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 |
|---|---|---|---|---|---|
| Bolthouse Investments, LLC | 391 | $415.9K | 0.34% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 391 | $416.0K | 0.15% | +391 | New |
| Richardson Financial Services Inc. | 391 | $416.4K | 0.24% | −46−10.5% | Reduced |
| AIMZ Investment Advisors, LLC | 392 | $417.0K | 0.11% | 00.0% | Unchanged |
| Vilga Financial Planning LLC | 392 | $417.4K | 0.32% | −4−1.0% | Reduced |
| NDWM LLC | 392 | $417.4K | 0.25% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 393 | $418.1K | 0.05% | +7+1.8% | Added |
| Buska Wealth Management, LLC | 394 | $419.6K | 0.15% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 395 | $420.6K | 0.25% | +23+6.2% | Added |
| Wealthedge Investment Advisors, LLC | 395 | $421.4K | 0.14% | 00.0% | Unchanged |
| Headinvest, LLC | 396 | $421.7K | 0.08% | +38+10.6% | Added |
| Hidden Cove Wealth Management, LLC | 396 | $421.7K | 0.23% | +69+21.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 396 | $421.7K | 0.03% | +396 | New |
| Arthur M. Cohen & Associates, LLC | 397 | $422.8K | 0.07% | +397 | New |
| J. L. Bainbridge & Co., Inc. | 397 | $423.0K | 0.03% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 397 | $423.1K | 0.08% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 398 | $423.7K | 0.04% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 398 | $423.8K | 0.04% | +77+24.0% | Added |
| Summit Wealth Group, LLC | 399 | $424.9K | 0.09% | −62−13.4% | Reduced |
| MontVue Capital Management, Inc. | 399 | $424.9K | 0.24% | +399 | New |
| Banque Pictet & Cie SA | 400 | $426.0K | 0.00% | −937−70.1% | Reduced |
| Proffitt & Goodson Inc | 400 | $426.0K | 0.06% | 00.0% | Unchanged |
| Parthenon LLC | 400 | $426.0K | 0.04% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 400 | $426.0K | 0.29% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 400 | $426.0K | 0.08% | 00.0% | Unchanged |
| Benningfield Financial Advisors, LLC | 400 | $426.0K | 0.32% | 00.0% | Unchanged |
| Agp Franklin, LLC | 400 | $426.0K | 0.18% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $426.0K | 0.20% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 400 | $426.0K | 0.07% | +6+1.5% | Added |
| Granite Bay Wealth Management, LLC | 400 | $426.0K | 0.04% | +400 | New |
| Duncker Streett & Co Inc | 400 | $426.1K | 0.07% | −12−2.9% | Reduced |
| Abound Wealth Management | 400 | $426.2K | 0.08% | −39−8.9% | Reduced |
| NWM Advisors, LLC | 401 | $427.0K | 0.34% | 00.0% | Unchanged |
| Sig Brokerage, LP | 401 | $427.0K | 0.07% | +401 | New |
| Abner Herrman & Brock LLC | 402 | $428.0K | 0.04% | +61+17.9% | Added |
| My Personal CFO, LLC | 402 | $428.1K | 0.17% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 402 | $428.1K | 0.19% | +2+0.5% | Added |
| White Knight Strategic Wealth Advisors, LLC | 402 | $428.1K | 0.30% | +2+0.5% | Added |
| Fortress Financial Group, LLC | 403 | $428.8K | 0.21% | +1+0.2% | Added |
| Gallacher Capital Management LLC | 403 | $429.0K | 0.24% | −118−22.6% | Reduced |
| Pavion Blue Capital, LLC | 403 | $429.2K | 0.17% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 403 | $429.2K | 0.49% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 403 | $429.2K | 0.06% | +403 | New |
| Welch Financial Planning, LLC | 403 | $429.3K | 0.25% | +403 | New |
| Horizon Bancorp Inc | 404 | $430.0K | 0.20% | −24−5.6% | Reduced |
| Tenzing Financial LLC | 445 | $431.6K | 0.30% | +6+1.4% | Added |
| First PREMIER Bank | 406 | $432.0K | 0.07% | −70−14.7% | Reduced |
| Altiora Financial Group, LLC | 406 | $432.4K | 0.07% | +6+1.5% | Added |
| Northern Capital Management, Inc. | 406 | $432.7K | 0.18% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 409 | $435.6K | 0.22% | −21−4.9% | Reduced |
