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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 11,769 | $2.10M | 0.36% | −551−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 11,762 | $2.10M | 0.10% | −254−2.1% | Reduced |
| Sowell Financial Services LLC | 11,748 | $2.10M | 0.19% | +11,748 | New |
| Money Concepts Capital Corp | 11,678 | $2.08M | 0.18% | −2,131−15.4% | Reduced |
| Spirit of America Management Corp | 11,640 | $2.08M | 0.47% | +265+2.3% | Added |
| Trust Co of Vermont | 11,630 | $2.08M | 0.16% | +64+0.6% | Added |
| Providence Wealth Advisors, LLC | 12,207 | $2.07M | 1.49% | +562+4.8% | Added |
| Foster & Motley Inc | 11,524 | $2.06M | 0.18% | +75+0.7% | Added |
| Douglass Winthrop Advisors, LLC | 11,495 | $2.06M | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 11,484 | $2.05M | 0.14% | −9,744−45.9% | Reduced |
| Whitener Capital Management, Inc. | 11,485 | $2.05M | 0.93% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11,464 | $2.05M | 0.16% | +7,826+215.1% | Added |
| McMillion Capital Management Inc | 11,429 | $2.04M | 1.70% | −2,055−15.2% | Reduced |
| Costello Asset Management, INC | 11,428 | $2.04M | 1.77% | −1,161−9.2% | Reduced |
| MEMBERS Trust Co | 11,290 | $2.02M | 0.06% | −200−1.7% | Reduced |
| Jacobi Capital Management LLC | 11,253 | $2.01M | 0.27% | +120+1.1% | Added |
| Sumitomo Life Insurance Co | 11,101 | $1.98M | 0.06% | +219+2.0% | Added |
| Alpha Cubed Investments, LLC | 11,070 | $1.98M | 0.14% | −124−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 11,075 | $1.98M | 0.20% | −66−0.6% | Reduced |
| Empirical Finance, LLC | 11,049 | $1.98M | 0.25% | +587+5.6% | Added |
| MV Capital Management, Inc. | 11,029 | $1.97M | 0.34% | −73−0.7% | Reduced |
| Strategic Advisors LLC | 10,999 | $1.97M | 0.41% | +167+1.5% | Added |
| Boltwood Capital Management | 10,958 | $1.96M | 0.85% | −150−1.4% | Reduced |
| Beck Capital Management, LLC | 10,937 | $1.96M | 0.88% | −61−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 10,928 | $1.95M | 0.19% | +2,497+29.6% | Added |
| Liberty One Investment Management, LLC | 8,962 | $1.95M | 0.33% | −678−7.0% | Reduced |
| Mizuho Markets Cayman LP | 10,858 | $1.94M | 0.33% | +10,858 | New |
| Boyd Watterson Asset Management LLC | 10,827 | $1.94M | 0.83% | −26−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,789 | $1.93M | 0.43% | +735+7.3% | Added |
| V Wealth Advisors LLC | 10,768 | $1.93M | 0.36% | +495+4.8% | Added |
| Nicholas Hoffman & Company, LLC. | 10,744 | $1.92M | 0.09% | +1,163+12.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,714 | $1.92M | 0.74% | +17+0.2% | Added |
| Capital Investment Counsel, Inc | 10,645 | $1.90M | 0.47% | −213−2.0% | Reduced |
| Mystic Asset Management, Inc. | 10,640 | $1.90M | 1.16% | −220−2.0% | Reduced |
| Asset Management Group, Inc. | 10,630 | $1.90M | 0.46% | +50+0.5% | Added |
| Evercore Wealth Management, LLC | 10,590 | $1.89M | 0.04% | −1,187−10.1% | Reduced |
| Aquatic Capital Management LLC | 10,500 | $1.88M | 0.61% | +10,500 | New |
| Anchor Investment Management, LLC | 10,476 | $1.87M | 0.27% | −1,559−13.0% | Reduced |
| PFG Advisors | 10,474 | $1.87M | 0.21% | +143+1.4% | Added |
| CX Institutional | 10,469 | $1.87M | 0.14% | +184+1.8% | Added |
| Altium Wealth Management LLC | 10,389 | $1.86M | 0.13% | +1,461+16.4% | Added |
| Whalerock Point Partners, LLC | 10,370 | $1.85M | 0.78% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 10,353 | $1.85M | 1.39% | 00.0% | Unchanged |
| Kames Capital plc | 10,354 | $1.85M | 0.03% | +851+9.0% | Added |
| Assetmark, Inc | 10,350 | $1.85M | 0.01% | +6,723+185.4% | Added |
| Radnor Capital Management, LLC | 10,326 | $1.85M | 0.50% | −141−1.3% | Reduced |
| Berkshire Bank | 10,306 | $1.84M | 0.54% | +148+1.5% | Added |
| Modus Advisors, LLC | 10,300 | $1.84M | 0.93% | +222+2.2% | Added |
| Moody National Bank Trust Division | 10,255 | $1.83M | 0.19% | −541−5.0% | Reduced |
