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 |
|---|---|---|---|---|---|
| Innova Wealth Partners | 538 | $572.9K | 0.24% | +3+0.6% | Added |
| Financial Insights, Inc. | 537 | $571.3K | 0.15% | +8+1.5% | Added |
| Summit Financial Wealth Advisors, LLC | 536 | $570.6K | 0.07% | +88+19.6% | Added |
| Colonial River Wealth Management, LLC | 535 | $570.2K | 0.16% | −245−31.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 535 | $570.0K | 0.05% | +31+6.2% | Added |
| Ducere Wealth Management LLC | 535 | $569.8K | 0.17% | +45+9.2% | Added |
| AMG Asset Management Group, Inc. | 535 | $569.8K | 0.36% | +4+0.8% | Added |
| Aegis Wealth Management LLC | 535 | $569.7K | 0.27% | +535 | New |
| Storen Legacy Partners, LLC | 534 | $568.9K | 0.16% | +93+21.1% | Added |
| Fermata Advisors, LLC | 534 | $568.9K | 0.12% | +60+12.7% | Added |
| National Philanthropic Trust | 532 | $566.5K | 0.01% | +57+12.0% | Added |
| Saxon Interests, Inc. | 531 | $565.5K | 0.16% | −114−17.7% | Reduced |
| Miller Global Investments, LLC | 531 | $565.5K | 0.47% | +298+127.9% | Added |
| 9823 Capital, L.P. | 531 | $565.5K | 0.38% | +531 | New |
| Arvest Investments, Inc. | 530 | $564.4K | 0.07% | +7+1.3% | Added |
| IMG Wealth Management, Inc. | 530 | $564.4K | 0.31% | +12+2.3% | Added |
| BridgePort Financial Solutions, LLC | 527 | $561.4K | 0.14% | +3+0.6% | Added |
| CogentBlue Wealth Advisors, LLC | 527 | $561.2K | 0.32% | +9+1.7% | Added |
| Vance Wealth, Inc. | 525 | $559.1K | 0.13% | +116+28.4% | Added |
| Maimon Wealth Management Ltd. | 525 | $559.1K | 0.43% | +25+5.0% | Added |
| Integrity Financial Corp | 525 | $559.0K | 0.27% | 00.0% | Unchanged |
| Strategic Financial Partners, Ltd. | 524 | $558.9K | 0.21% | +51+10.8% | Added |
| Sharpepoint LLC | 523 | $557.2K | 0.28% | −12−2.2% | Reduced |
| Custos Family Office, LLC | 523 | $557.0K | 0.33% | −14−2.6% | Reduced |
| Entrust Financial LLC | 523 | $556.9K | 0.36% | −2−0.4% | Reduced |
| SGL Investment Advisors, Inc. | 664 | $556.2K | 0.19% | −54−7.5% | Reduced |
| Cypress Point Wealth Management, LLC | 522 | $555.9K | 0.11% | +522 | New |
| KWMG, LLC | 521 | $554.8K | 0.04% | +20+4.0% | Added |
| Shakespeare Wealth Management, Inc. | 521 | $554.6K | 0.15% | +1+0.2% | Added |
| WealthPoint Financial, LLC | 520 | $554.1K | 0.40% | −258−33.2% | Reduced |
| Chung Wu Investment Group, LLC | 520 | $553.7K | 0.36% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 520 | $553.4K | 0.12% | +6+1.2% | Added |
| Decision Investments, Inc | 519 | $552.7K | 0.50% | +5+1.0% | Added |
| Sage Rhino Capital LLC | 518 | $551.7K | 0.09% | −3−0.6% | Reduced |
| Advantage Trust Co | 518 | $551.6K | 0.19% | +370+250.0% | Added |
| Cambridge Financial Group, LLC | 517 | $551.0K | 0.17% | +7+1.4% | Added |
| Bond & Devick Financial Network, Inc. | 517 | $550.9K | 0.14% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 517 | $550.6K | 0.12% | +49+10.5% | Added |
| Mission Financial Group, LLC | 515 | $548.9K | 0.46% | +515 | New |
| Kendall Capital Management | 515 | $548.4K | 0.09% | −5−1.0% | Reduced |
| Round Rock Advisors, LLC | 515 | $548.4K | 0.07% | +15+3.0% | Added |
| Beto Financial Group, LLC | 634 | $548.0K | 0.29% | +10+1.6% | Added |
| Great Waters Wealth Management | 513 | $546.4K | 0.05% | +3+0.6% | Added |
| Cherry Tree Wealth Management, LLC | 511 | $544.2K | 0.10% | −34−6.2% | Reduced |
| Element Wealth, LLC | 510 | $542.6K | 0.20% | +5+1.0% | Added |
| Nvest Financial, LLC | 508 | $540.5K | 0.17% | +1+0.2% | Added |
| SC&H Financial Advisors, Inc. | 507 | $540.3K | 0.07% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 507 | $539.9K | 0.10% | +21+4.3% | Added |
| Kirtland Hills Capital Management, LLC | 506 | $539.3K | 0.15% | +52+11.5% | Added |
