% | Reduced |
| Rogco, LP | 3,057 | $1.20M | 0.47% | −184−5.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,053 | $1.19M | 0.30% | +745+32.3% | Added |
| Geller Advisors LLC | 3,044 | $1.19M | 0.08% | −3−0.1% | Reduced |
| Costello Asset Management, INC | 3,041 | $1.19M | 0.80% | −42−1.4% | Reduced |
| Founders Financial Alliance, LLC | 3,036 | $1.19M | 0.33% | −252−7.7% | Reduced |
| Berkshire Asset Management LLC | 3,563 | $1.19M | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,031 | $1.19M | 0.52% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,003 | $1.17M | 0.03% | −199−6.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.17M | 0.35% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,000 | $1.17M | 0.34% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,995 | $1.17M | 0.41% | −45−1.5% | Reduced |
| Belpointe Asset Management LLC | 2,994 | $1.17M | 0.07% | −543−15.4% | Reduced |
| Compass Ion Advisors, LLC | 2,989 | $1.17M | 0.14% | +150+5.3% | Added |
| Financial Management Network Inc | 2,939 | $1.17M | 0.24% | +2+0.1% | Added |
| First Foundation Advisors | 2,984 | $1.17M | 0.04% | −116−3.7% | Reduced |
| Morse Asset Management, Inc | 2,979 | $1.17M | 0.25% | +5+0.2% | Added |
| US Asset Management LLC | 3,011 | $1.17M | 1.03% | −587−16.3% | Reduced |
| 1858 Wealth Management, LLC | 2,970 | $1.16M | 0.96% | −253−7.8% | Reduced |
| Vectors Research Management, LLC | 2,969 | $1.16M | 0.35% | +165+5.9% | Added |
| CMG Global Holdings, LLC | 2,968 | $1.16M | 0.66% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,965 | $1.16M | 0.07% | +158+5.6% | Added |
| Mendel Money Management | 2,962 | $1.16M | 0.50% | −400−11.9% | Reduced |
| Wealth Quarterback LLC | 2,960 | $1.16M | 0.60% | −229−7.2% | Reduced |
| Diversify Advisory Services, LLC | 2,980 | $1.16M | 0.06% | +39+1.3% | Added |
| Sawgrass Asset Management LLC | 2,953 | $1.15M | 0.12% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,952 | $1.15M | 0.38% | −358−10.8% | Reduced |
| Ancora Advisors, LLC | 2,943 | $1.15M | 0.03% | +283+10.6% | Added |
| Harfst & Associates, Inc. | 2,941 | $1.15M | 0.26% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,940 | $1.15M | 0.31% | −2−0.1% | Reduced |
| Peoples Financial Services Corp. | 2,918 | $1.14M | 0.52% | −10−0.3% | Reduced |
| ABN AMRO Bank N.V. | 2,933 | $1.14M | 0.02% | +241+9.0% | Added |
| Well Done, LLC | 2,915 | $1.14M | 0.21% | +25+0.9% | Added |
| Denali Advisors LLC | 2,913 | $1.14M | 0.12% | +2,913 | New |
| South State Corp. | 2,910 | $1.14M | 0.08% | −26−0.9% | Reduced |
| Sentinus, LLC | 2,910 | $1.14M | 0.43% | +33+1.1% | Added |
| Capital Advisors Inc | 2,908 | $1.14M | 0.02% | −126−4.2% | Reduced |
| Heartwood Wealth Advisors LLC | 2,904 | $1.14M | 0.13% | +150+5.4% | Added |
| Covenant Asset Management, LLC | 2,896 | $1.13M | 0.25% | −634−18.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,880 | $1.13M | 0.19% | +5+0.2% | Added |
| Qsemble Capital Management, LP | 2,870 | $1.12M | 0.21% | +2,870 | New |
| Abacus Planning Group, Inc. | 2,869 | $1.12M | 0.20% | −150−5.0% | Reduced |
| Inscription Capital, LLC | 2,869 | $1.12M | 0.17% | −306−9.6% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,859 | $1.12M | 0.86% | +144+5.3% | Added |
