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 |
|---|---|---|---|---|---|
| SeaBridge Investment Advisors LLC | 1,565 | $1.67M | 0.24% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,565 | $1.67M | 0.20% | −88−5.3% | Reduced |
| Compass Capital Corp | 1,938 | $1.67M | 0.54% | +199+11.4% | Added |
| Seeds Investor LLC | 1,568 | $1.67M | 0.17% | +268+20.6% | Added |
| Brady Martz Wealth Solutions, LLC | 1,570 | $1.67M | 0.25% | +7+0.4% | Added |
| Contravisory Investment Management, Inc. | 1,573 | $1.68M | 0.30% | +18+1.2% | Added |
| Meadow Creek Wealth Advisors LLC | 1,573 | $1.68M | 1.02% | +164+11.6% | Added |
| Stonebridge Capital Advisors LLC | 1,576 | $1.68M | 0.11% | +37+2.4% | Added |
| Pacitti Group Inc. | 1,577 | $1.68M | 0.53% | −34−2.1% | Reduced |
| Goldenstone Wealth Management LLC | 1,577 | $1.68M | 1.10% | −42−2.6% | Reduced |
| Alpine Bank Wealth Management | 1,579 | $1.68M | 0.22% | −1−0.1% | Reduced |
| Waddell & Associates, LLC | 1,579 | $1.68M | 0.08% | +676+74.9% | Added |
| Valley National Advisers Inc | 1,582 | $1.69M | 0.19% | −16−1.0% | Reduced |
| Carrera Capital Advisors | 1,584 | $1.69M | 0.25% | +141+9.8% | Added |
| Hilton Head Capital Partners, LLC | 1,585 | $1.69M | 0.85% | −26−1.6% | Reduced |
| Liberty Square Wealth Partners LLC | 1,585 | $1.69M | 0.40% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,586 | $1.69M | 0.34% | −1−0.1% | Reduced |
| JB Capital LLC | 1,586 | $1.69M | 0.06% | +2+0.1% | Added |
| Bigelow Investment Advisors, LLC | 1,591 | $1.69M | 0.61% | −60−3.6% | Reduced |
| One Capital Management, LLC | 2,392 | $1.69M | 0.05% | 00.0% | Unchanged |
| Barr E S & Co | 1,595 | $1.70M | 0.10% | −25−1.5% | Reduced |
| Icapital Wealth LLC | 1,600 | $1.70M | 0.95% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 1,600 | $1.70M | 0.32% | 00.0% | Unchanged |
| One Degree Advisors Inc | 1,722 | $1.71M | 0.38% | 00.0% | Unchanged |
| Prairie Advisory, LLC | 1,605 | $1.71M | 0.41% | +1,605 | New |
| Landaas & Co | 1,608 | $1.71M | 0.31% | −396−19.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,609 | $1.71M | 0.26% | −68−4.1% | Reduced |
| Pacific Point Advisors, LLC | 1,610 | $1.71M | 0.78% | −3−0.2% | Reduced |
| Revisor Wealth Management LLC | 1,612 | $1.72M | 0.41% | +25+1.6% | Added |
| Range Advisory, LLC | 1,618 | $1.72M | 0.21% | +522+47.6% | Added |
| Nikulski Financial, Inc. | 1,618 | $1.72M | 0.37% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,622 | $1.73M | 1.04% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 1,626 | $1.73M | 0.42% | −25−1.5% | Reduced |
| Financial Partners Group, Inc | 1,628 | $1.73M | 0.18% | +3+0.2% | Added |
| BlueSky Wealth Advisors, LLC | 1,629 | $1.73M | 0.20% | −33−2.0% | Reduced |
| Merrithew & Thorsten Inc | 1,631 | $1.74M | 1.48% | +3+0.2% | Added |
| Stonebridge Financial Group, LLC | 1,635 | $1.74M | 0.13% | +11+0.7% | Added |
| Warner Group LLC | 1,636 | $1.74M | 0.43% | +877+115.5% | Added |
| Fortress Private Ledger, LLC | 1,636 | $1.74M | 0.48% | +77+4.9% | Added |
| Avantra Family Wealth, Inc. | 1,638 | $1.74M | 1.11% | +318+24.1% | Added |
| Tennessee Valley Asset Management Partners | 1,640 | $1.75M | 0.19% | +522+46.7% | Added |
| Wulff, Hansen & Co. | 1,641 | $1.75M | 1.34% | −104−6.0% | Reduced |
| WealthTrust Axiom LLC | 1,643 | $1.75M | 0.39% | −4−0.2% | Reduced |
| Ellevest, Inc. | 1,666 | $1.75M | 0.21% | −16−1.0% | Reduced |
| Cooper/Haims Advisors, LLC | 1,646 | $1.75M | 0.75% | +19+1.2% | Added |
| Advisory Resource Group | 1,648 | $1.75M | 0.26% | +6+0.4% | Added |
| Mirador Capital Partners LP | 1,649 | $1.76M | 0.22% | +76+4.8% | Added |
| Keystone Wealth Services, LLC | 1,649 | $1.76M | 0.33% | +388+30.8% | Added |
| Kaydan Wealth Management, Inc. | 1,650 | $1.76M | 0.54% | +7+0.4% | Added |
