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; 4,070 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
- 4,070
- +349 vs. Q1 2026
- Shares held
- 330.6M
- −492.7K (−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
- 1,610 more reduced
51 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 | 4,070 | $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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 1,076 | $1.15M | 0.03% | −1,284−54.4% | Reduced |
| Crews Bank & Trust | 1,077 | $1.15M | 0.15% | −10−0.9% | Reduced |
| Aspire Growth Partners LLC | 1,079 | $1.15M | 0.67% | +2+0.2% | Added |
| Dock Street Asset Management Inc | 1,081 | $1.15M | 0.11% | −4−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,081 | $1.15M | 0.06% | +77+7.7% | Added |
| Vestia Personal Wealth Advisors | 1,083 | $1.15M | 0.45% | +3+0.3% | Added |
| Finivi Inc. | 1,085 | $1.16M | 0.59% | −57−5.0% | Reduced |
| Boston Trust Walden Corp | 1,086 | $1.16M | 0.01% | −44−3.9% | Reduced |
| Strategies Wealth Advisors, LLC | 1,086 | $1.16M | 0.10% | −8−0.7% | Reduced |
| Sonoma Allocations LLC | 1,144 | $1.16M | 0.49% | −76−6.2% | Reduced |
| Kornitzer Capital Management Inc | 1,088 | $1.16M | 0.02% | −25−2.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,089 | $1.16M | 0.21% | +18+1.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 1,089 | $1.16M | 0.17% | −2,389−68.7% | Reduced |
| Landmark Wealth Management, LLC | 1,090 | $1.16M | 0.28% | −5−0.5% | Reduced |
| LJI Wealth Management, LLC | 1,090 | $1.16M | 0.16% | −42−3.7% | Reduced |
| Henson-Edgewater Management, LLC | 1,358 | $1.16M | 0.61% | +106+8.5% | Added |
| Crown Wealth Group, LLC | 1,093 | $1.16M | 0.30% | +29+2.7% | Added |
| Highland Investment Advisors LLC | 1,094 | $1.17M | 0.51% | +1,094 | New |
| 360 Financial, Inc. | 1,095 | $1.17M | 0.30% | 00.0% | Unchanged |
| Pathway Wealth Management LLC | 1,095 | $1.17M | 0.81% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,096 | $1.17M | 0.31% | −100−8.4% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,096 | $1.17M | 0.94% | −25−2.2% | Reduced |
| Royal Capital Wealth Management, LLC | 1,100 | $1.17M | 0.66% | 00.0% | Unchanged |
| Center for Wealth Management Advisory | 1,100 | $1.17M | 0.74% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,101 | $1.17M | 0.21% | +49+4.7% | Added |
| Paul Damon & Associates, Inc. | 1,105 | $1.18M | 0.46% | +1+0.1% | Added |
| Daviman Financial, LLC | 1,106 | $1.18M | 0.65% | −17−1.5% | Reduced |
| Sunflower Bank, N.A. | 1,107 | $1.18M | 0.28% | −7−0.6% | Reduced |
| Firestone Capital Management | 1,108 | $1.18M | 0.22% | −5−0.4% | Reduced |
| Advus Financial Partners, LLC | 1,111 | $1.18M | 0.27% | −4−0.4% | Reduced |
| Tripletail Wealth Management, LLC | 1,228 | $1.18M | 1.36% | −38−3.0% | Reduced |
| Chicago Trust Co NA | 1,116 | $1.19M | 0.17% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 1,116 | $1.19M | 0.19% | +614+122.3% | Added |
| Expressive Wealth LLC | 1,118 | $1.19M | 1.12% | −18−1.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,119 | $1.19M | 0.16% | −100−8.2% | Reduced |
| Lakewood Asset Management LLC | 1,119 | $1.19M | 0.65% | −26−2.3% | Reduced |
| Spartan Planning & Wealth Management | 1,119 | $1.19M | 0.79% | −73−6.1% | Reduced |
| Old Point Trust & Financial Services N A | 1,120 | $1.19M | 0.36% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,120 | $1.19M | 0.58% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 1,122 | $1.19M | 0.65% | −22−1.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,124 | $1.20M | 0.40% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,126 | $1.20M | 0.11% | −79−6.6% | Reduced |
| Schulhoff & Co Inc | 1,127 | $1.20M | 0.48% | −25−2.2% | Reduced |
| NorthStar Asset Management LLC | 1,127 | $1.20M | 0.49% | −6−0.5% | Reduced |
| Silver Coast Investments LLC | 1,129 | $1.20M | 0.36% | −136−10.8% | Reduced |
| Verum Partners LLC | 1,130 | $1.20M | 0.18% | +25+2.3% | Added |
| Chase Investment Counsel Corp | 1,130 | $1.20M | 0.25% | −313−21.7% | Reduced |
