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 |
|---|---|---|---|---|---|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,093 | $3.29M | 0.18% | −28−0.9% | Reduced |
| Addison Capital Co | 3,088 | $3.29M | 0.54% | −99−3.1% | Reduced |
| O'Domhnaill Enterprises, Inc. | 3,087 | $3.29M | 2.63% | −696−18.4% | Reduced |
| InTrack Investment Management Inc | 3,086 | $3.29M | 1.63% | −212−6.4% | Reduced |
| Rockland Trust Co | 3,080 | $3.28M | 0.13% | −283−8.4% | Reduced |
| Belpointe Asset Management LLC | 3,078 | $3.28M | 0.11% | +497+19.3% | Added |
| Brookwood Investment Group LLC | 3,069 | $3.27M | 0.38% | +196+6.8% | Added |
| Vivid Wealth Management, LLC | 3,067 | $3.27M | 1.15% | −860−21.9% | Reduced |
| Action Point Financial Planning, LLC | 3,064 | $3.25M | 0.33% | +2,384+350.6% | Added |
| Cannon Advisors, Inc. | 3,480 | $3.25M | 1.98% | −4,212−54.8% | Reduced |
| Venturi Wealth Management, LLC | 3,050 | $3.25M | 0.13% | +54+1.8% | Added |
| Secured Retirement Advisors, LLC | 3,048 | $3.25M | 1.67% | +1,286+73.0% | Added |
| Quotient Wealth Partners, LLC | 3,046 | $3.24M | 0.08% | +246+8.8% | Added |
| Douglas Lane & Associates, LLC | 3,039 | $3.24M | 0.04% | +70+2.4% | Added |
| Cypress Wealth Services, LLC | 3,033 | $3.23M | 0.40% | −33−1.1% | Reduced |
| PDS Planning, Inc | 3,032 | $3.23M | 0.19% | +102+3.5% | Added |
| Purus Wealth Management, LLC | 3,027 | $3.22M | 0.89% | −11−0.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,018 | $3.21M | 0.50% | −10.0% | Reduced |
| Aspiriant, LLC | 3,008 | $3.20M | 0.08% | +144+5.0% | Added |
| Prosperity Financial Group, Inc. | 3,009 | $3.20M | 0.99% | −95−3.1% | Reduced |
| Summit Wealth Partners, LLC | 3,008 | $3.20M | 0.46% | −10−0.3% | Reduced |
| Birinyi Associates Inc | 3,000 | $3.19M | 0.76% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,000 | $3.19M | 1.41% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,992 | $3.19M | 1.33% | −675−18.4% | Reduced |
| Dark Forest Capital Management LP | 2,980 | $3.17M | 0.20% | +997+50.3% | Added |
| Heartwood Wealth Advisors LLC | 2,975 | $3.17M | 0.25% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 2,974 | $3.17M | 2.61% | −49−1.6% | Reduced |
| Mechanics Financial Corp | 2,974 | $3.17M | 1.13% | +78+2.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,972 | $3.16M | 1.05% | −200−6.3% | Reduced |
| United Asset Strategies, Inc. | 2,971 | $3.16M | 0.22% | +676+29.5% | Added |
| Aureus Asset Management, LLC | 2,969 | $3.16M | 0.19% | −1,209−28.9% | Reduced |
| Telos Capital Management, Inc. | 2,967 | $3.16M | 0.28% | +16+0.5% | Added |
| Patriot Investment Management Inc. | 2,966 | $3.16M | 0.18% | +204+7.4% | Added |
| Ironwood Investment Counsel, LLC | 2,965 | $3.16M | 0.41% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,960 | $3.15M | 2.53% | −48−1.6% | Reduced |
| Global Financial Private Client, LLC | 2,959 | $3.15M | 0.85% | +64+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,954 | $3.15M | 0.81% | −215−6.8% | Reduced |
| Auxier Asset Management | 2,951 | $3.14M | 0.42% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,948 | $3.14M | 0.29% | +3+0.1% | Added |
| Resonant Capital Advisors, LLC | 2,943 | $3.13M | 0.15% | +36+1.2% | Added |
| Legacy Financial Advisors, Inc. | 2,941 | $3.13M | 0.38% | +142+5.1% | Added |
| Synergy Financial Management, LLC | 2,941 | $3.13M | 0.30% | −24−0.8% | Reduced |
| Hilltop National Bank | 2,941 | $3.13M | 0.67% | +62+2.2% | Added |
| Ark Wealth Advisors LLC | 2,936 | $3.13M | 2.77% | +85+3.0% | Added |
| TownSquare Capital, LLC | 2,936 | $3.13M | 0.57% | +68+2.4% | Added |
| Maridea Wealth Management LLC | 2,934 | $3.12M | 0.34% | +2,243+324.6% | Added |
| Reynders McVeigh Capital Management, LLC | 2,930 | $3.12M | 0.14% | −40−1.3% | Reduced |
| HBW Advisory Services LLC | 2,916 | $3.11M | 0.28% | −198−6.4% | Reduced |
| Osmosis Investment Management UK Ltd | 2,911 | $3.10M | 0.14% | −4,900−62.7% | Reduced |
