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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; 4,069 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
4,069
+349 vs. Q1 2026
Shares held
330.6M
−492.4K (−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
1,609 more reduced

52 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.

Institutional holdersQ2 2026: 4,069 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ2 2026: $351.1B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2026.

Institutions holding CAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Willis Johnson & Associates, Inc.190$202.8K0.01%−298−61.1%Reduced
WorthPointe, LLC191$203.4K0.05%+191New
Stage Harbor Financial, LLC191$203.4K0.12%+191New
DDFG, Inc191$203.4K0.04%+191New
Plum Street Advisors, LLC191$203.4K0.06%+191New
Stony Point Wealth Management Inc.192$204.4K0.07%+192New
J2 Capital Management Inc192$204.5K0.14%−1,035−84.4%Reduced
Kerr Financial Planning Corp193$204.5K0.23%+1+0.5%Added
Snider Financial Group193$205.1K0.05%+193New
Nvest Wealth Strategies, Inc.193$205.2K0.13%00.0%Unchanged
Elevated Financial Group LLC193$205.4K0.06%+193New
Essential Partners LLC193$205.5K0.09%+34+21.4%Added
D L Carlson Investment Group Inc193$205.5K0.03%+193New
Lotus Technology Management, LP194$206.6K0.26%+194New
BWM Planning, LLC194$206.9K0.05%+194New
Regency Capital Management Inc.195$207.6K0.08%+195New
Sprinkle Financial Consultants LLC195$207.7K0.08%+195New
Sfam, LLC195$207.7K0.17%00.0%Unchanged
Riverwater Partners LLC195$207.7K0.06%+195New
Morling Financial Advisors, LLC195$207.7K0.06%+195New
Continuum Wealth Advisors, LLC195$207.7K0.07%+195New
Maloon Powers Pitre Higgins & Dennehy, LLC196$208.2K0.07%+196New
Cornerstone Wealth Advisors, Inc.196$208.7K0.04%+196New
Pettinga Financial Advisors, LLC196$208.7K0.03%+196New
Johnson & White Wealth Management, LLC196$208.7K0.08%+196New
True Blue Financial, LLC196$208.8K0.09%+196New
Family Wealth Group, LLC197$210.2K0.11%+197New
Alpha Financial Partners, LLC198$210.6K0.11%+198New
Atlas Capital Advisors LLC198$210.8K0.02%+169+582.8%Added
Drake & Associates, LLC198$210.9K0.04%+198New
Scarborough Advisors, LLC232$211.0K0.02%−52−18.3%Reduced
Retirement Planning Group, LLC199$211.9K0.12%+199New
Crumly & Associates Inc.199$211.9K0.04%+199New
Stillwater Private Wealth, LLC248$212.0K0.14%+248New
Chelsea Counsel Co200$213.0K0.09%00.0%Unchanged
Horrell Capital Management, Inc.200$213.0K0.10%00.0%Unchanged
Broadwater Capital Management LLC200$213.0K0.15%00.0%Unchanged
Lawson Kroeker Investment Management Inc200$213.0K0.06%+200New
Robotti Robert200$213.0K0.03%+200New
Sonata Capital Group Inc200$213.0K0.07%+200New
Zevin Asset Management LLC200$213.0K0.03%+200New
Godshalk Welsh Capital Management, Inc.200$213.0K0.12%+200New
Croban200$213.0K0.09%+200New
Winning Points Advisors, LLC200$213.0K0.28%+200New
Single Point Partners, LLC200$213.0K0.04%+200New
TriaGen Wealth Management LLC200$213.0K0.05%+200New
Patrick Mauro Investment Advisor, INC.200$213.0K0.11%+200New
Flagstone Financial Management200$213.0K0.05%+200New
NBZ Investment Advisors LLC200$213.0K0.08%+200New
Farrow Financial Inc.200$213.0K0.11%+200New
Ballast Rock Private Wealth LLC200$213.0K0.10%+200New
Sentinel Advisory Group, LLC200$213.0K0.09%+200New
Timbuktu Capital Management, LLC200$213.0K0.32%+200New
J.M. Arbour, LLC200$213.4K0.18%+200New
Bluestem Financial Advisors, LLC201$213.6K0.07%+201New
Seros Financial, LLC201$214.0K0.11%+201New
Penney Financial, LLC202$214.7K0.08%+202New
Blue Fin Capital, Inc.202$215.1K0.03%+202New
Providence Capital Advisors, LLC202$215.1K0.03%+202New
Pasadena Private Wealth, LLC203$215.8K0.03%+203New
Neumann Capital Management, LLC203$216.2K0.14%+203New
Murphy & Mullick Capital Management Corp203$216.2K0.13%+1+0.5%Added
Eagle Strategies LLC205$218.2K0.02%+205New
New Covenant Trust Company, N.A.205$218.3K0.16%−93−31.2%Reduced
Greenup Street Wealth Management LLC206$218.8K0.03%+206New
Clayton Financial Group LLC206$219.4K0.12%−276−57.3%Reduced
Endeavor Private Wealth, Inc.206$219.5K0.05%+206New
Avail Investment Partners, LLC207$219.9K0.17%+207New
Paladin Partners, LLC207$220.4K0.15%00.0%Unchanged
McRae Capital Management Inc207$220.4K0.04%+207New
ASL Financial, LLC207$220.4K0.16%+207New
SFE Investment Counsel208$221.1K0.03%+208New
Triune Financial Partners, LLC208$221.5K0.05%+208New
Basso Capital Management, L.P.208$221.5K0.05%+208New
Lutz Financial Services LLC208$221.5K0.01%+208New
PAX Financial Group, LLC208$221.5K0.03%+208New
Serenity Investment Advisors272$221.8K0.09%+7+2.6%Added
Lee-Kelleher Wealth Management209$222.6K0.12%+209New
Prospect Financial Services LLC209$222.6K0.11%+209New
Evergreen Advisors, LLC210$224.1K0.05%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.211$224.4K0.13%+1+0.5%Added
High Note Wealth, LLC211$224.7K0.04%+2+1.0%Added
Urban Wealth Management, LLC211$224.7K0.20%+211New
Berman McAleer LLC211$224.7K0.03%+211New
Pring Turner Capital Group Inc263$225.4K0.13%+263New
Silicon Valley Capital Partners212$225.5K0.02%−297−58.3%Reduced
Evergreen Wealth Partners LLC212$226.2K0.14%+212New
Schubert & Co213$226.7K0.16%+213New
Sonoma Private Wealth LLC213$226.8K0.24%+213New
Bright Futures Wealth Management, LLC.213$227.1K0.15%+213New
Henrickson Nauta Wealth Advisors, Inc.213$227.3K0.06%+213New
Founders Capital Management214$227.9K0.10%+34+18.9%Added
Collective Family Office LLC214$227.9K0.05%+214New
Manhattan West Asset Management, LLC214$227.9K0.04%+214New
Fearless Solutions, LLC dba Best Invest214$227.9K0.12%+214New
Johnson Wealth Management, LLC214$227.9K0.10%+214New
Salvus Wealth Management, LLC215$229.0K0.13%−100−31.7%Reduced
Westbourne Investments, Inc.215$229.0K0.09%+215New
Life Planning Partners, Inc215$229.0K0.17%+215New
Centerpoint Advisors, LLC215$229.0K0.07%00.0%Unchanged