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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 20,161 | $3.96M | 0.89% | +3,493+21.0% | Added |
| Altrius Capital Management Inc | 22,053 | $3.94M | 1.28% | +22,053 | New |
| Brewin Dolphin Ltd | 21,966 | $3.93M | 0.19% | +885+4.2% | Added |
| Financial & Tax Architects, LLC | 21,868 | $3.91M | 1.48% | +2,063+10.4% | Added |
| Principle Wealth Partners LLC | 21,730 | $3.88M | 0.47% | +801+3.8% | Added |
| Ieq Capital, LLC | 21,508 | $3.85M | 0.12% | +15+0.1% | Added |
| Knuff & Co LLC | 21,505 | $3.84M | 1.73% | 00.0% | Unchanged |
| Columbia Asset Management | 21,436 | $3.83M | 0.98% | +21,436 | New |
| Advisor Partners LLC | 21,272 | $3.80M | 0.27% | +235+1.1% | Added |
| Highland Capital Management, LLC | 21,171 | $3.79M | 0.27% | −79−0.4% | Reduced |
| Shell Asset Management Co | 21,150 | $3.78M | 0.11% | −602−2.8% | Reduced |
| Searle & Co. | 21,064 | $3.77M | 1.48% | +1,500+7.7% | Added |
| Ronald Blue Trust, Inc. | 16,854 | $3.75M | 0.06% | +16,854 | New |
| Silverleafe Capital Partners, LLC | 20,953 | $3.75M | 2.24% | +2,566+14.0% | Added |
| Robbins Farley LLC | 20,917 | $3.74M | 3.90% | −1,147−5.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 20,900 | $3.74M | 0.01% | −2,800−11.8% | Reduced |
| JustInvest LLC | 20,821 | $3.72M | 0.17% | −1,213−5.5% | Reduced |
| Twin Capital Management Inc | 20,794 | $3.72M | 0.47% | +226+1.1% | Added |
| Merit Financial Group, LLC | 20,748 | $3.71M | 0.12% | +20,748 | New |
| TownSquare Capital, LLC | 20,709 | $3.70M | 0.11% | +421+2.1% | Added |
| Community Bank, N.A. | 20,673 | $3.69M | 0.53% | −130−0.6% | Reduced |
| Trinity Legacy Partners, LLC | 21,109 | $3.69M | 1.44% | −267−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 20,593 | $3.68M | 0.15% | +203+1.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 20,574 | $3.68M | 1.01% | +696+3.5% | Added |
| HRT Financial LP | 20,445 | $3.65M | 0.04% | −6,395−23.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,387 | $3.64M | 1.05% | +303+1.5% | Added |
| Northeast Investment Management | 20,225 | $3.62M | 0.23% | −751−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 20,206 | $3.61M | 0.07% | −7,953−28.2% | Reduced |
| Caldwell Trust Co | 20,206 | $3.61M | 0.50% | −258−1.3% | Reduced |
| Lyell Wealth Management, LP | 20,198 | $3.61M | 0.59% | +1,757+9.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.60M | 3.84% | 00.0% | Unchanged |
| Equitable Trust Co | 20,118 | $3.60M | 0.27% | +94+0.5% | Added |
| Fund Management at Engine No. 1 LLC | 20,119 | $3.60M | 0.95% | +15,540+339.4% | Added |
| Retirement Group, LLC | 20,084 | $3.59M | 1.49% | +61+0.3% | Added |
| Kiley Juergens Wealth Management, LLC | 20,060 | $3.58M | 1.70% | +4,440+28.4% | Added |
| Icon Advisers Inc | 20,025 | $3.58M | 0.83% | +12,500+166.1% | Added |
| Vestcor Inc | 20,004 | $3.58M | 0.13% | +4,706+30.8% | Added |
| Beech Hill Advisors, Inc. | 19,805 | $3.54M | 1.89% | −50−0.3% | Reduced |
| Bridge Creek Capital Management LLC | 19,776 | $3.54M | 1.44% | −1,350−6.4% | Reduced |
| Argyle Capital Management Inc. | 19,732 | $3.53M | 1.26% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 19,680 | $3.52M | 2.47% | −285−1.4% | Reduced |
| Ellsworth Advisors, LLC | 19,592 | $3.50M | 1.41% | +340+1.8% | Added |
| Lincoln National Corp | 19,536 | $3.49M | 0.08% | +786+4.2% | Added |
| Crestwood Advisors Group LLC | 19,409 | $3.47M | 0.12% | +34+0.2% | Added |
| Versor Investments LP | 19,325 | $3.46M | 0.13% | +11,900+160.3% | Added |
| Allstate Corp | 19,194 | $3.43M | 0.11% | +321+1.7% | Added |
| Gateway Advisory, LLC | 19,141 | $3.42M | 1.46% | −12−0.1% | Reduced |
| Ambassador Advisors, LLC | 19,112 | $3.42M | 0.77% | +508+2.7% | Added |
| Colonial Trust Advisors | 18,988 | $3.39M | 0.48% | −366−1.9% | Reduced |
| King Luther Capital Management Corp | 18,975 | $3.39M | 0.02% | +7,563+66.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 18,863 | $3.37M | 2.27% | −2,971−13.6% | Reduced |
