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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 1,935 | $2.06M | 0.09% | +150+8.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,938 | $2.06M | 0.23% | −294−13.2% | Reduced |
| Clear Creek Financial Management, LLC | 1,941 | $2.07M | 0.13% | +68+3.6% | Added |
| Olistico Wealth, LLC | 1,942 | $2.07M | 0.88% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,942 | $2.07M | 0.25% | −338−14.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,943 | $2.07M | 0.25% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,944 | $2.07M | 0.13% | −116−5.6% | Reduced |
| Breakwater Capital Group | 1,946 | $2.07M | 0.25% | +47+2.5% | Added |
| Angeles Wealth Management, LLC | 1,947 | $2.07M | 0.09% | +170+9.6% | Added |
| Zullo Investment Group, Inc. | 1,947 | $2.07M | 0.71% | −6−0.3% | Reduced |
| Opinicus Capital, Inc. | 1,953 | $2.08M | 1.11% | −35−1.8% | Reduced |
| Lighthouse Financial Services Inc | 2,100 | $2.08M | 0.44% | −689−24.7% | Reduced |
| Capital Performance Advisors LLP | 2,960 | $2.09M | 0.13% | +695+30.7% | Added |
| WFA of San Diego, LLC | 2,448 | $2.09M | 1.71% | +39+1.6% | Added |
| Copley Financial Group, Inc. | 1,965 | $2.09M | 1.27% | −1,732−46.8% | Reduced |
| Wealth Alliance | 1,969 | $2.10M | 0.18% | +301+18.0% | Added |
| Calton & Associates, Inc. | 1,969 | $2.10M | 0.31% | +149+8.2% | Added |
| Coastal Bridge Advisors, LLC | 1,974 | $2.10M | 0.13% | +29+1.5% | Added |
| Algebris (UK) Ltd | 1,984 | $2.11M | 0.14% | +179+9.9% | Added |
| Sovran Advisors, LLC | 2,509 | $2.11M | 0.16% | −289−10.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,986 | $2.11M | 1.05% | 00.0% | Unchanged |
| Karani Asset Management LLC | 1,986 | $2.11M | 1.54% | +254+14.7% | Added |
| Cahaba Wealth Management, Inc. | 1,988 | $2.12M | 0.13% | +8+0.4% | Added |
| Tompkins Financial Corp | 1,992 | $2.12M | 0.15% | +99+5.2% | Added |
| TRUE Private Wealth Advisors | 1,994 | $2.12M | 0.18% | −105−5.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,996 | $2.13M | 0.50% | 00.0% | Unchanged |
| Saybrook Capital | 2,000 | $2.13M | 0.53% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 2,001 | $2.13M | 2.13% | −5−0.2% | Reduced |
| Everpar Advisors LLC | 2,003 | $2.13M | 0.61% | +93+4.9% | Added |
| Bensler, LLC | 2,003 | $2.13M | 0.19% | +193+10.7% | Added |
| Summit Financial Strategies, Inc. | 2,004 | $2.13M | 0.15% | +55+2.8% | Added |
| Arcataur Capital Management LLC | 2,005 | $2.14M | 0.53% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 2,007 | $2.14M | 1.17% | +47+2.4% | Added |
| Peoples Financial Services Corp. | 2,012 | $2.14M | 0.93% | −113−5.3% | Reduced |
| Mechanics Bank Trust Department | 2,013 | $2.14M | 0.27% | −24−1.2% | Reduced |
| Reliant Investment Partners, LLC | 2,013 | $2.14M | 1.46% | +47+2.4% | Added |
| Beacon Financial Advisory LLC | 2,014 | $2.14M | 0.42% | −38−1.9% | Reduced |
| Sterling Wealth Management, Inc. | 2,015 | $2.15M | 0.53% | +72+3.7% | Added |
| Two Sigma Securities, LLC | 2,016 | $2.15M | 0.19% | +2,016 | New |
| Financial Engines Advisors L.L.C. | 2,017 | $2.15M | 0.00% | +104+5.4% | Added |
| KKM Financial LLC | 2,019 | $2.15M | 0.29% | −278−12.1% | Reduced |
| Disciplined Equity Management, Inc. | 2,019 | $2.15M | 0.95% | −30−1.5% | Reduced |
| Jacksonville Wealth Management, LLC | 2,019 | $2.15M | 1.22% | 00.0% | Unchanged |
| Vann Equity Management LLC | 2,021 | $2.15M | 1.31% | +575+39.8% | Added |
| Heck Capital Advisors, LLC | 2,025 | $2.16M | 0.13% | +3+0.1% | Added |
| Northstar Group, Inc. | 2,026 | $2.16M | 0.28% | −344−14.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,027 | $2.16M | 0.09% | −65−3.1% | Reduced |
| Cornerstone Select Advisors, LLC | 2,028 | $2.16M | 0.91% | +175+9.4% | Added |
| NCM Capital Management, LLC | 2,031 | $2.16M | 0.67% | +10.0% | Added |
