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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 9,695 | $1.73M | 0.06% | +540+5.9% | Added |
| Bryn Mawr Trust Co | 9,714 | $1.74M | 0.08% | +26+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,766 | $1.75M | 0.01% | −17,900−64.7% | Reduced |
| Holderness Investments Co | 9,789 | $1.75M | 0.73% | −488−4.7% | Reduced |
| Tower Bridge Advisors | 9,842 | $1.76M | 0.14% | +365+3.9% | Added |
| Adell Harriman & Carpenter Inc | 9,850 | $1.76M | 0.22% | +202+2.1% | Added |
| Cumberland Advisors Inc | 9,850 | $1.76M | 0.58% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 9,870 | $1.76M | 0.09% | −115−1.2% | Reduced |
| Capital Asset Advisory Services LLC | 9,876 | $1.76M | 0.19% | −35−0.4% | Reduced |
| Members Capital Advisors Inc | 9,900 | $1.77M | 1.28% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 9,900 | $1.77M | 1.45% | +8,000+421.1% | Added |
| Slow Capital, Inc. | 9,957 | $1.78M | 0.43% | −731−6.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,954 | $1.78M | 0.15% | +5,374+117.3% | Added |
| Edge Capital Group, LLC | 9,963 | $1.78M | 0.17% | −44,908−81.8% | Reduced |
| Resources Management Corp | 9,965 | $1.78M | 0.29% | −700−6.6% | Reduced |
| Mill Capital Management, LLC | 9,999 | $1.79M | 0.20% | 00.0% | Unchanged |
| Hoylecohen, LLC | 10,017 | $1.79M | 0.19% | +45+0.5% | Added |
| Focus Financial Network, Inc. | 10,027 | $1.79M | 0.15% | +534+5.6% | Added |
| Interval Partners, LP | 10,030 | $1.79M | 0.13% | −4,458−30.8% | Reduced |
| MAI Capital Management | 10,036 | $1.79M | 0.03% | +21+0.2% | Added |
| Corient Capital Partners, LLC | 10,126 | $1.81M | 0.14% | +1,055+11.6% | Added |
| FLC Capital Advisors | 10,157 | $1.82M | 0.61% | −500−4.7% | Reduced |
| Fruth Investment Management | 8,143 | $1.82M | 0.50% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,211 | $1.82M | 0.05% | −307−2.9% | Reduced |
| Murphy Capital Management Inc | 10,222 | $1.83M | 0.25% | +355+3.6% | Added |
| IFP Advisors, Inc | 19,545 | $1.83M | 0.06% | −10,027−33.9% | Reduced |
| Moody National Bank Trust Division | 10,255 | $1.83M | 0.19% | −541−5.0% | Reduced |
| Modus Advisors, LLC | 10,300 | $1.84M | 0.93% | +222+2.2% | Added |
| Berkshire Bank | 10,306 | $1.84M | 0.54% | +148+1.5% | Added |
| Radnor Capital Management, LLC | 10,326 | $1.85M | 0.50% | −141−1.3% | Reduced |
| Assetmark, Inc | 10,350 | $1.85M | 0.01% | +6,723+185.4% | Added |
| Loudon Investment Management, LLC | 10,353 | $1.85M | 1.39% | 00.0% | Unchanged |
| Kames Capital plc | 10,354 | $1.85M | 0.03% | +851+9.0% | Added |
| Whalerock Point Partners, LLC | 10,370 | $1.85M | 0.78% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 10,389 | $1.86M | 0.13% | +1,461+16.4% | Added |
| PFG Advisors | 10,474 | $1.87M | 0.21% | +143+1.4% | Added |
| CX Institutional | 10,469 | $1.87M | 0.14% | +184+1.8% | Added |
| Anchor Investment Management, LLC | 10,476 | $1.87M | 0.27% | −1,559−13.0% | Reduced |
| Aquatic Capital Management LLC | 10,500 | $1.88M | 0.61% | +10,500 | New |
| Evercore Wealth Management, LLC | 10,590 | $1.89M | 0.04% | −1,187−10.1% | Reduced |
| Asset Management Group, Inc. | 10,630 | $1.90M | 0.46% | +50+0.5% | Added |
| Mystic Asset Management, Inc. | 10,640 | $1.90M | 1.16% | −220−2.0% | Reduced |
| Capital Investment Counsel, Inc | 10,645 | $1.90M | 0.47% | −213−2.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,714 | $1.92M | 0.74% | +17+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 10,744 | $1.92M | 0.09% | +1,163+12.1% | Added |
| V Wealth Advisors LLC | 10,768 | $1.93M | 0.36% | +495+4.8% | Added |
| Procyon Private Wealth Partners, LLC | 10,789 | $1.93M | 0.43% | +735+7.3% | Added |
| Boyd Watterson Asset Management LLC | 10,827 | $1.94M | 0.83% | −26−0.2% | Reduced |
| Mizuho Markets Cayman LP | 10,858 | $1.94M | 0.33% | +10,858 | New |
| Liberty One Investment Management, LLC | 8,962 | $1.95M | 0.33% | −678−7.0% | Reduced |
