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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 1,732 | $310.0K | 0.05% | −447−20.5% | Reduced |
| Hutchinson Capital Management | 1,726 | $309.0K | 0.08% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,728 | $309.0K | 0.12% | +175+11.3% | Added |
| Davidson Investment Advisors | 1,725 | $308.0K | 0.03% | −65−3.6% | Reduced |
| WealthBridge Capital Management, LLC | 1,721 | $308.0K | 0.13% | 00.0% | Unchanged |
| Check Capital Management Inc | 1,717 | $307.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,716 | $306.7K | 0.25% | −735−30.0% | Reduced |
| BigSur Wealth Management LLC | 1,710 | $306.0K | 0.14% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,711 | $306.0K | 0.07% | +64+3.9% | Added |
| Glassman Wealth Services | 1,710 | $306.0K | 0.06% | +104+6.5% | Added |
| Waters Parkerson & Co., LLC | 1,713 | $306.0K | 0.02% | +418+32.3% | Added |
| American Research & Management Co. | 1,706 | $305.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,706 | $305.0K | 0.09% | +50+3.0% | Added |
| Benedict Financial Advisors Inc | 1,700 | $304.0K | 0.09% | −84−4.7% | Reduced |
| Thomas Story & Son LLC | 1,700 | $304.0K | 0.14% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,700 | $304.0K | 0.02% | +39+2.3% | Added |
| Planning Center, Inc. | 1,753 | $302.0K | 0.24% | +184+11.7% | Added |
| Summit Wealth Partners, LLC | 1,684 | $301.0K | 0.08% | −659−28.1% | Reduced |
| RMR Wealth Builders | 1,686 | $301.0K | 0.08% | −95−5.3% | Reduced |
| Wendell David Associates Inc | 1,682 | $301.0K | 0.04% | 00.0% | Unchanged |
| American Money Management, LLC | 1,686 | $301.0K | 0.09% | +3+0.2% | Added |
| WMG Financial Advisors, LLC | 1,676 | $300.0K | 0.26% | −59−3.4% | Reduced |
| Laidlaw Wealth Management LLC | 1,674 | $299.0K | 0.06% | −266−13.7% | Reduced |
| WealthShield Partners, LLC | 1,672 | $299.0K | 0.06% | −155−8.5% | Reduced |
| LifeSteps Financial, Inc. | 1,674 | $299.0K | 0.31% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 1,675 | $299.0K | 0.25% | +100+6.3% | Added |
| Ategra Capital Management, LLC | 1,672 | $299.0K | 0.16% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,667 | $298.0K | 0.14% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,668 | $298.0K | 0.10% | +24+1.5% | Added |
| First Farmers & Merchants Bank / Trust | 1,665 | $298.0K | 0.37% | +100+6.4% | Added |
| Altus Wealth Group LLC | 1,552 | $298.0K | 0.30% | −1−0.1% | Reduced |
| Atlas Private Wealth Management | 1,657 | $296.0K | 0.20% | +3+0.2% | Added |
| Intrua Financial, LLC | 1,648 | $295.0K | 0.06% | −266−13.9% | Reduced |
| Resurgent Financial Advisors LLC | 1,648 | $295.0K | 0.20% | +1,648 | New |
| Quantum Financial Advisors, LLC | 1,537 | $293.0K | 0.11% | +1,537 | New |
| Camden National Bank | 1,630 | $292.0K | 0.06% | +18+1.1% | Added |
| Krilogy Financial LLC | 1,631 | $292.0K | 0.03% | +21+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,636 | $292.0K | 0.00% | +113+7.4% | Added |
| N.E.W. Advisory Services LLC | 1,636 | $292.0K | 0.05% | +257+18.6% | Added |
| North Star Asset Management Inc | 1,630 | $291.0K | 0.02% | −75−4.4% | Reduced |
| Gould Asset Management LLC | 1,630 | $291.0K | 0.09% | −10−0.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,628 | $291.0K | 0.11% | +15+0.9% | Added |
| Future Financial Wealth Managment LLC | 1,308 | $291.0K | 0.28% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,303 | $291.0K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,466 | $291.0K | 0.02% | +132+9.9% | Added |
| Wealth Quarterback LLC | 1,629 | $291.0K | 0.23% | +1,629 | New |
| Fairfield, Bush & Co. | 1,620 | $290.0K | 0.17% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 1,622 | $290.0K | 0.31% | +9+0.6% | Added |
| Bender Robert & Associates | 1,617 | $289.0K | 0.11% | −55−3.3% | Reduced |
