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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 9,379 | $9.99M | 0.43% | −89−0.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,387 | $9.99M | 3.39% | −158−1.7% | Reduced |
| Soltis Investment Advisors LLC | 9,392 | $10.0M | 0.58% | +285+3.1% | Added |
| Concord Wealth Partners | 9,417 | $10.0M | 1.15% | −347−3.6% | Reduced |
| Confluence Wealth Services, Inc. | 9,423 | $10.0M | 0.29% | +2,531+36.7% | Added |
| Ballentine Partners, LLC | 9,435 | $10.0M | 0.12% | +173+1.9% | Added |
| CPA Asset Management LLC | 9,466 | $10.1M | 2.90% | −778−7.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 9,475 | $10.1M | 1.55% | 00.0% | Unchanged |
| MWA Asset Management | 9,493 | $10.1M | 4.57% | −844−8.2% | Reduced |
| Choate Investment Advisors | 9,496 | $10.1M | 0.18% | +50+0.5% | Added |
| Nikko Asset Management Americas, Inc. | 9,516 | $10.1M | 0.13% | −900−8.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 9,538 | $10.2M | 3.03% | +9,538 | New |
| Liontrust Investment Partners LLP | 9,540 | $10.2M | 0.15% | −15,788−62.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,542 | $10.2M | 2.46% | −145−1.5% | Reduced |
| Twin Capital Management Inc | 9,594 | $10.2M | 1.11% | +126+1.3% | Added |
| Capital Investment Counsel, Inc | 9,610 | $10.2M | 1.10% | −1,260−11.6% | Reduced |
| Walleye Trading LLC | 9,613 | $10.2M | 0.14% | +6,667+226.3% | Added |
| J. Safra Sarasin Holding AG | 12,181 | $10.2M | 0.15% | +1,140+10.3% | Added |
| RMB Capital Management, LLC | 9,620 | $10.2M | 0.16% | +115+1.2% | Added |
| IFG Advisory, LLC | 9,630 | $10.3M | 0.36% | +9,158+1,940.3% | Added |
| Jericho Financial, LLP | 9,649 | $10.3M | 5.32% | +96+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,691 | $10.3M | 0.05% | +486+5.3% | Added |
| Lockheed Martin Investment Management Co | 9,700 | $10.3M | 0.41% | +9,700 | New |
| MONECO Advisors, LLC | 9,710 | $10.3M | 0.63% | +3,418+54.3% | Added |
| SevenBridge Financial Group, LLC | 12,290 | $10.4M | 1.52% | −106−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,741 | $10.4M | 0.64% | −141−1.4% | Reduced |
| Nilsine Partners, LLC | 9,750 | $10.4M | 0.72% | +77+0.8% | Added |
| Rockline Wealth Management, LLC | 9,752 | $10.4M | 1.99% | +473+5.1% | Added |
| Tritonpoint Wealth, LLC | 9,764 | $10.4M | 1.02% | −189−1.9% | Reduced |
| LMG Wealth Partners, LLC | 9,767 | $10.4M | 1.66% | +104+1.1% | Added |
| Thoroughbred Financial Services, LLC | 9,769 | $10.4M | 0.50% | +18+0.2% | Added |
| Mattern Wealth Management LLC | 9,771 | $10.4M | 1.71% | +30.0% | Added |
| River Wealth Advisors LLC | 9,782 | $10.4M | 1.09% | +288+3.0% | Added |
| Mystic Asset Management, Inc. | 9,809 | $10.4M | 2.23% | −139−1.4% | Reduced |
| Finer Wealth Management, Inc. | 9,816 | $10.5M | 4.67% | −143−1.4% | Reduced |
| Fox Hill Wealth Management | 9,832 | $10.5M | 4.20% | +4,701+91.6% | Added |
| Wellington Shields & Co., LLC | 9,907 | $10.5M | 2.36% | +424+4.5% | Added |
| RFG Advisory, LLC | 9,930 | $10.6M | 0.17% | +414+4.4% | Added |
| Hudson Capital Management LLC | 9,942 | $10.6M | 2.56% | −752−7.0% | Reduced |
| Ibex Wealth Advisors | 9,965 | $10.6M | 0.83% | +48+0.5% | Added |
| TritonPoint Partners, LLC | 9,969 | $10.6M | 0.88% | +9,091+1,035.4% | Added |
| HWG Holdings LP | 9,989 | $10.6M | 2.41% | +5,946+147.1% | Added |
| DKRT Investments Corp. | 10,000 | $10.6M | 2.60% | −5,000−33.3% | Reduced |
| Chicago Capital, LLC | 10,003 | $10.7M | 0.26% | +2,110+26.7% | Added |
| Advisors Preferred, LLC | 11,056 | $10.7M | 1.65% | +311+2.9% | Added |
| Asset Management Group, Inc. | 10,005 | $10.7M | 1.56% | −796−7.4% | Reduced |
| Naviter Wealth, LLC | 10,011 | $10.7M | 0.97% | +2,303+29.9% | Added |
| ABN AMRO Bank N.V. | 10,130 | $10.7M | 0.14% | +2,834+38.8% | Added |
| Stokes Capital Advisors, LLC | 10,019 | $10.7M | 2.28% | −1,259−11.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,027 | $10.7M | 0.55% | +414+4.3% | Added |
