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 2023
Institutional positions in Caterpillar Inc as of Jun 30, 2023. 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
- 2,329
- +65 vs. Q1 2023
- Shares held
- 359.0M
- −31.1M (−8.0%) vs. Q1 2023
- Total value
- $88.0B
- +$5.42B (+6.6%) vs. Q1 2023
- New holders
- 175
- 935 more added
- Sold out
- 110
- 860 more reduced
20 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 230 | $56.0K | 0.03% | +230 | New |
| Park Place Capital Corp | 243 | $59.8K | 0.02% | −77−24.1% | Reduced |
| Clean Yield Group | 245 | $60.3K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 245 | $60.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 248 | $60.5K | 0.02% | +248 | New |
| Banco de Sabadell, S.A | 248 | $61.0K | 0.05% | +248 | New |
| Center for Financial Planning, Inc. | 250 | $61.5K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 251 | $61.8K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 253 | $62.2K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 257 | $63.2K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 259 | $63.7K | 0.03% | +259 | New |
| Avion Wealth | 268 | $64.0K | 0.02% | +21+8.5% | Added |
| Fiduciary Alliance LLC | 272 | $66.9K | 0.01% | +272 | New |
| JJJ Advisors Inc. | 275 | $67.7K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 282 | $69.5K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 286 | $70.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 290 | $71.4K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 300 | $73.8K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $73.8K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 300 | $73.8K | 0.05% | +300 | New |
| McClarren Financial Advisors, Inc. | 304 | $74.0K | 0.06% | +1+0.3% | Added |
| Impact Partnership Wealth, LLC | 301 | $74.1K | 0.03% | +301 | New |
| Tacita Capital Inc | 310 | $76.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 314 | $77.3K | 0.03% | +314 | New |
| O'Dell Group, LLC | 315 | $77.4K | 0.02% | +315 | New |
| Ruedi Wealth Management, Inc. | 319 | $78.5K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 326 | $80.2K | 0.01% | −8−2.4% | Reduced |
| Hillsdale Investment Management Inc. | 330 | $81.2K | 0.01% | +20+6.5% | Added |
| Silicon Valley Capital Partners | 340 | $83.7K | 0.02% | +340 | New |
| Centerpoint Advisors, LLC | 340 | $84.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 350 | $86.0K | 0.06% | −325−48.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 350 | $86.1K | 0.05% | +300+600.0% | Added |
| HighMark Wealth Management LLC | 352 | $86.5K | 0.07% | +1+0.3% | Added |
| Atticus Wealth Management, LLC | 356 | $87.6K | 0.03% | −10−2.7% | Reduced |
| Bell Investment Advisors, Inc | 358 | $88.1K | 0.02% | +8+2.3% | Added |
| Independence Bank of Kentucky | 362 | $89.1K | 0.04% | −50−12.1% | Reduced |
| Delos Wealth Advisors, LLC | 376 | $92.5K | 0.12% | −632−62.7% | Reduced |
| Motco | 382 | $94.0K | 0.01% | +262+218.3% | Added |
| AllSquare Wealth Management LLC | 448 | $94.0K | 0.06% | 00.0% | Unchanged |
| Rock Creek Group, LP | 385 | $94.7K | 0.01% | +31+8.8% | Added |
| Prudent Man Advisors, LLC | 390 | $96.0K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 395 | $97.2K | 0.03% | +395 | New |
| Duncker Streett & Co Inc | 398 | $97.8K | 0.02% | +2+0.5% | Added |
| Carolinas Wealth Consulting LLC | 418 | $102.8K | 0.02% | −68−14.0% | Reduced |
| General Partner, Inc. | 418 | $102.8K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 418 | $102.8K | 0.03% | +418 | New |
| Nalls Sherbakoff Group, LLC | 501 | $103.1K | 0.10% | +250+99.6% | Added |
| Nordwand Advisors, LLC | 420 | $103.3K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 425 | $104.6K | 0.02% | +187+78.6% | Added |
