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 |
|---|---|---|---|---|---|
| Woodstock Corp | 2,280 | $891.8K | 0.09% | −100−4.2% | Reduced |
| Garner Asset Management Corp | 2,278 | $891.0K | 0.41% | +10.0% | Added |
| Cable Hill Partners, LLC | 2,254 | $881.6K | 0.09% | +440+24.3% | Added |
| GHP Investment Advisors, Inc. | 2,247 | $878.9K | 0.04% | +87+4.0% | Added |
| Bright Futures Wealth Management, LLC. | 2,313 | $877.1K | 0.42% | +124+5.7% | Added |
| Cascades Capital Asset Management, LLC | 2,242 | $877.0K | 0.48% | +2,242 | New |
| Smith Chas P & Associates Pa Cpas | 2,242 | $876.9K | 0.05% | +775+52.8% | Added |
| Intrust Bank NA | 2,239 | $875.7K | 0.09% | −37−1.6% | Reduced |
| United Asset Strategies, Inc. | 2,237 | $874.9K | 0.08% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,232 | $873.1K | 0.57% | −30−1.3% | Reduced |
| Adell Harriman & Carpenter Inc | 2,229 | $871.8K | 0.06% | +245+12.3% | Added |
| ORG Partners LLC | 2,221 | $869.2K | 0.14% | −2,299−50.9% | Reduced |
| Acropolis Investment Management, LLC | 2,212 | $865.2K | 0.05% | +100+4.7% | Added |
| Novare Capital Management LLC | 2,210 | $864.3K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,207 | $863.2K | 0.49% | +71+3.3% | Added |
| Tyler-Stone Wealth Management | 2,206 | $862.9K | 0.16% | +1,284+139.3% | Added |
| Close Asset Management Ltd | 2,201 | $861.0K | 0.03% | −68−3.0% | Reduced |
| Fiduciary Group LLC | 2,196 | $858.7K | 0.09% | +29+1.3% | Added |
| Marietta Investment Partners LLC | 2,195 | $858.5K | 0.18% | −40−1.8% | Reduced |
| Horizon Wealth Management, LLC | 2,194 | $858.2K | 0.17% | +3+0.1% | Added |
| Addison Advisors LLC | 2,188 | $855.8K | 0.24% | +37+1.7% | Added |
| ORG Wealth Partners, LLC | 2,187 | $855.5K | 0.28% | +2,187 | New |
| Cahaba Wealth Management, Inc. | 2,184 | $854.3K | 0.07% | −13−0.6% | Reduced |
| Tudor Financial Inc. | 2,184 | $854.1K | 0.53% | +2,184 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,181 | $853.1K | 0.40% | +3+0.1% | Added |
| Diversified, LLC | 2,181 | $853.0K | 0.09% | +61+2.9% | Added |
| Diversified Enterprises, LLC | 2,181 | $853.0K | 0.09% | +2,181 | New |
| Cercano Management LLC | 2,180 | $852.6K | 0.02% | +2,180 | New |
| Chicago Trust Co NA | 2,179 | $852.2K | 0.15% | −287−11.6% | Reduced |
| Executive Wealth Management, LLC | 2,174 | $850.3K | 0.07% | +2,174 | New |
| Cranbrook Wealth Management, LLC | 2,172 | $849.5K | 0.19% | +626+40.5% | Added |
| Goepper Burkhardt LLC | 2,170 | $848.7K | 0.35% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,169 | $848.3K | 0.32% | +200+10.2% | Added |
| Dudley Capital Management, LLC | 2,161 | $845.2K | 0.44% | +207+10.6% | Added |
| Townsend Asset Management Corp | 2,161 | $845.1K | 0.31% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,158 | $844.0K | 0.06% | +299+16.1% | Added |
| Marion Wealth Management | 2,156 | $843.4K | 0.22% | +7+0.3% | Added |
| Lingohr & Partner Asset Management GmbH | 2,160 | $842.0K | 2.04% | +37+1.7% | Added |
| Callan Family Office, LLC | 2,144 | $838.6K | 0.14% | +83+4.0% | Added |
| Oakworth Capital, Inc. | 2,135 | $835.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,128 | $832.3K | 0.20% | −40−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 2,114 | $826.7K | 0.07% | +22+1.1% | Added |
| Hexagon Capital Partners LLC | 2,111 | $825.7K | 0.16% | −5−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 2,110 | $825.3K | 0.03% | −170−7.5% | Reduced |
| Paulson Wealth Management Inc. | 2,107 | $824.1K | 0.22% | +3+0.1% | Added |
| Phoenix Holdings Ltd. | 2,105 | $824.1K | 0.01% | +1,004+91.2% | Added |
| First Commonwealth Financial Corp | 2,105 | $823.3K | 0.20% | −5−0.2% | Reduced |
| W Advisors, LLC | 2,091 | $817.8K | 0.50% | +34+1.7% | Added |
| Axq Capital, LP | 2,089 | $817.0K | 0.25% | −4,587−68.7% | Reduced |
