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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 2,700 | $2.88M | 0.61% | −1,200−30.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,699 | $2.87M | 0.28% | −23−0.8% | Reduced |
| COFG Advisors, LLC | 2,693 | $2.87M | 0.50% | +1,717+175.9% | Added |
| Capstone Financial Advisors, Inc. | 2,693 | $2.87M | 0.14% | +30+1.1% | Added |
| Cypress Asset Management Inc | 2,683 | $2.86M | 0.56% | +19+0.7% | Added |
| Farmers National Bank | 2,676 | $2.85M | 0.59% | −76−2.8% | Reduced |
| Klingenstein Fields & Co LP | 2,671 | $2.84M | 0.10% | +43+1.6% | Added |
| LFG Wealth Partners, LLC | 2,669 | $2.84M | 1.33% | +217+8.8% | Added |
| Sawgrass Asset Management LLC | 2,667 | $2.84M | 0.38% | −179−6.3% | Reduced |
| Tradition Wealth Management, LLC | 2,665 | $2.84M | 0.17% | +47+1.8% | Added |
| Retirement Guys Formula LLC | 2,664 | $2.84M | 1.07% | +142+5.6% | Added |
| Washington Trust Advisors, Inc. | 2,663 | $2.84M | 0.21% | +17+0.6% | Added |
| Bank of Stockton | 2,658 | $2.83M | 0.79% | −287−9.7% | Reduced |
| O'Neil Global Advisors, Inc. | 2,657 | $2.83M | 0.63% | +2,041+331.3% | Added |
| Chesapeake Wealth Management | 2,656 | $2.83M | 0.79% | −166−5.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,656 | $2.83M | 0.61% | −256−8.8% | Reduced |
| Paragon Advisors, LLC | 2,651 | $2.82M | 0.59% | −631−19.2% | Reduced |
| Disciplined Investors, L.L.C. | 2,649 | $2.82M | 1.41% | −934−26.1% | Reduced |
| Clare Market Investments LLC | 2,645 | $2.82M | 0.51% | −60−2.2% | Reduced |
| Somerville Kurt F | 2,640 | $2.81M | 0.67% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,639 | $2.81M | 0.11% | +46+1.8% | Added |
| Elevated Private Wealth, LLC | 2,638 | $2.81M | 2.67% | +2,638 | New |
| Yoffe Investment Management, LLC | 2,637 | $2.81M | 3.21% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 2,637 | $2.80M | 1.19% | −4,441−62.7% | Reduced |
| Titleist Asset Management, LLC | 2,628 | $2.80M | 0.19% | −103−3.8% | Reduced |
| Hudson Canyon Capital Management | 2,625 | $2.80M | 1.50% | +2,625 | New |
| Independence Bank of Kentucky | 2,623 | $2.79M | 0.31% | +251+10.6% | Added |
| Tudor Financial Inc. | 2,618 | $2.79M | 1.25% | −109−4.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,617 | $2.79M | 0.33% | +57+2.2% | Added |
| Ullmann Financial Group, Inc. | 2,615 | $2.78M | 0.25% | +54+2.1% | Added |
| Eagle Bluffs Wealth Management LLC | 2,609 | $2.78M | 0.93% | −32−1.2% | Reduced |
| Ethos Financial Group, LLC | 2,998 | $2.77M | 0.19% | −294−8.9% | Reduced |
| Cherokee Insurance Co | 2,600 | $2.77M | 1.07% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,792 | $2.77M | 1.20% | −380−12.0% | Reduced |
| Vega Investment Solutions | 2,591 | $2.76M | 0.39% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,841 | $2.76M | 0.25% | +391+16.0% | Added |
| Covenant Asset Management, LLC | 2,573 | $2.74M | 0.49% | −125−4.6% | Reduced |
| Silphium Asset Management Ltd | 2,571 | $2.74M | 0.92% | +848+49.2% | Added |
| Platform Technology Partners | 2,568 | $2.74M | 0.45% | +41+1.6% | Added |
| Toth Financial Advisory Corp | 2,566 | $2.73M | 0.27% | −73−2.8% | Reduced |
| First Command Advisory Services, Inc. | 2,565 | $2.73M | 0.02% | −150−5.5% | Reduced |
| Keynote Financial Services LLC | 2,563 | $2.73M | 1.28% | −151−5.6% | Reduced |
| Adell Harriman & Carpenter Inc | 2,559 | $2.73M | 0.14% | −398−13.5% | Reduced |
| Pinnacle Wealth Management, LLC | 2,555 | $2.72M | 1.69% | −96−3.6% | Reduced |
| Northstar Advisory Group, LLC | 2,548 | $2.71M | 0.84% | −1,880−42.5% | Reduced |
| ORG Wealth Partners, LLC | 2,546 | $2.71M | 0.41% | +270+11.9% | Added |
| Dana Investment Advisors, Inc. | 2,546 | $2.71M | 0.07% | −628−19.8% | Reduced |
| Winebrenner Capital Management LLC | 2,541 | $2.71M | 1.65% | −148−5.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,541 | $2.71M | 0.61% | −46−1.8% | Reduced |
