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
Q3 2026 data is still coming in: 9 institutions have reported holding CAT so far. See Q3 2026
- Institutional holders
- 4,070
- +348 vs. Q1 2026
- Shares held
- 330.6M
- −493.2K (−0.1%) vs. Q1 2026
- Total value
- $351.1B
- +$119.4B (+51.5%) vs. Q1 2026
- New holders
- 452
- 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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 6,175 | $6.58M | 0.93% | −1,390−18.4% | Reduced |
| Old Mission Investment Co LLC | 6,179 | $6.58M | 1.37% | −1,119−15.3% | Reduced |
| JBR Co Financial Management Inc | 6,205 | $6.61M | 2.41% | −47−0.8% | Reduced |
| AdvisorNet Financial, Inc | 6,219 | $6.62M | 0.30% | −196−3.1% | Reduced |
| BNP Paribas | 6,365 | $6.63M | 0.18% | −7,191−53.0% | Reduced |
| Vantage Point Financial LLC | 6,230 | $6.63M | 2.03% | +36+0.6% | Added |
| Weatherly Asset Management L. P. | 6,231 | $6.64M | 0.47% | +260+4.4% | Added |
| Vectors Research Management, LLC | 6,233 | $6.64M | 1.73% | +64+1.0% | Added |
| Cottage Street Advisors LLC | 6,267 | $6.64M | 2.57% | −273−4.2% | Reduced |
| Donaldson Capital Management, LLC | 6,248 | $6.65M | 0.19% | +2,166+53.1% | Added |
| Monticello Wealth Management, LLC | 6,263 | $6.67M | 0.37% | +708+12.7% | Added |
| Southeast Asset Advisors Inc. | 6,269 | $6.68M | 0.68% | +10.0% | Added |
| NewEdge Wealth, LLC | 6,274 | $6.68M | 0.07% | +597+10.5% | Added |
| McLaughlin Asset Management, Inc. | 6,312 | $6.72M | 4.63% | +2,030+47.4% | Added |
| Virtu Financial LLC | 6,328 | $6.74M | 0.21% | +6,328 | New |
| Cambridge Advisors Inc. | 6,337 | $6.75M | 1.16% | −240−3.6% | Reduced |
| Rollins Financial Advisors, LLC | 6,342 | $6.75M | 0.89% | +490+8.4% | Added |
| Greenfield Savings Bank | 6,348 | $6.76M | 2.56% | −111−1.7% | Reduced |
| Private Trust Co NA | 6,358 | $6.77M | 0.54% | +91+1.5% | Added |
| Precision Wealth Strategies, LLC | 6,368 | $6.78M | 2.04% | +864+15.7% | Added |
| NS Partners Ltd | 6,377 | $6.79M | 0.29% | +6,377 | New |
| Focused Wealth Management, Inc | 6,432 | $6.85M | 0.60% | −1,086−14.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 6,930 | $6.87M | 1.39% | −11−0.2% | Reduced |
| Money Concepts Capital Corp | 6,452 | $6.87M | 0.32% | −1,403−17.9% | Reduced |
| MB, Levis & Associates, LLC | 6,512 | $6.93M | 2.56% | −54−0.8% | Reduced |
| Longbow Finance SA | 6,518 | $6.94M | 0.89% | −2,957−31.2% | Reduced |
| Legacy Financial Strategies, LLC | 6,554 | $6.98M | 1.08% | −321−4.7% | Reduced |
| Ignite Planners, LLC | 6,563 | $6.99M | 0.96% | −299−4.4% | Reduced |
| Nemes Rush Group LLC | 6,564 | $6.99M | 0.58% | −27−0.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 6,577 | $7.00M | 0.33% | −268−3.9% | Reduced |
| Guardian Wealth Management, Inc. | 6,581 | $7.01M | 3.44% | +69+1.1% | Added |
| AMG National Trust Bank | 6,629 | $7.06M | 0.15% | −1,747−20.9% | Reduced |
| National Asset Management, Inc. | 6,835 | $7.06M | 0.39% | +84+1.2% | Added |
| Keystone Investors Pte Ltd | 6,659 | $7.09M | 0.38% | +6,659 | New |
| Howland Capital Management LLC | 6,659 | $7.09M | 0.26% | −26−0.4% | Reduced |
| RFP Financial Group LLC | 6,688 | $7.12M | 3.19% | +3,246+94.3% | Added |
| Eagle Rock Investment Company, LLC | 6,700 | $7.13M | 0.88% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 6,705 | $7.14M | 2.60% | +1,272+23.4% | Added |
| Inspire Advisors, LLC | 6,722 | $7.15M | 0.50% | −1,059−13.6% | Reduced |
| Brevan Howard Capital Management LP | 6,712 | $7.15M | 0.10% | −1,921−22.3% | Reduced |
| Wilkerson Advisory Group LLC | 6,724 | $7.16M | 2.20% | −656−8.9% | Reduced |
| MCF Advisors LLC | 6,733 | $7.17M | 0.26% | +2,750+69.0% | Added |
| Harbor Capital Advisors, Inc. | 6,770 | $7.21M | 0.49% | +45+0.7% | Added |
| Cross Staff Investments Inc | 6,781 | $7.22M | 4.30% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 6,786 | $7.23M | 0.58% | +20.0% | Added |
| Hillsdale Investment Management Inc. | 6,787 | $7.23M | 0.16% | +190+2.9% | Added |
| Portfolio Design Labs, LLC | 6,788 | $7.23M | 1.19% | +5,019+283.7% | Added |
