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; 4,069 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 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 319,473 | $57.1M | 0.24% | −3,340−1.0% | Reduced |
| Victory Capital Management Inc | 319,285 | $57.1M | 0.07% | −29,441−8.4% | Reduced |
| Huntington National Bank | 313,867 | $56.1M | 0.60% | +11,294+3.7% | Added |
| Mn Services Vermogensbeheer B.V. | 313,728 | $56.1M | 0.52% | −76,800−19.7% | Reduced |
| State of New Jersey Common Pension Fund D | 313,480 | $56.0M | 0.21% | −5,441−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 304,450 | $54.4M | 0.12% | −3,490−1.1% | Reduced |
| Susquehanna International Group, LLP | 303,290 | $54.2M | 0.11% | −22,841−7.0% | Reduced |
| Asset Management One Co.,Ltd. | 296,207 | $52.9M | 0.25% | −1,040−0.3% | Reduced |
| Nordea Investment Management AB | 298,043 | $52.8M | 0.08% | −10,609−3.4% | Reduced |
| Swedbank AB | 289,431 | $51.7M | 0.12% | −1,693−0.6% | Reduced |
| State of Tennessee, Treasury Department | 287,617 | $51.4M | 0.24% | −84,656−22.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 287,500 | $51.4M | 0.73% | 00.0% | Unchanged |
| Millennium Management LLC | 287,462 | $51.4M | 0.07% | +221,017+332.6% | Added |
| Toronto Dominion Bank | 281,236 | $50.3M | 0.09% | −45,129−13.8% | Reduced |
| Janney Montgomery Scott LLC | 265,698 | $49.4M | 0.22% | −4,561−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 268,094 | $47.9M | 0.11% | −31,025−10.4% | Reduced |
| Pictet Asset Management SA | 260,547 | $46.6M | 0.06% | −8,148−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 260,252 | $46.5M | 0.08% | +15,579+6.4% | Added |
| Fort Washington Investment Advisors Inc | 259,569 | $46.4M | 0.36% | −24,310−8.6% | Reduced |
| Voya Investment Management LLC | 252,688 | $45.2M | 0.11% | −8,027−3.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 247,989 | $44.3M | 2.94% | −48,944−16.5% | Reduced |
| Storebrand Asset Management AS | 245,212 | $43.8M | 0.25% | +1,387+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 240,994 | $43.1M | 0.25% | +28,426+13.4% | Added |
| Tocqueville Asset Management L.P. | 237,085 | $42.4M | 0.78% | +1,080+0.5% | Added |
| Treasurer of the State of North Carolina | 236,020 | $42.2M | 0.27% | −2,346−1.0% | Reduced |
| Bridgewater Associates, LP | 235,722 | $42.1M | 0.18% | +60,535+34.6% | Added |
| Vontobel Holding Ltd. | 226,684 | $41.6M | 0.45% | −5,957−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 232,600 | $41.6M | 0.09% | −71,161−23.4% | Reduced |
| Factory Mutual Insurance Co | 225,200 | $40.3M | 0.66% | −25,600−10.2% | Reduced |
| Bluestein R H & Co | 221,168 | $39.5M | 2.43% | −819−0.4% | Reduced |
| Canada Pension Plan Investment Board | 219,389 | $39.2M | 0.07% | −28,000−11.3% | Reduced |
| Truist Financial Corp | 214,802 | $38.4M | 0.07% | −16,979−7.3% | Reduced |
| AQR Capital Management LLC | 215,352 | $38.2M | 0.09% | −68,078−24.0% | Reduced |
| Gateway Investment Advisers LLC | 211,308 | $37.8M | 0.43% | +310+0.1% | Added |
| M&T Bank Corp | 226,913 | $37.4M | 0.18% | +16,548+7.9% | Added |
| AMF Pensionsforsakring AB | 207,069 | $37.1M | 0.36% | −152,318−42.4% | Reduced |
| Allianz Asset Management GmbH | 207,228 | $37.0M | 0.04% | −69,507−25.1% | Reduced |
| Calamos Advisors LLC | 206,911 | $37.0M | 0.17% | +5,540+2.8% | Added |
| Conning Inc. | 206,239 | $36.8M | 1.10% | −28,389−12.1% | Reduced |
| Chiron Investment Management, LLC | 204,331 | $36.5M | 6.13% | +18,708+10.1% | Added |
| Intech Investment Management LLC | 201,152 | $36.0M | 0.21% | +201,152 | New |
| Cambridge Investment Research Advisors, Inc. | 200,834 | $35.9M | 0.19% | −6,944−3.3% | Reduced |
| Royal London Asset Management Ltd | 200,561 | $35.9M | 0.17% | +5,045+2.6% | Added |
| Bollard Group LLC | 196,560 | $35.1M | 1.42% | +3,483+1.8% | Added |
| Franklin Resources Inc | 192,198 | $34.4M | 0.02% | −8,744−4.4% | Reduced |
| Country Trust Bank | 191,135 | $34.2M | 1.08% | +2,811+1.5% | Added |
| Rockefeller Capital Management L.P. | 189,519 | $33.9M | 0.18% | +10,726+6.0% | Added |
| Financial Counselors Inc | 189,312 | $33.8M | 0.79% | +2,914+1.6% | Added |
