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 |
|---|---|---|---|---|---|
| Concentrum Wealth Management | 588 | $626.6K | 0.15% | +63+12.0% | Added |
| Krane Financial Solutions LLC | 588 | $626.5K | 0.39% | +1+0.2% | Added |
| Stonebridge Financial Group, LLC | 588 | $626.0K | 0.42% | +35+6.3% | Added |
| Colorado Capital Management, Inc. | 587 | $625.0K | 0.21% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 584 | $621.9K | 0.48% | −115−16.5% | Reduced |
| Aspen Capital Management, LLC | 584 | $621.9K | 0.14% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 583 | $621.1K | 0.18% | −13−2.2% | Reduced |
| Red Wave Investments LLC | 583 | $621.0K | 0.16% | −53−8.3% | Reduced |
| Cheviot Value Management, LLC | 583 | $620.8K | 0.06% | −10−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 583 | $620.8K | 0.07% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 582 | $619.8K | 0.35% | +29+5.2% | Added |
| Balentine LLC | 582 | $619.8K | 0.02% | +133+29.6% | Added |
| IMA Wealth, Inc. | 581 | $618.7K | 0.04% | +409+237.8% | Added |
| Talisman Wealth Advisors LLC | 581 | $618.6K | 0.48% | +33+6.0% | Added |
| Financial Security Advisor, Inc. | 581 | $618.4K | 0.10% | +22+3.9% | Added |
| Integrity Advisory Solutions, LLC | 580 | $617.9K | 0.06% | +164+39.4% | Added |
| Bedminster, LLC | 580 | $617.6K | 0.53% | −20−3.3% | Reduced |
| Krane Funds Advisors LLC | 580 | $617.6K | 0.02% | +580 | New |
| Lifelong Wealth Advisors, Inc. | 579 | $617.0K | 0.15% | −56−8.8% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 708 | $616.7K | 0.37% | 00.0% | Unchanged |
| Main Street Group, LTD | 579 | $616.7K | 0.14% | −15−2.5% | Reduced |
| Oak Associates, Ltd | 579 | $616.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 579 | $616.6K | 0.16% | 00.0% | Unchanged |
| Affiance Financial, LLC | 578 | $616.5K | 0.09% | +23+4.1% | Added |
| Maia Wealth LLC | 579 | $616.3K | 0.09% | +29+5.3% | Added |
| Consilio Wealth Advisors, LLC | 576 | $613.4K | 0.15% | +9+1.6% | Added |
| Riverbend Wealth Management, LLC | 576 | $613.2K | 0.31% | −105−15.4% | Reduced |
| DKM Wealth Management, Inc. | 576 | $613.0K | 0.40% | −9−1.5% | Reduced |
| Arista Wealth Management, LLC | 575 | $612.3K | 0.07% | −130−18.4% | Reduced |
| Orion Investment Co | 575 | $612.3K | 0.18% | 00.0% | Unchanged |
| Win Advisors, Inc | 574 | $611.3K | 0.22% | +234+68.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 574 | $611.1K | 0.14% | −2−0.3% | Reduced |
| One Day In July LLC | 572 | $609.1K | 0.04% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 589 | $609.0K | 0.47% | −17−2.8% | Reduced |
| Henderson Brothers Financial Partners, LLC | 570 | $607.1K | 0.29% | −799−58.4% | Reduced |
| Madson Wealth Advisors Inc | 570 | $607.0K | 0.41% | +45+8.6% | Added |
| KWB Wealth | 570 | $606.6K | 0.05% | +21+3.8% | Added |
| Quantum Financial Partners LLC | 569 | $606.3K | 0.31% | +569 | New |
| Miller Financial Services LLC | 569 | $605.9K | 0.49% | −374−39.7% | Reduced |
| Ninepoint Partners LP | 568 | $604.9K | 0.05% | −268−32.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 567 | $603.8K | 0.14% | +518+1,057.1% | Added |
| Boothbay Fund Management, LLC | 566 | $602.7K | 0.01% | −9,963−94.6% | Reduced |
| Fortitude Family Office, LLC | 566 | $602.7K | 0.12% | −26−4.4% | Reduced |
| Estate Planners Group, LLC | 565 | $601.9K | 0.27% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 565 | $601.7K | 0.20% | −36−6.0% | Reduced |
| Consolidated Planning Corp | 564 | $600.6K | 0.08% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 564 | $600.6K | 0.17% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 563 | $599.5K | 0.03% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 563 | $598.0K | 0.22% | +4+0.7% | Added |
| Granite Harbor Advisors, Inc. | 561 | $597.4K | 0.24% | −46−7.6% | Reduced |
