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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 2,375 | $2.53M | 0.20% | −296−11.1% | Reduced |
| Strategic Advisors LLC | 2,371 | $2.53M | 0.55% | −4,169−63.7% | Reduced |
| BankChampaign, National Association | 2,368 | $2.52M | 1.94% | +56+2.4% | Added |
| 10Elms LLP | 2,364 | $2.52M | 1.07% | 00.0% | Unchanged |
| Constitution Capital LLC | 2,360 | $2.51M | 1.29% | +30+1.3% | Added |
| Tiemann Investment Advisors, LLC | 2,356 | $2.51M | 0.91% | −314−11.8% | Reduced |
| Lincoln Capital LLC | 2,355 | $2.51M | 0.45% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 2,350 | $2.50M | 1.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,350 | $2.50M | 0.33% | −1,004−29.9% | Reduced |
| Fortem Financial Group, LLC | 2,345 | $2.50M | 0.51% | −8−0.3% | Reduced |
| REDW Wealth LLC | 2,345 | $2.50M | 0.89% | +5+0.2% | Added |
| Perennial Investment Advisors, LLC | 2,339 | $2.49M | 0.17% | +306+15.1% | Added |
| Financial Consulate, Inc | 2,335 | $2.49M | 0.28% | +78+3.5% | Added |
| Buck Wealth Strategies, LLC | 2,330 | $2.48M | 0.26% | +92+4.1% | Added |
| NBH Bank | 2,321 | $2.47M | 1.04% | +2,321 | New |
| Coastal Investment Advisors, Inc. | 2,320 | $2.47M | 0.77% | −128−5.2% | Reduced |
| Alliance Private Wealth, LLC | 2,313 | $2.46M | 0.86% | −2,880−55.5% | Reduced |
| Hexagon Capital Partners LLC | 2,310 | $2.46M | 0.35% | +15+0.7% | Added |
| Morse Asset Management, Inc | 2,310 | $2.46M | 0.41% | +458+24.7% | Added |
| Greenwich Wealth Management LLC | 2,306 | $2.46M | 0.09% | −67−2.8% | Reduced |
| Paradigm Financial Partners, LLC | 2,304 | $2.45M | 0.22% | +822+55.5% | Added |
| Ashton Thomas Securities, LLC | 2,316 | $2.44M | 0.36% | +256+12.4% | Added |
| Versant Capital Management, Inc | 2,293 | $2.44M | 0.22% | −34−1.5% | Reduced |
| Perpetual Ltd | 2,292 | $2.44M | 0.03% | −46−2.0% | Reduced |
| Fortress Wealth Group, LLC | 2,742 | $2.44M | 0.85% | −458−14.3% | Reduced |
| Patten Group, Inc. | 2,283 | $2.43M | 0.38% | +302+15.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,282 | $2.43M | 0.39% | +29+1.3% | Added |
| Secure Asset Management, LLC | 2,280 | $2.43M | 0.34% | +29+1.3% | Added |
| Parallax Volatility Advisers, L.P. | 2,273 | $2.42M | 0.09% | −20,734−90.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,273 | $2.42M | 0.01% | −70−3.0% | Reduced |
| Icon Wealth Advisors, LLC | 2,272 | $2.42M | 0.15% | +685+43.2% | Added |
| Hunter Associates Investment Management LLC | 2,272 | $2.42M | 0.28% | +14+0.6% | Added |
| Martin Capital Advisors, LLP | 2,270 | $2.42M | 1.27% | +159+7.5% | Added |
| White Lighthouse Investment Management Inc. | 2,267 | $2.41M | 0.30% | −182−7.4% | Reduced |
| Fiduciary Family Office, LLC | 2,265 | $2.41M | 0.60% | +37+1.7% | Added |
| Fiduciary Group LLC | 2,265 | $2.41M | 0.19% | +10.0% | Added |
| Wimmer Associates 1, LLC | 2,263 | $2.41M | 1.09% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,261 | $2.41M | 0.66% | +8+0.4% | Added |
| Purkiss Capital Advisors LLC | 2,258 | $2.40M | 0.92% | +353+18.5% | Added |
| LaSalle St. Investment Advisors, LLC | 2,258 | $2.40M | 0.29% | −45−2.0% | Reduced |
| Summit Wealth Group LLC | 2,254 | $2.40M | 0.20% | +459+25.6% | Added |
| Hohimer Wealth Management, LLC | 2,253 | $2.40M | 0.25% | −863−27.7% | Reduced |
| South Plains Financial, Inc. | 2,235 | $2.38M | 1.28% | −74−3.2% | Reduced |
| KPP Advisory Services LLC | 2,234 | $2.38M | 0.30% | −17−0.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,773 | $2.37M | 0.12% | −106−3.7% | Reduced |
| WoodTrust Financial Corp | 2,224 | $2.37M | 0.28% | +5+0.2% | Added |
| Wealth Watch Advisors, INC | 2,224 | $2.37M | 0.77% | −3−0.1% | Reduced |
| SHP Wealth Management | 2,223 | $2.37M | 0.16% | +95+4.5% | Added |
| Seelaus Asset Management LLC | 2,221 | $2.37M | 1.66% | −162−6.8% | Reduced |
| Titan Investment Solutions Ltd | 2,221 | $2.37M | 0.26% | +206+10.2% | Added |
