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 |
|---|---|---|---|---|---|
| Private Client Services, LLC | 665 | $707.9K | 0.19% | +188+39.4% | Added |
| Freedom Financial Partners LLC | 664 | $707.3K | 0.23% | −100−13.1% | Reduced |
| Cyr Financial Inc. | 663 | $706.3K | 0.37% | +3+0.5% | Added |
| Mayport, LLC | 663 | $706.0K | 0.11% | −41−5.8% | Reduced |
| Orgel Wealth Management, LLC | 663 | $706.0K | 0.01% | −3−0.5% | Reduced |
| TSA Wealth Managment LLC | 661 | $703.9K | 0.20% | +64+10.7% | Added |
| Adkins Seale Capital Management LLC | 660 | $702.8K | 0.63% | −38−5.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 659 | $701.5K | 0.05% | +659 | New |
| REYL & Cie S.A. | 985 | $699.7K | 0.81% | +985 | New |
| Tower Wealth Partners, Inc. | 657 | $699.6K | 0.35% | −2−0.3% | Reduced |
| KDT Advisors, LLC | 657 | $699.6K | 0.97% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 656 | $699.1K | 0.06% | −354−35.0% | Reduced |
| Ballew Advisors, Inc | 724 | $697.5K | 0.36% | −11−1.5% | Reduced |
| First Commonwealth Financial Corp | 655 | $697.5K | 0.10% | −1,852−73.9% | Reduced |
| Westco Advisory Services Inc | 655 | $697.5K | 0.42% | −110−14.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 653 | $695.6K | 0.16% | +158+31.9% | Added |
| GEM Asset Management, LLC | 649 | $691.4K | 0.27% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 648 | $690.1K | 0.40% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 648 | $690.1K | 0.17% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 648 | $690.1K | 0.23% | +70+12.1% | Added |
| Washington Trust Bank | 647 | $689.0K | 0.05% | −157−19.5% | Reduced |
| Wealthcare Capital Partners, LLC | 646 | $688.2K | 0.28% | +1+0.2% | Added |
| Financial Planning Hawaii, Inc. | 646 | $687.9K | 0.37% | −60−8.5% | Reduced |
| Flatrock Wealth Partners LLC | 646 | $687.6K | 0.27% | +13+2.1% | Added |
| Morton Capital Management LLC | 646 | $687.4K | 0.09% | −38−5.6% | Reduced |
| Cannon Financial Strategists, Inc. | 645 | $686.9K | 0.08% | +645 | New |
| Optima Capital LLC | 643 | $684.7K | 0.27% | +2+0.3% | Added |
| GLR Partners, LLC | 642 | $683.7K | 0.32% | −9−1.4% | Reduced |
| LifeGoal Wealth Advisors | 642 | $683.7K | 0.31% | +64+11.1% | Added |
| Fjell Capital, LLC | 641 | $682.6K | 0.47% | +199+45.0% | Added |
| Strategic Financial Concepts, LLC | 640 | $681.8K | 0.20% | +69+12.1% | Added |
| S Harris Financial Group, LLC | 640 | $681.6K | 0.53% | −40−5.9% | Reduced |
| Virtue Capital Management, LLC | 638 | $679.4K | 0.09% | −673−51.3% | Reduced |
| Good Steward Wealth Advisors,LLC | 635 | $676.2K | 0.41% | −267−29.6% | Reduced |
| OneAscent Investment Solutions LLC | 635 | $676.2K | 0.64% | +55+9.5% | Added |
| Landmark Wealth Management, Inc. | 633 | $674.1K | 0.22% | +133+26.6% | Added |
| Sather Financial Group Inc | 633 | $674.1K | 0.04% | +633 | New |
| Hilltop Partners LLC | 633 | $673.9K | 0.16% | +42+7.1% | Added |
| Meritas Wealth Management, LLC | 632 | $673.0K | 0.26% | 00.0% | Unchanged |
| Saranac Partners Ltd | 632 | $673.0K | 0.22% | +632 | New |
| Beacon Capital Management, LLC | 631 | $672.4K | 0.10% | −34−5.1% | Reduced |
| Cascade Financial Partners, LLC | 631 | $672.0K | 0.06% | −16−2.5% | Reduced |
| Omnia Family Wealth, LLC | 631 | $672.0K | 0.18% | −5−0.8% | Reduced |
| Next Level Wealth Planning, LLC | 630 | $670.9K | 0.30% | 00.0% | Unchanged |
| DORVAL Corp | 630 | $670.9K | 0.19% | +130+26.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 629 | $669.8K | 0.24% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 629 | $669.8K | 0.02% | −2−0.3% | Reduced |
| Permanens Capital L.P. | 628 | $668.8K | 0.07% | +628 | New |
| Traub Capital Management LLC | 627 | $668.0K | 0.60% | −90−12.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 626 | $666.3K | 0.25% | 00.0% | Unchanged |
