CaterpillarCAT
13F holders, Q2 2024 (June 30)2,709holders −3
137new positions
143sold out
12famous investors
$332.81avg. 13F price*
At the end of Q2 2024, 2,709 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, down 3 from Q1 2024. 137 opened new positions and 143 sold out. The largest holders were Vanguard Group Inc. ($15.5B), State Street Corp. ($12.2B) and BlackRock Inc. ($12.1B). 12 famous investors held it, including Bill Gates / Michael Larson (5.1% of Gates Foundation Trust's portfolio), Ken Fisher (1.3% of Fisher Asset Management's portfolio) and Tom Gayner (1.0% of Markel Group's portfolio).
- Company
- Caterpillar Inc.
- Sector
- Industrials
- CUSIP
- 149123101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $408.5M |
| Exits | 143 | $382.4M |
All 13F filers, Q1 2024 → Q2 2024: 15,732,263 shares bought and 19,551,731 shares sold, net −3,819,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,709 holders
| Vanguard Group Inc. | 0.30% | Reduce -2.9% | 46,478,953 | $15.5B |
| State Street Corp. | 0.53% | Reduce -2.1% | 36,614,119 | $12.2B |
| BlackRock Inc. | 0.27% | Add +8.0% | 36,212,981 | $12.1B |
| Capital World Investors | 1.05% | Reduce -31.5% | 19,290,535 | $6.4B |
| State Farm Mutual Automobile Insurance Co. | 5.33% | Reduce -0.1% | 17,734,370 | $5.9B |
| Geode Capital Management, LLC | 0.30% | Reduce -0.7% | 10,146,307 | $3.4B |
| Fisher Asset Management | 1.27% | Add +4.9% | 8,747,620 | $2.9B |
| Gates Foundation Trust | 5.14% | No change | 7,353,614 | $2.4B |
| Morgan Stanley | 0.19% | Add +1.1% | 7,279,443 | $2.4B |
| Northern Trust Corp. | 0.36% | Reduce -0.9% | 6,362,589 | $2.1B |
| Norges Bank | 0.29% | Reduce -0.5% | 5,915,124 | $2.0B |
| FMR LLC | 0.11% | Reduce -10.3% | 5,336,741 | $1.8B |
| Bank of America Corp. | 0.15% | Add +2.7% | 4,774,059 | $1.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.34% | Add +38.6% | 3,563,061 | $1.2B |
| Goldman Sachs Group Inc. | 0.23% | Add +12.7% | 3,540,480 | $1.2B |
| Bank of New York Mellon Corp | 0.22% | Reduce -5.2% | 3,426,325 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.20% | Reduce -2.2% | 3,219,290 | $1.1B |
| Invesco Ltd. | 0.23% | Add +17.7% | 3,194,446 | $1.1B |
| Dimensional Fund Advisors LP | 0.27% | Add +5.7% | 3,069,840 | $1.0B |
| Legal & General Group Plc | 0.28% | Reduce -1.0% | 3,013,605 | $1.0B |
| Nuveen Asset Management, LLC | 0.23% | Reduce -7.2% | 2,311,276 | $769.9M |
| JPMorgan Chase & Co. | 0.06% | Add +1.5% | 2,178,239 | $725.6M |
| Amundi | 0.28% | Reduce -10.9% | 2,173,984 | $718.8M |
| Ameriprise Financial Inc. | 0.19% | Add +10.4% | 2,108,817 | $702.4M |
| Wells Fargo & Company | 0.16% | Add +4.6% | 1,910,805 | $636.5M |
| UBS Group AG | 0.19% | Add +2.4% | 1,891,686 | $630.1M |
| Royal Bank of Canada | 0.14% | Add +1.7% | 1,764,755 | $587.8M |
| Capital Research Global Investors | 0.13% | Reduce -14.3% | 1,730,972 | $576.6M |
| Primecap Management Co. | 0.39% | Reduce -6.3% | 1,622,727 | $540.5M |
| Deutsche Bank AG | 0.23% | Add +7.4% | 1,510,848 | $503.3M |
| Swiss National Bank | 0.34% | Reduce -3.0% | 1,478,600 | $492.5M |
| Barclays PLC | 0.22% | Reduce -36.4% | 1,467,949 | $489.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.35% | Reduce -7.4% | 1,430,980 | $476.7M |
| Capital Wealth Planning, LLC | 4.82% | Add +6.4% | 1,381,453 | $460.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.88% | Add +1.0% | 1,318,999 | $439.4M |
| HSBC Holdings PLC | 0.28% | Add +4.2% | 1,302,055 | $433.0M |
| Nordea Investment Management AB | 0.43% | Add +4.3% | 1,114,039 | $369.9M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -3.6% | 1,032,135 | $343.8M |
| Lazard Asset Management LLC | 0.46% | Reduce -3.4% | 1,031,494 | $343.6M |
| Bank of Montreal | 0.09% | Reduce -0.9% | 876,394 | $312.5M |
| California Public Employees Retirement System | 0.23% | Add +0.6% | 937,341 | $312.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.38% | Add +8.3% | 934,703 | $311.3M |
| National Pension Service | 0.35% | Add +0.3% | 904,027 | $301.1M |
| Rhumbline Advisers | 0.27% | Reduce -6.1% | 861,461 | $287.0M |
| LPL Financial LLC | 0.14% | Add +7.7% | 836,044 | $278.5M |
