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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.

Institutional holdersQ2 2026: 4,069 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ2 2026: $351.1B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2026.

Institutions holding CAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Pension & Wealth Management Advisors, Inc.62$66.3K0.02%+62New
GFS Advisors, LLC13,350$68.2K0.01%−487,590−97.3%Reduced
Greykasell Wealth Strategies, Inc.64$68.2K0.02%00.0%Unchanged
Dorato Capital Management72$68.6K0.05%00.0%Unchanged
Manitou Investment Management Ltd.65$69.2K0.01%00.0%Unchanged
Turim 21 Investimentos Ltda.65$69.2K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.66$70.3K0.04%00.0%Unchanged
Bare Financial Services, Inc67$71.3K0.02%+26+63.4%Added
Financial Network Wealth Advisors LLC69$73.5K0.07%−7−9.2%Reduced
Activest Wealth Management70$74.5K0.01%−297−80.9%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.71$75.6K0.23%−196−73.4%Reduced
Toews Corp71$75.6K0.01%+71New
Marquette Asset Management, LLC72$76.7K0.01%00.0%Unchanged
Evolution Wealth Management Inc.73$77.7K0.05%+3+4.3%Added
Sellwood Investment Partners LLC74$78.8K0.03%00.0%Unchanged
Thompson Investment Management, Inc.75$79.9K0.01%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC77$82.4K0.00%+3+4.1%Added
Strive Financial Group ,LLC78$83.1K0.04%00.0%Unchanged
RiverPark Advisors, LLC81$86.3K0.04%−36−30.8%Reduced
Palladiem, LLC82$87.5K0.08%−50−37.9%Reduced
Walsh & Associates, LLC87$92.6K0.08%−1−1.1%Reduced
Harbor Asset Planning, Inc.88$93.4K0.07%00.0%Unchanged
Clear Street Markets LLC88$93.7K0.02%−1,119−92.7%Reduced
DB Fitzpatrick & Co, Inc88$93.7K0.08%00.0%Unchanged
Retirement Wealth Solutions LLC89$94.4K0.05%−6−6.3%Reduced
Dnca Finance90$95.8K0.00%+90New
Osterweis Capital Management Inc91$96.9K0.00%00.0%Unchanged
Rialto Wealth Management, LLC91$96.9K0.02%+27+42.2%Added
Caitlin John, LLC93$99.0K0.05%+1+1.1%Added
Spurstone Advisory Services, LLC100$99.1K1.35%+100New
Highline Wealth Partners LLC93$99.3K0.02%+14+17.7%Added
Cornerstone Financial Management LLC95$101.2K0.08%+35+58.3%Added
Catherine Avery Investment Management LLC96$102.2K0.04%−2−2.0%Reduced
Kilter Group LLC96$102.2K0.04%−1−1.0%Reduced
Nalls Sherbakoff Group, LLC96$102.6K0.07%00.0%Unchanged
FWL Investment Management, LLC98$104.4K0.02%+98New
Daytona Street Capital LLC110$105.0K0.08%00.0%Unchanged
Stance Capital LLC99$105.4K0.03%00.0%Unchanged
Albion Financial Group100$106.5K0.01%00.0%Unchanged
Beacon Financial Strategies CORP100$106.5K0.05%00.0%Unchanged
Advocate Investing Services LLC100$106.5K0.08%00.0%Unchanged
Evergreen Private Wealth LLC104$110.8K0.04%+104New
Atlantic Edge Private Wealth Management, LLC105$111.8K0.02%+35+50.0%Added
Birchwood Financial Partners, Inc.105$112.0K0.09%00.0%Unchanged
Financial Management Professionals, Inc.106$112.9K0.01%+2+1.9%Added
Bellevue Asset Management, LLC106$113.2K0.05%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC107$114.0K0.03%+107New
