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 |
|---|---|---|---|---|---|
| Sylvest Advisors, LLC | 344 | $366.2K | 0.17% | −33−8.8% | Reduced |
| Park Capital Management, LLC | 344 | $366.7K | 0.22% | +3+0.9% | Added |
| Capstone Wealth Management Group, LLC | 345 | $367.3K | 0.13% | −1,441−80.7% | Reduced |
| HighMark Wealth Management LLC | 345 | $367.6K | 0.12% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 347 | $369.5K | 0.20% | +1+0.3% | Added |
| Allied Private Wealth LLC | 390 | $370.4K | 0.24% | +390 | New |
| Cim, LLC | 348 | $370.5K | 0.05% | +1+0.3% | Added |
| Everest Financial Group LLC | 349 | $371.3K | 0.05% | +54+18.3% | Added |
| Aufman Associates Inc | 350 | $372.7K | 0.15% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 350 | $372.7K | 0.15% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 350 | $372.7K | 0.20% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 350 | $372.7K | 0.07% | +182+108.3% | Added |
| N10 Wealth, LLC | 350 | $372.7K | 0.13% | +350 | New |
| N10 Assets, LLC | 350 | $372.7K | 0.16% | +350 | New |
| Bull Street Advisors, LLC | 350 | $373.0K | 0.17% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 351 | $373.8K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 351 | $373.8K | 0.12% | 00.0% | Unchanged |
| Centiva Capital, LP | 351 | $373.8K | 0.01% | +51+17.0% | Added |
| Inlet Private Wealth, LLC | 352 | $374.5K | 0.09% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 352 | $374.8K | 0.04% | +207+142.8% | Added |
| Founders Capital Management, LLC | 352 | $374.8K | 0.06% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 352 | $374.8K | 0.02% | +19+5.7% | Added |
| Bauman Advisory Group, LLC | 352 | $375.0K | 0.20% | +352 | New |
| Sierra Ocean, LLC | 353 | $375.6K | 0.26% | −8−2.2% | Reduced |
| One Wealth Capital Management, LLC | 353 | $375.9K | 0.11% | +353 | New |
| TL Private Wealth | 400 | $376.0K | 0.14% | 00.0% | Unchanged |
| V2 Financial group LLC | 353 | $376.1K | 0.14% | 00.0% | Unchanged |
| TPG Advisors LLC | 354 | $377.0K | 0.21% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 354 | $377.0K | 0.30% | +3+0.9% | Added |
| Diversified Portfolios, Inc. | 355 | $378.0K | 0.03% | −215−37.7% | Reduced |
| Denver Wealth Management, Inc. | 355 | $378.4K | 0.11% | −7−1.9% | Reduced |
| Heritage Investment Group, Inc. | 356 | $379.1K | 0.05% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 356 | $379.3K | 0.29% | +47+15.2% | Added |
| Polymer Capital Management (US) LLC | 357 | $380.2K | 0.06% | −3,643−91.1% | Reduced |
| Cogent Private Wealth, Inc. | 357 | $380.2K | 0.24% | +10+2.9% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 359 | $382.3K | 0.16% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 359 | $382.3K | 0.19% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 621 | $383.1K | 0.12% | −629−50.3% | Reduced |
| Waystone Advisors LLC | 360 | $383.4K | 0.29% | +77+27.2% | Added |
| Cornerstone Enterprises, LLC | 361 | $384.4K | 0.18% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 472 | $384.6K | 0.05% | −282−37.4% | Reduced |
| PW Nova Financial Services LLC | 362 | $385.5K | 0.08% | −59−14.0% | Reduced |
| Quaker Wealth Management, LLC | 362 | $385.5K | 0.11% | +1+0.3% | Added |
| Lake Street Financial LLC | 362 | $386.1K | 0.04% | +25+7.4% | Added |
| Seven Mile Advisory | 363 | $386.6K | 0.26% | −124−25.5% | Reduced |
| Madrona Financial Services, LLC | 364 | $387.3K | 0.07% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 364 | $387.6K | 0.03% | +364 | New |
| LM Advisors LLC | 365 | $388.0K | 0.04% | +107+41.5% | Added |
| Kellett Schaffner Wealth Advisors LLC | 365 | $388.3K | 0.18% | +22+6.4% | Added |