| Financial Management Professionals, Inc. | 425 | $105.0K | 0.02% | −1−0.2% | Reduced |
| Bank of New Hampshire | 428 | $105.3K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 430 | $106.0K | 0.05% | −19−4.2% | Reduced |
| Rowland & Co Investment Counsel | 431 | $106.1K | 0.03% | +431 | New |
| BerganKDV Wealth Management, LLC | 450 | $110.7K | 0.01% | −168−27.2% | Reduced |
| Financial Freedom, LLC | 463 | $113.9K | 0.08% | +2+0.4% | Added |
| C M Bidwell & Associates Ltd | 465 | $114.4K | 0.08% | +465 | New |
| SRS Capital Advisors, Inc. | 466 | $114.5K | 0.01% | +24+5.4% | Added |
| Covestor Ltd | 468 | $115.0K | 0.09% | +35+8.1% | Added |
| BOK Financial Private Wealth, Inc. | 468 | $115.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 485 | $119.3K | 0.11% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 488 | $120.1K | 0.11% | +2+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 500 | $123.0K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 505 | $124.3K | 0.73% | −60−10.6% | Reduced |
| DB Wealth Management Group, LLC | 506 | $124.5K | 0.08% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 507 | $124.7K | 0.06% | −106−17.3% | Reduced |
| MRP Capital Investments, LLC | 510 | $125.5K | 0.12% | +10+2.0% | Added |
| First Personal Financial Services | 533 | $131.1K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 538 | $132.0K | 0.15% | +306+131.9% | Added |
| Capital Analysts, LLC | 550 | $134.0K | 0.01% | +60+12.2% | Added |
| Cape Investment Advisory, Inc. | 545 | $134.2K | 0.07% | +3+0.6% | Added |
| Stephens Consulting, LLC | 551 | $135.5K | 0.05% | −15−2.7% | Reduced |
| Northwest Bank & Trust Co | 557 | $137.0K | 0.13% | +557 | New |
| TSFG, LLC | 568 | $140.0K | 0.05% | +8+1.4% | Added |
| Venturi Wealth Management, LLC | 573 | $141.1K | 0.01% | +127+28.5% | Added |
| Castleview Partners, LLC | 589 | $144.9K | 0.13% | −382−39.3% | Reduced |
| WealthPlan Investment Management, LLC | 590 | $145.2K | 0.04% | −300−33.7% | Reduced |
| Farther Finance Advisors, LLC | 595 | $146.4K | 0.03% | +37+6.6% | Added |
| Granite FO LLC | 600 | $147.6K | 0.10% | −2,400−80.0% | Reduced |
| West Branch Capital LLC | 610 | $150.1K | 0.07% | −60−9.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 613 | $150.8K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 650 | $159.9K | 0.09% | +650 | New |
| Glass Jacobson Investment Advisors llc | 653 | $160.7K | 0.07% | +653 | New |
| Ten Capital Wealth Advisors, LLC | 666 | $163.0K | 0.05% | −26−3.8% | Reduced |
| Endurance Wealth Management, Inc. | 664 | $163.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 667 | $164.1K | 0.05% | +4+0.6% | Added |
| Private Ocean, LLC | 672 | $165.3K | 0.02% | +477+244.6% | Added |
| Piscataqua Savings Bank | 686 | $168.8K | 0.14% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 690 | $168.9K | 0.10% | −25−3.5% | Reduced |
| Hills Bank & Trust Co | 691 | $170.0K | 0.02% | −300−30.3% | Reduced |
| Global Financial Private Client, LLC | 701 | $173.4K | 0.09% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 709 | $174.9K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 714 | $175.6K | 0.02% | +55+8.3% | Added |
| Ulland Investment Advisors, LLC | 715 | $176.0K | 0.18% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 733 | $180.6K | 0.01% | +530+261.1% | Added |
| McIlrath & Eck, LLC | 739 | $181.7K | 0.04% | +51+7.4% | Added |
| Steward Financial Group LLC | 741 | $182.0K | 0.06% | +741 | New |
| Strengthening Families & Communities, LLC | 749 | $184.0K | 0.08% | +737+6,141.7% | Added |
| Elgethun Capital Management | 765 | $188.1K | 0.06% | +3+0.4% | Added |
| Disciplined Investments, LLC | 776 | $190.9K | 0.10% | −6−0.8% | Reduced |
| Cohen & Steers, Inc. | 781 | $192.0K | 0.00% | 00.0% | Unchanged |