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 |
|---|---|---|---|---|---|
| Petix & Botte Co | 1,376 | $1.47M | 0.29% | +689+100.3% | Added |
| First Pacific Financial | 1,382 | $1.47M | 0.18% | +26+1.9% | Added |
| Planned Solutions, Inc. | 1,385 | $1.47M | 0.42% | +23+1.7% | Added |
| Sweeney & Michel, LLC | 1,753 | $1.48M | 0.39% | +1+0.1% | Added |
| ZWJ Investment Counsel Inc | 1,388 | $1.48M | 0.05% | +7+0.5% | Added |
| Northside Capital Management, LLC | 1,387 | $1.48M | 0.12% | −50−3.5% | Reduced |
| Register Financial Advisors LLC | 1,388 | $1.48M | 0.45% | +64+4.8% | Added |
| Davidson Investment Advisors | 1,389 | $1.48M | 0.06% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,390 | $1.48M | 0.32% | +1,390 | New |
| Prairie Wealth Advisors, Inc. | 0 | $1.48M | 0.35% | 0 | New |
| Peachtree Investment Partners, LLC | 1,394 | $1.48M | 0.48% | +334+31.5% | Added |
| Elgethun Capital Management | 1,395 | $1.49M | 0.21% | +35+2.6% | Added |
| LCNB Corp | 1,397 | $1.49M | 0.46% | −407−22.6% | Reduced |
| GeoWealth Management, LLC | 1,396 | $1.49M | 0.05% | +130+10.3% | Added |
| Rbo & Co LLC | 1,400 | $1.49M | 0.24% | −100−6.7% | Reduced |
| Monetta Financial Services Inc | 1,400 | $1.49M | 1.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,400 | $1.49M | 0.43% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,411 | $1.50M | 0.07% | −238−14.4% | Reduced |
| Balboa Wealth Partners | 1,414 | $1.51M | 0.21% | +106+8.1% | Added |
| Tumwater Wealth Management, LLC | 1,416 | $1.51M | 0.55% | +1+0.1% | Added |
| apricus wealth, LLC | 1,420 | $1.51M | 0.72% | +26+1.9% | Added |
| Annex Advisory Services, LLC | 1,420 | $1.51M | 0.03% | +123+9.5% | Added |
| Campbell & CO Investment Adviser LLC | 1,423 | $1.52M | 0.08% | −2,420−63.0% | Reduced |
| Juno Financial Group LLC | 1,423 | $1.52M | 0.54% | −110−7.2% | Reduced |
| Mosaic Advisors LLC | 1,425 | $1.52M | 2.04% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 1,426 | $1.52M | 0.31% | 00.0% | Unchanged |
| Swiss Re Ltd | 1,428 | $1.52M | 0.14% | +1,200+526.3% | Added |
| Gs Investments, Inc. | 1,428 | $1.52M | 1.10% | +1,428 | New |
| Trustco Bank Corp N Y | 1,428 | $1.52M | 1.11% | −60−4.0% | Reduced |
| Coyle Financial Counsel LLC | 1,429 | $1.52M | 0.28% | +35+2.5% | Added |
| Magnolia Capital Advisors LLC | 1,429 | $1.52M | 0.26% | −106−6.9% | Reduced |
| Chancellor Financial Group WB LP | 1,433 | $1.53M | 0.94% | −1,440−50.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,433 | $1.53M | 0.18% | +35+2.5% | Added |
| Union Savings Bank | 1,435 | $1.53M | 0.61% | −76−5.0% | Reduced |
| Alchemi Wealth, LLC | 1,435 | $1.53M | 0.72% | +134+10.3% | Added |
| Waters Parkerson & Co., LLC | 1,438 | $1.53M | 0.08% | −50−3.4% | Reduced |
| Smith Group Asset Management, LLC | 1,439 | $1.53M | 0.06% | +1,439 | New |
| WealthCare Asset Management, LLC | 1,440 | $1.53M | 0.64% | +1,440 | New |
| Moss Adams Wealth Advisors LLC | 1,441 | $1.53M | 0.10% | +48+3.4% | Added |
| Sanchez Wealth Management Group | 1,442 | $1.54M | 0.27% | +3+0.2% | Added |
| Transcendent Capital Group LLC | 1,447 | $1.54M | 0.60% | −3−0.2% | Reduced |
| Goepper Burkhardt LLC | 1,447 | $1.54M | 0.46% | −20−1.4% | Reduced |
| Income Insurance Ltd | 1,449 | $1.54M | 0.92% | +40+2.8% | Added |
| McCollum Christoferson Group LLC | 1,450 | $1.54M | 0.45% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 1,450 | $1.54M | 0.15% | +79+5.8% | Added |
| Clark Asset Management, LLC | 1,452 | $1.55M | 0.12% | +38+2.7% | Added |
| Bravera Wealth | 1,453 | $1.55M | 0.59% | −23−1.6% | Reduced |
| Interchange Capital Partners, LLC | 1,455 | $1.55M | 0.29% | +247+20.4% | Added |
| Paulson Wealth Management Inc. | 1,458 | $1.55M | 0.33% | +6+0.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,458 | $1.55M | 0.09% | +40+2.8% | Added |
