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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 4,998 | $5.32M | 0.12% | +82+1.7% | Added |
| Capital International Ltd | 4,986 | $5.31M | 0.17% | −11,182−69.2% | Reduced |
| Qtron Investments LLC | 4,951 | $5.27M | 0.70% | −806−14.0% | Reduced |
| United Bank | 4,949 | $5.27M | 1.60% | +32+0.7% | Added |
| Ledyard National Bank | 4,946 | $5.27M | 0.42% | −6,153−55.4% | Reduced |
| Next Century Growth Investors LLC | 4,932 | $5.25M | 0.28% | −2,062−29.5% | Reduced |
| Hollencrest Capital Management | 4,929 | $5.25M | 0.34% | +3,563+260.8% | Added |
| Q3 Asset Management | 4,913 | $5.23M | 0.96% | +4,913 | New |
| Vaquero Private Wealth, Ltd | 4,890 | $5.21M | 1.07% | +4,890 | New |
| TIAA Wealth Investment Management LLC | 4,887 | $5.20M | 0.03% | +238+5.1% | Added |
| Elite Wealth Management, Inc. | 4,882 | $5.20M | 1.54% | +2,310+89.8% | Added |
| Pallas Capital Advisors LLC | 4,875 | $5.19M | 0.16% | +22+0.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,871 | $5.19M | 2.09% | −255−5.0% | Reduced |
| Precedent Wealth Partners, LLC | 4,871 | $5.19M | 0.86% | +420+9.4% | Added |
| Harbor Group, Inc. | 4,869 | $5.18M | 0.61% | −11−0.2% | Reduced |
| Bahl & Gaynor Inc | 4,859 | $5.17M | 0.02% | −19−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 4,839 | $5.15M | 0.52% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 4,838 | $5.15M | 0.39% | +114+2.4% | Added |
| Myriad Asset Management Advisors LLC | 4,836 | $5.15M | 1.22% | −1,142−19.1% | Reduced |
| Perkins Coie Trust Co | 4,828 | $5.14M | 0.85% | −491−9.2% | Reduced |
| Benedict Financial Advisors Inc | 4,826 | $5.14M | 1.00% | −103−2.1% | Reduced |
| Westpac Banking Corp | 4,802 | $5.11M | 0.31% | −1,126−19.0% | Reduced |
| Princeton Capital Management LLC | 4,801 | $5.11M | 1.15% | 00.0% | Unchanged |
| Guardian Investment Management | 4,800 | $5.11M | 3.50% | 00.0% | Unchanged |
| Haverford Trust Co | 4,792 | $5.10M | 0.04% | +190+4.1% | Added |
| Thompson Siegel & Walmsley LLC | 4,790 | $5.10M | 0.09% | −936−16.3% | Reduced |
| Camden Capital, LLC | 4,773 | $5.08M | 0.25% | −141−2.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 4,772 | $5.08M | 0.44% | −476−9.1% | Reduced |
| Rossmore Private Capital | 4,759 | $5.07M | 0.41% | +3+0.1% | Added |
| Vision Retirement, LLC | 4,753 | $5.06M | 1.22% | +247+5.5% | Added |
| WBH Advisory Inc | 4,745 | $5.05M | 0.34% | −133−2.7% | Reduced |
| Delta Investment Management, LLC | 4,743 | $5.05M | 0.83% | +763+19.2% | Added |
| CFM Wealth Partners LLC | 4,738 | $5.05M | 0.64% | −50−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 4,714 | $5.02M | 0.63% | −8−0.2% | Reduced |
| Cooper Financial Group | 4,694 | $5.00M | 0.41% | +346+8.0% | Added |
| EPG Wealth Management LLC | 4,685 | $4.99M | 1.20% | −13−0.3% | Reduced |
| Atlas Brown,Inc. | 4,680 | $4.98M | 1.34% | −121−2.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,677 | $4.98M | 0.07% | +670+16.7% | Added |
| Westover Capital Advisors, LLC | 4,676 | $4.98M | 0.83% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,676 | $4.98M | 0.15% | +515+12.4% | Added |
| Apollon Financial, LLC | 4,662 | $4.96M | 0.59% | +6+0.1% | Added |
| Resources Management Corp | 4,650 | $4.95M | 0.62% | −230−4.7% | Reduced |
| Beck Capital Management, LLC | 4,622 | $4.92M | 0.91% | +177+4.0% | Added |
| Capital Advisors Inc | 4,618 | $4.92M | 0.07% | +244+5.6% | Added |
| Csenge Advisory Group | 4,610 | $4.91M | 0.20% | −211−4.4% | Reduced |
| West Branch Capital LLC | 4,606 | $4.90M | 1.14% | +130+2.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,599 | $4.90M | 0.50% | −4,369−48.7% | Reduced |
| RS Crum Inc. | 4,589 | $4.89M | 0.92% | +159+3.6% | Added |
| Pinnacle West Asset Management, Inc. | 4,586 | $4.88M | 3.37% | −65−1.4% | Reduced |
