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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 734 | $131.0K | 0.00% | −275−27.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 724 | $129.0K | 0.02% | +724 | New |
| Accel Wealth Management | 737 | $128.0K | 0.07% | +3+0.4% | Added |
| Ulland Investment Advisors, LLC | 715 | $128.0K | 0.13% | 00.0% | Unchanged |
| TSFG, LLC | 715 | $128.0K | 0.06% | +5+0.7% | Added |
| Pacifica Partners Inc. | 665 | $127.0K | 0.09% | −50−7.0% | Reduced |
| Sound Income Strategies, LLC | 688 | $123.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 681 | $121.4K | 0.07% | +220+47.7% | Added |
| Capital Analysts, LLC | 673 | $121.0K | 0.01% | +227+50.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 670 | $120.0K | 0.04% | −70−9.5% | Reduced |
| Endurance Wealth Management, Inc. | 660 | $118.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 654 | $117.0K | 0.05% | +4+0.6% | Added |
| McIlrath & Eck, LLC | 651 | $116.0K | 0.04% | +290+80.3% | Added |
| SRS Capital Advisors, Inc. | 627 | $112.0K | 0.02% | −6−0.9% | Reduced |
| Key Financial Inc | 625 | $111.0K | 0.06% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 599 | $107.0K | 0.08% | 00.0% | Unchanged |
| West Branch Capital LLC | 595 | $106.0K | 0.06% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 574 | $103.0K | 0.10% | +1+0.2% | Added |
| Laurel Wealth Advisors LLC | 570 | $102.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 557 | $100.0K | 0.02% | −103−15.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 547 | $98.0K | 0.04% | −22−3.9% | Reduced |
| Piscataqua Savings Bank | 551 | $98.0K | 0.09% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 532 | $95.0K | 0.02% | −689−56.4% | Reduced |
| Van Eck Associates Corp | 530 | $95.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 512 | $92.0K | 0.03% | +7+1.4% | Added |
| Emfo, LLC | 510 | $91.0K | 0.09% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 506 | $90.5K | 0.04% | +506 | New |
| DB Wealth Management Group, LLC | 506 | $90.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $89.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 501 | $89.0K | 0.09% | +179+55.6% | Added |
| Beaird Harris Wealth Management, LLC | 500 | $89.0K | 0.02% | +335+203.0% | Added |
| BerganKDV Wealth Management, LLC | 493 | $88.0K | 0.01% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 490 | $88.0K | 0.04% | +150+44.1% | Added |
| WFA of San Diego, LLC | 492 | $88.0K | 0.08% | +492 | New |
| Johnson Midwest Financial, LLC | 480 | $86.0K | 0.12% | +2+0.4% | Added |
| Bank of New Hampshire | 478 | $85.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 477 | $85.0K | 0.04% | +443+1,302.9% | Added |
| AllSquare Wealth Management LLC | 448 | $80.0K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 448 | $80.0K | 0.04% | −2−0.4% | Reduced |
| Rock Creek Group, LP | 430 | $77.0K | 0.01% | −78−15.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 425 | $76.0K | 0.06% | +50+13.3% | Added |
| Sage Private Wealth Group, LLC | 400 | $72.0K | 0.10% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 400 | $72.0K | 0.10% | +400 | New |
| Crewe Advisors LLC | 386 | $69.0K | 0.02% | +255+194.7% | Added |
| Wagner Wealth Management, LLC | 386 | $69.0K | 0.05% | +386 | New |
| HighMark Wealth Management LLC | 378 | $68.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 382 | $68.0K | 0.04% | +382 | New |
| Close Asset Management Ltd | 371 | $66.0K | 0.00% | +188+102.7% | Added |
| Brown, Lisle/Cummings, Inc. | 365 | $65.2K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 353 | $63.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 350 | $62.6K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 345 | $62.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 347 | $62.0K | 0.01% | +24+7.4% | Added |
| Ellevest, Inc. | 348 | $62.0K | 0.01% | +95+37.5% | Added |
| ACG Wealth | 348 | $62.0K | 0.01% | +348 | New |
| Heritage Wealth Management, LLC | 346 | $61.9K | 0.02% | −9−2.5% | Reduced |
| Column Capital Advisors, LLC | 343 | $61.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 334 | $60.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 300 | $60.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 332 | $59.0K | 0.02% | −104−23.9% | Reduced |
| O'Dell Group, LLC | 314 | $56.0K | 0.02% | 00.0% | Unchanged |
| Motco | 308 | $55.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $54.0K | 0.02% | −3−1.0% | Reduced |
| Estate Counselors, LLC | 303 | $54.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 300 | $53.6K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 294 | $53.0K | 0.01% | −219−42.7% | Reduced |
| Aspire Private Capital, LLC | 291 | $52.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 286 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 277 | $50.0K | 0.02% | +277 | New |
| GW&K Investment Management, LLC | 274 | $49.0K | 0.00% | +39+16.6% | Added |
| Surevest, LLC | 274 | $49.0K | 0.01% | +74+37.0% | Added |
| Monolith Advisors | 269 | $48.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 271 | $48.0K | 0.01% | +25+10.2% | Added |
| Coastal Capital Group, Inc. | 256 | $46.0K | 0.01% | −51−16.6% | Reduced |
| Professional Financial Advisors, LLC | 257 | $46.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 250 | $45.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 250 | $45.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 245 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 245 | $44.0K | 0.03% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 250 | $44.0K | 0.02% | +250 | New |
| Core Alternative Capital | 238 | $43.0K | 0.01% | +43+22.1% | Added |
| Pin Oak Investment Advisors Inc | 232 | $41.0K | 0.05% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 226 | $40.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 223 | $40.0K | 0.02% | +223 | New |
| Bray Capital Advisors | 218 | $39.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 220 | $39.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 218 | $39.0K | 0.00% | +1+0.5% | Added |
| Canton Hathaway, LLC | 217 | $39.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 216 | $39.0K | 0.01% | +73+51.0% | Added |
| Twin Lakes Capital Management, LLC | 830 | $39.0K | 0.03% | +730+730.0% | Added |
| West Paces Advisors Inc. | 218 | $39.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 212 | $38.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 209 | $37.0K | 0.01% | +209 | New |
| Financial Enhancement Group LLC | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 188 | $34.0K | 0.01% | −3−1.6% | Reduced |
| AlphaMark Advisors, LLC | 187 | $33.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 186 | $33.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 182 | $33.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 187 | $33.0K | 0.02% | +187 | New |
| Strategic Asset Management, LLC | 177 | $32.0K | 0.05% | −25−12.4% | Reduced |