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 |
|---|---|---|---|---|---|
| Tempo Wealth, LLC | 1,746 | $1.86M | 0.28% | +323+22.7% | Added |
| Defiance ETFs, LLC | 1,879 | $1.86M | 0.03% | +293+18.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,096 | $1.86M | 0.60% | −43−2.0% | Reduced |
| Empirical Asset Management, LLC | 1,751 | $1.86M | 0.42% | +195+12.5% | Added |
| Abel Hall, LLC | 1,752 | $1.87M | 0.32% | +19+1.1% | Added |
| Fagan Associates, Inc. | 1,752 | $1.87M | 0.23% | +140+8.7% | Added |
| Fortis Capital Management LLC | 1,752 | $1.87M | 0.21% | −20−1.1% | Reduced |
| KRM Wealth Management L.L.C. | 1,754 | $1.87M | 0.82% | −37−2.1% | Reduced |
| Wrapmanager Inc | 1,755 | $1.87M | 0.58% | −96−5.2% | Reduced |
| Red Door Wealth Management, LLC | 1,757 | $1.87M | 0.17% | +99+6.0% | Added |
| Clarus Wealth Advisors | 1,974 | $1.87M | 0.72% | −100−4.8% | Reduced |
| Townsend Asset Management Corp | 1,760 | $1.87M | 0.60% | +17+1.0% | Added |
| Kozak & Associates, Inc. | 1,893 | $1.88M | 0.33% | +79+4.4% | Added |
| Mindset Wealth Management, LLC | 1,766 | $1.88M | 0.36% | +200+12.8% | Added |
| Hamel Associates, Inc. | 1,775 | $1.88M | 0.52% | −16−0.9% | Reduced |
| Core Alternative Capital | 1,767 | $1.88M | 0.56% | −13−0.7% | Reduced |
| Taylor Financial Group, Inc. | 1,768 | $1.88M | 1.03% | 00.0% | Unchanged |
| Vigil Wealth Management, LLC | 1,768 | $1.88M | 1.34% | +15+0.9% | Added |
| Diligent Investors, LLC | 1,771 | $1.89M | 0.42% | −35−1.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,772 | $1.89M | 0.16% | +41+2.4% | Added |
| Davis Investment Partners, LLC | 1,773 | $1.89M | 0.57% | +2+0.1% | Added |
| Sanders Morris Harris LLC | 1,775 | $1.89M | 1.10% | 00.0% | Unchanged |
| Mendel Money Management | 1,778 | $1.89M | 0.69% | −1,394−43.9% | Reduced |
| Tarbox Family Office, Inc. | 1,783 | $1.90M | 0.27% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,785 | $1.90M | 0.63% | −58−3.1% | Reduced |
| Whalen Wealth Management Inc. | 1,793 | $1.91M | 0.86% | −669−27.2% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,796 | $1.91M | 0.39% | +869+93.7% | Added |
| Veracity Capital LLC | 1,797 | $1.91M | 0.52% | +7+0.4% | Added |
| Planning Alternatives Ltd | 1,798 | $1.91M | 0.21% | +24+1.4% | Added |
| FSM Wealth Advisors, LLC | 1,800 | $1.92M | 0.21% | +191+11.9% | Added |
| Violich Capital Management, Inc. | 1,800 | $1.92M | 0.21% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,802 | $1.92M | 0.05% | +587+48.3% | Added |
| Lakeside Advisors, INC. | 1,804 | $1.92M | 1.21% | +1+0.1% | Added |
| SmartHarvest Portfolios, LLC | 1,804 | $1.92M | 0.62% | +56+3.2% | Added |
| Moment Partners, LLC | 1,806 | $1.92M | 0.35% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,807 | $1.92M | 0.75% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,811 | $1.93M | 0.69% | −330−15.4% | Reduced |
| Horst & Graben Wealth Management LLC | 1,951 | $1.93M | 0.25% | +1+0.1% | Added |
| Doliver Advisors, LP | 1,818 | $1.94M | 0.44% | −163−8.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,818 | $1.94M | 0.12% | +485+36.4% | Added |
| Beaumont Financial Advisors, LLC | 1,820 | $1.94M | 0.12% | −62−3.3% | Reduced |
| Lakeridge Wealth Management LLC | 1,822 | $1.94M | 0.71% | +21+1.2% | Added |
| Wellington Grp LLC | 1,822 | $1.94M | 0.51% | +232+14.6% | Added |
| Optas, LLC | 1,824 | $1.94M | 0.27% | +32+1.8% | Added |
| Smith Chas P & Associates Pa Cpas | 1,825 | $1.94M | 0.10% | −20−1.1% | Reduced |
| William John Sempolinski | 1,830 | $1.95M | 0.79% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,831 | $1.95M | 0.13% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,834 | $1.95M | 0.65% | +502+37.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,840 | $1.96M | 0.00% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 1,897 | $1.96M | 1.63% | +1,897 | New |
