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 |
|---|---|---|---|---|---|
| Winslow Asset Management Inc | 1,345 | $240.0K | 0.06% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,340 | $240.0K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,340 | $240.0K | 0.26% | +6+0.4% | Added |
| LVW Advisors, LLC | 1,343 | $240.0K | 0.05% | +1,343 | New |
| Compass Financial Advisors LLC | 1,347 | $241.0K | 0.33% | +26+2.0% | Added |
| Eudaimonia Advisors LLC | 1,350 | $241.0K | 0.17% | +1,350 | New |
| SFMG, LLC | 1,356 | $242.0K | 0.03% | +6+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,353 | $243.0K | 0.06% | −25−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 1,360 | $243.0K | 0.14% | −7−0.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,362 | $243.0K | 0.09% | +10+0.7% | Added |
| Enterprise Financial Services Corp | 1,364 | $244.0K | 0.05% | −40−2.8% | Reduced |
| Nadler Financial Group, Inc. | 1,365 | $244.0K | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,371 | $245.0K | 0.01% | +87+6.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,374 | $246.0K | 0.05% | −372−21.3% | Reduced |
| Blankinship & Foster, LLC | 1,377 | $246.0K | 0.11% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,375 | $246.0K | 0.23% | +125+10.0% | Added |
| Cortland Associates Inc | 1,387 | $248.0K | 0.04% | 00.0% | Unchanged |
| Barr E S & Co | 1,385 | $248.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,386 | $248.0K | 0.18% | +270+24.2% | Added |
| Jag Capital Management, LLC | 1,387 | $248.0K | 0.03% | +387+38.7% | Added |
| Valley National Advisers Inc | 1,379 | $249.0K | 0.05% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 1,400 | $250.0K | 0.07% | −50−3.4% | Reduced |
| Monterey Private Wealth, Inc. | 1,399 | $250.0K | 0.14% | −5−0.4% | Reduced |
| New Jersey Better Educational Savings Trust | 1,400 | $250.0K | 0.79% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,400 | $250.0K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,398 | $250.0K | 0.10% | +8+0.6% | Added |
| First American Bank | 1,409 | $251.9K | 0.03% | −264−15.8% | Reduced |
| Bank Hapoalim BM | 1,412 | $252.0K | 0.03% | −596−29.7% | Reduced |
| TFG Advisers LLC | 1,412 | $252.0K | 0.13% | −3−0.2% | Reduced |
| First National Corp | 1,410 | $252.0K | 0.07% | +7+0.5% | Added |
| Mengis Capital Management, Inc. | 1,412 | $252.0K | 0.06% | +415+41.6% | Added |
| Caxton Associates LP | 1,410 | $252.0K | 0.03% | +1,410 | New |
| Asset Management Corp | 1,415 | $253.0K | 0.19% | +5+0.4% | Added |
| Old Point Trust & Financial Services N A | 1,420 | $254.0K | 0.12% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,423 | $254.0K | 0.02% | +165+13.1% | Added |
| Sittner & Nelson, LLC | 1,421 | $254.0K | 0.17% | +296+26.3% | Added |
| Acima Private Wealth, LLC | 1,421 | $254.0K | 0.13% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,425 | $255.0K | 0.09% | −302−17.5% | Reduced |
| Everhart Financial Group, Inc. | 1,428 | $255.0K | 0.15% | +1,428 | New |
| FDx Advisors, Inc. | 1,432 | $256.0K | 0.01% | −265−15.6% | Reduced |
| Silicon Hills Wealth Management, LLC | 1,443 | $258.0K | 0.19% | −728−33.5% | Reduced |
| Forte Capital LLC | 1,444 | $258.0K | 0.04% | −475−24.8% | Reduced |
| Financial Partners Group, Inc | 1,442 | $258.0K | 0.06% | +1+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,457 | $260.0K | 0.24% | −53−3.5% | Reduced |
| Strategic Equity Management | 1,452 | $260.0K | 0.13% | +7+0.5% | Added |
| Crescent Grove Advisors, LLC | 1,461 | $261.0K | 0.03% | −506−25.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,496 | $261.0K | 0.19% | +1+0.1% | Added |
| DRW Securities, LLC | 1,460 | $261.0K | 0.07% | +1,460 | New |
| KerberRose Wealth Management, LLC | 1,458 | $261.0K | 0.21% | +1,458 | New |
