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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 2,052 | $367.0K | 0.08% | −177−7.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,049 | $366.0K | 0.03% | +10.0% | Added |
| Applied Capital LLC | 2,043 | $365.0K | 0.25% | −1,178−36.6% | Reduced |
| Magnus Financial Group LLC | 2,041 | $365.0K | 0.07% | +10+0.5% | Added |
| Fulton Breakefield Broenniman LLC | 2,041 | $365.0K | 0.03% | +68+3.4% | Added |
| Game Plan Financial Advisors, LLC | 2,045 | $364.0K | 0.29% | −50−2.4% | Reduced |
| First Affirmative Financial Network | 2,030 | $363.0K | 0.41% | −321−13.7% | Reduced |
| GHP Investment Advisors, Inc. | 2,032 | $363.0K | 0.03% | −31−1.5% | Reduced |
| Pacitti Group Inc. | 2,027 | $362.0K | 0.28% | +2+0.1% | Added |
| SevenOneSeven Capital Management | 2,019 | $361.0K | 0.84% | +11+0.5% | Added |
| Burns J W & Co Inc | 2,015 | $360.0K | 0.07% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,014 | $360.0K | 0.07% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,015 | $360.0K | 0.17% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,012 | $360.0K | 0.01% | +127+6.7% | Added |
| Greenwich Wealth Management LLC | 2,006 | $359.0K | 0.05% | −110−5.2% | Reduced |
| Woodmont Investment Counsel LLC | 2,009 | $359.0K | 0.04% | −36−1.8% | Reduced |
| Avestar Capital, LLC | 2,011 | $359.0K | 0.10% | +191+10.5% | Added |
| Quattro Financial Advisors LLC | 2,000 | $358.0K | 0.12% | −3,000−60.0% | Reduced |
| Cito Capital Group, LLC | 2,000 | $358.0K | 0.20% | −1,000−33.3% | Reduced |
| First Community Trust NA | 2,000 | $358.0K | 0.42% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 2,000 | $358.0K | 0.08% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,000 | $358.0K | 0.17% | 00.0% | Unchanged |
| Quaero Capital S.A. | 2,000 | $358.0K | 0.29% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,995 | $357.0K | 0.10% | −226−10.2% | Reduced |
| Marks Group Wealth Management, Inc | 1,995 | $357.0K | 0.05% | +51+2.6% | Added |
| Quadrant Private Wealth Management, LLC | 1,990 | $356.0K | 0.15% | −700−26.0% | Reduced |
| BlueSky Wealth Advisors, LLC | 1,990 | $356.0K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,987 | $356.0K | 0.03% | +100+5.3% | Added |
| Point72 Hong Kong Ltd | 1,990 | $356.0K | 0.02% | +920+86.0% | Added |
| Verus Capital Partners, LLC | 1,979 | $355.0K | 0.07% | −212−9.7% | Reduced |
| Summit Financial, LLC | 1,979 | $353.8K | 0.03% | −221−10.0% | Reduced |
| DuPont Capital Management Corp | 1,967 | $352.0K | 0.02% | −1,844−48.4% | Reduced |
| Blueprint Investment Partners LLC | 1,970 | $352.0K | 0.09% | −27−1.4% | Reduced |
| Gradient Capital Advisors, LLC | 1,972 | $352.0K | 0.17% | +1+0.1% | Added |
| Boston Financial Mangement LLC | 1,965 | $351.0K | 0.02% | −940−32.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,772 | $351.0K | 0.35% | −720−28.9% | Reduced |
| Clarus Wealth Advisors | 2,006 | $351.0K | 0.25% | +88+4.6% | Added |
| Trustco Bank Corp N Y | 1,953 | $350.0K | 0.38% | −60−3.0% | Reduced |
| First Commonwealth Financial Corp | 1,957 | $350.0K | 0.13% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,960 | $350.0K | 0.28% | +110+5.9% | Added |
| Brightworth | 1,947 | $348.0K | 0.04% | +119+6.5% | Added |
| Appleton Partners Inc | 1,941 | $347.0K | 0.03% | −5−0.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,940 | $346.0K | 0.19% | −52−2.6% | Reduced |
| Barnett & Company, Inc. | 1,925 | $344.0K | 0.28% | −100−4.9% | Reduced |
| Highland Private Wealth Management | 1,918 | $343.0K | 0.05% | +24+1.3% | Added |
| Peregrine Asset Advisers, Inc. | 1,908 | $341.0K | 0.25% | −1,012−34.7% | Reduced |
| FAI Wealth Management | 1,910 | $341.0K | 0.31% | −55−2.8% | Reduced |
| GYL Financial Synergies, LLC | 1,908 | $341.0K | 0.09% | +219+13.0% | Added |
| Winthrop Advisory Group LLC | 1,905 | $340.0K | 0.08% | +877+85.3% | Added |
