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 |
|---|---|---|---|---|---|
| Advyzon Investment Management, LLC | 2,467 | $2.63M | 0.19% | +195+8.6% | Added |
| Elevation Advisory Partners LLC | 3,040 | $2.63M | 2.69% | −40−1.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,470 | $2.63M | 0.85% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,471 | $2.63M | 0.51% | +22+0.9% | Added |
| GHP Investment Advisors, Inc. | 2,475 | $2.64M | 0.10% | +209+9.2% | Added |
| Washburn Capital Management, Inc. | 2,476 | $2.64M | 1.30% | −46−1.8% | Reduced |
| LVW Advisors, LLC | 2,481 | $2.64M | 0.23% | +471+23.4% | Added |
| Chesley Taft & Associates LLC | 2,484 | $2.65M | 0.10% | +121+5.1% | Added |
| Marble Wealth, LLC | 2,486 | $2.65M | 0.41% | +30+1.2% | Added |
| Herold Advisors, Inc. | 2,493 | $2.65M | 0.52% | −138−5.2% | Reduced |
| Hills Bank & Trust Co | 2,510 | $2.67M | 0.11% | +42+1.7% | Added |
| Burns J W & Co Inc | 2,512 | $2.68M | 0.28% | +26+1.0% | Added |
| Boston Private Wealth LLC | 2,514 | $2.68M | 0.17% | −299−10.6% | Reduced |
| E&G Advisors, LP | 2,519 | $2.68M | 0.52% | +70+2.9% | Added |
| Foster Group, Inc. | 2,520 | $2.68M | 0.07% | +781+44.9% | Added |
| Intellectus Partners, LLC | 2,522 | $2.69M | 0.46% | −80−3.1% | Reduced |
| Brucke Financial, Inc. | 2,522 | $2.69M | 1.19% | −88−3.4% | Reduced |
| Ostrum Asset Management | 2,526 | $2.69M | 0.13% | +671+36.2% | Added |
| Legacy Capital Group California, Inc. | 2,532 | $2.70M | 0.81% | +1,396+122.9% | Added |
| Shoker Investment Counsel, Inc. | 2,532 | $2.70M | 0.68% | +3+0.1% | Added |
| High Net Worth Advisory Group LLC | 2,538 | $2.70M | 0.57% | −134−5.0% | Reduced |
| Winebrenner Capital Management LLC | 2,541 | $2.71M | 1.65% | −148−5.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,541 | $2.71M | 0.61% | −46−1.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,546 | $2.71M | 0.07% | −628−19.8% | Reduced |
| ORG Wealth Partners, LLC | 2,546 | $2.71M | 0.41% | +270+11.9% | Added |
| Northstar Advisory Group, LLC | 2,548 | $2.71M | 0.84% | −1,880−42.5% | Reduced |
| Pinnacle Wealth Management, LLC | 2,555 | $2.72M | 1.69% | −96−3.6% | Reduced |
| Adell Harriman & Carpenter Inc | 2,559 | $2.73M | 0.14% | −398−13.5% | Reduced |
| Keynote Financial Services LLC | 2,563 | $2.73M | 1.28% | −151−5.6% | Reduced |
| First Command Advisory Services, Inc. | 2,565 | $2.73M | 0.02% | −150−5.5% | Reduced |
| Toth Financial Advisory Corp | 2,566 | $2.73M | 0.27% | −73−2.8% | Reduced |
| Platform Technology Partners | 2,568 | $2.74M | 0.45% | +41+1.6% | Added |
| Silphium Asset Management Ltd | 2,571 | $2.74M | 0.92% | +848+49.2% | Added |
| Covenant Asset Management, LLC | 2,573 | $2.74M | 0.49% | −125−4.6% | Reduced |
| Armis Advisers, LLC | 2,841 | $2.76M | 0.25% | +391+16.0% | Added |
| Vega Investment Solutions | 2,591 | $2.76M | 0.39% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,792 | $2.77M | 1.20% | −380−12.0% | Reduced |
| Cherokee Insurance Co | 2,600 | $2.77M | 1.07% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,998 | $2.77M | 0.19% | −294−8.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,609 | $2.78M | 0.93% | −32−1.2% | Reduced |
| Ullmann Financial Group, Inc. | 2,615 | $2.78M | 0.25% | +54+2.1% | Added |
| Lineweaver Wealth Advisors, LLC | 2,617 | $2.79M | 0.33% | +57+2.2% | Added |
| Tudor Financial Inc. | 2,618 | $2.79M | 1.25% | −109−4.0% | Reduced |
| Independence Bank of Kentucky | 2,623 | $2.79M | 0.31% | +251+10.6% | Added |
| Hudson Canyon Capital Management | 2,625 | $2.80M | 1.50% | +2,625 | New |
| Titleist Asset Management, LLC | 2,628 | $2.80M | 0.19% | −103−3.8% | Reduced |
| Deane Retirement Strategies, Inc. | 2,637 | $2.80M | 1.19% | −4,441−62.7% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $2.81M | 3.21% | 00.0% | Unchanged |
| Elevated Private Wealth, LLC | 2,638 | $2.81M | 2.67% | +2,638 | New |
