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 |
|---|---|---|---|---|---|
| Borer Denton & Associates, Inc. | 553 | $588.9K | 0.19% | 00.0% | Unchanged |
| Mason & Associates Inc | 553 | $588.9K | 0.10% | −15−2.6% | Reduced |
| Tanager Wealth Management LLP | 553 | $588.9K | 0.05% | +44+8.6% | Added |
| St. Louis Trust Co | 1,952 | $588.9K | 0.16% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 553 | $589.0K | 0.33% | +59+11.9% | Added |
| Warren Street Wealth Advisors, LLC | 553 | $589.4K | 0.13% | +32+6.1% | Added |
| Beaird Harris Wealth Management, LLC | 555 | $591.0K | 0.04% | 00.0% | Unchanged |
| JLB & Associates Inc | 555 | $591.0K | 0.08% | +555 | New |
| Greenline Wealth Management LLC | 555 | $591.4K | 0.49% | +82+17.3% | Added |
| IPG Investment Advisors LLC | 556 | $592.1K | 0.09% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 556 | $592.1K | 0.44% | +556 | New |
| Dakota Community Bank & Trust NA | 557 | $593.1K | 1.84% | −16−2.8% | Reduced |
| Simplify Asset Management Inc. | 558 | $594.2K | 0.01% | −16−2.8% | Reduced |
| Motive Wealth Advisors | 558 | $594.2K | 0.24% | −15−2.6% | Reduced |
| Lynch & Associates | 558 | $594.2K | 0.10% | 00.0% | Unchanged |
| McMillan Office, Inc. | 559 | $595.3K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 559 | $595.8K | 0.11% | +30+5.7% | Added |
| OMC Financial Services LTD | 560 | $596.3K | 0.20% | −95−14.5% | Reduced |
| McKinney Capital Management, LLC | 560 | $596.3K | 0.23% | +2+0.4% | Added |
| Ifrah Financial Services, Inc. | 560 | $596.8K | 0.15% | −5−0.9% | Reduced |
| Granite Harbor Advisors, Inc. | 561 | $597.4K | 0.24% | −46−7.6% | Reduced |
| Cloud Capital Management, LLC | 563 | $598.0K | 0.22% | +4+0.7% | Added |
| Strategic Financial Services, Inc, | 563 | $599.5K | 0.03% | 00.0% | Unchanged |
| Consolidated Planning Corp | 564 | $600.6K | 0.08% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 564 | $600.6K | 0.17% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 565 | $601.7K | 0.20% | −36−6.0% | Reduced |
| Estate Planners Group, LLC | 565 | $601.9K | 0.27% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 566 | $602.7K | 0.01% | −9,963−94.6% | Reduced |
| Fortitude Family Office, LLC | 566 | $602.7K | 0.12% | −26−4.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 567 | $603.8K | 0.14% | +518+1,057.1% | Added |
| Ninepoint Partners LP | 568 | $604.9K | 0.05% | −268−32.1% | Reduced |
| Miller Financial Services LLC | 569 | $605.9K | 0.49% | −374−39.7% | Reduced |
| Quantum Financial Partners LLC | 569 | $606.3K | 0.31% | +569 | New |
| KWB Wealth | 570 | $606.6K | 0.05% | +21+3.8% | Added |
| Madson Wealth Advisors Inc | 570 | $607.0K | 0.41% | +45+8.6% | Added |
| Henderson Brothers Financial Partners, LLC | 570 | $607.1K | 0.29% | −799−58.4% | Reduced |
| 4WEALTH Advisors, Inc. | 589 | $609.0K | 0.47% | −17−2.8% | Reduced |
| One Day In July LLC | 572 | $609.1K | 0.04% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 574 | $611.1K | 0.14% | −2−0.3% | Reduced |
| Win Advisors, Inc | 574 | $611.3K | 0.22% | +234+68.8% | Added |
| Arista Wealth Management, LLC | 575 | $612.3K | 0.07% | −130−18.4% | Reduced |
| Orion Investment Co | 575 | $612.3K | 0.18% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 576 | $613.0K | 0.40% | −9−1.5% | Reduced |
| Riverbend Wealth Management, LLC | 576 | $613.2K | 0.31% | −105−15.4% | Reduced |
| Consilio Wealth Advisors, LLC | 576 | $613.4K | 0.15% | +9+1.6% | Added |
| Maia Wealth LLC | 579 | $616.3K | 0.09% | +29+5.3% | Added |
| Affiance Financial, LLC | 578 | $616.5K | 0.09% | +23+4.1% | Added |
| Oak Associates, Ltd | 579 | $616.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 579 | $616.6K | 0.16% | 00.0% | Unchanged |
