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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 980 | $175.2K | 0.10% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 985 | $176.0K | 0.15% | −134−12.0% | Reduced |
| M&R Capital Management Inc | 1,004 | $179.0K | 0.05% | −1−0.1% | Reduced |
| Payden & Rygel | 1,000 | $179.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,000 | $179.0K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 1,000 | $179.0K | 0.17% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $179.0K | 0.15% | 00.0% | Unchanged |
| Cutler Group LP | 1,053 | $188.0K | 0.03% | −24,510−95.9% | Reduced |
| Private Capital Group, LLC | 1,051 | $188.0K | 0.14% | −261−19.9% | Reduced |
| Silvant Capital Management LLC | 1,076 | $192.0K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,095 | $196.0K | 0.03% | +6+0.6% | Added |
| Riverview Trust Co | 1,116 | $199.0K | 0.17% | +49+4.6% | Added |
| Spring Capital Management, LLC | 1,120 | $200.0K | 0.18% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 1,122 | $200.6K | 0.31% | −63−5.3% | Reduced |
| Sage Investment Advisers LLC | 1,122 | $201.0K | 0.31% | −193−14.7% | Reduced |
| Secure Asset Management, LLC | 1,133 | $202.0K | 0.11% | −28−2.4% | Reduced |
| Cheviot Value Management, LLC | 1,128 | $202.0K | 0.05% | −5−0.4% | Reduced |
| Minot Wealth Management LLC | 1,129 | $202.0K | 0.05% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,129 | $202.0K | 0.25% | +105+10.3% | Added |
| Parametrica Management Ltd | 1,127 | $202.0K | 0.22% | +1,127 | New |
| NFP Retirement, Inc. | 1,135 | $202.8K | 0.05% | −20−1.7% | Reduced |
| Oakworth Capital, Inc. | 1,135 | $203.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,137 | $203.0K | 0.02% | +2+0.2% | Added |
| Westshore Wealth, LLC | 1,134 | $203.0K | 0.13% | +192+20.4% | Added |
| LFS Asset Management | 1,135 | $203.0K | 0.16% | +1,135 | New |
| Bank of Stockton | 1,140 | $204.0K | 0.08% | +150+15.2% | Added |
| Baxter Bros Inc | 1,155 | $206.0K | 0.04% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 1,150 | $206.0K | 0.12% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,154 | $206.0K | 0.10% | +1,154 | New |
| Royal Capital Wealth Management, LLC | 1,158 | $207.0K | 0.22% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,061 | $207.0K | 0.17% | +4+0.4% | Added |
| GSB Wealth Management, LLC | 1,165 | $208.0K | 0.07% | +1+0.1% | Added |
| F3Logic, LLC | 1,170 | $209.0K | 0.04% | −3,251−73.5% | Reduced |
| C2C Wealth Management, LLC | 1,165 | $209.0K | 0.04% | −1,000−46.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,171 | $209.0K | 0.02% | +2+0.2% | Added |
| Legacy Wealth Planning, LLC | 1,168 | $209.0K | 0.30% | +115+10.9% | Added |
| Beacon Financial Group | 1,137 | $210.0K | 0.03% | −82−6.7% | Reduced |
| Mount Vernon Associates Inc | 1,176 | $210.0K | 0.26% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,176 | $210.0K | 0.03% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,177 | $210.0K | 0.20% | +81+7.4% | Added |
| CVA Family Office, LLC | 1,180 | $211.0K | 0.06% | −380−24.4% | Reduced |
| Pacific Global Investment Management CO | 1,183 | $211.0K | 0.05% | +10+0.9% | Added |
| Executive Wealth Management, LLC | 1,184 | $211.0K | 0.03% | +13+1.1% | Added |
| Basepoint Wealth LLC | 1,191 | $212.8K | 0.22% | +26+2.2% | Added |
| CJM Wealth Advisers, Ltd. | 1,191 | $212.9K | 0.15% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,194 | $213.0K | 0.09% | +25+2.1% | Added |
| First Nebraska Trust Co | 1,192 | $213.1K | 0.03% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,193 | $214.0K | 0.05% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,198 | $214.0K | 0.02% | +2+0.2% | Added |
| Lavaca Capital LLC | 1,020 | $215.0K | 0.11% | −5,000−83.1% | Reduced |
