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 |
|---|---|---|---|---|---|
| Antonelli Financial Advisors, LLC | 752 | $801.0K | 0.55% | 00.0% | Unchanged |
| General Partner, Inc. | 752 | $800.8K | 0.43% | 00.0% | Unchanged |
| Commerce Advisors, LLC | 752 | $800.5K | 0.43% | +11+1.5% | Added |
| Longview Financial Advisors LLC | 751 | $799.7K | 0.40% | −387−34.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 751 | $799.7K | 0.17% | +1+0.1% | Added |
| Archer Investment Corp | 750 | $799.0K | 0.15% | −90−10.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 750 | $798.7K | 0.12% | −41−5.2% | Reduced |
| Pingora Partners LLC | 750 | $798.7K | 0.47% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 750 | $798.7K | 0.12% | +23+3.2% | Added |
| Client 1st Advisory Group, LLC | 750 | $798.7K | 0.21% | +94+14.3% | Added |
| FNY Investment Advisers, LLC | 750 | $798.0K | 0.29% | +750 | New |
| Griffith & Werner, Inc. | 747 | $796.0K | 0.37% | −13−1.7% | Reduced |
| Financial Life Planners | 747 | $795.9K | 0.51% | +556+291.1% | Added |
| Eurizon SLJ Capital Ltd | 747 | $795.5K | 0.29% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 745 | $793.4K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 836 | $792.6K | 0.09% | 00.0% | Unchanged |
| jvl associates llc | 741 | $789.1K | 0.22% | +57+8.3% | Added |
| TrueWealth Advisors, LLC | 740 | $788.4K | 0.18% | −55−6.9% | Reduced |
| JGP Wealth Management, LLC | 739 | $787.4K | 0.07% | +6+0.8% | Added |
| SMART Wealth LLC | 739 | $786.5K | 0.17% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 738 | $785.9K | 0.33% | +38+5.4% | Added |
| JSF Financial, LLC | 738 | $785.4K | 0.13% | −14−1.9% | Reduced |
| Global X Japan Co., Ltd. | 737 | $784.8K | 0.03% | −194−20.8% | Reduced |
| Capstone Wealth Management Group, Inc. | 736 | $784.2K | 0.47% | +736 | New |
| Wick Capital Partners, LLC | 736 | $783.8K | 0.12% | +47+6.8% | Added |
| Altus Wealth Group LLC | 735 | $782.9K | 0.28% | +86+13.3% | Added |
| Orion Capital Management LLC | 735 | $782.7K | 0.24% | +30+4.3% | Added |
| Encompass More Asset Management | 734 | $781.9K | 0.11% | +294+66.8% | Added |
| Sunburst Financial Group, LLC | 733 | $780.6K | 0.13% | +121+19.8% | Added |
| American Trust | 733 | $780.6K | 0.06% | +247+50.8% | Added |
| Severin Investments, LLC | 732 | $779.4K | 0.59% | −584−44.4% | Reduced |
| Southern Financial Group, LLC | 731 | $779.4K | 0.20% | −99−11.9% | Reduced |
| Websterrogers Financial Advisors, LLC | 730 | $777.4K | 0.20% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 730 | $777.4K | 0.16% | +25+3.5% | Added |
| Eagle Capital Management, LLC | 730 | $777.0K | 0.27% | −140−16.1% | Reduced |
| Clarity Wealth Advisors, LLC | 728 | $775.3K | 0.14% | −266−26.8% | Reduced |
| NFP Retirement, Inc. | 727 | $774.0K | 0.04% | −229−24.0% | Reduced |
| Bouchey Financial Group Ltd | 727 | $774.0K | 0.05% | −571−44.0% | Reduced |
| Wealth Intelligence, LLC | 726 | $773.1K | 0.36% | −113−13.5% | Reduced |
| Heritage Family Offices, LLP | 724 | $771.0K | 0.30% | +335+86.1% | Added |
| Pacific Excel Wealth Advisors, Inc. | 724 | $771.0K | 0.30% | +724 | New |
| South Shore Capital Advisors | 722 | $768.9K | 0.51% | −57−7.3% | Reduced |
| Manske Wealth Management | 719 | $765.7K | 0.19% | −154−17.6% | Reduced |
| MW Advisory, LLC | 719 | $765.7K | 0.31% | +719 | New |
| Abundance Wealth Counselors | 716 | $762.5K | 0.05% | +217+43.5% | Added |
| Shufro Rose & Co LLC | 714 | $760.3K | 0.04% | −31−4.2% | Reduced |
| Vista Capital Partners, Inc. | 712 | $758.2K | 0.07% | −113−13.7% | Reduced |
| Darden Wealth Group Inc | 711 | $757.5K | 0.30% | +201+39.4% | Added |
| BancFirst Trust & Investment Management | 733 | $757.3K | 0.32% | +733 | New |
