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 |
|---|---|---|---|---|---|
| Kachkovsky & Fisher, Inc. | 4,232 | $4.51M | 4.33% | +4,232 | New |
| M&G Plc | 4,224 | $4.50M | 0.02% | −5,220−55.3% | Reduced |
| Catalytic Wealth RIA, LLC | 4,222 | $4.50M | 0.26% | −258−5.8% | Reduced |
| Werlinich Asset Management, LLC | 4,217 | $4.49M | 1.72% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,210 | $4.48M | 0.67% | −1,252−22.9% | Reduced |
| NBC Securities, Inc. | 4,198 | $4.47M | 0.30% | +21+0.5% | Added |
| Altshuler Shaham Ltd | 4,187 | $4.46M | 0.06% | −909−17.8% | Reduced |
| Wealthspan Partners, LLC | 4,184 | $4.46M | 1.40% | −22−0.5% | Reduced |
| DSG Capital Advisors, LLC | 4,751 | $4.43M | 0.63% | +3,021+174.6% | Added |
| Woodard & Co Asset Management Group Inc | 4,164 | $4.43M | 0.64% | +40+1.0% | Added |
| Silvant Capital Management LLC | 4,157 | $4.43M | 0.13% | +276+7.1% | Added |
| Ellsworth Advisors, LLC | 4,839 | $4.42M | 0.73% | +213+4.6% | Added |
| Mainstay Capital Management LLC | 4,152 | $4.42M | 0.33% | −248−5.6% | Reduced |
| Solstein Capital, LLC | 4,149 | $4.42M | 1.51% | −125−2.9% | Reduced |
| 71 West Capital Partners | 4,145 | $4.41M | 0.15% | +1,169+39.3% | Added |
| SBI Securities Co., Ltd. | 4,140 | $4.41M | 0.10% | +240+6.2% | Added |
| Hazlett, Burt & Watson, Inc. | 4,135 | $4.40M | 1.17% | +318+8.3% | Added |
| RNC Capital Management LLC | 4,124 | $4.39M | 0.18% | −77−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 4,123 | $4.39M | 1.43% | −451−9.9% | Reduced |
| Burford Brothers, Inc. | 4,122 | $4.39M | 1.61% | +97+2.4% | Added |
| Gibson Capital, LLC | 4,117 | $4.38M | 0.72% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,115 | $4.38M | 0.50% | +329+8.7% | Added |
| Evelyn Partners Group Ltd | 4,109 | $4.38M | 0.08% | +4,109 | New |
| Washington Trust Co | 4,101 | $4.37M | 0.14% | −26−0.6% | Reduced |
| First National Bank Sioux Falls | 5,651 | $4.37M | 1.19% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,098 | $4.36M | 0.15% | −500−10.9% | Reduced |
| Guerra Pan Advisors, LLC | 4,090 | $4.36M | 2.43% | −443−9.8% | Reduced |
| Rodgers Brothers Inc. | 4,085 | $4.35M | 0.42% | −320−7.3% | Reduced |
| Highview Capital Management LLC | 4,082 | $4.35M | 1.25% | +616+17.8% | Added |
| Amarillo National Bank | 4,076 | $4.34M | 0.70% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,069 | $4.33M | 0.12% | −111−2.7% | Reduced |
| TKG Advisors, LLC | 4,064 | $4.33M | 1.50% | −110−2.6% | Reduced |
| BankPlus Trust Department | 4,063 | $4.33M | 1.01% | −223−5.2% | Reduced |
| CORDA Investment Management, LLC. | 4,060 | $4.32M | 0.27% | +303+8.1% | Added |
| Westhampton Capital, LLC | 4,050 | $4.31M | 1.79% | −100−2.4% | Reduced |
| Birch Hill Investment Advisors LLC | 4,029 | $4.29M | 0.17% | −15−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,029 | $4.29M | 0.48% | +1,554+62.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,025 | $4.29M | 0.21% | −71−1.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,025 | $4.29M | 0.81% | −40−1.0% | Reduced |
| Allen Capital Group, LLC | 4,017 | $4.28M | 0.35% | −3−0.1% | Reduced |
| Garrison Point Advisors, LLC | 4,006 | $4.27M | 1.73% | −85−2.1% | Reduced |
| Viking Fund Management LLC | 4,000 | $4.26M | 0.38% | 00.0% | Unchanged |
| TrustBank | 3,995 | $4.25M | 1.44% | −30−0.7% | Reduced |
| Charles Schwab Trust Co | 3,989 | $4.25M | 0.24% | +87+2.2% | Added |
| Kathmere Capital Management, LLC | 3,988 | $4.25M | 0.23% | +316+8.6% | Added |
| Promethium Advisors,llc | 3,986 | $4.24M | 2.04% | −80−2.0% | Reduced |
| Tower Bridge Advisors | 3,983 | $4.24M | 0.38% | −17−0.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,976 | $4.23M | 1.34% | +107+2.8% | Added |
| Fundamentun, LLC | 3,956 | $4.21M | 0.15% | −379−8.7% | Reduced |
| Carlson Financial, Inc. | 3,935 | $4.20M | 2.14% | −59−1.5% | Reduced |
