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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $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 |
|---|---|---|---|---|---|
| Holistic Financial Partners | 270 | $287.7K | 0.18% | −721−72.8% | Reduced |
| Global View Capital Management LLC | 272 | $289.7K | 0.06% | +272 | New |
| Everest Management Corp. | 272 | $289.7K | 0.11% | +272 | New |
| Select Asset Management & Trust | 272 | $290.0K | 0.08% | +272 | New |
| Oak Barrel Wealth Advisory LLC | 273 | $290.7K | 0.13% | +273 | New |
| Passive Capital Management, LLC. | 508 | $291.0K | 0.09% | −11−2.1% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 273 | $291.2K | 0.05% | −15−5.2% | Reduced |
| My Purposeful Wealth Corp. | 274 | $291.7K | 0.06% | +274 | New |
| Barings LLC | 274 | $291.8K | 0.01% | −51−15.7% | Reduced |
| Grove Street Fiduciary, LLC | 274 | $291.8K | 0.12% | +274 | New |
| Old Peak Finance LLC | 275 | $292.8K | 0.14% | +275 | New |
| PACK Private Wealth, LLC | 276 | $293.9K | 0.12% | +276 | New |
| OFS Enterprise LLC | 277 | $295.0K | 0.08% | +277 | New |
| LifeWealth Investments, LLC | 278 | $296.0K | 0.08% | −31−10.0% | Reduced |
| Earnest Partners LLC | 278 | $296.0K | 0.00% | +278 | New |
| Claret Asset Management Corp | 279 | $297.0K | 0.03% | −376−57.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 279 | $297.1K | 0.06% | +279 | New |
| Artesa Financial Group, LLC | 279 | $297.4K | 0.25% | +279 | New |
| Seed Wealth Management, Inc. | 280 | $298.2K | 0.19% | +280 | New |
| Ketron Financial | 281 | $298.9K | 0.09% | −14−4.7% | Reduced |
| Avid Wealth Partners LLC | 281 | $299.2K | 0.14% | +281 | New |
| Triton Wealth Management, PLLC | 316 | $300.0K | 0.09% | −10−3.1% | Reduced |
| IFG Advisors, LLC | 282 | $300.3K | 0.04% | +282 | New |
| Custom Index Systems, LLC | 282 | $300.3K | 0.11% | +282 | New |
| CWC Advisors, LLC. | 283 | $301.4K | 0.13% | −29−9.3% | Reduced |
| GR Financial Group, LLC | 284 | $303.1K | 0.04% | +284 | New |
| Regatta Research & Money Management | 288 | $303.3K | 0.29% | +288 | New |
| Sagace Wealth Management LLC | 285 | $303.5K | 0.19% | −7−2.4% | Reduced |
| Financial Sense Advisors, Inc. | 285 | $303.5K | 0.06% | +285 | New |
| Motco | 286 | $304.6K | 0.03% | +66+30.0% | Added |
| Kure Advisory, LLC | 286 | $304.6K | 0.14% | +286 | New |
| Opus Capital Group, LLC | 286 | $305.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 286 | $305.1K | 0.06% | 00.0% | Unchanged |
| Avant Capital LLC | 287 | $305.4K | 0.19% | +287 | New |
| Oath Planning, LLC | 287 | $305.6K | 0.23% | 00.0% | Unchanged |
| Algert Global LLC | 287 | $305.6K | 0.00% | +287 | New |
| Eaton-Cambridge Inc. | 288 | $306.7K | 0.09% | +288 | New |
| Barrett & Company, Inc. | 288 | $306.9K | 0.09% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 288 | $307.0K | 0.16% | +2+0.7% | Added |
| TSFG, LLC | 289 | $307.0K | 0.04% | +1+0.3% | Added |
| Wellington Shields Capital Management, LLC | 289 | $307.8K | 0.04% | −617−68.1% | Reduced |
| Bayforest Capital Ltd | 289 | $307.8K | 0.28% | +196+210.8% | Added |
| Puff Wealth Management, LLC | 289 | $308.0K | 0.31% | +289 | New |
| TruNorth Capital Management, LLC | 290 | $308.8K | 0.05% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 290 | $308.8K | 0.06% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 290 | $308.8K | 0.12% | +1+0.3% | Added |
| Stone Wealth Partners | 290 | $308.8K | 0.23% | +290 | New |
| Post Resch Tallon Group Inc. | 290 | $308.8K | 0.21% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 290 | $309.0K | 0.14% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 291 | $309.9K | 0.06% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 291 | $309.9K | 0.12% | +2+0.7% | Added |
