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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 1,816 | $325.0K | 0.04% | +24+1.3% | Added |
| Warther Private Wealth, LLC | 1,829 | $326.0K | 0.24% | −443−19.5% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 1,825 | $326.0K | 0.10% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 1,830 | $327.0K | 0.17% | +50+2.8% | Added |
| Peoples Financial Services Corp. | 1,837 | $328.0K | 0.16% | +448+32.3% | Added |
| Latitude Advisors, LLC | 1,841 | $329.0K | 0.30% | −3,605−66.2% | Reduced |
| North Point Portfolio Managers Corp | 1,838 | $329.0K | 0.06% | 00.0% | Unchanged |
| David Loasby | 1,824 | $329.0K | 0.05% | −11−0.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,845 | $330.0K | 0.41% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,849 | $331.0K | 0.08% | +32+1.8% | Added |
| Boston Common Asset Management, LLC | 1,850 | $331.0K | 0.02% | +153+9.0% | Added |
| Corton Capital Inc. | 1,860 | $332.0K | 0.31% | −635−25.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,859 | $332.0K | 0.04% | +22+1.2% | Added |
| Evermay Wealth Management LLC | 1,865 | $333.0K | 0.06% | −70−3.6% | Reduced |
| Aua Capital Management, LLC | 1,870 | $334.0K | 0.19% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,866 | $334.0K | 0.04% | +111+6.3% | Added |
| Landmark Financial Advisors, LLC | 1,871 | $334.0K | 0.16% | +70+3.9% | Added |
| Eads & Heald Wealth Management | 1,879 | $336.0K | 0.18% | −35−1.8% | Reduced |
| REDW Wealth LLC | 1,878 | $336.0K | 0.12% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,888 | $337.0K | 0.13% | +17+0.9% | Added |
| Stokes Family Office, LLC | 1,887 | $337.0K | 0.05% | +145+8.3% | Added |
| Valmark Advisers, Inc. | 1,892 | $338.0K | 0.01% | +829+78.0% | Added |
| Trust Co of Virginia | 1,893 | $339.0K | 0.04% | +151+8.7% | Added |
| Bayesian Capital Management, LP | 1,897 | $339.0K | 0.06% | +1,897 | New |
| MSH Capital Advisors LLC | 1,900 | $339.6K | 0.16% | +1+0.1% | Added |
| Winthrop Advisory Group LLC | 1,905 | $340.0K | 0.08% | +877+85.3% | Added |
| Jeppson Wealth Management, LLC | 1,901 | $340.0K | 0.15% | +1,901 | New |
| Peregrine Asset Advisers, Inc. | 1,908 | $341.0K | 0.25% | −1,012−34.7% | Reduced |
| FAI Wealth Management | 1,910 | $341.0K | 0.31% | −55−2.8% | Reduced |
| GYL Financial Synergies, LLC | 1,908 | $341.0K | 0.09% | +219+13.0% | Added |
| Highland Private Wealth Management | 1,918 | $343.0K | 0.05% | +24+1.3% | Added |
| Barnett & Company, Inc. | 1,925 | $344.0K | 0.28% | −100−4.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,940 | $346.0K | 0.19% | −52−2.6% | Reduced |
| Appleton Partners Inc | 1,941 | $347.0K | 0.03% | −5−0.3% | Reduced |
| Brightworth | 1,947 | $348.0K | 0.04% | +119+6.5% | Added |
| Trustco Bank Corp N Y | 1,953 | $350.0K | 0.38% | −60−3.0% | Reduced |
| First Commonwealth Financial Corp | 1,957 | $350.0K | 0.13% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,960 | $350.0K | 0.28% | +110+5.9% | Added |
| Boston Financial Mangement LLC | 1,965 | $351.0K | 0.02% | −940−32.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,772 | $351.0K | 0.35% | −720−28.9% | Reduced |
| Clarus Wealth Advisors | 2,006 | $351.0K | 0.25% | +88+4.6% | Added |
| DuPont Capital Management Corp | 1,967 | $352.0K | 0.02% | −1,844−48.4% | Reduced |
| Blueprint Investment Partners LLC | 1,970 | $352.0K | 0.09% | −27−1.4% | Reduced |
| Gradient Capital Advisors, LLC | 1,972 | $352.0K | 0.17% | +1+0.1% | Added |
| Summit Financial, LLC | 1,979 | $353.8K | 0.03% | −221−10.0% | Reduced |
| Verus Capital Partners, LLC | 1,979 | $355.0K | 0.07% | −212−9.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,990 | $356.0K | 0.15% | −700−26.0% | Reduced |
| BlueSky Wealth Advisors, LLC | 1,990 | $356.0K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,987 | $356.0K | 0.03% | +100+5.3% | Added |
| Point72 Hong Kong Ltd | 1,990 | $356.0K | 0.02% | +920+86.0% | Added |
