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; 4,070 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
- 4,070
- +349 vs. Q1 2026
- Shares held
- 330.6M
- −492.7K (−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
- 1,610 more reduced
51 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 | 4,070 | $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 |
|---|---|---|---|---|---|
| Little House Capital LLC | 7,038 | $7.49M | 1.68% | −242−3.3% | Reduced |
| Loudon Investment Management, LLC | 7,033 | $7.49M | 3.68% | −408−5.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,005 | $7.46M | 0.34% | −4,751−40.4% | Reduced |
| Sargent Investment Group, LLC | 7,004 | $7.46M | 0.90% | +316+4.7% | Added |
| South Dakota Investment Council | 7,001 | $7.46M | 0.13% | 00.0% | Unchanged |
| Adirondack Trust Co | 6,992 | $7.45M | 2.22% | −564−7.5% | Reduced |
| Capital & Planning, LLC | 6,983 | $7.44M | 3.84% | +36+0.5% | Added |
| Avantax Planning Partners, Inc. | 6,977 | $7.43M | 0.18% | +127+1.9% | Added |
| Quest Investment Management LLC | 6,968 | $7.42M | 0.87% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 6,955 | $7.41M | 2.32% | +130+1.9% | Added |
| Fulcrum Asset Management LLP | 7,158 | $7.40M | 0.74% | +7,158 | New |
| Evolve Private Wealth, LLC | 6,925 | $7.37M | 0.45% | −1,277−15.6% | Reduced |
| Field & Main Bank | 6,925 | $7.37M | 1.52% | −230−3.2% | Reduced |
| Shepherd Financial Partners LLC | 6,913 | $7.36M | 0.60% | +488+7.6% | Added |
| Dorsey & Whitney Trust CO LLC | 6,895 | $7.34M | 0.36% | −84−1.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,880 | $7.33M | 0.41% | +6,880 | New |
| Accurate Wealth Management, LLC | 7,684 | $7.31M | 0.70% | −518−6.3% | Reduced |
| Arvest Bank Trust Division | 6,856 | $7.30M | 0.36% | −41−0.6% | Reduced |
| Becker Capital Management Inc | 6,849 | $7.29M | 0.20% | −23−0.3% | Reduced |
| Verdence Capital Advisors LLC | 6,833 | $7.28M | 0.38% | −857−11.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,811 | $7.25M | 0.22% | +5,862+617.7% | Added |
| Staley Capital Advisers Inc | 6,800 | $7.24M | 0.28% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 6,794 | $7.23M | 2.42% | +226+3.4% | Added |
| Portfolio Design Labs, LLC | 6,788 | $7.23M | 1.19% | +5,019+283.7% | Added |
| Hillsdale Investment Management Inc. | 6,787 | $7.23M | 0.16% | +190+2.9% | Added |
| KLCM Advisors, Inc. | 6,786 | $7.23M | 0.58% | +20.0% | Added |
| Cross Staff Investments Inc | 6,781 | $7.22M | 4.30% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 6,770 | $7.21M | 0.49% | +45+0.7% | Added |
| MCF Advisors LLC | 6,733 | $7.17M | 0.26% | +2,750+69.0% | Added |
| Wilkerson Advisory Group LLC | 6,724 | $7.16M | 2.20% | −656−8.9% | Reduced |
| Brevan Howard Capital Management LP | 6,712 | $7.15M | 0.10% | −1,921−22.3% | Reduced |
| Inspire Advisors, LLC | 6,722 | $7.15M | 0.50% | −1,059−13.6% | Reduced |
| Kerusso Capital Management LLC | 6,705 | $7.14M | 2.60% | +1,272+23.4% | Added |
| Eagle Rock Investment Company, LLC | 6,700 | $7.13M | 0.88% | 00.0% | Unchanged |
| RFP Financial Group LLC | 6,688 | $7.12M | 3.19% | +3,246+94.3% | Added |
| Howland Capital Management LLC | 6,659 | $7.09M | 0.26% | −26−0.4% | Reduced |
| Keystone Investors Pte Ltd | 6,659 | $7.09M | 0.38% | +6,659 | New |
| National Asset Management, Inc. | 6,835 | $7.06M | 0.39% | +84+1.2% | Added |
| AMG National Trust Bank | 6,629 | $7.06M | 0.15% | −1,747−20.9% | Reduced |
| Guardian Wealth Management, Inc. | 6,581 | $7.01M | 3.44% | +69+1.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 6,577 | $7.00M | 0.33% | −268−3.9% | Reduced |
| Nemes Rush Group LLC | 6,564 | $6.99M | 0.58% | −27−0.4% | Reduced |
| Ignite Planners, LLC | 6,563 | $6.99M | 0.96% | −299−4.4% | Reduced |
| Legacy Financial Strategies, LLC | 6,554 | $6.98M | 1.08% | −321−4.7% | Reduced |
| Longbow Finance SA | 6,518 | $6.94M | 0.89% | −2,957−31.2% | Reduced |
| MB, Levis & Associates, LLC | 6,512 | $6.93M | 2.56% | −54−0.8% | Reduced |
