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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; 4,070 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.

Institutional holdersQ2 2026: 4,070 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: 2,328 institutionsQ3 2023: 2,408 institutionsQ4 2023: 2,582 institutionsQ1 2024: 2,713 institutionsQ2 2024: 2,712 institutionsQ3 2024: 2,837 institutionsQ4 2024: 3,009 institutionsQ1 2025: 2,902 institutionsQ2 2025: 3,022 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,070 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 20264,070$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,022$128.0B
Q1 20252,902$109.0B
Q4 20243,009$123.4B
Q3 20242,837$133.6B
Q2 20242,712$114.5B
Q1 20242,713$127.6B
Q4 20232,582$104.6B
Q3 20232,408$97.3B
Q2 20232,328$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
Inceptionr LLC0$00.00%−2,672−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−2,664−100.0%Sold out
Quadrant Private Wealth Management, LLC0$00.00%−2,649−100.0%Sold out
Gladius Capital Management LP0$00.00%−2,538−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−2,397−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−2,343−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−2,080−100.0%Sold out
Limestone Investment Advisors LP0$00.00%−2,040−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−1,950−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−1,928−100.0%Sold out
Aft, Forsyth & Company, Inc.0$00.00%−1,815−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−3,849−100.0%Sold out
Larry Mathis Financial Planning, LLC0$00.00%−1,762−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−1,733−100.0%Sold out
Hartford Funds Management Co LLC0$00.00%−1,569−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−1,572−100.0%Sold out
Strategic Equity Management0$00.00%−1,542−100.0%Sold out
Jump Financial, LLC0$00.00%−1,470−100.0%Sold out
Momentum Wealth Planning, LLC0$00.00%−1,429−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−1,368−100.0%Sold out
Axq Capital, LP0$00.00%−1,302−100.0%Sold out
New England Research & Management, Inc.0$00.00%−1,250−100.0%Sold out
Pathfinder Wealth Consulting, Inc.0$00.00%−1,171−100.0%Sold out
Oasis Advisors, LLC0$00.00%−1,157−100.0%Sold out
Alvarez & Marsal Private Wealth Partners, LLC0$00.00%−1,025−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−1,013−100.0%Sold out
Mozayyx Management LLC0$00.00%−982−100.0%Sold out
Sandler Capital Management0$00.00%−965−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−924−100.0%Sold out
Wedge Capital Management L L P0$00.00%−905−100.0%Sold out
QVR LLC0$00.00%−898−100.0%Sold out
a16z Perennial Management, L.P.0$00.00%−858−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−820−100.0%Sold out
Alpha Wealth Funds, LLC0$00.00%−800−100.0%Sold out
Chiron Capital Management, LLC0$00.00%−769−100.0%Sold out
Cinctive Capital Management LP0$00.00%−764−100.0%Sold out
Northwest Financial Advisors0$00.00%−660−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−607−100.0%Sold out
Newport Capital Group, LLC0$00.00%−590−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−560−100.0%Sold out
Axis Wealth Partners, LLC0$00.00%−554−100.0%Sold out
Gardner Lewis Asset Management L P0$00.00%−530−100.0%Sold out
Breakthru Advisory Services, LLC0$00.00%−497−100.0%Sold out
Financial Concepts Unlimited, Inc.0$00.00%−456−100.0%Sold out
Castleview Partners, LLC0$00.00%−454−100.0%Sold out
Engineers Gate Manager LP0$00.00%−435−100.0%Sold out
Hamilton Capital Partners, LLC0$00.00%−432−100.0%Sold out
111 Capital0$00.00%−429−100.0%Sold out
Terril Brothers, Inc.0$00.00%−398−100.0%Sold out
Barnes Wealth Management Group, Inc0$00.00%−398−100.0%Sold out
Tandem Investment Advisors, Inc.0$00.00%−375−100.0%Sold out
Oxford Asset Management LLP0$00.00%−373−100.0%Sold out
Norris Perne & French LLP0$00.00%−370−100.0%Sold out
Suncoast Equity Management0$00.00%−339−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−337−100.0%Sold out
Quantum Financial Planning Services, Inc.0$00.00%−308−100.0%Sold out
Nia Impact Advisors, LLC0$00.00%−296−100.0%Sold out
Flavin Financial Services, Inc.0$00.00%−294−100.0%Sold out
DLK Investment Management, LLC0$00.00%−291−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−174−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−137−100.0%Sold out
Protective Life Corp0$00.00%−125−100.0%Sold out
Sumitomo Mitsui Financial Group, Inc.0$00.00%−100−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−87−100.0%Sold out
Merkkuri Wealth Advisors LLC0$00.00%−79−100.0%Sold out
Simplex Trading, LLC0$00.00%−75−100.0%Sold out
Credit Industriel Et Commercial0$00.00%−67−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−60−100.0%Sold out
NCP Inc.0$00.00%−28−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−13−100.0%Sold out
Investors Research Corp0$00.00%−10−100.0%Sold out
Berbice Capital Management LLC0$00.00%−10−100.0%Sold out
DAGCO, Inc.0$00.00%−8−100.0%Sold out
Curio Wealth, LLC0$00.00%−2−100.0%Sold out
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
TruWealth Advisors, LLC––––Not filed
Vantage Investment Partners, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Canandaigua National Corp––––Not filed
Signet Financial Management, LLC––––Not filed
FRG Family Wealth Advisors LLC––––Not filed
Jaffetilchin Investment Partners, LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
Exencial Wealth Advisors, LLC––––Not filed
Opes Wealth Management LLC––––Not filed
Cfo Capital Management LLC––––Not filed
Farmers Trust Co––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
Sunbelt Securities, Inc.––––Not filed
Stillwater Wealth Management Group––––Not filed
Gibbs Wealth Management––––Not filed
Richard Bernstein Advisors LLC––––Not filed
GM Advisory Group, Inc.––––Not filed
Claris Financial LLC––––Not filed
Leo Wealth, LLC––––Not filed
Charter Oak Capital Management, LLC––––Not filed
Capital Planning Advisors, LLC––––Not filed
Smart Portfolios, LLC––––Not filed