| Brown Financial Advisory | 410 | $436.7K | 0.18% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 412 | $438.7K | 0.12% | −199−32.6% | Reduced |
| Hollow Brook Wealth Management LLC | 412 | $438.7K | 0.09% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 412 | $438.7K | 0.25% | +12+3.0% | Added |
| Turning Point Benefit Group, Inc. | 415 | $440.5K | 0.19% | +30+7.8% | Added |
| Cape Investment Advisory, Inc. | 414 | $440.9K | 0.12% | +8+2.0% | Added |
| Renaissance Investment Group LLC | 414 | $440.9K | 0.09% | −20−4.6% | Reduced |
| MOR Wealth Management, LLC | 414 | $440.9K | 0.18% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 414 | $440.9K | 0.10% | +135+48.4% | Added |
| LightSquare Wealth Management, LLC | 415 | $441.6K | 0.30% | +6+1.5% | Added |
| Bell Investment Advisors, Inc | 415 | $441.9K | 0.06% | +4+1.0% | Added |
| Strata Wealth Advisors, LLC | 415 | $441.9K | 0.11% | +35+9.2% | Added |
| Blodgett Wealth Advisors, LLC | 415 | $442.4K | 0.30% | 00.0% | Unchanged |
| Rubicon Advisors, GP | 416 | $443.0K | 0.32% | −10−2.3% | Reduced |
| Invenio Wealth Partners LLC | 416 | $443.0K | 0.16% | −101−19.5% | Reduced |
| Tucker Asset Management LLC | 416 | $443.0K | 0.11% | +19+4.8% | Added |
| GW&K Investment Management, LLC | 416 | $443.0K | 0.00% | −8−1.9% | Reduced |
| Panoramic Capital Partners, LLC | 417 | $444.1K | 0.21% | −262−38.6% | Reduced |
| Renasant Bank | 417 | $444.1K | 0.29% | −116−21.8% | Reduced |
| TABR Capital Management, LLC | 419 | $445.9K | 0.38% | +20+5.0% | Added |
| Reston Wealth Management LLC | 421 | $448.0K | 0.12% | +6+1.4% | Added |
| Novak & Powell Financial Services, Inc. | 421 | $448.1K | 0.21% | +91+27.6% | Added |
| Gordian Advisors LLC | 421 | $448.1K | 0.26% | +1+0.2% | Added |
| Asset Allocation Strategies LLC | 422 | $449.2K | 0.07% | +24+6.0% | Added |
| Brio Consultants, LLC | 422 | $449.4K | 0.05% | +21+5.2% | Added |
| Holcombe Financial, Inc. | 422 | $449.4K | 0.25% | +422 | New |
| Foundry Financial LLC | 422 | $449.5K | 0.15% | +6+1.4% | Added |
| Northwest Wealth Management, LLC | 425 | $452.4K | 0.06% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 425 | $453.1K | 0.06% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 427 | $454.7K | 0.13% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 427 | $454.8K | 0.06% | +3+0.7% | Added |
| Investment Planning Advisors, Inc. | 428 | $455.4K | 0.11% | +82+23.7% | Added |
| Ariadne Wealth Management, LP | 428 | $455.8K | 0.20% | +428 | New |
| Lathrop Investment Management Corp | 429 | $457.0K | 0.08% | +22+5.4% | Added |
| Cornerstone Capital, Inc. | 430 | $457.9K | 0.04% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 432 | $459.7K | 0.25% | −243−36.0% | Reduced |
| Rockbridge Investment Management, LCC | 432 | $459.8K | 0.04% | +9+2.1% | Added |
| Wealth Advisory Solutions, LLC | 432 | $460.0K | 0.09% | −1−0.2% | Reduced |
| AGH Wealth Advisors, LLC | 432 | $460.0K | 0.29% | +64+17.4% | Added |
| Successful Portfolios LLC | 488 | $460.8K | 0.22% | −9−1.8% | Reduced |
| EntryPoint Capital, LLC | 433 | $461.1K | 0.11% | +433 | New |
| GGM Financials LLC | 433 | $461.4K | 0.17% | 00.0% | Unchanged |
| Rasp Wealth Solutions, LLC | 433 | $461.5K | 0.15% | +433 | New |
| Next Capital Management LLC | 435 | $463.2K | 0.13% | −100−18.7% | Reduced |
| Entelevest, LLC | 435 | $463.2K | 0.41% | +26+6.4% | Added |
| Pine Harbor Wealth Management, LLC | 436 | $464.3K | 0.12% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 436 | $464.3K | 0.40% | −7−1.6% | Reduced |
| Curated Wealth Partners LLC | 436 | $464.3K | 0.05% | +436 | New |
| Prasad Wealth Partners, LLC | 437 | $464.9K | 0.11% | +1+0.2% | Added |
| Hourglass Capital, LLC | 437 | $465.4K | 0.09% | 00.0% | Unchanged |