| IFP Advisors, Inc | 19,545 | $1.83M | 0.06% | −10,027−33.9% | Reduced |
| Murphy Capital Management Inc | 10,222 | $1.83M | 0.25% | +355+3.6% | Added |
| Sequoia Financial Advisors, LLC | 10,211 | $1.82M | 0.05% | −307−2.9% | Reduced |
| FLC Capital Advisors | 10,157 | $1.82M | 0.61% | −500−4.7% | Reduced |
| Fruth Investment Management | 8,143 | $1.82M | 0.50% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 10,126 | $1.81M | 0.14% | +1,055+11.6% | Added |
| MAI Capital Management | 10,036 | $1.79M | 0.03% | +21+0.2% | Added |
| Interval Partners, LP | 10,030 | $1.79M | 0.13% | −4,458−30.8% | Reduced |
| Focus Financial Network, Inc. | 10,027 | $1.79M | 0.15% | +534+5.6% | Added |
| Hoylecohen, LLC | 10,017 | $1.79M | 0.19% | +45+0.5% | Added |
| Mill Capital Management, LLC | 9,999 | $1.79M | 0.20% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 9,963 | $1.78M | 0.17% | −44,908−81.8% | Reduced |
| Resources Management Corp | 9,965 | $1.78M | 0.29% | −700−6.6% | Reduced |
| Slow Capital, Inc. | 9,957 | $1.78M | 0.43% | −731−6.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,954 | $1.78M | 0.15% | +5,374+117.3% | Added |
| Members Capital Advisors Inc | 9,900 | $1.77M | 1.28% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 9,900 | $1.77M | 1.45% | +8,000+421.1% | Added |
| Capital Asset Advisory Services LLC | 9,876 | $1.76M | 0.19% | −35−0.4% | Reduced |
| Donaldson Capital Management, LLC | 9,870 | $1.76M | 0.09% | −115−1.2% | Reduced |
| Cumberland Advisors Inc | 9,850 | $1.76M | 0.58% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 9,850 | $1.76M | 0.22% | +202+2.1% | Added |
| Tower Bridge Advisors | 9,842 | $1.76M | 0.14% | +365+3.9% | Added |
| Holderness Investments Co | 9,789 | $1.75M | 0.73% | −488−4.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,766 | $1.75M | 0.01% | −17,900−64.7% | Reduced |
| Bryn Mawr Trust Co | 9,714 | $1.74M | 0.08% | +26+0.3% | Added |
| McGuire Investment Group, LLC | 9,696 | $1.73M | 0.37% | +31+0.3% | Added |
| Moneta Group Investment Advisors LLC | 9,695 | $1.73M | 0.06% | +540+5.9% | Added |
| Hudock, Inc. | 9,663 | $1.73M | 0.58% | +64+0.7% | Added |
| Kistler-Tiffany Companies, LLC | 9,650 | $1.73M | 0.38% | +13+0.1% | Added |
| 1st Source Bank | 9,635 | $1.72M | 0.12% | −231−2.3% | Reduced |
| Palisade Asset Management, LLC | 9,607 | $1.72M | 0.22% | +84+0.9% | Added |
| First National Bank & Trust Co of Newtown | 9,577 | $1.71M | 0.39% | −75−0.8% | Reduced |
| Argent Trust Co | 9,530 | $1.70M | 0.12% | +458+5.0% | Added |
| Adirondack Trust Co | 9,515 | $1.70M | 0.91% | +17+0.2% | Added |
| Regal Investment Advisors LLC | 9,507 | $1.70M | 0.18% | +214+2.3% | Added |
| Perfromance Wealth Partners, LLC | 9,503 | $1.70M | 0.10% | +399+4.4% | Added |
| Wellington Shields & Co., LLC | 9,400 | $1.68M | 0.41% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9,396 | $1.68M | 1.90% | +1,703+22.1% | Added |
| Waldron Private Wealth LLC | 9,369 | $1.67M | 0.09% | +317+3.5% | Added |
| Profund Advisors LLC | 9,361 | $1.67M | 0.11% | −1,518−14.0% | Reduced |
| Truvestments Capital LLC | 9,361 | $1.67M | 0.98% | −458−4.7% | Reduced |
| Heritage Trust Co | 9,326 | $1.67M | 0.27% | −90−1.0% | Reduced |
| Westwood Holdings Group Inc. | 9,306 | $1.66M | 0.02% | +72+0.8% | Added |
| G&S Capital LLC | 9,310 | $1.66M | 0.98% | +157+1.7% | Added |
| Princeton Capital Management LLC | 9,261 | $1.66M | 0.64% | −179−1.9% | Reduced |
| Triad Financial Advisors, Inc. | 9,252 | $1.65M | 0.92% | +65+0.7% | Added |
| Narwhal Capital Management | 9,255 | $1.65M | 0.23% | +4,565+97.3% | Added |
| First Hawaiian Bank | 9,231 | $1.65M | 0.06% | +112+1.2% | Added |
| Ci Investments Inc. | 9,223 | $1.65M | 0.01% | −3,649−28.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,217 | $1.65M | 1.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,209 | $1.65M | 0.30% | −1,470−13.8% | Reduced |