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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 2026

Institutional positions in Caterpillar Inc as of Jun 30, 2026. 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
4,069
+349 vs. Q1 2026
Shares held
330.6M
−492.4K (−0.1%) vs. Q1 2026
Total value
$351.1B
+$119.4B (+51.5%) vs. Q1 2026
New holders
453
1,440 more added
Sold out
104
1,609 more reduced

52 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 4,069 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ2 2026: $351.1B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2026.

Institutions holding CAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$1.00K0.00%+1New
ROSS\JOHNSON & Associates LLC1$1.06K0.02%00.0%Unchanged
Maryland Capital Advisors Inc.1$1.06K0.00%+1New
PEAK6 LLC1$1.15K0.00%−1−50.0%Reduced
Kings Path Partners LLC2$2.13K0.00%−59−96.7%Reduced
PFS Partners, LLC2$2.13K0.00%00.0%Unchanged
NorthAvenue LLC2$2.13K0.00%00.0%Unchanged
Vanguard Advisers Inc2$2.13K0.00%+2New
Montgomery Financial Services LLC2$2.13K0.00%+2New
Redwood Park Advisors LLC3$3.19K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.3$3.19K0.00%00.0%Unchanged
Battery Global Advisors, LLC3$3.19K0.00%00.0%Unchanged
Osbon Capital Management LLC4$4.26K0.00%00.0%Unchanged
LGT Financial Advisors LLC4$4.26K0.02%00.0%Unchanged
WealthCollab, LLC4$4.26K0.00%00.0%Unchanged
Phillip James Consulting Co.4$4.26K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC4$4.26K0.00%+2+100.0%Added
William B. Walkup & Associates, Inc.4$4.26K0.00%+4New
Transce3nd, LLC5$4.76K0.04%00.0%Unchanged
Gordian Capital Singapore Pte Ltd5$5.33K0.01%−395−98.8%Reduced
Seneschal Advisors, LLC5$5.33K0.00%00.0%Unchanged
Blue Line Capital, LLC5$5.33K0.00%+5New
Torren Management, LLC5$5.46K0.00%00.0%Unchanged
Navigoe, LLC6$6.00K0.00%+6New
Cypress Capital Management LLC (WY)6$6.39K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC6$6.39K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.6$6.39K0.00%+6New
Investment Counsel Co of Nevada6$6.39K0.01%+6New
Whipplewood Advisors, LLC7$7.45K0.01%−50−87.7%Reduced
Bard Associates Inc7$7.46K0.00%+7New
Islay Capital Management, LLC8$8.52K0.00%−1−11.1%Reduced
Benson Wealth Management INC8$8.52K0.01%00.0%Unchanged
Gilpin Wealth Management, LLC8$8.52K0.01%00.0%Unchanged
Cornerstone National Bank & Trust Co9$8.92K0.00%00.0%Unchanged
Security National Bank of So Dak10$10.6K0.00%−500−98.0%Reduced
Curat Global, LLC10$10.6K0.01%00.0%Unchanged
Fiduciary Advisors, Inc.10$10.6K0.01%+10New
Strategic Advocates LLC11$11.7K0.05%+9+450.0%Added
Holos Integrated Wealth LLC13$12.2K0.01%00.0%Unchanged
Fairway Wealth LLC12$12.8K0.00%−654−98.2%Reduced
PayPay Securities Corp12$12.8K0.49%00.0%Unchanged
Park Square Financial Group, LLC13$13.8K0.12%−3−18.8%Reduced
MJT & Associates Financial Advisory Group, Inc.14$14.9K0.01%00.0%Unchanged
Regents Gate Capital LLP15$16.0K0.02%−24,935−99.9%Reduced
Core Capital Management & Research, inc.20$16.2K0.01%+20New
