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: 22 institutions have reported holding CAT so far. See Q3 2026
- Institutional holders
- 4,070
- +349 vs. Q1 2026
- Shares held
- 330.6M
- −492.2K (−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
- 1,609 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 |
|---|---|---|---|---|---|
| Retiremitten Financial LLC | 834 | $888.0K | 0.37% | +5+0.6% | Added |
| DMKC Advisory Services, LLC | 833 | $887.1K | 0.17% | −10,035−92.3% | Reduced |
| Accretive Wealth Partners, LLC | 833 | $887.1K | 0.22% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 1,035 | $885.5K | 0.18% | +1,035 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 832 | $885.5K | 0.37% | −14−1.7% | Reduced |
| Wealth Management Associates, Inc. | 831 | $885.3K | 0.24% | −8−1.0% | Reduced |
| Centric Wealth Management | 1,012 | $885.1K | 0.14% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 928 | $884.0K | 0.52% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 830 | $883.9K | 0.72% | +42+5.3% | Added |
| Kingsbury Capital Investment Advisors LLC | 829 | $883.3K | 0.75% | −57−6.4% | Reduced |
| KMT Wealth Management, LLC | 829 | $883.3K | 0.75% | +829 | New |
| TCP Asset Management, LLC | 829 | $882.8K | 0.10% | −16−1.9% | Reduced |
| DF Dent & Co Inc | 827 | $880.7K | 0.02% | −25−2.9% | Reduced |
| Tulsa Wealth Advisors, INC | 827 | $880.5K | 0.12% | +55+7.1% | Added |
| Genesis Financial Group, LLC | 825 | $878.9K | 0.57% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,049 | $878.4K | 0.36% | +333+46.5% | Added |
| Oliver Luxxe Assets LLC | 823 | $876.4K | 0.13% | −439−34.8% | Reduced |
| JT Stratford LLC | 823 | $876.4K | 0.10% | −383−31.8% | Reduced |
| M.E. Allison & Co., Inc. | 822 | $875.3K | 0.50% | −25−3.0% | Reduced |
| Stevens Capital Management LP | 822 | $875.0K | 0.21% | +822 | New |
| Investment Research Partners LLC | 822 | $874.8K | 0.30% | +12+1.5% | Added |
| Vigilare Wealth Management | 821 | $874.6K | 0.27% | +10+1.2% | Added |
| GW Henssler & Associates Ltd | 820 | $873.2K | 0.04% | +3+0.4% | Added |
| One Charles Private Wealth Services, LLC | 820 | $872.9K | 0.20% | +8+1.0% | Added |
| Capitol Family Office, Inc. | 819 | $872.2K | 0.92% | +127+18.4% | Added |
| JMN Financial LLC | 819 | $872.2K | 0.68% | +324+65.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 818 | $871.1K | 0.27% | −19−2.3% | Reduced |
| Aspetuck Financial Management LLC | 817 | $870.0K | 0.51% | +17+2.1% | Added |
| Intrepid Capital Management Inc | 817 | $870.0K | 0.31% | +54+7.1% | Added |
| Capstone Triton Financial Group, LLC | 816 | $869.4K | 0.50% | +816 | New |
| Compass Financial Group, INC | 815 | $868.4K | 0.10% | −250−23.5% | Reduced |
| Prostatis Group LLC | 815 | $868.0K | 0.20% | −90−9.9% | Reduced |
| Cannon Wealth Management Services, LLC | 815 | $867.9K | 0.47% | +50+6.5% | Added |
| Salomon & Ludwin, LLC | 874 | $866.7K | 0.07% | +1+0.1% | Added |
| Costello Asset Management, INC | 812 | $864.7K | 0.26% | −83−9.3% | Reduced |
| AXA S.A. | 957 | $864.5K | 1.01% | −36−3.6% | Reduced |
| Red Mountain Financial, LLC | 811 | $863.7K | 0.72% | −81−9.1% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 811 | $863.6K | 0.73% | +118+17.0% | Added |
| Sageworth Trust Co | 810 | $862.6K | 0.03% | −323−28.5% | Reduced |
| Teucrium Investment Advisors, LLC | 809 | $861.5K | 0.77% | −664−45.1% | Reduced |
| Jupiter Wealth Management LLC | 808 | $860.4K | 0.34% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 808 | $859.9K | 0.47% | +85+11.8% | Added |
| Revolve Wealth Partners, LLC | 806 | $858.8K | 0.09% | +29+3.7% | Added |
| Daner Wealth Management, LLC | 1,004 | $858.3K | 0.47% | +4+0.4% | Added |
| Myriad Asset Management US LP | 806 | $858.0K | 1.19% | −202−20.0% | Reduced |
| Acumen Wealth Advisors, LLC | 805 | $857.2K | 0.18% | −176−17.9% | Reduced |
| Mount Vernon Associates Inc | 800 | $852.0K | 0.56% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 800 | $851.9K | 0.60% | +332+70.9% | Added |
