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 |
|---|---|---|---|---|---|
| Winthrop Capital Management, LLC | 304 | $324.0K | 0.08% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 304 | $324.3K | 0.12% | −5−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 305 | $324.6K | 0.09% | −14−4.4% | Reduced |
| Directional Asset Management | 305 | $324.6K | 0.31% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 305 | $325.0K | 0.19% | +21+7.4% | Added |
| Apriem Advisors | 307 | $326.9K | 0.03% | 00.0% | Unchanged |
| Applied Capital LLC | 307 | $326.9K | 0.11% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 307 | $326.9K | 0.02% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 307 | $327.0K | 0.13% | 00.0% | Unchanged |
| Resolute Capital, LLC | 308 | $327.9K | 0.11% | +4+1.3% | Added |
| Corsicana & Co. | 309 | $329.1K | 0.16% | +220+247.2% | Added |
| GFG Capital, LLC | 310 | $330.0K | 0.09% | +310 | New |
| BigSur Wealth Management LLC | 310 | $330.1K | 0.08% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 310 | $330.1K | 0.16% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 311 | $331.2K | 0.03% | +1+0.3% | Added |
| FreeGulliver LLC | 312 | $332.2K | 0.12% | −28−8.2% | Reduced |
| Peak Asset Management, LLC | 312 | $332.2K | 0.05% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 313 | $333.2K | 0.07% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 313 | $333.3K | 0.12% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 313 | $333.3K | 0.01% | +313 | New |
| Prevail Innovative Wealth Advisors, LLC | 313 | $333.5K | 0.05% | +313 | New |
| Vista Investment Management | 314 | $334.4K | 0.10% | −21−6.3% | Reduced |
| Riverstone Advisors, LLC | 314 | $334.4K | 0.14% | +22+7.5% | Added |
| WealthTrust Asset Management, LLC | 314 | $334.8K | 0.18% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 315 | $335.3K | 0.19% | −30−8.7% | Reduced |
| PMG Wealth Management, Inc. | 315 | $335.4K | 0.21% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 315 | $335.4K | 0.05% | +315 | New |
| Mars Jewett Financial Group, Inc. | 316 | $336.9K | 0.07% | +8+2.6% | Added |
| Hill Island Financial LLC | 317 | $337.6K | 0.07% | −1−0.3% | Reduced |
| BetterWealth, LLC | 318 | $338.6K | 0.06% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 318 | $338.6K | 0.06% | +318 | New |
| Richmond Investment Services, LLC | 318 | $338.8K | 0.11% | −739−69.9% | Reduced |
| Peak Planning Group, LLC | 319 | $339.7K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 320 | $340.8K | 0.16% | −15−4.5% | Reduced |
| Alessandra Capital Management, LLC | 320 | $340.8K | 0.24% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 320 | $341.0K | 0.03% | +6+1.9% | Added |
| Pinnacle Family Advisors, LLC | 320 | $341.0K | 0.14% | −11−3.3% | Reduced |
| Mosley Wealth Management | 320 | $341.3K | 0.11% | −1−0.3% | Reduced |
| Trust Co of Oklahoma | 321 | $341.8K | 0.09% | +13+4.2% | Added |
| Storgate, LLC | 322 | $342.9K | 0.07% | +322 | New |
| Arkfeld Wealth Strategies, L.L.C. | 354 | $343.7K | 0.10% | −20−5.3% | Reduced |
| Curran Financial Partners, LLC | 323 | $344.4K | 0.05% | +5+1.6% | Added |
| Carmel Capital Partners, LLC | 324 | $345.0K | 0.11% | +4+1.3% | Added |
| Bienville Capital Management, LLC | 324 | $345.0K | 0.05% | +324 | New |
| WP Advisors, LLC | 325 | $345.8K | 0.08% | −48−12.9% | Reduced |
| Hoese & Co LLP | 325 | $346.1K | 0.22% | +325 | New |
| Quantum Private Wealth, LLC | 325 | $346.1K | 0.09% | −41−11.2% | Reduced |
| BluePath Capital Management, LLC | 326 | $346.7K | 0.19% | +326 | New |
| Wood Tarver Financial Group, LLC | 326 | $347.0K | 0.08% | +13+4.2% | Added |
| Burk Holdings LLC | 326 | $347.2K | 0.13% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 327 | $348.2K | 0.09% | −24−6.8% | Reduced |
