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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 495 | $527.5K | 0.05% | −23−4.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 496 | $528.2K | 0.04% | −10−2.0% | Reduced |
| ONE Advisory Partners, LLC | 498 | $530.2K | 0.14% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 499 | $531.4K | 0.20% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 500 | $532.0K | 0.14% | +49+10.9% | Added |
| New Paradigm Capital Management, LLC | 500 | $532.5K | 1.14% | −600−54.5% | Reduced |
| Hartree Partners, LP | 500 | $532.5K | 0.11% | −500−50.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 500 | $532.5K | 0.12% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 500 | $532.5K | 0.18% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 500 | $532.5K | 0.17% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 500 | $532.5K | 0.24% | 00.0% | Unchanged |
| Adirondack Capital Advisors, LLC | 500 | $532.5K | 0.29% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 501 | $533.5K | 0.20% | +501 | New |
| Alliance Wealth Advisors, LLC | 502 | $534.4K | 0.21% | +6+1.2% | Added |
| United Bank | 502 | $534.6K | 0.06% | −48−8.7% | Reduced |
| EJMK Ventures LLC | 502 | $534.7K | 0.24% | +45+9.8% | Added |
| Hudson Value Partners, LLC | 503 | $535.6K | 0.13% | +3+0.6% | Added |
| HF Advisory Group, LLC | 503 | $536.0K | 0.17% | −55−9.9% | Reduced |
| Fonville Wealth Management LLC | 504 | $536.7K | 0.09% | +47+10.3% | Added |
| Sandro Wealth Management LLC | 504 | $537.0K | 0.39% | +49+10.8% | Added |
| Avenue 1 Advisors, LLC | 505 | $537.8K | 0.14% | −4−0.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 506 | $539.3K | 0.15% | +52+11.5% | Added |
| KC Investment Advisors, LLC | 507 | $539.9K | 0.10% | +21+4.3% | Added |
| SC&H Financial Advisors, Inc. | 507 | $540.3K | 0.07% | 00.0% | Unchanged |
| Nvest Financial, LLC | 508 | $540.5K | 0.17% | +1+0.2% | Added |
| Element Wealth, LLC | 510 | $542.6K | 0.20% | +5+1.0% | Added |
| Cherry Tree Wealth Management, LLC | 511 | $544.2K | 0.10% | −34−6.2% | Reduced |
| Great Waters Wealth Management | 513 | $546.4K | 0.05% | +3+0.6% | Added |
| Beto Financial Group, LLC | 634 | $548.0K | 0.29% | +10+1.6% | Added |
| Kendall Capital Management | 515 | $548.4K | 0.09% | −5−1.0% | Reduced |
| Round Rock Advisors, LLC | 515 | $548.4K | 0.07% | +15+3.0% | Added |
| Mission Financial Group, LLC | 515 | $548.9K | 0.46% | +515 | New |
| Brand Asset Management Group, Inc. | 517 | $550.6K | 0.12% | +49+10.5% | Added |
| Bond & Devick Financial Network, Inc. | 517 | $550.9K | 0.14% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 517 | $551.0K | 0.17% | +7+1.4% | Added |
| Advantage Trust Co | 518 | $551.6K | 0.19% | +370+250.0% | Added |
| Sage Rhino Capital LLC | 518 | $551.7K | 0.09% | −3−0.6% | Reduced |
| Decision Investments, Inc | 519 | $552.7K | 0.50% | +5+1.0% | Added |
| Fielder Capital Group LLC | 520 | $553.4K | 0.12% | +6+1.2% | Added |
| Chung Wu Investment Group, LLC | 520 | $553.7K | 0.36% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 520 | $554.1K | 0.40% | −258−33.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 521 | $554.6K | 0.15% | +1+0.2% | Added |
| KWMG, LLC | 521 | $554.8K | 0.04% | +20+4.0% | Added |
| Cypress Point Wealth Management, LLC | 522 | $555.9K | 0.11% | +522 | New |
| SGL Investment Advisors, Inc. | 664 | $556.2K | 0.19% | −54−7.5% | Reduced |
| Entrust Financial LLC | 523 | $556.9K | 0.36% | −2−0.4% | Reduced |
| Custos Family Office, LLC | 523 | $557.0K | 0.33% | −14−2.6% | Reduced |
| Sharpepoint LLC | 523 | $557.2K | 0.28% | −12−2.2% | Reduced |
| Strategic Financial Partners, Ltd. | 524 | $558.9K | 0.21% | +51+10.8% | Added |
| Integrity Financial Corp | 525 | $559.0K | 0.27% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 525 | $559.1K | 0.43% | +25+5.0% | Added |