| D. E. Shaw & Co. | 0.41% | Add +246.6% | 810,181 | $269.9M |
| California State Teachers Retirement System | 0.33% | Reduce -2.2% | 804,039 | $267.8M |
| Citigroup Inc. | 0.24% | Reduce -0.9% | 747,231 | $248.9M |
| Principal Financial Group Inc. | 0.14% | Reduce -3.8% | 724,283 | $241.3M |
| Corient Private Wealth LP | 0.42% | Reduce -1.4% | 717,239 | $238.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.89% | Add +4.7% | 640,641 | $232.5M |
| Stifel Financial Corp. | 0.25% | Add +4.4% | 670,994 | $223.5M |
| Schroder Investment Management Group | 0.25% | Add +80.9% | 666,264 | $221.9M |
| ProShare Advisors LLC | 0.59% | Reduce -11.4% | 662,524 | $220.7M |
| New York State Common Retirement Fund | 0.29% | Reduce -4.8% | 655,246 | $218.3M |
| Victory Capital Management Inc. | 0.21% | Add +7.7% | 626,481 | $208.7M |
| Raymond James & Associates | 0.13% | Reduce -0.3% | 602,992 | $200.9M |
| US Bancorp \de | 0.27% | Reduce -3.0% | 601,165 | $200.2M |
| BNP Paribas Financial Markets | 0.22% | Reduce -6.8% | 589,809 | $196.5M |
| Caisse de depot et placement du Quebec | 0.47% | Add +145.3% | 581,923 | $193.8M |
| Capital International Investors | 0.04% | Add +14.9% | 561,662 | $187.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -8.4% | 547,369 | $182.3M |
| Qube Research & Technologies Ltd | 0.33% | Add +1058.9% | 542,345 | $180.7M |
| Alliancebernstein L.P. | 0.06% | Reduce -4.7% | 533,192 | $177.6M |
| Fifth Third Bancorp | 0.65% | Add +2.1% | 512,691 | $170.8M |
| Neuberger Berman Group LLC | 0.14% | Reduce -9.0% | 505,251 | $168.3M |
| American Century Companies Inc. | 0.10% | Add +5.7% | 504,918 | $168.2M |
| Thrivent Financial for Lutherans | 0.33% | Reduce -0.2% | 493,712 | $164.5M |
| New York State Teachers Retirement System | 0.35% | Reduce -6.0% | 493,478 | $164.4M |
| Penserra Capital Management LLC | 2.07% | Add +47.8% | 490,925 | $163.5M |
| State Board of Administration of Florida Retirement System | 0.32% | Reduce -18.4% | 484,119 | $161.3M |
| Los Angeles Capital Management LLC | 0.58% | Reduce -32.2% | 483,306 | $161.0M |
| HighTower Advisors, LLC | 0.25% | Add +1.6% | 476,097 | $158.6M |
| Bank of Nova Scotia | 0.31% | Reduce -9.2% | 476,130 | $158.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.38% | Add +18.6% | 475,003 | $158.2M |
| Manufacturers Life Insurance Company, The | 0.14% | Reduce -1.7% | 463,970 | $154.5M |
| Squarepoint Ops LLC | 0.56% | Add +212.1% | 448,971 | $149.6M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -0.5% | 440,906 | $146.9M |
| Zacks Investment Management | 1.65% | Reduce -15.6% | 439,809 | $146.5M |
| Focus Partners Wealth | 0.46% | Add +2003.4% | 405,452 | $137.6M |
| Jane Street Group, LLC | 0.15% | Add +284.6% | 410,535 | $136.7M |
| PNC Financial Services Group, Inc. | 0.09% | Add +13.9% | 406,601 | $135.4M |
| Baird Financial Group, Inc. | 0.28% | Add +0.7% | 400,286 | $133.3M |
| Brandywine Global Investment Management, LLC | 0.97% | Add +59.6% | 388,163 | $129.3M |
| DekaBank Deutsche Girozentrale | 0.23% | Add +5.7% | 394,209 | $129.3M |
| Franklin Resources Inc. | 0.04% | Add +4.6% | 387,867 | $129.2M |
| National Bank of Canada | 0.20% | Add +107.2% | 391,428 | $128.8M |
| Prudential Financial Inc. | 0.19% | Add +2.0% | 380,401 | $126.7M |
| Korea Investment CORP | 0.31% | Add +26.2% | 366,058 | $121.9M |
| Aberdeen Group plc | 0.23% | Reduce -2.7% | 361,687 | $120.5M |
| APG Asset Management N.V. | 0.21% | Reduce -11.2% | 385,367 | $119.8M |
| First Trust Advisors LP | 0.11% | Add +7.1% | 318,366 | $106.0M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +3.0% | 318,276 | $106.0M |
| Asset Management One Co., Ltd. | 0.40% | Reduce -1.6% | 315,490 | $105.1M |
| Renaissance Technologies | 0.18% | Add +38.5% | 314,312 | $104.7M |
| Markel Group | 1.02% | Add +1.3% | 311,500 | $103.8M |
| Jupiter Asset Management Ltd. | 0.96% | Add +14.7% | 304,807 | $101.5M |
| CANADA LIFE ASSURANCE Co | 0.19% | Add +36.9% | 300,054 | $100.0M |
| Great Lakes Advisors, LLC | 0.88% | Reduce -6.6% | 299,298 | $99.7M |
| ING Groep NV | 0.59% | New | 298,483 | $99.4M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.