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 |
|---|---|---|---|---|---|
| Conscious Wealth Investments, LLC | 732 | $651.5K | 0.33% | +74+11.2% | Added |
| Rydar Equities, Inc. | 733 | $652.2K | 0.37% | +183+33.3% | Added |
| Hall Capital Management Co Inc | 613 | $652.8K | 0.20% | 00.0% | Unchanged |
| Clarus Group, Inc. | 614 | $654.0K | 0.22% | +1+0.2% | Added |
| Peak Retirement Planning, Inc. | 614 | $654.1K | 0.10% | +20+3.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 615 | $654.9K | 0.14% | +24+4.1% | Added |
| Wiregrass Investment Management LLC | 615 | $655.2K | 0.45% | −221−26.4% | Reduced |
| CAP Partners, LLC | 617 | $656.9K | 0.32% | −70−10.2% | Reduced |
| McLean Asset Management Corp | 806 | $657.1K | 0.09% | −17−2.1% | Reduced |
| Stoneridge Investment Partners LLC | 808 | $658.0K | 0.43% | +808 | New |
| one8zero8, LLC | 619 | $658.6K | 0.13% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 619 | $659.0K | 0.03% | 00.0% | Unchanged |
| E6 Portfolios, LLC | 620 | $659.7K | 0.53% | +11+1.8% | Added |
| Rede Wealth, LLC | 622 | $661.9K | 0.22% | −24−3.7% | Reduced |
| Invested Advisors | 622 | $662.4K | 0.59% | −19−3.0% | Reduced |
| Bank of New Hampshire | 623 | $663.4K | 0.14% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 769 | $664.4K | 0.08% | +19+2.5% | Added |
| Jmac Enterprises LLC | 624 | $664.5K | 0.11% | +20+3.3% | Added |
| Baxter Bros Inc | 625 | $665.6K | 0.08% | 00.0% | Unchanged |
| Private Management Group Inc | 625 | $665.7K | 0.02% | −7−1.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 626 | $666.3K | 0.25% | 00.0% | Unchanged |
| Traub Capital Management LLC | 627 | $668.0K | 0.60% | −90−12.6% | Reduced |
| Permanens Capital L.P. | 628 | $668.8K | 0.07% | +628 | New |
| Uhlmann Price Securities, LLC | 629 | $669.8K | 0.02% | −2−0.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 629 | $669.8K | 0.24% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 630 | $670.9K | 0.30% | 00.0% | Unchanged |
| DORVAL Corp | 630 | $670.9K | 0.19% | +130+26.0% | Added |
| Omnia Family Wealth, LLC | 631 | $672.0K | 0.18% | −5−0.8% | Reduced |
| Cascade Financial Partners, LLC | 631 | $672.0K | 0.06% | −16−2.5% | Reduced |
| Beacon Capital Management, LLC | 631 | $672.4K | 0.10% | −34−5.1% | Reduced |
| Meritas Wealth Management, LLC | 632 | $673.0K | 0.26% | 00.0% | Unchanged |
| Saranac Partners Ltd | 632 | $673.0K | 0.22% | +632 | New |
| Hilltop Partners LLC | 633 | $673.9K | 0.16% | +42+7.1% | Added |
| Landmark Wealth Management, Inc. | 633 | $674.1K | 0.22% | +133+26.6% | Added |
| Sather Financial Group Inc | 633 | $674.1K | 0.04% | +633 | New |
| Good Steward Wealth Advisors,LLC | 635 | $676.2K | 0.41% | −267−29.6% | Reduced |
| OneAscent Investment Solutions LLC | 635 | $676.2K | 0.64% | +55+9.5% | Added |
| Virtue Capital Management, LLC | 638 | $679.4K | 0.09% | −673−51.3% | Reduced |
| S Harris Financial Group, LLC | 640 | $681.6K | 0.53% | −40−5.9% | Reduced |
| Strategic Financial Concepts, LLC | 640 | $681.8K | 0.20% | +69+12.1% | Added |
| Fjell Capital, LLC | 641 | $682.6K | 0.47% | +199+45.0% | Added |
| GLR Partners, LLC | 642 | $683.7K | 0.32% | −9−1.4% | Reduced |
| LifeGoal Wealth Advisors | 642 | $683.7K | 0.31% | +64+11.1% | Added |
| Optima Capital LLC | 643 | $684.7K | 0.27% | +2+0.3% | Added |
| Cannon Financial Strategists, Inc. | 645 | $686.9K | 0.08% | +645 | New |
| Morton Capital Management LLC | 646 | $687.4K | 0.09% | −38−5.6% | Reduced |
| Flatrock Wealth Partners LLC | 646 | $687.6K | 0.27% | +13+2.1% | Added |
| Financial Planning Hawaii, Inc. | 646 | $687.9K | 0.37% | −60−8.5% | Reduced |
| Wealthcare Capital Partners, LLC | 646 | $688.2K | 0.28% | +1+0.2% | Added |
| Washington Trust Bank | 647 | $689.0K | 0.05% | −157−19.5% | Reduced |
