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
Q3 2026 data is still coming in: 9 institutions have reported holding CAT so far. See Q3 2026
- Institutional holders
- 4,070
- +348 vs. Q1 2026
- Shares held
- 330.6M
- −493.2K (−0.1%) vs. Q1 2026
- Total value
- $351.1B
- +$119.4B (+51.5%) vs. Q1 2026
- New holders
- 452
- 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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Baker Boyer National Bank | 1,158 | $1.23M | 0.34% | +13+1.1% | Added |
| QTR Family Wealth, LLC | 1,157 | $1.23M | 0.43% | +38+3.4% | Added |
| Meridian Wealth Advisors, LLC | 1,157 | $1.23M | 0.14% | +75+6.9% | Added |
| BlueStem Wealth Partners, LLC | 1,156 | $1.23M | 0.12% | −52−4.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,154 | $1.23M | 0.15% | −100−8.0% | Reduced |
| Wall Street Financial Group, Inc. | 1,153 | $1.23M | 0.66% | +100+9.5% | Added |
| Oxford Financial Group Ltd | 1,152 | $1.23M | 0.06% | +392+51.6% | Added |
| Fingerlakes Wealth Management, Inc. | 1,151 | $1.23M | 0.66% | −2−0.2% | Reduced |
| Lafayette Investments, Inc. | 1,151 | $1.23M | 0.23% | −585−33.7% | Reduced |
| Sage Mountain Advisors LLC | 1,151 | $1.23M | 0.08% | +672+140.3% | Added |
| Northwest Bancshares, Inc. | 1,150 | $1.22M | 0.22% | −30−2.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,150 | $1.22M | 1.07% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,148 | $1.22M | 0.11% | −337−22.7% | Reduced |
| Integrated Investment Consultants, LLC | 1,146 | $1.22M | 0.24% | −130−10.2% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,145 | $1.22M | 0.66% | −74−6.1% | Reduced |
| TBH Global Asset Management, LLC | 1,141 | $1.21M | 0.22% | −53−4.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,140 | $1.21M | 0.08% | −43−3.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,140 | $1.21M | 0.10% | +11+1.0% | Added |
| BankPlus Wealth Management LLC | 1,138 | $1.21M | 0.55% | −25−2.1% | Reduced |
| Legato Capital Management LLC | 1,136 | $1.21M | 0.10% | +272+31.5% | Added |
| Focused Alpha, LLC | 1,133 | $1.21M | 0.31% | −360−24.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,133 | $1.21M | 0.78% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,131 | $1.20M | 0.49% | +101+9.8% | Added |
| Chase Investment Counsel Corp | 1,130 | $1.20M | 0.25% | −313−21.7% | Reduced |
| Verum Partners LLC | 1,130 | $1.20M | 0.18% | +25+2.3% | Added |
| Silver Coast Investments LLC | 1,129 | $1.20M | 0.36% | −136−10.8% | Reduced |
| NorthStar Asset Management LLC | 1,127 | $1.20M | 0.49% | −6−0.5% | Reduced |
| Schulhoff & Co Inc | 1,127 | $1.20M | 0.48% | −25−2.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,126 | $1.20M | 0.11% | −79−6.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,124 | $1.20M | 0.40% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 1,122 | $1.19M | 0.65% | −22−1.9% | Reduced |
| Old Point Trust & Financial Services N A | 1,120 | $1.19M | 0.36% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,120 | $1.19M | 0.58% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,119 | $1.19M | 0.79% | −73−6.1% | Reduced |
| Lakewood Asset Management LLC | 1,119 | $1.19M | 0.65% | −26−2.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,119 | $1.19M | 0.16% | −100−8.2% | Reduced |
| Expressive Wealth LLC | 1,118 | $1.19M | 1.12% | −18−1.6% | Reduced |
| Golden Reserve Retirement LLC | 1,116 | $1.19M | 0.19% | +614+122.3% | Added |
| Chicago Trust Co NA | 1,116 | $1.19M | 0.17% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 1,228 | $1.18M | 1.36% | −38−3.0% | Reduced |
| Advus Financial Partners, LLC | 1,111 | $1.18M | 0.27% | −4−0.4% | Reduced |
| Firestone Capital Management | 1,108 | $1.18M | 0.22% | −5−0.4% | Reduced |
| Sunflower Bank, N.A. | 1,107 | $1.18M | 0.28% | −7−0.6% | Reduced |
| Daviman Financial, LLC | 1,106 | $1.18M | 0.65% | −17−1.5% | Reduced |
| Paul Damon & Associates, Inc. | 1,105 | $1.18M | 0.46% | +1+0.1% | Added |
| Stonebrook Private Inc. | 1,101 | $1.17M | 0.21% | +49+4.7% | Added |
| Royal Capital Wealth Management, LLC | 1,100 | $1.17M | 0.66% | 00.0% | Unchanged |
