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 |
|---|---|---|---|---|---|
| Central Valley Advisors, LLC | 977 | $1.04M | 0.27% | 00.0% | Unchanged |
| RW Investment Management LLC | 978 | $1.04M | 0.09% | 00.0% | Unchanged |
| Fosun International Ltd | 978 | $1.04M | 0.23% | 00.0% | Unchanged |
| Wealth Management Nebraska | 978 | $1.04M | 0.09% | −61−5.9% | Reduced |
| Raleigh Capital Management Inc. | 979 | $1.04M | 0.33% | −624−38.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 979 | $1.04M | 0.22% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 980 | $1.04M | 0.45% | +904+1,189.5% | Added |
| True Wealth Design, LLC | 980 | $1.04M | 0.25% | −37−3.6% | Reduced |
| Shrier Wealth Management, LLC | 982 | $1.05M | 0.35% | +338+52.5% | Added |
| Formidable Asset Management, LLC | 1,478 | $1.05M | 0.17% | +170+13.0% | Added |
| Personal Cfo Solutions, LLC | 984 | $1.05M | 0.15% | −41−4.0% | Reduced |
| Trust Co of Kansas | 985 | $1.05M | 0.54% | −100−9.2% | Reduced |
| First Financial Corp | 987 | $1.05M | 0.36% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 987 | $1.05M | 0.13% | −312−24.0% | Reduced |
| Falcon Wealth Planning | 989 | $1.05M | 0.07% | +54+5.8% | Added |
| Texas Bank & Trust Co | 989 | $1.05M | 0.35% | +183+22.7% | Added |
| Beacon Financial Group | 991 | $1.06M | 0.10% | +68+7.4% | Added |
| CFC Planning Co LLC | 994 | $1.06M | 0.63% | −41−4.0% | Reduced |
| Rothschild Capital Partners, LLC | 996 | $1.06M | 0.23% | +2+0.2% | Added |
| U S Global Investors Inc | 1,000 | $1.06M | 0.10% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,000 | $1.06M | 0.13% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,000 | $1.06M | 0.54% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $1.06M | 0.32% | 00.0% | Unchanged |
| Davidson Trust Co | 1,000 | $1.06M | 0.42% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,001 | $1.07M | 0.10% | +688+219.8% | Added |
| Warther Private Wealth, LLC | 1,001 | $1.07M | 0.23% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,002 | $1.07M | 0.14% | 00.0% | Unchanged |
| U S Wealth Group, LLC. | 1,003 | $1.07M | 0.64% | +1,003 | New |
| First Western Trust Bank | 1,004 | $1.07M | 0.05% | +4+0.4% | Added |
| Private Wealth Partners, LLC | 1,007 | $1.07M | 0.08% | −20−1.9% | Reduced |
| Atlas Legacy Advisors, LLC | 1,096 | $1.07M | 0.16% | +197+21.9% | Added |
| Intesa Sanpaolo Wealth Management | 1,008 | $1.07M | 0.21% | +189+23.1% | Added |
| CWS Financial Advisors, LLC | 1,009 | $1.07M | 0.24% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,010 | $1.08M | 0.23% | −7−0.7% | Reduced |
| CCG Wealth Management, LLC | 1,011 | $1.08M | 0.25% | +11+1.1% | Added |
| Bingham Private Wealth, LLC | 1,012 | $1.08M | 0.74% | +26+2.6% | Added |
| Arbor Investment Advisors, LLC | 1,013 | $1.08M | 0.12% | −1−0.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,017 | $1.08M | 0.57% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,017 | $1.08M | 0.10% | +2+0.2% | Added |
| Channel Wealth LLC | 1,018 | $1.08M | 0.24% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,018 | $1.08M | 0.08% | −151−12.9% | Reduced |
| Manchester Capital Management LLC | 1,021 | $1.09M | 0.14% | +36+3.7% | Added |
| Hanlon Investment Management, Inc. | 1,023 | $1.09M | 0.58% | −286−21.8% | Reduced |
| Fairfield, Bush & Co. | 1,024 | $1.09M | 0.54% | −26−2.5% | Reduced |
| Aigen Investment Management, LP | 1,025 | $1.09M | 0.30% | +1,025 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,025 | $1.09M | 1.49% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,026 | $1.09M | 0.01% | +113+12.4% | Added |
| Verity Asset Management, Inc. | 1,027 | $1.09M | 0.41% | −417−28.9% | Reduced |
| Capital Financial Group Inc | 1,027 | $1.09M | 0.57% | +46+4.7% | Added |
| Kaizen Financial Strategies | 1,103 | $1.09M | 0.43% | −144−11.5% | Reduced |