| West Family Investments, Inc. | 1,461 | $1.56M | 0.45% | +231+18.8% | Added |
| Sanchez Levi Garrett | 1,463 | $1.56M | 0.85% | +24+1.7% | Added |
| Stokes Family Office, LLC | 1,465 | $1.56M | 0.18% | −149−9.2% | Reduced |
| Proactive Wealth Strategies LLC | 1,464 | $1.56M | 0.25% | +727+98.6% | Added |
| Sun Financial Inc | 1,865 | $1.56M | 0.74% | −509−21.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,467 | $1.56M | 0.02% | −318−17.8% | Reduced |
| Commonwealth Financial Services, LLC | 1,468 | $1.56M | 0.21% | +161+12.3% | Added |
| Worth Financial Advisory Group, LLC | 1,468 | $1.56M | 0.65% | +1,468 | New |
| Aberdeen Wealth Management LLC | 1,470 | $1.57M | 0.75% | −683−31.7% | Reduced |
| OneAscent Wealth Management LLC | 1,474 | $1.57M | 0.47% | +1+0.1% | Added |
| Thayer Partners, LLC | 1,475 | $1.57M | 0.65% | −121−7.6% | Reduced |
| Cromwell Holdings LLC | 1,476 | $1.57M | 0.71% | 00.0% | Unchanged |
| Atom Investors LP | 1,483 | $1.58M | 0.14% | +1,483 | New |
| FSA Advisors, Inc. | 1,490 | $1.59M | 0.73% | +3+0.2% | Added |
| Burton Enright Welch | 1,496 | $1.59M | 0.19% | −176−10.5% | Reduced |
| Vicus Capital | 1,498 | $1.59M | 0.10% | −211−12.3% | Reduced |
| Bill Few Associates, Inc. | 1,499 | $1.60M | 0.34% | −392−20.7% | Reduced |
| Chickasaw Capital Management LLC | 1,500 | $1.60M | 0.06% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,503 | $1.60M | 1.06% | +3+0.2% | Added |
| SJS Investment Consulting Inc. | 1,504 | $1.60M | 0.17% | +116+8.4% | Added |
| Lewis Asset Management, LLC | 1,505 | $1.60M | 0.56% | +1,189+376.3% | Added |
| FSB Premier Wealth Management, Inc. | 1,507 | $1.61M | 0.45% | +196+15.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,509 | $1.61M | 0.33% | +178+13.4% | Added |
| Woodstock Corp | 1,510 | $1.61M | 0.13% | −47−3.0% | Reduced |
| Harbour Trust & Investment Management Co | 1,510 | $1.61M | 0.15% | −29−1.9% | Reduced |
| Hickory Point Bank & Trust | 1,511 | $1.61M | 0.98% | −15−1.0% | Reduced |
| AdvisorShares Investments LLC | 1,511 | $1.61M | 0.19% | +770+103.9% | Added |
| Birchcreek Wealth Management, LLC | 1,515 | $1.61M | 0.63% | +225+17.4% | Added |
| Affinity Capital Advisors, LLC | 1,673 | $1.62M | 0.20% | +31+1.9% | Added |
| Baron Wealth Management LLC | 1,528 | $1.63M | 0.42% | +68+4.7% | Added |
| Destination Wealth Management | 1,529 | $1.63M | 0.04% | +203+15.3% | Added |
| NVWM, LLC | 1,530 | $1.63M | 0.33% | +20+1.3% | Added |
| KMG Fiduciary Partners, LLC | 1,530 | $1.63M | 0.15% | −6,568−81.1% | Reduced |
| HORAN Wealth, LLC | 1,535 | $1.63M | 0.20% | −1,275−45.4% | Reduced |
| Regal Investment Advisors LLC | 1,540 | $1.64M | 0.09% | −479−23.7% | Reduced |
| SAM Advisors, LLC | 1,540 | $1.64M | 0.45% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,544 | $1.64M | 0.26% | −1−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,545 | $1.65M | 0.27% | −296−16.1% | Reduced |
| 49 Wealth Management, LLC | 1,545 | $1.65M | 0.31% | +155+11.2% | Added |
| Alongside, LLC | 1,545 | $1.65M | 0.31% | +1,545 | New |
| McBroom & Associates, LLC | 1,550 | $1.65M | 0.83% | −256−14.2% | Reduced |
| Waycross Partners, LLC | 1,550 | $1.65M | 0.14% | −200−11.4% | Reduced |
| Trinity Financial Advisors LLC | 1,550 | $1.65M | 0.42% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,553 | $1.65M | 0.05% | +597+62.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,557 | $1.66M | 0.48% | −3,001−65.8% | Reduced |
| Madison Wealth Partners, Inc | 1,558 | $1.66M | 0.21% | +272+21.2% | Added |
| Sendero Wealth Management, LLC | 1,560 | $1.66M | 0.17% | +11+0.7% | Added |
| 55 North Private Wealth, LLC | 1,561 | $1.66M | 0.33% | +85+5.8% | Added |
| Linscomb & Williams, Inc. | 1,562 | $1.66M | 0.07% | −1,065−40.5% | Reduced |
| Camden National Bank | 1,565 | $1.67M | 0.22% | −32−2.0% | Reduced |