| Gilbert & Cook, Inc. | 2,034 | $2.17M | 0.25% | −1,531−42.9% | Reduced |
| Wall Street Access Asset Management, LLC | 2,036 | $2.17M | 0.31% | +1,086+114.3% | Added |
| Latitude Advisors, LLC | 2,042 | $2.17M | 0.87% | −38−1.8% | Reduced |
| Adelphi Trust Co | 2,043 | $2.18M | 1.44% | +80+4.1% | Added |
| First American Bank | 2,043 | $2.18M | 0.12% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,045 | $2.18M | 0.54% | +15+0.7% | Added |
| BCS Wealth Management | 2,045 | $2.18M | 0.39% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,048 | $2.18M | 0.07% | +378+22.6% | Added |
| Parisi Gray Wealth Management | 2,052 | $2.19M | 0.45% | +430+26.5% | Added |
| Well Done, LLC | 2,054 | $2.19M | 0.29% | −217−9.6% | Reduced |
| Asset Advisory Group, Inc. | 2,055 | $2.19M | 0.96% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 2,055 | $2.19M | 0.88% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,055 | $2.19M | 0.19% | −407−16.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,057 | $2.19M | 0.15% | +13+0.6% | Added |
| Miramontes Capital, LLC | 2,063 | $2.20M | 0.68% | +16+0.8% | Added |
| Intellus Advisors LLC | 2,064 | $2.20M | 0.27% | −19−0.9% | Reduced |
| Rogco, LP | 2,077 | $2.21M | 0.68% | −435−17.3% | Reduced |
| Symphony Financial, Ltd. Co. | 2,099 | $2.21M | 0.24% | +777+58.8% | Added |
| Ameriflex Group, Inc. | 2,080 | $2.21M | 0.91% | +202+10.8% | Added |
| TMB Capital Partners, LLC | 2,082 | $2.22M | 0.69% | −52−2.4% | Reduced |
| Cidel Asset Management Inc | 2,086 | $2.22M | 0.11% | −340−14.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,086 | $2.22M | 0.80% | −119−5.4% | Reduced |
| Strategic Investment Advisors | 2,088 | $2.22M | 0.13% | −97−4.4% | Reduced |
| Cortland Associates Inc | 2,091 | $2.23M | 0.32% | +10.0% | Added |
| Laurel Oak Wealth Management, LLC | 2,093 | $2.23M | 0.32% | −92−4.2% | Reduced |
| NWF Advisory Services Inc. | 2,097 | $2.23M | 0.21% | +2+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,101 | $2.24M | 0.21% | −424−16.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 2,106 | $2.24M | 0.78% | −176−7.7% | Reduced |
| Davidson Capital Management Inc. | 2,114 | $2.25M | 0.36% | +14+0.7% | Added |
| Pine Haven Investment Counsel, Inc | 2,116 | $2.25M | 1.51% | −96−4.3% | Reduced |
| Means Investment Co., Inc. | 2,121 | $2.26M | 0.17% | −9−0.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,122 | $2.26M | 0.38% | +283+15.4% | Added |
| Thrive Wealth Management, LLC | 2,129 | $2.27M | 0.29% | −19−0.9% | Reduced |
| Gleason Group, Inc. | 2,131 | $2.27M | 0.20% | +26+1.2% | Added |
| Wayfinding Financial, LLC | 2,141 | $2.28M | 0.86% | −82−3.7% | Reduced |
| Langley Wealth Management, LLC | 2,142 | $2.28M | 2.22% | +2,142 | New |
| CDM Financial Counseling Services, Inc. | 2,145 | $2.28M | 1.97% | −205−8.7% | Reduced |
| United Advisor Group, LLC | 2,146 | $2.29M | 0.24% | +80+3.9% | Added |
| Axxion S.A. | 2,147 | $2.29M | 0.16% | +2,147 | New |
| Almanack Investment Partners, LLC. | 2,149 | $2.29M | 0.29% | +2,149 | New |
| Allen Wealth Management, LLC | 2,151 | $2.29M | 1.12% | −375−14.8% | Reduced |
| Spirepoint Private Client, LLC | 2,152 | $2.29M | 0.19% | +15+0.7% | Added |
| Curbstone Financial Management Corp | 2,152 | $2.29M | 0.39% | +970+82.1% | Added |
| Wellspring Financial Advisors, LLC | 2,155 | $2.29M | 0.15% | −366−14.5% | Reduced |
| Victory Financial Group, LLC | 2,156 | $2.30M | 0.24% | +113+5.5% | Added |
| Canal Capital Management, LLC | 2,160 | $2.30M | 0.28% | +352+19.5% | Added |
| RM Financial Services, LLC | 2,160 | $2.30M | 1.71% | −33−1.5% | Reduced |
| Cahill Financial Advisors Inc | 2,166 | $2.31M | 0.22% | −118−5.2% | Reduced |
| LVM Capital Management Ltd | 2,166 | $2.31M | 0.19% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,173 | $2.31M | 0.54% | +2,173 | New |
| Cercano Management LLC | 2,180 | $2.32M | 0.31% | 00.0% | Unchanged |