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 |
|---|---|---|---|---|---|
| Phoenix Wealth Advisors | 867 | $923.3K | 0.31% | +219+33.8% | Added |
| American Institute for Advanced Investment Management, LLP | 869 | $925.4K | 0.53% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 869 | $925.4K | 0.76% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 870 | $926.1K | 0.07% | −218−20.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 870 | $926.5K | 0.16% | −120−12.1% | Reduced |
| Sand Hill Global Advisors, LLC | 871 | $927.5K | 0.03% | −22−2.5% | Reduced |
| Luts & Greenleigh Group, Inc | 871 | $927.8K | 0.70% | −21−2.4% | Reduced |
| OneAscent Family Office, LLC | 871 | $928.0K | 0.47% | +483+124.5% | Added |
| Eclectic Associates Inc | 872 | $928.5K | 0.11% | −8−0.9% | Reduced |
| Towerpoint Wealth, LLC | 872 | $928.6K | 0.32% | +545+166.7% | Added |
| Legacy Edge Advisors, LLC | 873 | $929.7K | 0.09% | −28−3.1% | Reduced |
| denkapparat Operations GmbH | 874 | $930.7K | 0.30% | 00.0% | Unchanged |
| Willow Creek Capital Management, Inc. | 874 | $930.7K | 0.90% | +874 | New |
| Novare Capital Management LLC | 875 | $931.5K | 0.07% | −28−3.1% | Reduced |
| Sepio Capital, LP | 876 | $933.0K | 0.05% | −97−10.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 944 | $936.2K | 0.11% | +11+1.2% | Added |
| Winslow Asset Management Inc | 880 | $937.0K | 0.16% | −5−0.6% | Reduced |
| Private Advisory Group LLC | 881 | $937.9K | 0.05% | +1+0.1% | Added |
| Certified Advisory Corp | 882 | $939.0K | 0.08% | +87+10.9% | Added |
| Castle Rock Wealth Management, LLC | 949 | $941.0K | 0.18% | +113+13.5% | Added |
| United Community Bank | 884 | $941.4K | 0.29% | −282−24.2% | Reduced |
| Community Trust & Investment Co | 884 | $941.4K | 0.05% | +104+13.3% | Added |
| Waterford Advisors, LLC | 885 | $942.4K | 0.26% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 885 | $942.6K | 0.23% | +350+65.4% | Added |
| London & Capital Asset Management Ltd | 888 | $945.3K | 0.01% | +226+34.1% | Added |
| Chemistry Wealth Management LLC | 888 | $945.6K | 0.15% | −6−0.7% | Reduced |
| Berkeley Capital Partners, LLC | 888 | $945.6K | 0.19% | +87+10.9% | Added |
| First United Bank Trust | 893 | $951.0K | 0.27% | −30−3.3% | Reduced |
| Old Second National Bank of Aurora | 893 | $951.0K | 0.18% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 893 | $951.0K | 0.11% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 893 | $951.1K | 0.08% | +30+3.5% | Added |
| GDS Wealth Management | 894 | $952.0K | 0.05% | +894 | New |
| Banyan Capital Management, Inc. | 895 | $953.1K | 0.41% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 900 | $958.0K | 0.00% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 900 | $958.4K | 0.73% | 00.0% | Unchanged |
| Blue Capital, Inc. | 900 | $958.4K | 0.61% | −17−1.9% | Reduced |
| PenderFund Capital Management Ltd. | 900 | $958.4K | 0.12% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,090 | $959.1K | 0.38% | +569+109.2% | Added |
| Haven Private, LLC | 903 | $961.6K | 0.37% | −198−18.0% | Reduced |
| Crestmont Private Wealth LLC | 905 | $963.7K | 0.27% | −155−14.6% | Reduced |
| Hutchinson Capital Management | 905 | $963.7K | 0.17% | −27−2.9% | Reduced |
| Elk River Wealth Management, LLC | 905 | $964.0K | 0.15% | 00.0% | Unchanged |
| Athena Investment Management | 906 | $964.8K | 0.57% | −381−29.6% | Reduced |
| Rational Advisors LLC | 908 | $966.9K | 0.09% | −884−49.3% | Reduced |
| Kesler, Norman & Wride, LLC | 909 | $967.8K | 0.15% | +909 | New |
| Wagner Wealth Management, Corp | 909 | $968.0K | 0.78% | −109−10.7% | Reduced |
| Manchester Financial Inc | 913 | $971.8K | 0.17% | +1+0.1% | Added |
| Laraway Financial Inc | 913 | $972.3K | 0.59% | 00.0% | Unchanged |
| Bender Robert & Associates | 916 | $975.4K | 0.20% | −8−0.9% | Reduced |
