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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 7,591 | $1.36M | 0.66% | +1,109+17.1% | Added |
| Washington Trust Bank | 7,607 | $1.36M | 0.17% | +224+3.0% | Added |
| Atlas Brown,Inc. | 7,639 | $1.37M | 0.65% | −19−0.2% | Reduced |
| Boenning & Scattergood, Inc. | 7,733 | $1.38M | 0.26% | −148−1.9% | Reduced |
| Blueshift Asset Management, LLC | 7,790 | $1.39M | 0.23% | +7,790 | New |
| Gifford Fong Associates | 7,800 | $1.39M | 0.32% | 00.0% | Unchanged |
| United Community Bank | 7,822 | $1.40M | 1.51% | +335+4.5% | Added |
| Probity Advisors, Inc. | 7,881 | $1.41M | 0.33% | +98+1.3% | Added |
| Ropes Wealth Advisors LLC | 7,904 | $1.41M | 0.29% | −745−8.6% | Reduced |
| Metis Global Partners, LLC | 7,905 | $1.41M | 0.23% | −637−7.5% | Reduced |
| We Are One Seven, LLC | 7,918 | $1.42M | 0.20% | +1,780+29.0% | Added |
| Confluence Wealth Services, Inc. | 7,327 | $1.42M | 0.62% | +537+7.9% | Added |
| Jupiter Wealth Management LLC | 7,965 | $1.42M | 1.30% | −3,427−30.1% | Reduced |
| Cohen Klingenstein LLC | 8,000 | $1.43M | 0.07% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 8,009 | $1.43M | 0.74% | +5,902+280.1% | Added |
| AlphaStar Capital Management, LLC | 8,017 | $1.43M | 0.13% | −43−0.5% | Reduced |
| Hamel Associates, Inc. | 8,025 | $1.44M | 0.57% | −975−10.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,033 | $1.44M | 0.17% | −6−0.1% | Reduced |
| Cascade Investment Advisors, Inc. | 8,075 | $1.44M | 1.13% | −93−1.1% | Reduced |
| American Portfolios Advisors | 8,083 | $1.44M | 0.06% | −279−3.3% | Reduced |
| Level Four Advisory Services, LLC | 8,083 | $1.45M | 0.14% | +17+0.2% | Added |
| Weatherly Asset Management L. P. | 8,101 | $1.45M | 0.20% | −224−2.7% | Reduced |
| Equitable Holdings, Inc. | 8,134 | $1.45M | 0.03% | −495−5.7% | Reduced |
| Trust Investment Advisors | 8,153 | $1.46M | 1.40% | −392−4.6% | Reduced |
| Spreng Capital Management, Inc. | 8,180 | $1.47M | 1.09% | −185−2.2% | Reduced |
| Intellectus Partners, LLC | 8,271 | $1.48M | 0.51% | −45−0.5% | Reduced |
| ARGI Investment Services, LLC | 8,290 | $1.48M | 0.05% | +848+11.4% | Added |
| RSM US Wealth Management LLC | 8,346 | $1.49M | 0.08% | +263+3.3% | Added |
| Meeder Asset Management Inc | 8,379 | $1.50M | 0.09% | +1,012+13.7% | Added |
| Tradewinds, LLC. | 8,387 | $1.50M | 1.02% | +8,387 | New |
| Prime Capital Investment Advisors, LLC | 8,409 | $1.50M | 0.09% | −15,301−64.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,442 | $1.51M | 0.67% | +14+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 8,444 | $1.51M | 0.84% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 8,466 | $1.51M | 0.22% | +186+2.2% | Added |
| Park National Corp | 8,485 | $1.52M | 0.07% | −501−5.6% | Reduced |
| Johnson Investment Counsel Inc | 8,495 | $1.52M | 0.02% | +107+1.3% | Added |
| Ern LLC | 8,500 | $1.52M | 1.70% | +8,500 | New |
| Dorsey & Whitney Trust CO LLC | 8,494 | $1.52M | 0.15% | +159+1.9% | Added |
| Triangle Securities Wealth Management | 8,541 | $1.53M | 0.59% | +13+0.2% | Added |
| Wealthcare Advisory Partners LLC | 8,593 | $1.54M | 0.09% | +110+1.3% | Added |
| Ignite Planners, LLC | 8,526 | $1.54M | 1.26% | +97+1.2% | Added |
| Smith, Salley & Associates | 8,602 | $1.54M | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,605 | $1.54M | 0.19% | +395+4.8% | Added |
| NewEdge Wealth, LLC | 8,669 | $1.55M | 0.07% | +8,669 | New |
| Finer Wealth Management, Inc. | 8,674 | $1.55M | 1.42% | +112+1.3% | Added |
| RB Capital Management, LLC | 8,693 | $1.55M | 0.58% | +29+0.3% | Added |
| Court Place Advisors, LLC | 8,699 | $1.55M | 0.59% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,716 | $1.56M | 0.09% | −226−2.5% | Reduced |
| Claraphi Advisory Network, LLC | 8,705 | $1.56M | 0.55% | +74+0.9% | Added |
| Private Trust Co NA | 8,771 | $1.57M | 0.24% | −2,977−25.3% | Reduced |