| Main Street Group, LTD | 579 | $616.7K | 0.14% | −15−2.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 708 | $616.7K | 0.37% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 579 | $617.0K | 0.15% | −56−8.8% | Reduced |
| Bedminster, LLC | 580 | $617.6K | 0.53% | −20−3.3% | Reduced |
| Krane Funds Advisors LLC | 580 | $617.6K | 0.02% | +580 | New |
| Integrity Advisory Solutions, LLC | 580 | $617.9K | 0.06% | +164+39.4% | Added |
| Financial Security Advisor, Inc. | 581 | $618.4K | 0.10% | +22+3.9% | Added |
| Talisman Wealth Advisors LLC | 581 | $618.6K | 0.48% | +33+6.0% | Added |
| IMA Wealth, Inc. | 581 | $618.7K | 0.04% | +409+237.8% | Added |
| Cascade Investment Group, Inc. | 582 | $619.8K | 0.35% | +29+5.2% | Added |
| Balentine LLC | 582 | $619.8K | 0.02% | +133+29.6% | Added |
| Cheviot Value Management, LLC | 583 | $620.8K | 0.06% | −10−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 583 | $620.8K | 0.07% | 00.0% | Unchanged |
| Red Wave Investments LLC | 583 | $621.0K | 0.16% | −53−8.3% | Reduced |
| Nova R Wealth, Inc. | 583 | $621.1K | 0.18% | −13−2.2% | Reduced |
| Safe Harbor Fiduciary, LLC | 584 | $621.9K | 0.48% | −115−16.5% | Reduced |
| Aspen Capital Management, LLC | 584 | $621.9K | 0.14% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 587 | $625.0K | 0.21% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 588 | $626.0K | 0.42% | +35+6.3% | Added |
| Krane Financial Solutions LLC | 588 | $626.5K | 0.39% | +1+0.2% | Added |
| Concentrum Wealth Management | 588 | $626.6K | 0.15% | +63+12.0% | Added |
| Value Investment Professionals, LLC | 590 | $628.4K | 0.53% | +1+0.2% | Added |
| M1 Capital Management LLC | 591 | $629.4K | 0.23% | −141−19.3% | Reduced |
| Brightwater Advisory LLC | 592 | $630.2K | 0.40% | −21−3.4% | Reduced |
| TrustWell Financial Advisors, LLC | 593 | $631.5K | 0.54% | +2+0.3% | Added |
| Argentarii, LLC | 749 | $631.7K | 0.19% | +61+8.9% | Added |
| Integral Investment Advisors, Inc. | 595 | $633.7K | 0.14% | +8+1.4% | Added |
| Coston, McIsaac & Partners | 596 | $634.0K | 0.13% | +59+11.0% | Added |
| Townsend & Associates, Inc | 734 | $634.2K | 0.05% | −31−4.1% | Reduced |
| MKT Advisors LLC | 678 | $637.1K | 0.20% | +6+0.9% | Added |
| Joseph P. Lucia & Associates, LLC | 599 | $637.4K | 0.19% | +56+10.3% | Added |
| Convergence Investment Partners, LLC | 599 | $637.4K | 0.06% | −107−15.2% | Reduced |
| Tolleson Wealth Management, Inc. | 600 | $638.9K | 0.09% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 600 | $638.9K | 0.36% | 00.0% | Unchanged |
| Wealthquest Corp | 600 | $638.9K | 0.04% | +162+37.0% | Added |
| Yarger Wealth Strategies, LLC | 672 | $639.8K | 0.23% | +20+3.1% | Added |
| Collaborative Fund Advisors, LLC | 601 | $640.0K | 0.37% | −18−2.9% | Reduced |
| Correct Capital Wealth Management | 601 | $640.0K | 0.11% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 601 | $640.0K | 0.05% | +12+2.0% | Added |
| Forza Wealth Management, LLC | 603 | $642.1K | 0.20% | −273−31.2% | Reduced |
| Bernicke Wealth Management, Ltd. | 604 | $643.4K | 0.07% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 605 | $644.3K | 0.54% | +305+101.7% | Added |
| Unison Asset Management LLC | 606 | $645.3K | 0.26% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 606 | $645.6K | 0.25% | +12+2.0% | Added |
| Crane Advisory, LLC | 737 | $646.2K | 0.09% | +1+0.1% | Added |
| Kapstone Financial Advisors LLC | 607 | $646.4K | 0.27% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 608 | $647.2K | 0.39% | −4−0.7% | Reduced |
| Piedmont Capital Management, LLC | 608 | $647.5K | 0.40% | +155+34.2% | Added |
| Capital City Trust Co | 609 | $648.5K | 0.13% | +300+97.1% | Added |
| Quantessence Capital LLC | 610 | $649.6K | 1.91% | +610 | New |
| Capital Counsel LLC | 611 | $650.7K | 0.03% | 00.0% | Unchanged |