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 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
- 2,328
- +64 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
- 174
- 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 | 4,070 | $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 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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 1,016 | $250.0K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,014 | $249.5K | 0.23% | +6+0.6% | Added |
| Evoke Wealth, LLC | 1,014 | $249.4K | 0.01% | −136−11.8% | Reduced |
| Salomon & Ludwin, LLC | 1,011 | $248.8K | 0.03% | −4−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 1,007 | $247.8K | 0.04% | +27+2.8% | Added |
| NTV Asset Management LLC | 1,004 | $247.1K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,004 | $247.0K | 0.06% | 00.0% | Unchanged |
| Legacy Trust | 1,001 | $246.3K | 0.07% | −53−5.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,000 | $246.1K | 0.06% | −300−23.1% | Reduced |
| Cubic Asset Management, LLC | 1,000 | $246.1K | 0.07% | 00.0% | Unchanged |
| Somerset Group LLC | 1,000 | $246.1K | 0.21% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 1,000 | $246.1K | 0.05% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,000 | $246.1K | 0.16% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $246.1K | 0.17% | +900+900.0% | Added |
| WoodTrust Financial Corp | 1,000 | $246.0K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,001 | $246.0K | 0.14% | +1,001 | New |
| Monterey Private Wealth, Inc. | 996 | $245.1K | 0.12% | −23−2.3% | Reduced |
| Meridian Wealth Advisors, LLC | 992 | $244.1K | 0.06% | 00.0% | Unchanged |
| Retirement Planning Group | 992 | $244.1K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 991 | $243.8K | 0.12% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 990 | $243.6K | 0.15% | +73+8.0% | Added |
| Baxter Bros Inc | 990 | $243.6K | 0.04% | −100−9.2% | Reduced |
| First Affirmative Financial Network | 985 | $242.2K | 0.24% | −80−7.5% | Reduced |
| BancorpSouth Bank | 983 | $242.1K | 0.02% | −35−3.4% | Reduced |
| Keebeck Alpha, LP | 983 | $241.9K | 0.24% | −194−16.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 981 | $241.4K | 0.03% | +54+5.8% | Added |
| HF Advisory Group, LLC | 981 | $241.3K | 0.19% | −239−19.6% | Reduced |
| Financial Perspectives, Inc | 980 | $241.1K | 0.11% | 00.0% | Unchanged |
| Martingale Asset Management L P | 980 | $241.1K | 0.00% | +12+1.2% | Added |
| Wescott Financial Advisory Group, LLC | 979 | $241.0K | 0.04% | +34+3.6% | Added |
| Exchange Capital Management, Inc. | 979 | $240.9K | 0.04% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 978 | $240.6K | 0.14% | −11−1.1% | Reduced |
| Rede Wealth, LLC | 976 | $240.2K | 0.11% | 00.0% | Unchanged |
| waypoint wealth counsel | 976 | $240.2K | 0.21% | −3,360−77.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 975 | $239.9K | 0.00% | +243+33.2% | Added |
| Foster Group, Inc. | 971 | $238.8K | 0.01% | +55+6.0% | Added |
| Wedge Capital Management L L P | 970 | $238.7K | 0.00% | −34−3.4% | Reduced |
| Lake Street Financial LLC | 967 | $238.0K | 0.04% | −39−3.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 939 | $237.5K | 0.10% | +939 | New |
| Highview Capital Management LLC | 960 | $236.2K | 0.13% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 954 | $234.7K | 0.07% | +954 | New |
| Ifrah Financial Services, Inc. | 953 | $234.5K | 0.07% | −16−1.7% | Reduced |
| Weybosset Research & Management LLC | 950 | $234.0K | 0.09% | −100−9.5% | Reduced |
| Abbot Financial Management, Inc. | 950 | $233.7K | 0.15% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 950 | $233.7K | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 946 | $232.8K | 0.02% | 00.0% | Unchanged |
| Crane Advisory, LLC | 944 | $231.1K | 0.07% | +944 | New |
