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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1,200 | $1.28M | 0.17% | −40−3.2% | Reduced |
| Keb Asset Management, LLC | 1,204 | $1.28M | 0.21% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,206 | $1.28M | 0.48% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,206 | $1.28M | 0.08% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 1,208 | $1.29M | 0.24% | −67−5.3% | Reduced |
| Oakmont Investment Advisors, Inc. | 1,208 | $1.29M | 0.89% | −96−7.4% | Reduced |
| Legacy Financial Group LLC | 1,212 | $1.29M | 0.15% | +6+0.5% | Added |
| Hamilton Capital, LLC | 1,212 | $1.29M | 0.06% | +37+3.1% | Added |
| Vines Capital Management, LLC | 1,214 | $1.29M | 1.06% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,215 | $1.29M | 0.35% | −370−23.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,215 | $1.29M | 0.09% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,215 | $1.29M | 0.87% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,218 | $1.30M | 0.11% | +16+1.3% | Added |
| Private Capital Management, LLC | 1,220 | $1.30M | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,222 | $1.30M | 0.11% | −50−3.9% | Reduced |
| Madison Asset Management, LLC | 1,223 | $1.30M | 0.02% | −576−32.0% | Reduced |
| Heritage Wealth Advisors | 1,223 | $1.30M | 0.04% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,224 | $1.30M | 0.35% | +4+0.3% | Added |
| Fiduciary Financial Group, LLC | 1,224 | $1.30M | 0.15% | +102+9.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,228 | $1.31M | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,231 | $1.31M | 0.10% | 00.0% | Unchanged |
| MFA Wealth Services | 1,231 | $1.31M | 0.78% | −67−5.2% | Reduced |
| Vista Investment Partners LLC | 1,237 | $1.32M | 0.33% | −13−1.0% | Reduced |
| Monarch Capital Management Inc | 1,237 | $1.32M | 0.30% | 00.0% | Unchanged |
| Anchyra Partners LLC | 1,239 | $1.32M | 0.32% | +80+6.9% | Added |
| Mengis Capital Management, Inc. | 1,241 | $1.32M | 0.20% | −95−7.1% | Reduced |
| Greenline Partners, LLC | 1,242 | $1.32M | 0.13% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,243 | $1.32M | 0.41% | +210+20.3% | Added |
| Oakwell Private Wealth Management, LLC | 1,246 | $1.33M | 0.22% | +842+208.4% | Added |
| YHB Investment Advisors, Inc. | 1,249 | $1.33M | 0.09% | −69−5.2% | Reduced |
| Cane Capital Partners, LLC | 1,249 | $1.33M | 0.53% | −122−8.9% | Reduced |
| Evanson Financial, LLC | 1,250 | $1.33M | 0.07% | +1,250 | New |
| GLOBALT Investments LLC | 1,252 | $1.33M | 0.04% | −1−0.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,259 | $1.34M | 0.20% | −105−7.7% | Reduced |
| Onefund, LLC | 1,259 | $1.34M | 0.76% | −27−2.1% | Reduced |
| Palogic Value Management, L.P. | 1,261 | $1.34M | 0.48% | −75−5.6% | Reduced |
| Legacy Advisors, LLC | 1,263 | $1.35M | 0.13% | +280+28.5% | Added |
| First Community Trust NA | 1,264 | $1.35M | 0.61% | +313+32.9% | Added |
| Bay Capital Advisors, LLC | 1,266 | $1.35M | 0.72% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,269 | $1.35M | 0.38% | −11−0.9% | Reduced |
| Alpha Family Trust | 1,270 | $1.35M | 0.54% | 00.0% | Unchanged |
| First Growth Capital LLC | 1,271 | $1.35M | 1.03% | −28−2.2% | Reduced |
| Sunbeam Capital Management, LLC | 1,272 | $1.35M | 0.62% | +108+9.3% | Added |
| Future Fund LLC | 1,277 | $1.36M | 0.39% | −475−27.1% | Reduced |
| PKS Advisory Services, LLC | 1,278 | $1.36M | 0.22% | +724+130.7% | Added |
| Fund Advisors of America Inc | 1,279 | $1.36M | 1.24% | −15−1.2% | Reduced |
| Orrstown Financial Services Inc | 1,280 | $1.36M | 0.20% | −32−2.4% | Reduced |
| Hardin Capital Partners, LLC | 1,275 | $1.37M | 0.63% | −60−4.5% | Reduced |
| Investment Advisory Services Inc | 1,283 | $1.37M | 0.39% | −282−18.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,284 | $1.37M | 0.82% | +34+2.7% | Added |
