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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 1,268 | $227.0K | 0.02% | +1,268 | New |
| Graves-Light Private Wealth Management, Inc. | 1,266 | $226.0K | 0.03% | +1+0.1% | Added |
| West Family Investments, Inc. | 1,265 | $226.0K | 0.09% | +159+14.4% | Added |
| Beaumont Financial Partners, LLC | 1,258 | $225.0K | 0.02% | +7+0.6% | Added |
| PFS Investments Inc. | 1,261 | $225.0K | 0.00% | +1,261 | New |
| Cornerstone Advisory, LLC | 1,255 | $224.0K | 0.05% | +3+0.2% | Added |
| Selective Wealth Management, Inc. | 1,250 | $223.0K | 0.08% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,250 | $223.0K | 0.06% | +54+4.5% | Added |
| Cordatus Wealth Management LLC | 1,235 | $221.0K | 0.10% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,239 | $221.0K | 0.03% | +169+15.8% | Added |
| Alerus Financial NA | 1,229 | $220.0K | 0.02% | −122−9.0% | Reduced |
| Sandy Cove Advisors, LLC | 1,233 | $220.0K | 0.20% | +1+0.1% | Added |
| Stelac Advisory Services LLC | 1,230 | $220.0K | 0.09% | +1,230 | New |
| Eclectic Associates Inc | 1,226 | $219.0K | 0.15% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,223 | $219.0K | 0.09% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,226 | $219.0K | 0.10% | +3+0.2% | Added |
| Chesley Taft & Associates LLC | 1,225 | $219.0K | 0.01% | +65+5.6% | Added |
| Chelsea Counsel Co | 1,217 | $218.0K | 0.11% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,215 | $217.0K | 0.11% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,215 | $217.0K | 0.11% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,020 | $215.0K | 0.11% | −5,000−83.1% | Reduced |
| Tectonic Advisors LLC | 1,202 | $215.0K | 0.04% | −69−5.4% | Reduced |
| Meridian Wealth Advisors, LLC | 1,202 | $215.0K | 0.06% | −10−0.8% | Reduced |
| Greenline Partners, LLC | 1,205 | $215.0K | 0.05% | 00.0% | Unchanged |
| Fca Corp | 1,200 | $215.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,200 | $215.0K | 0.18% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,193 | $214.0K | 0.05% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,198 | $214.0K | 0.02% | +2+0.2% | Added |
| First Nebraska Trust Co | 1,192 | $213.1K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,194 | $213.0K | 0.09% | +25+2.1% | Added |
| CJM Wealth Advisers, Ltd. | 1,191 | $212.9K | 0.15% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,191 | $212.8K | 0.22% | +26+2.2% | Added |
| CVA Family Office, LLC | 1,180 | $211.0K | 0.06% | −380−24.4% | Reduced |
| Pacific Global Investment Management CO | 1,183 | $211.0K | 0.05% | +10+0.9% | Added |
| Executive Wealth Management, LLC | 1,184 | $211.0K | 0.03% | +13+1.1% | Added |
| Beacon Financial Group | 1,137 | $210.0K | 0.03% | −82−6.7% | Reduced |
| Mount Vernon Associates Inc | 1,176 | $210.0K | 0.26% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,176 | $210.0K | 0.03% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,177 | $210.0K | 0.20% | +81+7.4% | Added |
| F3Logic, LLC | 1,170 | $209.0K | 0.04% | −3,251−73.5% | Reduced |
| C2C Wealth Management, LLC | 1,165 | $209.0K | 0.04% | −1,000−46.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,171 | $209.0K | 0.02% | +2+0.2% | Added |
| Legacy Wealth Planning, LLC | 1,168 | $209.0K | 0.30% | +115+10.9% | Added |
| GSB Wealth Management, LLC | 1,165 | $208.0K | 0.07% | +1+0.1% | Added |
| Royal Capital Wealth Management, LLC | 1,158 | $207.0K | 0.22% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,061 | $207.0K | 0.17% | +4+0.4% | Added |
| Baxter Bros Inc | 1,155 | $206.0K | 0.04% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 1,150 | $206.0K | 0.12% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,154 | $206.0K | 0.10% | +1,154 | New |
