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 |
|---|---|---|---|---|---|
| Cadinha & Co LLC | 1,510 | $270.0K | 0.06% | +100+7.1% | Added |
| Patten Group, Inc. | 1,500 | $270.0K | 0.09% | +533+55.1% | Added |
| Burton Enright Welch | 1,506 | $269.2K | 0.16% | −40−2.6% | Reduced |
| Prosperity Consulting Group, LLC | 1,503 | $269.0K | 0.23% | +46+3.2% | Added |
| Rbo & Co LLC | 1,500 | $268.0K | 0.05% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,500 | $268.0K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,500 | $268.0K | 0.08% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,492 | $267.0K | 0.24% | +8+0.5% | Added |
| Fingerlakes Wealth Management, Inc. | 1,486 | $266.0K | 0.36% | −64−4.1% | Reduced |
| Highview Capital Management LLC | 1,490 | $266.0K | 0.20% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,488 | $266.0K | 0.25% | +296+24.8% | Added |
| Bell Bank | 1,480 | $265.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,480 | $265.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,480 | $265.0K | 0.04% | +28+1.9% | Added |
| Vigilare Wealth Management | 1,475 | $264.0K | 0.29% | −350−19.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,476 | $264.0K | 0.05% | −237−13.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,477 | $264.0K | 0.08% | +1+0.1% | Added |
| BCS Wealth Management | 1,476 | $264.0K | 0.12% | +1,476 | New |
| West Bancorporation Inc | 1,470 | $263.0K | 0.19% | −526−26.4% | Reduced |
| Waypoint Capital Advisors, LLC | 1,469 | $263.0K | 0.12% | −51−3.4% | Reduced |
| Richwood Investment Advisors, LLC | 1,471 | $263.0K | 0.27% | +100+7.3% | Added |
| Summit X, LLC | 1,476 | $262.0K | 0.08% | −56−3.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,468 | $262.0K | 0.02% | −57−3.7% | Reduced |
| ProVise Management Group, LLC | 1,465 | $262.0K | 0.03% | −6−0.4% | Reduced |
| BBR Partners, LLC | 1,464 | $262.0K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,464 | $262.0K | 0.04% | +75+5.4% | Added |
| Crescent Grove Advisors, LLC | 1,461 | $261.0K | 0.03% | −506−25.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,496 | $261.0K | 0.19% | +1+0.1% | Added |
| DRW Securities, LLC | 1,460 | $261.0K | 0.07% | +1,460 | New |
| KerberRose Wealth Management, LLC | 1,458 | $261.0K | 0.21% | +1,458 | New |
| Fortitude Advisory Group L.L.C. | 1,457 | $260.0K | 0.24% | −53−3.5% | Reduced |
| Strategic Equity Management | 1,452 | $260.0K | 0.13% | +7+0.5% | Added |
| Silicon Hills Wealth Management, LLC | 1,443 | $258.0K | 0.19% | −728−33.5% | Reduced |
| Forte Capital LLC | 1,444 | $258.0K | 0.04% | −475−24.8% | Reduced |
| Financial Partners Group, Inc | 1,442 | $258.0K | 0.06% | +1+0.1% | Added |
| FDx Advisors, Inc. | 1,432 | $256.0K | 0.01% | −265−15.6% | Reduced |
| Integrated Investment Consultants, LLC | 1,425 | $255.0K | 0.09% | −302−17.5% | Reduced |
| Everhart Financial Group, Inc. | 1,428 | $255.0K | 0.15% | +1,428 | New |
| Acima Private Wealth, LLC | 1,421 | $254.0K | 0.13% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,420 | $254.0K | 0.12% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,423 | $254.0K | 0.02% | +165+13.1% | Added |
| Sittner & Nelson, LLC | 1,421 | $254.0K | 0.17% | +296+26.3% | Added |
| Asset Management Corp | 1,415 | $253.0K | 0.19% | +5+0.4% | Added |
| Bank Hapoalim BM | 1,412 | $252.0K | 0.03% | −596−29.7% | Reduced |
| TFG Advisers LLC | 1,412 | $252.0K | 0.13% | −3−0.2% | Reduced |
| First National Corp | 1,410 | $252.0K | 0.07% | +7+0.5% | Added |
| Mengis Capital Management, Inc. | 1,412 | $252.0K | 0.06% | +415+41.6% | Added |
| Caxton Associates LP | 1,410 | $252.0K | 0.03% | +1,410 | New |
| First American Bank | 1,409 | $251.9K | 0.03% | −264−15.8% | Reduced |
| ERTS Wealth Advisors, LLC | 1,400 | $250.0K | 0.07% | −50−3.4% | Reduced |
