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 |
|---|---|---|---|---|---|
| Sagewood Asset Management LP | 937 | $997.8K | 0.23% | +482+105.9% | Added |
| Financial Advisors Network, Inc. | 937 | $997.5K | 0.12% | −69−6.9% | Reduced |
| HighRoad Wealth Advisors, LLC | 935 | $995.7K | 0.84% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 932 | $993.8K | 0.33% | −5−0.5% | Reduced |
| Drucker Wealth 3.0, LLC | 933 | $993.3K | 0.16% | +28+3.1% | Added |
| James J. Burns & Company, LLC | 932 | $992.8K | 0.11% | 00.0% | Unchanged |
| Syverson Strege & Co | 932 | $992.5K | 0.22% | +7+0.8% | Added |
| Rockingstone Advisors LLC | 929 | $989.3K | 0.40% | −2−0.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 928 | $988.1K | 0.29% | +1+0.1% | Added |
| Lake Hills Wealth Management, LLC | 927 | $987.2K | 0.45% | +927 | New |
| Mullaney, Keating & Wright, Inc. | 925 | $985.0K | 0.48% | 00.0% | Unchanged |
| Capstone Wealth Management, Inc. | 979 | $982.6K | 0.74% | +2+0.2% | Added |
| Peterson Wealth Advisors, LLC | 922 | $982.0K | 0.12% | +5+0.5% | Added |
| Anchor Capital Advisors LLC | 922 | $981.8K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 922 | $981.8K | 0.10% | +383+71.1% | Added |
| Master's Wealth Management Inc. | 922 | $981.5K | 0.30% | −77−7.7% | Reduced |
| O'Rourke & Company, Inc | 920 | $980.1K | 0.34% | 00.0% | Unchanged |
| BXM Wealth LLC | 919 | $978.6K | 0.53% | −15−1.6% | Reduced |
| Abacus Wealth Partners, LLC | 919 | $978.6K | 0.10% | +15+1.7% | Added |
| Johnson Financial Group, LLC | 919 | $978.6K | 0.05% | +304+49.4% | Added |
| DeDora Capital, Inc. | 919 | $978.3K | 0.21% | −16−1.7% | Reduced |
| Bender Robert & Associates | 916 | $975.4K | 0.20% | −8−0.9% | Reduced |
| Laraway Financial Inc | 913 | $972.3K | 0.59% | 00.0% | Unchanged |
| Manchester Financial Inc | 913 | $971.8K | 0.17% | +1+0.1% | Added |
| Wagner Wealth Management, Corp | 909 | $968.0K | 0.78% | −109−10.7% | Reduced |
| Kesler, Norman & Wride, LLC | 909 | $967.8K | 0.15% | +909 | New |
| Rational Advisors LLC | 908 | $966.9K | 0.09% | −884−49.3% | Reduced |
| Athena Investment Management | 906 | $964.8K | 0.57% | −381−29.6% | Reduced |
| Elk River Wealth Management, LLC | 905 | $964.0K | 0.15% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 905 | $963.7K | 0.27% | −155−14.6% | Reduced |
| Hutchinson Capital Management | 905 | $963.7K | 0.17% | −27−2.9% | Reduced |
| Haven Private, LLC | 903 | $961.6K | 0.37% | −198−18.0% | Reduced |
| Mainsail Asset Management, LLC | 1,090 | $959.1K | 0.38% | +569+109.2% | Added |
| Asempa Wealth Advisors | 900 | $958.4K | 0.73% | 00.0% | Unchanged |
| Blue Capital, Inc. | 900 | $958.4K | 0.61% | −17−1.9% | Reduced |
| PenderFund Capital Management Ltd. | 900 | $958.4K | 0.12% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 900 | $958.0K | 0.00% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 895 | $953.1K | 0.41% | 00.0% | Unchanged |
| GDS Wealth Management | 894 | $952.0K | 0.05% | +894 | New |
| Pekin Hardy Strauss, Inc. | 893 | $951.1K | 0.08% | +30+3.5% | Added |
| First United Bank Trust | 893 | $951.0K | 0.27% | −30−3.3% | Reduced |
| Old Second National Bank of Aurora | 893 | $951.0K | 0.18% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 893 | $951.0K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 888 | $945.6K | 0.19% | +87+10.9% | Added |
| Chemistry Wealth Management LLC | 888 | $945.6K | 0.15% | −6−0.7% | Reduced |
| London & Capital Asset Management Ltd | 888 | $945.3K | 0.01% | +226+34.1% | Added |
| Tactive Advisors, LLC | 885 | $942.6K | 0.23% | +350+65.4% | Added |
| Waterford Advisors, LLC | 885 | $942.4K | 0.26% | 00.0% | Unchanged |
| United Community Bank | 884 | $941.4K | 0.29% | −282−24.2% | Reduced |
| Community Trust & Investment Co | 884 | $941.4K | 0.05% | +104+13.3% | Added |
