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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 1,569 | $280.4K | 0.19% | +1+0.1% | Added |
| Tyler-Stone Wealth Management | 1,573 | $281.0K | 0.19% | +2+0.1% | Added |
| West Michigan Advisors, LLC | 2,042 | $281.0K | 0.24% | +978+91.9% | Added |
| Almanack Investment Partners, LLC. | 1,578 | $282.0K | 0.03% | −103−6.1% | Reduced |
| Cypress Capital Management LLC | 1,578 | $282.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,580 | $282.0K | 0.17% | +18+1.2% | Added |
| Plancorp, LLC | 1,586 | $283.0K | 0.02% | −7−0.4% | Reduced |
| Doyle Wealth Management | 1,585 | $283.0K | 0.02% | +24+1.5% | Added |
| Abacus Wealth Partners, LLC | 1,587 | $283.7K | 0.15% | −103−6.1% | Reduced |
| BDO Wealth Advisors, LLC | 1,587 | $284.0K | 0.03% | −200−11.2% | Reduced |
| Affinity Capital Advisors, LLC | 1,588 | $284.0K | 0.10% | +4+0.3% | Added |
| Sanchez Wealth Management Group | 1,588 | $284.0K | 0.14% | +9+0.6% | Added |
| Tennessee Valley Asset Management Partners | 1,586 | $284.0K | 0.11% | +6+0.4% | Added |
| Empirical Asset Management, LLC | 1,591 | $284.0K | 0.30% | +688+76.2% | Added |
| Ironwood Investment Management LLC | 1,595 | $285.0K | 0.19% | −400−20.1% | Reduced |
| Mark Stevens | 1,597 | $285.0K | 0.04% | −144−8.3% | Reduced |
| IMS Capital Management | 1,600 | $286.0K | 0.18% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,596 | $286.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,601 | $286.0K | 0.10% | +1+0.1% | Added |
| WESCAP Management Group, Inc. | 1,600 | $286.0K | 0.10% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $286.0K | 0.18% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,601 | $286.0K | 0.12% | +140+9.6% | Added |
| Wealth Alliance | 1,602 | $286.0K | 0.05% | +1,602 | New |
| Vishria Bird Financial Group, LLC | 1,606 | $287.0K | 0.19% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,609 | $288.0K | 0.25% | −209−11.5% | Reduced |
| Bender Robert & Associates | 1,617 | $289.0K | 0.11% | −55−3.3% | Reduced |
| BNC Wealth Management, LLC | 1,615 | $289.0K | 0.15% | +67+4.3% | Added |
| Fairfield, Bush & Co. | 1,620 | $290.0K | 0.17% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 1,622 | $290.0K | 0.31% | +9+0.6% | Added |
| North Star Asset Management Inc | 1,630 | $291.0K | 0.02% | −75−4.4% | Reduced |
| Gould Asset Management LLC | 1,630 | $291.0K | 0.09% | −10−0.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,628 | $291.0K | 0.11% | +15+0.9% | Added |
| Future Financial Wealth Managment LLC | 1,308 | $291.0K | 0.28% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,303 | $291.0K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,466 | $291.0K | 0.02% | +132+9.9% | Added |
| Wealth Quarterback LLC | 1,629 | $291.0K | 0.23% | +1,629 | New |
| Camden National Bank | 1,630 | $292.0K | 0.06% | +18+1.1% | Added |
| Krilogy Financial LLC | 1,631 | $292.0K | 0.03% | +21+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,636 | $292.0K | 0.00% | +113+7.4% | Added |
| N.E.W. Advisory Services LLC | 1,636 | $292.0K | 0.05% | +257+18.6% | Added |
| Quantum Financial Advisors, LLC | 1,537 | $293.0K | 0.11% | +1,537 | New |
| Intrua Financial, LLC | 1,648 | $295.0K | 0.06% | −266−13.9% | Reduced |
| Resurgent Financial Advisors LLC | 1,648 | $295.0K | 0.20% | +1,648 | New |
| Atlas Private Wealth Management | 1,657 | $296.0K | 0.20% | +3+0.2% | Added |
| Sunburst Financial Group, LLC | 1,667 | $298.0K | 0.14% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,668 | $298.0K | 0.10% | +24+1.5% | Added |
| First Farmers & Merchants Bank / Trust | 1,665 | $298.0K | 0.37% | +100+6.4% | Added |
| Altus Wealth Group LLC | 1,552 | $298.0K | 0.30% | −1−0.1% | Reduced |
| Ategra Capital Management, LLC | 1,672 | $299.0K | 0.16% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,674 | $299.0K | 0.06% | −266−13.7% | Reduced |