| Orrstown Financial Services Inc | 2,848 | $1.11M | 0.33% | +1,338+88.6% | Added |
| Texas Capital Bancshares Inc | 2,833 | $1.11M | 0.45% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,860 | $1.11M | 0.01% | +390+15.8% | Added |
| Drive Wealth Management, LLC | 2,829 | $1.11M | 0.29% | +24+0.9% | Added |
| Ballast, Inc. | 2,828 | $1.11M | 0.31% | −10.0% | Reduced |
| Toth Financial Advisory Corp | 2,818 | $1.10M | 0.13% | −57−2.0% | Reduced |
| Kennebec Savings Bank | 2,813 | $1.10M | 1.09% | +2,813 | New |
| Prosperitas Financial LLC | 2,811 | $1.10M | 0.59% | +82+3.0% | Added |
| Peavine Capital, LLC | 2,800 | $1.10M | 0.27% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,797 | $1.09M | 0.14% | +16+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,792 | $1.09M | 0.04% | −5−0.2% | Reduced |
| RDA Financial Network | 2,789 | $1.09M | 0.34% | +163+6.2% | Added |
| Skopos Labs, Inc. | 2,785 | $1.09M | 0.36% | +136+5.1% | Added |
| Patriot Investment Management Inc. | 2,781 | $1.09M | 0.08% | +9+0.3% | Added |
| Gladius Capital Management LP | 2,781 | $1.09M | 0.65% | −202−6.8% | Reduced |
| Creekside Partners | 2,774 | $1.08M | 0.56% | +4+0.1% | Added |
| Washington Trust Advisors, Inc. | 2,771 | $1.08M | 0.09% | −100−3.5% | Reduced |
| Sittner & Nelson, LLC | 2,763 | $1.08M | 0.48% | −24−0.9% | Reduced |
| Washburn Capital Management, Inc. | 2,762 | $1.08M | 0.77% | −270−8.9% | Reduced |
| Premier Path Wealth Partners, LLC | 2,760 | $1.08M | 0.17% | +274+11.0% | Added |
| Cypress Asset Management Inc | 2,757 | $1.08M | 0.27% | +207+8.1% | Added |
| Verus Capital Partners, LLC | 2,756 | $1.08M | 0.11% | −83−2.9% | Reduced |
| Key Financial Inc | 2,754 | $1.08M | 0.24% | +12+0.4% | Added |
| First Command Advisory Services, Inc. | 2,749 | $1.08M | 0.01% | −21−0.8% | Reduced |
| Cadent Capital Advisors, LLC | 2,748 | $1.07M | 0.37% | +2,748 | New |
| NVWM, LLC | 2,747 | $1.07M | 0.27% | −11−0.4% | Reduced |
| Heartland Bank & Trust Co | 2,745 | $1.07M | 0.58% | +2,745 | New |
| Stiles Financial Services Inc | 2,736 | $1.07M | 0.38% | +112+4.3% | Added |
| Ostrum Asset Management | 2,728 | $1.07M | 0.09% | +33+1.2% | Added |
| Joel Isaacson & Co., LLC | 2,727 | $1.07M | 0.05% | +10.0% | Added |
| TRUE Private Wealth Advisors | 2,724 | $1.07M | 0.13% | −1,596−36.9% | Reduced |
| Somerville Kurt F | 2,715 | $1.06M | 0.17% | −50−1.8% | Reduced |
| Puzo Michael J | 2,710 | $1.06M | 0.28% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,701 | $1.06M | 0.33% | −110−3.9% | Reduced |
| Waycross Partners, LLC | 2,700 | $1.06M | 0.15% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,698 | $1.06M | 0.79% | −363−11.9% | Reduced |
| Wealth Effects LLC | 2,696 | $1.05M | 0.37% | −14−0.5% | Reduced |
| Visionary Wealth Advisors | 2,694 | $1.05M | 0.06% | −296−9.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,694 | $1.05M | 0.57% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,691 | $1.05M | 0.36% | +246+10.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,677 | $1.05M | 0.03% | +524+24.3% | Added |
| Capital Planning Advisors, LLC | 2,666 | $1.04M | 0.16% | +5+0.2% | Added |
| L.M. Kohn & Company | 2,656 | $1.04M | 0.26% | +215+8.8% | Added |