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 |
|---|---|---|---|---|---|
| AF Advisors, Inc. | 2,680 | $479.0K | 0.30% | +820+44.1% | Added |
| Northstar Group, Inc. | 2,681 | $480.0K | 0.14% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,699 | $482.0K | 0.00% | −636−19.1% | Reduced |
| Zeke Capital Advisors, LLC | 2,711 | $485.0K | 0.03% | −36−1.3% | Reduced |
| WCG Wealth Advisors LLC | 2,731 | $488.0K | 0.07% | +2,731 | New |
| Manchester Capital Management LLC | 2,737 | $489.0K | 0.08% | +10.0% | Added |
| Bartlett & Co. LLC | 2,736 | $489.0K | 0.01% | +13+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,736 | $489.1K | 0.01% | +13+0.5% | Added |
| Fulton Bank, N.A. | 2,739 | $490.0K | 0.03% | −116−4.1% | Reduced |
| Avalon Investment & Advisory | 2,741 | $490.0K | 0.01% | −81−2.9% | Reduced |
| Landaas & Co | 2,751 | $492.0K | 0.30% | 00.0% | Unchanged |
| Benin Management CORP | 2,756 | $493.0K | 0.19% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,756 | $493.0K | 0.19% | +43+1.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,774 | $496.0K | 0.09% | −162−5.5% | Reduced |
| Toth Financial Advisory Corp | 2,775 | $496.0K | 0.09% | +52+1.9% | Added |
| International Assets Investment Management, LLC | 2,782 | $497.0K | 0.10% | −103−3.6% | Reduced |
| Platform Technology Partners | 2,778 | $497.0K | 0.27% | +109+4.1% | Added |
| Kozak & Associates, Inc. | 2,782 | $497.0K | 0.33% | +4+0.1% | Added |
| First Western Trust Bank | 2,723 | $500.0K | 0.03% | −380−12.2% | Reduced |
| Garrett Investment Advisors LLC | 2,796 | $500.0K | 0.14% | +750+36.7% | Added |
| Peavine Capital, LLC | 2,800 | $501.0K | 0.11% | 00.0% | Unchanged |
| Well Done, LLC | 2,810 | $502.0K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,813 | $503.0K | 0.04% | −1,200−29.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,815 | $503.0K | 0.06% | −158−5.3% | Reduced |
| MPS Loria Financial Planners, LLC | 2,815 | $503.0K | 0.23% | +3+0.1% | Added |
| Mechanics Bank Trust Department | 2,822 | $504.0K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,926 | $504.0K | 0.02% | +640+28.0% | Added |
| VeraBank, N.A. | 2,835 | $507.0K | 0.30% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,847 | $509.0K | 0.10% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 2,845 | $509.0K | 0.45% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,855 | $511.0K | 0.39% | −269−8.6% | Reduced |
| Wealthspan Partners, LLC | 2,857 | $511.0K | 0.53% | −70−2.4% | Reduced |
| Corundum Group, Inc. | 2,859 | $511.0K | 0.35% | +74+2.7% | Added |
| Girard Partners Ltd. | 2,859 | $511.0K | 0.07% | +76+2.7% | Added |
| Tobam | 2,862 | $512.0K | 0.03% | +187+7.0% | Added |
| Intrust Bank NA | 2,878 | $515.0K | 0.07% | −28−1.0% | Reduced |
| Wedmont Private Capital | 2,885 | $516.0K | 0.11% | +434+17.7% | Added |
| Bath Savings Trust Co | 2,901 | $519.0K | 0.07% | −5−0.2% | Reduced |
| Accurate Wealth Management, LLC | 2,890 | $519.0K | 0.28% | +90+3.2% | Added |
| Two Sigma Securities, LLC | 2,910 | $520.0K | 0.09% | −4,706−61.8% | Reduced |
| Financial Management Network Inc | 2,916 | $520.0K | 0.28% | −263−8.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,920 | $522.0K | 0.05% | −8,918−75.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,918 | $522.0K | 0.13% | −100−3.3% | Reduced |
| Hilltop Holdings Inc. | 2,923 | $522.0K | 0.07% | −35−1.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,936 | $525.0K | 0.14% | −677−18.7% | Reduced |
| CWA Asset Management Group, LLC | 2,943 | $526.0K | 0.05% | −46−1.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,940 | $526.0K | 0.57% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,953 | $528.0K | 0.14% | +277+10.4% | Added |
| Somerville Kurt F | 2,965 | $530.0K | 0.10% | −200−6.3% | Reduced |
| CMG Global Holdings, LLC | 2,972 | $531.0K | 0.55% | −195−6.2% | Reduced |
