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, Q2 2022
Institutional positions in Caterpillar Inc as of Jun 30, 2022. 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
- 2,077
- −70 vs. Q1 2022
- Shares held
- 366.7M
- +281.9K (+0.1%) vs. Q1 2022
- Total value
- $65.6B
- −$15.9B (−19.5%) vs. Q1 2022
- New holders
- 115
- 827 more added
- Sold out
- 185
- 797 more reduced
29 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 6,106 | $1.09M | 0.31% | +365+6.4% | Added |
| Tiemann Investment Advisors, LLC | 6,123 | $1.09M | 0.58% | −75−1.2% | Reduced |
| Siena Capital LLC | 6,132 | $1.10M | 0.66% | +204+3.4% | Added |
| WBH Advisory Inc | 6,266 | $1.10M | 0.15% | −283−4.3% | Reduced |
| Essex Savings Bank | 6,161 | $1.10M | 0.42% | −57−0.9% | Reduced |
| Fort Point Capital Partners LLC | 6,173 | $1.10M | 0.20% | −277−4.3% | Reduced |
| Convergence Investment Partners, LLC | 6,204 | $1.11M | 0.67% | +567+10.1% | Added |
| Mattern Wealth Management LLC | 6,225 | $1.11M | 0.44% | 00.0% | Unchanged |
| Financial Architects, Inc | 6,241 | $1.12M | 1.42% | +598+10.6% | Added |
| Greenfield Savings Bank | 6,255 | $1.12M | 0.75% | +6,255 | New |
| RNC Capital Management LLC | 6,295 | $1.13M | 0.06% | −110−1.7% | Reduced |
| Clear Street Markets LLC | 6,298 | $1.13M | 0.38% | +4,499+250.1% | Added |
| Centiva Capital, LP | 6,295 | $1.13M | 0.07% | +4,578+266.6% | Added |
| Parsec Financial Management, Inc. | 6,313 | $1.13M | 0.05% | +50+0.8% | Added |
| Verdence Capital Advisors LLC | 6,323 | $1.13M | 0.15% | −2,457−28.0% | Reduced |
| Boston Private Wealth LLC | 6,322 | $1.13M | 0.02% | −169−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 5,728 | $1.14M | 0.11% | −251−4.2% | Reduced |
| Centaurus Financial, Inc. | 6,354 | $1.14M | 0.11% | −839−11.7% | Reduced |
| Douglas Lane & Associates, LLC | 6,371 | $1.14M | 0.02% | −379−5.6% | Reduced |
| Harvest Volatility Management LLC | 6,400 | $1.14M | 0.18% | +515+8.8% | Added |
| Wilson & Boucher Capital Management, LLC | 6,421 | $1.15M | 1.26% | −200−3.0% | Reduced |
| Ritholtz Wealth Management | 6,420 | $1.15M | 0.07% | +630+10.9% | Added |
| RE Dickinson Investment Advisors, LLC | 6,467 | $1.16M | 0.93% | −75−1.1% | Reduced |
| Schechter Investment Advisors, LLC | 6,492 | $1.16M | 0.11% | −921−12.4% | Reduced |
| Maltin Wealth Management, Inc. | 6,498 | $1.16M | 0.84% | +43+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 6,523 | $1.17M | 0.14% | −68−1.0% | Reduced |
| Thomas White International Ltd | 6,542 | $1.17M | 0.23% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 6,564 | $1.17M | 0.77% | +413+6.7% | Added |
| Fluent Financial, LLC | 6,566 | $1.17M | 0.60% | −5,044−43.4% | Reduced |
| Wintrust Investments LLC | 6,567 | $1.17M | 0.14% | +71+1.1% | Added |
| Clarius Group, LLC | 6,569 | $1.17M | 0.12% | +582+9.7% | Added |
| NVWM, LLC | 6,576 | $1.18M | 0.46% | +17+0.3% | Added |
| Toroso Investments, LLC | 6,597 | $1.18M | 0.04% | +690+11.7% | Added |
| Covington Capital Management | 6,609 | $1.18M | 0.05% | +3,253+96.9% | Added |
| River Wealth Advisors LLC | 6,638 | $1.19M | 0.22% | +1,736+35.4% | Added |
| Legacy Bridge, LLC | 6,660 | $1.19M | 0.88% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 6,681 | $1.19M | 0.05% | +440+7.1% | Added |
| Guardian Investment Management | 6,687 | $1.20M | 1.04% | −3,370−33.5% | Reduced |
| Atlantic Trust, LLC | 6,698 | $1.20M | 0.91% | 00.0% | Unchanged |
| Ar Asset Management Inc | 6,700 | $1.20M | 0.34% | −100−1.5% | Reduced |
| Parallel Advisors, LLC | 6,719 | $1.20M | 0.06% | −172−2.5% | Reduced |
| DFPG Investments, LLC | 6,930 | $1.20M | 0.52% | +277+4.2% | Added |
| Laurel Wealth Advisors, Inc. | 6,725 | $1.20M | 0.12% | +1,141+20.4% | Added |
| Main Street Research LLC | 6,737 | $1.20M | 0.32% | −278−4.0% | Reduced |
| De Burlo Group Inc | 6,737 | $1.20M | 0.34% | +6,737 | New |
| Smith, Moore & Co. | 6,754 | $1.21M | 0.19% | +43+0.6% | Added |
| Braun Stacey Associates Inc | 6,760 | $1.21M | 0.07% | +1,600+31.0% | Added |