| WealthShield Partners, LLC | 1,672 | $299.0K | 0.06% | −155−8.5% | Reduced |
| LifeSteps Financial, Inc. | 1,674 | $299.0K | 0.31% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 1,675 | $299.0K | 0.25% | +100+6.3% | Added |
| WMG Financial Advisors, LLC | 1,676 | $300.0K | 0.26% | −59−3.4% | Reduced |
| RMR Wealth Builders | 1,686 | $301.0K | 0.08% | −95−5.3% | Reduced |
| Wendell David Associates Inc | 1,682 | $301.0K | 0.04% | 00.0% | Unchanged |
| American Money Management, LLC | 1,686 | $301.0K | 0.09% | +3+0.2% | Added |
| Summit Wealth Partners, LLC | 1,684 | $301.0K | 0.08% | −659−28.1% | Reduced |
| Planning Center, Inc. | 1,753 | $302.0K | 0.24% | +184+11.7% | Added |
| Benedict Financial Advisors Inc | 1,700 | $304.0K | 0.09% | −84−4.7% | Reduced |
| Thomas Story & Son LLC | 1,700 | $304.0K | 0.14% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,700 | $304.0K | 0.02% | +39+2.3% | Added |
| American Research & Management Co. | 1,706 | $305.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,706 | $305.0K | 0.09% | +50+3.0% | Added |
| BigSur Wealth Management LLC | 1,710 | $306.0K | 0.14% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,711 | $306.0K | 0.07% | +64+3.9% | Added |
| Glassman Wealth Services | 1,710 | $306.0K | 0.06% | +104+6.5% | Added |
| Waters Parkerson & Co., LLC | 1,713 | $306.0K | 0.02% | +418+32.3% | Added |
| Stephens Consulting, LLC | 1,716 | $306.7K | 0.25% | −735−30.0% | Reduced |
| Check Capital Management Inc | 1,717 | $307.0K | 0.03% | 00.0% | Unchanged |
| Davidson Investment Advisors | 1,725 | $308.0K | 0.03% | −65−3.6% | Reduced |
| WealthBridge Capital Management, LLC | 1,721 | $308.0K | 0.13% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,726 | $309.0K | 0.08% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,728 | $309.0K | 0.12% | +175+11.3% | Added |
| Hills Bank & Trust Co | 1,732 | $310.0K | 0.05% | −447−20.5% | Reduced |
| YHB Investment Advisors, Inc. | 1,739 | $311.0K | 0.03% | −199−10.3% | Reduced |
| Gamco Investors, Inc. Et Al | 1,746 | $312.0K | 0.00% | −1,207−40.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,745 | $312.0K | 0.02% | +67+4.0% | Added |
| Grove Bank & Trust | 1,752 | $313.0K | 0.07% | −53−2.9% | Reduced |
| Private Portfolio Partners LLC | 1,753 | $313.4K | 0.09% | −254−12.7% | Reduced |
| Kaydan Wealth Management, Inc. | 1,761 | $314.8K | 0.18% | −25−1.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,771 | $316.0K | 0.12% | +2+0.1% | Added |
| Range Financial Group LLC | 1,771 | $317.0K | 0.23% | −253−12.5% | Reduced |
| Benchmark Wealth Management, LLC | 1,777 | $318.0K | 0.23% | +1+0.1% | Added |
| Sanders Morris Harris LLC | 1,775 | $318.0K | 0.07% | 00.0% | Unchanged |
| Swarthmore Group Inc | 1,784 | $319.0K | 0.13% | −25,208−93.4% | Reduced |
| TrinityPoint Wealth, LLC | 1,783 | $319.0K | 0.07% | −493−21.7% | Reduced |
| Advisory Resource Group | 1,786 | $319.0K | 0.10% | −37−2.0% | Reduced |
| Stewart & Patten Co LLC | 1,791 | $320.0K | 0.06% | −100−5.3% | Reduced |
| QVR LLC | 1,788 | $320.0K | 0.25% | +1,788 | New |
| One Capital Management, LLC | 1,797 | $321.0K | 0.02% | +188+11.7% | Added |
| Oak Thistle LLC | 1,795 | $321.0K | 0.62% | +1,795 | New |
| BFT Financial Group, LLC | 1,801 | $322.0K | 0.09% | −214−10.6% | Reduced |
| Baker Boyer National Bank | 1,801 | $322.0K | 0.16% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,805 | $323.0K | 0.21% | −194−9.7% | Reduced |
| MBA Advisors LLC | 1,805 | $323.0K | 0.22% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,809 | $323.0K | 0.17% | +10+0.6% | Added |
| Asset Allocation & Management Company, LLC | 1,811 | $324.0K | 0.14% | −2,716−60.0% | Reduced |
| Horst & Graben Wealth Management LLC | 1,812 | $324.0K | 0.09% | +10+0.6% | Added |
| Walter & Keenan Financial Consulting Co | 1,818 | $325.0K | 0.13% | +17+0.9% | Added |