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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 9,188 | $1.64M | 0.40% | −396−4.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,184 | $1.64M | 0.15% | +312+3.5% | Added |
| Signaturefd, LLC | 9,138 | $1.63M | 0.06% | +420+4.8% | Added |
| XTX Topco Ltd | 9,134 | $1.63M | 0.67% | +9,134 | New |
| Global Trust Asset Management, LLC | 9,099 | $1.63M | 0.80% | −1,791−16.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,100 | $1.63M | 0.18% | +9,100 | New |
| Great Valley Advisor Group, Inc. | 9,089 | $1.63M | 0.09% | +2,314+34.2% | Added |
| Ti-Trust, Inc | 9,047 | $1.62M | 1.66% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,989 | $1.61M | 0.17% | +3,699+69.9% | Added |
| Sompo Asset Management Co., Ltd. | 8,980 | $1.60M | 0.41% | −3,810−29.8% | Reduced |
| LGT Group Foundation | 8,970 | $1.60M | 0.05% | −1,285−12.5% | Reduced |
| First Citizens Bank & Trust Co | 8,949 | $1.60M | 0.06% | −1,113−11.1% | Reduced |
| Walleye Capital LLC | 8,950 | $1.60M | 0.05% | +8,950 | New |
| Diversified Trust Co | 8,919 | $1.59M | 0.07% | +994+12.5% | Added |
| Pure Financial Advisors, Inc. | 8,897 | $1.59M | 0.10% | +84+1.0% | Added |
| Naples Global Advisors, LLC | 8,883 | $1.59M | 0.21% | +40+0.5% | Added |
| Resources Investment Advisors, LLC. | 8,886 | $1.59M | 0.07% | +124+1.4% | Added |
| Argus Investors' Counsel, Inc. | 8,860 | $1.58M | 1.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,844 | $1.58M | 0.12% | −966−9.8% | Reduced |
| Baldwin Investment Management, LLC | 8,843 | $1.58M | 0.54% | −200−2.2% | Reduced |
| AdvisorNet Financial, Inc | 8,829 | $1.58M | 0.16% | −210−2.3% | Reduced |
| Old Port Advisors | 9,046 | $1.57M | 0.61% | −101−1.1% | Reduced |
| Oxbow Advisors, LLC | 8,792 | $1.57M | 0.22% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,786 | $1.57M | 0.07% | −10,752−55.0% | Reduced |
| Private Trust Co NA | 8,771 | $1.57M | 0.24% | −2,977−25.3% | Reduced |
| Moloney Securities Asset Management, LLC | 8,774 | $1.57M | 0.37% | +96+1.1% | Added |
| Western Wealth Management, LLC | 8,716 | $1.56M | 0.09% | −226−2.5% | Reduced |
| Claraphi Advisory Network, LLC | 8,705 | $1.56M | 0.55% | +74+0.9% | Added |
| Court Place Advisors, LLC | 8,699 | $1.55M | 0.59% | 00.0% | Unchanged |
| RB Capital Management, LLC | 8,693 | $1.55M | 0.58% | +29+0.3% | Added |
| Finer Wealth Management, Inc. | 8,674 | $1.55M | 1.42% | +112+1.3% | Added |
| NewEdge Wealth, LLC | 8,669 | $1.55M | 0.07% | +8,669 | New |
| Smith, Salley & Associates | 8,602 | $1.54M | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,605 | $1.54M | 0.19% | +395+4.8% | Added |
| Ignite Planners, LLC | 8,526 | $1.54M | 1.26% | +97+1.2% | Added |
| Wealthcare Advisory Partners LLC | 8,593 | $1.54M | 0.09% | +110+1.3% | Added |
| Triangle Securities Wealth Management | 8,541 | $1.53M | 0.59% | +13+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 8,494 | $1.52M | 0.15% | +159+1.9% | Added |
| Johnson Investment Counsel Inc | 8,495 | $1.52M | 0.02% | +107+1.3% | Added |
| Ern LLC | 8,500 | $1.52M | 1.70% | +8,500 | New |
| Park National Corp | 8,485 | $1.52M | 0.07% | −501−5.6% | Reduced |
| United Asset Strategies, Inc. | 8,466 | $1.51M | 0.22% | +186+2.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,442 | $1.51M | 0.67% | +14+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 8,444 | $1.51M | 0.84% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,409 | $1.50M | 0.09% | −15,301−64.5% | Reduced |
| Tradewinds, LLC. | 8,387 | $1.50M | 1.02% | +8,387 | New |
| Meeder Asset Management Inc | 8,379 | $1.50M | 0.09% | +1,012+13.7% | Added |
| RSM US Wealth Management LLC | 8,346 | $1.49M | 0.08% | +263+3.3% | Added |
| ARGI Investment Services, LLC | 8,290 | $1.48M | 0.05% | +848+11.4% | Added |
| Intellectus Partners, LLC | 8,271 | $1.48M | 0.51% | −45−0.5% | Reduced |