| High Net Worth Advisory Group LLC | 2,538 | $2.70M | 0.57% | −134−5.0% | Reduced |
| Shoker Investment Counsel, Inc. | 2,532 | $2.70M | 0.68% | +3+0.1% | Added |
| Legacy Capital Group California, Inc. | 2,532 | $2.70M | 0.81% | +1,396+122.9% | Added |
| Ostrum Asset Management | 2,526 | $2.69M | 0.13% | +671+36.2% | Added |
| Brucke Financial, Inc. | 2,522 | $2.69M | 1.19% | −88−3.4% | Reduced |
| Intellectus Partners, LLC | 2,522 | $2.69M | 0.46% | −80−3.1% | Reduced |
| Foster Group, Inc. | 2,520 | $2.68M | 0.07% | +781+44.9% | Added |
| E&G Advisors, LP | 2,519 | $2.68M | 0.52% | +70+2.9% | Added |
| Boston Private Wealth LLC | 2,514 | $2.68M | 0.17% | −299−10.6% | Reduced |
| Burns J W & Co Inc | 2,512 | $2.68M | 0.28% | +26+1.0% | Added |
| Hills Bank & Trust Co | 2,510 | $2.67M | 0.11% | +42+1.7% | Added |
| Herold Advisors, Inc. | 2,493 | $2.65M | 0.52% | −138−5.2% | Reduced |
| Marble Wealth, LLC | 2,486 | $2.65M | 0.41% | +30+1.2% | Added |
| Chesley Taft & Associates LLC | 2,484 | $2.65M | 0.10% | +121+5.1% | Added |
| LVW Advisors, LLC | 2,481 | $2.64M | 0.23% | +471+23.4% | Added |
| Washburn Capital Management, Inc. | 2,476 | $2.64M | 1.30% | −46−1.8% | Reduced |
| GHP Investment Advisors, Inc. | 2,475 | $2.64M | 0.10% | +209+9.2% | Added |
| Beverly Hills Private Wealth, LLC | 2,471 | $2.63M | 0.51% | +22+0.9% | Added |
| Tanglewood Legacy Advisors, LLC | 2,470 | $2.63M | 0.85% | 00.0% | Unchanged |
| Elevation Advisory Partners LLC | 3,040 | $2.63M | 2.69% | −40−1.3% | Reduced |
| Advyzon Investment Management, LLC | 2,467 | $2.63M | 0.19% | +195+8.6% | Added |
| Retirement Planning Group | 2,466 | $2.63M | 0.07% | −74−2.9% | Reduced |
| CFS Investment Advisory Services, LLC | 2,724 | $2.62M | 0.17% | +4+0.1% | Added |
| Atlantic Trust, LLC | 2,463 | $2.62M | 0.34% | +105+4.5% | Added |
| Sompo Asset Management Co., Ltd. | 2,460 | $2.62M | 0.43% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,460 | $2.62M | 0.03% | +2,460 | New |
| Keebeck Wealth Management, LLC | 2,455 | $2.61M | 0.26% | +250+11.3% | Added |
| Baring Financial LLC | 2,452 | $2.61M | 1.44% | −341−12.2% | Reduced |
| Prosperitas Financial LLC | 2,452 | $2.61M | 0.84% | −2−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,450 | $2.61M | 0.57% | −139−5.4% | Reduced |
| Atwood & Palmer Inc | 2,448 | $2.61M | 0.14% | −119−4.6% | Reduced |
| Global Assets Advisory, LLC | 2,618 | $2.61M | 0.57% | +1,599+156.9% | Added |
| Pathway Financial Advisors LLC | 2,700 | $2.60M | 0.30% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 2,440 | $2.60M | 1.79% | +1,462+149.5% | Added |
| Leisure Capital Management | 2,439 | $2.60M | 0.81% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 2,437 | $2.60M | 1.59% | 00.0% | Unchanged |
| TFR Capital, LLC. | 2,435 | $2.59M | 0.73% | +146+6.4% | Added |
| Trillium Asset Management, LLC | 2,434 | $2.59M | 0.08% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,433 | $2.59M | 0.26% | −6−0.2% | Reduced |
| Tidemark, LLC | 2,427 | $2.58M | 0.58% | −26−1.1% | Reduced |
| Inscription Capital, LLC | 2,422 | $2.58M | 0.23% | +259+12.0% | Added |
| Total Investment Management Inc | 3,159 | $2.57M | 0.27% | +86+2.8% | Added |
| Bluebird Wealth Management LLC | 2,416 | $2.57M | 2.23% | −46−1.9% | Reduced |
| BSW Wealth Partners | 2,413 | $2.57M | 0.29% | −33−1.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,410 | $2.57M | 0.15% | +599+33.1% | Added |
| Stonebridge Financial Group, LLC | 2,410 | $2.57M | 0.36% | +2,410 | New |
| Consilium Wealth Advisory, LLC | 2,406 | $2.56M | 0.76% | +734+43.9% | Added |
| Marks Group Wealth Management, Inc | 2,400 | $2.56M | 0.22% | +6+0.3% | Added |
| ROI Financial Advisors, LLC | 2,392 | $2.55M | 1.32% | +134+5.9% | Added |
| Intrust Bank NA | 2,392 | $2.55M | 0.19% | +28+1.2% | Added |
| North Star Asset Management Inc | 2,378 | $2.53M | 0.10% | −54−2.2% | Reduced |