| Martingale Asset Management L P | 291 | $309.9K | 0.01% | +291 | New |
| Atlantic Family Wealth, LLC | 292 | $311.0K | 0.20% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 292 | $311.1K | 0.06% | −3−1.0% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 293 | $312.0K | 0.21% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 293 | $312.1K | 0.14% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 294 | $312.6K | 0.09% | −8−2.6% | Reduced |
| Blue Water Asset Management | 294 | $313.0K | 0.10% | +294 | New |
| Dynamic Technology Lab Private Ltd | 294 | $313.0K | 0.07% | +294 | New |
| John G Ullman & Associates Inc | 294 | $313.1K | 0.04% | −102−25.8% | Reduced |
| Martin Capital Partners, LLC | 294 | $313.1K | 0.12% | 00.0% | Unchanged |
| Saturna Capital CORP | 295 | $314.1K | 0.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 295 | $314.1K | 0.04% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 295 | $314.1K | 0.06% | +295 | New |
| Entrewealth, LLC | 367 | $314.7K | 0.12% | +367 | New |
| Synergy Investment Management, LLC | 306 | $314.9K | 0.08% | +73+31.3% | Added |
| Stonekeep Investments, LLC | 295 | $315.0K | 0.18% | +3+1.0% | Added |
| Alliance Wealth Advisors, LLC | 296 | $315.2K | 0.06% | −17−5.4% | Reduced |
| Guardian Capital, LLC | 296 | $315.4K | 0.26% | −87−22.7% | Reduced |
| Sun Group Wealth Partners | 297 | $316.3K | 0.22% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 298 | $317.1K | 0.13% | −4−1.3% | Reduced |
| Horizon Investment Services, LLC | 297 | $317.2K | 0.09% | 00.0% | Unchanged |
| Members Wealth LLC | 298 | $317.3K | 0.17% | +3+1.0% | Added |
| B&L Asset Management LLC | 298 | $317.3K | 0.11% | −33−10.0% | Reduced |
| Coign Capital Advisors LLC | 298 | $317.9K | 0.14% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 299 | $318.4K | 0.09% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 299 | $318.4K | 0.07% | +9+3.1% | Added |
| Wealth Advisors Northwest LLC | 299 | $318.4K | 0.11% | +299 | New |
| Tower View Investment Management & Research LLC | 299 | $318.4K | 0.14% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 300 | $319.0K | 0.06% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 300 | $319.0K | 0.09% | 00.0% | Unchanged |
| Payden & Rygel | 300 | $319.0K | 0.02% | +300 | New |
| Broyhill Asset Management | 300 | $319.5K | 0.28% | −30−9.1% | Reduced |
| Breachway Investments LLC | 300 | $319.5K | 0.48% | −12−3.8% | Reduced |
| C2C Wealth Management, LLC | 300 | $319.5K | 0.25% | −15−4.8% | Reduced |
| Deltec Asset Management LLC | 300 | $319.5K | 0.05% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 300 | $319.5K | 0.05% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 300 | $319.5K | 0.14% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 300 | $319.5K | 0.14% | 00.0% | Unchanged |
| Avalon Trust Co | 300 | $319.5K | 0.02% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 300 | $319.5K | 0.14% | 00.0% | Unchanged |
| Carter Financial, LLC | 300 | $319.5K | 0.24% | 00.0% | Unchanged |
| S&A Financial Services, Inc. | 300 | $319.5K | 0.20% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 300 | $319.9K | 0.08% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 301 | $320.5K | 0.15% | +15+5.2% | Added |
| Resurgent Financial Advisors LLC | 301 | $320.9K | 0.09% | +301 | New |
| Investment Partners Asset Management, Inc. | 302 | $321.6K | 0.18% | +2+0.7% | Added |
| Graney & King, LLC | 303 | $322.6K | 0.12% | +1+0.3% | Added |
| Valley Forge Investment Consultants Inc Adv | 303 | $323.0K | 0.08% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 304 | $323.7K | 0.06% | 00.0% | Unchanged |