| Novem Group | 1,651 | $1.76M | 0.18% | −14−0.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,653 | $1.76M | 0.85% | −7−0.4% | Reduced |
| Grove Bank & Trust | 1,654 | $1.76M | 0.17% | −54−3.2% | Reduced |
| Citizens Business Bank | 1,654 | $1.76M | 0.27% | +6+0.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,658 | $1.77M | 0.64% | +2+0.1% | Added |
| W Advisors, LLC | 1,661 | $1.77M | 0.80% | −452−21.4% | Reduced |
| Rossby Financial, LCC | 1,662 | $1.77M | 0.32% | +193+13.1% | Added |
| TRB Wealth Management, LLC | 1,663 | $1.77M | 0.24% | −315−15.9% | Reduced |
| Planning Center, Inc. | 1,666 | $1.77M | 0.17% | +48+3.0% | Added |
| Sage Financial Group Inc | 1,667 | $1.78M | 0.10% | +1,267+316.8% | Added |
| Charis Legacy Partners, LLC | 1,670 | $1.78M | 2.19% | 00.0% | Unchanged |
| DMG Group, LLC | 1,672 | $1.78M | 1.22% | −95−5.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,672 | $1.78M | 0.33% | +18+1.1% | Added |
| Summit Global Investments | 1,673 | $1.78M | 0.10% | −345−17.1% | Reduced |
| Nadler Financial Group, Inc. | 1,675 | $1.78M | 0.15% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,681 | $1.79M | 0.39% | −61−3.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,685 | $1.79M | 0.33% | +89+5.6% | Added |
| Arcus Capital Partners, LLC | 1,687 | $1.80M | 0.74% | +801+90.4% | Added |
| Cardiff Park Advisors, LLC | 1,688 | $1.80M | 0.14% | −148−8.1% | Reduced |
| Sawyer & Company, Inc | 1,692 | $1.80M | 0.60% | +1,692 | New |
| Garner Asset Management Corp | 1,692 | $1.80M | 0.58% | −6−0.4% | Reduced |
| Ofc Financial Planning, LLC | 1,695 | $1.81M | 1.60% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,695 | $1.81M | 0.12% | +91+5.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,701 | $1.81M | 0.03% | −172−9.2% | Reduced |
| Acorns Advisers, LLC | 1,701 | $1.81M | 0.01% | +116+7.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,702 | $1.81M | 0.09% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,705 | $1.82M | 0.52% | −209−10.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,705 | $1.82M | 0.04% | −686−28.7% | Reduced |
| Accel Wealth Management | 1,705 | $1.82M | 0.41% | +84+5.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,706 | $1.82M | 0.15% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,707 | $1.82M | 0.57% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,707 | $1.82M | 0.13% | +77+4.7% | Added |
| Diversified Management Inc | 1,710 | $1.82M | 0.39% | −1,818−51.5% | Reduced |
| Purpose Unlimited Inc. | 1,710 | $1.82M | 0.07% | +124+7.8% | Added |
| GWN Securities Inc. | 1,716 | $1.83M | 0.31% | −66−3.7% | Reduced |
| Check Capital Management Inc | 1,717 | $1.83M | 0.10% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,717 | $1.83M | 0.34% | +7+0.4% | Added |
| Vantus Wealth LLC | 1,719 | $1.83M | 0.98% | +1,719 | New |
| Wealth Quarterback LLC | 1,719 | $1.83M | 0.57% | +2+0.1% | Added |
| Grant Private Wealth Management Inc | 1,720 | $1.83M | 0.77% | +121+7.6% | Added |
| Zinnia Wealth Advisory, LLC | 1,722 | $1.83M | 1.87% | +6+0.3% | Added |
| Base Wealth Management LLC | 1,724 | $1.84M | 0.85% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,727 | $1.84M | 0.27% | +31+1.8% | Added |
| LifeSteps Financial, Inc. | 1,728 | $1.84M | 0.86% | −4−0.2% | Reduced |
| Orser Capital Management, LLC | 1,729 | $1.84M | 0.96% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,733 | $1.85M | 0.30% | +57+3.4% | Added |
| Triad Wealth Partners, LLC | 2,227 | $1.85M | 0.11% | +898+67.6% | Added |
| Quantum Financial Advisors, LLC | 1,736 | $1.85M | 0.18% | +73+4.4% | Added |
| West Michigan Advisors, LLC | 1,739 | $1.85M | 0.35% | −3,569−67.2% | Reduced |
| Firethorn Wealth Partners, LLC | 1,743 | $1.86M | 0.60% | −560−24.3% | Reduced |
| Trust Co of Virginia | 1,745 | $1.86M | 0.14% | +4+0.2% | Added |