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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 2,185 | $2.33M | 0.23% | −9−0.4% | Reduced |
| Winthrop Advisory Group LLC | 2,189 | $2.33M | 0.16% | +113+5.4% | Added |
| Monograph Wealth Advisors, LLC | 2,190 | $2.33M | 0.19% | +31+1.4% | Added |
| Innovative Asset Advisors Group, LLC | 2,190 | $2.33M | 1.02% | +58+2.7% | Added |
| Vermillion Wealth Management, Inc. | 2,196 | $2.34M | 0.55% | −725−24.8% | Reduced |
| Retireful, LLC | 2,196 | $2.34M | 2.18% | +157+7.7% | Added |
| Sovereign Financial Group, Inc. | 2,196 | $2.34M | 0.36% | +60+2.8% | Added |
| SageView Advisory Group, LLC | 2,196 | $2.34M | 0.08% | +73+3.4% | Added |
| Tower Trust & Investment Co | 2,197 | $2.34M | 1.42% | −124−5.3% | Reduced |
| Arrowroot Family Office, LLC | 2,199 | $2.34M | 0.67% | −286−11.5% | Reduced |
| Sippican Capital Advisors | 2,200 | $2.34M | 1.43% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,204 | $2.35M | 1.19% | −340−13.4% | Reduced |
| Bluedoor Private Wealth, LLC | 2,205 | $2.35M | 0.99% | −23−1.0% | Reduced |
| Cadent Capital Advisors, LLC | 2,207 | $2.35M | 0.49% | +1,787+425.5% | Added |
| Horizon Wealth Management, LLC | 2,211 | $2.35M | 0.30% | +2+0.1% | Added |
| 3Chopt Investment Partners, LLC | 2,211 | $2.35M | 0.44% | +197+9.8% | Added |
| FOCUS Wealth Advisors, LLC | 2,211 | $2.35M | 1.09% | +2,211 | New |
| Cassaday & Co Wealth Management LLC | 2,211 | $2.35M | 0.04% | +74+3.5% | Added |
| Manning & Napier Advisors LLC | 2,218 | $2.36M | 0.03% | −29,043−92.9% | Reduced |
| Capital Analysts, LLC | 2,220 | $2.37M | 0.05% | −56−2.5% | Reduced |
| Seelaus Asset Management LLC | 2,221 | $2.37M | 1.66% | −162−6.8% | Reduced |
| Titan Investment Solutions Ltd | 2,221 | $2.37M | 0.26% | +206+10.2% | Added |
| SHP Wealth Management | 2,223 | $2.37M | 0.16% | +95+4.5% | Added |
| Wealth Watch Advisors, INC | 2,224 | $2.37M | 0.77% | −3−0.1% | Reduced |
| WoodTrust Financial Corp | 2,224 | $2.37M | 0.28% | +5+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 2,773 | $2.37M | 0.12% | −106−3.7% | Reduced |
| KPP Advisory Services LLC | 2,234 | $2.38M | 0.30% | −17−0.8% | Reduced |
| South Plains Financial, Inc. | 2,235 | $2.38M | 1.28% | −74−3.2% | Reduced |
| Hohimer Wealth Management, LLC | 2,253 | $2.40M | 0.25% | −863−27.7% | Reduced |
| Summit Wealth Group LLC | 2,254 | $2.40M | 0.20% | +459+25.6% | Added |
| LaSalle St. Investment Advisors, LLC | 2,258 | $2.40M | 0.29% | −45−2.0% | Reduced |
| Purkiss Capital Advisors LLC | 2,258 | $2.40M | 0.92% | +353+18.5% | Added |
| Alteri Wealth LLC | 2,261 | $2.41M | 0.66% | +8+0.4% | Added |
| Wimmer Associates 1, LLC | 2,263 | $2.41M | 1.09% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,265 | $2.41M | 0.19% | +10.0% | Added |
| Fiduciary Family Office, LLC | 2,265 | $2.41M | 0.60% | +37+1.7% | Added |
| White Lighthouse Investment Management Inc. | 2,267 | $2.41M | 0.30% | −182−7.4% | Reduced |
| Martin Capital Advisors, LLP | 2,270 | $2.42M | 1.27% | +159+7.5% | Added |
| Hunter Associates Investment Management LLC | 2,272 | $2.42M | 0.28% | +14+0.6% | Added |
| Icon Wealth Advisors, LLC | 2,272 | $2.42M | 0.15% | +685+43.2% | Added |
| Schonfeld Strategic Advisors LLC | 2,273 | $2.42M | 0.01% | −70−3.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,273 | $2.42M | 0.09% | −20,734−90.1% | Reduced |
| Secure Asset Management, LLC | 2,280 | $2.43M | 0.34% | +29+1.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,282 | $2.43M | 0.39% | +29+1.3% | Added |
| Patten Group, Inc. | 2,283 | $2.43M | 0.38% | +302+15.2% | Added |
| Fortress Wealth Group, LLC | 2,742 | $2.44M | 0.85% | −458−14.3% | Reduced |
| Perpetual Ltd | 2,292 | $2.44M | 0.03% | −46−2.0% | Reduced |
| Versant Capital Management, Inc | 2,293 | $2.44M | 0.22% | −34−1.5% | Reduced |
| Ashton Thomas Securities, LLC | 2,316 | $2.44M | 0.36% | +256+12.4% | Added |
