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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 3,219 | $3.43M | 0.60% | −155−4.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 3,261 | $3.47M | 0.64% | +23+0.7% | Added |
| PFC Capital Group, Inc. | 3,267 | $3.48M | 1.34% | −50−1.5% | Reduced |
| BayBridge Capital Group, LLC | 3,269 | $3.48M | 1.81% | −1,095−25.1% | Reduced |
| LexAurum Advisors, LLC | 3,274 | $3.49M | 0.40% | −33−1.0% | Reduced |
| Trinity Legacy Partners, LLC | 3,976 | $3.49M | 0.70% | +68+1.7% | Added |
| Patton Fund Management, Inc. | 3,282 | $3.50M | 0.76% | −1,616−33.0% | Reduced |
| Financial Management Network Inc | 3,973 | $3.50M | 0.50% | +10.0% | Added |
| World Equity Group, Inc. | 3,285 | $3.50M | 0.78% | −3,723−53.1% | Reduced |
| Orca Wealth Management, LLC | 3,288 | $3.50M | 2.10% | 00.0% | Unchanged |
| Emerald Investment Advisers, LLC | 3,293 | $3.51M | 0.23% | +938+39.8% | Added |
| Providence Financial Advisors, LLC | 3,297 | $3.51M | 2.00% | −10.0% | Reduced |
| Southern Michigan Bank & Trust | 3,302 | $3.52M | 1.25% | +982+42.3% | Added |
| Richwood Investment Advisors, LLC | 3,309 | $3.52M | 2.48% | +75+2.3% | Added |
| Spreng Capital Management, Inc. | 3,319 | $3.53M | 1.29% | −41−1.2% | Reduced |
| Wilkins Investment Counsel Inc | 3,325 | $3.54M | 0.48% | −203−5.8% | Reduced |
| Moody National Bank Trust Division | 3,330 | $3.55M | 0.29% | −32−1.0% | Reduced |
| Marex Group plc | 3,333 | $3.55M | 0.03% | +1,342+67.4% | Added |
| Corundum Group, Inc. | 3,337 | $3.55M | 1.05% | −22−0.7% | Reduced |
| Montecito Bank & Trust | 3,338 | $3.55M | 0.53% | −6−0.2% | Reduced |
| Platt Wealth Management LLC | 3,348 | $3.56M | 2.87% | +10.0% | Added |
| Gould Capital, LLC | 3,353 | $3.57M | 1.99% | −1,566−31.8% | Reduced |
| Uncommon Cents Investing LLC | 3,359 | $3.58M | 0.78% | −22−0.7% | Reduced |
| Philadelphia Trust Co | 3,370 | $3.59M | 0.23% | −30−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,376 | $3.60M | 0.12% | +217+6.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,381 | $3.60M | 0.36% | −36−1.1% | Reduced |
| Boston Research & Management Inc | 3,382 | $3.60M | 0.80% | −120−3.4% | Reduced |
| Evermay Wealth Management LLC | 3,383 | $3.60M | 0.37% | +121+3.7% | Added |
| Wealth Effects LLC | 3,384 | $3.60M | 0.97% | −14−0.4% | Reduced |
| Moore Capital Management, LP | 3,386 | $3.61M | 0.08% | +3,386 | New |
| Fort Sheridan Advisors LLC | 3,391 | $3.61M | 0.39% | −200−5.6% | Reduced |
| Woodward Diversified Capital, LLC | 3,394 | $3.61M | 1.59% | −789−18.9% | Reduced |
| Avestar Capital, LLC | 3,395 | $3.62M | 0.21% | +88+2.7% | Added |
| Investment Partners, Ltd. | 3,406 | $3.63M | 1.13% | −30−0.9% | Reduced |
| Lantern Wealth Advisors, LLC | 3,412 | $3.63M | 1.66% | −12−0.4% | Reduced |
| Inman Jager Wealth Management, LLC | 3,413 | $3.63M | 1.93% | −924−21.3% | Reduced |
| Eads & Heald Wealth Management | 3,413 | $3.63M | 1.78% | −626−15.5% | Reduced |
| Montis Financial, LLC | 3,416 | $3.64M | 0.74% | −20−0.6% | Reduced |
| Canopy Partners, LLC | 3,420 | $3.64M | 1.10% | −43−1.2% | Reduced |
| South State Corp. | 3,424 | $3.65M | 0.15% | −279−7.5% | Reduced |
| Vanguard Capital Wealth Advisors | 3,434 | $3.66M | 2.48% | −107−3.0% | Reduced |
| Cim Investment Mangement Inc | 3,437 | $3.66M | 0.88% | −329−8.7% | Reduced |
| Thomasville National Bank | 3,437 | $3.66M | 0.20% | +3,437 | New |
| Byrne Asset Management LLC | 3,440 | $3.66M | 1.99% | −295−7.9% | Reduced |
| ZEGA Investments, LLC | 3,449 | $3.67M | 0.61% | −203−5.6% | Reduced |
| Magnus Financial Group LLC | 3,452 | $3.68M | 0.26% | +110+3.3% | Added |
| Live Oak Private Wealth LLC | 3,455 | $3.68M | 0.46% | −50−1.4% | Reduced |
| Rokos Capital Management LLP | 3,462 | $3.69M | 0.05% | +3,462 | New |
| Fairview Capital Investment Management, LLC | 3,463 | $3.69M | 0.19% | −100−2.8% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,468 | $3.69M | 2.55% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 3,475 | $3.70M | 1.56% | +10+0.3% | Added |
