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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
WT Wealth Management244$259.8K0.07%+244New
GK Wealth Management LLC245$261.0K0.16%+245New
Insight Wealth Strategies, LLC264$261.7K0.03%+264New
Centennial Bank246$262.0K0.08%−37−13.1%Reduced
Absher Wealth Management, LLC246$262.0K0.03%+246New
Briggs Wealth Management, Inc246$262.0K0.24%+246New
Dillon & Associates Inc246$262.0K0.03%+246New
LifePlan Investment Advisors, Inc.246$262.2K0.09%+246New
Strategy Asset Managers LLC246$262.4K0.04%+246New
Bank Hapoalim BM247$263.0K0.02%+247New
Tounjian Advisory Partners, LLC247$263.1K0.11%+247New
Van Diest Capital, LLC248$263.8K0.24%−308−55.4%Reduced
Nixon Peabody Trust Co248$264.1K0.02%+248New
Northcape Wealth Management, LLC248$264.1K0.07%+248New
Vista Finance, LLC248$264.2K0.15%+248New
Fullerton Fund Management Co Ltd.249$265.2K0.02%+249New
Capstone Wealth Management, LLC249$265.2K0.12%+249New
Home Federal Bank of Tennessee249$265.2K0.06%−848−77.3%Reduced
WealthCare Investment Partners, LLC249$265.2K0.06%+249New
McGinn Investment Management, Inc.250$266.0K0.16%+250New
St. Johns Investment Management Company, LLC250$266.2K0.10%00.0%Unchanged
Avenir Corp250$266.2K0.03%+250New
Tanglewood Wealth Management, Inc.250$266.2K0.02%+250New
Jacobson & Schmitt Advisors, LLC250$266.2K0.04%+250New
BCGM Wealth Management, LLC250$266.2K0.06%+250New
Lorne Steinberg Wealth Management Inc.250$266.2K0.05%+250New
Howard Capital Management Group, LLC250$266.2K0.02%+250New
Waycross Investment Management Co250$266.2K0.20%+250New
Gray Private Wealth, LLC250$266.2K0.12%+250New
Clifford Group, LLC250$266.2K0.18%+250New
Kampmann Melissa S.250$266.2K0.20%+250New
Uptown Financial Advisors LLC250$266.2K0.20%+250New
Legacy Advisory Services, LLC250$266.2K0.19%+250New
Pathway Financial Advisers, LLC250$266.7K0.07%+250New
Capital Advisors, Ltd. LLC251$267.0K0.03%00.0%Unchanged
MTM Investment Management, LLC251$267.3K0.08%00.0%Unchanged
Midwest Professional Planners, LTD.251$267.3K0.05%+251New
Talon Private Wealth, LLC252$267.9K0.03%−2,042−89.0%Reduced
LMR Partners LLP252$268.4K0.00%+252New
Triumph Capital Management253$269.2K0.05%−3−1.2%Reduced
Fairscale Capital, LLC253$269.4K0.16%00.0%Unchanged
Mountain Capital Investment Advisors, Inc254$270.3K0.04%+254New
Strategic Point Investment Advisors, LLC254$270.5K0.04%+254New
Partners in Financial Planning254$270.5K0.04%+254New
Winch Advisory Services, LLC254$270.6K0.06%+28+12.4%Added
Himension Fund255$271.6K0.02%−327−56.2%Reduced
SLT Holdings LLC255$271.6K0.17%+255New
Gaddis Premier Wealth Advisors LLC255$271.6K0.17%+255New
Mraz, Amerine & Associates, Inc.255$271.8K0.04%+255New
Green Square Capital Advisors LLC256$272.6K0.03%+256New
Chaney Capital Management, Inc.256$272.6K0.09%+256New
Avion Wealth257$273.0K0.05%−170−39.8%Reduced
Philip James Wealth Mangement, LLC256$273.0K0.03%−564−68.8%Reduced
Crescent Grove Advisors, LLC256$273.1K0.02%−123−32.5%Reduced
Maseco LLP258$274.2K0.01%−14−5.1%Reduced
BCV Asset Management Inc.265$274.4K0.01%+265New
Atlas Wealth LLC258$274.7K0.04%+258New
Smith Partners Wealth Management, LLC258$274.7K0.22%+258New
Quarry LP259$275.8K0.04%−328−55.9%Reduced
Delos Wealth Advisors, LLC259$275.8K0.14%+2+0.8%Added
AdviceOne Advisory Services, LLC260$276.4K0.16%+260New
Matauro, LLC260$276.8K0.04%+260New
Cambridge Capital Management, LLC260$276.9K0.11%+260New
Odyssey Group, LLC260$276.9K0.07%+260New
Cornerstone Planning Group LLC311$277.0K0.03%−32−9.3%Reduced
Centennial Wealth Advisory LLC260$277.0K0.06%−58−18.2%Reduced
Payne Capital Management, LLC261$277.9K0.07%+261New
Bear Mountain Capital, Inc.298$278.1K0.08%00.0%Unchanged
Nolet Wealth Management, LLC262$278.7K0.15%+262New
Gerber, LLC262$279.0K0.13%+262New
Wiser Wealth Management, Inc263$280.1K0.05%+263New
RiverTree Advisors, LLC263$280.1K0.17%+263New
Navigation Group, LLC263$280.3K0.05%+263New
Clarity Wealth Development LLC264$280.8K0.16%+264New
Eagle Bay Advisors LLC265$282.2K0.21%+265New
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn265$282.2K0.00%−185−41.1%Reduced
Miller Capital Partners, Inc.265$282.2K0.11%00.0%Unchanged
Francis Financial, Inc.265$282.2K0.05%+265New
BKM Wealth Management, LLC265$282.5K0.10%+265New
Thrive Capital Management, LLC266$282.8K0.05%−19−6.7%Reduced
Archetype Wealth Partners266$283.0K0.03%+266New
ABLE Financial Group, LLC266$283.1K0.05%+266New
Corsair Capital Management, L.P.266$283.3K0.04%+266New
Primoris Wealth Advisors, LLC266$283.3K0.13%+266New
Darwin Advisors, LLC266$283.3K0.08%+19+7.7%Added
Sequent Planning LLC266$283.7K0.06%−19−6.7%Reduced
WPG Advisers, LLC267$284.3K0.17%+25+10.3%Added
Pennsylvania Capital Management Inc267$284.3K0.07%+267New
Evansbrook LLC267$284.3K0.17%+267New
3 Factor Indexing, LLC267$284.3K0.24%00.0%Unchanged
Friday Financial303$284.9K0.08%−595−66.3%Reduced
AlphaGrep UK Ltd268$285.4K0.09%−335−55.6%Reduced
Libra Wealth LLC268$285.4K0.07%+268New
Sunrise Financial Services, LLC269$286.5K0.17%00.0%Unchanged
Slagle Financial, LLC269$286.5K0.09%+269New
Ni Acquisitions Company, LLC8,472$286.7K0.12%+8,472New
CBIZ Investment Advisory Services, LLC405$287.2K0.01%00.0%Unchanged
Archvest Wealth Advisors, Inc.270$287.5K0.17%−120−30.8%Reduced
Clean Yield Group270$287.5K0.07%00.0%Unchanged
Indie Asset Partners, LLC270$287.5K0.28%+270New