| Guardian Wealth Advisors, LLC | 2,909 | $3.10M | 0.18% | −1,193−29.1% | Reduced |
| Harfst & Associates, Inc. | 2,905 | $3.09M | 0.48% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,364 | $3.09M | 0.13% | +1,096+33.5% | Added |
| Legacy Financial Independent Advisors LLC | 2,890 | $3.08M | 1.45% | −55−1.9% | Reduced |
| US Asset Management LLC | 2,887 | $3.07M | 2.34% | 00.0% | Unchanged |
| MJP Associates Inc | 2,886 | $3.07M | 0.34% | +1,548+115.7% | Added |
| Marble Harbor Investment Counsel, LLC | 2,885 | $3.07M | 0.31% | −187−6.1% | Reduced |
| Klingman & Associates, LLC | 2,885 | $3.07M | 0.13% | +83+3.0% | Added |
| Nabity-Jensen Investment Management Inc | 2,884 | $3.07M | 1.88% | −2−0.1% | Reduced |
| Vista Private Wealth Partners. LLC | 3,584 | $3.07M | 1.00% | −130−3.5% | Reduced |
| Cambria Investment Management, L.P. | 2,880 | $3.07M | 0.15% | +1,927+202.2% | Added |
| Cambient Family Office, LLC | 2,877 | $3.06M | 0.38% | +15+0.5% | Added |
| Grandview Asset Management LLC | 2,905 | $3.06M | 0.76% | +43+1.5% | Added |
| Hancock Whitney Corp | 2,876 | $3.06M | 0.05% | −63−2.1% | Reduced |
| Aire Advisors, LLC | 2,873 | $3.06M | 0.50% | −5−0.2% | Reduced |
| Wealth Management Partners, LLC | 2,856 | $3.04M | 0.72% | −159−5.3% | Reduced |
| Trustmark National Bank Trust Department | 2,854 | $3.04M | 0.18% | +47+1.7% | Added |
| Childress Capital Advisors, LLC | 2,838 | $3.02M | 0.50% | −155−5.2% | Reduced |
| Bank & Trust Co | 2,835 | $3.02M | 1.91% | −401−12.4% | Reduced |
| First County Bank | 2,834 | $3.02M | 1.42% | −88−3.0% | Reduced |
| Probity Advisors, Inc. | 2,826 | $3.01M | 0.43% | −49−1.7% | Reduced |
| Compass Ion Advisors, LLC | 2,821 | $3.00M | 0.26% | −10.0% | Reduced |
| Excelsior Advisor Network LLC | 2,818 | $3.00M | 0.40% | +1,437+104.1% | Added |
| Paragon Capital Management LLC | 2,816 | $3.00M | 1.39% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,814 | $3.00M | 0.97% | +2+0.1% | Added |
| Generali Investments, Management Co LLC | 2,814 | $3.00M | 0.65% | +1,606+132.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 2,814 | $3.00M | 2.40% | −104−3.6% | Reduced |
| EFG International AG | 2,812 | $2.99M | 0.05% | −421−13.0% | Reduced |
| Van Hulzen Asset Management, LLC | 2,809 | $2.99M | 0.21% | +1,293+85.3% | Added |
| McAdam, LLC | 2,807 | $2.99M | 0.12% | +254+9.9% | Added |
| CVA Family Office, LLC | 2,803 | $2.98M | 0.27% | +9+0.3% | Added |
| Peavine Capital, LLC | 2,800 | $2.98M | 0.63% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,800 | $2.98M | 0.17% | +542+24.0% | Added |
| Claris Advisors, LLC | 2,797 | $2.98M | 0.78% | −10.0% | Reduced |
| Westwood Holdings Group Inc. | 2,791 | $2.97M | 0.02% | −1,242−30.8% | Reduced |
| Midland Wealth Advisors LLC | 2,790 | $2.97M | 0.14% | −84−2.9% | Reduced |
| Creekside Partners | 2,786 | $2.97M | 1.07% | 00.0% | Unchanged |
| Gallo Partners, LP | 2,779 | $2.96M | 6.56% | −295−9.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,779 | $2.96M | 0.08% | −149−5.1% | Reduced |
| 1 North Wealth Services LLC | 2,771 | $2.95M | 0.96% | −279−9.1% | Reduced |
| Prosperity Bancshares Inc | 2,763 | $2.94M | 1.92% | −6−0.2% | Reduced |
| Trace Wealth Advisors, LLC | 2,757 | $2.94M | 1.92% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,756 | $2.93M | 0.55% | −12−0.4% | Reduced |
| CMG Global Holdings, LLC | 2,742 | $2.92M | 1.24% | +6+0.2% | Added |
| Missouri Trust & Investment Co | 3,579 | $2.92M | 0.79% | −15−0.4% | Reduced |
| Abacus Planning Group, Inc. | 2,738 | $2.92M | 0.36% | −222−7.5% | Reduced |
| Verus Capital Partners, LLC | 2,722 | $2.90M | 0.16% | +29+1.1% | Added |
| Markowski Investments | 2,722 | $2.90M | 0.64% | +2,722 | New |
| Proficio Capital Partners LLC | 2,720 | $2.90M | 0.10% | +2,007+281.5% | Added |
| First Interstate Bank | 2,716 | $2.89M | 0.15% | −74−2.7% | Reduced |
| Palumbo Wealth Management LLC | 2,706 | $2.88M | 0.61% | +37+1.4% | Added |