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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,873 | $1.99M | 0.12% | +82+4.6% | Added |
| Windsor Capital Management, LLC | 1,872 | $1.99M | 0.52% | −236−11.2% | Reduced |
| WealthPLAN Partners, LLC | 1,869 | $1.99M | 0.38% | +192+11.4% | Added |
| Operose Advisors LLC | 1,866 | $1.99M | 0.38% | −10−0.5% | Reduced |
| Kestra Investment Management, LLC | 1,866 | $1.99M | 0.04% | −578−23.6% | Reduced |
| Bell Bank | 1,865 | $1.99M | 0.08% | +11+0.6% | Added |
| Montz Harcus Wealth Management LLC | 1,863 | $1.98M | 0.71% | +15+0.8% | Added |
| Alexis Investment Partners, LLC | 1,920 | $1.98M | 1.16% | −930−32.6% | Reduced |
| Centurion Wealth Management LLC | 1,861 | $1.98M | 0.47% | −22−1.2% | Reduced |
| Westmount Partners, LLC | 1,859 | $1.98M | 0.44% | +4+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 1,857 | $1.98M | 0.19% | +63+3.5% | Added |
| Carret Asset Management, LLC | 1,852 | $1.97M | 0.17% | +175+10.4% | Added |
| J. Team Financial, Inc. | 1,850 | $1.97M | 1.91% | +598+47.8% | Added |
| Fulton Breakefield Broenniman LLC | 1,849 | $1.97M | 0.12% | +26+1.4% | Added |
| J.Safra Asset Management Corp | 1,848 | $1.97M | 0.09% | +42+2.3% | Added |
| Marion Wealth Management | 1,847 | $1.97M | 0.40% | +3+0.2% | Added |
| Fiera Capital Corp | 1,845 | $1.96M | 0.01% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 1,843 | $1.96M | 0.90% | −31−1.7% | Reduced |
| Baker Ellis Asset Management LLC | 1,842 | $1.96M | 0.20% | −115−5.9% | Reduced |
| Bayban | 1,842 | $1.96M | 1.50% | +100+5.7% | Added |
| Mirabaud Asset Management Ltd | 1,897 | $1.96M | 1.63% | +1,897 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,840 | $1.96M | 0.00% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,834 | $1.95M | 0.65% | +502+37.7% | Added |
| Baldwin Brothers Inc | 1,831 | $1.95M | 0.13% | 00.0% | Unchanged |
| William John Sempolinski | 1,830 | $1.95M | 0.79% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,825 | $1.94M | 0.10% | −20−1.1% | Reduced |
| Optas, LLC | 1,824 | $1.94M | 0.27% | +32+1.8% | Added |
| Wellington Grp LLC | 1,822 | $1.94M | 0.51% | +232+14.6% | Added |
| Lakeridge Wealth Management LLC | 1,822 | $1.94M | 0.71% | +21+1.2% | Added |
| Beaumont Financial Advisors, LLC | 1,820 | $1.94M | 0.12% | −62−3.3% | Reduced |
| Doliver Advisors, LP | 1,818 | $1.94M | 0.44% | −163−8.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,818 | $1.94M | 0.12% | +485+36.4% | Added |
| Horst & Graben Wealth Management LLC | 1,951 | $1.93M | 0.25% | +1+0.1% | Added |
| YANKCOM Partnership | 1,811 | $1.93M | 0.69% | −330−15.4% | Reduced |
| 626 Financial, LLC | 1,807 | $1.92M | 0.75% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,806 | $1.92M | 0.35% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,804 | $1.92M | 0.62% | +56+3.2% | Added |
| Lakeside Advisors, INC. | 1,804 | $1.92M | 1.21% | +1+0.1% | Added |
| Chilton Investment Co LLC | 1,802 | $1.92M | 0.05% | +587+48.3% | Added |
| Violich Capital Management, Inc. | 1,800 | $1.92M | 0.21% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,800 | $1.92M | 0.21% | +191+11.9% | Added |
| Planning Alternatives Ltd | 1,798 | $1.91M | 0.21% | +24+1.4% | Added |
| Veracity Capital LLC | 1,797 | $1.91M | 0.52% | +7+0.4% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,796 | $1.91M | 0.39% | +869+93.7% | Added |
| Whalen Wealth Management Inc. | 1,793 | $1.91M | 0.86% | −669−27.2% | Reduced |
| Excalibur Management Corp | 1,785 | $1.90M | 0.63% | −58−3.1% | Reduced |
| Tarbox Family Office, Inc. | 1,783 | $1.90M | 0.27% | 00.0% | Unchanged |
| Mendel Money Management | 1,778 | $1.89M | 0.69% | −1,394−43.9% | Reduced |
| Sanders Morris Harris LLC | 1,775 | $1.89M | 1.10% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,773 | $1.89M | 0.57% | +2+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,772 | $1.89M | 0.16% | +41+2.4% | Added |
