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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1,504 | $1.60M | 0.17% | +116+8.4% | Added |
| Slocum, Gordon & Co LLP | 1,503 | $1.60M | 1.06% | +3+0.2% | Added |
| Chickasaw Capital Management LLC | 1,500 | $1.60M | 0.06% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,499 | $1.60M | 0.34% | −392−20.7% | Reduced |
| Vicus Capital | 1,498 | $1.59M | 0.10% | −211−12.3% | Reduced |
| Burton Enright Welch | 1,496 | $1.59M | 0.19% | −176−10.5% | Reduced |
| FSA Advisors, Inc. | 1,490 | $1.59M | 0.73% | +3+0.2% | Added |
| Atom Investors LP | 1,483 | $1.58M | 0.14% | +1,483 | New |
| Cromwell Holdings LLC | 1,476 | $1.57M | 0.71% | 00.0% | Unchanged |
| Thayer Partners, LLC | 1,475 | $1.57M | 0.65% | −121−7.6% | Reduced |
| OneAscent Wealth Management LLC | 1,474 | $1.57M | 0.47% | +1+0.1% | Added |
| Aberdeen Wealth Management LLC | 1,470 | $1.57M | 0.75% | −683−31.7% | Reduced |
| Worth Financial Advisory Group, LLC | 1,468 | $1.56M | 0.65% | +1,468 | New |
| Commonwealth Financial Services, LLC | 1,468 | $1.56M | 0.21% | +161+12.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,467 | $1.56M | 0.02% | −318−17.8% | Reduced |
| Sun Financial Inc | 1,865 | $1.56M | 0.74% | −509−21.4% | Reduced |
| Proactive Wealth Strategies LLC | 1,464 | $1.56M | 0.25% | +727+98.6% | Added |
| Stokes Family Office, LLC | 1,465 | $1.56M | 0.18% | −149−9.2% | Reduced |
| Sanchez Levi Garrett | 1,463 | $1.56M | 0.85% | +24+1.7% | Added |
| West Family Investments, Inc. | 1,461 | $1.56M | 0.45% | +231+18.8% | Added |
| Paulson Wealth Management Inc. | 1,458 | $1.55M | 0.33% | +6+0.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,458 | $1.55M | 0.09% | +40+2.8% | Added |
| Interchange Capital Partners, LLC | 1,455 | $1.55M | 0.29% | +247+20.4% | Added |
| Bravera Wealth | 1,453 | $1.55M | 0.59% | −23−1.6% | Reduced |
| Clark Asset Management, LLC | 1,452 | $1.55M | 0.12% | +38+2.7% | Added |
| McCollum Christoferson Group LLC | 1,450 | $1.54M | 0.45% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 1,450 | $1.54M | 0.15% | +79+5.8% | Added |
| Income Insurance Ltd | 1,449 | $1.54M | 0.92% | +40+2.8% | Added |
| Goepper Burkhardt LLC | 1,447 | $1.54M | 0.46% | −20−1.4% | Reduced |
| Transcendent Capital Group LLC | 1,447 | $1.54M | 0.60% | −3−0.2% | Reduced |
| Sanchez Wealth Management Group | 1,442 | $1.54M | 0.27% | +3+0.2% | Added |
| Moss Adams Wealth Advisors LLC | 1,441 | $1.53M | 0.10% | +48+3.4% | Added |
| WealthCare Asset Management, LLC | 1,440 | $1.53M | 0.64% | +1,440 | New |
| Smith Group Asset Management, LLC | 1,439 | $1.53M | 0.06% | +1,439 | New |
| Waters Parkerson & Co., LLC | 1,438 | $1.53M | 0.08% | −50−3.4% | Reduced |
| Alchemi Wealth, LLC | 1,435 | $1.53M | 0.72% | +134+10.3% | Added |
| Union Savings Bank | 1,435 | $1.53M | 0.61% | −76−5.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,433 | $1.53M | 0.18% | +35+2.5% | Added |
| Chancellor Financial Group WB LP | 1,433 | $1.53M | 0.94% | −1,440−50.1% | Reduced |
| Magnolia Capital Advisors LLC | 1,429 | $1.52M | 0.26% | −106−6.9% | Reduced |
| Coyle Financial Counsel LLC | 1,429 | $1.52M | 0.28% | +35+2.5% | Added |
| Trustco Bank Corp N Y | 1,428 | $1.52M | 1.11% | −60−4.0% | Reduced |
| Swiss Re Ltd | 1,428 | $1.52M | 0.14% | +1,200+526.3% | Added |
| Gs Investments, Inc. | 1,428 | $1.52M | 1.10% | +1,428 | New |
| Blankinship & Foster, LLC | 1,426 | $1.52M | 0.31% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 1,425 | $1.52M | 2.04% | 00.0% | Unchanged |
| Juno Financial Group LLC | 1,423 | $1.52M | 0.54% | −110−7.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,423 | $1.52M | 0.08% | −2,420−63.0% | Reduced |
| Annex Advisory Services, LLC | 1,420 | $1.51M | 0.03% | +123+9.5% | Added |
