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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 2,086 | $2.22M | 0.11% | −340−14.0% | Reduced |
| TMB Capital Partners, LLC | 2,082 | $2.22M | 0.69% | −52−2.4% | Reduced |
| Ameriflex Group, Inc. | 2,080 | $2.21M | 0.91% | +202+10.8% | Added |
| Symphony Financial, Ltd. Co. | 2,099 | $2.21M | 0.24% | +777+58.8% | Added |
| Rogco, LP | 2,077 | $2.21M | 0.68% | −435−17.3% | Reduced |
| Intellus Advisors LLC | 2,064 | $2.20M | 0.27% | −19−0.9% | Reduced |
| Miramontes Capital, LLC | 2,063 | $2.20M | 0.68% | +16+0.8% | Added |
| Harbor Investment Advisory, LLC | 2,057 | $2.19M | 0.15% | +13+0.6% | Added |
| Transamerica Financial Advisors, Inc. | 2,055 | $2.19M | 0.19% | −407−16.5% | Reduced |
| Dudley Capital Management, LLC | 2,055 | $2.19M | 0.88% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 2,055 | $2.19M | 0.96% | 00.0% | Unchanged |
| Well Done, LLC | 2,054 | $2.19M | 0.29% | −217−9.6% | Reduced |
| Parisi Gray Wealth Management | 2,052 | $2.19M | 0.45% | +430+26.5% | Added |
| Bogart Wealth, LLC | 2,048 | $2.18M | 0.07% | +378+22.6% | Added |
| BCS Wealth Management | 2,045 | $2.18M | 0.39% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,045 | $2.18M | 0.54% | +15+0.7% | Added |
| First American Bank | 2,043 | $2.18M | 0.12% | 00.0% | Unchanged |
| Adelphi Trust Co | 2,043 | $2.18M | 1.44% | +80+4.1% | Added |
| Latitude Advisors, LLC | 2,042 | $2.17M | 0.87% | −38−1.8% | Reduced |
| Wall Street Access Asset Management, LLC | 2,036 | $2.17M | 0.31% | +1,086+114.3% | Added |
| Gilbert & Cook, Inc. | 2,034 | $2.17M | 0.25% | −1,531−42.9% | Reduced |
| NCM Capital Management, LLC | 2,031 | $2.16M | 0.67% | +10.0% | Added |
| Cornerstone Select Advisors, LLC | 2,028 | $2.16M | 0.91% | +175+9.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,027 | $2.16M | 0.09% | −65−3.1% | Reduced |
| Northstar Group, Inc. | 2,026 | $2.16M | 0.28% | −344−14.5% | Reduced |
| Heck Capital Advisors, LLC | 2,025 | $2.16M | 0.13% | +3+0.1% | Added |
| Vann Equity Management LLC | 2,021 | $2.15M | 1.31% | +575+39.8% | Added |
| Jacksonville Wealth Management, LLC | 2,019 | $2.15M | 1.22% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 2,019 | $2.15M | 0.95% | −30−1.5% | Reduced |
| KKM Financial LLC | 2,019 | $2.15M | 0.29% | −278−12.1% | Reduced |
| Financial Engines Advisors L.L.C. | 2,017 | $2.15M | 0.00% | +104+5.4% | Added |
| Two Sigma Securities, LLC | 2,016 | $2.15M | 0.19% | +2,016 | New |
| Sterling Wealth Management, Inc. | 2,015 | $2.15M | 0.53% | +72+3.7% | Added |
| Beacon Financial Advisory LLC | 2,014 | $2.14M | 0.42% | −38−1.9% | Reduced |
| Reliant Investment Partners, LLC | 2,013 | $2.14M | 1.46% | +47+2.4% | Added |
| Mechanics Bank Trust Department | 2,013 | $2.14M | 0.27% | −24−1.2% | Reduced |
| Peoples Financial Services Corp. | 2,012 | $2.14M | 0.93% | −113−5.3% | Reduced |
| First National Bank of Hutchinson | 2,007 | $2.14M | 1.17% | +47+2.4% | Added |
| Arcataur Capital Management LLC | 2,005 | $2.14M | 0.53% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,004 | $2.13M | 0.15% | +55+2.8% | Added |
| Bensler, LLC | 2,003 | $2.13M | 0.19% | +193+10.7% | Added |
| Everpar Advisors LLC | 2,003 | $2.13M | 0.61% | +93+4.9% | Added |
| Sage Investment Counsel LLC | 2,001 | $2.13M | 2.13% | −5−0.2% | Reduced |
| Saybrook Capital | 2,000 | $2.13M | 0.53% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,996 | $2.13M | 0.50% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,994 | $2.12M | 0.18% | −105−5.0% | Reduced |
| Tompkins Financial Corp | 1,992 | $2.12M | 0.15% | +99+5.2% | Added |
| Cahaba Wealth Management, Inc. | 1,988 | $2.12M | 0.13% | +8+0.4% | Added |
| Meriwether Wealth & Planning, LLC | 1,986 | $2.11M | 1.05% | 00.0% | Unchanged |
