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.
| 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 2026
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peck Wealth Management, LLC | 437 | $465.4K | 0.39% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 437 | $465.4K | 0.13% | +28+6.8% | Added |
| Foronjy Financial LLC | 440 | $468.5K | 0.17% | −19−4.1% | Reduced |
| Kirr Marbach & Co LLC | 440 | $468.6K | 0.08% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 440 | $469.0K | 0.16% | +15+3.5% | Added |
| Tilia Fiduciary Partners, Inc. | 440 | $469.0K | 0.22% | −15−3.3% | Reduced |
| Financial Solutions Advisory Group, Inc. | 500 | $469.2K | 0.06% | −120−19.4% | Reduced |
| Richard P Slaughter Associates Inc | 441 | $469.6K | 0.09% | +14+3.3% | Added |
| Owl Creek Wealth Partners LLC | 441 | $469.6K | 0.14% | +52+13.4% | Added |
| Connecticut Capital Management Group, LLC | 443 | $471.8K | 0.38% | 00.0% | Unchanged |
| Blue Sky Capital Consultants Group, Inc. | 444 | $472.8K | 0.20% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 444 | $472.8K | 0.16% | +444 | New |
| Piscataqua Savings Bank | 446 | $474.9K | 0.32% | 00.0% | Unchanged |
| Morton Community Bank | 447 | $476.0K | 0.10% | −72−13.9% | Reduced |
| Verity & Verity, LLC | 448 | $477.1K | 0.03% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 448 | $477.1K | 0.38% | +7+1.6% | Added |
| Hobart Private Capital, LLC | 448 | $477.1K | 0.08% | +65+17.0% | Added |
| Private Wealth Management Group, LLC | 448 | $477.1K | 0.11% | +251+127.4% | Added |
| Discipline Wealth Solutions, LLC | 449 | $477.8K | 0.04% | +1+0.2% | Added |
| Cushing Capital Partners, LLC | 449 | $478.0K | 0.33% | +2+0.4% | Added |
| M3 Advisory Group, LLC | 449 | $478.1K | 0.25% | +15+3.5% | Added |
| Schwallier Wealth Management LLC | 450 | $479.1K | 0.30% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 450 | $479.2K | 0.17% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 450 | $479.2K | 0.26% | 00.0% | Unchanged |
| Peoples Bank | 450 | $479.2K | 0.25% | +42+10.3% | Added |
| Lexington Hill Partners, LLC | 450 | $479.5K | 0.23% | −219−32.7% | Reduced |
| Wilian Securities, LLC | 450 | $479.5K | 0.28% | +110+32.4% | Added |
| StoryOne LLC | 451 | $480.3K | 0.23% | +451 | Added |
| Sovereign Investment Advisors, LLC | 452 | $481.3K | 0.09% | −50−10.0% | Reduced |
| CoreFirst Bank & Trust | 454 | $483.5K | 0.24% | −10−2.2% | Reduced |
| Brown Wealth Management, LLC | 454 | $483.5K | 0.11% | +20+4.6% | Added |
| Kroeger Financial Partners | 454 | $483.5K | 0.47% | +454 | New |
| Heritage Wealth Management, Inc. | 455 | $484.5K | 0.24% | +15+3.4% | Added |
| Floyd Financial Group LLC | 520 | $484.9K | 0.32% | −13−2.4% | Reduced |
| Rowland & Co Investment Counsel | 456 | $485.9K | 0.09% | −17−3.6% | Reduced |
| Marotta Asset Management | 491 | $486.8K | 0.08% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 457 | $487.0K | 0.24% | +44+10.7% | Added |
| Schaeffer Financial LLC | 458 | $487.6K | 0.38% | +1+0.2% | Added |
| Talbot Financial, LLC | 459 | $489.1K | 0.04% | +459 | New |
| Mosaic Financial Group, LLC | 460 | $490.0K | 0.31% | +1+0.2% | Added |
| Tiaa Trust, National Association | 462 | $492.0K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 462 | $492.0K | 0.11% | +280+153.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 463 | $493.0K | 0.10% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 464 | $493.6K | 0.23% | −6−1.3% | Reduced |
| Matters Capital LLC | 464 | $494.1K | 0.35% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 464 | $494.3K | 0.07% | +11+2.4% | Added |
| Ulland Investment Advisors, LLC | 465 | $495.0K | 0.37% | +115+32.9% | Added |
| LCM Capital Management Inc | 465 | $495.2K | 0.22% | +66+16.5% | Added |