| Paradigm Financial Partners, LLC | 2,304 | $2.45M | 0.22% | +822+55.5% | Added |
| Greenwich Wealth Management LLC | 2,306 | $2.46M | 0.09% | −67−2.8% | Reduced |
| Morse Asset Management, Inc | 2,310 | $2.46M | 0.41% | +458+24.7% | Added |
| Hexagon Capital Partners LLC | 2,310 | $2.46M | 0.35% | +15+0.7% | Added |
| Alliance Private Wealth, LLC | 2,313 | $2.46M | 0.86% | −2,880−55.5% | Reduced |
| Coastal Investment Advisors, Inc. | 2,320 | $2.47M | 0.77% | −128−5.2% | Reduced |
| NBH Bank | 2,321 | $2.47M | 1.04% | +2,321 | New |
| Buck Wealth Strategies, LLC | 2,330 | $2.48M | 0.26% | +92+4.1% | Added |
| Financial Consulate, Inc | 2,335 | $2.49M | 0.28% | +78+3.5% | Added |
| Perennial Investment Advisors, LLC | 2,339 | $2.49M | 0.17% | +306+15.1% | Added |
| Fortem Financial Group, LLC | 2,345 | $2.50M | 0.51% | −8−0.3% | Reduced |
| REDW Wealth LLC | 2,345 | $2.50M | 0.89% | +5+0.2% | Added |
| Founders Financial Alliance, LLC | 2,350 | $2.50M | 0.33% | −1,004−29.9% | Reduced |
| Kieckhefer Group LLC | 2,350 | $2.50M | 1.02% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,355 | $2.51M | 0.45% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,356 | $2.51M | 0.91% | −314−11.8% | Reduced |
| Constitution Capital LLC | 2,360 | $2.51M | 1.29% | +30+1.3% | Added |
| 10Elms LLP | 2,364 | $2.52M | 1.07% | 00.0% | Unchanged |
| BankChampaign, National Association | 2,368 | $2.52M | 1.94% | +56+2.4% | Added |
| Strategic Advisors LLC | 2,371 | $2.53M | 0.55% | −4,169−63.7% | Reduced |
| Sentinus, LLC | 2,375 | $2.53M | 0.20% | −296−11.1% | Reduced |
| North Star Asset Management Inc | 2,378 | $2.53M | 0.10% | −54−2.2% | Reduced |
| Intrust Bank NA | 2,392 | $2.55M | 0.19% | +28+1.2% | Added |
| ROI Financial Advisors, LLC | 2,392 | $2.55M | 1.32% | +134+5.9% | Added |
| Marks Group Wealth Management, Inc | 2,400 | $2.56M | 0.22% | +6+0.3% | Added |
| Consilium Wealth Advisory, LLC | 2,406 | $2.56M | 0.76% | +734+43.9% | Added |
| Stonebridge Financial Group, LLC | 2,410 | $2.57M | 0.36% | +2,410 | New |
| Fukoku Mutual Life Insurance Co | 2,410 | $2.57M | 0.15% | +599+33.1% | Added |
| BSW Wealth Partners | 2,413 | $2.57M | 0.29% | −33−1.3% | Reduced |
| Bluebird Wealth Management LLC | 2,416 | $2.57M | 2.23% | −46−1.9% | Reduced |
| Total Investment Management Inc | 3,159 | $2.57M | 0.27% | +86+2.8% | Added |
| Inscription Capital, LLC | 2,422 | $2.58M | 0.23% | +259+12.0% | Added |
| Tidemark, LLC | 2,427 | $2.58M | 0.58% | −26−1.1% | Reduced |
| Souders Financial Advisors | 2,433 | $2.59M | 0.26% | −6−0.2% | Reduced |
| Trillium Asset Management, LLC | 2,434 | $2.59M | 0.08% | 00.0% | Unchanged |
| TFR Capital, LLC. | 2,435 | $2.59M | 0.73% | +146+6.4% | Added |
| Arbor Wealth Advisors LLC | 2,437 | $2.60M | 1.59% | 00.0% | Unchanged |
| Leisure Capital Management | 2,439 | $2.60M | 0.81% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 2,440 | $2.60M | 1.79% | +1,462+149.5% | Added |
| Pathway Financial Advisors LLC | 2,700 | $2.60M | 0.30% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,618 | $2.61M | 0.57% | +1,599+156.9% | Added |
| Atwood & Palmer Inc | 2,448 | $2.61M | 0.14% | −119−4.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,450 | $2.61M | 0.57% | −139−5.4% | Reduced |
| Prosperitas Financial LLC | 2,452 | $2.61M | 0.84% | −2−0.1% | Reduced |
| Baring Financial LLC | 2,452 | $2.61M | 1.44% | −341−12.2% | Reduced |
| Keebeck Wealth Management, LLC | 2,455 | $2.61M | 0.26% | +250+11.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,460 | $2.62M | 0.43% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,460 | $2.62M | 0.03% | +2,460 | New |
| Atlantic Trust, LLC | 2,463 | $2.62M | 0.34% | +105+4.5% | Added |
| CFS Investment Advisory Services, LLC | 2,724 | $2.62M | 0.17% | +4+0.1% | Added |
| Retirement Planning Group | 2,466 | $2.63M | 0.07% | −74−2.9% | Reduced |