| Lane Brothers & Co Inc | 365 | $388.7K | 0.25% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 366 | $389.8K | 0.11% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 367 | $390.8K | 0.05% | +1+0.3% | Added |
| Ruggiero Investments, Inc. | 368 | $391.9K | 0.33% | −9−2.4% | Reduced |
| WESPAC Advisors, LLC | 368 | $391.9K | 0.19% | −6−1.6% | Reduced |
| Access Financial Services, Inc. | 369 | $392.6K | 0.13% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 369 | $393.2K | 0.04% | +30+8.8% | Added |
| Exeter Financial, LLC | 370 | $393.6K | 0.15% | +1+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 370 | $394.0K | 0.03% | 00.0% | Unchanged |
| Madden Securities Corp | 370 | $394.0K | 0.11% | 00.0% | Unchanged |
| Navalign, LLC | 370 | $394.0K | 0.09% | 00.0% | Unchanged |
| BCO Wealth Management LLC | 370 | $394.0K | 0.21% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 370 | $394.3K | 0.09% | +37+11.1% | Added |
| R2 Capital Strategies, LLC | 370 | $394.3K | 0.18% | +370 | New |
| Schmidt P J Investment Management Inc | 371 | $395.1K | 0.06% | −95−20.4% | Reduced |
| Boomfish Wealth Group, LLC | 371 | $395.1K | 0.18% | +17+4.8% | Added |
| Marietta Wealth Management, LLC | 371 | $395.1K | 0.04% | +371 | New |
| Financial Harvest, LLC | 372 | $395.9K | 0.16% | +84+29.2% | Added |
| Port Capital LLC | 372 | $396.1K | 0.02% | +372 | New |
| First National Advisers, LLC | 372 | $396.1K | 0.06% | +372 | New |
| J. M. Brown & Associates Inc. | 373 | $396.9K | 0.23% | +373 | New |
| Harold Davidson & Associates Inc. | 373 | $397.2K | 0.17% | 00.0% | Unchanged |
| OakTrust Wealth Advisors, LLC | 373 | $397.2K | 0.34% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 373 | $397.3K | 0.09% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 373 | $397.7K | 0.11% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 374 | $397.9K | 0.14% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 374 | $398.5K | 0.08% | +21+5.9% | Added |
| KRS Capital Management, LLC | 375 | $399.7K | 0.19% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 375 | $399.8K | 0.52% | −5−1.3% | Reduced |
| Atticus Wealth Management, LLC | 376 | $400.4K | 0.10% | +65+20.9% | Added |
| ForthRight Wealth Management, LLC | 378 | $402.5K | 0.10% | −43−10.2% | Reduced |
| Northstar Asset Management Inc | 378 | $402.5K | 0.12% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 379 | $403.6K | 0.14% | −12−3.1% | Reduced |
| Prelude Capital Management, LLC | 380 | $404.7K | 0.03% | −433−53.3% | Reduced |
| Michael Brady & Co., LLC | 380 | $404.7K | 0.36% | −20−5.0% | Reduced |
| Strategic Financial Group, LLC | 380 | $404.7K | 0.39% | 00.0% | Unchanged |
| Iron Financial, LLC | 380 | $404.7K | 0.17% | +2+0.5% | Added |
| LifeGuide Financial Advisors, LLC | 382 | $406.4K | 0.12% | +382 | New |
| IAG Wealth Partners, LLC | 383 | $407.9K | 0.04% | −20−5.0% | Reduced |
| Ames National Corp | 383 | $407.9K | 0.22% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 384 | $408.9K | 0.13% | −2−0.5% | Reduced |
| Tortuga Wealth Management, Inc | 384 | $408.9K | 0.31% | +4+1.1% | Added |
| Ruedi Wealth Management, Inc. | 384 | $409.1K | 0.10% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 385 | $409.5K | 0.03% | +23+6.4% | Added |
| Ssa Swiss Advisors AG | 385 | $410.0K | 0.15% | +385 | New |
| Clear Wave Wealth Management LLC | 386 | $411.1K | 0.09% | +32+9.0% | Added |
| Fortis Group Advisors, LLC | 386 | $411.4K | 0.07% | −10−2.5% | Reduced |
| Austin Asset Management Co Inc | 387 | $412.0K | 0.06% | −227−37.0% | Reduced |
| FMB Wealth Management | 387 | $412.2K | 0.15% | +4+1.0% | Added |
| JM2 Capital Inc. | 387 | $412.3K | 0.28% | −5−1.3% | Reduced |
| Riversedge Advisors, LLC | 390 | $415.3K | 0.06% | +10+2.6% | Added |