| Bank of Stockton | 1,140 | $204.0K | 0.08% | +150+15.2% | Added |
| Oakworth Capital, Inc. | 1,135 | $203.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,137 | $203.0K | 0.02% | +2+0.2% | Added |
| Westshore Wealth, LLC | 1,134 | $203.0K | 0.13% | +192+20.4% | Added |
| LFS Asset Management | 1,135 | $203.0K | 0.16% | +1,135 | New |
| NFP Retirement, Inc. | 1,135 | $202.8K | 0.05% | −20−1.7% | Reduced |
| Secure Asset Management, LLC | 1,133 | $202.0K | 0.11% | −28−2.4% | Reduced |
| Cheviot Value Management, LLC | 1,128 | $202.0K | 0.05% | −5−0.4% | Reduced |
| Minot Wealth Management LLC | 1,129 | $202.0K | 0.05% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,129 | $202.0K | 0.25% | +105+10.3% | Added |
| Parametrica Management Ltd | 1,127 | $202.0K | 0.22% | +1,127 | New |
| Sage Investment Advisers LLC | 1,122 | $201.0K | 0.31% | −193−14.7% | Reduced |
| Maxele Advisors, LLC | 1,122 | $200.6K | 0.31% | −63−5.3% | Reduced |
| Spring Capital Management, LLC | 1,120 | $200.0K | 0.18% | 00.0% | Unchanged |
| Riverview Trust Co | 1,116 | $199.0K | 0.17% | +49+4.6% | Added |
| Institutional & Family Asset Management, LLC | 1,095 | $196.0K | 0.03% | +6+0.6% | Added |
| Silvant Capital Management LLC | 1,076 | $192.0K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 1,053 | $188.0K | 0.03% | −24,510−95.9% | Reduced |
| Private Capital Group, LLC | 1,051 | $188.0K | 0.14% | −261−19.9% | Reduced |
| M&R Capital Management Inc | 1,004 | $179.0K | 0.05% | −1−0.1% | Reduced |
| Payden & Rygel | 1,000 | $179.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,000 | $179.0K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 1,000 | $179.0K | 0.17% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $179.0K | 0.15% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 985 | $176.0K | 0.15% | −134−12.0% | Reduced |
| Financial Perspectives, Inc | 980 | $175.2K | 0.10% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 974 | $174.0K | 0.00% | −240−19.8% | Reduced |
| Fieldpoint Private Securities, LLC | 939 | $168.0K | 0.05% | +110+13.3% | Added |
| Capital Directions Investment Advisors, LLC | 928 | $166.0K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 920 | $165.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 900 | $161.0K | 0.03% | −126−12.3% | Reduced |
| Ahrens Investment Partners LLC | 895 | $160.0K | 0.07% | +23+2.6% | Added |
| First National Bank of South Miami | 892 | $159.0K | 0.11% | +173+24.1% | Added |
| Independence Bank of Kentucky | 877 | $157.0K | 0.07% | +42+5.0% | Added |
| Elgethun Capital Management | 867 | $155.0K | 0.06% | +3+0.3% | Added |
| Orion Capital Management LLC | 869 | $155.0K | 0.12% | +500+135.5% | Added |
| Pacer Advisors, Inc. | 849 | $152.0K | 0.00% | −28,455−97.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 874 | $152.0K | 0.15% | −183−17.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 843 | $151.0K | 0.09% | −44−5.0% | Reduced |
| Evoke Wealth, LLC | 803 | $144.0K | 0.01% | −6−0.7% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $143.0K | 0.04% | +800 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 794 | $142.0K | 0.01% | −116−12.7% | Reduced |
| Eagle Bay Advisors LLC | 791 | $141.5K | 0.09% | +791 | New |
| Disciplined Investments, LLC | 786 | $141.0K | 0.06% | +9+1.2% | Added |
| Cohen & Steers, Inc. | 781 | $140.0K | 0.00% | −597−43.3% | Reduced |
| Covestor Ltd | 783 | $140.0K | 0.12% | −195−19.9% | Reduced |
| Larson Financial Group LLC | 785 | $140.0K | 0.02% | +2+0.3% | Added |
| Pinnacle Bancorp, Inc. | 769 | $137.0K | 0.06% | −50−6.1% | Reduced |
| Sageworth Trust Co | 750 | $134.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 750 | $134.0K | 0.15% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 637 | $132.0K | 0.03% | −770−54.7% | Reduced |