| Private Management Group Inc | 625 | $665.7K | 0.02% | −7−1.1% | Reduced |
| Baxter Bros Inc | 625 | $665.6K | 0.08% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 624 | $664.5K | 0.11% | +20+3.3% | Added |
| Foguth Wealth Management, LLC. | 769 | $664.4K | 0.08% | +19+2.5% | Added |
| Bank of New Hampshire | 623 | $663.4K | 0.14% | 00.0% | Unchanged |
| Invested Advisors | 622 | $662.4K | 0.59% | −19−3.0% | Reduced |
| Rede Wealth, LLC | 622 | $661.9K | 0.22% | −24−3.7% | Reduced |
| E6 Portfolios, LLC | 620 | $659.7K | 0.53% | +11+1.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 619 | $659.0K | 0.03% | 00.0% | Unchanged |
| one8zero8, LLC | 619 | $658.6K | 0.13% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 808 | $658.0K | 0.43% | +808 | New |
| McLean Asset Management Corp | 806 | $657.1K | 0.09% | −17−2.1% | Reduced |
| CAP Partners, LLC | 617 | $656.9K | 0.32% | −70−10.2% | Reduced |
| Wiregrass Investment Management LLC | 615 | $655.2K | 0.45% | −221−26.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 615 | $654.9K | 0.14% | +24+4.1% | Added |
| Peak Retirement Planning, Inc. | 614 | $654.1K | 0.10% | +20+3.4% | Added |
| Clarus Group, Inc. | 614 | $654.0K | 0.22% | +1+0.2% | Added |
| Hall Capital Management Co Inc | 613 | $652.8K | 0.20% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 733 | $652.2K | 0.37% | +183+33.3% | Added |
| Conscious Wealth Investments, LLC | 732 | $651.5K | 0.33% | +74+11.2% | Added |
| Capital Counsel LLC | 611 | $650.7K | 0.03% | 00.0% | Unchanged |
| Quantessence Capital LLC | 610 | $649.6K | 1.91% | +610 | New |
| Capital City Trust Co | 609 | $648.5K | 0.13% | +300+97.1% | Added |
| Piedmont Capital Management, LLC | 608 | $647.5K | 0.40% | +155+34.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 608 | $647.2K | 0.39% | −4−0.7% | Reduced |
| Kapstone Financial Advisors LLC | 607 | $646.4K | 0.27% | 00.0% | Unchanged |
| Crane Advisory, LLC | 737 | $646.2K | 0.09% | +1+0.1% | Added |
| Alternative Investment Advisors, LLC. | 606 | $645.6K | 0.25% | +12+2.0% | Added |
| Unison Asset Management LLC | 606 | $645.3K | 0.26% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 605 | $644.3K | 0.54% | +305+101.7% | Added |
| Bernicke Wealth Management, Ltd. | 604 | $643.4K | 0.07% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 603 | $642.1K | 0.20% | −273−31.2% | Reduced |
| Collaborative Fund Advisors, LLC | 601 | $640.0K | 0.37% | −18−2.9% | Reduced |
| Correct Capital Wealth Management | 601 | $640.0K | 0.11% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 601 | $640.0K | 0.05% | +12+2.0% | Added |
| Yarger Wealth Strategies, LLC | 672 | $639.8K | 0.23% | +20+3.1% | Added |
| Tolleson Wealth Management, Inc. | 600 | $638.9K | 0.09% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 600 | $638.9K | 0.36% | 00.0% | Unchanged |
| Wealthquest Corp | 600 | $638.9K | 0.04% | +162+37.0% | Added |
| Convergence Investment Partners, LLC | 599 | $637.4K | 0.06% | −107−15.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 599 | $637.4K | 0.19% | +56+10.3% | Added |
| MKT Advisors LLC | 678 | $637.1K | 0.20% | +6+0.9% | Added |
| Townsend & Associates, Inc | 734 | $634.2K | 0.05% | −31−4.1% | Reduced |
| Coston, McIsaac & Partners | 596 | $634.0K | 0.13% | +59+11.0% | Added |
| Integral Investment Advisors, Inc. | 595 | $633.7K | 0.14% | +8+1.4% | Added |
| Argentarii, LLC | 749 | $631.7K | 0.19% | +61+8.9% | Added |
| TrustWell Financial Advisors, LLC | 593 | $631.5K | 0.54% | +2+0.3% | Added |
| Brightwater Advisory LLC | 592 | $630.2K | 0.40% | −21−3.4% | Reduced |
| M1 Capital Management LLC | 591 | $629.4K | 0.23% | −141−19.3% | Reduced |
| Value Investment Professionals, LLC | 590 | $628.4K | 0.53% | +1+0.2% | Added |