| Concorde Asset Management, LLC | 710 | $756.1K | 0.44% | +25+3.6% | Added |
| DRW Securities, LLC | 709 | $755.0K | 0.04% | −3,035−81.1% | Reduced |
| Greenspring Advisors, LLC | 708 | $754.0K | 0.04% | −75−9.6% | Reduced |
| Causey Wealth LLC | 707 | $752.9K | 0.29% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 706 | $751.8K | 0.05% | +6+0.9% | Added |
| SilverOak Wealth Management LLC | 704 | $749.7K | 0.10% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 704 | $749.6K | 0.10% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 703 | $748.9K | 0.30% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 703 | $748.9K | 0.05% | −3−0.4% | Reduced |
| Eagle Wealth Advisors LLC | 702 | $747.6K | 0.57% | +36+5.4% | Added |
| Phillips Wealth Planners LLC | 795 | $747.4K | 0.55% | −16−2.0% | Reduced |
| Sterling Investment Counsel, LLC | 701 | $746.9K | 0.18% | −60−7.9% | Reduced |
| Red Reef Advisors LLC | 700 | $745.4K | 0.69% | +14+2.0% | Added |
| AXS Investments LLC | 699 | $744.4K | 0.21% | −205−22.7% | Reduced |
| Tandem Wealth Advisors LLC | 694 | $739.0K | 0.29% | +21+3.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 692 | $737.9K | 0.39% | +692 | New |
| Key Financial Inc | 688 | $732.7K | 0.12% | −2,001−74.4% | Reduced |
| N.E.W. Advisory Services LLC | 686 | $731.0K | 0.05% | −349−33.7% | Reduced |
| MBA Advisors LLC | 686 | $730.3K | 0.25% | −72−9.5% | Reduced |
| Granite FO LLC | 685 | $729.5K | 0.39% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 683 | $727.3K | 0.16% | 00.0% | Unchanged |
| Unique Wealth, LLC | 683 | $727.3K | 0.08% | +48+7.6% | Added |
| Jessup Wealth Management, Inc | 682 | $726.1K | 0.22% | −4−0.6% | Reduced |
| Clay Northam Wealth Management, LLC | 681 | $725.2K | 0.36% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 681 | $725.1K | 0.01% | +328+92.9% | Added |
| Penobscot Wealth Management | 681 | $724.7K | 0.19% | −1−0.1% | Reduced |
| Coco Enterprises, LLC | 732 | $724.2K | 0.37% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 0 | $723.4K | 0.17% | 0 | Unchanged |
| Hoey Investments, Inc | 679 | $723.1K | 0.10% | +141+26.2% | Added |
| Aviance Capital Partners, LLC | 679 | $722.9K | 0.08% | +103+17.9% | Added |
| Impact Partnership Wealth, LLC | 678 | $722.3K | 0.07% | +63+10.2% | Added |
| truNorth Financial Services, Inc. | 678 | $722.2K | 0.65% | +3+0.4% | Added |
| Aletheian Wealth Advisors LLC | 678 | $722.0K | 0.31% | +42+6.6% | Added |
| Doheny Asset Management | 677 | $721.0K | 0.42% | +50+8.0% | Added |
| Blalock Williams, LLC | 677 | $720.9K | 0.47% | +91+15.5% | Added |
| Human Investing LLC | 676 | $720.3K | 0.09% | +2+0.3% | Added |
| Ballast Advisors LLC | 676 | $719.9K | 0.17% | 00.0% | Unchanged |
| McDonald Partners LLC | 675 | $718.8K | 0.17% | +25+3.8% | Added |
| REAP Financial Group, LLC | 675 | $718.5K | 0.12% | −282−29.5% | Reduced |
| Nelson Capital Management, LLC | 673 | $716.7K | 0.08% | +135+25.1% | Added |
| Altfest L J & Co Inc | 671 | $714.7K | 0.07% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 670 | $713.5K | 0.14% | −70−9.5% | Reduced |
| Centerpoint Advisory Group | 670 | $713.5K | 0.45% | −25−3.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 670 | $713.5K | 0.22% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 670 | $713.0K | 0.14% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 669 | $711.9K | 0.07% | +37+5.9% | Added |
| Patron Partners Advisors, LLC | 668 | $711.4K | 0.27% | +148+28.5% | Added |
| Valtinson Bruner Financial Planning LLC | 666 | $709.5K | 0.18% | +10+1.5% | Added |
| Solidarilty Wealth, LLC | 666 | $709.2K | 0.12% | +20+3.1% | Added |
| Partners Wealth Management, LLC | 665 | $708.2K | 0.69% | −187−21.9% | Reduced |
| RFG Holdings, Inc. | 665 | $708.2K | 0.15% | +9+1.4% | Added |