| RBF Capital, LLC | 15,000 | $3.34M | 0.23% | 00.0% | Unchanged |
| Family Legacy, Inc. | 19,119 | $3.34M | 1.58% | +141+0.7% | Added |
| Ameritas Advisory Services, LLC | 18,664 | $3.34M | 0.19% | −77−0.4% | Reduced |
| Marketfield Asset Management LLC | 18,580 | $3.32M | 3.61% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 18,523 | $3.31M | 0.04% | +18,523 | New |
| Mathes Company, Inc. | 18,518 | $3.31M | 1.61% | −305−1.6% | Reduced |
| German American Bancorp, Inc. | 18,449 | $3.30M | 0.56% | −11,711−38.8% | Reduced |
| Physicians Financial Services, Inc. | 18,440 | $3.30M | 1.47% | +184+1.0% | Added |
| Compagnie Lombard Odier SCmA | 18,392 | $3.29M | 0.08% | −5,400−22.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,333 | $3.28M | 0.42% | −824−4.3% | Reduced |
| Stonebridge Capital Management Inc | 18,273 | $3.27M | 1.49% | −1,664−8.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,223 | $3.26M | 0.30% | +2,256+14.1% | Added |
| Buckingham Strategic Wealth, LLC | 18,210 | $3.25M | 0.06% | +10,006+122.0% | Added |
| ICA Group Wealth Management, LLC | 16,633 | $3.25M | 0.61% | −400−2.3% | Reduced |
| Global Retirement Partners, LLC | 18,161 | $3.25M | 0.26% | −1,037−5.4% | Reduced |
| Aries Wealth Management | 18,100 | $3.24M | 1.47% | +18,100 | New |
| Montgomery Investment Management Inc | 17,959 | $3.21M | 1.30% | −92−0.5% | Reduced |
| Putnam Investments LLC | 17,912 | $3.20M | 0.01% | −3,360−15.8% | Reduced |
| Terry L. Blaker | 17,875 | $3.19M | 0.32% | +88+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 17,808 | $3.18M | 1.27% | +30.0% | Added |
| Monetary Management Group Inc | 17,792 | $3.18M | 1.00% | −100−0.6% | Reduced |
| Avantax Planning Partners, Inc. | 17,695 | $3.16M | 0.14% | −347−1.9% | Reduced |
| Central Bank & Trust Co | 17,695 | $3.16M | 0.64% | +791+4.7% | Added |
| Siemens Fonds Invest GmbH | 17,617 | $3.15M | 0.33% | −251−1.4% | Reduced |
| Bank of the West | 17,575 | $3.14M | 0.40% | −478−2.6% | Reduced |
| FRG Family Wealth Advisors LLC | 17,525 | $3.13M | 0.72% | +135+0.8% | Added |
| Drexel Morgan & Co. | 17,522 | $3.13M | 0.86% | 00.0% | Unchanged |
| Viking Fund Management LLC | 17,500 | $3.13M | 0.72% | +5,000+40.0% | Added |
| Hodges Capital Management Inc. | 17,489 | $3.13M | 0.32% | +93+0.5% | Added |
| Ascent Wealth Partners, LLC | 17,424 | $3.12M | 0.70% | +17,424 | New |
| Loveless Wealth Management LLC | 17,320 | $3.10M | 2.03% | −160−0.9% | Reduced |
| Hayek Kallen Investment Management | 17,191 | $3.07M | 1.34% | −1,210−6.6% | Reduced |
| Summitry LLC | 17,165 | $3.07M | 0.22% | −1,749−9.2% | Reduced |
| Stillwater Investment Management, LLC | 17,164 | $3.07M | 0.91% | +72+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 17,060 | $3.05M | 0.05% | +720+4.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 17,041 | $3.05M | 1.19% | +985+6.1% | Added |
| Pendal Group Limited | 17,035 | $3.04M | 0.03% | +15,037+752.6% | Added |
| Advocate Group LLC | 17,013 | $3.04M | 0.71% | +17,013 | New |
| Burney Co | 16,914 | $3.02M | 0.16% | −954−5.3% | Reduced |
| Canandaigua National Corp | 16,808 | $3.00M | 0.53% | +130+0.8% | Added |
| Frontier Wealth Management LLC | 16,804 | $3.00M | 0.22% | +3,903+30.3% | Added |
| Abbrea Capital, LLC | 16,706 | $2.99M | 0.50% | −105−0.6% | Reduced |
| Mutual Advisors, LLC | 16,660 | $2.98M | 0.20% | −423−2.5% | Reduced |
| Freestone Capital Holdings, LLC | 16,648 | $2.98M | 0.11% | −3,260−16.4% | Reduced |
| Raymond James Trust N.A. | 16,631 | $2.97M | 0.11% | −817−4.7% | Reduced |
| Banque Pictet & Cie SA | 16,626 | $2.97M | 0.03% | −3,107−15.7% | Reduced |
| CWM, LLC | 16,567 | $2.96M | 0.02% | +1,430+9.4% | Added |
| Silvercrest Asset Management Group LLC | 16,487 | $2.95M | 0.02% | −26−0.2% | Reduced |
| FIL Ltd | 16,483 | $2.95M | 0.00% | +11,748+248.1% | Added |