| Karani Asset Management LLC | 1,986 | $2.11M | 1.54% | +254+14.7% | Added |
| Sovran Advisors, LLC | 2,509 | $2.11M | 0.16% | −289−10.3% | Reduced |
| Algebris (UK) Ltd | 1,984 | $2.11M | 0.14% | +179+9.9% | Added |
| Coastal Bridge Advisors, LLC | 1,974 | $2.10M | 0.13% | +29+1.5% | Added |
| Calton & Associates, Inc. | 1,969 | $2.10M | 0.31% | +149+8.2% | Added |
| Wealth Alliance | 1,969 | $2.10M | 0.18% | +301+18.0% | Added |
| Copley Financial Group, Inc. | 1,965 | $2.09M | 1.27% | −1,732−46.8% | Reduced |
| WFA of San Diego, LLC | 2,448 | $2.09M | 1.71% | +39+1.6% | Added |
| Capital Performance Advisors LLP | 2,960 | $2.09M | 0.13% | +695+30.7% | Added |
| Lighthouse Financial Services Inc | 2,100 | $2.08M | 0.44% | −689−24.7% | Reduced |
| Opinicus Capital, Inc. | 1,953 | $2.08M | 1.11% | −35−1.8% | Reduced |
| Zullo Investment Group, Inc. | 1,947 | $2.07M | 0.71% | −6−0.3% | Reduced |
| Angeles Wealth Management, LLC | 1,947 | $2.07M | 0.09% | +170+9.6% | Added |
| Breakwater Capital Group | 1,946 | $2.07M | 0.25% | +47+2.5% | Added |
| Armstrong Advisory Group, Inc | 1,944 | $2.07M | 0.13% | −116−5.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,943 | $2.07M | 0.25% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,942 | $2.07M | 0.25% | −338−14.8% | Reduced |
| Olistico Wealth, LLC | 1,942 | $2.07M | 0.88% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,941 | $2.07M | 0.13% | +68+3.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,938 | $2.06M | 0.23% | −294−13.2% | Reduced |
| Accredited Investors Inc. | 1,935 | $2.06M | 0.09% | +150+8.4% | Added |
| Shepherd Street Advisors LLC | 2,253 | $2.06M | 1.81% | −82−3.5% | Reduced |
| PSI Advisors, LLC | 1,930 | $2.06M | 0.48% | +245+14.5% | Added |
| Kingdom Financial Group LLC. | 1,929 | $2.05M | 0.52% | +1,792+1,308.0% | Added |
| Transcend Wealth Collective, LLC | 1,926 | $2.05M | 0.14% | +173+9.9% | Added |
| Mountain Pacific Investment Advisers Inc | 1,924 | $2.05M | 0.32% | −80−4.0% | Reduced |
| Providence First Trust Co | 1,923 | $2.05M | 0.57% | −21−1.1% | Reduced |
| SFMG, LLC | 1,922 | $2.05M | 0.12% | +93+5.1% | Added |
| Convergence Financial, LLC | 1,921 | $2.05M | 0.16% | +564+41.6% | Added |
| Alta Advisers Ltd | 1,917 | $2.04M | 0.46% | +126+7.0% | Added |
| First Financial Bankshares Inc | 1,915 | $2.04M | 0.04% | −14−0.7% | Reduced |
| Allen Investment Management LLC | 1,913 | $2.04M | 0.02% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,912 | $2.04M | 0.59% | −56−2.8% | Reduced |
| LifePlan Financial, LLC | 1,906 | $2.03M | 1.42% | −98−4.9% | Reduced |
| Trust Co | 1,904 | $2.03M | 0.18% | +1+0.1% | Added |
| Bedel Financial Consulting, Inc. | 1,904 | $2.03M | 0.19% | −37−1.9% | Reduced |
| Boston Partners | 1,904 | $2.03M | 0.00% | −11−0.6% | Reduced |
| Options Solutions, LLC | 1,900 | $2.02M | 1.44% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,900 | $2.02M | 0.03% | +94+5.2% | Added |
| Bridgewater Advisors Inc. | 2,436 | $2.01M | 0.11% | +16+0.7% | Added |
| Guardian Asset Advisors, LLC | 1,888 | $2.01M | 0.93% | +32+1.7% | Added |
| Cascades Capital Asset Management, LLC | 1,887 | $2.01M | 0.74% | +3+0.2% | Added |
| Fragasso Group Inc. | 1,887 | $2.01M | 0.11% | +181+10.6% | Added |
| Forbes J M & Co LLP | 1,885 | $2.01M | 0.16% | +495+35.6% | Added |
| Cornerstone Advisory, LLC | 1,884 | $2.01M | 0.17% | +66+3.6% | Added |
| August Group Capital Ltd | 1,884 | $2.01M | 2.20% | −63−3.2% | Reduced |
| Impact Capital Partners LLC | 1,883 | $2.01M | 0.55% | +51+2.8% | Added |
| Wagner Wealth Management, LLC | 1,882 | $2.00M | 0.37% | +16+0.9% | Added |
| Pitcairn Wealth Advisors LLC | 1,881 | $2.00M | 0.22% | −9−0.5% | Reduced |
| Appleton Partners Inc | 1,879 | $2.00M | 0.12% | −14−0.7% | Reduced |
| Gradient Investments LLC | 1,874 | $2.00M | 0.03% | +299+19.0% | Added |