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; 4,069 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 | 4,069 | $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 |
|---|---|---|---|---|---|
| Coastal Capital Group, Inc. | 256 | $46.0K | 0.01% | −51−16.6% | Reduced |
| Professional Financial Advisors, LLC | 257 | $46.0K | 0.03% | 00.0% | Unchanged |
| Monolith Advisors | 269 | $48.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 271 | $48.0K | 0.01% | +25+10.2% | Added |
| GW&K Investment Management, LLC | 274 | $49.0K | 0.00% | +39+16.6% | Added |
| Surevest, LLC | 274 | $49.0K | 0.01% | +74+37.0% | Added |
| Bell Investment Advisors, Inc | 277 | $50.0K | 0.02% | +277 | New |
| Earnest Partners LLC | 286 | $51.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 291 | $52.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 294 | $53.0K | 0.01% | −219−42.7% | Reduced |
| Estabrook Capital Management | 300 | $53.6K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $54.0K | 0.02% | −3−1.0% | Reduced |
| Estate Counselors, LLC | 303 | $54.0K | 0.01% | 00.0% | Unchanged |
| Motco | 308 | $55.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 314 | $56.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 332 | $59.0K | 0.02% | −104−23.9% | Reduced |
| Worth Asset Management, LLC | 334 | $60.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 300 | $60.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 343 | $61.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 346 | $61.9K | 0.02% | −9−2.5% | Reduced |
| Duncker Streett & Co Inc | 345 | $62.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 347 | $62.0K | 0.01% | +24+7.4% | Added |
| Ellevest, Inc. | 348 | $62.0K | 0.01% | +95+37.5% | Added |
| ACG Wealth | 348 | $62.0K | 0.01% | +348 | New |
| Baron Financial Group, LLC | 350 | $62.6K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 353 | $63.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 365 | $65.2K | 0.04% | 00.0% | Unchanged |
| Close Asset Management Ltd | 371 | $66.0K | 0.00% | +188+102.7% | Added |
| HighMark Wealth Management LLC | 378 | $68.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 382 | $68.0K | 0.04% | +382 | New |
| Crewe Advisors LLC | 386 | $69.0K | 0.02% | +255+194.7% | Added |
| Wagner Wealth Management, LLC | 386 | $69.0K | 0.05% | +386 | New |
| Sage Private Wealth Group, LLC | 400 | $72.0K | 0.10% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 400 | $72.0K | 0.10% | +400 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 425 | $76.0K | 0.06% | +50+13.3% | Added |
| Rock Creek Group, LP | 430 | $77.0K | 0.01% | −78−15.4% | Reduced |
| AllSquare Wealth Management LLC | 448 | $80.0K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 448 | $80.0K | 0.04% | −2−0.4% | Reduced |
| Bank of New Hampshire | 478 | $85.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 477 | $85.0K | 0.04% | +443+1,302.9% | Added |
| Johnson Midwest Financial, LLC | 480 | $86.0K | 0.12% | +2+0.4% | Added |
| BerganKDV Wealth Management, LLC | 493 | $88.0K | 0.01% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 490 | $88.0K | 0.04% | +150+44.1% | Added |
| WFA of San Diego, LLC | 492 | $88.0K | 0.08% | +492 | New |
| Baldwin Brothers Inc | 500 | $89.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 501 | $89.0K | 0.09% | +179+55.6% | Added |
| Beaird Harris Wealth Management, LLC | 500 | $89.0K | 0.02% | +335+203.0% | Added |
| DB Wealth Management Group, LLC | 506 | $90.0K | 0.06% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 506 | $90.5K | 0.04% | +506 | New |