| AIA Group Ltd | 1,028 | $1.09M | 0.01% | −3,314−76.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,028 | $1.10M | 0.48% | 00.0% | Unchanged |
| Embree Financial Group | 1,029 | $1.10M | 0.11% | +32+3.2% | Added |
| Donoghue Forlines LLC | 1,029 | $1.10M | 0.28% | −272−20.9% | Reduced |
| Ade, LLC | 1,029 | $1.10M | 0.46% | −61−5.6% | Reduced |
| Narus Financial Partners, LLC | 1,031 | $1.10M | 0.28% | −99−8.8% | Reduced |
| Byrne Financial Freedom, LLC | 1,031 | $1.10M | 0.43% | +161+18.5% | Added |
| Vista Investment Partners II, LLC | 1,032 | $1.10M | 0.43% | −1−0.1% | Reduced |
| KFA Private Wealth Group, LLC | 1,032 | $1.10M | 0.26% | −654−38.8% | Reduced |
| Van Cleef Asset Management,Inc | 1,033 | $1.10M | 0.11% | −30−2.8% | Reduced |
| Gilman Hill Asset Management, LLC | 1,035 | $1.10M | 0.15% | −208−16.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,035 | $1.10M | 0.13% | 00.0% | Unchanged |
| Parkway Wealth Management Group, LLC | 1,039 | $1.11M | 0.13% | −5−0.5% | Reduced |
| Maxele Advisors, LLC | 1,039 | $1.11M | 0.77% | +1,039 | New |
| KG&L Capital Management,LLC | 1,040 | $1.11M | 0.66% | +1,040 | New |
| Regatta Capital Group, LLC | 1,041 | $1.11M | 0.15% | −85−7.5% | Reduced |
| May Hill Capital, LLC | 1,041 | $1.11M | 0.23% | +74+7.7% | Added |
| Advisortrust Partners, LLC | 1,043 | $1.11M | 0.38% | +106+11.3% | Added |
| Gradient Capital Advisors, LLC | 1,044 | $1.11M | 0.26% | −12−1.1% | Reduced |
| Coastwise Capital Group, LLC | 1,045 | $1.11M | 0.65% | −65−5.9% | Reduced |
| Intrua Financial, LLC | 1,046 | $1.11M | 0.11% | +101+10.7% | Added |
| Crusonia Wealth Advisors LLC | 1,046 | $1.11M | 0.18% | +333+46.7% | Added |
| Navigate Wealth Management, LLC | 1,266 | $1.11M | 0.69% | +1,266 | New |
| Alesco Advisors LLC | 1,048 | $1.12M | 0.03% | −65−5.8% | Reduced |
| Puzo Michael J | 1,050 | $1.12M | 0.29% | −75−6.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,050 | $1.12M | 0.06% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,051 | $1.12M | 0.30% | −48−4.4% | Reduced |
| Christine Messmer PC | 1,053 | $1.12M | 0.63% | −83−7.3% | Reduced |
| Blackhawk Capital Partners LLC. | 1,053 | $1.12M | 0.37% | −722−40.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,054 | $1.12M | 0.30% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 1,055 | $1.12M | 0.45% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,056 | $1.12M | 0.48% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 1,056 | $1.12M | 0.48% | +552+109.5% | Added |
| Buckhead Capital Management LLC | 1,059 | $1.13M | 0.39% | +103+10.8% | Added |
| XY Planning Network, Inc. | 1,061 | $1.13M | 0.14% | −195−15.5% | Reduced |
| Millington Financial Advisors, LLC | 1,286 | $1.13M | 0.45% | −9−0.7% | Reduced |
| SkyOak Wealth, LLC | 1,064 | $1.13M | 0.19% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,064 | $1.13M | 0.61% | −93−8.0% | Reduced |
| Onyx Financial Advisors, LLC | 1,066 | $1.13M | 0.41% | +2+0.2% | Added |
| Legacy Trust | 1,066 | $1.14M | 0.20% | −425−28.5% | Reduced |
| Community Financial Services Group, LLC | 1,146 | $1.14M | 0.17% | +771+205.6% | Added |
| Southland Equity Partners LLC | 1,068 | $1.14M | 0.20% | +32+3.1% | Added |
| Archford Capital Strategies, LLC | 1,069 | $1.14M | 0.12% | +68+6.8% | Added |
| Dutch Asset Corp | 1,069 | $1.14M | 0.57% | +146+15.8% | Added |
| Legacy Financial Group, Inc. | 1,070 | $1.14M | 0.27% | −4−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 1,070 | $1.14M | 0.11% | −47−4.2% | Reduced |
| West Wealth Group, LLC | 1,070 | $1.14M | 0.19% | +151+16.4% | Added |
| CJM Wealth Advisers, Ltd. | 1,071 | $1.14M | 0.30% | −4−0.4% | Reduced |
| Greenwood Capital Associates LLC | 1,074 | $1.14M | 0.11% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,076 | $1.15M | 0.13% | +5+0.5% | Added |