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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 7,126 | $1.27M | 0.10% | −897−11.2% | Reduced |
| BCM Advisors, LLC | 7,000 | $1.27M | 0.35% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,123 | $1.27M | 0.11% | +1,166+19.6% | Added |
| Ashton Thomas Private Wealth, LLC | 7,095 | $1.27M | 0.14% | −628−8.1% | Reduced |
| Capital Wealth Planning, LLC | 7,070 | $1.26M | 0.02% | +70+1.0% | Added |
| Gables Capital Management Inc. | 7,050 | $1.26M | 0.95% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,036 | $1.26M | 0.02% | −100−1.4% | Reduced |
| Osborne Partners Capital Management, LLC | 7,011 | $1.25M | 0.10% | −894−11.3% | Reduced |
| Franklin Street Advisors Inc | 7,000 | $1.25M | 0.12% | +478+7.3% | Added |
| Oarsman Capital, Inc. | 6,985 | $1.25M | 0.62% | −1,223−14.9% | Reduced |
| Valley Brook Capital Group | 6,920 | $1.24M | 1.28% | −160−2.3% | Reduced |
| CAPROCK Group, Inc. | 6,921 | $1.24M | 0.12% | −92−1.3% | Reduced |
| Cigna Investments Inc | 6,901 | $1.23M | 0.25% | −2,678−28.0% | Reduced |
| Diamant Asset Management, Inc. | 6,875 | $1.23M | 1.11% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 6,868 | $1.23M | 0.03% | +75+1.1% | Added |
| Coastline Trust Co | 6,863 | $1.23M | 0.18% | −132−1.9% | Reduced |
| Lifeworks Advisors, LLC | 6,861 | $1.23M | 0.78% | +1,948+39.6% | Added |
| J.W. Cole Advisors, Inc. | 6,854 | $1.23M | 0.10% | −528−7.2% | Reduced |
| Deseret Mutual Benefit Administrators | 6,813 | $1.22M | 0.28% | +628+10.2% | Added |
| Titleist Asset Management, Ltd. | 6,809 | $1.22M | 0.30% | +140+2.1% | Added |
| Everett Harris & Co | 6,802 | $1.22M | 0.02% | −562−7.6% | Reduced |
| Staley Capital Advisers Inc | 6,800 | $1.22M | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,793 | $1.21M | 0.33% | −2,716−28.6% | Reduced |
| Hilton Capital Management, LLC | 6,783 | $1.21M | 0.15% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 6,782 | $1.21M | 0.01% | −114−1.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,775 | $1.21M | 0.00% | −2,650−28.1% | Reduced |
| Core Wealth Advisors, Inc. | 6,775 | $1.21M | 0.74% | +6,775 | New |
| AMG National Trust Bank | 6,097 | $1.21M | 0.05% | −650−9.6% | Reduced |
| Braun Stacey Associates Inc | 6,760 | $1.21M | 0.07% | +1,600+31.0% | Added |
| Smith, Moore & Co. | 6,754 | $1.21M | 0.19% | +43+0.6% | Added |
| Main Street Research LLC | 6,737 | $1.20M | 0.32% | −278−4.0% | Reduced |
| De Burlo Group Inc | 6,737 | $1.20M | 0.34% | +6,737 | New |
| DFPG Investments, LLC | 6,930 | $1.20M | 0.52% | +277+4.2% | Added |
| Laurel Wealth Advisors, Inc. | 6,725 | $1.20M | 0.12% | +1,141+20.4% | Added |
| Parallel Advisors, LLC | 6,719 | $1.20M | 0.06% | −172−2.5% | Reduced |
| Ar Asset Management Inc | 6,700 | $1.20M | 0.34% | −100−1.5% | Reduced |
| Atlantic Trust, LLC | 6,698 | $1.20M | 0.91% | 00.0% | Unchanged |
| Guardian Investment Management | 6,687 | $1.20M | 1.04% | −3,370−33.5% | Reduced |
| Fort Pitt Capital Group, LLC | 6,681 | $1.19M | 0.05% | +440+7.1% | Added |
| Legacy Bridge, LLC | 6,660 | $1.19M | 0.88% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,638 | $1.19M | 0.22% | +1,736+35.4% | Added |
| Covington Capital Management | 6,609 | $1.18M | 0.05% | +3,253+96.9% | Added |
| Toroso Investments, LLC | 6,597 | $1.18M | 0.04% | +690+11.7% | Added |
| NVWM, LLC | 6,576 | $1.18M | 0.46% | +17+0.3% | Added |
| Fluent Financial, LLC | 6,566 | $1.17M | 0.60% | −5,044−43.4% | Reduced |
| Wintrust Investments LLC | 6,567 | $1.17M | 0.14% | +71+1.1% | Added |
| Clarius Group, LLC | 6,569 | $1.17M | 0.12% | +582+9.7% | Added |
| Silverlake Wealth Management LLC | 6,564 | $1.17M | 0.77% | +413+6.7% | Added |
| Thomas White International Ltd | 6,542 | $1.17M | 0.23% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,523 | $1.17M | 0.14% | −68−1.0% | Reduced |