| Vance Wealth, Inc. | 525 | $559.1K | 0.13% | +116+28.4% | Added |
| CogentBlue Wealth Advisors, LLC | 527 | $561.2K | 0.32% | +9+1.7% | Added |
| BridgePort Financial Solutions, LLC | 527 | $561.4K | 0.14% | +3+0.6% | Added |
| Arvest Investments, Inc. | 530 | $564.4K | 0.07% | +7+1.3% | Added |
| IMG Wealth Management, Inc. | 530 | $564.4K | 0.31% | +12+2.3% | Added |
| Saxon Interests, Inc. | 531 | $565.5K | 0.16% | −114−17.7% | Reduced |
| Miller Global Investments, LLC | 531 | $565.5K | 0.47% | +298+127.9% | Added |
| 9823 Capital, L.P. | 531 | $565.5K | 0.38% | +531 | New |
| National Philanthropic Trust | 532 | $566.5K | 0.01% | +57+12.0% | Added |
| Fermata Advisors, LLC | 534 | $568.9K | 0.12% | +60+12.7% | Added |
| Storen Legacy Partners, LLC | 534 | $568.9K | 0.16% | +93+21.1% | Added |
| Aegis Wealth Management LLC | 535 | $569.7K | 0.27% | +535 | New |
| AMG Asset Management Group, Inc. | 535 | $569.8K | 0.36% | +4+0.8% | Added |
| Ducere Wealth Management LLC | 535 | $569.8K | 0.17% | +45+9.2% | Added |
| Onyx Bridge Wealth Group LLC | 535 | $570.0K | 0.05% | +31+6.2% | Added |
| Colonial River Wealth Management, LLC | 535 | $570.2K | 0.16% | −245−31.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 536 | $570.6K | 0.07% | +88+19.6% | Added |
| Financial Insights, Inc. | 537 | $571.3K | 0.15% | +8+1.5% | Added |
| Innova Wealth Partners | 538 | $572.9K | 0.24% | +3+0.6% | Added |
| CMT Capital Markets Trading GmbH | 538 | $573.0K | 0.30% | −555−50.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 539 | $573.9K | 0.02% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 540 | $574.8K | 0.09% | +135+33.3% | Added |
| Objective Capital Management, LLC | 540 | $575.0K | 0.51% | −112−17.2% | Reduced |
| Alpha Omega Wealth Management LLC | 540 | $575.0K | 0.09% | −27−4.8% | Reduced |
| Parvin Asset Management, LLC | 540 | $575.0K | 0.46% | +40+8.0% | Added |
| North Dallas Bank & Trust Co | 540 | $575.0K | 0.34% | −43−7.4% | Reduced |
| MN Wealth Advisors, LLC | 540 | $575.2K | 0.24% | +62+13.0% | Added |
| Clarendon Private LLC | 541 | $575.6K | 0.37% | +33+6.5% | Added |
| Dover Advisors, LLC | 1,005 | $575.7K | 0.24% | +208+26.1% | Added |
| Sound Financial Strategies Group, LLC | 541 | $576.1K | 0.37% | −6−1.1% | Reduced |
| Acorn Creek Capital LLC | 541 | $576.3K | 0.19% | −14−2.5% | Reduced |
| Princeton Global Asset Management LLC | 541 | $576.4K | 0.08% | −98−15.3% | Reduced |
| Prentice Wealth Management LLC | 542 | $577.2K | 0.12% | −72−11.7% | Reduced |
| Halter Ferguson Financial Inc. | 542 | $577.2K | 0.09% | −37−6.4% | Reduced |
| Wellington-Altus USA Inc. | 815 | $577.4K | 0.42% | −138−14.5% | Reduced |
| Addison Advisors LLC | 543 | $578.2K | 0.27% | −1,460−72.9% | Reduced |
| Ipsen Advisor Group LLC | 545 | $580.0K | 0.37% | −13−2.3% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 546 | $581.8K | 0.40% | −82−13.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 548 | $583.4K | 0.13% | +30+5.8% | Added |
| Carson Advisory Inc. | 548 | $583.6K | 0.27% | +6+1.1% | Added |
| Phillips Financial Management, LLC | 549 | $584.6K | 0.04% | −49−8.2% | Reduced |
| Oxinas Partners Wealth Management LLC | 549 | $584.8K | 0.23% | +16+3.0% | Added |
| Optivise Advisory Services LLC | 549 | $584.9K | 0.30% | −323−37.0% | Reduced |
| Scott & Selber, Inc. | 550 | $585.7K | 0.12% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 550 | $585.7K | 0.13% | 00.0% | Unchanged |
| North Forty Two & Co. | 550 | $585.7K | 0.50% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 550 | $585.7K | 0.19% | +450+450.0% | Added |
| Arlington Trust Co LLC | 552 | $587.8K | 0.05% | −20−3.5% | Reduced |
| Accuvest Global Advisors | 552 | $588.0K | 0.51% | +552 | New |