Swisher Financial Concepts, Inc.110$117.1K0.07%−271−71.1%Reduced
Park Place Capital Corp111$118.2K0.02%00.0%Unchanged
Covestor Ltd117$125.0K0.07%+19+19.4%Added
RMG Wealth Management LLC149$127.5K0.01%00.0%Unchanged
Commonwealth Retirement Investments LLC123$130.8K0.04%+123New
Kimelman & Baird, LLC124$132.0K0.01%00.0%Unchanged
Robinswood Financial LLC124$132.9K0.04%00.0%Unchanged
Northstar Asset Management LLC150$133.3K0.03%+150New
Midwest Capital Advisors, LLC125$133.6K0.05%00.0%Unchanged
Ankerstar Wealth, LLC127$135.8K0.11%00.0%Unchanged
Burkett Financial Services, LLC130$139.0K0.04%00.0%Unchanged
State of Wyoming131$139.5K0.01%−143−52.2%Reduced
Valued Wealth Advisors LLC132$140.2K0.05%+9+7.3%Added
Index Technologies Group LLC134$142.7K0.11%+134New
Oakmont Advisory Group, LLC134$142.7K0.12%+134New
United Financial Planning Group LLC134$143.1K0.07%00.0%Unchanged
Syntax Research, Inc.135$143.8K0.11%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC136$144.8K0.01%00.0%Unchanged
Dogwood Wealth Management LLC137$145.9K0.06%+17+14.2%Added
E Fund Management (Hong Kong) Co., Ltd.142$151.2K0.05%−7−4.7%Reduced
Whi Trust Co LLC142$151.2K0.10%00.0%Unchanged
Measured Wealth Private Client Group, LLC143$152.4K0.04%+10+7.5%Added
Bruce G. Allen Investments, LLC145$154.4K0.10%−39−21.2%Reduced
Joseph Group Capital Management145$154.4K0.03%−23−13.7%Reduced
Bullseye Investment Management, LLC145$154.4K0.08%00.0%Unchanged
MPWM Advisory Solutions, LLC148$157.8K0.07%−3−2.0%Reduced
Quest 10 Wealth Builders, Inc.149$158.7K0.12%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC152$161.9K0.09%00.0%Unchanged
Westfuller Advisors, LLC153$162.9K0.06%+145+1,812.5%Added
Ninety One UK Ltd154$164.0K0.00%+154New
Kemnay Advisory Services Inc.156$166.1K0.02%+7+4.7%Added
Lodestone Wealth Management LLC157$166.9K0.06%00.0%Unchanged
Ares Financial Consulting, LLC158$168.3K0.12%+5+3.3%Added
Morgan Dempsey Capital Management LLC160$170.4K0.07%−5−3.0%Reduced
Vima LLC160$170.4K0.17%+160New
CGC Financial Services, LLC166$176.8K0.04%00.0%Unchanged
ZRC Wealth Management, LLC167$177.6K0.05%+36+27.5%Added
First National Bank170$181.0K0.07%+170New
Loomis Sayles & Co L P171$182.1K0.00%+87+103.6%Added
Millstone Evans Group, LLC173$184.2K0.10%+7+4.2%Added
CDKV Holdings LLC177$188.3K0.15%00.0%Unchanged
Capula Management Ltd178$189.6K0.00%−1,184−86.9%Reduced
Plante Moran Financial Advisors, LLC179$190.6K0.01%−277−60.7%Reduced
Downshift Financial, LLC182$193.8K0.09%+182New
Fountainhead AM, LLC188$200.2K0.15%+188New
Proathlete Wealth Management LLC188$200.3K0.05%00.0%Unchanged
New England Capital Financial Advisors LLC189$201.7K0.05%00.0%Unchanged
Corepath Wealth Partners LLC213$201.9K0.13%+213New
RPg Family Wealth Advisory, LLC190$202.3K0.03%+190New
PUREfi Wealth, LLC190$202.3K0.11%+190New
KFG Wealth Management, LLC190$202.4K0.02%+190New
Gutierrez Wealth Advisory, LLC190$202.5K0.12%+190New
Sage Capital Management, LLC190$202.5K0.08%+190New