| Maltin Wealth Management, Inc. | 6,498 | $1.16M | 0.84% | +43+0.7% | Added |
| Schechter Investment Advisors, LLC | 6,492 | $1.16M | 0.11% | −921−12.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 6,467 | $1.16M | 0.93% | −75−1.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,421 | $1.15M | 1.26% | −200−3.0% | Reduced |
| Ritholtz Wealth Management | 6,420 | $1.15M | 0.07% | +630+10.9% | Added |
| Harvest Volatility Management LLC | 6,400 | $1.14M | 0.18% | +515+8.8% | Added |
| Douglas Lane & Associates, LLC | 6,371 | $1.14M | 0.02% | −379−5.6% | Reduced |
| Centaurus Financial, Inc. | 6,354 | $1.14M | 0.11% | −839−11.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,728 | $1.14M | 0.11% | −251−4.2% | Reduced |
| Verdence Capital Advisors LLC | 6,323 | $1.13M | 0.15% | −2,457−28.0% | Reduced |
| Boston Private Wealth LLC | 6,322 | $1.13M | 0.02% | −169−2.6% | Reduced |
| Parsec Financial Management, Inc. | 6,313 | $1.13M | 0.05% | +50+0.8% | Added |
| Clear Street Markets LLC | 6,298 | $1.13M | 0.38% | +4,499+250.1% | Added |
| Centiva Capital, LP | 6,295 | $1.13M | 0.07% | +4,578+266.6% | Added |
| RNC Capital Management LLC | 6,295 | $1.13M | 0.06% | −110−1.7% | Reduced |
| Greenfield Savings Bank | 6,255 | $1.12M | 0.75% | +6,255 | New |
| Financial Architects, Inc | 6,241 | $1.12M | 1.42% | +598+10.6% | Added |
| Mattern Wealth Management LLC | 6,225 | $1.11M | 0.44% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 6,204 | $1.11M | 0.67% | +567+10.1% | Added |
| Fort Point Capital Partners LLC | 6,173 | $1.10M | 0.20% | −277−4.3% | Reduced |
| Essex Savings Bank | 6,161 | $1.10M | 0.42% | −57−0.9% | Reduced |
| WBH Advisory Inc | 6,266 | $1.10M | 0.15% | −283−4.3% | Reduced |
| Siena Capital LLC | 6,132 | $1.10M | 0.66% | +204+3.4% | Added |
| Tiemann Investment Advisors, LLC | 6,123 | $1.09M | 0.58% | −75−1.2% | Reduced |
| Inspire Advisors, LLC | 6,106 | $1.09M | 0.31% | +365+6.4% | Added |
| Graypoint LLC | 6,058 | $1.08M | 0.14% | −849−12.3% | Reduced |
| NorthRock Partners, LLC | 6,051 | $1.08M | 0.11% | +67+1.1% | Added |
| Haverford Trust Co | 6,029 | $1.08M | 0.01% | −629−9.4% | Reduced |
| Amarillo National Bank | 6,027 | $1.08M | 0.24% | +54+0.9% | Added |
| Private Asset Management Inc | 6,015 | $1.07M | 0.17% | +103+1.7% | Added |
| K.J. Harrison & Partners Inc | 6,000 | $1.07M | 0.29% | −8,000−57.1% | Reduced |
| Coastal Investment Advisors, Inc. | 6,021 | $1.07M | 0.26% | +315+5.5% | Added |
| Assenagon Asset Management S.A. | 5,999 | $1.07M | 0.00% | −124,299−95.4% | Reduced |
| Arjuna Capital | 5,985 | $1.07M | 0.52% | +5,985 | New |
| Personal Capital Advisors Corp | 5,979 | $1.07M | 0.01% | +1,043+21.1% | Added |
| Cahill Financial Advisors Inc | 5,971 | $1.07M | 0.23% | −414−6.5% | Reduced |
| First National Bank Sioux Falls | 5,970 | $1.07M | 1.36% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,963 | $1.07M | 0.39% | +7+0.1% | Added |
| SlateStone Wealth, LLC | 5,914 | $1.06M | 0.27% | +2,032+52.3% | Added |
| Beaton Management Co. Inc. | 5,903 | $1.05M | 0.75% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,892 | $1.05M | 0.04% | −124−2.1% | Reduced |
| Stonegate Investment Group, LLC | 5,871 | $1.05M | 0.05% | +1,016+20.9% | Added |
| Sequent Asset Management, LLC | 5,861 | $1.05M | 0.77% | −30−0.5% | Reduced |
| True North Advisors, LLC | 5,844 | $1.04M | 0.33% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,830 | $1.04M | 0.19% | +63+1.1% | Added |
| Palumbo Wealth Management LLC | 5,821 | $1.04M | 0.83% | +33+0.6% | Added |
| Wade G W & Inc | 5,812 | $1.04M | 0.05% | −38−0.6% | Reduced |
| EP Wealth Advisors, LLC | 5,802 | $1.04M | 0.02% | +259+4.7% | Added |
| TKG Advisors, LLC | 5,785 | $1.03M | 0.89% | +184+3.3% | Added |
| Flaharty Asset Management, LLC | 5,785 | $1.03M | 0.21% | +1,650+39.9% | Added |