| Aua Capital Management, LLC | 933 | $229.6K | 0.16% | −200−17.7% | Reduced |
| Deuterium Capital Management, LLC | 932 | $229.3K | 0.32% | +932 | New |
| Fortitude Advisory Group L.L.C. | 930 | $228.9K | 0.17% | −854−47.9% | Reduced |
| S.A. Mason LLC | 1,000 | $228.8K | 0.17% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 930 | $228.8K | 0.04% | +930 | New |
| Brady Family Wealth, LLC | 929 | $228.6K | 0.09% | 00.0% | Unchanged |
| Eclectic Associates Inc | 926 | $227.8K | 0.11% | −27−2.8% | Reduced |
| Citizens & Northern Corp | 925 | $227.6K | 0.09% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 925 | $227.6K | 0.19% | +50+5.7% | Added |
| WealthBridge Capital Management, LLC | 924 | $227.4K | 0.09% | +924 | New |
| JTC Employer Solutions Trusteee Ltd | 920 | $226.0K | 0.02% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 913 | $224.6K | 0.02% | +913 | New |
| PAX Financial Group, LLC | 911 | $224.2K | 0.05% | −19−2.0% | Reduced |
| O'Rourke & Company, Inc | 911 | $224.0K | 0.16% | +3+0.3% | Added |
| Empirical Asset Management, LLC | 909 | $223.6K | 0.20% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 908 | $223.4K | 0.10% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 906 | $222.9K | 0.15% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 905 | $222.7K | 0.01% | −175−16.2% | Reduced |
| Sunflower Bank, N.A. | 903 | $222.2K | 0.05% | −18−2.0% | Reduced |
| Balboa Wealth Partners | 901 | $221.8K | 0.08% | −470−34.3% | Reduced |
| Baker Ellis Asset Management LLC | 900 | $221.4K | 0.04% | −23−2.5% | Reduced |
| Shufro Rose & Co LLC | 900 | $221.4K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 900 | $221.4K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 900 | $221.4K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 899 | $221.0K | 0.00% | −294−24.6% | Reduced |
| Ossiam | 894 | $220.0K | 0.00% | +894 | New |
| Aveo Capital Partners, LLC | 893 | $219.7K | 0.03% | +893 | New |
| Certified Advisory Corp | 891 | $219.1K | 0.04% | −380−29.9% | Reduced |
| Kornitzer Capital Management Inc | 887 | $218.2K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 887 | $218.2K | 0.12% | +295+49.8% | Added |
| ERTS Wealth Advisors, LLC | 885 | $217.8K | 0.05% | −195−18.1% | Reduced |
| Meeder Asset Management Inc | 884 | $217.5K | 0.02% | −81−8.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 882 | $217.0K | 0.01% | −24,689−96.6% | Reduced |
| Laffer Tengler Investments | 881 | $216.8K | 0.06% | −3,607−80.4% | Reduced |
| Trust Co | 880 | $216.5K | 0.03% | −2,331−72.6% | Reduced |
| Centric Wealth Management | 868 | $216.0K | 0.09% | +868 | New |
| Adams Wealth Management | 876 | $215.5K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 874 | $215.0K | 0.14% | +5+0.6% | Added |
| Oxinas Partners Wealth Management LLC | 874 | $215.0K | 0.14% | +874 | New |
| Stewart & Patten Co LLC | 873 | $214.8K | 0.04% | −125−12.5% | Reduced |
| Ballew Advisors, Inc | 849 | $214.7K | 0.16% | 00.0% | Unchanged |
| Sabal Trust CO | 872 | $214.6K | 0.01% | −138−13.7% | Reduced |
| Palogic Value Management, L.P. | 872 | $214.6K | 0.10% | −38−4.2% | Reduced |
| Per Stirling Capital Management, LLC. | 871 | $214.2K | 0.04% | −869−49.9% | Reduced |
| PCA Investment Advisory Services Inc. | 870 | $214.1K | 0.13% | +870 | New |
| American Institute for Advanced Investment Management, LLP | 870 | $214.1K | 0.19% | −89−9.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 869 | $214.0K | 0.03% | +195+28.9% | Added |
| AlphaQ Advisors LLC | 867 | $213.3K | 0.16% | +867 | New |
| Eagle Bay Advisors LLC | 865 | $213.0K | 0.12% | −54−5.9% | Reduced |
| West Michigan Advisors, LLC | 865 | $212.8K | 0.09% | +865 | New |
| E Fund Management Co., Ltd. | 861 | $212.0K | 0.02% | −109−11.2% | Reduced |
| Requisite Capital Management, LLC | 851 | $209.5K | 0.05% | +851 | New |
| PFG Investments, LLC | 850 | $209.1K | 0.04% | +850 | New |