| Castle Rock Wealth Management, LLC | 949 | $941.0K | 0.18% | +113+13.5% | Added |
| Certified Advisory Corp | 882 | $939.0K | 0.08% | +87+10.9% | Added |
| Private Advisory Group LLC | 881 | $937.9K | 0.05% | +1+0.1% | Added |
| Winslow Asset Management Inc | 880 | $937.0K | 0.16% | −5−0.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 944 | $936.2K | 0.11% | +11+1.2% | Added |
| Sepio Capital, LP | 876 | $933.0K | 0.05% | −97−10.0% | Reduced |
| Novare Capital Management LLC | 875 | $931.5K | 0.07% | −28−3.1% | Reduced |
| Willow Creek Capital Management, Inc. | 874 | $930.7K | 0.90% | +874 | New |
| denkapparat Operations GmbH | 874 | $930.7K | 0.30% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 873 | $929.7K | 0.09% | −28−3.1% | Reduced |
| Towerpoint Wealth, LLC | 872 | $928.6K | 0.32% | +545+166.7% | Added |
| Eclectic Associates Inc | 872 | $928.5K | 0.11% | −8−0.9% | Reduced |
| OneAscent Family Office, LLC | 871 | $928.0K | 0.47% | +483+124.5% | Added |
| Luts & Greenleigh Group, Inc | 871 | $927.8K | 0.70% | −21−2.4% | Reduced |
| Sand Hill Global Advisors, LLC | 871 | $927.5K | 0.03% | −22−2.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 870 | $926.5K | 0.16% | −120−12.1% | Reduced |
| Koss-Olinger Consulting, LLC | 870 | $926.1K | 0.07% | −218−20.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 869 | $925.4K | 0.53% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 869 | $925.4K | 0.76% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 867 | $923.3K | 0.31% | +219+33.8% | Added |
| Holland Advisory Services, Inc. | 865 | $921.0K | 1.02% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 986 | $920.3K | 0.05% | +173+21.3% | Added |
| Wallace Hart LLC | 864 | $920.1K | 0.57% | +864 | New |
| Old North State Trust, LLC | 864 | $920.0K | 0.47% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 1,124 | $915.8K | 0.29% | −21−1.8% | Reduced |
| Vanguard National Trust Co | 860 | $915.8K | 0.05% | −149−14.8% | Reduced |
| Axim Planning & Wealth | 860 | $915.8K | 1.29% | +28+3.4% | Added |
| Walkner Condon Financial Advisors LLC | 859 | $915.0K | 0.11% | +4+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 858 | $914.0K | 0.35% | −60−6.5% | Reduced |
| Meridian Financial Partners LLC | 997 | $912.0K | 0.31% | −232−18.9% | Reduced |
| waypoint wealth counsel | 856 | $911.7K | 0.57% | +75+9.6% | Added |
| Peddock Capital Advisors, LLC | 854 | $909.8K | 0.18% | +166+24.1% | Added |
| Stonebridge Financial Planning Group, LLC | 854 | $908.9K | 0.29% | +18+2.2% | Added |
| Burling Wealth Partners, LLC | 851 | $906.2K | 0.13% | +6+0.7% | Added |
| Jackson Thornton Asset Management, LLC | 851 | $906.2K | 0.07% | +101+13.5% | Added |
| Financial Council Asset Management Inc | 850 | $905.2K | 0.29% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 850 | $904.8K | 0.36% | +46+5.7% | Added |
| First Bank & Trust | 849 | $904.1K | 0.13% | +223+35.6% | Added |
| SOA Wealth Advisors, LLC. | 848 | $902.6K | 0.15% | −65−7.1% | Reduced |
| Claro Advisors LLC | 846 | $900.4K | 0.09% | +94+12.5% | Added |
| STAR Financial Bank | 844 | $898.8K | 0.37% | −6−0.7% | Reduced |
| Legacy Wealth Management, LLC | 843 | $897.7K | 0.23% | +843 | New |
| ICW Investment Advisors LLC | 842 | $897.2K | 0.31% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 842 | $896.6K | 0.18% | +2+0.2% | Added |
| WestHill Financial Advisors, Inc. | 841 | $895.6K | 0.15% | −570−40.4% | Reduced |
| Adams Wealth Management | 841 | $895.6K | 0.17% | −25−2.9% | Reduced |
| USA Financial Formulas | 840 | $894.5K | 0.16% | +840 | New |
| Caitong International Asset Management Co., Ltd | 838 | $892.4K | 0.12% | −641−43.3% | Reduced |
| RHL Group, LLC | 836 | $890.3K | 0.74% | +4+0.5% | Added |
| Mascagni Wealth Management, Inc. | 836 | $890.0K | 0.55% | +1+0.1% | Added |