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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 2,141 | $382.0K | 0.10% | −451,074−99.5% | Reduced |
| Buckingham Strategic Partners | 2,135 | $382.0K | 0.03% | +631+42.0% | Added |
| Bensler, LLC | 2,137 | $382.1K | 0.09% | −91−4.1% | Reduced |
| First Financial Corp | 2,145 | $383.0K | 0.25% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,147 | $384.0K | 0.05% | −7−0.3% | Reduced |
| LVM Capital Management Ltd | 2,150 | $384.0K | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,153 | $385.0K | 0.07% | −25−1.1% | Reduced |
| Sunbelt Securities, Inc. | 2,152 | $385.0K | 0.08% | +177+9.0% | Added |
| Wealthsource Partners, LLC | 2,169 | $388.0K | 0.03% | −136−5.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,173 | $388.0K | 0.27% | +5+0.2% | Added |
| Marcum Wealth, LLC | 2,172 | $388.0K | 0.06% | +29+1.4% | Added |
| StrategIQ Financial Group, LLC | 2,168 | $388.0K | 0.05% | +60+2.8% | Added |
| Derbend Asset Management | 2,184 | $390.0K | 0.33% | −100−4.4% | Reduced |
| Capital Advisors Inc | 2,182 | $390.0K | 0.01% | +263+13.7% | Added |
| OPSEU Pension Plan Trust Fund | 2,184 | $391.0K | 0.10% | −11,084−83.5% | Reduced |
| Tolleson Wealth Management, Inc. | 2,200 | $393.0K | 0.11% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 2,202 | $394.0K | 0.24% | +10.0% | Added |
| NCM Capital Management, LLC | 2,205 | $394.0K | 0.28% | 00.0% | Unchanged |
| 55I, LLC | 2,212 | $395.0K | 0.01% | −604−21.4% | Reduced |
| Riverwater Partners LLC | 2,210 | $395.0K | 0.40% | −19−0.9% | Reduced |
| Johnson Financial Group, Inc. | 2,212 | $396.0K | 0.03% | −13−0.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,227 | $398.0K | 0.29% | +100+4.7% | Added |
| Marion Wealth Management | 2,233 | $399.0K | 0.21% | +469+26.6% | Added |
| Athena Investment Management | 2,236 | $400.0K | 0.32% | −2−0.1% | Reduced |
| Bluefin Capital Management, LLC | 2,180 | $400.0K | 0.05% | +210+10.7% | Added |
| Fundamentun, LLC | 2,242 | $401.0K | 0.08% | −98−4.2% | Reduced |
| Childress Capital Advisors, LLC | 2,247 | $402.0K | 0.16% | +121+5.7% | Added |
| Evergreen Capital Management LLC | 2,250 | $403.0K | 0.02% | −881−28.1% | Reduced |
| Cahaba Wealth Management, Inc. | 2,257 | $403.0K | 0.06% | −116−4.9% | Reduced |
| Colony Family Offices, LLC | 2,255 | $403.0K | 0.18% | +2,255 | New |
| Goepper Burkhardt LLC | 2,260 | $404.0K | 0.28% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,266 | $405.0K | 0.32% | 00.0% | Unchanged |
| Beck Bode, LLC | 2,265 | $405.0K | 0.09% | +393+21.0% | Added |
| Berger Financial Group, Inc | 2,273 | $406.0K | 0.06% | +187+9.0% | Added |
| Summit Financial Strategies, Inc. | 2,284 | $408.0K | 0.10% | 00.0% | Unchanged |
| Day & Ennis, LLC | 2,293 | $410.0K | 0.16% | −103−4.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,300 | $411.0K | 0.01% | −2,900−55.8% | Reduced |
| Mechanics Financial Corp | 2,300 | $411.0K | 0.25% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 2,315 | $414.0K | 0.18% | −15−0.6% | Reduced |
| Montag A & Associates Inc | 2,315 | $414.0K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,346 | $418.0K | 0.20% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 2,340 | $418.0K | 0.33% | +12+0.5% | Added |
| Advisors Management Group Inc | 2,338 | $418.0K | 0.15% | +63+2.8% | Added |
| Fort Sheridan Advisors LLC | 2,345 | $419.0K | 0.14% | 00.0% | Unchanged |
| Exane Derivatives | 2,354 | $420.7K | 0.24% | −1,283−35.3% | Reduced |
| Benjamin Edwards Inc | 2,361 | $422.0K | 0.12% | −10−0.4% | Reduced |
| Capital Planning Advisors, LLC | 2,358 | $422.0K | 0.11% | +72+3.1% | Added |
| 180 Wealth Advisors, LLC | 2,370 | $423.0K | 0.11% | −35−1.5% | Reduced |
| Wimmer Associates 1, LLC | 2,371 | $424.0K | 0.28% | 00.0% | Unchanged |
