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 |
|---|---|---|---|---|---|
| Granite FO LLC | 685 | $729.5K | 0.39% | 00.0% | Unchanged |
| MBA Advisors LLC | 686 | $730.3K | 0.25% | −72−9.5% | Reduced |
| N.E.W. Advisory Services LLC | 686 | $731.0K | 0.05% | −349−33.7% | Reduced |
| Key Financial Inc | 688 | $732.7K | 0.12% | −2,001−74.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 692 | $737.9K | 0.39% | +692 | New |
| Tandem Wealth Advisors LLC | 694 | $739.0K | 0.29% | +21+3.1% | Added |
| AXS Investments LLC | 699 | $744.4K | 0.21% | −205−22.7% | Reduced |
| Red Reef Advisors LLC | 700 | $745.4K | 0.69% | +14+2.0% | Added |
| Sterling Investment Counsel, LLC | 701 | $746.9K | 0.18% | −60−7.9% | Reduced |
| Phillips Wealth Planners LLC | 795 | $747.4K | 0.55% | −16−2.0% | Reduced |
| Eagle Wealth Advisors LLC | 702 | $747.6K | 0.57% | +36+5.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 703 | $748.9K | 0.05% | −3−0.4% | Reduced |
| Seamount Financial Group Inc | 703 | $748.9K | 0.30% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 704 | $749.6K | 0.10% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 704 | $749.7K | 0.10% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 706 | $751.8K | 0.05% | +6+0.9% | Added |
| Causey Wealth LLC | 707 | $752.9K | 0.29% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 708 | $754.0K | 0.04% | −75−9.6% | Reduced |
| DRW Securities, LLC | 709 | $755.0K | 0.04% | −3,035−81.1% | Reduced |
| Concorde Asset Management, LLC | 710 | $756.1K | 0.44% | +25+3.6% | Added |
| BancFirst Trust & Investment Management | 733 | $757.3K | 0.32% | +733 | New |
| Darden Wealth Group Inc | 711 | $757.5K | 0.30% | +201+39.4% | Added |
| Vista Capital Partners, Inc. | 712 | $758.2K | 0.07% | −113−13.7% | Reduced |
| Shufro Rose & Co LLC | 714 | $760.3K | 0.04% | −31−4.2% | Reduced |
| Abundance Wealth Counselors | 716 | $762.5K | 0.05% | +217+43.5% | Added |
| Manske Wealth Management | 719 | $765.7K | 0.19% | −154−17.6% | Reduced |
| MW Advisory, LLC | 719 | $765.7K | 0.31% | +719 | New |
| South Shore Capital Advisors | 722 | $768.9K | 0.51% | −57−7.3% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 724 | $771.0K | 0.30% | +724 | New |
| Heritage Family Offices, LLP | 724 | $771.0K | 0.30% | +335+86.1% | Added |
| Wealth Intelligence, LLC | 726 | $773.1K | 0.36% | −113−13.5% | Reduced |
| Bouchey Financial Group Ltd | 727 | $774.0K | 0.05% | −571−44.0% | Reduced |
| NFP Retirement, Inc. | 727 | $774.0K | 0.04% | −229−24.0% | Reduced |
| Clarity Wealth Advisors, LLC | 728 | $775.3K | 0.14% | −266−26.8% | Reduced |
| Eagle Capital Management, LLC | 730 | $777.0K | 0.27% | −140−16.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 730 | $777.4K | 0.20% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 730 | $777.4K | 0.16% | +25+3.5% | Added |
| Southern Financial Group, LLC | 731 | $779.4K | 0.20% | −99−11.9% | Reduced |
| Severin Investments, LLC | 732 | $779.4K | 0.59% | −584−44.4% | Reduced |
| Sunburst Financial Group, LLC | 733 | $780.6K | 0.13% | +121+19.8% | Added |
| American Trust | 733 | $780.6K | 0.06% | +247+50.8% | Added |
| Encompass More Asset Management | 734 | $781.9K | 0.11% | +294+66.8% | Added |
| Orion Capital Management LLC | 735 | $782.7K | 0.24% | +30+4.3% | Added |
| Altus Wealth Group LLC | 735 | $782.9K | 0.28% | +86+13.3% | Added |
| Wick Capital Partners, LLC | 736 | $783.8K | 0.12% | +47+6.8% | Added |
| Capstone Wealth Management Group, Inc. | 736 | $784.2K | 0.47% | +736 | New |
| Global X Japan Co., Ltd. | 737 | $784.8K | 0.03% | −194−20.8% | Reduced |
| JSF Financial, LLC | 738 | $785.4K | 0.13% | −14−1.9% | Reduced |
| Core Wealth Partners LLC | 738 | $785.9K | 0.33% | +38+5.4% | Added |