| Summit X, LLC | 1,476 | $262.0K | 0.08% | −56−3.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,468 | $262.0K | 0.02% | −57−3.7% | Reduced |
| ProVise Management Group, LLC | 1,465 | $262.0K | 0.03% | −6−0.4% | Reduced |
| BBR Partners, LLC | 1,464 | $262.0K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,464 | $262.0K | 0.04% | +75+5.4% | Added |
| West Bancorporation Inc | 1,470 | $263.0K | 0.19% | −526−26.4% | Reduced |
| Waypoint Capital Advisors, LLC | 1,469 | $263.0K | 0.12% | −51−3.4% | Reduced |
| Richwood Investment Advisors, LLC | 1,471 | $263.0K | 0.27% | +100+7.3% | Added |
| Vigilare Wealth Management | 1,475 | $264.0K | 0.29% | −350−19.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,476 | $264.0K | 0.05% | −237−13.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,477 | $264.0K | 0.08% | +1+0.1% | Added |
| BCS Wealth Management | 1,476 | $264.0K | 0.12% | +1,476 | New |
| Bell Bank | 1,480 | $265.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,480 | $265.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,480 | $265.0K | 0.04% | +28+1.9% | Added |
| Fingerlakes Wealth Management, Inc. | 1,486 | $266.0K | 0.36% | −64−4.1% | Reduced |
| Highview Capital Management LLC | 1,490 | $266.0K | 0.20% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,488 | $266.0K | 0.25% | +296+24.8% | Added |
| Independent Family Office, LLC | 1,492 | $267.0K | 0.24% | +8+0.5% | Added |
| Rbo & Co LLC | 1,500 | $268.0K | 0.05% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,500 | $268.0K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,500 | $268.0K | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,503 | $269.0K | 0.23% | +46+3.2% | Added |
| Burton Enright Welch | 1,506 | $269.2K | 0.16% | −40−2.6% | Reduced |
| Smith Shellnut Wilson LLC | 1,513 | $270.0K | 0.17% | −67−4.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 1,510 | $270.0K | 0.19% | −40−2.6% | Reduced |
| Cadinha & Co LLC | 1,510 | $270.0K | 0.06% | +100+7.1% | Added |
| Patten Group, Inc. | 1,500 | $270.0K | 0.09% | +533+55.1% | Added |
| Beacon Financial Advisory LLC | 1,521 | $272.0K | 0.15% | −34−2.2% | Reduced |
| Jmac Enterprises LLC | 1,520 | $272.0K | 0.07% | +126+9.0% | Added |
| RKL Wealth Management LLC | 1,526 | $273.0K | 0.04% | +175+13.0% | Added |
| Capital Square, LLC | 1,534 | $274.0K | 0.23% | −2,005−56.7% | Reduced |
| L2 Asset Management, LLC | 1,533 | $274.0K | 0.20% | +98+6.8% | Added |
| Summit Trail Advisors, LLC | 1,535 | $274.0K | 0.02% | +181+13.4% | Added |
| Addison Capital Co | 1,538 | $275.0K | 0.16% | −160−9.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,541 | $275.0K | 0.07% | +2+0.1% | Added |
| Atalanta Sosnoff Capital, LLC | 1,546 | $276.0K | 0.01% | −38−2.4% | Reduced |
| SAM Advisors, LLC | 1,540 | $276.0K | 0.14% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,540 | $276.0K | 0.09% | 00.0% | Unchanged |
| Destination Wealth Management | 1,542 | $276.0K | 0.01% | +275+21.7% | Added |
| Schulhoff & Co Inc | 1,550 | $277.0K | 0.13% | −100−6.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,550 | $277.0K | 0.08% | +2+0.1% | Added |
| Operose Advisors LLC | 1,557 | $278.0K | 0.20% | +6+0.4% | Added |
| Soltis Investment Advisors LLC | 1,555 | $278.0K | 0.04% | +25+1.6% | Added |
| Charter Oak Capital Management, LLC | 1,560 | $279.0K | 0.04% | +3+0.2% | Added |
| PDS Planning, Inc | 1,562 | $279.0K | 0.05% | +99+6.8% | Added |
| L.M. Kohn & Company | 1,558 | $279.0K | 0.13% | +300+23.8% | Added |
| Bremer Bank National Association | 1,567 | $280.0K | 0.05% | −50−3.1% | Reduced |
| Sanford Advisory Services, LLC | 1,569 | $280.0K | 0.08% | 00.0% | Unchanged |
| Ledyard National Bank | 1,567 | $280.0K | 0.03% | +120+8.3% | Added |
| Acas, LLC | 1,412 | $280.0K | 0.42% | +1+0.1% | Added |