| Moloney Securities Asset Management, LLC | 8,774 | $1.57M | 0.37% | +96+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,786 | $1.57M | 0.07% | −10,752−55.0% | Reduced |
| Old Port Advisors | 9,046 | $1.57M | 0.61% | −101−1.1% | Reduced |
| Oxbow Advisors, LLC | 8,792 | $1.57M | 0.22% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,829 | $1.58M | 0.16% | −210−2.3% | Reduced |
| Baldwin Investment Management, LLC | 8,843 | $1.58M | 0.54% | −200−2.2% | Reduced |
| Venture Visionary Partners LLC | 8,844 | $1.58M | 0.12% | −966−9.8% | Reduced |
| Argus Investors' Counsel, Inc. | 8,860 | $1.58M | 1.17% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,883 | $1.59M | 0.21% | +40+0.5% | Added |
| Resources Investment Advisors, LLC. | 8,886 | $1.59M | 0.07% | +124+1.4% | Added |
| Pure Financial Advisors, Inc. | 8,897 | $1.59M | 0.10% | +84+1.0% | Added |
| Diversified Trust Co | 8,919 | $1.59M | 0.07% | +994+12.5% | Added |
| First Citizens Bank & Trust Co | 8,949 | $1.60M | 0.06% | −1,113−11.1% | Reduced |
| Walleye Capital LLC | 8,950 | $1.60M | 0.05% | +8,950 | New |
| LGT Group Foundation | 8,970 | $1.60M | 0.05% | −1,285−12.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,980 | $1.60M | 0.41% | −3,810−29.8% | Reduced |
| Financial Advisory Service, Inc. | 8,989 | $1.61M | 0.17% | +3,699+69.9% | Added |
| Ti-Trust, Inc | 9,047 | $1.62M | 1.66% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,089 | $1.63M | 0.09% | +2,314+34.2% | Added |
| Global Trust Asset Management, LLC | 9,099 | $1.63M | 0.80% | −1,791−16.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,100 | $1.63M | 0.18% | +9,100 | New |
| XTX Topco Ltd | 9,134 | $1.63M | 0.67% | +9,134 | New |
| Signaturefd, LLC | 9,138 | $1.63M | 0.06% | +420+4.8% | Added |
| Hanson & Doremus Investment Management | 9,188 | $1.64M | 0.40% | −396−4.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,184 | $1.64M | 0.15% | +312+3.5% | Added |
| Inscription Capital, LLC | 9,209 | $1.65M | 0.30% | −1,470−13.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,217 | $1.65M | 1.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 9,223 | $1.65M | 0.01% | −3,649−28.3% | Reduced |
| First Hawaiian Bank | 9,231 | $1.65M | 0.06% | +112+1.2% | Added |
| Triad Financial Advisors, Inc. | 9,252 | $1.65M | 0.92% | +65+0.7% | Added |
| Narwhal Capital Management | 9,255 | $1.65M | 0.23% | +4,565+97.3% | Added |
| Princeton Capital Management LLC | 9,261 | $1.66M | 0.64% | −179−1.9% | Reduced |
| Westwood Holdings Group Inc. | 9,306 | $1.66M | 0.02% | +72+0.8% | Added |
| G&S Capital LLC | 9,310 | $1.66M | 0.98% | +157+1.7% | Added |
| Heritage Trust Co | 9,326 | $1.67M | 0.27% | −90−1.0% | Reduced |
| Profund Advisors LLC | 9,361 | $1.67M | 0.11% | −1,518−14.0% | Reduced |
| Truvestments Capital LLC | 9,361 | $1.67M | 0.98% | −458−4.7% | Reduced |
| Waldron Private Wealth LLC | 9,369 | $1.67M | 0.09% | +317+3.5% | Added |
| Wellington Shields & Co., LLC | 9,400 | $1.68M | 0.41% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9,396 | $1.68M | 1.90% | +1,703+22.1% | Added |
| Regal Investment Advisors LLC | 9,507 | $1.70M | 0.18% | +214+2.3% | Added |
| Perfromance Wealth Partners, LLC | 9,503 | $1.70M | 0.10% | +399+4.4% | Added |
| Adirondack Trust Co | 9,515 | $1.70M | 0.91% | +17+0.2% | Added |
| Argent Trust Co | 9,530 | $1.70M | 0.12% | +458+5.0% | Added |
| First National Bank & Trust Co of Newtown | 9,577 | $1.71M | 0.39% | −75−0.8% | Reduced |
| Palisade Asset Management, LLC | 9,607 | $1.72M | 0.22% | +84+0.9% | Added |
| 1st Source Bank | 9,635 | $1.72M | 0.12% | −231−2.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,650 | $1.73M | 0.38% | +13+0.1% | Added |
| Hudock, Inc. | 9,663 | $1.73M | 0.58% | +64+0.7% | Added |
| McGuire Investment Group, LLC | 9,696 | $1.73M | 0.37% | +31+0.3% | Added |