| Rollins Financial | 2,379 | $425.0K | 0.15% | −842−26.1% | Reduced |
| Tarbox Family Office, Inc. | 2,385 | $426.0K | 0.10% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,400 | $427.0K | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,392 | $428.0K | 0.00% | +334+16.2% | Added |
| Dakota Wealth Management | 2,394 | $428.0K | 0.04% | +575+31.6% | Added |
| Regent Investment Management LLC | 2,400 | $429.0K | 0.12% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,405 | $430.0K | 0.36% | +2+0.1% | Added |
| Evanson Asset Management, LLC | 2,406 | $430.0K | 0.05% | +201+9.1% | Added |
| Hexagon Capital Partners LLC | 2,416 | $432.0K | 0.13% | −103−4.1% | Reduced |
| Old Second National Bank of Aurora | 2,425 | $433.0K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,427 | $433.0K | 0.38% | −21−0.9% | Reduced |
| Keel Point, LLC | 2,270 | $433.0K | 0.07% | +122+5.7% | Added |
| Boothbay Fund Management, LLC | 2,441 | $436.0K | 0.02% | +2,441 | New |
| MQS Management LLC | 2,442 | $437.0K | 0.30% | +223+10.0% | Added |
| First Citizens Financial Corp | 2,454 | $439.0K | 0.39% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,460 | $440.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,268 | $440.0K | 0.05% | +1,152+103.2% | Added |
| DSC Advisors, L.P. | 2,472 | $442.0K | 0.44% | −463−15.8% | Reduced |
| Claris Advisors, LLC | 2,479 | $443.0K | 0.48% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 2,496 | $446.0K | 0.17% | −279−10.1% | Reduced |
| Sippican Capital Advisors | 2,500 | $447.0K | 0.44% | −300−10.7% | Reduced |
| First National Bank of Hutchinson | 2,502 | $447.0K | 0.33% | +6+0.2% | Added |
| Reynders McVeigh Capital Management, LLC | 2,509 | $448.0K | 0.03% | −400−13.8% | Reduced |
| Saxon Interests, Inc. | 2,510 | $449.0K | 0.27% | −236−8.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,510 | $449.0K | 0.31% | −47−1.8% | Reduced |
| Seelaus Asset Management LLC | 2,511 | $449.0K | 0.33% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 2,543 | $455.0K | 0.06% | −219−7.9% | Reduced |
| W Advisors, LLC | 2,551 | $456.0K | 0.39% | +14+0.6% | Added |
| Heritage Wealth Advisors | 2,556 | $457.0K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,555 | $457.0K | 0.29% | +10.0% | Added |
| Delphia (USA) Inc. | 2,555 | $457.0K | 0.31% | +326+14.6% | Added |
| Paloma Partners Management Co | 2,554 | $457.0K | 0.05% | +2,379+1,359.4% | Added |
| Concord Wealth Partners | 2,572 | $460.0K | 0.13% | +28+1.1% | Added |
| Castleark Management LLC | 2,590 | $463.0K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 2,597 | $464.0K | 0.13% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,602 | $465.0K | 0.17% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 2,600 | $465.0K | 0.07% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,603 | $465.0K | 0.22% | +714+37.8% | Added |
| Clearstead Advisors, LLC | 2,611 | $467.0K | 0.04% | −437−14.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,622 | $469.0K | 0.55% | +18+0.7% | Added |
| Mendel Money Management | 2,637 | $471.0K | 0.28% | +30+1.2% | Added |
| IFG Advisory, LLC | 2,642 | $471.0K | 0.05% | +125+5.0% | Added |
| PrairieView Partners, LLC | 2,641 | $472.0K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,643 | $472.0K | 0.01% | +51+2.0% | Added |
| Raleigh Capital Management Inc. | 2,644 | $473.0K | 0.27% | +255+10.7% | Added |
| Sabal Trust CO | 2,659 | $475.0K | 0.03% | −106,958−97.6% | Reduced |
| Garner Asset Management Corp | 2,659 | $475.0K | 0.21% | +300+12.7% | Added |
| LCNB Corp | 2,667 | $477.0K | 0.25% | −50−1.8% | Reduced |
| Opes Wealth Management LLC | 2,666 | $477.0K | 0.19% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,671 | $478.0K | 0.02% | −102−3.7% | Reduced |
| Kore Private Wealth LLC | 2,673 | $478.0K | 0.07% | −44−1.6% | Reduced |