| Money Concepts Capital Corp | 6,452 | $6.87M | 0.32% | −1,403−17.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 6,930 | $6.87M | 1.39% | −11−0.2% | Reduced |
| Focused Wealth Management, Inc | 6,432 | $6.85M | 0.60% | −1,086−14.4% | Reduced |
| NS Partners Ltd | 6,377 | $6.79M | 0.29% | +6,377 | New |
| Precision Wealth Strategies, LLC | 6,368 | $6.78M | 2.04% | +864+15.7% | Added |
| Private Trust Co NA | 6,358 | $6.77M | 0.54% | +91+1.5% | Added |
| Greenfield Savings Bank | 6,348 | $6.76M | 2.56% | −111−1.7% | Reduced |
| Rollins Financial Advisors, LLC | 6,342 | $6.75M | 0.89% | +490+8.4% | Added |
| Cambridge Advisors Inc. | 6,337 | $6.75M | 1.16% | −240−3.6% | Reduced |
| Virtu Financial LLC | 6,328 | $6.74M | 0.21% | +6,328 | New |
| McLaughlin Asset Management, Inc. | 6,312 | $6.72M | 4.63% | +2,030+47.4% | Added |
| NewEdge Wealth, LLC | 6,274 | $6.68M | 0.07% | +597+10.5% | Added |
| Southeast Asset Advisors Inc. | 6,269 | $6.68M | 0.68% | +10.0% | Added |
| Monticello Wealth Management, LLC | 6,263 | $6.67M | 0.37% | +708+12.7% | Added |
| Donaldson Capital Management, LLC | 6,248 | $6.65M | 0.19% | +2,166+53.1% | Added |
| Cottage Street Advisors LLC | 6,267 | $6.64M | 2.57% | −273−4.2% | Reduced |
| Vectors Research Management, LLC | 6,233 | $6.64M | 1.73% | +64+1.0% | Added |
| Weatherly Asset Management L. P. | 6,231 | $6.64M | 0.47% | +260+4.4% | Added |
| Vantage Point Financial LLC | 6,230 | $6.63M | 2.03% | +36+0.6% | Added |
| BNP Paribas | 6,365 | $6.63M | 0.18% | −7,191−53.0% | Reduced |
| AdvisorNet Financial, Inc | 6,219 | $6.62M | 0.30% | −196−3.1% | Reduced |
| JBR Co Financial Management Inc | 6,205 | $6.61M | 2.41% | −47−0.8% | Reduced |
| Old Mission Investment Co LLC | 6,179 | $6.58M | 1.37% | −1,119−15.3% | Reduced |
| K.J. Harrison & Partners Inc | 6,175 | $6.58M | 0.93% | −1,390−18.4% | Reduced |
| Hixon Zuercher, LLC | 6,162 | $6.56M | 1.93% | −3,362−35.3% | Reduced |
| Courier Capital LLC | 6,161 | $6.56M | 0.33% | −193−3.0% | Reduced |
| Triangle Securities Wealth Management | 6,161 | $6.56M | 1.30% | −192−3.0% | Reduced |
| Crawford Investment Counsel Inc | 6,150 | $6.55M | 0.11% | −28−0.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 6,149 | $6.55M | 0.21% | +6,149 | New |
| Ellis Investment Partners, LLC | 6,148 | $6.55M | 0.99% | +123+2.0% | Added |
| IFC Advisors LLC | 6,145 | $6.54M | 0.83% | −383−5.9% | Reduced |
| Massachusetts Wealth Management | 6,141 | $6.54M | 2.49% | −5−0.1% | Reduced |
| Umpqua Bank | 6,115 | $6.51M | 1.46% | −127−2.0% | Reduced |
| Verition Fund Management LLC | 6,101 | $6.50M | 0.05% | +1,109+22.2% | Added |
| Allegheny Financial Group LTD | 6,086 | $6.48M | 0.69% | −236−3.7% | Reduced |
| Bernard Wealth Management Corp. | 6,033 | $6.42M | 2.37% | −213−3.4% | Reduced |
| Bridges Investment Management Inc | 6,029 | $6.42M | 0.08% | +78+1.3% | Added |
| Fisher Funds Management LTD | 6,023 | $6.41M | 0.18% | −4,000−39.9% | Reduced |
| Seizert Capital Partners, LLC | 6,023 | $6.41M | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 6,009 | $6.40M | 1.22% | −323−5.1% | Reduced |
| Frank, Rimerman Advisors LLC | 6,001 | $6.39M | 0.36% | +40+0.7% | Added |
| Nwam LLC | 5,995 | $6.38M | 0.32% | +502+9.1% | Added |
| Clear Street Group Inc. | 5,984 | $6.37M | 0.02% | +5,984 | New |
| Brady Family Wealth, LLC | 5,978 | $6.37M | 1.84% | −91−1.5% | Reduced |
| Osborne Partners Capital Management, LLC | 5,970 | $6.36M | 0.35% | −175−2.8% | Reduced |
| Cove Private Wealth, LLC | 5,968 | $6.36M | 1.23% | +1,330+28.7% | Added |
| Trust Investment Advisors | 5,966 | $6.35M | 3.03% | −21−0.4% | Reduced |
| First Manhattan Co | 5,942 | $6.33M | 0.02% | −26−0.4% | Reduced |
| Milestone Asset Management, LLC | 5,933 | $6.32M | 0.99% | −978−14.2% | Reduced |
| Cornerstone Planning, LLC | 5,926 | $6.31M | 1.46% | −12−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 5,911 | $6.29M | 0.21% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,900 | $6.28M | 1.15% | 00.0% | Unchanged |
| BCM Advisors, LLC | 7,049 | $6.26M | 1.22% | +10.0% | Added |
| Financial Enhancement Group LLC | 5,851 | $6.23M | 0.74% | −1,423−19.6% | Reduced |