| Center for Wealth Management Advisory | 1,100 | $1.17M | 0.74% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,096 | $1.17M | 0.31% | −100−8.4% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,096 | $1.17M | 0.94% | −25−2.2% | Reduced |
| 360 Financial, Inc. | 1,095 | $1.17M | 0.30% | 00.0% | Unchanged |
| Pathway Wealth Management LLC | 1,095 | $1.17M | 0.81% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 1,094 | $1.17M | 0.51% | +1,094 | New |
| Crown Wealth Group, LLC | 1,093 | $1.16M | 0.30% | +29+2.7% | Added |
| Henson-Edgewater Management, LLC | 1,358 | $1.16M | 0.61% | +106+8.5% | Added |
| LJI Wealth Management, LLC | 1,090 | $1.16M | 0.16% | −42−3.7% | Reduced |
| Landmark Wealth Management, LLC | 1,090 | $1.16M | 0.28% | −5−0.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 1,089 | $1.16M | 0.17% | −2,389−68.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,089 | $1.16M | 0.21% | +18+1.7% | Added |
| Kornitzer Capital Management Inc | 1,088 | $1.16M | 0.02% | −25−2.2% | Reduced |
| Sonoma Allocations LLC | 1,144 | $1.16M | 0.49% | −76−6.2% | Reduced |
| Strategies Wealth Advisors, LLC | 1,086 | $1.16M | 0.10% | −8−0.7% | Reduced |
| Boston Trust Walden Corp | 1,086 | $1.16M | 0.01% | −44−3.9% | Reduced |
| Finivi Inc. | 1,085 | $1.16M | 0.59% | −57−5.0% | Reduced |
| Vestia Personal Wealth Advisors | 1,083 | $1.15M | 0.45% | +3+0.3% | Added |
| Dock Street Asset Management Inc | 1,081 | $1.15M | 0.11% | −4−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,081 | $1.15M | 0.06% | +77+7.7% | Added |
| Aspire Growth Partners LLC | 1,079 | $1.15M | 0.67% | +2+0.2% | Added |
| Crews Bank & Trust | 1,077 | $1.15M | 0.15% | −10−0.9% | Reduced |
| Edgestream Partners, L.P. | 1,076 | $1.15M | 0.03% | −1,284−54.4% | Reduced |
| D'Orazio & Associates, Inc. | 1,076 | $1.15M | 0.13% | +5+0.5% | Added |
| Greenwood Capital Associates LLC | 1,074 | $1.14M | 0.11% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 1,071 | $1.14M | 0.30% | −4−0.4% | Reduced |
| West Wealth Group, LLC | 1,070 | $1.14M | 0.19% | +151+16.4% | Added |
| Laurel Wealth Advisors LLC | 1,070 | $1.14M | 0.11% | −47−4.2% | Reduced |
| Legacy Financial Group, Inc. | 1,070 | $1.14M | 0.27% | −4−0.4% | Reduced |
| Dutch Asset Corp | 1,069 | $1.14M | 0.57% | +146+15.8% | Added |
| Archford Capital Strategies, LLC | 1,069 | $1.14M | 0.12% | +68+6.8% | Added |
| Southland Equity Partners LLC | 1,068 | $1.14M | 0.20% | +32+3.1% | Added |
| Community Financial Services Group, LLC | 1,146 | $1.14M | 0.17% | +771+205.6% | Added |
| Legacy Trust | 1,066 | $1.14M | 0.20% | −425−28.5% | Reduced |
| Onyx Financial Advisors, LLC | 1,066 | $1.13M | 0.41% | +2+0.2% | Added |
| Silver Grove Financial Group, Inc. | 1,064 | $1.13M | 0.61% | −93−8.0% | Reduced |
| SkyOak Wealth, LLC | 1,064 | $1.13M | 0.19% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 1,286 | $1.13M | 0.45% | −9−0.7% | Reduced |
| XY Planning Network, Inc. | 1,061 | $1.13M | 0.14% | −195−15.5% | Reduced |
| Buckhead Capital Management LLC | 1,059 | $1.13M | 0.39% | +103+10.8% | Added |
| Kane Investment Management, Inc. | 1,056 | $1.12M | 0.48% | +552+109.5% | Added |
| Miller Wealth Advisors, LLC | 1,056 | $1.12M | 0.48% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 1,055 | $1.12M | 0.45% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,054 | $1.12M | 0.30% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 1,053 | $1.12M | 0.37% | −722−40.7% | Reduced |
| Christine Messmer PC | 1,053 | $1.12M | 0.63% | −83−7.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,051 | $1.12M | 0.30% | −48−4.4% | Reduced |
| Puzo Michael J | 1,050 | $1.12M | 0.29% | −75−6.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,050 | $1.12M | 0.06% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,048 | $1.12M | 0.03% | −65−5.8% | Reduced |
| Navigate Wealth Management, LLC | 1,266 | $1.11M | 0.69% | +1,266 | New |
| Crusonia Wealth Advisors LLC | 1,046 | $1.11M | 0.18% | +333+46.7% | Added |
| Intrua Financial, LLC | 1,046 | $1.11M | 0.11% | +101+10.7% | Added |