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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 783 | $833.8K | 0.41% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 785 | $835.5K | 0.47% | −11−1.4% | Reduced |
| Taylor Securities Services, Inc. | 785 | $835.9K | 0.34% | +3+0.4% | Added |
| Encompass Wealth Advisors, LLC | 785 | $835.9K | 0.25% | +30+4.0% | Added |
| Horizon Financial Services, LLC | 786 | $837.0K | 0.32% | +758+2,707.1% | Added |
| Fieldview Capital Management, LLC | 787 | $838.1K | 0.24% | +787 | New |
| Eaton Financial Holdings Company, LLC | 787 | $838.2K | 0.23% | −225−22.2% | Reduced |
| Disciplined Investments, LLC | 788 | $838.8K | 0.27% | +1+0.1% | Added |
| Canvas Wealth Advisors, LLC | 790 | $841.3K | 0.12% | −147−15.7% | Reduced |
| Reyes Financial Architecture, Inc. | 791 | $842.3K | 0.47% | −50−5.9% | Reduced |
| Jacobsen Capital Management | 791 | $842.3K | 0.25% | +13+1.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 794 | $845.5K | 0.11% | +17+2.2% | Added |
| Mma Asset Management LLC | 795 | $846.6K | 0.27% | −58−6.8% | Reduced |
| Aspen Grove Capital, LLC | 795 | $846.6K | 0.12% | 00.0% | Unchanged |
| Targeted Financial Services LLC | 795 | $846.6K | 0.62% | +165+26.2% | Added |
| WBI Investments | 796 | $847.8K | 0.21% | +796 | New |
| Trilogy Capital Inc. | 796 | $847.8K | 0.03% | +52+7.0% | Added |
| TCFG Investment Advisors, LLC | 798 | $849.7K | 0.29% | −12−1.5% | Reduced |
| Elser Financial Planning, Inc | 798 | $849.8K | 0.04% | −481−37.6% | Reduced |
| D.B. Root & Company, LLC | 798 | $849.8K | 0.18% | −32−3.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 799 | $850.9K | 0.07% | +799 | New |
| ISAM Funds (UK) Ltd | 800 | $851.9K | 0.60% | +332+70.9% | Added |
| Mount Vernon Associates Inc | 800 | $852.0K | 0.56% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 805 | $857.2K | 0.18% | −176−17.9% | Reduced |
| Myriad Asset Management US LP | 806 | $858.0K | 1.19% | −202−20.0% | Reduced |
| Daner Wealth Management, LLC | 1,004 | $858.3K | 0.47% | +4+0.4% | Added |
| Revolve Wealth Partners, LLC | 806 | $858.8K | 0.09% | +29+3.7% | Added |
| LeConte Wealth Management, LLC | 808 | $859.9K | 0.47% | +85+11.8% | Added |
| Jupiter Wealth Management LLC | 808 | $860.4K | 0.34% | 00.0% | Unchanged |
| Teucrium Investment Advisors, LLC | 809 | $861.5K | 0.77% | −664−45.1% | Reduced |
| Sageworth Trust Co | 810 | $862.6K | 0.03% | −323−28.5% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 811 | $863.6K | 0.73% | +118+17.0% | Added |
| Red Mountain Financial, LLC | 811 | $863.7K | 0.72% | −81−9.1% | Reduced |
| AXA S.A. | 957 | $864.5K | 1.01% | −36−3.6% | Reduced |
| Costello Asset Management, INC | 812 | $864.7K | 0.26% | −83−9.3% | Reduced |
| Salomon & Ludwin, LLC | 874 | $866.7K | 0.07% | +1+0.1% | Added |
| Cannon Wealth Management Services, LLC | 815 | $867.9K | 0.47% | +50+6.5% | Added |
| Prostatis Group LLC | 815 | $868.0K | 0.20% | −90−9.9% | Reduced |
| Compass Financial Group, INC | 815 | $868.4K | 0.10% | −250−23.5% | Reduced |
| Capstone Triton Financial Group, LLC | 816 | $869.4K | 0.50% | +816 | New |
| Aspetuck Financial Management LLC | 817 | $870.0K | 0.51% | +17+2.1% | Added |
| Intrepid Capital Management Inc | 817 | $870.0K | 0.31% | +54+7.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 818 | $871.1K | 0.27% | −19−2.3% | Reduced |
| Capitol Family Office, Inc. | 819 | $872.2K | 0.92% | +127+18.4% | Added |
| JMN Financial LLC | 819 | $872.2K | 0.68% | +324+65.5% | Added |
| One Charles Private Wealth Services, LLC | 820 | $872.9K | 0.20% | +8+1.0% | Added |
| GW Henssler & Associates Ltd | 820 | $873.2K | 0.04% | +3+0.4% | Added |
| Vigilare Wealth Management | 821 | $874.6K | 0.27% | +10+1.2% | Added |
| Investment Research Partners LLC | 822 | $874.8K | 0.30% | +12+1.5% | Added |