| Tectonic Advisors LLC | 1,202 | $215.0K | 0.04% | −69−5.4% | Reduced |
| Meridian Wealth Advisors, LLC | 1,202 | $215.0K | 0.06% | −10−0.8% | Reduced |
| Greenline Partners, LLC | 1,205 | $215.0K | 0.05% | 00.0% | Unchanged |
| Fca Corp | 1,200 | $215.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,200 | $215.0K | 0.18% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,215 | $217.0K | 0.11% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,215 | $217.0K | 0.11% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,217 | $218.0K | 0.11% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,226 | $219.0K | 0.15% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,223 | $219.0K | 0.09% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,226 | $219.0K | 0.10% | +3+0.2% | Added |
| Chesley Taft & Associates LLC | 1,225 | $219.0K | 0.01% | +65+5.6% | Added |
| Alerus Financial NA | 1,229 | $220.0K | 0.02% | −122−9.0% | Reduced |
| Sandy Cove Advisors, LLC | 1,233 | $220.0K | 0.20% | +1+0.1% | Added |
| Stelac Advisory Services LLC | 1,230 | $220.0K | 0.09% | +1,230 | New |
| Cordatus Wealth Management LLC | 1,235 | $221.0K | 0.10% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,239 | $221.0K | 0.03% | +169+15.8% | Added |
| Selective Wealth Management, Inc. | 1,250 | $223.0K | 0.08% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,250 | $223.0K | 0.06% | +54+4.5% | Added |
| Cornerstone Advisory, LLC | 1,255 | $224.0K | 0.05% | +3+0.2% | Added |
| Beaumont Financial Partners, LLC | 1,258 | $225.0K | 0.02% | +7+0.6% | Added |
| PFS Investments Inc. | 1,261 | $225.0K | 0.00% | +1,261 | New |
| Graves-Light Private Wealth Management, Inc. | 1,266 | $226.0K | 0.03% | +1+0.1% | Added |
| West Family Investments, Inc. | 1,265 | $226.0K | 0.09% | +159+14.4% | Added |
| Relyea Zuckerberg Hanson LLC | 1,271 | $227.0K | 0.08% | −73−5.4% | Reduced |
| Sepio Capital, LP | 1,268 | $227.0K | 0.02% | +1,268 | New |
| Oliver Luxxe Assets LLC | 1,278 | $228.0K | 0.07% | +28+2.2% | Added |
| Canal Capital Management, LLC | 1,275 | $228.0K | 0.07% | +74+6.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,277 | $228.0K | 0.02% | +100+8.5% | Added |
| Means Investment Co., Inc. | 1,287 | $230.0K | 0.05% | +2+0.2% | Added |
| Herold Advisors, Inc. | 1,287 | $230.0K | 0.10% | +51+4.1% | Added |
| BSW Wealth Partners | 1,287 | $230.0K | 0.06% | +200+18.4% | Added |
| Susquehanna International Group Ltd. | 1,288 | $230.0K | 0.05% | +1,288 | New |
| Regatta Capital Group, LLC | 1,295 | $231.0K | 0.11% | +13+1.0% | Added |
| Grimes & Company, Inc. | 1,291 | $231.0K | 0.01% | +117+10.0% | Added |
| Birchcreek Wealth Management, LLC | 1,291 | $231.0K | 0.21% | +1,291 | New |
| Thompson Davis & Co., Inc. | 1,300 | $232.0K | 0.38% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 1,300 | $232.0K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,294 | $232.0K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,310 | $234.0K | 0.21% | +83+6.8% | Added |
| Monarch Capital Management Inc | 1,317 | $235.0K | 0.07% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,320 | $236.0K | 0.21% | −15−1.1% | Reduced |
| Hall Laurie J Trustee | 1,330 | $237.0K | 0.11% | −25−1.8% | Reduced |
| Zullo Investment Group, Inc. | 1,330 | $238.0K | 0.15% | −101−7.1% | Reduced |
| Bigelow Investment Advisors, LLC | 1,332 | $238.0K | 0.13% | +227+20.5% | Added |
| Bangor Savings Bank | 1,331 | $238.0K | 0.03% | +1,331 | New |
| Marotta Asset Management | 1,337 | $238.4K | 0.06% | −95−6.6% | Reduced |
| WestHill Financial Advisors, Inc. | 1,339 | $239.0K | 0.08% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,337 | $239.0K | 0.07% | +1,337 | New |
| YorkBridge Wealth Partners, LLC | 1,341 | $240.0K | 0.06% | −30−2.2% | Reduced |