| Chicago Partners Investment Group LLC | 2,113 | $814.9K | 0.03% | −82−3.7% | Reduced |
| MSH Capital Advisors LLC | 2,079 | $813.1K | 0.25% | −60−2.8% | Reduced |
| 626 Financial, LLC | 2,077 | $812.4K | 0.45% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,076 | $811.9K | 0.30% | +51+2.5% | Added |
| Tarbox Family Office, Inc. | 2,068 | $808.8K | 0.13% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,066 | $808.1K | 0.21% | +10.0% | Added |
| TBH Global Asset Management, LLC | 2,065 | $807.6K | 0.18% | −58−2.7% | Reduced |
| Total Investment Management Inc | 2,063 | $806.8K | 0.09% | +4+0.2% | Added |
| Martin Capital Advisors, LLP | 2,061 | $806.1K | 0.57% | 00.0% | Unchanged |
| AF Advisors, Inc. | 2,061 | $806.1K | 0.11% | +10.0% | Added |
| Sound Financial Strategies Group, LLC | 2,060 | $805.7K | 0.65% | +58+2.9% | Added |
| NCM Capital Management, LLC | 2,055 | $803.8K | 0.39% | 00.0% | Unchanged |
| Private Wealth Advisors | 2,046 | $802.8K | 0.33% | +2,046 | New |
| MBL Wealth, LLC | 2,051 | $802.2K | 0.09% | +606+41.9% | Added |
| Marks Group Wealth Management, Inc | 2,050 | $801.8K | 0.08% | −184−8.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,049 | $801.4K | 0.26% | +12+0.6% | Added |
| Copley Financial Group, Inc. | 2,045 | $799.8K | 0.73% | +2,045 | New |
| Aviso Wealth Management | 2,034 | $795.4K | 0.43% | +1,080+113.2% | Added |
| Legacy Financial Advisors, Inc. | 2,033 | $795.2K | 0.13% | +50+2.5% | Added |
| Bensler, LLC | 2,030 | $794.1K | 0.10% | −62−3.0% | Reduced |
| BSW Wealth Partners | 2,029 | $793.4K | 0.12% | +305+17.7% | Added |
| New Republic Capital, LLC | 2,026 | $792.5K | 0.45% | −52−2.5% | Reduced |
| CFS Investment Advisory Services, LLC | 2,026 | $792.0K | 0.07% | +397+24.4% | Added |
| Guardian Wealth Advisors, LLC | 2,020 | $790.1K | 0.09% | +9+0.4% | Added |
| RNC Capital Management LLC | 2,372 | $790.1K | 0.04% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,019 | $789.7K | 0.10% | +5+0.2% | Added |
| Tompkins Financial Corp | 2,019 | $789.7K | 0.08% | −250−11.0% | Reduced |
| Constitution Capital LLC | 2,018 | $789.3K | 0.42% | −1,000−33.1% | Reduced |
| First American Bank | 2,017 | $788.9K | 0.06% | +8+0.4% | Added |
| West Michigan Advisors, LLC | 2,010 | $786.3K | 0.24% | +436+27.7% | Added |
| Bienville Capital Management, LLC | 2,000 | $782.2K | 0.20% | 00.0% | Unchanged |
| Saybrook Capital | 2,000 | $782.2K | 0.22% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,000 | $782.2K | 0.02% | +50+2.6% | Added |
| Signature Estate & Investment Advisors LLC | 1,998 | $781.4K | 0.02% | −4−0.2% | Reduced |
| Smith Anglin Financial, LLC | 1,998 | $781.4K | 0.08% | +145+7.8% | Added |
| Lester Murray Antman dba SimplyRich | 1,996 | $780.0K | 0.22% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,993 | $779.7K | 0.56% | +521+35.4% | Added |
| Ullmann Financial Group, Inc. | 1,993 | $779.5K | 0.10% | +1,993 | New |
| Dark Forest Capital Management LP | 1,988 | $777.5K | 0.10% | +1,988 | New |
| Gryphon Financial Partners LLC | 1,986 | $776.8K | 0.10% | +109+5.8% | Added |
| Shoker Investment Counsel, Inc. | 1,985 | $776.5K | 0.26% | +6+0.3% | Added |
| Ci Investments Inc. | 1,985 | $776.0K | 0.00% | −910−31.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,984 | $776.0K | 0.40% | +9+0.5% | Added |
| Red Door Wealth Management, LLC | 1,979 | $774.0K | 0.13% | +186+10.4% | Added |
| LifePro Asset Management | 1,978 | $773.6K | 0.47% | +1,978 | New |
| LCNB Corp | 1,977 | $773.2K | 0.27% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 1,964 | $768.2K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,964 | $768.2K | 0.05% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,962 | $767.5K | 0.16% | +200+11.4% | Added |
| Fernwood Investment Management, LLC | 1,957 | $765.4K | 0.25% | −26−1.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,955 | $764.6K | 0.06% | +212+12.2% | Added |