| BNC Wealth Management, LLC | 1,615 | $289.0K | 0.15% | +67+4.3% | Added |
| Pinnacle Financial Group, LLC | 1,609 | $288.0K | 0.25% | −209−11.5% | Reduced |
| Vishria Bird Financial Group, LLC | 1,606 | $287.0K | 0.19% | 00.0% | Unchanged |
| IMS Capital Management | 1,600 | $286.0K | 0.18% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,596 | $286.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,601 | $286.0K | 0.10% | +1+0.1% | Added |
| WESCAP Management Group, Inc. | 1,600 | $286.0K | 0.10% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $286.0K | 0.18% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,601 | $286.0K | 0.12% | +140+9.6% | Added |
| Wealth Alliance | 1,602 | $286.0K | 0.05% | +1,602 | New |
| Ironwood Investment Management LLC | 1,595 | $285.0K | 0.19% | −400−20.1% | Reduced |
| Mark Stevens | 1,597 | $285.0K | 0.04% | −144−8.3% | Reduced |
| BDO Wealth Advisors, LLC | 1,587 | $284.0K | 0.03% | −200−11.2% | Reduced |
| Affinity Capital Advisors, LLC | 1,588 | $284.0K | 0.10% | +4+0.3% | Added |
| Sanchez Wealth Management Group | 1,588 | $284.0K | 0.14% | +9+0.6% | Added |
| Tennessee Valley Asset Management Partners | 1,586 | $284.0K | 0.11% | +6+0.4% | Added |
| Empirical Asset Management, LLC | 1,591 | $284.0K | 0.30% | +688+76.2% | Added |
| Abacus Wealth Partners, LLC | 1,587 | $283.7K | 0.15% | −103−6.1% | Reduced |
| Plancorp, LLC | 1,586 | $283.0K | 0.02% | −7−0.4% | Reduced |
| Doyle Wealth Management | 1,585 | $283.0K | 0.02% | +24+1.5% | Added |
| Almanack Investment Partners, LLC. | 1,578 | $282.0K | 0.03% | −103−6.1% | Reduced |
| Cypress Capital Management LLC | 1,578 | $282.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,580 | $282.0K | 0.17% | +18+1.2% | Added |
| Tyler-Stone Wealth Management | 1,573 | $281.0K | 0.19% | +2+0.1% | Added |
| West Michigan Advisors, LLC | 2,042 | $281.0K | 0.24% | +978+91.9% | Added |
| Wealth Management Associates, Inc. | 1,569 | $280.4K | 0.19% | +1+0.1% | Added |
| Bremer Bank National Association | 1,567 | $280.0K | 0.05% | −50−3.1% | Reduced |
| Sanford Advisory Services, LLC | 1,569 | $280.0K | 0.08% | 00.0% | Unchanged |
| Ledyard National Bank | 1,567 | $280.0K | 0.03% | +120+8.3% | Added |
| Acas, LLC | 1,412 | $280.0K | 0.42% | +1+0.1% | Added |
| Charter Oak Capital Management, LLC | 1,560 | $279.0K | 0.04% | +3+0.2% | Added |
| PDS Planning, Inc | 1,562 | $279.0K | 0.05% | +99+6.8% | Added |
| L.M. Kohn & Company | 1,558 | $279.0K | 0.13% | +300+23.8% | Added |
| Operose Advisors LLC | 1,557 | $278.0K | 0.20% | +6+0.4% | Added |
| Soltis Investment Advisors LLC | 1,555 | $278.0K | 0.04% | +25+1.6% | Added |
| Schulhoff & Co Inc | 1,550 | $277.0K | 0.13% | −100−6.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,550 | $277.0K | 0.08% | +2+0.1% | Added |
| Atalanta Sosnoff Capital, LLC | 1,546 | $276.0K | 0.01% | −38−2.4% | Reduced |
| SAM Advisors, LLC | 1,540 | $276.0K | 0.14% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,540 | $276.0K | 0.09% | 00.0% | Unchanged |
| Destination Wealth Management | 1,542 | $276.0K | 0.01% | +275+21.7% | Added |
| Addison Capital Co | 1,538 | $275.0K | 0.16% | −160−9.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,541 | $275.0K | 0.07% | +2+0.1% | Added |
| Capital Square, LLC | 1,534 | $274.0K | 0.23% | −2,005−56.7% | Reduced |
| L2 Asset Management, LLC | 1,533 | $274.0K | 0.20% | +98+6.8% | Added |
| Summit Trail Advisors, LLC | 1,535 | $274.0K | 0.02% | +181+13.4% | Added |
| RKL Wealth Management LLC | 1,526 | $273.0K | 0.04% | +175+13.0% | Added |
| Beacon Financial Advisory LLC | 1,521 | $272.0K | 0.15% | −34−2.2% | Reduced |
| Jmac Enterprises LLC | 1,520 | $272.0K | 0.07% | +126+9.0% | Added |
| Smith Shellnut Wilson LLC | 1,513 | $270.0K | 0.17% | −67−4.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 1,510 | $270.0K | 0.19% | −40−2.6% | Reduced |