Golden State Equity Partners16$17.0K0.05%−8,038−99.8%Reduced
JDM Financial Group LLC17$18.1K0.01%00.0%Unchanged
Persistent Asset Partners Ltd18$19.2K0.01%+18New
Marshall Investment Management, LLC18$19.2K0.01%+3+20.0%Added
Lipe & Dalton19$20.0K0.01%00.0%Unchanged
Vision Financial Markets LLC21$20.2K0.02%00.0%Unchanged
Blume Capital Management, Inc.20$21.3K0.00%−10−33.3%Reduced
S&T Bank20$21.3K0.01%00.0%Unchanged
Estabrook Capital Management20$21.3K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC20$21.3K0.01%00.0%Unchanged
HFM Investment Advisors, LLC21$22.4K0.01%+10+90.9%Added
Banque de Luxembourg S.A.22$23.4K0.01%−67−75.3%Reduced
Elevated Capital Advisors, LLC22$23.4K0.01%00.0%Unchanged
Breakwater Investment Management24$25.6K0.01%+2+9.1%Added
SWAN Capital LLC25$26.6K0.01%00.0%Unchanged
Icon Advisers Inc25$26.6K0.01%+25New
Carolina Wealth Advisors, LLC26$27.7K0.01%00.0%Unchanged
Raffa Wealth Management, LLC27$28.8K0.00%−54−66.7%Reduced
Decker Retirement Planning Inc.27$28.8K0.01%+22+440.0%Added
Matrix Trust Co31$33.0K0.00%+15+93.8%Added
Noble Wealth Management PBC32$34.1K0.02%−8−20.0%Reduced
Peterson Wealth Services32$34.1K0.01%00.0%Unchanged
Axiom Investment Management LLC34$36.2K0.02%+34New
Strengthening Families & Communities, LLC34$36.4K0.01%+3+9.7%Added
Your Advocates Ltd., LLP35$37.3K0.01%00.0%Unchanged
Align Financial, LLC36$38.3K0.02%00.0%Unchanged
DecisionPoint Financial, LLC39$38.7K0.01%+4+11.4%Added
Consultiva Wealth Management, Corp.37$39.4K0.09%00.0%Unchanged
Lam Group, Inc.37$39.4K0.02%00.0%Unchanged
Principia Wealth Advisory, LLC38$40.5K0.02%+4+11.8%Added
Copia Wealth Management38$40.5K0.02%00.0%Unchanged
Penserra Capital Management LLC39$41.0K0.00%00.0%Unchanged
Stone House Investment Management, LLC39$41.5K0.01%+2+5.4%Added
Gill Capital Partners, LLC40$42.6K0.01%−60−60.0%Reduced
Flagship Wealth Advisors, LLC40$42.6K0.01%−33−45.2%Reduced
Front Row Advisors LLC51$43.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust41$43.7K0.01%−33−44.6%Reduced
DiNuzzo Private Wealth, Inc.41$43.7K0.00%00.0%Unchanged
Chapman Financial Group, LLC42$44.7K0.03%00.0%Unchanged
Tacita Capital Inc44$46.9K0.03%−6−12.0%Reduced
Ramsey Quantitative Systems45$47.9K0.04%+45New
Forum Finance Group S.A.60$52.0K0.02%00.0%Unchanged
Investors Portfolio Services LLC49$52.2K0.04%00.0%Unchanged
Financial Avengers, Inc.51$53.8K0.02%+1+2.0%Added
Mascoma Wealth Management LLC51$54.3K0.01%−30−37.0%Reduced
Aspect Partners, LLC52$55.4K0.02%+9+20.9%Added
Cedar Mountain Advisors, LLC54$57.1K0.01%+3+5.9%Added
Insight Financial Services53$57.1K0.03%00.0%Unchanged
Frazier Financial Advisors, LLC54$57.5K0.03%−1−1.8%Reduced
TFC Financial Management54$57.6K0.01%+6+12.5%Added
Planning Strategies Inc.58$61.8K0.04%+58New
American Capital Advisory, LLC59$63.2K0.02%−81−57.9%Reduced
Atomic Invest LLC62$63.9K0.01%−18−22.5%Reduced
Monetary Solutions, Ltd61$65.3K0.06%00.0%Unchanged
Key Capital Management, INC62$66.0K0.03%−2−3.1%Reduced