| Schear Investment Advisers, LLC | 6,794 | $7.23M | 2.42% | +226+3.4% | Added |
| Staley Capital Advisers Inc | 6,800 | $7.24M | 0.28% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,811 | $7.25M | 0.22% | +5,862+617.7% | Added |
| Verdence Capital Advisors LLC | 6,833 | $7.28M | 0.38% | −857−11.1% | Reduced |
| Becker Capital Management Inc | 6,849 | $7.29M | 0.20% | −23−0.3% | Reduced |
| Arvest Bank Trust Division | 6,856 | $7.30M | 0.36% | −41−0.6% | Reduced |
| Accurate Wealth Management, LLC | 7,684 | $7.31M | 0.70% | −518−6.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,880 | $7.33M | 0.41% | +6,880 | New |
| Dorsey & Whitney Trust CO LLC | 6,895 | $7.34M | 0.36% | −84−1.2% | Reduced |
| Shepherd Financial Partners LLC | 6,913 | $7.36M | 0.60% | +488+7.6% | Added |
| Field & Main Bank | 6,925 | $7.37M | 1.52% | −230−3.2% | Reduced |
| Evolve Private Wealth, LLC | 6,925 | $7.37M | 0.45% | −1,277−15.6% | Reduced |
| Fulcrum Asset Management LLP | 7,158 | $7.40M | 0.74% | +7,158 | New |
| Lee Johnson Capital Management, LLC | 6,955 | $7.41M | 2.32% | +130+1.9% | Added |
| Quest Investment Management LLC | 6,968 | $7.42M | 0.87% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,977 | $7.43M | 0.18% | +127+1.9% | Added |
| Capital & Planning, LLC | 6,983 | $7.44M | 3.84% | +36+0.5% | Added |
| Adirondack Trust Co | 6,992 | $7.45M | 2.22% | −564−7.5% | Reduced |
| South Dakota Investment Council | 7,001 | $7.46M | 0.13% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 7,004 | $7.46M | 0.90% | +316+4.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,005 | $7.46M | 0.34% | −4,751−40.4% | Reduced |
| Loudon Investment Management, LLC | 7,033 | $7.49M | 3.68% | −408−5.5% | Reduced |
| Little House Capital LLC | 7,038 | $7.49M | 1.68% | −242−3.3% | Reduced |
| Marathon Wealth Advisors LLC | 7,050 | $7.51M | 2.57% | −25−0.4% | Reduced |
| Western Financial Corp | 7,055 | $7.51M | 2.20% | +213+3.1% | Added |
| Clear Trail Advisors, LLC | 7,064 | $7.52M | 1.15% | −46−0.6% | Reduced |
| Radnor Capital Management, LLC | 7,091 | $7.55M | 1.06% | −1,275−15.2% | Reduced |
| Pensionmark Financial Group, LLC | 10,424 | $7.59M | 0.13% | −1,533−12.8% | Reduced |
| Sumitomo Life Insurance Co | 7,130 | $7.59M | 0.12% | −418−5.5% | Reduced |
| Argent Advisors, Inc. | 7,133 | $7.60M | 1.90% | −121−1.7% | Reduced |
| Advisory Alpha, LLC | 7,135 | $7.60M | 0.19% | +1,091+18.1% | Added |
| DT Investment Partners, LLC | 7,148 | $7.61M | 0.57% | +45+0.6% | Added |
| Keel Point, LLC | 7,154 | $7.62M | 0.45% | +3,623+102.6% | Added |
| Gamco Investors, Inc. Et Al | 7,176 | $7.64M | 0.07% | +138+2.0% | Added |
| Robbins Farley LLC | 7,177 | $7.64M | 2.93% | −2,424−25.2% | Reduced |
| Fruth Investment Management | 7,188 | $7.65M | 1.82% | −42−0.6% | Reduced |
| Asset One Wealth Management LLC | 8,385 | $7.67M | 0.81% | +60+0.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,204 | $7.67M | 1.09% | −1,026−12.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,211 | $7.68M | 3.12% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 7,250 | $7.72M | 2.79% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,256 | $7.73M | 0.21% | −1,081−13.0% | Reduced |
| Global Trust Asset Management, LLC | 7,256 | $7.73M | 2.42% | −462−6.0% | Reduced |
| Tyche Wealth Partners LLC | 7,284 | $7.76M | 1.09% | −79−1.1% | Reduced |
| Capital Management Associates, Inc | 7,312 | $7.79M | 1.57% | +78+1.1% | Added |
| Bridgewater Associates, LP | 7,329 | $7.80M | 0.03% | −75,173−91.1% | Reduced |
| Boltwood Capital Management | 7,359 | $7.84M | 1.80% | −212−2.8% | Reduced |
| Evergreen Capital Management LLC | 7,383 | $7.86M | 0.14% | −461−5.9% | Reduced |
| Huntleigh Advisors, Inc. | 7,408 | $7.89M | 1.10% | +544+7.9% | Added |
| Phoenix Holdings Ltd. | 7,433 | $7.91M | 0.05% | −383−4.9% | Reduced |
| Investors Asset Management of Georgia Inc | 7,447 | $7.93M | 2.76% | −217−2.8% | Reduced |
| Modera Wealth Management, LLC | 7,448 | $7.93M | 0.08% | +486+7.0% | Added |
| Exchange Bank | 7,472 | $7.96M | 4.95% | 00.0% | Unchanged |
| Old Port Advisors | 7,489 | $7.98M | 1.57% | +69+0.9% | Added |