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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 1,329 | $1.42M | 0.17% | +25+1.9% | Added |
| Penn Davis McFarland Inc | 1,328 | $1.41M | 0.13% | −72−5.1% | Reduced |
| VeraBank, N.A. | 1,328 | $1.41M | 0.23% | −50−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,324 | $1.41M | 0.17% | −22−1.6% | Reduced |
| Bellwether Advisors, LLC | 1,324 | $1.41M | 0.21% | −5,335−80.1% | Reduced |
| S.A. Mason LLC | 1,324 | $1.41M | 0.43% | +29+2.2% | Added |
| Warwick Investment Management, Inc. | 1,323 | $1.41M | 0.16% | +44+3.4% | Added |
| Morris Retirement Advisors, LLC | 1,322 | $1.41M | 0.51% | −169−11.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,321 | $1.41M | 0.10% | +853+182.3% | Added |
| CacheTech Inc. | 1,315 | $1.40M | 0.23% | −46−3.4% | Reduced |
| Uniting Wealth Partners, LLC | 1,315 | $1.40M | 0.28% | −36−2.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,315 | $1.40M | 0.61% | +9+0.7% | Added |
| Enterprise Financial Services Corp | 1,308 | $1.39M | 0.57% | +160+13.9% | Added |
| Capital Square, LLC | 1,460 | $1.39M | 0.61% | +10+0.7% | Added |
| Global Trust Wealth Management LLC | 1,306 | $1.39M | 0.96% | −1,158−47.0% | Reduced |
| GSB Wealth Management, LLC | 1,304 | $1.39M | 0.28% | −26−2.0% | Reduced |
| Merrion Investment Management Co, LLC | 1,300 | $1.38M | 0.66% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,298 | $1.38M | 0.24% | +7+0.5% | Added |
| Petra Financial Advisors Inc | 1,297 | $1.38M | 0.64% | +1,297 | New |
| Bull Harbor Capital LLC | 1,284 | $1.37M | 0.27% | +113+9.6% | Added |
| LFA - Lugano Financial Advisors SA | 1,284 | $1.37M | 0.82% | +34+2.7% | Added |
| Investment Advisory Services Inc | 1,283 | $1.37M | 0.39% | −282−18.0% | Reduced |
| Hardin Capital Partners, LLC | 1,275 | $1.37M | 0.63% | −60−4.5% | Reduced |
| Orrstown Financial Services Inc | 1,280 | $1.36M | 0.20% | −32−2.4% | Reduced |
| Fund Advisors of America Inc | 1,279 | $1.36M | 1.24% | −15−1.2% | Reduced |
| PKS Advisory Services, LLC | 1,278 | $1.36M | 0.22% | +724+130.7% | Added |
| Future Fund LLC | 1,277 | $1.36M | 0.39% | −475−27.1% | Reduced |
| Sunbeam Capital Management, LLC | 1,272 | $1.35M | 0.62% | +108+9.3% | Added |
| First Growth Capital LLC | 1,271 | $1.35M | 1.03% | −28−2.2% | Reduced |
| Alpha Family Trust | 1,270 | $1.35M | 0.54% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,269 | $1.35M | 0.38% | −11−0.9% | Reduced |
| Bay Capital Advisors, LLC | 1,266 | $1.35M | 0.72% | 00.0% | Unchanged |
| First Community Trust NA | 1,264 | $1.35M | 0.61% | +313+32.9% | Added |
| Legacy Advisors, LLC | 1,263 | $1.35M | 0.13% | +280+28.5% | Added |
| Palogic Value Management, L.P. | 1,261 | $1.34M | 0.48% | −75−5.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,259 | $1.34M | 0.20% | −105−7.7% | Reduced |
| Onefund, LLC | 1,259 | $1.34M | 0.76% | −27−2.1% | Reduced |
| GLOBALT Investments LLC | 1,252 | $1.33M | 0.04% | −1−0.1% | Reduced |
| Evanson Financial, LLC | 1,250 | $1.33M | 0.07% | +1,250 | New |
| Cane Capital Partners, LLC | 1,249 | $1.33M | 0.53% | −122−8.9% | Reduced |
| YHB Investment Advisors, Inc. | 1,249 | $1.33M | 0.09% | −69−5.2% | Reduced |
| Oakwell Private Wealth Management, LLC | 1,246 | $1.33M | 0.22% | +842+208.4% | Added |
| Aventura Private Wealth, LLC | 1,243 | $1.32M | 0.41% | +210+20.3% | Added |
| Greenline Partners, LLC | 1,242 | $1.32M | 0.13% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,241 | $1.32M | 0.20% | −95−7.1% | Reduced |
| Anchyra Partners LLC | 1,239 | $1.32M | 0.32% | +80+6.9% | Added |
| Monarch Capital Management Inc | 1,237 | $1.32M | 0.30% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,237 | $1.32M | 0.33% | −13−1.0% | Reduced |
| MFA Wealth Services | 1,231 | $1.31M | 0.78% | −67−5.2% | Reduced |