| Thor Investment Management Inc | 327 | $348.2K | 0.20% | +7+2.2% | Added |
| Kelly Financial Group LLC | 327 | $348.2K | 0.08% | +10+3.2% | Added |
| Brick & Kyle, Associates | 493 | $349.0K | 0.12% | 00.0% | Unchanged |
| NerdWallet Wealth Partners, LLC | 328 | $349.3K | 0.12% | +2+0.6% | Added |
| Belleair Asset Management, LLC | 328 | $349.3K | 0.29% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 328 | $349.6K | 0.01% | −80−19.6% | Reduced |
| Powers Advisory Group, LLC | 328 | $349.7K | 0.11% | −4−1.2% | Reduced |
| Ruggaard & Associates LLC | 329 | $350.4K | 0.13% | −112−25.4% | Reduced |
| All Terrain Financial Advisors, LLC | 329 | $350.4K | 0.07% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 330 | $351.0K | 0.01% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 330 | $351.1K | 0.06% | +22+7.1% | Added |
| Capital Asset Managemnet, LLC | 330 | $351.4K | 0.79% | −246−42.7% | Reduced |
| Argus Investors' Counsel, Inc. | 330 | $351.4K | 0.27% | −135−29.0% | Reduced |
| Stewardship Advisors, LLC | 330 | $351.4K | 0.07% | −3−0.9% | Reduced |
| Fiducient Advisors LLC | 330 | $351.4K | 0.05% | 00.0% | Unchanged |
| Granville Capital, Inc. | 330 | $351.4K | 0.16% | +30+10.0% | Added |
| Melfa Wealth Management, LLC | 330 | $351.6K | 0.19% | 00.0% | Unchanged |
| PFW Advisors LLC | 332 | $353.5K | 0.10% | +13+4.1% | Added |
| Grey Fox Wealth Advisors, LLC | 333 | $354.6K | 0.06% | +2+0.6% | Added |
| Intergy Private Wealth, LLC | 333 | $354.6K | 0.08% | +8+2.5% | Added |
| Pin Oak Investment Advisors Inc | 333 | $355.0K | 0.25% | +1+0.3% | Added |
| Pachira Investments Inc. | 333 | $355.1K | 0.13% | −66−16.5% | Reduced |
| Clark Wealth Partners | 334 | $355.2K | 0.20% | +1+0.3% | Added |
| Stronghold Wealth Management L.L.C. | 334 | $355.7K | 0.48% | −197−37.1% | Reduced |
| Grand Wealth Management, LLC | 334 | $355.7K | 0.15% | −57−14.6% | Reduced |
| Whelan Financial | 334 | $355.7K | 0.10% | +36+12.1% | Added |
| Advisory Advocates, LLC | 334 | $355.7K | 0.30% | +334 | New |
| Warburton Capital Management, LLC | 335 | $356.0K | 0.14% | +13+4.0% | Added |
| Macro Advisors, Inc. | 335 | $356.3K | 0.11% | +1+0.3% | Added |
| Strid Group, LLC | 335 | $356.7K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 335 | $357.0K | 0.16% | 00.0% | Unchanged |
| Odyssey Capital Advisors, Inc. | 336 | $357.4K | 0.26% | −27−7.4% | Reduced |
| Northbridge Financial Group, LLC | 337 | $358.9K | 0.14% | +28+9.1% | Added |
| Spectrum Planning & Advisory Services Inc. | 338 | $359.7K | 0.16% | −478−58.6% | Reduced |
| Duncan Williams Asset Management, LLC | 338 | $359.9K | 0.08% | 00.0% | Unchanged |
| Hurley Capital, LLC | 338 | $360.0K | 0.19% | +1+0.3% | Added |
| Altar Rock LLC | 339 | $361.0K | 0.53% | −16−4.5% | Reduced |
| tru Independence LLC | 339 | $361.4K | 0.16% | −84−19.9% | Reduced |
| Legacy Wealth Managment, LLC | 341 | $362.8K | 0.15% | +242+244.4% | Added |
| Elmwood Wealth Management, Inc. | 341 | $363.1K | 0.09% | +341 | New |
| Market Street Wealth Management Advisors LLC | 341 | $363.4K | 0.05% | +34+11.1% | Added |
| Rench Wealth Management, Inc. | 341 | $363.6K | 0.10% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 342 | $364.2K | 0.08% | −50−12.8% | Reduced |
| Outlook Wealth Advisors, LLC | 342 | $364.2K | 0.08% | −30−8.1% | Reduced |
| Ameliora Wealth Management Ltd. | 342 | $364.2K | 0.11% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 418 | $365.0K | 0.13% | 00.0% | Unchanged |
| CLG LLC | 343 | $365.2K | 0.08% | +343 | New |
| Fedenia Advisers LLC | 343 | $365.3K | 0.09% | −1−0.3% | Reduced |
| Aspire Capital Advisors LLC | 343 | $365.5K | 0.07% | +5+1.5% | Added |