| Baker Ellis Asset Management LLC | 1,842 | $1.96M | 0.20% | −115−5.9% | Reduced |
| Bayban | 1,842 | $1.96M | 1.50% | +100+5.7% | Added |
| Xxi Wealth, LLC | 1,843 | $1.96M | 0.90% | −31−1.7% | Reduced |
| Fiera Capital Corp | 1,845 | $1.96M | 0.01% | 00.0% | Unchanged |
| Marion Wealth Management | 1,847 | $1.97M | 0.40% | +3+0.2% | Added |
| J.Safra Asset Management Corp | 1,848 | $1.97M | 0.09% | +42+2.3% | Added |
| Fulton Breakefield Broenniman LLC | 1,849 | $1.97M | 0.12% | +26+1.4% | Added |
| J. Team Financial, Inc. | 1,850 | $1.97M | 1.91% | +598+47.8% | Added |
| Carret Asset Management, LLC | 1,852 | $1.97M | 0.17% | +175+10.4% | Added |
| Redhawk Wealth Advisors, Inc. | 1,857 | $1.98M | 0.19% | +63+3.5% | Added |
| Westmount Partners, LLC | 1,859 | $1.98M | 0.44% | +4+0.2% | Added |
| Centurion Wealth Management LLC | 1,861 | $1.98M | 0.47% | −22−1.2% | Reduced |
| Alexis Investment Partners, LLC | 1,920 | $1.98M | 1.16% | −930−32.6% | Reduced |
| Montz Harcus Wealth Management LLC | 1,863 | $1.98M | 0.71% | +15+0.8% | Added |
| Bell Bank | 1,865 | $1.99M | 0.08% | +11+0.6% | Added |
| Kestra Investment Management, LLC | 1,866 | $1.99M | 0.04% | −578−23.6% | Reduced |
| Operose Advisors LLC | 1,866 | $1.99M | 0.38% | −10−0.5% | Reduced |
| WealthPLAN Partners, LLC | 1,869 | $1.99M | 0.38% | +192+11.4% | Added |
| Windsor Capital Management, LLC | 1,872 | $1.99M | 0.52% | −236−11.2% | Reduced |
| Quent Capital, LLC | 1,873 | $1.99M | 0.12% | +82+4.6% | Added |
| Gradient Investments LLC | 1,874 | $2.00M | 0.03% | +299+19.0% | Added |
| Appleton Partners Inc | 1,879 | $2.00M | 0.12% | −14−0.7% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,881 | $2.00M | 0.22% | −9−0.5% | Reduced |
| Wagner Wealth Management, LLC | 1,882 | $2.00M | 0.37% | +16+0.9% | Added |
| Impact Capital Partners LLC | 1,883 | $2.01M | 0.55% | +51+2.8% | Added |
| August Group Capital Ltd | 1,884 | $2.01M | 2.20% | −63−3.2% | Reduced |
| Cornerstone Advisory, LLC | 1,884 | $2.01M | 0.17% | +66+3.6% | Added |
| Forbes J M & Co LLP | 1,885 | $2.01M | 0.16% | +495+35.6% | Added |
| Fragasso Group Inc. | 1,887 | $2.01M | 0.11% | +181+10.6% | Added |
| Cascades Capital Asset Management, LLC | 1,887 | $2.01M | 0.74% | +3+0.2% | Added |
| Guardian Asset Advisors, LLC | 1,888 | $2.01M | 0.93% | +32+1.7% | Added |
| Bridgewater Advisors Inc. | 2,436 | $2.01M | 0.11% | +16+0.7% | Added |
| Options Solutions, LLC | 1,900 | $2.02M | 1.44% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,900 | $2.02M | 0.03% | +94+5.2% | Added |
| Boston Partners | 1,904 | $2.03M | 0.00% | −11−0.6% | Reduced |
| Bedel Financial Consulting, Inc. | 1,904 | $2.03M | 0.19% | −37−1.9% | Reduced |
| Trust Co | 1,904 | $2.03M | 0.18% | +1+0.1% | Added |
| LifePlan Financial, LLC | 1,906 | $2.03M | 1.42% | −98−4.9% | Reduced |
| Pines Wealth Management, LLC | 1,912 | $2.04M | 0.59% | −56−2.8% | Reduced |
| Allen Investment Management LLC | 1,913 | $2.04M | 0.02% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 1,915 | $2.04M | 0.04% | −14−0.7% | Reduced |
| Alta Advisers Ltd | 1,917 | $2.04M | 0.46% | +126+7.0% | Added |
| Convergence Financial, LLC | 1,921 | $2.05M | 0.16% | +564+41.6% | Added |
| SFMG, LLC | 1,922 | $2.05M | 0.12% | +93+5.1% | Added |
| Providence First Trust Co | 1,923 | $2.05M | 0.57% | −21−1.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,924 | $2.05M | 0.32% | −80−4.0% | Reduced |
| Transcend Wealth Collective, LLC | 1,926 | $2.05M | 0.14% | +173+9.9% | Added |
| Kingdom Financial Group LLC. | 1,929 | $2.05M | 0.52% | +1,792+1,308.0% | Added |
| PSI Advisors, LLC | 1,930 | $2.06M | 0.48% | +245+14.5% | Added |
| Shepherd Street Advisors LLC | 2,253 | $2.06M | 1.81% | −82−3.5% | Reduced |