| Ifrah Financial Services, Inc. | 560 | $596.8K | 0.15% | −5−0.9% | Reduced |
| OMC Financial Services LTD | 560 | $596.3K | 0.20% | −95−14.5% | Reduced |
| McKinney Capital Management, LLC | 560 | $596.3K | 0.23% | +2+0.4% | Added |
| Tradewinds Capital Management, LLC | 559 | $595.8K | 0.11% | +30+5.7% | Added |
| McMillan Office, Inc. | 559 | $595.3K | 0.07% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 558 | $594.2K | 0.01% | −16−2.8% | Reduced |
| Motive Wealth Advisors | 558 | $594.2K | 0.24% | −15−2.6% | Reduced |
| Lynch & Associates | 558 | $594.2K | 0.10% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 557 | $593.1K | 1.84% | −16−2.8% | Reduced |
| IPG Investment Advisors LLC | 556 | $592.1K | 0.09% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 556 | $592.1K | 0.44% | +556 | New |
| Greenline Wealth Management LLC | 555 | $591.4K | 0.49% | +82+17.3% | Added |
| Beaird Harris Wealth Management, LLC | 555 | $591.0K | 0.04% | 00.0% | Unchanged |
| JLB & Associates Inc | 555 | $591.0K | 0.08% | +555 | New |
| Warren Street Wealth Advisors, LLC | 553 | $589.4K | 0.13% | +32+6.1% | Added |
| Blackston Financial Advisory Group, LLC | 553 | $589.0K | 0.33% | +59+11.9% | Added |
| St. Louis Trust Co | 1,952 | $588.9K | 0.16% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 553 | $588.9K | 0.19% | 00.0% | Unchanged |
| Mason & Associates Inc | 553 | $588.9K | 0.10% | −15−2.6% | Reduced |
| Tanager Wealth Management LLP | 553 | $588.9K | 0.05% | +44+8.6% | Added |
| Accuvest Global Advisors | 552 | $588.0K | 0.51% | +552 | New |
| Arlington Trust Co LLC | 552 | $587.8K | 0.05% | −20−3.5% | Reduced |
| Scott & Selber, Inc. | 550 | $585.7K | 0.12% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 550 | $585.7K | 0.13% | 00.0% | Unchanged |
| North Forty Two & Co. | 550 | $585.7K | 0.50% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 550 | $585.7K | 0.19% | +450+450.0% | Added |
| Optivise Advisory Services LLC | 549 | $584.9K | 0.30% | −323−37.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 549 | $584.8K | 0.23% | +16+3.0% | Added |
| Phillips Financial Management, LLC | 549 | $584.6K | 0.04% | −49−8.2% | Reduced |
| Carson Advisory Inc. | 548 | $583.6K | 0.27% | +6+1.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 548 | $583.4K | 0.13% | +30+5.8% | Added |
| Carbahal Olsen Financial Services Group, LLC | 546 | $581.8K | 0.40% | −82−13.1% | Reduced |
| Ipsen Advisor Group LLC | 545 | $580.0K | 0.37% | −13−2.3% | Reduced |
| Addison Advisors LLC | 543 | $578.2K | 0.27% | −1,460−72.9% | Reduced |
| Wellington-Altus USA Inc. | 815 | $577.4K | 0.42% | −138−14.5% | Reduced |
| Prentice Wealth Management LLC | 542 | $577.2K | 0.12% | −72−11.7% | Reduced |
| Halter Ferguson Financial Inc. | 542 | $577.2K | 0.09% | −37−6.4% | Reduced |
| Princeton Global Asset Management LLC | 541 | $576.4K | 0.08% | −98−15.3% | Reduced |
| Acorn Creek Capital LLC | 541 | $576.3K | 0.19% | −14−2.5% | Reduced |
| Sound Financial Strategies Group, LLC | 541 | $576.1K | 0.37% | −6−1.1% | Reduced |
| Dover Advisors, LLC | 1,005 | $575.7K | 0.24% | +208+26.1% | Added |
| Clarendon Private LLC | 541 | $575.6K | 0.37% | +33+6.5% | Added |
| MN Wealth Advisors, LLC | 540 | $575.2K | 0.24% | +62+13.0% | Added |
| North Dallas Bank & Trust Co | 540 | $575.0K | 0.34% | −43−7.4% | Reduced |
| Objective Capital Management, LLC | 540 | $575.0K | 0.51% | −112−17.2% | Reduced |
| Alpha Omega Wealth Management LLC | 540 | $575.0K | 0.09% | −27−4.8% | Reduced |
| Parvin Asset Management, LLC | 540 | $575.0K | 0.46% | +40+8.0% | Added |
| Intelligence Driven Advisers, LLC | 540 | $574.8K | 0.09% | +135+33.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 539 | $573.9K | 0.02% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 538 | $573.0K | 0.30% | −555−50.8% | Reduced |