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: 22 institutions have reported holding CAT so far. See Q3 2026
- Institutional holders
- 4,070
- +349 vs. Q1 2026
- Shares held
- 330.6M
- −492.2K (−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
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 |
|---|---|---|---|---|---|
| Monument Capital Management | 11,280 | $12.0M | 2.42% | −2,526−18.3% | Reduced |
| Zhang Financial LLC | 11,361 | $12.1M | 0.35% | +20+0.2% | Added |
| Indivisible Partners | 11,404 | $12.1M | 0.69% | +1,444+14.5% | Added |
| Moneta Group Investment Advisors LLC | 11,439 | $12.2M | 0.09% | −197−1.7% | Reduced |
| Kinneret Advisory, LLC | 11,462 | $12.2M | 0.99% | 00.0% | Unchanged |
| Webster Bank, N. A. | 11,566 | $12.3M | 1.07% | −610−5.0% | Reduced |
| Whitener Capital Management, Inc. | 11,582 | $12.3M | 2.61% | −296−2.5% | Reduced |
| Hayek Kallen Investment Management | 11,607 | $12.4M | 3.75% | −284−2.4% | Reduced |
| Wealthcare Advisory Partners LLC | 11,613 | $12.4M | 0.23% | −4,187−26.5% | Reduced |
| Creative Financial Designs Inc | 11,662 | $12.4M | 0.59% | +1,152+11.0% | Added |
| Bridgelight Financial Advisors, Inc. | 11,668 | $12.4M | 8.51% | −4,574−28.2% | Reduced |
| Hodges Capital Management Inc. | 11,697 | $12.5M | 0.82% | −428−3.5% | Reduced |
| Advocate Group LLC | 11,714 | $12.5M | 1.88% | −2,812−19.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 11,720 | $12.5M | 0.30% | +11,040+1,623.5% | Added |
| Rice Partnership, LLC | 11,776 | $12.5M | 1.52% | +1,248+11.9% | Added |
| Aaron Wealth Advisors | 11,790 | $12.6M | 0.64% | −283−2.3% | Reduced |
| JPL Wealth Management, LLC | 11,851 | $12.6M | 2.50% | −559−4.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 11,856 | $12.6M | 1.45% | +122+1.0% | Added |
| Anchor Investment Management, LLC | 11,863 | $12.6M | 0.95% | −236−2.0% | Reduced |
| Groupama Asset Managment | 12,166 | $12.7M | 0.16% | +1,810+17.5% | Added |
| First National Bank of Omaha | 12,159 | $12.7M | 0.36% | +695+6.1% | Added |
| Trust Co of Vermont | 11,962 | $12.7M | 0.48% | +11,962 | New |
| Johnson Financial Group, Inc. | 12,010 | $12.8M | 0.42% | −1,022−7.8% | Reduced |
| Spartan Wealth Advisory Services LLC | 12,069 | $12.9M | 1.05% | +740+6.5% | Added |
| Meeder Asset Management Inc | 12,126 | $12.9M | 0.66% | −6,239−34.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,131 | $12.9M | 0.77% | −55−0.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,151 | $12.9M | 3.39% | +30.0% | Added |
| WealthPlan Investment Management, LLC | 12,152 | $12.9M | 0.64% | −1,618−11.8% | Reduced |
| North Star Investment Management Corp. | 12,195 | $13.0M | 0.71% | +403+3.4% | Added |
| Prudential PLC | 12,221 | $13.0M | 0.09% | −13,056−51.7% | Reduced |
| Ambassador Advisors, LLC | 12,237 | $13.0M | 1.59% | −441−3.5% | Reduced |
| Montag A & Associates Inc | 12,260 | $13.1M | 0.55% | −108−0.9% | Reduced |
| Resolute Wealth Strategies, LLC | 12,273 | $13.1M | 5.06% | −499−3.9% | Reduced |
| Anderson Hoagland & Co | 12,314 | $13.1M | 1.03% | −4,090−24.9% | Reduced |
| BNC Wealth Management, LLC | 12,357 | $13.2M | 3.18% | +63+0.5% | Added |
| Essex Financial Services, Inc. | 12,363 | $13.2M | 0.66% | −364−2.9% | Reduced |
| Sterling Capital Management LLC | 12,416 | $13.2M | 0.22% | +4,305+53.1% | Added |
| Palmer Knight Co | 12,433 | $13.2M | 5.10% | −328−2.6% | Reduced |
| CX Institutional | 12,491 | $13.3M | 0.38% | −1,553−11.1% | Reduced |
| Barbara Oil Co. | 12,500 | $13.3M | 4.48% | 00.0% | Unchanged |
| Argent Trust Co | 12,510 | $13.3M | 0.38% | +1,732+16.1% | Added |
| Seascape Capital Management | 12,510 | $13.3M | 3.19% | −134−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,545 | $13.4M | 0.42% | +1,280+11.4% | Added |
| Foster & Motley Inc | 12,614 | $13.4M | 0.62% | −1,867−12.9% | Reduced |
| Y.D. More Investments Ltd | 12,703 | $13.5M | 0.42% | −504−3.8% | Reduced |
| CoreCap Advisors, LLC | 12,756 | $13.6M | 0.40% | +393+3.2% | Added |
| WCG Wealth Advisors LLC | 12,808 | $13.6M | 0.32% | −63−0.5% | Reduced |
| New Age Alpha Advisors, LLC | 12,824 | $13.7M | 0.58% | −213−1.6% | Reduced |