| Spreng Capital Management, Inc. | 8,180 | $1.47M | 1.09% | −185−2.2% | Reduced |
| Trust Investment Advisors | 8,153 | $1.46M | 1.40% | −392−4.6% | Reduced |
| Equitable Holdings, Inc. | 8,134 | $1.45M | 0.03% | −495−5.7% | Reduced |
| Weatherly Asset Management L. P. | 8,101 | $1.45M | 0.20% | −224−2.7% | Reduced |
| Level Four Advisory Services, LLC | 8,083 | $1.45M | 0.14% | +17+0.2% | Added |
| American Portfolios Advisors | 8,083 | $1.44M | 0.06% | −279−3.3% | Reduced |
| Cascade Investment Advisors, Inc. | 8,075 | $1.44M | 1.13% | −93−1.1% | Reduced |
| Hamel Associates, Inc. | 8,025 | $1.44M | 0.57% | −975−10.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,033 | $1.44M | 0.17% | −6−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 8,017 | $1.43M | 0.13% | −43−0.5% | Reduced |
| Townsend Asset Management Corp | 8,009 | $1.43M | 0.74% | +5,902+280.1% | Added |
| Cohen Klingenstein LLC | 8,000 | $1.43M | 0.07% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 7,965 | $1.42M | 1.30% | −3,427−30.1% | Reduced |
| Confluence Wealth Services, Inc. | 7,327 | $1.42M | 0.62% | +537+7.9% | Added |
| We Are One Seven, LLC | 7,918 | $1.42M | 0.20% | +1,780+29.0% | Added |
| Ropes Wealth Advisors LLC | 7,904 | $1.41M | 0.29% | −745−8.6% | Reduced |
| Metis Global Partners, LLC | 7,905 | $1.41M | 0.23% | −637−7.5% | Reduced |
| Probity Advisors, Inc. | 7,881 | $1.41M | 0.33% | +98+1.3% | Added |
| United Community Bank | 7,822 | $1.40M | 1.51% | +335+4.5% | Added |
| Gifford Fong Associates | 7,800 | $1.39M | 0.32% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,790 | $1.39M | 0.23% | +7,790 | New |
| Boenning & Scattergood, Inc. | 7,733 | $1.38M | 0.26% | −148−1.9% | Reduced |
| Atlas Brown,Inc. | 7,639 | $1.37M | 0.65% | −19−0.2% | Reduced |
| Washington Trust Bank | 7,607 | $1.36M | 0.17% | +224+3.0% | Added |
| Affinity Investment Advisors, LLC | 7,591 | $1.36M | 0.66% | +1,109+17.1% | Added |
| Quest Investment Management LLC | 7,588 | $1.36M | 0.16% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,574 | $1.35M | 0.20% | +3,285+76.6% | Added |
| D. Scott Neal, Inc. | 7,561 | $1.35M | 0.56% | −100−1.3% | Reduced |
| Jump Financial, LLC | 7,556 | $1.35M | 0.06% | +3,979+111.2% | Added |
| TD Private Client Wealth LLC | 7,552 | $1.35M | 0.07% | −507−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,548 | $1.35M | 0.06% | +164+2.2% | Added |
| MidWestOne Financial Group, Inc. | 7,547 | $1.35M | 0.33% | +625+9.0% | Added |
| Shepherd Financial Partners LLC | 7,519 | $1.34M | 0.26% | −2,235−22.9% | Reduced |
| Cambridge Trust Co | 7,468 | $1.33M | 0.06% | −154−2.0% | Reduced |
| First Dallas Securities Inc. | 7,456 | $1.33M | 0.90% | +10.0% | Added |
| Burleson & Company, LLC | 7,440 | $1.33M | 0.29% | +151+2.1% | Added |
| Stone Point Wealth LLC | 7,410 | $1.32M | 0.79% | +730+10.9% | Added |
| Focused Wealth Management, Inc | 7,393 | $1.32M | 0.24% | −995−11.9% | Reduced |
| Columbia Trust Co 01012016 | 7,373 | $1.32M | 0.71% | −214−2.8% | Reduced |
| Cunning Capital Partners, LP | 7,320 | $1.31M | 1.01% | +7,320 | New |
| Integrated Wealth Concepts LLC | 7,318 | $1.31M | 0.04% | −473−6.1% | Reduced |
| Mairs & Power Inc | 7,295 | $1.30M | 0.02% | −325−4.3% | Reduced |
| Bragg Financial Advisors, Inc | 7,279 | $1.30M | 0.09% | −132−1.8% | Reduced |
| Papp L Roy & Associates | 7,254 | $1.30M | 0.19% | +44+0.6% | Added |
| Bahl & Gaynor Inc | 7,243 | $1.29M | 0.01% | +25+0.3% | Added |
| WR Wealth Planners, LLC | 7,185 | $1.28M | 0.85% | −178−2.4% | Reduced |
| HBK Sorce Advisory LLC | 7,172 | $1.28M | 0.09% | +227+3.3% | Added |
| Cross Staff Investments Inc | 7,163 | $1.28M | 1.41% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 7,131 | $1.27M | 0.11% | −105−1.5% | Reduced |
| Investors Asset Management of Georgia Inc | 7,135 | $1.27M | 0.66% | +125+1.8% | Added |