| Jeppson Wealth Management, LLC | 1,901 | $340.0K | 0.15% | +1,901 | New |
| MSH Capital Advisors LLC | 1,900 | $339.6K | 0.16% | +1+0.1% | Added |
| Trust Co of Virginia | 1,893 | $339.0K | 0.04% | +151+8.7% | Added |
| Bayesian Capital Management, LP | 1,897 | $339.0K | 0.06% | +1,897 | New |
| Valmark Advisers, Inc. | 1,892 | $338.0K | 0.01% | +829+78.0% | Added |
| Vise Technologies, Inc. | 1,888 | $337.0K | 0.13% | +17+0.9% | Added |
| Stokes Family Office, LLC | 1,887 | $337.0K | 0.05% | +145+8.3% | Added |
| Eads & Heald Wealth Management | 1,879 | $336.0K | 0.18% | −35−1.8% | Reduced |
| REDW Wealth LLC | 1,878 | $336.0K | 0.12% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,870 | $334.0K | 0.19% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,866 | $334.0K | 0.04% | +111+6.3% | Added |
| Landmark Financial Advisors, LLC | 1,871 | $334.0K | 0.16% | +70+3.9% | Added |
| Evermay Wealth Management LLC | 1,865 | $333.0K | 0.06% | −70−3.6% | Reduced |
| Corton Capital Inc. | 1,860 | $332.0K | 0.31% | −635−25.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,859 | $332.0K | 0.04% | +22+1.2% | Added |
| Archford Capital Strategies, LLC | 1,849 | $331.0K | 0.08% | +32+1.8% | Added |
| Boston Common Asset Management, LLC | 1,850 | $331.0K | 0.02% | +153+9.0% | Added |
| Meadow Creek Wealth Advisors LLC | 1,845 | $330.0K | 0.41% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,841 | $329.0K | 0.30% | −3,605−66.2% | Reduced |
| North Point Portfolio Managers Corp | 1,838 | $329.0K | 0.06% | 00.0% | Unchanged |
| David Loasby | 1,824 | $329.0K | 0.05% | −11−0.6% | Reduced |
| Peoples Financial Services Corp. | 1,837 | $328.0K | 0.16% | +448+32.3% | Added |
| Wells Trecaso Financial Group, LLC | 1,830 | $327.0K | 0.17% | +50+2.8% | Added |
| Warther Private Wealth, LLC | 1,829 | $326.0K | 0.24% | −443−19.5% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 1,825 | $326.0K | 0.10% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,818 | $325.0K | 0.13% | +17+0.9% | Added |
| Novare Capital Management LLC | 1,816 | $325.0K | 0.04% | +24+1.3% | Added |
| Asset Allocation & Management Company, LLC | 1,811 | $324.0K | 0.14% | −2,716−60.0% | Reduced |
| Horst & Graben Wealth Management LLC | 1,812 | $324.0K | 0.09% | +10+0.6% | Added |
| Colonial River Wealth Management, LLC | 1,805 | $323.0K | 0.21% | −194−9.7% | Reduced |
| MBA Advisors LLC | 1,805 | $323.0K | 0.22% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,809 | $323.0K | 0.17% | +10+0.6% | Added |
| BFT Financial Group, LLC | 1,801 | $322.0K | 0.09% | −214−10.6% | Reduced |
| Baker Boyer National Bank | 1,801 | $322.0K | 0.16% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,797 | $321.0K | 0.02% | +188+11.7% | Added |
| Oak Thistle LLC | 1,795 | $321.0K | 0.62% | +1,795 | New |
| Stewart & Patten Co LLC | 1,791 | $320.0K | 0.06% | −100−5.3% | Reduced |
| QVR LLC | 1,788 | $320.0K | 0.25% | +1,788 | New |
| Swarthmore Group Inc | 1,784 | $319.0K | 0.13% | −25,208−93.4% | Reduced |
| TrinityPoint Wealth, LLC | 1,783 | $319.0K | 0.07% | −493−21.7% | Reduced |
| Advisory Resource Group | 1,786 | $319.0K | 0.10% | −37−2.0% | Reduced |
| Benchmark Wealth Management, LLC | 1,777 | $318.0K | 0.23% | +1+0.1% | Added |
| Sanders Morris Harris LLC | 1,775 | $318.0K | 0.07% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,771 | $317.0K | 0.23% | −253−12.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,771 | $316.0K | 0.12% | +2+0.1% | Added |
| Kaydan Wealth Management, Inc. | 1,761 | $314.8K | 0.18% | −25−1.4% | Reduced |
| Private Portfolio Partners LLC | 1,753 | $313.4K | 0.09% | −254−12.7% | Reduced |
| Grove Bank & Trust | 1,752 | $313.0K | 0.07% | −53−2.9% | Reduced |
| Gamco Investors, Inc. Et Al | 1,746 | $312.0K | 0.00% | −1,207−40.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,745 | $312.0K | 0.02% | +67+4.0% | Added |
| YHB Investment Advisors, Inc. | 1,739 | $311.0K | 0.03% | −199−10.3% | Reduced |