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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 3,718 | $665.0K | 0.01% | −211−5.4% | Reduced |
| Stiles Financial Services Inc | 3,719 | $665.0K | 0.40% | +13+0.4% | Added |
| Roman Butler Fullerton & Co | 3,831 | $664.0K | 0.37% | +149+4.0% | Added |
| Circle Wealth Management, LLC | 3,701 | $662.0K | 0.11% | +28+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,701 | $662.0K | 0.11% | +348+10.4% | Added |
| Sentry Investment Management LLC | 3,695 | $661.0K | 0.30% | −596−13.9% | Reduced |
| Concentric Wealth Management, LLC | 3,700 | $661.0K | 0.22% | +300+8.8% | Added |
| Gouws Capital LLC | 3,688 | $659.0K | 0.63% | +3,688 | New |
| South State Corp. | 3,659 | $655.0K | 0.06% | −117−3.1% | Reduced |
| Strategic Blueprint, LLC | 3,662 | $655.0K | 0.08% | +335+10.1% | Added |
| Curated Wealth Partners LLC | 3,659 | $655.0K | 0.19% | +2,206+151.8% | Added |
| Sawtooth Solutions, LLC | 3,660 | $654.0K | 0.08% | +1,009+38.1% | Added |
| J. W. Coons Advisors, LLC | 3,630 | $651.0K | 0.23% | −50−1.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 3,637 | $650.0K | 0.84% | −7,740−68.0% | Reduced |
| Patton Albertson Miller Group, LLC | 3,638 | $650.0K | 0.13% | −85−2.3% | Reduced |
| Federated Hermes, Inc. | 3,628 | $649.0K | 0.00% | −1,157−24.2% | Reduced |
| Delta Investment Management, LLC | 3,633 | $649.0K | 0.30% | +10.0% | Added |
| Nwam LLC | 3,677 | $648.0K | 0.06% | −159−4.1% | Reduced |
| SS&H Financial Advisors, Inc. | 3,625 | $648.0K | 0.30% | −15−0.4% | Reduced |
| Vident Investment Advisory, LLC | 3,591 | $646.0K | 0.02% | −565−13.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,608 | $645.0K | 0.21% | +30+0.8% | Added |
| Cynosure Management, LLC | 3,600 | $644.0K | 0.63% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 3,584 | $641.0K | 0.10% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,573 | $639.0K | 0.03% | −31−0.9% | Reduced |
| White Lighthouse Investment Management Inc. | 3,571 | $638.0K | 0.18% | −3−0.1% | Reduced |
| Thomasville National Bank | 3,569 | $638.0K | 0.07% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,568 | $638.0K | 0.07% | +166+4.9% | Added |
| Taurus Asset Management, LLC | 3,558 | $636.0K | 0.08% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,557 | $636.0K | 0.12% | +15+0.4% | Added |
| Gleason Group, Inc. | 3,558 | $636.0K | 0.22% | +19+0.5% | Added |
| Wealth Management Partners, LLC | 4,000 | $634.0K | 0.56% | +1,000+33.3% | Added |
| Auxier Asset Management | 3,540 | $633.0K | 0.11% | 00.0% | Unchanged |
| Boston Research & Management Inc | 3,542 | $633.0K | 0.21% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,535 | $632.0K | 0.63% | −96−2.6% | Reduced |
| Cooper Financial Group | 3,537 | $632.0K | 0.23% | +1,451+69.6% | Added |
| SignalPoint Asset Management, LLC | 3,526 | $630.0K | 0.23% | −94−2.6% | Reduced |
| First Manhattan Co | 3,515 | $628.0K | 0.00% | +3+0.1% | Added |
| XML Financial, LLC | 3,505 | $627.0K | 0.14% | +256+7.9% | Added |
| AXS Investments LLC | 3,503 | $626.0K | 0.22% | −1,833−34.4% | Reduced |
| Granite Investment Partners, LLC | 3,500 | $626.0K | 0.03% | +3,500 | New |
| Fernwood Investment Management, LLC | 3,497 | $625.0K | 0.27% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,488 | $624.0K | 0.16% | −246−6.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,489 | $624.0K | 0.36% | +1,354+63.4% | Added |
| Monticello Wealth Management, LLC | 3,480 | $622.0K | 0.07% | −225−6.1% | Reduced |
| Indiana Trust & Investment Management CO | 3,478 | $622.0K | 0.35% | +182+5.5% | Added |
| Balentine LLC | 3,466 | $620.0K | 0.02% | +349+11.2% | Added |