| Stevens Capital Management LP | 822 | $875.0K | 0.21% | +822 | New |
| M.E. Allison & Co., Inc. | 822 | $875.3K | 0.50% | −25−3.0% | Reduced |
| Oliver Luxxe Assets LLC | 823 | $876.4K | 0.13% | −439−34.8% | Reduced |
| JT Stratford LLC | 823 | $876.4K | 0.10% | −383−31.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,049 | $878.4K | 0.36% | +333+46.5% | Added |
| Genesis Financial Group, LLC | 825 | $878.9K | 0.57% | 00.0% | Unchanged |
| Tulsa Wealth Advisors, INC | 827 | $880.5K | 0.12% | +55+7.1% | Added |
| DF Dent & Co Inc | 827 | $880.7K | 0.02% | −25−2.9% | Reduced |
| TCP Asset Management, LLC | 829 | $882.8K | 0.10% | −16−1.9% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 829 | $883.3K | 0.75% | −57−6.4% | Reduced |
| KMT Wealth Management, LLC | 829 | $883.3K | 0.75% | +829 | New |
| Aldebaran Financial Inc. | 830 | $883.9K | 0.72% | +42+5.3% | Added |
| Nautilus Advisors LLC | 928 | $884.0K | 0.52% | 00.0% | Unchanged |
| Centric Wealth Management | 1,012 | $885.1K | 0.14% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 831 | $885.3K | 0.24% | −8−1.0% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 832 | $885.5K | 0.37% | −14−1.7% | Reduced |
| Dash Acquisitions Inc. | 1,035 | $885.5K | 0.18% | +1,035 | New |
| Accretive Wealth Partners, LLC | 833 | $887.1K | 0.22% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 833 | $887.1K | 0.17% | −10,035−92.3% | Reduced |
| Retiremitten Financial LLC | 834 | $888.0K | 0.37% | +5+0.6% | Added |
| Kera Capital Partners, Inc. | 834 | $888.1K | 0.09% | −69−7.6% | Reduced |
| Mascagni Wealth Management, Inc. | 836 | $890.0K | 0.55% | +1+0.1% | Added |
| RHL Group, LLC | 836 | $890.3K | 0.74% | +4+0.5% | Added |
| Caitong International Asset Management Co., Ltd | 838 | $892.4K | 0.12% | −641−43.3% | Reduced |
| USA Financial Formulas | 840 | $894.5K | 0.16% | +840 | New |
| WestHill Financial Advisors, Inc. | 841 | $895.6K | 0.15% | −570−40.4% | Reduced |
| Adams Wealth Management | 841 | $895.6K | 0.17% | −25−2.9% | Reduced |
| WealthBridge Capital Management, LLC | 842 | $896.6K | 0.18% | +2+0.2% | Added |
| ICW Investment Advisors LLC | 842 | $897.2K | 0.31% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 843 | $897.7K | 0.23% | +843 | New |
| STAR Financial Bank | 844 | $898.8K | 0.37% | −6−0.7% | Reduced |
| Claro Advisors LLC | 846 | $900.4K | 0.09% | +94+12.5% | Added |
| SOA Wealth Advisors, LLC. | 848 | $902.6K | 0.15% | −65−7.1% | Reduced |
| First Bank & Trust | 849 | $904.1K | 0.13% | +223+35.6% | Added |
| Signature Resources Capital Management, LLC | 850 | $904.8K | 0.36% | +46+5.7% | Added |
| Financial Council Asset Management Inc | 850 | $905.2K | 0.29% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 851 | $906.2K | 0.13% | +6+0.7% | Added |
| Jackson Thornton Asset Management, LLC | 851 | $906.2K | 0.07% | +101+13.5% | Added |
| Stonebridge Financial Planning Group, LLC | 854 | $908.9K | 0.29% | +18+2.2% | Added |
| Peddock Capital Advisors, LLC | 854 | $909.8K | 0.18% | +166+24.1% | Added |
| waypoint wealth counsel | 856 | $911.7K | 0.57% | +75+9.6% | Added |
| Meridian Financial Partners LLC | 997 | $912.0K | 0.31% | −232−18.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 858 | $914.0K | 0.35% | −60−6.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 859 | $915.0K | 0.11% | +4+0.5% | Added |
| Vanguard National Trust Co | 860 | $915.8K | 0.05% | −149−14.8% | Reduced |
| Axim Planning & Wealth | 860 | $915.8K | 1.29% | +28+3.4% | Added |
| Monte Financial Group, LLC | 1,124 | $915.8K | 0.29% | −21−1.8% | Reduced |
| Old North State Trust, LLC | 864 | $920.0K | 0.47% | 00.0% | Unchanged |
| Wallace Hart LLC | 864 | $920.1K | 0.57% | +864 | New |
| Foster Victor Wealth Advisors, LLC | 986 | $920.3K | 0.05% | +173+21.3% | Added |
| Holland Advisory Services, Inc. | 865 | $921.0K | 1.02% | 00.0% | Unchanged |