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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 3,146 | $563.0K | 0.52% | −38−1.2% | Reduced |
| 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 |
| Gray Wealth Management Inc. | 3,137 | $561.0K | 0.34% | 00.0% | Unchanged |
| 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 |
| Capstone Investment Advisors, LLC | 3,117 | $557.0K | 0.01% | −8,422−73.0% | Reduced |
| Wealth Effects LLC | 3,104 | $555.0K | 0.33% | +256+9.0% | 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 |
| Founders Financial Securities LLC | 3,086 | $552.0K | 0.11% | +396+14.7% | Added |
| Norway Savings Bank | 3,075 | $550.0K | 0.28% | +773+33.6% | 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 |
| Cornerstone Wealth Management, LLC | 3,065 | $548.0K | 0.06% | +570+22.8% | Added |
| 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 |
| Diligent Investors, LLC | 3,033 | $542.0K | 0.19% | −13−0.4% | Reduced |
| GeoWealth Management, LLC | 3,003 | $537.0K | 0.07% | −82−2.7% | Reduced |
| 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 |
| Kowal Investment Group, LLC | 2,989 | $534.0K | 0.17% | +910+43.8% | Added |
| CMG Global Holdings, LLC | 2,972 | $531.0K | 0.55% | −195−6.2% | Reduced |
| Somerville Kurt F | 2,965 | $530.0K | 0.10% | −200−6.3% | Reduced |
| 9258 Wealth Management, LLC | 2,953 | $528.0K | 0.14% | +277+10.4% | Added |
| 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 |
| Intercontinental Wealth Advisors, LLC | 2,936 | $525.0K | 0.14% | −677−18.7% | 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 |
| Mason Investment Advisory Services, Inc. | 2,920 | $522.0K | 0.05% | −8,918−75.3% | Reduced |
| 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 |
| 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 |
| Wedmont Private Capital | 2,885 | $516.0K | 0.11% | +434+17.7% | Added |
| Intrust Bank NA | 2,878 | $515.0K | 0.07% | −28−1.0% | Reduced |
| Tobam | 2,862 | $512.0K | 0.03% | +187+7.0% | Added |
| 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 |
| 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 |
| VeraBank, N.A. | 2,835 | $507.0K | 0.30% | 00.0% | Unchanged |
| 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 |
| 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 |
| Well Done, LLC | 2,810 | $502.0K | 0.11% | 00.0% | Unchanged |
| Peavine Capital, LLC | 2,800 | $501.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Landaas & Co | 2,751 | $492.0K | 0.30% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. Wealth Management LLC | 2,736 | $489.1K | 0.01% | +13+0.5% | Added |
| 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 |
| WCG Wealth Advisors LLC | 2,731 | $488.0K | 0.07% | +2,731 | New |
| Zeke Capital Advisors, LLC | 2,711 | $485.0K | 0.03% | −36−1.3% | Reduced |
| Rafferty Asset Management, LLC | 2,699 | $482.0K | 0.00% | −636−19.1% | Reduced |
| Northstar Group, Inc. | 2,681 | $480.0K | 0.14% | 00.0% | Unchanged |
| AF Advisors, Inc. | 2,680 | $479.0K | 0.30% | +820+44.1% | Added |
| 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 |
| 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 |
| 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 |
| Raleigh Capital Management Inc. | 2,644 | $473.0K | 0.27% | +255+10.7% | 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 |
| 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 |
| Pine Haven Investment Counsel, Inc | 2,622 | $469.0K | 0.55% | +18+0.7% | Added |
| Clearstead Advisors, LLC | 2,611 | $467.0K | 0.04% | −437−14.3% | Reduced |
| 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 |
| Security National Bank | 2,597 | $464.0K | 0.13% | 00.0% | Unchanged |
| Castleark Management LLC | 2,590 | $463.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,572 | $460.0K | 0.13% | +28+1.1% | 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 |
| W Advisors, LLC | 2,551 | $456.0K | 0.39% | +14+0.6% | Added |
| Carret Asset Management, LLC | 2,543 | $455.0K | 0.06% | −219−7.9% | Reduced |