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 |
|---|---|---|---|---|---|
| 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 |
| Reynders McVeigh Capital Management, LLC | 2,509 | $448.0K | 0.03% | −400−13.8% | 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 |
| WESPAC Advisors SoCal, LLC | 2,496 | $446.0K | 0.17% | −279−10.1% | Reduced |
| Claris Advisors, LLC | 2,479 | $443.0K | 0.48% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 2,472 | $442.0K | 0.44% | −463−15.8% | Reduced |
| 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 |
| First Citizens Financial Corp | 2,454 | $439.0K | 0.39% | 00.0% | Unchanged |
| MQS Management LLC | 2,442 | $437.0K | 0.30% | +223+10.0% | Added |
| Boothbay Fund Management, LLC | 2,441 | $436.0K | 0.02% | +2,441 | New |
| 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 |
| Hexagon Capital Partners LLC | 2,416 | $432.0K | 0.13% | −103−4.1% | Reduced |
| 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 |
| Regent Investment Management LLC | 2,400 | $429.0K | 0.12% | 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 |
| Ocean Capital Management, LLC | 2,400 | $427.0K | 0.23% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,385 | $426.0K | 0.10% | 00.0% | Unchanged |
| Rollins Financial | 2,379 | $425.0K | 0.15% | −842−26.1% | Reduced |
| Wimmer Associates 1, LLC | 2,371 | $424.0K | 0.28% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,370 | $423.0K | 0.11% | −35−1.5% | 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 |
| Exane Derivatives | 2,354 | $420.7K | 0.24% | −1,283−35.3% | Reduced |
| Fort Sheridan Advisors LLC | 2,345 | $419.0K | 0.14% | 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 |
| 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 |
| 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 |
| Day & Ennis, LLC | 2,293 | $410.0K | 0.16% | −103−4.3% | Reduced |
| Summit Financial Strategies, Inc. | 2,284 | $408.0K | 0.10% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,273 | $406.0K | 0.06% | +187+9.0% | Added |
| 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 |
| Goepper Burkhardt LLC | 2,260 | $404.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| Childress Capital Advisors, LLC | 2,247 | $402.0K | 0.16% | +121+5.7% | Added |
| Fundamentun, LLC | 2,242 | $401.0K | 0.08% | −98−4.2% | Reduced |
| 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 |
| Marion Wealth Management | 2,233 | $399.0K | 0.21% | +469+26.6% | Added |
| Ridgecrest Wealth Partners, LLC | 2,227 | $398.0K | 0.29% | +100+4.7% | Added |
| Johnson Financial Group, Inc. | 2,212 | $396.0K | 0.03% | −13−0.6% | Reduced |
| 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 |
| 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 |
| Tolleson Wealth Management, Inc. | 2,200 | $393.0K | 0.11% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,184 | $391.0K | 0.10% | −11,084−83.5% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| First Financial Corp | 2,145 | $383.0K | 0.25% | 00.0% | Unchanged |
| Bensler, LLC | 2,137 | $382.1K | 0.09% | −91−4.1% | Reduced |
| 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 |
| Intersect Capital LLC | 2,133 | $381.0K | 0.12% | −94−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,124 | $380.0K | 0.11% | −1,989−48.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,116 | $378.0K | 0.16% | −176−7.7% | Reduced |
| Full Sail Capital, LLC | 2,116 | $378.0K | 0.04% | −46−2.1% | Reduced |
| Home Federal Bank of Tennessee | 2,109 | $377.0K | 0.15% | +100+5.0% | Added |
| Prestige Wealth Management Group LLC | 2,109 | $377.0K | 0.10% | +344+19.5% | Added |
| Bank of Nova Scotia Trust Co | 2,100 | $375.0K | 0.04% | −498−19.2% | Reduced |
| Financial Consulate, Inc | 2,100 | $375.0K | 0.18% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 2,100 | $375.0K | 0.08% | +400+23.5% | Added |
| GraniteShares Advisors LLC | 2,093 | $374.0K | 0.27% | +2,093 | New |
| Sterling Investment Advisors, Ltd. | 2,088 | $373.0K | 0.13% | +2+0.1% | Added |
| KLCM Advisors, Inc. | 2,081 | $372.0K | 0.08% | −755−26.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,082 | $372.0K | 0.04% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 2,081 | $372.0K | 0.16% | +2+0.1% | Added |
| Cooper/Haims Advisors, LLC | 2,077 | $371.0K | 0.24% | +118+6.0% | Added |
| Hunter Associates Investment Management LLC | 2,077 | $371.0K | 0.09% | +2,077 | New |
| Traverso Chambers Private Wealth Management, LLC | 2,070 | $370.0K | 0.12% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,072 | $370.0K | 0.00% | +2,072 | New |
| Beach Investment Counsel Inc | 2,066 | $369.0K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,064 | $369.0K | 0.24% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,062 | $369.0K | 0.04% | +67+3.4% | Added |
| Titus Wealth Management | 2,060 | $368.0K | 0.18% | +5+0.2% | Added |
| Wall Street Access Asset Management, LLC | 2,062 | $368.0K | 0.19% | +19+0.9% | Added |
| Quintet Private Bank (Europe) S.A. | 1,487 | $367.8K | 0.02% | +1,487 | New |
| CWM Advisors, LLC | 2,056 | $367.0K | 0.05% | −6,296−75.4% | Reduced |