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 |
|---|---|---|---|---|---|
| Oversea-Chinese Banking CORP Ltd | 3,606 | $3.84M | 0.09% | +3,135+665.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,603 | $3.84M | 0.71% | −44−1.2% | Reduced |
| Cascade Investment Advisors, Inc. | 3,595 | $3.83M | 2.09% | −693−16.2% | Reduced |
| King Wealth | 3,593 | $3.83M | 0.42% | +56+1.6% | Added |
| Centaurus Financial, Inc. | 3,586 | $3.82M | 0.15% | +407+12.8% | Added |
| Benin Management CORP | 3,585 | $3.82M | 0.77% | −80−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 3,563 | $3.79M | 0.69% | +925+35.1% | Added |
| Chicago Partners Investment Group LLC | 4,237 | $3.79M | 0.08% | +784+22.7% | Added |
| Ancora Advisors, LLC | 3,544 | $3.77M | 0.07% | −261−6.9% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,539 | $3.77M | 1.11% | +3,539 | New |
| Evernest Financial Advisors, LLC | 3,539 | $3.77M | 0.79% | −164−4.4% | Reduced |
| Delta Financial Advisors LLC | 3,533 | $3.76M | 0.89% | +35+1.0% | Added |
| CRA Financial Services, LLC | 3,528 | $3.76M | 0.43% | +11+0.3% | Added |
| Patten & Patten Inc | 3,520 | $3.75M | 0.20% | −192−5.2% | Reduced |
| Aspen Investment Management Inc | 3,515 | $3.74M | 1.01% | −29−0.8% | Reduced |
| Portside Wealth Group, LLC | 3,505 | $3.73M | 0.44% | −194−5.2% | Reduced |
| Security Financial Services, INC. | 3,500 | $3.73M | 0.52% | −165−4.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,495 | $3.72M | 0.44% | −576−14.1% | Reduced |
| CMH Wealth Management LLC | 3,493 | $3.72M | 0.57% | −167−4.6% | Reduced |
| Sequent Asset Management, LLC | 3,475 | $3.70M | 1.56% | +10+0.3% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,468 | $3.69M | 2.55% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,463 | $3.69M | 0.19% | −100−2.8% | Reduced |
| Rokos Capital Management LLP | 3,462 | $3.69M | 0.05% | +3,462 | New |
| Live Oak Private Wealth LLC | 3,455 | $3.68M | 0.46% | −50−1.4% | Reduced |
| Magnus Financial Group LLC | 3,452 | $3.68M | 0.26% | +110+3.3% | Added |
| ZEGA Investments, LLC | 3,449 | $3.67M | 0.61% | −203−5.6% | Reduced |
| Byrne Asset Management LLC | 3,440 | $3.66M | 1.99% | −295−7.9% | Reduced |
| Cim Investment Mangement Inc | 3,437 | $3.66M | 0.88% | −329−8.7% | Reduced |
| Thomasville National Bank | 3,437 | $3.66M | 0.20% | +3,437 | New |
| Vanguard Capital Wealth Advisors | 3,434 | $3.66M | 2.48% | −107−3.0% | Reduced |
| South State Corp. | 3,424 | $3.65M | 0.15% | −279−7.5% | Reduced |
| Canopy Partners, LLC | 3,420 | $3.64M | 1.10% | −43−1.2% | Reduced |
| Montis Financial, LLC | 3,416 | $3.64M | 0.74% | −20−0.6% | Reduced |
| Inman Jager Wealth Management, LLC | 3,413 | $3.63M | 1.93% | −924−21.3% | Reduced |
| Eads & Heald Wealth Management | 3,413 | $3.63M | 1.78% | −626−15.5% | Reduced |
| Lantern Wealth Advisors, LLC | 3,412 | $3.63M | 1.66% | −12−0.4% | Reduced |
| Investment Partners, Ltd. | 3,406 | $3.63M | 1.13% | −30−0.9% | Reduced |
| Avestar Capital, LLC | 3,395 | $3.62M | 0.21% | +88+2.7% | Added |
| Woodward Diversified Capital, LLC | 3,394 | $3.61M | 1.59% | −789−18.9% | Reduced |
| Fort Sheridan Advisors LLC | 3,391 | $3.61M | 0.39% | −200−5.6% | Reduced |
| Moore Capital Management, LP | 3,386 | $3.61M | 0.08% | +3,386 | New |
| Wealth Effects LLC | 3,384 | $3.60M | 0.97% | −14−0.4% | Reduced |
| Evermay Wealth Management LLC | 3,383 | $3.60M | 0.37% | +121+3.7% | Added |
| Boston Research & Management Inc | 3,382 | $3.60M | 0.80% | −120−3.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,381 | $3.60M | 0.36% | −36−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,376 | $3.60M | 0.12% | +217+6.9% | Added |
| Philadelphia Trust Co | 3,370 | $3.59M | 0.23% | −30−0.9% | Reduced |
| Uncommon Cents Investing LLC | 3,359 | $3.58M | 0.78% | −22−0.7% | Reduced |
| Gould Capital, LLC | 3,353 | $3.57M | 1.99% | −1,566−31.8% | Reduced |