| Saxony Capital Management, LLC | 466 | $496.1K | 0.23% | −17−3.5% | Reduced |
| Walker Asset Management, LLC | 466 | $496.2K | 0.25% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 466 | $496.2K | 0.27% | +38+8.9% | Added |
| Idaho Trust Bank | 467 | $497.3K | 0.15% | −40−7.9% | Reduced |
| GSG Advisors LLC | 467 | $497.3K | 0.11% | +19+4.2% | Added |
| Legacy Wealth Advisors, LLC | 467 | $497.3K | 0.22% | +62+15.3% | Added |
| LongView Wealth Management | 469 | $499.4K | 0.13% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 470 | $500.5K | 0.32% | −215−31.4% | Reduced |
| ProVise Management Group, LLC | 470 | $500.5K | 0.03% | −1−0.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 471 | $501.0K | 0.18% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 471 | $501.6K | 0.12% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 471 | $501.6K | 0.20% | −26−5.2% | Reduced |
| LeClair Wealth Partners LLC | 471 | $501.8K | 0.26% | +471 | New |
| TradeWell Securities, LLC. | 471 | $502.0K | 0.18% | −102−17.8% | Reduced |
| V. M. Manning & Co., Inc. | 472 | $502.2K | 0.43% | +472 | New |
| Junk Investment Group, LLC | 472 | $502.3K | 0.22% | +1+0.2% | Added |
| Tannin Capital LLC | 472 | $502.6K | 0.33% | −198−29.6% | Reduced |
| Planning Directions Inc | 472 | $503.1K | 0.23% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 473 | $503.7K | 0.09% | 00.0% | Unchanged |
| Lincoln Capital Corp | 474 | $504.8K | 0.16% | −27−5.4% | Reduced |
| First Long Island Investors, LLC | 474 | $504.8K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 474 | $505.2K | 0.17% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 475 | $505.8K | 0.39% | 00.0% | Unchanged |
| Asio Capital, LLC | 477 | $508.0K | 0.07% | −89−15.7% | Reduced |
| Fortis Capital Advisors, LLC | 478 | $509.4K | 0.06% | +7+1.5% | Added |
| Carter Financial Group, INC. | 480 | $511.1K | 0.26% | −3−0.6% | Reduced |
| Weaver Consulting Group | 480 | $511.2K | 0.10% | −38−7.3% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 480 | $511.7K | 0.40% | +112+30.4% | Added |
| Seneca Financial Advisors LLC | 481 | $512.7K | 0.13% | 00.0% | Unchanged |
| Betterment LLC | 482 | $513.0K | 0.00% | −16−3.2% | Reduced |
| Shayne & Co., LLC | 483 | $514.6K | 0.15% | +1+0.2% | Added |
| Axecap Investments, LLC | 484 | $515.4K | 0.28% | +100+26.0% | Added |
| Wrenne Financial Planning LLC | 485 | $516.2K | 0.17% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 485 | $516.5K | 0.04% | +20+4.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 486 | $517.1K | 0.13% | −39−7.4% | Reduced |
| WealthShield Partners, LLC | 486 | $517.5K | 0.08% | −669−57.9% | Reduced |
| CFO4Life Group, LLC | 486 | $517.5K | 0.07% | +3+0.6% | Added |
| Napier Financial, LLC | 486 | $517.5K | 0.11% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 487 | $518.7K | 0.17% | +42+9.4% | Added |
| TD Capital Management LLC | 487 | $519.0K | 0.04% | −63−11.5% | Reduced |
| Blueshift Asset Management, LLC | 490 | $521.8K | 0.12% | −805−62.2% | Reduced |
| North Capital, Inc. | 490 | $521.8K | 0.39% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 492 | $523.9K | 0.06% | −2−0.4% | Reduced |
| Amplius Wealth Advisors, LLC | 492 | $523.9K | 0.04% | +492 | New |
| Awm Capital, LLC | 492 | $524.1K | 0.04% | +27+5.8% | Added |
| Cherrydale Wealth Management, LLC | 493 | $524.5K | 0.14% | +1+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 493 | $525.0K | 0.04% | +50+11.3% | Added |
| Owen LaRue, LLC | 493 | $525.1K | 0.18% | −9−1.8% | Reduced |
| ETF Store, Inc. | 495 | $526.8K | 0.44% | +27+5.8% | Added |
| Sutton Place Investors LLC | 495 | $527.1K | 0.26% | −1−0.2% | Reduced |
| Plan A Wealth LLC | 495 | $527.2K | 0.22% | −20−3.9% | Reduced |
| Eddie Patel Inc | 495 | $527.2K | 0.32% | +1+0.2% | Added |