| Focus Financial Network, Inc. | 10,043 | $10.7M | 0.33% | +160+1.6% | Added |
| Whalerock Point Partners, LLC | 10,057 | $10.7M | 1.82% | −115−1.1% | Reduced |
| Jones Kertz & Associates, Inc. | 10,073 | $10.7M | 4.95% | −1,227−10.9% | Reduced |
| Argyle Capital Management Inc. | 10,082 | $10.7M | 3.09% | −277−2.7% | Reduced |
| Ramirez Asset Management, Inc. | 10,110 | $10.8M | 1.12% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,239 | $10.8M | 0.39% | −384−3.0% | Reduced |
| NorthRock Partners, LLC | 10,121 | $10.8M | 0.16% | +35+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 10,122 | $10.8M | 0.47% | −120−1.2% | Reduced |
| BCJ Capital Management, LLC | 10,127 | $10.8M | 0.54% | +6,730+198.1% | Added |
| Oddo BHF Asset Management SAS | 10,142 | $10.8M | 0.50% | +831+8.9% | Added |
| Providence Wealth Advisors, LLC | 11,040 | $10.8M | 6.38% | −150−1.3% | Reduced |
| Occidental Asset Management, LLC | 10,195 | $10.9M | 1.08% | +105+1.0% | Added |
| Trajan Wealth LLC | 10,201 | $10.9M | 0.41% | −6,985−40.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,211 | $10.9M | 0.10% | +2,481+32.1% | Added |
| Boyd Watterson Asset Management LLC | 10,281 | $10.9M | 2.95% | −24−0.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,286 | $11.0M | 0.52% | −254−2.4% | Reduced |
| Lifeworks Advisors, LLC | 10,297 | $11.0M | 1.15% | +794+8.4% | Added |
| Smith, Moore & Co. | 10,324 | $11.0M | 0.71% | −287−2.7% | Reduced |
| Terry L. Blaker | 10,324 | $11.0M | 0.39% | +305+3.0% | Added |
| Clearbridge Investments, LLC | 10,346 | $11.0M | 0.01% | −3,345−24.4% | Reduced |
| Snowden Capital Advisors LLC | 10,350 | $11.0M | 0.26% | +787+8.2% | Added |
| Change Path, LLC | 10,352 | $11.0M | 0.24% | −1,316−11.3% | Reduced |
| Ascent Group, LLC | 10,359 | $11.0M | 0.33% | +3,996+62.8% | Added |
| Old National Bancorp | 10,407 | $11.1M | 0.22% | +624+6.4% | Added |
| Modus Advisors, LLC | 10,481 | $11.2M | 2.76% | −643−5.8% | Reduced |
| Pinnacle Holdings, LLC | 10,494 | $11.2M | 3.44% | −426−3.9% | Reduced |
| IHT Wealth Management, LLC | 10,497 | $11.2M | 0.24% | +249+2.4% | Added |
| Plimoth Trust Co LLC | 10,522 | $11.2M | 2.24% | −172−1.6% | Reduced |
| Perigon Wealth Management, LLC | 10,528 | $11.2M | 0.18% | +210+2.0% | Added |
| Great Valley Advisor Group, Inc. | 10,533 | $11.2M | 0.18% | +1,422+15.6% | Added |
| Indiana Trust & Investment Management CO | 10,557 | $11.2M | 3.07% | +42+0.4% | Added |
| Jefferies Financial Group Inc. | 10,617 | $11.3M | 0.10% | −73,111−87.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,625 | $11.3M | 1.39% | +248+2.4% | Added |
| Truvestments Capital LLC | 10,677 | $11.4M | 1.69% | −27−0.3% | Reduced |
| Perryman Financial Advisory Inc | 10,737 | $11.4M | 1.52% | +350+3.4% | Added |
| Geneva Partners, LLC | 10,746 | $11.4M | 3.05% | −37−0.3% | Reduced |
| Brighton Jones LLC | 10,841 | $11.5M | 0.21% | +413+4.0% | Added |
| PFG Investments, LLC | 10,845 | $11.5M | 0.45% | +1,633+17.7% | Added |
| New Hampshire Trust | 10,980 | $11.7M | 2.21% | −437−3.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 11,034 | $11.7M | 2.07% | +535+5.1% | Added |
| Denali Advisors LLC | 11,035 | $11.8M | 1.18% | +1,338+13.8% | Added |
| Wealth High Governance Capital Ltda | 11,040 | $11.8M | 3.52% | +11,040 | New |
| Asset Dedication, LLC | 11,044 | $11.8M | 0.74% | −408−3.6% | Reduced |
| PFG Advisors | 11,057 | $11.8M | 0.59% | −956−8.0% | Reduced |
| Hudson Bay Capital Management LP | 11,120 | $11.8M | 0.06% | −8,236−42.6% | Reduced |
| Stenger Family Office, LLC | 11,136 | $11.9M | 1.93% | −40.0% | Reduced |
| Modern Wealth Management, LLC | 11,141 | $11.9M | 0.14% | +5,634+102.3% | Added |
| Sapient Capital LLC | 11,149 | $11.9M | 0.16% | +282+2.6% | Added |
| Spirit of America Management Corp | 11,190 | $11.9M | 2.25% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,247 | $12.0M | 0.59% | −272−2.4% | Reduced |