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 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 1,692 | $1.80M | 0.58% | −6−0.4% | Reduced |
| Sawyer & Company, Inc | 1,692 | $1.80M | 0.60% | +1,692 | New |
| Cardiff Park Advisors, LLC | 1,688 | $1.80M | 0.14% | −148−8.1% | Reduced |
| Arcus Capital Partners, LLC | 1,687 | $1.80M | 0.74% | +801+90.4% | Added |
| Rosenberg Matthew Hamilton | 1,685 | $1.79M | 0.33% | +89+5.6% | Added |
| Opal Wealth Advisors, LLC | 1,681 | $1.79M | 0.39% | −61−3.5% | Reduced |
| Nadler Financial Group, Inc. | 1,675 | $1.78M | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 1,673 | $1.78M | 0.10% | −345−17.1% | Reduced |
| DMG Group, LLC | 1,672 | $1.78M | 1.22% | −95−5.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,672 | $1.78M | 0.33% | +18+1.1% | Added |
| Charis Legacy Partners, LLC | 1,670 | $1.78M | 2.19% | 00.0% | Unchanged |
| Sage Financial Group Inc | 1,667 | $1.78M | 0.10% | +1,267+316.8% | Added |
| Planning Center, Inc. | 1,666 | $1.77M | 0.17% | +48+3.0% | Added |
| TRB Wealth Management, LLC | 1,663 | $1.77M | 0.24% | −315−15.9% | Reduced |
| Rossby Financial, LCC | 1,662 | $1.77M | 0.32% | +193+13.1% | Added |
| W Advisors, LLC | 1,661 | $1.77M | 0.80% | −452−21.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,658 | $1.77M | 0.64% | +2+0.1% | Added |
| Grove Bank & Trust | 1,654 | $1.76M | 0.17% | −54−3.2% | Reduced |
| Citizens Business Bank | 1,654 | $1.76M | 0.27% | +6+0.4% | Added |
| Ridgecrest Wealth Partners, LLC | 1,653 | $1.76M | 0.85% | −7−0.4% | Reduced |
| Novem Group | 1,651 | $1.76M | 0.18% | −14−0.8% | Reduced |
| Kaydan Wealth Management, Inc. | 1,650 | $1.76M | 0.54% | +7+0.4% | Added |
| Keystone Wealth Services, LLC | 1,649 | $1.76M | 0.33% | +388+30.8% | Added |
| Mirador Capital Partners LP | 1,649 | $1.76M | 0.22% | +76+4.8% | Added |
| Advisory Resource Group | 1,648 | $1.75M | 0.26% | +6+0.4% | Added |
| Cooper/Haims Advisors, LLC | 1,646 | $1.75M | 0.75% | +19+1.2% | Added |
| Ellevest, Inc. | 1,666 | $1.75M | 0.21% | −16−1.0% | Reduced |
| WealthTrust Axiom LLC | 1,643 | $1.75M | 0.39% | −4−0.2% | Reduced |
| Wulff, Hansen & Co. | 1,641 | $1.75M | 1.34% | −104−6.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,640 | $1.75M | 0.19% | +522+46.7% | Added |
| Avantra Family Wealth, Inc. | 1,638 | $1.74M | 1.11% | +318+24.1% | Added |
| Fortress Private Ledger, LLC | 1,636 | $1.74M | 0.48% | +77+4.9% | Added |
| Warner Group LLC | 1,636 | $1.74M | 0.43% | +877+115.5% | Added |
| Stonebridge Financial Group, LLC | 1,635 | $1.74M | 0.13% | +11+0.7% | Added |
| Merrithew & Thorsten Inc | 1,631 | $1.74M | 1.48% | +3+0.2% | Added |
| BlueSky Wealth Advisors, LLC | 1,629 | $1.73M | 0.20% | −33−2.0% | Reduced |
| Financial Partners Group, Inc | 1,628 | $1.73M | 0.18% | +3+0.2% | Added |
| Taylor Hoffman Capital Management LLC | 1,626 | $1.73M | 0.42% | −25−1.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,622 | $1.73M | 1.04% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,618 | $1.72M | 0.37% | 00.0% | Unchanged |
| Range Advisory, LLC | 1,618 | $1.72M | 0.21% | +522+47.6% | Added |
| Revisor Wealth Management LLC | 1,612 | $1.72M | 0.41% | +25+1.6% | Added |
| Pacific Point Advisors, LLC | 1,610 | $1.71M | 0.78% | −3−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,609 | $1.71M | 0.26% | −68−4.1% | Reduced |
| Landaas & Co | 1,608 | $1.71M | 0.31% | −396−19.8% | Reduced |
| Prairie Advisory, LLC | 1,605 | $1.71M | 0.41% | +1,605 | New |
| One Degree Advisors Inc | 1,722 | $1.71M | 0.38% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $1.70M | 0.95% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 1,600 | $1.70M | 0.32% | 00.0% | Unchanged |
| Barr E S & Co | 1,595 | $1.70M | 0.10% | −25−1.5% | Reduced |
