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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 1,045 | $1.11M | 0.65% | −65−5.9% | Reduced |
| Gradient Capital Advisors, LLC | 1,044 | $1.11M | 0.26% | −12−1.1% | Reduced |
| Advisortrust Partners, LLC | 1,043 | $1.11M | 0.38% | +106+11.3% | Added |
| May Hill Capital, LLC | 1,041 | $1.11M | 0.23% | +74+7.7% | Added |
| Regatta Capital Group, LLC | 1,041 | $1.11M | 0.15% | −85−7.5% | Reduced |
| KG&L Capital Management,LLC | 1,040 | $1.11M | 0.66% | +1,040 | New |
| Maxele Advisors, LLC | 1,039 | $1.11M | 0.77% | +1,039 | New |
| Parkway Wealth Management Group, LLC | 1,039 | $1.11M | 0.13% | −5−0.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,035 | $1.10M | 0.13% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,035 | $1.10M | 0.15% | −208−16.7% | Reduced |
| Van Cleef Asset Management,Inc | 1,033 | $1.10M | 0.11% | −30−2.8% | Reduced |
| KFA Private Wealth Group, LLC | 1,032 | $1.10M | 0.26% | −654−38.8% | Reduced |
| Vista Investment Partners II, LLC | 1,032 | $1.10M | 0.43% | −1−0.1% | Reduced |
| Narus Financial Partners, LLC | 1,031 | $1.10M | 0.28% | −99−8.8% | Reduced |
| Byrne Financial Freedom, LLC | 1,031 | $1.10M | 0.43% | +161+18.5% | Added |
| Ade, LLC | 1,029 | $1.10M | 0.46% | −61−5.6% | Reduced |
| Donoghue Forlines LLC | 1,029 | $1.10M | 0.28% | −272−20.9% | Reduced |
| Embree Financial Group | 1,029 | $1.10M | 0.11% | +32+3.2% | Added |
| Smallwood Wealth Investment Management, LLC | 1,028 | $1.10M | 0.48% | 00.0% | Unchanged |
| AIA Group Ltd | 1,028 | $1.09M | 0.01% | −3,314−76.3% | Reduced |
| Kaizen Financial Strategies | 1,103 | $1.09M | 0.43% | −144−11.5% | Reduced |
| Capital Financial Group Inc | 1,027 | $1.09M | 0.57% | +46+4.7% | Added |
| Verity Asset Management, Inc. | 1,027 | $1.09M | 0.41% | −417−28.9% | Reduced |
| Capstone Investment Advisors, LLC | 1,026 | $1.09M | 0.01% | +113+12.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,025 | $1.09M | 1.49% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,025 | $1.09M | 0.30% | +1,025 | New |
| Fairfield, Bush & Co. | 1,024 | $1.09M | 0.54% | −26−2.5% | Reduced |
| Hanlon Investment Management, Inc. | 1,023 | $1.09M | 0.58% | −286−21.8% | Reduced |
| Manchester Capital Management LLC | 1,021 | $1.09M | 0.14% | +36+3.7% | Added |
| Hengehold Capital Management LLC | 1,018 | $1.08M | 0.08% | −151−12.9% | Reduced |
| Channel Wealth LLC | 1,018 | $1.08M | 0.24% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,017 | $1.08M | 0.10% | +2+0.2% | Added |
| Ledgewood Wealth Advisors, LLC | 1,017 | $1.08M | 0.57% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,013 | $1.08M | 0.12% | −1−0.1% | Reduced |
| Bingham Private Wealth, LLC | 1,012 | $1.08M | 0.74% | +26+2.6% | Added |
| CCG Wealth Management, LLC | 1,011 | $1.08M | 0.25% | +11+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 1,010 | $1.08M | 0.23% | −7−0.7% | Reduced |
| CWS Financial Advisors, LLC | 1,009 | $1.07M | 0.24% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 1,008 | $1.07M | 0.21% | +189+23.1% | Added |
| Atlas Legacy Advisors, LLC | 1,096 | $1.07M | 0.16% | +197+21.9% | Added |
| Private Wealth Partners, LLC | 1,007 | $1.07M | 0.08% | −20−1.9% | Reduced |
| First Western Trust Bank | 1,004 | $1.07M | 0.05% | +4+0.4% | Added |
| U S Wealth Group, LLC. | 1,003 | $1.07M | 0.64% | +1,003 | New |
| Westside Investment Management, Inc. | 1,002 | $1.07M | 0.14% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,001 | $1.07M | 0.23% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,001 | $1.07M | 0.10% | +688+219.8% | Added |
| Davidson Trust Co | 1,000 | $1.06M | 0.42% | 00.0% | Unchanged |