| Smith Anglin Financial, LLC | 1,995 | $357.0K | 0.10% | −226−10.2% | Reduced |
| Marks Group Wealth Management, Inc | 1,995 | $357.0K | 0.05% | +51+2.6% | Added |
| Quattro Financial Advisors LLC | 2,000 | $358.0K | 0.12% | −3,000−60.0% | Reduced |
| Cito Capital Group, LLC | 2,000 | $358.0K | 0.20% | −1,000−33.3% | Reduced |
| First Community Trust NA | 2,000 | $358.0K | 0.42% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 2,000 | $358.0K | 0.08% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,000 | $358.0K | 0.17% | 00.0% | Unchanged |
| Quaero Capital S.A. | 2,000 | $358.0K | 0.29% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,006 | $359.0K | 0.05% | −110−5.2% | Reduced |
| Woodmont Investment Counsel LLC | 2,009 | $359.0K | 0.04% | −36−1.8% | Reduced |
| Avestar Capital, LLC | 2,011 | $359.0K | 0.10% | +191+10.5% | Added |
| Burns J W & Co Inc | 2,015 | $360.0K | 0.07% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,014 | $360.0K | 0.07% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,015 | $360.0K | 0.17% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,012 | $360.0K | 0.01% | +127+6.7% | Added |
| SevenOneSeven Capital Management | 2,019 | $361.0K | 0.84% | +11+0.5% | Added |
| Pacitti Group Inc. | 2,027 | $362.0K | 0.28% | +2+0.1% | Added |
| First Affirmative Financial Network | 2,030 | $363.0K | 0.41% | −321−13.7% | Reduced |
| GHP Investment Advisors, Inc. | 2,032 | $363.0K | 0.03% | −31−1.5% | Reduced |
| Game Plan Financial Advisors, LLC | 2,045 | $364.0K | 0.29% | −50−2.4% | Reduced |
| Applied Capital LLC | 2,043 | $365.0K | 0.25% | −1,178−36.6% | Reduced |
| Magnus Financial Group LLC | 2,041 | $365.0K | 0.07% | +10+0.5% | Added |
| Fulton Breakefield Broenniman LLC | 2,041 | $365.0K | 0.03% | +68+3.4% | Added |
| Mountain Pacific Investment Advisers Inc | 2,049 | $366.0K | 0.03% | +10.0% | Added |
| CWM Advisors, LLC | 2,056 | $367.0K | 0.05% | −6,296−75.4% | Reduced |
| Northwest Bancshares, Inc. | 2,052 | $367.0K | 0.08% | −177−7.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,487 | $367.8K | 0.02% | +1,487 | New |
| Titus Wealth Management | 2,060 | $368.0K | 0.18% | +5+0.2% | Added |
| Wall Street Access Asset Management, LLC | 2,062 | $368.0K | 0.19% | +19+0.9% | Added |
| Beach Investment Counsel Inc | 2,066 | $369.0K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,064 | $369.0K | 0.24% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,062 | $369.0K | 0.04% | +67+3.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,070 | $370.0K | 0.12% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,072 | $370.0K | 0.00% | +2,072 | New |
| Cooper/Haims Advisors, LLC | 2,077 | $371.0K | 0.24% | +118+6.0% | Added |
| Hunter Associates Investment Management LLC | 2,077 | $371.0K | 0.09% | +2,077 | New |
| KLCM Advisors, Inc. | 2,081 | $372.0K | 0.08% | −755−26.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,082 | $372.0K | 0.04% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 2,081 | $372.0K | 0.16% | +2+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 2,088 | $373.0K | 0.13% | +2+0.1% | Added |
| GraniteShares Advisors LLC | 2,093 | $374.0K | 0.27% | +2,093 | New |
| Bank of Nova Scotia Trust Co | 2,100 | $375.0K | 0.04% | −498−19.2% | Reduced |
| Financial Consulate, Inc | 2,100 | $375.0K | 0.18% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 2,100 | $375.0K | 0.08% | +400+23.5% | Added |
| Home Federal Bank of Tennessee | 2,109 | $377.0K | 0.15% | +100+5.0% | Added |
| Prestige Wealth Management Group LLC | 2,109 | $377.0K | 0.10% | +344+19.5% | Added |
| Lester Murray Antman dba SimplyRich | 2,116 | $378.0K | 0.16% | −176−7.7% | Reduced |
| Full Sail Capital, LLC | 2,116 | $378.0K | 0.04% | −46−2.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,124 | $380.0K | 0.11% | −1,989−48.4% | Reduced |
| Intersect Capital LLC | 2,133 | $381.0K | 0.12% | −94−4.2% | Reduced |