| Diligent Investors, LLC | 1,771 | $1.89M | 0.42% | −35−1.9% | Reduced |
| Vigil Wealth Management, LLC | 1,768 | $1.88M | 1.34% | +15+0.9% | Added |
| Taylor Financial Group, Inc. | 1,768 | $1.88M | 1.03% | 00.0% | Unchanged |
| Core Alternative Capital | 1,767 | $1.88M | 0.56% | −13−0.7% | Reduced |
| Hamel Associates, Inc. | 1,775 | $1.88M | 0.52% | −16−0.9% | Reduced |
| Mindset Wealth Management, LLC | 1,766 | $1.88M | 0.36% | +200+12.8% | Added |
| Kozak & Associates, Inc. | 1,893 | $1.88M | 0.33% | +79+4.4% | Added |
| Townsend Asset Management Corp | 1,760 | $1.87M | 0.60% | +17+1.0% | Added |
| Clarus Wealth Advisors | 1,974 | $1.87M | 0.72% | −100−4.8% | Reduced |
| Red Door Wealth Management, LLC | 1,757 | $1.87M | 0.17% | +99+6.0% | Added |
| Wrapmanager Inc | 1,755 | $1.87M | 0.58% | −96−5.2% | Reduced |
| KRM Wealth Management L.L.C. | 1,754 | $1.87M | 0.82% | −37−2.1% | Reduced |
| Fortis Capital Management LLC | 1,752 | $1.87M | 0.21% | −20−1.1% | Reduced |
| Fagan Associates, Inc. | 1,752 | $1.87M | 0.23% | +140+8.7% | Added |
| Abel Hall, LLC | 1,752 | $1.87M | 0.32% | +19+1.1% | Added |
| Empirical Asset Management, LLC | 1,751 | $1.86M | 0.42% | +195+12.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,096 | $1.86M | 0.60% | −43−2.0% | Reduced |
| Defiance ETFs, LLC | 1,879 | $1.86M | 0.03% | +293+18.5% | Added |
| Tempo Wealth, LLC | 1,746 | $1.86M | 0.28% | +323+22.7% | Added |
| Trust Co of Virginia | 1,745 | $1.86M | 0.14% | +4+0.2% | Added |
| Firethorn Wealth Partners, LLC | 1,743 | $1.86M | 0.60% | −560−24.3% | Reduced |
| West Michigan Advisors, LLC | 1,739 | $1.85M | 0.35% | −3,569−67.2% | Reduced |
| Quantum Financial Advisors, LLC | 1,736 | $1.85M | 0.18% | +73+4.4% | Added |
| Triad Wealth Partners, LLC | 2,227 | $1.85M | 0.11% | +898+67.6% | Added |
| VisionPoint Advisory Group, LLC | 1,733 | $1.85M | 0.30% | +57+3.4% | Added |
| Orser Capital Management, LLC | 1,729 | $1.84M | 0.96% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,728 | $1.84M | 0.86% | −4−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,727 | $1.84M | 0.27% | +31+1.8% | Added |
| Base Wealth Management LLC | 1,724 | $1.84M | 0.85% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 1,722 | $1.83M | 1.87% | +6+0.3% | Added |
| Grant Private Wealth Management Inc | 1,720 | $1.83M | 0.77% | +121+7.6% | Added |
| Wealth Quarterback LLC | 1,719 | $1.83M | 0.57% | +2+0.1% | Added |
| Vantus Wealth LLC | 1,719 | $1.83M | 0.98% | +1,719 | New |
| Check Capital Management Inc | 1,717 | $1.83M | 0.10% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,717 | $1.83M | 0.34% | +7+0.4% | Added |
| GWN Securities Inc. | 1,716 | $1.83M | 0.31% | −66−3.7% | Reduced |
| Purpose Unlimited Inc. | 1,710 | $1.82M | 0.07% | +124+7.8% | Added |
| Diversified Management Inc | 1,710 | $1.82M | 0.39% | −1,818−51.5% | Reduced |
| Hall Laurie J Trustee | 1,707 | $1.82M | 0.57% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,707 | $1.82M | 0.13% | +77+4.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,706 | $1.82M | 0.15% | 00.0% | Unchanged |
| Accel Wealth Management | 1,705 | $1.82M | 0.41% | +84+5.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,705 | $1.82M | 0.04% | −686−28.7% | Reduced |
| Sunpointe, LLC | 1,705 | $1.82M | 0.52% | −209−10.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,702 | $1.81M | 0.09% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,701 | $1.81M | 0.01% | +116+7.3% | Added |
| Signature Estate & Investment Advisors LLC | 1,701 | $1.81M | 0.03% | −172−9.2% | Reduced |
| Main Street Financial Solutions, LLC | 1,695 | $1.81M | 0.12% | +91+5.7% | Added |
| Ofc Financial Planning, LLC | 1,695 | $1.81M | 1.60% | 00.0% | Unchanged |