| SMART Wealth LLC | 739 | $786.5K | 0.17% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 739 | $787.4K | 0.07% | +6+0.8% | Added |
| TrueWealth Advisors, LLC | 740 | $788.4K | 0.18% | −55−6.9% | Reduced |
| jvl associates llc | 741 | $789.1K | 0.22% | +57+8.3% | Added |
| Barlow Wealth Partners, Inc. | 836 | $792.6K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 745 | $793.4K | 0.04% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 747 | $795.5K | 0.29% | 00.0% | Unchanged |
| Financial Life Planners | 747 | $795.9K | 0.51% | +556+291.1% | Added |
| Griffith & Werner, Inc. | 747 | $796.0K | 0.37% | −13−1.7% | Reduced |
| FNY Investment Advisers, LLC | 750 | $798.0K | 0.29% | +750 | New |
| Pingora Partners LLC | 750 | $798.7K | 0.47% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 750 | $798.7K | 0.12% | +23+3.2% | Added |
| Client 1st Advisory Group, LLC | 750 | $798.7K | 0.21% | +94+14.3% | Added |
| MinichMacGregor Wealth Management, LLC | 750 | $798.7K | 0.12% | −41−5.2% | Reduced |
| Archer Investment Corp | 750 | $799.0K | 0.15% | −90−10.7% | Reduced |
| Longview Financial Advisors LLC | 751 | $799.7K | 0.40% | −387−34.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 751 | $799.7K | 0.17% | +1+0.1% | Added |
| Commerce Advisors, LLC | 752 | $800.5K | 0.43% | +11+1.5% | Added |
| General Partner, Inc. | 752 | $800.8K | 0.43% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 752 | $801.0K | 0.55% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 755 | $804.0K | 0.82% | 00.0% | Unchanged |
| Elm Partners Management LLC | 756 | $805.0K | 0.03% | +2+0.3% | Added |
| Bennett Associates Wealth Management | 756 | $805.1K | 0.50% | +3+0.4% | Added |
| Buffalo Business & Estate Services Ltd | – | $805.3K | 0.10% | – | – |
| New World Advisors LLC | 757 | $806.1K | 0.14% | −21−2.7% | Reduced |
| Pacific Center for Financial Services | 759 | $808.1K | 0.18% | +1+0.1% | Added |
| Kondo Wealth Advisors, Inc. | 761 | $810.4K | 0.27% | +7+0.9% | Added |
| PCG Asset Management, LLC | 762 | $811.5K | 0.58% | −48−5.9% | Reduced |
| EdgeRock Capital LLC | 763 | $812.2K | 0.19% | +145+23.5% | Added |
| Bright Financial Advisors, Inc. | 763 | $813.2K | 0.34% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 764 | $814.4K | 0.19% | +28+3.8% | Added |
| Prota Financial, LLC | 822 | $814.9K | 0.54% | −118−12.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 766 | $815.7K | 0.10% | +21+2.8% | Added |
| Liberty Wealth Management LLC | 1,153 | $816.8K | 0.10% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 768 | $817.7K | 0.29% | +7+0.9% | Added |
| MRP Capital Investments, LLC | 770 | $820.0K | 0.60% | −25−3.1% | Reduced |
| Petros Family Wealth, LLC | 771 | $821.1K | 0.50% | −2−0.3% | Reduced |
| Second Half Financial Partners, LLC | 771 | $821.3K | 0.34% | −20−2.5% | Reduced |
| Tenet Wealth Partners, LLC | 942 | $822.6K | 0.61% | +942 | New |
| J. Derek Lewis & Associates Inc. | 773 | $823.4K | 0.16% | +17+2.2% | Added |
| Signature Equity Partners, LLC | 775 | $825.1K | 0.38% | −99−11.3% | Reduced |
| MPS Loria Financial Planners, LLC | 776 | $826.1K | 0.19% | +2+0.3% | Added |
| Meadowbrook Wealth Management, LLC | 835 | $827.8K | 0.89% | −475−36.3% | Reduced |
| Atala Financial Inc | 778 | $828.5K | 0.51% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 778 | $828.9K | 0.03% | +73+10.4% | Added |
| Roble, Belko & Company, Inc | 779 | $830.0K | 0.09% | 00.0% | Unchanged |
| DV Trading LLC | 780 | $830.6K | 0.07% | −2,342−75.0% | Reduced |
| Donalies Financial Planning, LLC | 781 | $831.2K | 0.61% | +1+0.1% | Added |
| Alpine Woods Capital Investors, LLC | 781 | $831.7K | 0.19% | −40−4.9% | Reduced |
| Rebalance, LLC | 781 | $831.7K | 0.04% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 938 | $833.5K | 0.25% | −147−13.5% | Reduced |