| One Capital Management, LLC | 2,392 | $1.69M | 0.05% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,591 | $1.69M | 0.61% | −60−3.6% | Reduced |
| JB Capital LLC | 1,586 | $1.69M | 0.06% | +2+0.1% | Added |
| Raab & Moskowitz Asset Management LLC | 1,586 | $1.69M | 0.34% | −1−0.1% | Reduced |
| Liberty Square Wealth Partners LLC | 1,585 | $1.69M | 0.40% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,585 | $1.69M | 0.85% | −26−1.6% | Reduced |
| Carrera Capital Advisors | 1,584 | $1.69M | 0.25% | +141+9.8% | Added |
| Valley National Advisers Inc | 1,582 | $1.69M | 0.19% | −16−1.0% | Reduced |
| Alpine Bank Wealth Management | 1,579 | $1.68M | 0.22% | −1−0.1% | Reduced |
| Waddell & Associates, LLC | 1,579 | $1.68M | 0.08% | +676+74.9% | Added |
| Goldenstone Wealth Management LLC | 1,577 | $1.68M | 1.10% | −42−2.6% | Reduced |
| Pacitti Group Inc. | 1,577 | $1.68M | 0.53% | −34−2.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,576 | $1.68M | 0.11% | +37+2.4% | Added |
| Contravisory Investment Management, Inc. | 1,573 | $1.68M | 0.30% | +18+1.2% | Added |
| Meadow Creek Wealth Advisors LLC | 1,573 | $1.68M | 1.02% | +164+11.6% | Added |
| Brady Martz Wealth Solutions, LLC | 1,570 | $1.67M | 0.25% | +7+0.4% | Added |
| Seeds Investor LLC | 1,568 | $1.67M | 0.17% | +268+20.6% | Added |
| Compass Capital Corp | 1,938 | $1.67M | 0.54% | +199+11.4% | Added |
| McGowan Group Asset Management, Inc. | 1,565 | $1.67M | 0.20% | −88−5.3% | Reduced |
| Camden National Bank | 1,565 | $1.67M | 0.22% | −32−2.0% | Reduced |
| SeaBridge Investment Advisors LLC | 1,565 | $1.67M | 0.24% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,562 | $1.66M | 0.07% | −1,065−40.5% | Reduced |
| 55 North Private Wealth, LLC | 1,561 | $1.66M | 0.33% | +85+5.8% | Added |
| Sendero Wealth Management, LLC | 1,560 | $1.66M | 0.17% | +11+0.7% | Added |
| Madison Wealth Partners, Inc | 1,558 | $1.66M | 0.21% | +272+21.2% | Added |
| DHJJ Financial Advisors, Ltd. | 1,557 | $1.66M | 0.48% | −3,001−65.8% | Reduced |
| BIP Wealth, LLC | 1,553 | $1.65M | 0.05% | +597+62.4% | Added |
| McBroom & Associates, LLC | 1,550 | $1.65M | 0.83% | −256−14.2% | Reduced |
| Waycross Partners, LLC | 1,550 | $1.65M | 0.14% | −200−11.4% | Reduced |
| Trinity Financial Advisors LLC | 1,550 | $1.65M | 0.42% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,545 | $1.65M | 0.31% | +155+11.2% | Added |
| Alongside, LLC | 1,545 | $1.65M | 0.31% | +1,545 | New |
| Sterling Investment Advisors, Ltd. | 1,545 | $1.65M | 0.27% | −296−16.1% | Reduced |
| Gould Asset Management LLC | 1,544 | $1.64M | 0.26% | −1−0.1% | Reduced |
| SAM Advisors, LLC | 1,540 | $1.64M | 0.45% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,540 | $1.64M | 0.09% | −479−23.7% | Reduced |
| HORAN Wealth, LLC | 1,535 | $1.63M | 0.20% | −1,275−45.4% | Reduced |
| KMG Fiduciary Partners, LLC | 1,530 | $1.63M | 0.15% | −6,568−81.1% | Reduced |
| NVWM, LLC | 1,530 | $1.63M | 0.33% | +20+1.3% | Added |
| Destination Wealth Management | 1,529 | $1.63M | 0.04% | +203+15.3% | Added |
| Baron Wealth Management LLC | 1,528 | $1.63M | 0.42% | +68+4.7% | Added |
| Affinity Capital Advisors, LLC | 1,673 | $1.62M | 0.20% | +31+1.9% | Added |
| Birchcreek Wealth Management, LLC | 1,515 | $1.61M | 0.63% | +225+17.4% | Added |
| Hickory Point Bank & Trust | 1,511 | $1.61M | 0.98% | −15−1.0% | Reduced |
| AdvisorShares Investments LLC | 1,511 | $1.61M | 0.19% | +770+103.9% | Added |
| Woodstock Corp | 1,510 | $1.61M | 0.13% | −47−3.0% | Reduced |
| Harbour Trust & Investment Management Co | 1,510 | $1.61M | 0.15% | −29−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,509 | $1.61M | 0.33% | +178+13.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,507 | $1.61M | 0.45% | +196+15.0% | Added |
| Lewis Asset Management, LLC | 1,505 | $1.60M | 0.56% | +1,189+376.3% | Added |