| Bull Harbor Capital LLC | 1,284 | $1.37M | 0.27% | +113+9.6% | Added |
| Petra Financial Advisors Inc | 1,297 | $1.38M | 0.64% | +1,297 | New |
| Insight Advisors, LLC | 1,298 | $1.38M | 0.24% | +7+0.5% | Added |
| Merrion Investment Management Co, LLC | 1,300 | $1.38M | 0.66% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,304 | $1.39M | 0.28% | −26−2.0% | Reduced |
| Global Trust Wealth Management LLC | 1,306 | $1.39M | 0.96% | −1,158−47.0% | Reduced |
| Capital Square, LLC | 1,460 | $1.39M | 0.61% | +10+0.7% | Added |
| Enterprise Financial Services Corp | 1,308 | $1.39M | 0.57% | +160+13.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,315 | $1.40M | 0.61% | +9+0.7% | Added |
| CacheTech Inc. | 1,315 | $1.40M | 0.23% | −46−3.4% | Reduced |
| Uniting Wealth Partners, LLC | 1,315 | $1.40M | 0.28% | −36−2.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,321 | $1.41M | 0.10% | +853+182.3% | Added |
| Morris Retirement Advisors, LLC | 1,322 | $1.41M | 0.51% | −169−11.3% | Reduced |
| Warwick Investment Management, Inc. | 1,323 | $1.41M | 0.16% | +44+3.4% | Added |
| S.A. Mason LLC | 1,324 | $1.41M | 0.43% | +29+2.2% | Added |
| Bellwether Advisors, LLC | 1,324 | $1.41M | 0.21% | −5,335−80.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,324 | $1.41M | 0.17% | −22−1.6% | Reduced |
| Penn Davis McFarland Inc | 1,328 | $1.41M | 0.13% | −72−5.1% | Reduced |
| VeraBank, N.A. | 1,328 | $1.41M | 0.23% | −50−3.6% | Reduced |
| Sivia Capital Partners, LLC | 1,329 | $1.42M | 0.17% | +25+1.9% | Added |
| McMill Wealth Management | 1,331 | $1.42M | 0.34% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,332 | $1.42M | 0.23% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,337 | $1.42M | 0.22% | −698−34.3% | Reduced |
| West Paces Advisors Inc. | 1,338 | $1.42M | 0.24% | −58−4.2% | Reduced |
| Fractal Investments LLC | 1,342 | $1.43M | 0.16% | +900+203.6% | Added |
| Wincap Financial LLC | 1,344 | $1.43M | 0.77% | +430+47.0% | Added |
| Leonteq Securities AG | 1,345 | $1.43M | 0.09% | −5,280−79.7% | Reduced |
| NTV Asset Management LLC | 1,345 | $1.43M | 0.14% | +200+17.5% | Added |
| Peoples Bank | 1,348 | $1.44M | 1.40% | +25+1.9% | Added |
| AF Advisors, Inc. | 1,349 | $1.44M | 0.71% | −100−6.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,349 | $1.44M | 0.36% | +53+4.1% | Added |
| Thomas Story & Son LLC | 1,350 | $1.44M | 0.51% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,350 | $1.44M | 0.48% | +6+0.4% | Added |
| Quadcap Wealth Management, LLC | 1,353 | $1.44M | 0.14% | +82+6.5% | Added |
| Center For Asset Management LLC | 1,353 | $1.44M | 0.64% | +9+0.7% | Added |
| Range Financial Group LLC | 1,354 | $1.44M | 0.39% | −97−6.7% | Reduced |
| Pacifica Partners Inc. | 1,497 | $1.44M | 0.43% | −319−17.6% | Reduced |
| Cpwa, LLC | 1,356 | $1.44M | 1.68% | +1+0.1% | Added |
| Asset Planning,Inc | 1,358 | $1.45M | 0.94% | +122+9.9% | Added |
| Wendell David Associates Inc | 1,358 | $1.45M | 0.15% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 1,359 | $1.45M | 0.11% | +7+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,360 | $1.45M | 0.53% | −78−5.4% | Reduced |
| Jeppson Wealth Management, LLC | 1,361 | $1.45M | 0.43% | −140−9.3% | Reduced |
| David J Yvars Group | 1,361 | $1.45M | 0.71% | −16−1.2% | Reduced |
| Cauble & Harre Wealth Management, Inc. | 1,362 | $1.45M | 1.16% | −50−3.5% | Reduced |
| Frisch Financial Group, Inc. | 1,363 | $1.45M | 0.25% | −228−14.3% | Reduced |
| PeakShares LLC | 1,365 | $1.45M | 1.08% | +1,365 | New |
| Worth Asset Management, LLC | 1,367 | $1.46M | 0.47% | −1,765−56.4% | Reduced |
| WJ Financial Advisors LLC | 1,370 | $1.46M | 1.07% | −20−1.4% | Reduced |
| Fca Corp | 1,375 | $1.46M | 0.36% | 00.0% | Unchanged |