| Kowal Investment Group, LLC | 2,989 | $534.0K | 0.17% | +910+43.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $536.0K | 0.21% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,000 | $536.0K | 0.14% | +110+3.8% | Added |
| Chicago Trust Co NA | 3,000 | $536.0K | 0.14% | +730+32.2% | Added |
| GeoWealth Management, LLC | 3,003 | $537.0K | 0.07% | −82−2.7% | Reduced |
| Diligent Investors, LLC | 3,033 | $542.0K | 0.19% | −13−0.4% | Reduced |
| Abacus Planning Group, Inc. | 3,057 | $546.0K | 0.16% | −4−0.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,046 | $546.0K | 0.25% | +241+8.6% | Added |
| Cornerstone Wealth Management, LLC | 3,065 | $548.0K | 0.06% | +570+22.8% | Added |
| Clear Creek Financial Management, LLC | 3,073 | $549.0K | 0.11% | +247+8.7% | Added |
| Rossmore Private Capital | 3,073 | $549.0K | 0.10% | +380+14.1% | Added |
| Norway Savings Bank | 3,075 | $550.0K | 0.28% | +773+33.6% | Added |
| Founders Financial Securities LLC | 3,086 | $552.0K | 0.11% | +396+14.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,095 | $554.0K | 0.01% | −28,104−90.1% | Reduced |
| Vanguard Capital Wealth Advisors | 3,103 | $554.0K | 0.63% | −245−7.3% | Reduced |
| Capstone Financial Advisors, Inc. | 3,099 | $554.0K | 0.05% | +415+15.5% | Added |
| Wealth Effects LLC | 3,104 | $555.0K | 0.33% | +256+9.0% | Added |
| Capstone Investment Advisors, LLC | 3,117 | $557.0K | 0.01% | −8,422−73.0% | Reduced |
| Fortem Financial Group, LLC | 3,131 | $560.0K | 0.37% | −579−15.6% | Reduced |
| Sweet Financial Partners, LLC | 3,131 | $560.0K | 0.18% | −11−0.4% | Reduced |
| Gray Wealth Management Inc. | 3,137 | $561.0K | 0.34% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,143 | $562.0K | 0.07% | −8,516−73.0% | Reduced |
| Willow Creek Wealth Management Inc. | 3,142 | $562.0K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,143 | $562.0K | 0.05% | +366+13.2% | Added |
| Hazlett, Burt & Watson, Inc. | 3,146 | $563.0K | 0.52% | −38−1.2% | Reduced |
| Pathway Financial Advisors LLC | 3,163 | $565.0K | 0.24% | 00.0% | Unchanged |
| Maryland Capital Management | 3,173 | $567.0K | 0.04% | +120+3.9% | Added |
| CCG Wealth Management, LLC | 3,176 | $568.0K | 0.32% | +55+1.8% | Added |
| Cardiff Park Advisors, LLC | 3,183 | $569.0K | 0.09% | −85−2.6% | Reduced |
| Sunflower Bank, N.A. | 3,195 | $572.0K | 0.11% | −2,662−45.4% | Reduced |
| Kercheville Advisors, LLC | 3,200 | $572.0K | 0.38% | −975−23.4% | Reduced |
| B&D White Capital Company, LLC | 3,200 | $572.0K | 0.24% | +3,200 | New |
| Atwood & Palmer Inc | 3,208 | $573.0K | 0.06% | −75−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,213 | $574.0K | 0.10% | −793−19.8% | Reduced |
| Edgestream Partners, L.P. | 3,215 | $575.0K | 0.05% | −2,110−39.6% | Reduced |
| Hoey Investments, Inc | 3,222 | $576.0K | 0.26% | −2,344−42.1% | Reduced |
| Security Financial Services, INC. | 3,227 | $577.0K | 0.18% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,239 | $579.0K | 0.03% | −205−6.0% | Reduced |
| First Command Bank | 3,245 | $580.0K | 0.08% | −73−2.2% | Reduced |
| First Command Financial Services, Inc. | 3,245 | $580.0K | 0.08% | −73−2.2% | Reduced |
| CNB Bank | 3,248 | $581.0K | 0.38% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,254 | $582.0K | 0.09% | +604+22.8% | Added |
| Arete Wealth Advisors, LLC | 3,260 | $583.0K | 0.06% | +205+6.7% | Added |
| Archer Investment Corp | 3,269 | $584.3K | 0.24% | +101+3.2% | Added |
| Visionary Wealth Advisors | 3,275 | $585.0K | 0.05% | −787−19.4% | Reduced |
| Trust Co | 3,272 | $585.0K | 0.13% | −60−1.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,299 | $590.0K | 0.34% | −7−0.2% | Reduced |
| King Wealth | 3,301 | $590.0K | 0.14% | +29+0.9% | Added |
| Warren Averett Asset Management, LLC | 3,307 | $591.0K | 0.05% | −12−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 3,307 | $591.0K | 0.17% | +43+1.3% | Added |