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 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| HBK Investments L P | 0 | $0 | 0.00% | −10,749−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,281−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −9,906−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −8,638−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Oak Asset Management, LLC | 0 | $0 | 0.00% | −7,076−100.0% | Sold out |
| Southern Capital Advisors, LLC | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,809−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| CPR Investments Inc. | 0 | $0 | 0.00% | −2,636−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Financial Planners of Cleveland, Inc. | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| Trinity Financial Advisors LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Blodgett Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Beddow Capital Management Inc | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Echo45 Advisors LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Petix & Botte Co | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| HNP Capital LLC | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| Exchange Capital Management, Inc. | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Constitution Capital LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| First International Bank & Trust | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Alesco Advisors LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Capital Advisors Wealth Management, LLC | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Greylin Investment Mangement Inc | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Keb Asset Management, LLC | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Consilium Wealth Advisory, LLC | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| S.C. Financial Services, Inc. | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| Rede Wealth, LLC | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Act Wealth Management, LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Mogy Joel R Investment Counsel Inc | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Elk River Wealth Management, LLC | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| Reitz Capital Advisors LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Objective Capital Management, LLC | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Salem Capital Management Inc | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| NTV Asset Management LLC | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| American Institute for Advanced Investment Management, LLP | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Cubic Asset Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Somerset Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Kingsbury Capital Investment Advisors LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −995−100.0% | Sold out |