| Cape Cod Five Cents Savings Bank | 799 | $850.9K | 0.07% | +799 | New |
| Elser Financial Planning, Inc | 798 | $849.8K | 0.04% | −481−37.6% | Reduced |
| D.B. Root & Company, LLC | 798 | $849.8K | 0.18% | −32−3.9% | Reduced |
| TCFG Investment Advisors, LLC | 798 | $849.7K | 0.29% | −12−1.5% | Reduced |
| Trilogy Capital Inc. | 796 | $847.8K | 0.03% | +52+7.0% | Added |
| WBI Investments | 796 | $847.8K | 0.21% | +796 | New |
| Mma Asset Management LLC | 795 | $846.6K | 0.27% | −58−6.8% | Reduced |
| Aspen Grove Capital, LLC | 795 | $846.6K | 0.12% | 00.0% | Unchanged |
| Targeted Financial Services LLC | 795 | $846.6K | 0.62% | +165+26.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 794 | $845.5K | 0.11% | +17+2.2% | Added |
| Reyes Financial Architecture, Inc. | 791 | $842.3K | 0.47% | −50−5.9% | Reduced |
| Jacobsen Capital Management | 791 | $842.3K | 0.25% | +13+1.7% | Added |
| Canvas Wealth Advisors, LLC | 790 | $841.3K | 0.12% | −147−15.7% | Reduced |
| Disciplined Investments, LLC | 788 | $838.8K | 0.27% | +1+0.1% | Added |
| Eaton Financial Holdings Company, LLC | 787 | $838.2K | 0.23% | −225−22.2% | Reduced |
| Fieldview Capital Management, LLC | 787 | $838.1K | 0.24% | +787 | New |
| Horizon Financial Services, LLC | 786 | $837.0K | 0.32% | +758+2,707.1% | Added |
| Taylor Securities Services, Inc. | 785 | $835.9K | 0.34% | +3+0.4% | Added |
| Encompass Wealth Advisors, LLC | 785 | $835.9K | 0.25% | +30+4.0% | Added |
| DecisionMap Wealth Management, LLC | 785 | $835.5K | 0.47% | −11−1.4% | Reduced |
| Pettee Investors, Inc. | 783 | $833.8K | 0.41% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 938 | $833.5K | 0.25% | −147−13.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 781 | $831.7K | 0.19% | −40−4.9% | Reduced |
| Rebalance, LLC | 781 | $831.7K | 0.04% | 00.0% | Unchanged |
| Donalies Financial Planning, LLC | 781 | $831.2K | 0.61% | +1+0.1% | Added |
| DV Trading LLC | 780 | $830.6K | 0.07% | −2,342−75.0% | Reduced |
| Roble, Belko & Company, Inc | 779 | $830.0K | 0.09% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 778 | $828.9K | 0.03% | +73+10.4% | Added |
| Atala Financial Inc | 778 | $828.5K | 0.51% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 835 | $827.8K | 0.89% | −475−36.3% | Reduced |
| MPS Loria Financial Planners, LLC | 776 | $826.1K | 0.19% | +2+0.3% | Added |
| Signature Equity Partners, LLC | 775 | $825.1K | 0.38% | −99−11.3% | Reduced |
| J. Derek Lewis & Associates Inc. | 773 | $823.4K | 0.16% | +17+2.2% | Added |
| Tenet Wealth Partners, LLC | 942 | $822.6K | 0.61% | +942 | New |
| Second Half Financial Partners, LLC | 771 | $821.3K | 0.34% | −20−2.5% | Reduced |
| Petros Family Wealth, LLC | 771 | $821.1K | 0.50% | −2−0.3% | Reduced |
| MRP Capital Investments, LLC | 770 | $820.0K | 0.60% | −25−3.1% | Reduced |
| MBE Wealth Management, LLC | 768 | $817.7K | 0.29% | +7+0.9% | Added |
| Liberty Wealth Management LLC | 1,153 | $816.8K | 0.10% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 766 | $815.7K | 0.10% | +21+2.8% | Added |
| Prota Financial, LLC | 822 | $814.9K | 0.54% | −118−12.6% | Reduced |
| Strategic Investment Solutions, Inc. | 764 | $814.4K | 0.19% | +28+3.8% | Added |
| Bright Financial Advisors, Inc. | 763 | $813.2K | 0.34% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 763 | $812.2K | 0.19% | +145+23.5% | Added |
| PCG Asset Management, LLC | 762 | $811.5K | 0.58% | −48−5.9% | Reduced |
| Kondo Wealth Advisors, Inc. | 761 | $810.4K | 0.27% | +7+0.9% | Added |
| Pacific Center for Financial Services | 759 | $808.1K | 0.18% | +1+0.1% | Added |
| New World Advisors LLC | 757 | $806.1K | 0.14% | −21−2.7% | Reduced |
| Buffalo Business & Estate Services Ltd | – | $805.3K | 0.10% | – | – |
| Bennett Associates Wealth Management | 756 | $805.1K | 0.50% | +3+0.4% | Added |
| Elm Partners Management LLC | 756 | $805.0K | 0.03% | +2+0.3% | Added |
| Drum Hill Capital, LLC | 755 | $804.0K | 0.82% | 00.0% | Unchanged |