| Monterey Private Wealth, Inc. | 1,399 | $250.0K | 0.14% | −5−0.4% | Reduced |
| New Jersey Better Educational Savings Trust | 1,400 | $250.0K | 0.79% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,400 | $250.0K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,398 | $250.0K | 0.10% | +8+0.6% | Added |
| Valley National Advisers Inc | 1,379 | $249.0K | 0.05% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,387 | $248.0K | 0.04% | 00.0% | Unchanged |
| Barr E S & Co | 1,385 | $248.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,386 | $248.0K | 0.18% | +270+24.2% | Added |
| Jag Capital Management, LLC | 1,387 | $248.0K | 0.03% | +387+38.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,374 | $246.0K | 0.05% | −372−21.3% | Reduced |
| Blankinship & Foster, LLC | 1,377 | $246.0K | 0.11% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,375 | $246.0K | 0.23% | +125+10.0% | Added |
| Exencial Wealth Advisors, LLC | 1,371 | $245.0K | 0.01% | +87+6.8% | Added |
| Enterprise Financial Services Corp | 1,364 | $244.0K | 0.05% | −40−2.8% | Reduced |
| Nadler Financial Group, Inc. | 1,365 | $244.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,353 | $243.0K | 0.06% | −25−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 1,360 | $243.0K | 0.14% | −7−0.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,362 | $243.0K | 0.09% | +10+0.7% | Added |
| SFMG, LLC | 1,356 | $242.0K | 0.03% | +6+0.4% | Added |
| Compass Financial Advisors LLC | 1,347 | $241.0K | 0.33% | +26+2.0% | Added |
| Eudaimonia Advisors LLC | 1,350 | $241.0K | 0.17% | +1,350 | New |
| YorkBridge Wealth Partners, LLC | 1,341 | $240.0K | 0.06% | −30−2.2% | Reduced |
| Winslow Asset Management Inc | 1,345 | $240.0K | 0.06% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,340 | $240.0K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,340 | $240.0K | 0.26% | +6+0.4% | Added |
| LVW Advisors, LLC | 1,343 | $240.0K | 0.05% | +1,343 | New |
| WestHill Financial Advisors, Inc. | 1,339 | $239.0K | 0.08% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,337 | $239.0K | 0.07% | +1,337 | New |
| Marotta Asset Management | 1,337 | $238.4K | 0.06% | −95−6.6% | Reduced |
| Zullo Investment Group, Inc. | 1,330 | $238.0K | 0.15% | −101−7.1% | Reduced |
| Bigelow Investment Advisors, LLC | 1,332 | $238.0K | 0.13% | +227+20.5% | Added |
| Bangor Savings Bank | 1,331 | $238.0K | 0.03% | +1,331 | New |
| Hall Laurie J Trustee | 1,330 | $237.0K | 0.11% | −25−1.8% | Reduced |
| Indie Asset Partners, LLC | 1,320 | $236.0K | 0.21% | −15−1.1% | Reduced |
| Monarch Capital Management Inc | 1,317 | $235.0K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,310 | $234.0K | 0.21% | +83+6.8% | Added |
| Thompson Davis & Co., Inc. | 1,300 | $232.0K | 0.38% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 1,300 | $232.0K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,294 | $232.0K | 0.03% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,295 | $231.0K | 0.11% | +13+1.0% | Added |
| Grimes & Company, Inc. | 1,291 | $231.0K | 0.01% | +117+10.0% | Added |
| Birchcreek Wealth Management, LLC | 1,291 | $231.0K | 0.21% | +1,291 | New |
| Means Investment Co., Inc. | 1,287 | $230.0K | 0.05% | +2+0.2% | Added |
| Herold Advisors, Inc. | 1,287 | $230.0K | 0.10% | +51+4.1% | Added |
| BSW Wealth Partners | 1,287 | $230.0K | 0.06% | +200+18.4% | Added |
| Susquehanna International Group Ltd. | 1,288 | $230.0K | 0.05% | +1,288 | New |
| Oliver Luxxe Assets LLC | 1,278 | $228.0K | 0.07% | +28+2.2% | Added |
| Canal Capital Management, LLC | 1,275 | $228.0K | 0.07% | +74+6.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,277 | $228.0K | 0.02% | +100+8.5% | Added |
| Relyea Zuckerberg Hanson LLC | 1,271 | $227.0K | 0.08% | −73−5.4% | Reduced |