| Avenue 1 Advisors, LLC | 505 | $537.8K | 0.14% | −4−0.8% | Reduced |
| Sandro Wealth Management LLC | 504 | $537.0K | 0.39% | +49+10.8% | Added |
| Fonville Wealth Management LLC | 504 | $536.7K | 0.09% | +47+10.3% | Added |
| HF Advisory Group, LLC | 503 | $536.0K | 0.17% | −55−9.9% | Reduced |
| Hudson Value Partners, LLC | 503 | $535.6K | 0.13% | +3+0.6% | Added |
| EJMK Ventures LLC | 502 | $534.7K | 0.24% | +45+9.8% | Added |
| United Bank | 502 | $534.6K | 0.06% | −48−8.7% | Reduced |
| Alliance Wealth Advisors, LLC | 502 | $534.4K | 0.21% | +6+1.2% | Added |
| Keyvantage Wealth, LLC | 501 | $533.5K | 0.20% | +501 | New |
| New Paradigm Capital Management, LLC | 500 | $532.5K | 1.14% | −600−54.5% | Reduced |
| Hartree Partners, LP | 500 | $532.5K | 0.11% | −500−50.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 500 | $532.5K | 0.12% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 500 | $532.5K | 0.18% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 500 | $532.5K | 0.17% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 500 | $532.5K | 0.24% | 00.0% | Unchanged |
| Adirondack Capital Advisors, LLC | 500 | $532.5K | 0.29% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 500 | $532.0K | 0.14% | +49+10.9% | Added |
| Orin Green Financial, LLC | 499 | $531.4K | 0.20% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 498 | $530.2K | 0.14% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 496 | $528.2K | 0.04% | −10−2.0% | Reduced |
| Octavia Wealth Advisors, LLC | 495 | $527.5K | 0.05% | −23−4.4% | Reduced |
| Eddie Patel Inc | 495 | $527.2K | 0.32% | +1+0.2% | Added |
| Plan A Wealth LLC | 495 | $527.2K | 0.22% | −20−3.9% | Reduced |
| Sutton Place Investors LLC | 495 | $527.1K | 0.26% | −1−0.2% | Reduced |
| ETF Store, Inc. | 495 | $526.8K | 0.44% | +27+5.8% | Added |
| Owen LaRue, LLC | 493 | $525.1K | 0.18% | −9−1.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 493 | $525.0K | 0.04% | +50+11.3% | Added |
| Cherrydale Wealth Management, LLC | 493 | $524.5K | 0.14% | +1+0.2% | Added |
| Awm Capital, LLC | 492 | $524.1K | 0.04% | +27+5.8% | Added |
| Johnson Bixby & Associates, LLC | 492 | $523.9K | 0.06% | −2−0.4% | Reduced |
| Amplius Wealth Advisors, LLC | 492 | $523.9K | 0.04% | +492 | New |
| Blueshift Asset Management, LLC | 490 | $521.8K | 0.12% | −805−62.2% | Reduced |
| North Capital, Inc. | 490 | $521.8K | 0.39% | 00.0% | Unchanged |
| TD Capital Management LLC | 487 | $519.0K | 0.04% | −63−11.5% | Reduced |
| Pennington Partners & Co., LLC | 487 | $518.7K | 0.17% | +42+9.4% | Added |
| Napier Financial, LLC | 486 | $517.5K | 0.11% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 486 | $517.5K | 0.08% | −669−57.9% | Reduced |
| CFO4Life Group, LLC | 486 | $517.5K | 0.07% | +3+0.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 486 | $517.1K | 0.13% | −39−7.4% | Reduced |
| Tortoise Investment Management, LLC | 485 | $516.5K | 0.04% | +20+4.3% | Added |
| Wrenne Financial Planning LLC | 485 | $516.2K | 0.17% | 00.0% | Unchanged |
| Axecap Investments, LLC | 484 | $515.4K | 0.28% | +100+26.0% | Added |
| Shayne & Co., LLC | 483 | $514.6K | 0.15% | +1+0.2% | Added |
| Betterment LLC | 482 | $513.0K | 0.00% | −16−3.2% | Reduced |
| Seneca Financial Advisors LLC | 481 | $512.7K | 0.13% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 480 | $511.7K | 0.40% | +112+30.4% | Added |
| Weaver Consulting Group | 480 | $511.2K | 0.10% | −38−7.3% | Reduced |
| Carter Financial Group, INC. | 480 | $511.1K | 0.26% | −3−0.6% | Reduced |
| Fortis Capital Advisors, LLC | 478 | $509.4K | 0.06% | +7+1.5% | Added |
| Asio Capital, LLC | 477 | $508.0K | 0.07% | −89−15.7% | Reduced |
| Godfrey Financial Associates, Inc. | 475 | $505.8K | 0.39% | 00.0% | Unchanged |