| CMH Wealth Management LLC | 3,493 | $3.72M | 0.57% | −167−4.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,495 | $3.72M | 0.44% | −576−14.1% | Reduced |
| Security Financial Services, INC. | 3,500 | $3.73M | 0.52% | −165−4.5% | Reduced |
| Portside Wealth Group, LLC | 3,505 | $3.73M | 0.44% | −194−5.2% | Reduced |
| Aspen Investment Management Inc | 3,515 | $3.74M | 1.01% | −29−0.8% | Reduced |
| Patten & Patten Inc | 3,520 | $3.75M | 0.20% | −192−5.2% | Reduced |
| CRA Financial Services, LLC | 3,528 | $3.76M | 0.43% | +11+0.3% | Added |
| Delta Financial Advisors LLC | 3,533 | $3.76M | 0.89% | +35+1.0% | Added |
| Evernest Financial Advisors, LLC | 3,539 | $3.77M | 0.79% | −164−4.4% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,539 | $3.77M | 1.11% | +3,539 | New |
| Ancora Advisors, LLC | 3,544 | $3.77M | 0.07% | −261−6.9% | Reduced |
| Chicago Partners Investment Group LLC | 4,237 | $3.79M | 0.08% | +784+22.7% | Added |
| Prestige Wealth Management Group LLC | 3,563 | $3.79M | 0.69% | +925+35.1% | Added |
| Benin Management CORP | 3,585 | $3.82M | 0.77% | −80−2.2% | Reduced |
| Centaurus Financial, Inc. | 3,586 | $3.82M | 0.15% | +407+12.8% | Added |
| King Wealth | 3,593 | $3.83M | 0.42% | +56+1.6% | Added |
| Cascade Investment Advisors, Inc. | 3,595 | $3.83M | 2.09% | −693−16.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,603 | $3.84M | 0.71% | −44−1.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,606 | $3.84M | 0.09% | +3,135+665.6% | Added |
| Central Pacific Bank - Trust Division | 3,621 | $3.86M | 0.39% | +495+15.8% | Added |
| Patrick M Sweeney & Associates, Inc | 3,622 | $3.86M | 2.22% | −7−0.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 3,626 | $3.86M | 0.13% | 00.0% | Unchanged |
| Investment Management Trust, LLC | 3,637 | $3.87M | 3.47% | +6+0.2% | Added |
| Strategic Blueprint, LLC | 3,638 | $3.87M | 0.19% | +125+3.6% | Added |
| Lantz Financial LLC | 3,638 | $3.87M | 0.71% | +57+1.6% | Added |
| Bridgeway Capital Management, LLC | 3,640 | $3.88M | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,646 | $3.88M | 0.20% | +681+23.0% | Added |
| BBR Partners, LLC | 3,652 | $3.89M | 0.18% | −4−0.1% | Reduced |
| Bowen Hanes & Co Inc | 5,495 | $3.89M | 0.09% | 00.0% | Unchanged |
| Enclave Advisors LLC | 3,658 | $3.90M | 0.51% | +191+5.5% | Added |
| Occudo Quantitative Strategies LP | 3,661 | $3.90M | 0.21% | +1,357+58.9% | Added |
| Garrett Investment Advisors LLC | 3,662 | $3.90M | 0.28% | −953−20.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,670 | $3.91M | 0.01% | −3,031−45.2% | Reduced |
| Fire Capital Management LLC | 3,679 | $3.92M | 1.59% | −573−13.5% | Reduced |
| Braeburn Wealth Management LLC | 3,686 | $3.93M | 1.68% | +136+3.8% | Added |
| Advisors Management Group Inc | 3,705 | $3.94M | 0.65% | −208−5.3% | Reduced |
| Blue Chip Partners, Inc. | 3,705 | $3.95M | 0.25% | +10.0% | Added |
| Diversified Enterprises, LLC | 3,721 | $3.96M | 0.19% | +10.0% | Added |
| Rehmann Capital Advisory Group | 3,730 | $3.97M | 0.18% | +96+2.6% | Added |
| Hager Investment Management Services, LLC | 3,742 | $3.99M | 1.83% | −521−12.2% | Reduced |
| Signal Advisors Wealth, LLC | 3,745 | $3.99M | 0.21% | +635+20.4% | Added |
| Van Strum & Towne Inc. | 3,745 | $3.99M | 1.09% | −80−2.1% | Reduced |
| Waldron Private Wealth LLC | 3,769 | $4.01M | 0.14% | +192+5.4% | Added |
| Premier Financial Group | 3,784 | $4.03M | 0.88% | +3,784 | New |
| IVC Wealth Advisors LLC | 3,802 | $4.05M | 1.58% | −60−1.6% | Reduced |
| Williamson Legacy Group, LLC | 3,805 | $4.05M | 2.01% | +1,880+97.7% | Added |
| McGuire Capital Advisors Inc | 3,808 | $4.06M | 2.21% | +40+1.1% | Added |
| Fort Point Capital Partners LLC | 3,813 | $4.06M | 0.44% | −65−1.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,824 | $4.07M | 0.91% | −227−5.6% | Reduced |