| Platt Wealth Management LLC | 3,348 | $3.56M | 2.87% | +10.0% | Added |
| Montecito Bank & Trust | 3,338 | $3.55M | 0.53% | −6−0.2% | Reduced |
| Corundum Group, Inc. | 3,337 | $3.55M | 1.05% | −22−0.7% | Reduced |
| Marex Group plc | 3,333 | $3.55M | 0.03% | +1,342+67.4% | Added |
| Moody National Bank Trust Division | 3,330 | $3.55M | 0.29% | −32−1.0% | Reduced |
| Wilkins Investment Counsel Inc | 3,325 | $3.54M | 0.48% | −203−5.8% | Reduced |
| Spreng Capital Management, Inc. | 3,319 | $3.53M | 1.29% | −41−1.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,309 | $3.52M | 2.48% | +75+2.3% | Added |
| Southern Michigan Bank & Trust | 3,302 | $3.52M | 1.25% | +982+42.3% | Added |
| Providence Financial Advisors, LLC | 3,297 | $3.51M | 2.00% | −10.0% | Reduced |
| Emerald Investment Advisers, LLC | 3,293 | $3.51M | 0.23% | +938+39.8% | Added |
| Orca Wealth Management, LLC | 3,288 | $3.50M | 2.10% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,285 | $3.50M | 0.78% | −3,723−53.1% | Reduced |
| Financial Management Network Inc | 3,973 | $3.50M | 0.50% | +10.0% | Added |
| Patton Fund Management, Inc. | 3,282 | $3.50M | 0.76% | −1,616−33.0% | Reduced |
| Trinity Legacy Partners, LLC | 3,976 | $3.49M | 0.70% | +68+1.7% | Added |
| LexAurum Advisors, LLC | 3,274 | $3.49M | 0.40% | −33−1.0% | Reduced |
| BayBridge Capital Group, LLC | 3,269 | $3.48M | 1.81% | −1,095−25.1% | Reduced |
| PFC Capital Group, Inc. | 3,267 | $3.48M | 1.34% | −50−1.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 3,261 | $3.47M | 0.64% | +23+0.7% | Added |
| MSH Capital Advisors LLC | 3,219 | $3.43M | 0.60% | −155−4.6% | Reduced |
| XML Financial, LLC | 3,211 | $3.42M | 0.25% | −1,982−38.2% | Reduced |
| Anchor Bay Capital, Inc. | 4,070 | $3.42M | 1.84% | +4,070 | New |
| Provenance Wealth Advisors, LLC | 3,203 | $3.41M | 0.32% | +7+0.2% | Added |
| Circle Wealth Management, LLC | 3,197 | $3.40M | 0.04% | +6+0.2% | Added |
| Rooted Wealth Advisors, Inc. | 3,195 | $3.40M | 0.83% | −24−0.7% | Reduced |
| Aprio Wealth Management, LLC | 3,193 | $3.40M | 0.17% | +135+4.4% | Added |
| L2 Asset Management, LLC | 3,191 | $3.40M | 0.35% | −267−7.7% | Reduced |
| Traphagen Investment Advisors LLC | 3,191 | $3.40M | 0.24% | −4−0.1% | Reduced |
| Menard Financial Group LLC | 3,190 | $3.40M | 1.85% | +3+0.1% | Added |
| MBL Wealth, LLC | 3,186 | $3.39M | 0.23% | +92+3.0% | Added |
| Stiles Financial Services Inc | 3,182 | $3.39M | 0.85% | −25−0.8% | Reduced |
| Sound Income Strategies, LLC | 3,182 | $3.39M | 0.15% | +156+5.2% | Added |
| Waterloo Capital, L.P. | 3,179 | $3.39M | 0.19% | +1,263+65.9% | Added |
| Elyxium Wealth, LLC | 3,174 | $3.38M | 0.36% | +521+19.6% | Added |
| LBMC Investment Advisors, LLC | 3,172 | $3.38M | 0.18% | −14−0.4% | Reduced |
| Roxbury Financial LLC | 3,167 | $3.37M | 2.67% | −27−0.8% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,162 | $3.37M | 1.18% | −74−2.3% | Reduced |
| Invesco, LLC | 3,151 | $3.36M | 1.04% | +8+0.3% | Added |
| Garrett Wealth Advisory Group, LLC | 3,145 | $3.35M | 0.51% | +15+0.5% | Added |
| Visionary Wealth Advisors | 3,139 | $3.34M | 0.13% | −27−0.9% | Reduced |
| NewSquare Capital LLC | 3,133 | $3.34M | 0.25% | +104+3.4% | Added |
| Sittner & Nelson, LLC | 3,128 | $3.33M | 1.05% | −41−1.3% | Reduced |
| Keystone Financial Group | 3,127 | $3.33M | 0.20% | +49+1.6% | Added |
| AA Financial Advisors, LLC | 3,126 | $3.33M | 0.40% | −224−6.7% | Reduced |
| Quad-Cities Investment Group, LLC | 3,126 | $3.33M | 1.20% | −423−11.9% | Reduced |
| Plancorp, LLC | 3,570 | $3.33M | 0.08% | +777+27.8% | Added |
| Counterweight Ventures, LLC | 3,113 | $3.31M | 1.65% | −245−7.3% | Reduced |
| Fiduciary Alliance LLC | 3,112 | $3.31M | 0.22% | −73−2.3% | Reduced |
| Oakworth Capital, Inc. | 3,107 | $3.31M | 0.16% | −393−11.2% | Reduced |
| Stamos Capital Partners, L.P. | 3,098 | $3.30M | 0.51% | −1,304−29.6% | Reduced |