| Valmark Advisers, Inc. | 4,580 | $4.88M | 0.05% | −26−0.6% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,573 | $4.87M | 3.83% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,572 | $4.87M | 0.14% | −170−3.6% | Reduced |
| SCS Capital Management LLC | 4,569 | $4.87M | 0.05% | −396−8.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 4,565 | $4.86M | 0.30% | −91−2.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,563 | $4.86M | 0.10% | +602+15.2% | Added |
| New Republic Capital, LLC | 4,563 | $4.86M | 1.12% | +2,496+120.8% | Added |
| DB&C Advisors, LLC | 4,562 | $4.86M | 5.26% | +4+0.1% | Added |
| Norway Savings Bank | 4,557 | $4.85M | 2.03% | −229−4.8% | Reduced |
| LOM Asset Management Ltd | 4,531 | $4.83M | 1.25% | −985−17.9% | Reduced |
| Boston Family Office LLC | 4,528 | $4.82M | 0.29% | −34−0.7% | Reduced |
| RKL Wealth Management LLC | 4,521 | $4.81M | 0.38% | +140+3.2% | Added |
| LSV Asset Management | 4,517 | $4.81M | 0.01% | +10.0% | Added |
| Lawood & Co | 4,507 | $4.80M | 3.25% | −399−8.1% | Reduced |
| Platinum Investment Management Ltd | 4,500 | $4.79M | 1.18% | −4,000−47.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,490 | $4.78M | 0.69% | +671+17.6% | Added |
| First Foundation Advisors | 4,478 | $4.77M | 0.17% | +374+9.1% | Added |
| Trust Point Inc. | 4,478 | $4.77M | 0.40% | +210+4.9% | Added |
| SS&H Financial Advisors, Inc. | 4,475 | $4.76M | 1.22% | +4,475 | New |
| Old West Investment Management, LLC | 4,458 | $4.75M | 0.50% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,448 | $4.74M | 0.18% | +8+0.2% | Added |
| Emprise Bank | 4,445 | $4.73M | 1.74% | −47−1.0% | Reduced |
| Wolff Financial Management LLC | 4,440 | $4.73M | 0.94% | −508−10.3% | Reduced |
| Essex Savings Bank | 4,440 | $4.73M | 1.02% | −568−11.3% | Reduced |
| Diamant Asset Management, Inc. | 4,433 | $4.72M | 3.21% | −3,136,170−99.9% | Reduced |
| MOKAN Wealth Management Inc. | 4,406 | $4.70M | 1.80% | +120+2.8% | Added |
| Azimuth Capital Investment Management LLC | 4,415 | $4.70M | 0.16% | −5,780−56.7% | Reduced |
| Ellenbecker Investment Group | 4,396 | $4.68M | 0.54% | −634−12.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,389 | $4.67M | 0.91% | −176−3.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,387 | $4.67M | 1.16% | −9−0.2% | Reduced |
| Hardy Reed LLC | 4,378 | $4.66M | 0.30% | +122+2.9% | Added |
| Facet Wealth, Inc. | 4,373 | $4.66M | 0.07% | +1,004+29.8% | Added |
| Simon Quick Advisors, LLC | 4,372 | $4.66M | 0.19% | +87+2.0% | Added |
| Perfromance Wealth Partners, LLC | 4,362 | $4.65M | 0.12% | +1,927+79.1% | Added |
| G&S Capital LLC | 4,359 | $4.64M | 1.35% | −139−3.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 4,335 | $4.63M | 1.44% | +37+0.9% | Added |
| Acorn Wealth Advisors, LLC | 4,335 | $4.62M | 1.12% | +118+2.8% | Added |
| Oak Asset Management, LLC | 4,332 | $4.61M | 1.48% | −55−1.3% | Reduced |
| AlphaCore Capital LLC | 4,331 | $4.61M | 0.08% | +392+10.0% | Added |
| Weaver Capital Management LLC | 6,491 | $4.60M | 1.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 4,318 | $4.60M | 1.51% | −147−3.3% | Reduced |
| Ticino Wealth | 4,318 | $4.60M | 1.45% | +58+1.4% | Added |
| Cigna Investments Inc | 4,316 | $4.60M | 0.60% | −103−2.3% | Reduced |
| Great Diamond Partners, LLC | 4,300 | $4.58M | 0.79% | −26−0.6% | Reduced |
| Sit Investment Associates Inc | 4,300 | $4.58M | 0.09% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 4,300 | $4.58M | 2.46% | −75−1.7% | Reduced |
| 180 Wealth Advisors, LLC | 4,293 | $4.57M | 0.46% | +114+2.7% | Added |
| Frec Markets, Inc. | 4,281 | $4.56M | 0.41% | +1,601+59.7% | Added |
| Camarda Financial Advisors, LLC | 4,280 | $4.56M | 1.38% | +1,675+64.3% | Added |
| Charter Research & Investment Group, Inc. | 4,280 | $4.56M | 2.77% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,264 | $4.54M | 0.29% | −97−2.2% | Reduced |