| AMG National Trust Bank | 6,097 | $1.21M | 0.05% | −650−9.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,775 | $1.21M | 0.00% | −2,650−28.1% | Reduced |
| Core Wealth Advisors, Inc. | 6,775 | $1.21M | 0.74% | +6,775 | New |
| Epoch Investment Partners, Inc. | 6,782 | $1.21M | 0.01% | −114−1.7% | Reduced |
| Hilton Capital Management, LLC | 6,783 | $1.21M | 0.15% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,793 | $1.21M | 0.33% | −2,716−28.6% | Reduced |
| Everett Harris & Co | 6,802 | $1.22M | 0.02% | −562−7.6% | Reduced |
| Staley Capital Advisers Inc | 6,800 | $1.22M | 0.07% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 6,809 | $1.22M | 0.30% | +140+2.1% | Added |
| Deseret Mutual Benefit Administrators | 6,813 | $1.22M | 0.28% | +628+10.2% | Added |
| J.W. Cole Advisors, Inc. | 6,854 | $1.23M | 0.10% | −528−7.2% | Reduced |
| Lifeworks Advisors, LLC | 6,861 | $1.23M | 0.78% | +1,948+39.6% | Added |
| Coastline Trust Co | 6,863 | $1.23M | 0.18% | −132−1.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,868 | $1.23M | 0.03% | +75+1.1% | Added |
| Diamant Asset Management, Inc. | 6,875 | $1.23M | 1.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,901 | $1.23M | 0.25% | −2,678−28.0% | Reduced |
| Valley Brook Capital Group | 6,920 | $1.24M | 1.28% | −160−2.3% | Reduced |
| CAPROCK Group, Inc. | 6,921 | $1.24M | 0.12% | −92−1.3% | Reduced |
| Oarsman Capital, Inc. | 6,985 | $1.25M | 0.62% | −1,223−14.9% | Reduced |
| Franklin Street Advisors Inc | 7,000 | $1.25M | 0.12% | +478+7.3% | Added |
| Osborne Partners Capital Management, LLC | 7,011 | $1.25M | 0.10% | −894−11.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,036 | $1.26M | 0.02% | −100−1.4% | Reduced |
| Gables Capital Management Inc. | 7,050 | $1.26M | 0.95% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 7,070 | $1.26M | 0.02% | +70+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,095 | $1.27M | 0.14% | −628−8.1% | Reduced |
| BCM Advisors, LLC | 7,000 | $1.27M | 0.35% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,123 | $1.27M | 0.11% | +1,166+19.6% | Added |
| Cobblestone Capital Advisors LLC | 7,126 | $1.27M | 0.10% | −897−11.2% | Reduced |
| Strategic Financial Services, Inc, | 7,131 | $1.27M | 0.11% | −105−1.5% | Reduced |
| Investors Asset Management of Georgia Inc | 7,135 | $1.27M | 0.66% | +125+1.8% | Added |
| Cross Staff Investments Inc | 7,163 | $1.28M | 1.41% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,172 | $1.28M | 0.09% | +227+3.3% | Added |
| WR Wealth Planners, LLC | 7,185 | $1.28M | 0.85% | −178−2.4% | Reduced |
| Bahl & Gaynor Inc | 7,243 | $1.29M | 0.01% | +25+0.3% | Added |
| Papp L Roy & Associates | 7,254 | $1.30M | 0.19% | +44+0.6% | Added |
| Bragg Financial Advisors, Inc | 7,279 | $1.30M | 0.09% | −132−1.8% | Reduced |
| Mairs & Power Inc | 7,295 | $1.30M | 0.02% | −325−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 7,318 | $1.31M | 0.04% | −473−6.1% | Reduced |
| Cunning Capital Partners, LP | 7,320 | $1.31M | 1.01% | +7,320 | New |
| Columbia Trust Co 01012016 | 7,373 | $1.32M | 0.71% | −214−2.8% | Reduced |
| Focused Wealth Management, Inc | 7,393 | $1.32M | 0.24% | −995−11.9% | Reduced |
| Stone Point Wealth LLC | 7,410 | $1.32M | 0.79% | +730+10.9% | Added |
| Burleson & Company, LLC | 7,440 | $1.33M | 0.29% | +151+2.1% | Added |
| First Dallas Securities Inc. | 7,456 | $1.33M | 0.90% | +10.0% | Added |
| Cambridge Trust Co | 7,468 | $1.33M | 0.06% | −154−2.0% | Reduced |
| Shepherd Financial Partners LLC | 7,519 | $1.34M | 0.26% | −2,235−22.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,548 | $1.35M | 0.06% | +164+2.2% | Added |
| MidWestOne Financial Group, Inc. | 7,547 | $1.35M | 0.33% | +625+9.0% | Added |
| TD Private Client Wealth LLC | 7,552 | $1.35M | 0.07% | −507−6.3% | Reduced |
| Jump Financial, LLC | 7,556 | $1.35M | 0.06% | +3,979+111.2% | Added |
| D. Scott Neal, Inc. | 7,561 | $1.35M | 0.56% | −100−1.3% | Reduced |
| Quantinno Capital Management LP | 7,574 | $1.35M | 0.20% | +3,285+76.6% | Added |
| Quest Investment Management LLC | 7,588 | $1.36M | 0.16% | 00.0% | Unchanged |