| Univest Financial Corp | 3,939 | $4.19M | 0.21% | −107−2.6% | Reduced |
| Cladis Investment Advisory, LLC | 3,938 | $4.19M | 1.96% | −327−7.7% | Reduced |
| RD Lewis Holdings, Inc. | 4,896 | $4.19M | 3.11% | −54−1.1% | Reduced |
| Founders Financial Securities LLC | 3,934 | $4.19M | 0.21% | −58−1.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,931 | $4.19M | 0.05% | −186−4.5% | Reduced |
| Howard Capital Management Inc. | 3,930 | $4.19M | 0.05% | +1,661+73.2% | Added |
| Goldstone Financial Group, LLC | 3,926 | $4.18M | 0.38% | −117−2.9% | Reduced |
| Berkshire Asset Management LLC | 3,912 | $4.17M | 0.16% | −20−0.5% | Reduced |
| Texas Yale Capital Corp. | 3,896 | $4.15M | 0.09% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,888 | $4.14M | 0.43% | +703+22.1% | Added |
| Ballast, Inc. | 3,881 | $4.13M | 0.78% | +100+2.6% | Added |
| Banque Transatlantique SA | 7,129 | $4.12M | 0.09% | +122+1.7% | Added |
| Prosperity Consulting Group, LLC | 3,858 | $4.11M | 0.16% | −396−9.3% | Reduced |
| LRI Investments, LLC | 3,857 | $4.11M | 0.33% | −91−2.3% | Reduced |
| Citizens & Northern Corp | 3,846 | $4.10M | 0.94% | −641−14.3% | Reduced |
| City State Bank | 3,843 | $4.09M | 0.94% | −37−1.0% | Reduced |
| FCG Investment Co | 3,843 | $4.09M | 1.42% | +2,406+167.4% | Added |
| Everett Harris & Co | 3,842 | $4.09M | 0.05% | −60−1.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,838 | $4.09M | 0.36% | −602−13.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,824 | $4.07M | 0.91% | −227−5.6% | Reduced |
| Continuum Advisory, LLC | 3,824 | $4.07M | 0.33% | −40−1.0% | Reduced |
| Fort Point Capital Partners LLC | 3,813 | $4.06M | 0.44% | −65−1.7% | Reduced |
| McGuire Capital Advisors Inc | 3,808 | $4.06M | 2.21% | +40+1.1% | Added |
| Williamson Legacy Group, LLC | 3,805 | $4.05M | 2.01% | +1,880+97.7% | Added |
| IVC Wealth Advisors LLC | 3,802 | $4.05M | 1.58% | −60−1.6% | Reduced |
| Premier Financial Group | 3,784 | $4.03M | 0.88% | +3,784 | New |
| Waldron Private Wealth LLC | 3,769 | $4.01M | 0.14% | +192+5.4% | Added |
| Van Strum & Towne Inc. | 3,745 | $3.99M | 1.09% | −80−2.1% | Reduced |
| Signal Advisors Wealth, LLC | 3,745 | $3.99M | 0.21% | +635+20.4% | Added |
| Hager Investment Management Services, LLC | 3,742 | $3.99M | 1.83% | −521−12.2% | Reduced |
| Rehmann Capital Advisory Group | 3,730 | $3.97M | 0.18% | +96+2.6% | Added |
| Diversified Enterprises, LLC | 3,721 | $3.96M | 0.19% | +10.0% | Added |
| Blue Chip Partners, Inc. | 3,705 | $3.95M | 0.25% | +10.0% | Added |
| Advisors Management Group Inc | 3,705 | $3.94M | 0.65% | −208−5.3% | Reduced |
| Braeburn Wealth Management LLC | 3,686 | $3.93M | 1.68% | +136+3.8% | Added |
| Fire Capital Management LLC | 3,679 | $3.92M | 1.59% | −573−13.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,670 | $3.91M | 0.01% | −3,031−45.2% | Reduced |
| Garrett Investment Advisors LLC | 3,662 | $3.90M | 0.28% | −953−20.7% | Reduced |
| Occudo Quantitative Strategies LP | 3,661 | $3.90M | 0.21% | +1,357+58.9% | Added |
| Enclave Advisors LLC | 3,658 | $3.90M | 0.51% | +191+5.5% | Added |
| Bowen Hanes & Co Inc | 5,495 | $3.89M | 0.09% | 00.0% | Unchanged |
| BBR Partners, LLC | 3,652 | $3.89M | 0.18% | −4−0.1% | Reduced |
| Berger Financial Group, Inc | 3,646 | $3.88M | 0.20% | +681+23.0% | Added |
| Bridgeway Capital Management, LLC | 3,640 | $3.88M | 0.07% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,638 | $3.87M | 0.71% | +57+1.6% | Added |
| Strategic Blueprint, LLC | 3,638 | $3.87M | 0.19% | +125+3.6% | Added |
| Investment Management Trust, LLC | 3,637 | $3.87M | 3.47% | +6+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,626 | $3.86M | 0.13% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 3,622 | $3.86M | 2.22% | −7−0.2% | Reduced |
| Central Pacific Bank - Trust Division | 3,621 | $3.86M | 0.39% | +495+15.8% | Added |