| Emfo, LLC | 510 | $91.0K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 512 | $92.0K | 0.03% | +7+1.4% | Added |
| Vectors Research Management, LLC | 532 | $95.0K | 0.02% | −689−56.4% | Reduced |
| Van Eck Associates Corp | 530 | $95.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 547 | $98.0K | 0.04% | −22−3.9% | Reduced |
| Piscataqua Savings Bank | 551 | $98.0K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 557 | $100.0K | 0.02% | −103−15.6% | Reduced |
| Laurel Wealth Advisors LLC | 570 | $102.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 574 | $103.0K | 0.10% | +1+0.2% | Added |
| West Branch Capital LLC | 595 | $106.0K | 0.06% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 599 | $107.0K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 625 | $111.0K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 627 | $112.0K | 0.02% | −6−0.9% | Reduced |
| McIlrath & Eck, LLC | 651 | $116.0K | 0.04% | +290+80.3% | Added |
| Pacific Center for Financial Services | 654 | $117.0K | 0.05% | +4+0.6% | Added |
| Endurance Wealth Management, Inc. | 660 | $118.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 670 | $120.0K | 0.04% | −70−9.5% | Reduced |
| Capital Analysts, LLC | 673 | $121.0K | 0.01% | +227+50.9% | Added |
| Global Financial Private Client, LLC | 681 | $121.4K | 0.07% | +220+47.7% | Added |
| Sound Income Strategies, LLC | 688 | $123.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 665 | $127.0K | 0.09% | −50−7.0% | Reduced |
| Accel Wealth Management | 737 | $128.0K | 0.07% | +3+0.4% | Added |
| Ulland Investment Advisors, LLC | 715 | $128.0K | 0.13% | 00.0% | Unchanged |
| TSFG, LLC | 715 | $128.0K | 0.06% | +5+0.7% | Added |
| Foster Dykema Cabot & Co Inc | 724 | $129.0K | 0.02% | +724 | New |
| 1832 Asset Management L.P. | 734 | $131.0K | 0.00% | −275−27.3% | Reduced |
| Mizuho Securities Co. Ltd. | 637 | $132.0K | 0.03% | −770−54.7% | Reduced |
| Sageworth Trust Co | 750 | $134.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 750 | $134.0K | 0.15% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 769 | $137.0K | 0.06% | −50−6.1% | Reduced |
| Cohen & Steers, Inc. | 781 | $140.0K | 0.00% | −597−43.3% | Reduced |
| Covestor Ltd | 783 | $140.0K | 0.12% | −195−19.9% | Reduced |
| Larson Financial Group LLC | 785 | $140.0K | 0.02% | +2+0.3% | Added |
| Disciplined Investments, LLC | 786 | $141.0K | 0.06% | +9+1.2% | Added |
| Eagle Bay Advisors LLC | 791 | $141.5K | 0.09% | +791 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 794 | $142.0K | 0.01% | −116−12.7% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $143.0K | 0.04% | +800 | New |
| Evoke Wealth, LLC | 803 | $144.0K | 0.01% | −6−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 843 | $151.0K | 0.09% | −44−5.0% | Reduced |
| Pacer Advisors, Inc. | 849 | $152.0K | 0.00% | −28,455−97.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 874 | $152.0K | 0.15% | −183−17.3% | Reduced |
| Elgethun Capital Management | 867 | $155.0K | 0.06% | +3+0.3% | Added |
| Orion Capital Management LLC | 869 | $155.0K | 0.12% | +500+135.5% | Added |
| Independence Bank of Kentucky | 877 | $157.0K | 0.07% | +42+5.0% | Added |
| First National Bank of South Miami | 892 | $159.0K | 0.11% | +173+24.1% | Added |
| Ahrens Investment Partners LLC | 895 | $160.0K | 0.07% | +23+2.6% | Added |
| Quent Capital, LLC | 900 | $161.0K | 0.03% | −126−12.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 920 | $165.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 928 | $166.0K | 0.06% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 939 | $168.0K | 0.05% | +110+13.3% | Added |
| MUFG Securities EMEA plc | 974 | $174.0K | 0.00% | −240−19.8% | Reduced |