| DeDora Capital, Inc. | 919 | $978.3K | 0.21% | −16−1.7% | Reduced |
| Johnson Financial Group, LLC | 919 | $978.6K | 0.05% | +304+49.4% | Added |
| BXM Wealth LLC | 919 | $978.6K | 0.53% | −15−1.6% | Reduced |
| Abacus Wealth Partners, LLC | 919 | $978.6K | 0.10% | +15+1.7% | Added |
| O'Rourke & Company, Inc | 920 | $980.1K | 0.34% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 922 | $981.5K | 0.30% | −77−7.7% | Reduced |
| Anchor Capital Advisors LLC | 922 | $981.8K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 922 | $981.8K | 0.10% | +383+71.1% | Added |
| Peterson Wealth Advisors, LLC | 922 | $982.0K | 0.12% | +5+0.5% | Added |
| Capstone Wealth Management, Inc. | 979 | $982.6K | 0.74% | +2+0.2% | Added |
| Mullaney, Keating & Wright, Inc. | 925 | $985.0K | 0.48% | 00.0% | Unchanged |
| Lake Hills Wealth Management, LLC | 927 | $987.2K | 0.45% | +927 | New |
| Key Client Fiduciary Advisors, LLC | 928 | $988.1K | 0.29% | +1+0.1% | Added |
| Rockingstone Advisors LLC | 929 | $989.3K | 0.40% | −2−0.2% | Reduced |
| Syverson Strege & Co | 932 | $992.5K | 0.22% | +7+0.8% | Added |
| James J. Burns & Company, LLC | 932 | $992.8K | 0.11% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 933 | $993.3K | 0.16% | +28+3.1% | Added |
| Medallion Wealth Advisors, LLC | 932 | $993.8K | 0.33% | −5−0.5% | Reduced |
| HighRoad Wealth Advisors, LLC | 935 | $995.7K | 0.84% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 937 | $997.5K | 0.12% | −69−6.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 937 | $997.8K | 0.28% | +117+14.3% | Added |
| Sagewood Asset Management LP | 937 | $997.8K | 0.23% | +482+105.9% | Added |
| Smithbridge Asset Management Inc | 938 | $998.5K | 0.14% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 938 | $998.9K | 0.09% | +18+2.0% | Added |
| Garden State Investment Advisory Services LLC | 939 | $1.00M | 0.20% | −67−6.7% | Reduced |
| South Street Advisors LLC | 940 | $1.00M | 0.13% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 942 | $1.00M | 0.54% | +277+41.7% | Added |
| Arsenal Capital Advisors LLC | 944 | $1.01M | 0.59% | −95−9.1% | Reduced |
| Smith Thornton Advisors LLC | 1,080 | $1.01M | 0.44% | +184+20.5% | Added |
| Wedgewood Investors Inc | 948 | $1.01M | 1.04% | +15+1.6% | Added |
| Ring Mountain Capital, LLC | 949 | $1.01M | 0.42% | +6+0.6% | Added |
| Laurion Capital Management LP | 950 | $1.01M | 0.07% | −13,549−93.4% | Reduced |
| Abbot Financial Management, Inc. | 950 | $1.01M | 0.37% | 00.0% | Unchanged |
| Sienna Gestion | 972 | $1.02M | 0.06% | +972 | New |
| Lodestar Private Asset Management LLC | 958 | $1.02M | 0.09% | −65−6.4% | Reduced |
| Meredith Wealth Planning | 958 | $1.02M | 0.24% | −22−2.2% | Reduced |
| Signet Private Wealth LLC | 958 | $1.02M | 0.81% | +47+5.2% | Added |
| UMA Financial Services, Inc. | 964 | $1.03M | 0.12% | +55+6.1% | Added |
| Holistic Planning, LLC | 966 | $1.03M | 0.16% | +76+8.5% | Added |
| Dala Group, LLC | 967 | $1.03M | 0.85% | −76−7.3% | Reduced |
| TriCert Investment Counsel Inc. | 967 | $1.03M | 0.10% | +967 | New |
| Bearing Point Capital, LLC | 968 | $1.03M | 0.14% | +21+2.2% | Added |
| Braun-Bostich & Associates Inc. | 971 | $1.03M | 0.58% | −207−17.6% | Reduced |
| Harvest Investment Services, LLC | 971 | $1.03M | 0.16% | +284+41.3% | Added |
| Second Line Capital, LLC | 972 | $1.04M | 0.19% | −66−6.4% | Reduced |
| Lynx Investment Advisory | 972 | $1.04M | 0.34% | −129−11.7% | Reduced |
| Requisite Capital Management, LLC | 972 | $1.04M | 0.17% | +86+9.7% | Added |
| Stableford Capital II LLC | 973 | $1.04M | 0.36% | −380−28.1% | Reduced |
| Vision Capital Management, Inc. | 973 | $1.04M | 0.12% | +200+25.9% | Added |
| Syntegra Private Wealth Group, LLC | 973 | $1.04M | 0.08% | +29+3.1% | Added |
| Glass Wealth Management Co LLC | 977 | $1.04M | 0.35% | 00.0% | Unchanged |