| apricus wealth, LLC | 1,420 | $1.51M | 0.72% | +26+1.9% | Added |
| Tumwater Wealth Management, LLC | 1,416 | $1.51M | 0.55% | +1+0.1% | Added |
| Balboa Wealth Partners | 1,414 | $1.51M | 0.21% | +106+8.1% | Added |
| WSFS Capital Management, LLC | 1,411 | $1.50M | 0.07% | −238−14.4% | Reduced |
| Rbo & Co LLC | 1,400 | $1.49M | 0.24% | −100−6.7% | Reduced |
| Monetta Financial Services Inc | 1,400 | $1.49M | 1.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,400 | $1.49M | 0.43% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,396 | $1.49M | 0.05% | +130+10.3% | Added |
| LCNB Corp | 1,397 | $1.49M | 0.46% | −407−22.6% | Reduced |
| Elgethun Capital Management | 1,395 | $1.49M | 0.21% | +35+2.6% | Added |
| Peachtree Investment Partners, LLC | 1,394 | $1.48M | 0.48% | +334+31.5% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $1.48M | 0.35% | 0 | New |
| Park Edge Advisors, LLC | 1,390 | $1.48M | 0.32% | +1,390 | New |
| Davidson Investment Advisors | 1,389 | $1.48M | 0.06% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,388 | $1.48M | 0.45% | +64+4.8% | Added |
| Northside Capital Management, LLC | 1,387 | $1.48M | 0.12% | −50−3.5% | Reduced |
| ZWJ Investment Counsel Inc | 1,388 | $1.48M | 0.05% | +7+0.5% | Added |
| Sweeney & Michel, LLC | 1,753 | $1.48M | 0.39% | +1+0.1% | Added |
| Planned Solutions, Inc. | 1,385 | $1.47M | 0.42% | +23+1.7% | Added |
| First Pacific Financial | 1,382 | $1.47M | 0.18% | +26+1.9% | Added |
| Petix & Botte Co | 1,376 | $1.47M | 0.29% | +689+100.3% | Added |
| Fca Corp | 1,375 | $1.46M | 0.36% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 1,370 | $1.46M | 1.07% | −20−1.4% | Reduced |
| Worth Asset Management, LLC | 1,367 | $1.46M | 0.47% | −1,765−56.4% | Reduced |
| PeakShares LLC | 1,365 | $1.45M | 1.08% | +1,365 | New |
| Frisch Financial Group, Inc. | 1,363 | $1.45M | 0.25% | −228−14.3% | Reduced |
| Cauble & Harre Wealth Management, Inc. | 1,362 | $1.45M | 1.16% | −50−3.5% | Reduced |
| David J Yvars Group | 1,361 | $1.45M | 0.71% | −16−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 1,361 | $1.45M | 0.43% | −140−9.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,360 | $1.45M | 0.53% | −78−5.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,359 | $1.45M | 0.11% | +7+0.5% | Added |
| Wendell David Associates Inc | 1,358 | $1.45M | 0.15% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,358 | $1.45M | 0.94% | +122+9.9% | Added |
| Cpwa, LLC | 1,356 | $1.44M | 1.68% | +1+0.1% | Added |
| Pacifica Partners Inc. | 1,497 | $1.44M | 0.43% | −319−17.6% | Reduced |
| Range Financial Group LLC | 1,354 | $1.44M | 0.39% | −97−6.7% | Reduced |
| Center For Asset Management LLC | 1,353 | $1.44M | 0.64% | +9+0.7% | Added |
| Quadcap Wealth Management, LLC | 1,353 | $1.44M | 0.14% | +82+6.5% | Added |
| Traveka Wealth, LLC | 1,350 | $1.44M | 0.48% | +6+0.4% | Added |
| Thomas Story & Son LLC | 1,350 | $1.44M | 0.51% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,349 | $1.44M | 0.36% | +53+4.1% | Added |
| AF Advisors, Inc. | 1,349 | $1.44M | 0.71% | −100−6.9% | Reduced |
| Peoples Bank | 1,348 | $1.44M | 1.40% | +25+1.9% | Added |
| NTV Asset Management LLC | 1,345 | $1.43M | 0.14% | +200+17.5% | Added |
| Leonteq Securities AG | 1,345 | $1.43M | 0.09% | −5,280−79.7% | Reduced |
| Wincap Financial LLC | 1,344 | $1.43M | 0.77% | +430+47.0% | Added |
| Fractal Investments LLC | 1,342 | $1.43M | 0.16% | +900+203.6% | Added |
| West Paces Advisors Inc. | 1,338 | $1.42M | 0.24% | −58−4.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,337 | $1.42M | 0.22% | −698−34.3% | Reduced |
| Grant Street Asset Management, Inc. | 1,332 | $1.42M | 0.23% | 00.0% | Unchanged |
| McMill Wealth Management | 1,331 | $1.42M | 0.34% | 00.0% | Unchanged |