| Standard Life Aberdeen plc | 186,840 | $33.7M | 0.11% | +9,188+5.2% | Added |
| AXA S.A. | 194,279 | $33.5M | 0.12% | +2,077+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 186,221 | $33.3M | 0.50% | +44,819+31.7% | Added |
| Nisa Investment Advisors, LLC | 181,493 | $32.4M | 0.28% | +4,064+2.3% | Added |
| Bank of Nova Scotia | 179,515 | $32.1M | 0.08% | −48,227−21.2% | Reduced |
| American International Group, Inc. | 171,605 | $30.7M | 0.21% | −6,316−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 168,009 | $30.0M | 0.16% | +2,906+1.8% | Added |
| Blair William & Co | 167,044 | $29.9M | 0.13% | −13,032−7.2% | Reduced |
| Heritage Investors Management Corp | 164,632 | $29.4M | 1.38% | +140.0% | Added |
| Umb Bank N A | 163,090 | $29.2M | 0.45% | +2,218+1.4% | Added |
| MetLife Investment Management | 162,732 | $29.1M | 0.23% | −5,349−3.2% | Reduced |
| Jane Street Group, LLC | 161,814 | $28.9M | 0.06% | −4,419−2.7% | Reduced |
| Russell Investments Group, Ltd. | 157,844 | $28.5M | 0.06% | +13,797+9.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 158,937 | $28.4M | 0.68% | +16,465+11.6% | Added |
| Hyman Charles D | 158,607 | $28.4M | 2.06% | −679−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 158,511 | $28.3M | 0.09% | −3,677−2.3% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 156,831 | $28.0M | 4.03% | −4,499−2.8% | Reduced |
| Glenview Trust Co | 156,767 | $28.0M | 1.03% | +5,666+3.7% | Added |
| InterOcean Capital Group, LLC | 156,313 | $27.9M | 1.14% | +31,115+24.9% | Added |
| Arrowstreet Capital, Limited Partnership | 153,486 | $27.4M | 0.04% | +153,486 | New |
| Keybank National Association | 153,104 | $27.4M | 0.13% | −1,559−1.0% | Reduced |
| Commerce Bank | 152,689 | $27.3M | 0.22% | −582−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 150,622 | $26.9M | 0.35% | −64,588−30.0% | Reduced |
| Voloridge Investment Management, LLC | 150,564 | $26.9M | 0.14% | +124,741+483.1% | Added |
| Twinbeech Capital LP | 150,434 | $26.9M | 1.20% | +150,434 | New |
| Man Group plc | – | $26.6M | 0.11% | – | – |
| Creative Planning | 148,201 | $26.5M | 0.04% | +4,488+3.1% | Added |
| Arizona State Retirement System | 147,019 | $26.3M | 0.26% | −1,415−1.0% | Reduced |
| Manning & Napier Group, LLC | 146,714 | $26.2M | 0.30% | −30,029−17.0% | Reduced |
| Willis Investment Counsel | 145,410 | $26.0M | 1.59% | −248−0.2% | Reduced |
| State of Michigan Retirement System | 143,872 | $25.7M | 0.18% | +7,400+5.4% | Added |
| Meyer Handelman Co | 141,816 | $25.4M | 1.09% | −400−0.3% | Reduced |
| Amalgamated Bank | 140,997 | $25.2M | 0.23% | −1,187−0.8% | Reduced |
| Abeille Asset Management SA | 140,351 | $25.1M | 0.89% | −46,211−24.8% | Reduced |
| DnB Asset Management AS | 138,213 | $24.7M | 0.17% | −2,638−1.9% | Reduced |
| Vantage Investment Partners, LLC | 136,500 | $24.4M | 1.95% | 00.0% | Unchanged |
| National Bank of Canada | 134,583 | $24.2M | 0.13% | +315+0.2% | Added |
| Mariner, LLC | 134,949 | $24.1M | 0.10% | +32,376+31.6% | Added |
| Aviva PLC | 133,523 | $23.9M | 0.13% | −9,840−6.9% | Reduced |
| M&G Investment Management Ltd | 132,280 | $23.7M | 0.17% | −452−0.3% | Reduced |
| Foundry Partners, LLC | 132,332 | $23.7M | 1.42% | −3,000−2.2% | Reduced |
| USS Investment Management Ltd | 127,332 | $22.8M | 0.24% | −8,657−6.4% | Reduced |
| Teacher Retirement System of Texas | 125,095 | $22.4M | 0.15% | −17,911−12.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 103,129 | $22.3M | 0.13% | −8,352−7.5% | Reduced |
| Cubist Systematic Strategies, LLC | 124,492 | $22.3M | 0.17% | +92,914+294.2% | Added |
| Gabelli Funds LLC | 124,265 | $22.2M | 0.17% | −4,000−3.1% | Reduced |
| United Services Automobile Association | 122,917 | $22.0M | 0.57% | −21,195−14.7% | Reduced |
| Rathbone Brothers plc | 121,896 | $21.8M | 0.25% | +9,894+8.8% | Added |
| Janus Henderson Group PLC | 121,463 | $21.7M | 0.01% | −81,401−40.1% | Reduced |
| S&CO Inc | 120,342 | $21.5M | 1.81% | −6,522−5.1% | Reduced |
| Natixis Investment Managers International | 118,665 | $21.2M | 0.43% | −2,385−2.0% | Reduced |
| Yousif Capital Management, LLC | 118,648 | $21.2M | 0.28% | −2,266−1.9% | Reduced |