| FourThought Financial Partners, LLC | 12,863 | $13.7M | 1.06% | −14−0.1% | Reduced |
| Johnson Investment Counsel Inc | 12,898 | $13.7M | 0.10% | −267−2.0% | Reduced |
| Eukles Asset Management | 12,905 | $13.7M | 5.67% | −436−3.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,909 | $13.7M | 0.29% | −514−3.8% | Reduced |
| Eventide Asset Management, LLC | 13,306 | $13.8M | 0.18% | +1,507+12.8% | Added |
| Parallel Advisors, LLC | 13,025 | $13.9M | 0.21% | −65−0.5% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 13,039 | $13.9M | 0.30% | +12,517+2,397.9% | Added |
| Hilton Capital Management, LLC | 13,044 | $13.9M | 0.95% | −1,619−11.0% | Reduced |
| CVFG LLC | 13,060 | $13.9M | 1.46% | −933−6.7% | Reduced |
| HighPoint Advisor Group LLC | 13,062 | $13.9M | 0.49% | −739−5.4% | Reduced |
| Heritage Trust Co | 13,071 | $13.9M | 1.21% | +430+3.4% | Added |
| Chilton Capital Management LLC | 13,157 | $14.0M | 0.44% | −101−0.8% | Reduced |
| Blue Edge Capital, LLC | 13,179 | $14.0M | 1.69% | −478−3.5% | Reduced |
| Malaga Cove Capital, LLC | 13,197 | $14.1M | 4.47% | −200−1.5% | Reduced |
| Mathes Company, Inc. | 13,349 | $14.2M | 4.42% | −50.0% | Reduced |
| Meiji Yasuda America Inc | 13,351 | $14.2M | 2.38% | +2,806+26.6% | Added |
| Consolidated Capital Management, LLC | 13,352 | $14.2M | 3.79% | +46+0.3% | Added |
| Savvy Advisors, Inc. | 13,373 | $14.2M | 0.30% | +1,429+12.0% | Added |
| North Dakota State Investment Board | 13,389 | $14.3M | 0.58% | −28−0.2% | Reduced |
| StoneX Group Inc. | 13,499 | $14.4M | 0.58% | −1,170−8.0% | Reduced |
| Highland Capital Management, LLC | 13,588 | $14.5M | 0.67% | +1,202+9.7% | Added |
| Sandhill Capital Partners LLC | 13,642 | $14.5M | 1.18% | −609−4.3% | Reduced |
| Caisse des Depots Et Consignations | 13,701 | $14.6M | 0.25% | +551+4.2% | Added |
| Trust Co of Toledo NA | 13,719 | $14.6M | 1.22% | +399+3.0% | Added |
| Plato Investment Management Ltd | 13,863 | $14.7M | 0.84% | −207−1.5% | Reduced |
| Private Wealth Asset Management, LLC | 13,783 | $14.7M | 1.41% | −145−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 13,800 | $14.7M | 0.39% | −10,103−42.3% | Reduced |
| Quadrant Capital Group LLC | 13,829 | $14.7M | 0.40% | +132+1.0% | Added |
| Bellars Harris Wealth Management, LLC | 13,845 | $14.7M | 3.00% | +13,845 | New |
| Pflug Koory, LLC | 13,849 | $14.7M | 5.89% | +8+0.1% | Added |
| MUFG Securities Americas Inc. | 13,873 | $14.8M | 0.76% | +1,001+7.8% | Added |
| Signaturefd, LLC | 13,891 | $14.8M | 0.20% | +362+2.7% | Added |
| IFP Advisors, Inc | 13,949 | $14.9M | 0.27% | −2,613−15.8% | Reduced |
| Oak Harvest Investment Services | 13,954 | $14.9M | 1.39% | +10,203+272.0% | Added |
| Family Legacy, Inc. | 13,961 | $14.9M | 3.97% | −461−3.2% | Reduced |
| Los Angeles Capital Management LLC | 13,966 | $14.9M | 0.05% | −6,567−32.0% | Reduced |
| OneAscent Financial Services LLC | 14,029 | $14.9M | 0.71% | +40.0% | Added |
| Great Lakes Advisors, LLC | 14,041 | $15.0M | 0.11% | −509−3.5% | Reduced |
| Romano Brothers and Company | 14,045 | $15.0M | 1.50% | −190−1.3% | Reduced |
| Reliant Investment Management, LLC | 14,074 | $15.0M | 5.34% | −346−2.4% | Reduced |
| Vestcor Inc | 14,111 | $15.0M | 0.37% | −351−2.4% | Reduced |
| Eastern Bank | 14,124 | $15.0M | 0.23% | −232−1.6% | Reduced |
| Columbia Asset Management | 14,167 | $15.1M | 2.62% | −891−5.9% | Reduced |
| Boit C F David | 14,200 | $15.1M | 6.36% | −2,300−13.9% | Reduced |
| FFG Partners, LLC | 14,217 | $15.1M | 4.35% | +14,217 | New |
| Financial Advisory Service, Inc. | 14,293 | $15.2M | 0.79% | +539+3.9% | Added |
| Connors Investor Services Inc | 14,316 | $15.2M | 1.32% | −1,835−11.4% | Reduced |
| Montgomery Investment Management Inc | 14,327 | $15.3M | 4.63% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 14,349 | $15.3M | 0.48% | −526−3.5% | Reduced |
| Assetmark, Inc | 14,583 | $15.5M | 0.03% | −5,931−28.9% | Reduced |
| Jag Capital Management, LLC | 14,583 | $15.5M | 1.46% | +2,092+16.7% | Added |
| Ashton Thomas Private Wealth, LLC | 14,645 | $15.6M | 0.33% | +925+6.7% | Added |