| Quadrant Capital Group LLC | 3,468 | $620.0K | 0.08% | +439+14.5% | Added |
| Texas Yale Capital Corp. | 3,458 | $618.0K | 0.04% | +90+2.7% | Added |
| IPG Investment Advisors LLC | 3,451 | $617.0K | 0.15% | −91−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 3,448 | $616.0K | 0.14% | +400+13.1% | Added |
| Rodgers Brothers Inc. | 3,440 | $615.0K | 0.12% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,434 | $614.0K | 0.24% | −409−10.6% | Reduced |
| Ballast Advisors LLC | 3,430 | $613.0K | 0.28% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,414 | $610.0K | 0.03% | +33+1.0% | Added |
| Advisory Alpha, LLC | 3,406 | $609.0K | 0.05% | −33−1.0% | Reduced |
| Tompkins Financial Corp | 3,404 | $608.0K | 0.10% | −585−14.7% | Reduced |
| Laird Norton Trust Company, LLC | 3,404 | $608.0K | 0.08% | −268−7.3% | Reduced |
| E&G Advisors, LP | 3,400 | $608.0K | 0.21% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 3,400 | $608.0K | 0.55% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,383 | $605.0K | 0.04% | −10−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 3,376 | $604.0K | 0.07% | −60−1.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 3,364 | $601.0K | 0.01% | −1,159−25.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,354 | $600.0K | 0.09% | 00.0% | Unchanged |
| Advisor Resource Council | 3,352 | $600.0K | 0.06% | +2,231+199.0% | Added |
| Fukoku Mutual Life Insurance Co | 3,350 | $599.0K | 0.05% | −310−8.5% | Reduced |
| First Heartland Consultants, Inc. | 3,356 | $599.0K | 0.09% | +263+8.5% | Added |
| Lion Street Advisors, LLC | 2,929 | $599.0K | 0.31% | +3+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 3,342 | $597.0K | 0.41% | −108−3.1% | Reduced |
| Morris Retirement Advisors, LLC | 3,335 | $596.0K | 0.52% | −225−6.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,336 | $596.0K | 0.07% | +540+19.3% | Added |
| Rehmann Capital Advisory Group | 3,331 | $595.5K | 0.07% | −371−10.0% | Reduced |
| Washington Trust Advisors, Inc. | 3,332 | $595.0K | 0.05% | −41−1.2% | Reduced |
| Ballast, Inc. | 3,333 | $595.0K | 0.28% | +453+15.7% | Added |
| Woodstock Corp | 3,325 | $594.0K | 0.08% | −150−4.3% | Reduced |
| Sawgrass Asset Management LLC | 3,325 | $594.0K | 0.08% | −20−0.6% | Reduced |
| 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 |
| 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 |
| 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 |
| Archer Investment Corp | 3,269 | $584.3K | 0.24% | +101+3.2% | Added |
| Arete Wealth Advisors, LLC | 3,260 | $583.0K | 0.06% | +205+6.7% | Added |
| Zhang Financial LLC | 3,254 | $582.0K | 0.09% | +604+22.8% | Added |
| CNB Bank | 3,248 | $581.0K | 0.38% | 00.0% | Unchanged |
| 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 |
| Mission Wealth Management, LP | 3,239 | $579.0K | 0.03% | −205−6.0% | Reduced |
| Security Financial Services, INC. | 3,227 | $577.0K | 0.18% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,222 | $576.0K | 0.26% | −2,344−42.1% | Reduced |
| Edgestream Partners, L.P. | 3,215 | $575.0K | 0.05% | −2,110−39.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,213 | $574.0K | 0.10% | −793−19.8% | Reduced |
| Atwood & Palmer Inc | 3,208 | $573.0K | 0.06% | −75−2.3% | 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 |
| Cardiff Park Advisors, LLC | 3,183 | $569.0K | 0.09% | −85−2.6% | Reduced |
| CCG Wealth Management, LLC | 3,176 | $568.0K | 0.32% | +55+1.8% | Added |
| Maryland Capital Management | 3,173 | $567.0K | 0.04% | +120+3.9% | Added |
| Pathway Financial Advisors LLC | 3,163 | $565.0K | 0.24% | 00.0% | Unchanged |