| Financial Perspectives, Inc | 648 | $690.1K | 0.17% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 648 | $690.1K | 0.23% | +70+12.1% | Added |
| Grantvest Financial Group LLC | 648 | $690.1K | 0.40% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 649 | $691.4K | 0.27% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 653 | $695.6K | 0.16% | +158+31.9% | Added |
| First Commonwealth Financial Corp | 655 | $697.5K | 0.10% | −1,852−73.9% | Reduced |
| Westco Advisory Services Inc | 655 | $697.5K | 0.42% | −110−14.4% | Reduced |
| Ballew Advisors, Inc | 724 | $697.5K | 0.36% | −11−1.5% | Reduced |
| Verus Financial Partners, Inc. | 656 | $699.1K | 0.06% | −354−35.0% | Reduced |
| Tower Wealth Partners, Inc. | 657 | $699.6K | 0.35% | −2−0.3% | Reduced |
| KDT Advisors, LLC | 657 | $699.6K | 0.97% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 659 | $701.5K | 0.05% | +659 | New |
| Adkins Seale Capital Management LLC | 660 | $702.8K | 0.63% | −38−5.4% | Reduced |
| TSA Wealth Managment LLC | 661 | $703.9K | 0.20% | +64+10.7% | Added |
| Mayport, LLC | 663 | $706.0K | 0.11% | −41−5.8% | Reduced |
| Orgel Wealth Management, LLC | 663 | $706.0K | 0.01% | −3−0.5% | Reduced |
| Cyr Financial Inc. | 663 | $706.3K | 0.37% | +3+0.5% | Added |
| Freedom Financial Partners LLC | 664 | $707.3K | 0.23% | −100−13.1% | Reduced |
| Private Client Services, LLC | 665 | $707.9K | 0.19% | +188+39.4% | Added |
| Partners Wealth Management, LLC | 665 | $708.2K | 0.69% | −187−21.9% | Reduced |
| RFG Holdings, Inc. | 665 | $708.2K | 0.15% | +9+1.4% | Added |
| Solidarilty Wealth, LLC | 666 | $709.2K | 0.12% | +20+3.1% | Added |
| Valtinson Bruner Financial Planning LLC | 666 | $709.5K | 0.18% | +10+1.5% | Added |
| Patron Partners Advisors, LLC | 668 | $711.4K | 0.27% | +148+28.5% | Added |
| Howard Financial Services, Ltd. | 669 | $711.9K | 0.07% | +37+5.9% | Added |
| Leverty Financial Group, LLC | 670 | $713.0K | 0.14% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 670 | $713.5K | 0.14% | −70−9.5% | Reduced |
| Centerpoint Advisory Group | 670 | $713.5K | 0.45% | −25−3.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 670 | $713.5K | 0.22% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 671 | $714.7K | 0.07% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 673 | $716.7K | 0.08% | +135+25.1% | Added |
| REAP Financial Group, LLC | 675 | $718.5K | 0.12% | −282−29.5% | Reduced |
| McDonald Partners LLC | 675 | $718.8K | 0.17% | +25+3.8% | Added |
| Ballast Advisors LLC | 676 | $719.9K | 0.17% | 00.0% | Unchanged |
| Human Investing LLC | 676 | $720.3K | 0.09% | +2+0.3% | Added |
| Blalock Williams, LLC | 677 | $720.9K | 0.47% | +91+15.5% | Added |
| Doheny Asset Management | 677 | $721.0K | 0.42% | +50+8.0% | Added |
| Aletheian Wealth Advisors LLC | 678 | $722.0K | 0.31% | +42+6.6% | Added |
| truNorth Financial Services, Inc. | 678 | $722.2K | 0.65% | +3+0.4% | Added |
| Impact Partnership Wealth, LLC | 678 | $722.3K | 0.07% | +63+10.2% | Added |
| Aviance Capital Partners, LLC | 679 | $722.9K | 0.08% | +103+17.9% | Added |
| Hoey Investments, Inc | 679 | $723.1K | 0.10% | +141+26.2% | Added |
| Prudent Man Advisors, LLC | 0 | $723.4K | 0.17% | 0 | Unchanged |
| Coco Enterprises, LLC | 732 | $724.2K | 0.37% | 00.0% | Unchanged |
| Penobscot Wealth Management | 681 | $724.7K | 0.19% | −1−0.1% | Reduced |
| Dynasty Wealth Management, LLC | 681 | $725.1K | 0.01% | +328+92.9% | Added |
| Clay Northam Wealth Management, LLC | 681 | $725.2K | 0.36% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 682 | $726.1K | 0.22% | −4−0.6% | Reduced |
| Unique Wealth, LLC | 683 | $727.3K | 0.08% | +48+7.6% | Added |
| Pioneer Trust Bank N A | 683 | $727.3K | 0.16% | 00.0% | Unchanged |