| U S Global Investors Inc | 1,000 | $1.06M | 0.10% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,000 | $1.06M | 0.13% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,000 | $1.06M | 0.54% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $1.06M | 0.32% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 996 | $1.06M | 0.23% | +2+0.2% | Added |
| CFC Planning Co LLC | 994 | $1.06M | 0.63% | −41−4.0% | Reduced |
| Beacon Financial Group | 991 | $1.06M | 0.10% | +68+7.4% | Added |
| Texas Bank & Trust Co | 989 | $1.05M | 0.35% | +183+22.7% | Added |
| Falcon Wealth Planning | 989 | $1.05M | 0.07% | +54+5.8% | Added |
| Werba Rubin Papier Wealth Management | 987 | $1.05M | 0.13% | −312−24.0% | Reduced |
| First Financial Corp | 987 | $1.05M | 0.36% | 00.0% | Unchanged |
| Trust Co of Kansas | 985 | $1.05M | 0.54% | −100−9.2% | Reduced |
| Personal Cfo Solutions, LLC | 984 | $1.05M | 0.15% | −41−4.0% | Reduced |
| Formidable Asset Management, LLC | 1,478 | $1.05M | 0.17% | +170+13.0% | Added |
| Shrier Wealth Management, LLC | 982 | $1.05M | 0.35% | +338+52.5% | Added |
| True Wealth Design, LLC | 980 | $1.04M | 0.25% | −37−3.6% | Reduced |
| Accent Capital Management, LLC | 980 | $1.04M | 0.45% | +904+1,189.5% | Added |
| Kelly Lawrence W & Associates Inc | 979 | $1.04M | 0.22% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 979 | $1.04M | 0.33% | −624−38.9% | Reduced |
| Wealth Management Nebraska | 978 | $1.04M | 0.09% | −61−5.9% | Reduced |
| Fosun International Ltd | 978 | $1.04M | 0.23% | 00.0% | Unchanged |
| RW Investment Management LLC | 978 | $1.04M | 0.09% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 977 | $1.04M | 0.27% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 977 | $1.04M | 0.35% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 973 | $1.04M | 0.08% | +29+3.1% | Added |
| Stableford Capital II LLC | 973 | $1.04M | 0.36% | −380−28.1% | Reduced |
| Vision Capital Management, Inc. | 973 | $1.04M | 0.12% | +200+25.9% | Added |
| Requisite Capital Management, LLC | 972 | $1.04M | 0.17% | +86+9.7% | Added |
| Lynx Investment Advisory | 972 | $1.04M | 0.34% | −129−11.7% | Reduced |
| Second Line Capital, LLC | 972 | $1.04M | 0.19% | −66−6.4% | Reduced |
| Braun-Bostich & Associates Inc. | 971 | $1.03M | 0.58% | −207−17.6% | Reduced |
| Harvest Investment Services, LLC | 971 | $1.03M | 0.16% | +284+41.3% | Added |
| Bearing Point Capital, LLC | 968 | $1.03M | 0.14% | +21+2.2% | Added |
| TriCert Investment Counsel Inc. | 967 | $1.03M | 0.10% | +967 | New |
| Dala Group, LLC | 967 | $1.03M | 0.85% | −76−7.3% | Reduced |
| Holistic Planning, LLC | 966 | $1.03M | 0.16% | +76+8.5% | Added |
| UMA Financial Services, Inc. | 964 | $1.03M | 0.12% | +55+6.1% | Added |
| Signet Private Wealth LLC | 958 | $1.02M | 0.81% | +47+5.2% | Added |
| Meredith Wealth Planning | 958 | $1.02M | 0.24% | −22−2.2% | Reduced |
| Lodestar Private Asset Management LLC | 958 | $1.02M | 0.09% | −65−6.4% | Reduced |
| Sienna Gestion | 972 | $1.02M | 0.06% | +972 | New |
| Laurion Capital Management LP | 950 | $1.01M | 0.07% | −13,549−93.4% | Reduced |
| Abbot Financial Management, Inc. | 950 | $1.01M | 0.37% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 949 | $1.01M | 0.42% | +6+0.6% | Added |
| Wedgewood Investors Inc | 948 | $1.01M | 1.04% | +15+1.6% | Added |
| Smith Thornton Advisors LLC | 1,080 | $1.01M | 0.44% | +184+20.5% | Added |
| Arsenal Capital Advisors LLC | 944 | $1.01M | 0.59% | −95−9.1% | Reduced |
| Ponta Wealth Partners, LLC | 942 | $1.00M | 0.54% | +277+41.7% | Added |
| South Street Advisors LLC | 940 | $1.00M | 0.13% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 939 | $1.00M | 0.20% | −67−6.7% | Reduced |
| WNY Asset Management, LLC | 938 | $998.9K | 0.09% | +18+2.0% | Added |
| Smithbridge Asset Management Inc | 938 | $998.5K | 0.14% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 937 | $997.8K | 0.28% | +117+14.3% | Added |