| Axxcess Wealth Management, LLC | 10,928 | $1.95M | 0.19% | +2,497+29.6% | Added |
| Beck Capital Management, LLC | 10,937 | $1.96M | 0.88% | −61−0.6% | Reduced |
| Boltwood Capital Management | 10,958 | $1.96M | 0.85% | −150−1.4% | Reduced |
| Strategic Advisors LLC | 10,999 | $1.97M | 0.41% | +167+1.5% | Added |
| MV Capital Management, Inc. | 11,029 | $1.97M | 0.34% | −73−0.7% | Reduced |
| Empirical Finance, LLC | 11,049 | $1.98M | 0.25% | +587+5.6% | Added |
| Alpha Cubed Investments, LLC | 11,070 | $1.98M | 0.14% | −124−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 11,075 | $1.98M | 0.20% | −66−0.6% | Reduced |
| Sumitomo Life Insurance Co | 11,101 | $1.98M | 0.06% | +219+2.0% | Added |
| Jacobi Capital Management LLC | 11,253 | $2.01M | 0.27% | +120+1.1% | Added |
| MEMBERS Trust Co | 11,290 | $2.02M | 0.06% | −200−1.7% | Reduced |
| McMillion Capital Management Inc | 11,429 | $2.04M | 1.70% | −2,055−15.2% | Reduced |
| Costello Asset Management, INC | 11,428 | $2.04M | 1.77% | −1,161−9.2% | Reduced |
| CoreCap Advisors, LLC | 11,464 | $2.05M | 0.16% | +7,826+215.1% | Added |
| Ethic Inc. | 11,484 | $2.05M | 0.14% | −9,744−45.9% | Reduced |
| Whitener Capital Management, Inc. | 11,485 | $2.05M | 0.93% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 11,495 | $2.06M | 0.06% | 00.0% | Unchanged |
| Foster & Motley Inc | 11,524 | $2.06M | 0.18% | +75+0.7% | Added |
| Providence Wealth Advisors, LLC | 12,207 | $2.07M | 1.49% | +562+4.8% | Added |
| Trust Co of Vermont | 11,630 | $2.08M | 0.16% | +64+0.6% | Added |
| Spirit of America Management Corp | 11,640 | $2.08M | 0.47% | +265+2.3% | Added |
| Money Concepts Capital Corp | 11,678 | $2.08M | 0.18% | −2,131−15.4% | Reduced |
| Sowell Financial Services LLC | 11,748 | $2.10M | 0.19% | +11,748 | New |
| Traynor Capital Management, Inc. | 11,769 | $2.10M | 0.36% | −551−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 11,762 | $2.10M | 0.10% | −254−2.1% | Reduced |
| Viewpoint Capital Management LLC | 11,788 | $2.11M | 1.98% | +150+1.3% | Added |
| Bowen Hanes & Co Inc | 11,939 | $2.13M | 0.08% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 11,972 | $2.14M | 0.69% | −35−0.3% | Reduced |
| Leavell Investment Management, Inc. | 11,971 | $2.14M | 0.16% | +66+0.6% | Added |
| Spire Wealth Management | 12,151 | $2.17M | 0.09% | −3,203−20.9% | Reduced |
| Cambridge Advisors Inc. | 12,174 | $2.18M | 0.59% | −193−1.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,205 | $2.18M | 0.73% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 12,219 | $2.18M | 0.19% | −105−0.9% | Reduced |
| Goelzer Investment Management, Inc. | 12,246 | $2.19M | 0.21% | +1,036+9.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 12,419 | $2.22M | 0.53% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 12,458 | $2.23M | 0.18% | −140−1.1% | Reduced |
| Park Avenue Securities LLC | 12,474 | $2.23M | 0.04% | +1,727+16.1% | Added |
| Azimuth Capital Investment Management LLC | 12,481 | $2.23M | 0.11% | +12,481 | New |
| Cresset Asset Management, LLC | 15,426 | $2.23M | 0.03% | −3,978−20.5% | Reduced |
| Ellis Investment Partners, LLC | 12,492 | $2.23M | 0.60% | +531+4.4% | Added |
| Barbara Oil Co. | 12,500 | $2.23M | 1.16% | 00.0% | Unchanged |
| Studio Investment Management LLC | 12,550 | $2.24M | 0.78% | +125+1.0% | Added |
| Ameritas Investment Partners, Inc. | 12,574 | $2.25M | 0.10% | −189−1.5% | Reduced |
| South Dakota Investment Council | 12,598 | $2.25M | 0.05% | +4,823+62.0% | Added |
| Eudaimonia Partners, LLC | 12,763 | $2.28M | 0.42% | +244+1.9% | Added |
| Guyasuta Investment Advisors Inc | 12,783 | $2.29M | 0.18% | +50+0.4% | Added |
| Veriti Management LLC | 12,784 | $2.29M | 0.32% | +808+6.7% | Added |
| Richelieu Gestion PLC | 12,842 | $2.30M | 2.60% | +1,067+9.1% | Added |
| NEIRG Wealth Management, LLC | 12,940 | $2.31M | 0.51% | −306−2.3% | Reduced |
| Trustcore Financial Services, LLC | 12,982 | $2.32M | 0.22% | +102+0.8% | Added |