| Bangor Savings Bank | 1,231 | $1.31M | 0.10% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,228 | $1.31M | 0.01% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,224 | $1.30M | 0.35% | +4+0.3% | Added |
| Fiduciary Financial Group, LLC | 1,224 | $1.30M | 0.15% | +102+9.1% | Added |
| Madison Asset Management, LLC | 1,223 | $1.30M | 0.02% | −576−32.0% | Reduced |
| Heritage Wealth Advisors | 1,223 | $1.30M | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,222 | $1.30M | 0.11% | −50−3.9% | Reduced |
| Private Capital Management, LLC | 1,220 | $1.30M | 0.12% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,218 | $1.30M | 0.11% | +16+1.3% | Added |
| Northstar Financial Companies, Inc. | 1,215 | $1.29M | 0.87% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,215 | $1.29M | 0.35% | −370−23.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,215 | $1.29M | 0.09% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 1,214 | $1.29M | 1.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,212 | $1.29M | 0.06% | +37+3.1% | Added |
| Legacy Financial Group LLC | 1,212 | $1.29M | 0.15% | +6+0.5% | Added |
| Oakmont Investment Advisors, Inc. | 1,208 | $1.29M | 0.89% | −96−7.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,208 | $1.29M | 0.24% | −67−5.3% | Reduced |
| Maple Capital Management, Inc. | 1,206 | $1.28M | 0.08% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,206 | $1.28M | 0.48% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,204 | $1.28M | 0.21% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,200 | $1.28M | 0.17% | −40−3.2% | Reduced |
| Symmetry Partners, LLC | 1,199 | $1.28M | 0.07% | +604+101.5% | Added |
| TFB Advisors LLC | 1,196 | $1.27M | 0.56% | −6−0.5% | Reduced |
| Pinnacle Financial Group, LLC | 1,195 | $1.27M | 0.31% | −22−1.8% | Reduced |
| Roberts Glore & Co Inc | 1,192 | $1.27M | 0.31% | +434+57.3% | Added |
| Ewa, LLC | 1,190 | $1.27M | 0.23% | +126+11.8% | Added |
| Next Level Private LLC | 1,190 | $1.27M | 0.25% | −258−17.8% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 1,190 | $1.27M | 0.66% | −6−0.5% | Reduced |
| American Money Management, LLC | 1,188 | $1.26M | 0.18% | +1+0.1% | Added |
| Leigh Baldwin & Co., LLC | 1,187 | $1.26M | 0.68% | −80−6.3% | Reduced |
| Integrity Wealth Solutions LLC | 1,186 | $1.26M | 0.47% | +1+0.1% | Added |
| Philadelphia Investment Partners, LLC | 1,459 | $1.26M | 0.78% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,180 | $1.26M | 0.08% | −205−14.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,180 | $1.26M | 0.31% | −10−0.8% | Reduced |
| Okabena Investment Services Inc | 1,175 | $1.25M | 0.22% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,175 | $1.25M | 0.51% | +67+6.0% | Added |
| Eagle Wealth Strategies LLC | 1,175 | $1.25M | 0.48% | +4+0.3% | Added |
| Five Oceans Advisors | 1,174 | $1.25M | 0.40% | −5−0.4% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,173 | $1.25M | 0.24% | −3−0.3% | Reduced |
| Chico Wealth RIA | 1,171 | $1.25M | 0.65% | +14+1.2% | Added |
| Westshore Wealth, LLC | 1,171 | $1.25M | 0.39% | −3−0.3% | Reduced |
| Basepoint Wealth LLC | 1,171 | $1.25M | 0.71% | −66−5.3% | Reduced |
| Sym Financial Corp | 1,171 | $1.25M | 0.10% | +96+8.9% | Added |
| Aua Capital Management, LLC | 1,170 | $1.25M | 0.58% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,485 | $1.24M | 0.70% | −78−5.0% | Reduced |
| Green Harvest Asset Management LLC | 1,167 | $1.24M | 0.02% | +364+45.3% | Added |
| Aviso Wealth Management | 1,164 | $1.24M | 0.49% | +39+3.5% | Added |
| Lazari Capital Management, Inc. | 1,164 | $1.24M | 0.38% | −103−8.1% | Reduced |
| Paragon Private Wealth Management, LLC | 1,163 | $1.24M | 0.32% | +25+2.2% | Added |
| Brogan Financial, Inc. | 1,161 | $1.24M | 0.50% | +2+0.2% | Added |
| Cookson Peirce & Co Inc | 1,160 | $1.23M | 0.04% | +151+15.0% | Added |