| Capital Analysts, LLC | 2,220 | $2.37M | 0.05% | −56−2.5% | Reduced |
| Manning & Napier Advisors LLC | 2,218 | $2.36M | 0.03% | −29,043−92.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,211 | $2.35M | 0.04% | +74+3.5% | Added |
| 3Chopt Investment Partners, LLC | 2,211 | $2.35M | 0.44% | +197+9.8% | Added |
| FOCUS Wealth Advisors, LLC | 2,211 | $2.35M | 1.09% | +2,211 | New |
| Horizon Wealth Management, LLC | 2,211 | $2.35M | 0.30% | +2+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,207 | $2.35M | 0.49% | +1,787+425.5% | Added |
| Bluedoor Private Wealth, LLC | 2,205 | $2.35M | 0.99% | −23−1.0% | Reduced |
| Affinity Investment Advisors, LLC | 2,204 | $2.35M | 1.19% | −340−13.4% | Reduced |
| Sippican Capital Advisors | 2,200 | $2.34M | 1.43% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 2,199 | $2.34M | 0.67% | −286−11.5% | Reduced |
| Tower Trust & Investment Co | 2,197 | $2.34M | 1.42% | −124−5.3% | Reduced |
| SageView Advisory Group, LLC | 2,196 | $2.34M | 0.08% | +73+3.4% | Added |
| Sovereign Financial Group, Inc. | 2,196 | $2.34M | 0.36% | +60+2.8% | Added |
| Retireful, LLC | 2,196 | $2.34M | 2.18% | +157+7.7% | Added |
| Vermillion Wealth Management, Inc. | 2,196 | $2.34M | 0.55% | −725−24.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,190 | $2.33M | 1.02% | +58+2.7% | Added |
| Monograph Wealth Advisors, LLC | 2,190 | $2.33M | 0.19% | +31+1.4% | Added |
| Winthrop Advisory Group LLC | 2,189 | $2.33M | 0.16% | +113+5.4% | Added |
| Patton Albertson Miller Group, LLC | 2,185 | $2.33M | 0.23% | −9−0.4% | Reduced |
| Cercano Management LLC | 2,180 | $2.32M | 0.31% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,173 | $2.31M | 0.54% | +2,173 | New |
| LVM Capital Management Ltd | 2,166 | $2.31M | 0.19% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,166 | $2.31M | 0.22% | −118−5.2% | Reduced |
| RM Financial Services, LLC | 2,160 | $2.30M | 1.71% | −33−1.5% | Reduced |
| Canal Capital Management, LLC | 2,160 | $2.30M | 0.28% | +352+19.5% | Added |
| Victory Financial Group, LLC | 2,156 | $2.30M | 0.24% | +113+5.5% | Added |
| Wellspring Financial Advisors, LLC | 2,155 | $2.29M | 0.15% | −366−14.5% | Reduced |
| Spirepoint Private Client, LLC | 2,152 | $2.29M | 0.19% | +15+0.7% | Added |
| Curbstone Financial Management Corp | 2,152 | $2.29M | 0.39% | +970+82.1% | Added |
| Allen Wealth Management, LLC | 2,151 | $2.29M | 1.12% | −375−14.8% | Reduced |
| Almanack Investment Partners, LLC. | 2,149 | $2.29M | 0.29% | +2,149 | New |
| Axxion S.A. | 2,147 | $2.29M | 0.16% | +2,147 | New |
| United Advisor Group, LLC | 2,146 | $2.29M | 0.24% | +80+3.9% | Added |
| CDM Financial Counseling Services, Inc. | 2,145 | $2.28M | 1.97% | −205−8.7% | Reduced |
| Langley Wealth Management, LLC | 2,142 | $2.28M | 2.22% | +2,142 | New |
| Wayfinding Financial, LLC | 2,141 | $2.28M | 0.86% | −82−3.7% | Reduced |
| Gleason Group, Inc. | 2,131 | $2.27M | 0.20% | +26+1.2% | Added |
| Thrive Wealth Management, LLC | 2,129 | $2.27M | 0.29% | −19−0.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,122 | $2.26M | 0.38% | +283+15.4% | Added |
| Means Investment Co., Inc. | 2,121 | $2.26M | 0.17% | −9−0.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,116 | $2.25M | 1.51% | −96−4.3% | Reduced |
| Davidson Capital Management Inc. | 2,114 | $2.25M | 0.36% | +14+0.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 2,106 | $2.24M | 0.78% | −176−7.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,101 | $2.24M | 0.21% | −424−16.8% | Reduced |
| NWF Advisory Services Inc. | 2,097 | $2.23M | 0.21% | +2+0.1% | Added |
| Laurel Oak Wealth Management, LLC | 2,093 | $2.23M | 0.32% | −92−4.2% | Reduced |
| Cortland Associates Inc | 2,091 | $2.23M | 0.32% | +10.0% | Added |
| Strategic Investment Advisors | 2,088 | $2.22M | 0.13% | −97−4.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,086 | $2.22M | 0.80% | −119−5.4% | Reduced |