| Acropolis Investment Management, LLC | 2,639 | $2.81M | 0.11% | +46+1.8% | Added |
| Somerville Kurt F | 2,640 | $2.81M | 0.67% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,645 | $2.82M | 0.51% | −60−2.2% | Reduced |
| Disciplined Investors, L.L.C. | 2,649 | $2.82M | 1.41% | −934−26.1% | Reduced |
| Paragon Advisors, LLC | 2,651 | $2.82M | 0.59% | −631−19.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,656 | $2.83M | 0.61% | −256−8.8% | Reduced |
| Chesapeake Wealth Management | 2,656 | $2.83M | 0.79% | −166−5.9% | Reduced |
| O'Neil Global Advisors, Inc. | 2,657 | $2.83M | 0.63% | +2,041+331.3% | Added |
| Bank of Stockton | 2,658 | $2.83M | 0.79% | −287−9.7% | Reduced |
| Washington Trust Advisors, Inc. | 2,663 | $2.84M | 0.21% | +17+0.6% | Added |
| Retirement Guys Formula LLC | 2,664 | $2.84M | 1.07% | +142+5.6% | Added |
| Tradition Wealth Management, LLC | 2,665 | $2.84M | 0.17% | +47+1.8% | Added |
| Sawgrass Asset Management LLC | 2,667 | $2.84M | 0.38% | −179−6.3% | Reduced |
| LFG Wealth Partners, LLC | 2,669 | $2.84M | 1.33% | +217+8.8% | Added |
| Klingenstein Fields & Co LP | 2,671 | $2.84M | 0.10% | +43+1.6% | Added |
| Farmers National Bank | 2,676 | $2.85M | 0.59% | −76−2.8% | Reduced |
| Cypress Asset Management Inc | 2,683 | $2.86M | 0.56% | +19+0.7% | Added |
| Capstone Financial Advisors, Inc. | 2,693 | $2.87M | 0.14% | +30+1.1% | Added |
| COFG Advisors, LLC | 2,693 | $2.87M | 0.50% | +1,717+175.9% | Added |
| AssuredPartners Investment Advisors, LLC | 2,699 | $2.87M | 0.28% | −23−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 2,700 | $2.88M | 0.61% | −1,200−30.8% | Reduced |
| Palumbo Wealth Management LLC | 2,706 | $2.88M | 0.61% | +37+1.4% | Added |
| First Interstate Bank | 2,716 | $2.89M | 0.15% | −74−2.7% | Reduced |
| Proficio Capital Partners LLC | 2,720 | $2.90M | 0.10% | +2,007+281.5% | Added |
| Markowski Investments | 2,722 | $2.90M | 0.64% | +2,722 | New |
| Verus Capital Partners, LLC | 2,722 | $2.90M | 0.16% | +29+1.1% | Added |
| Abacus Planning Group, Inc. | 2,738 | $2.92M | 0.36% | −222−7.5% | Reduced |
| Missouri Trust & Investment Co | 3,579 | $2.92M | 0.79% | −15−0.4% | Reduced |
| CMG Global Holdings, LLC | 2,742 | $2.92M | 1.24% | +6+0.2% | Added |
| Cranbrook Wealth Management, LLC | 2,756 | $2.93M | 0.55% | −12−0.4% | Reduced |
| Trace Wealth Advisors, LLC | 2,757 | $2.94M | 1.92% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,763 | $2.94M | 1.92% | −6−0.2% | Reduced |
| 1 North Wealth Services LLC | 2,771 | $2.95M | 0.96% | −279−9.1% | Reduced |
| Gallo Partners, LP | 2,779 | $2.96M | 6.56% | −295−9.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,779 | $2.96M | 0.08% | −149−5.1% | Reduced |
| Creekside Partners | 2,786 | $2.97M | 1.07% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 2,790 | $2.97M | 0.14% | −84−2.9% | Reduced |
| Westwood Holdings Group Inc. | 2,791 | $2.97M | 0.02% | −1,242−30.8% | Reduced |
| Claris Advisors, LLC | 2,797 | $2.98M | 0.78% | −10.0% | Reduced |
| Peavine Capital, LLC | 2,800 | $2.98M | 0.63% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,800 | $2.98M | 0.17% | +542+24.0% | Added |
| CVA Family Office, LLC | 2,803 | $2.98M | 0.27% | +9+0.3% | Added |
| McAdam, LLC | 2,807 | $2.99M | 0.12% | +254+9.9% | Added |
| Van Hulzen Asset Management, LLC | 2,809 | $2.99M | 0.21% | +1,293+85.3% | Added |
| EFG International AG | 2,812 | $2.99M | 0.05% | −421−13.0% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 2,814 | $3.00M | 2.40% | −104−3.6% | Reduced |
| GKV Capital Management Co., Inc. | 2,814 | $3.00M | 0.97% | +2+0.1% | Added |
| Generali Investments, Management Co LLC | 2,814 | $3.00M | 0.65% | +1,606+132.9% | Added |
| Paragon Capital Management LLC | 2,816 | $3.00M | 1.39% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 2,818 | $3.00M | 0.40% | +1,437+104.1% | Added |
| Compass Ion Advisors, LLC | 2,821 | $3.00M | 0.26% | −10.0% | Reduced |