| Security National Bank of Sioux City Iowa | 1,131 | $1.20M | 0.49% | +101+9.8% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,133 | $1.21M | 0.78% | 00.0% | Unchanged |
| Focused Alpha, LLC | 1,133 | $1.21M | 0.31% | −360−24.1% | Reduced |
| Legato Capital Management LLC | 1,136 | $1.21M | 0.10% | +272+31.5% | Added |
| BankPlus Wealth Management LLC | 1,138 | $1.21M | 0.55% | −25−2.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,140 | $1.21M | 0.10% | +11+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 1,140 | $1.21M | 0.08% | −43−3.6% | Reduced |
| TBH Global Asset Management, LLC | 1,141 | $1.21M | 0.22% | −53−4.4% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,145 | $1.22M | 0.66% | −74−6.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,146 | $1.22M | 0.24% | −130−10.2% | Reduced |
| Three Seasons Wealth, LLC | 1,148 | $1.22M | 0.11% | −337−22.7% | Reduced |
| Northwest Bancshares, Inc. | 1,150 | $1.22M | 0.22% | −30−2.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,150 | $1.22M | 1.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,151 | $1.23M | 0.08% | +672+140.3% | Added |
| Lafayette Investments, Inc. | 1,151 | $1.23M | 0.23% | −585−33.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,151 | $1.23M | 0.66% | −2−0.2% | Reduced |
| Oxford Financial Group Ltd | 1,152 | $1.23M | 0.06% | +392+51.6% | Added |
| Wall Street Financial Group, Inc. | 1,153 | $1.23M | 0.66% | +100+9.5% | Added |
| Hudson Valley Investment Advisors Inc | 1,154 | $1.23M | 0.15% | −100−8.0% | Reduced |
| BlueStem Wealth Partners, LLC | 1,156 | $1.23M | 0.12% | −52−4.3% | Reduced |
| Meridian Wealth Advisors, LLC | 1,157 | $1.23M | 0.14% | +75+6.9% | Added |
| QTR Family Wealth, LLC | 1,157 | $1.23M | 0.43% | +38+3.4% | Added |
| Baker Boyer National Bank | 1,158 | $1.23M | 0.34% | +13+1.1% | Added |
| Cookson Peirce & Co Inc | 1,160 | $1.23M | 0.04% | +151+15.0% | Added |
| Brogan Financial, Inc. | 1,161 | $1.24M | 0.50% | +2+0.2% | Added |
| Paragon Private Wealth Management, LLC | 1,163 | $1.24M | 0.32% | +25+2.2% | Added |
| Lazari Capital Management, Inc. | 1,164 | $1.24M | 0.38% | −103−8.1% | Reduced |
| Aviso Wealth Management | 1,164 | $1.24M | 0.49% | +39+3.5% | Added |
| Green Harvest Asset Management LLC | 1,167 | $1.24M | 0.02% | +364+45.3% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,485 | $1.24M | 0.70% | −78−5.0% | Reduced |
| Aua Capital Management, LLC | 1,170 | $1.25M | 0.58% | 00.0% | Unchanged |
| Sym Financial Corp | 1,171 | $1.25M | 0.10% | +96+8.9% | Added |
| Basepoint Wealth LLC | 1,171 | $1.25M | 0.71% | −66−5.3% | Reduced |
| Westshore Wealth, LLC | 1,171 | $1.25M | 0.39% | −3−0.3% | Reduced |
| Chico Wealth RIA | 1,171 | $1.25M | 0.65% | +14+1.2% | Added |
| Adamsbrown Wealth Consultants LLC | 1,173 | $1.25M | 0.24% | −3−0.3% | Reduced |
| Five Oceans Advisors | 1,174 | $1.25M | 0.40% | −5−0.4% | Reduced |
| Eagle Wealth Strategies LLC | 1,175 | $1.25M | 0.48% | +4+0.3% | Added |
| Okabena Investment Services Inc | 1,175 | $1.25M | 0.22% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,175 | $1.25M | 0.51% | +67+6.0% | Added |
| Gillespie Robinson & Grimm Inc | 1,180 | $1.26M | 0.08% | −205−14.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,180 | $1.26M | 0.31% | −10−0.8% | Reduced |
| Philadelphia Investment Partners, LLC | 1,459 | $1.26M | 0.78% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 1,186 | $1.26M | 0.47% | +1+0.1% | Added |
| Leigh Baldwin & Co., LLC | 1,187 | $1.26M | 0.68% | −80−6.3% | Reduced |
| American Money Management, LLC | 1,188 | $1.26M | 0.18% | +1+0.1% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 1,190 | $1.27M | 0.66% | −6−0.5% | Reduced |
| Next Level Private LLC | 1,190 | $1.27M | 0.25% | −258−17.8% | Reduced |
| Ewa, LLC | 1,190 | $1.27M | 0.23% | +126+11.8% | Added |
| Roberts Glore & Co Inc | 1,192 | $1.27M | 0.31% | +434+57.3% | Added |
| Pinnacle Financial Group, LLC | 1,195 | $1.27M | 0.31% | −22−1.8% | Reduced |
| TFB Advisors LLC | 1,196 | $1.27M | 0.56% | −6−0.5% | Reduced |
| Symmetry Partners, LLC | 1,199 | $1.28M | 0.07% | +604+101.5% | Added |