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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 474 | $505.2K | 0.17% | 00.0% | Unchanged |
| Lincoln Capital Corp | 474 | $504.8K | 0.16% | −27−5.4% | Reduced |
| First Long Island Investors, LLC | 474 | $504.8K | 0.04% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 473 | $503.7K | 0.09% | 00.0% | Unchanged |
| Planning Directions Inc | 472 | $503.1K | 0.23% | 00.0% | Unchanged |
| Tannin Capital LLC | 472 | $502.6K | 0.33% | −198−29.6% | Reduced |
| Junk Investment Group, LLC | 472 | $502.3K | 0.22% | +1+0.2% | Added |
| V. M. Manning & Co., Inc. | 472 | $502.2K | 0.43% | +472 | New |
| TradeWell Securities, LLC. | 471 | $502.0K | 0.18% | −102−17.8% | Reduced |
| LeClair Wealth Partners LLC | 471 | $501.8K | 0.26% | +471 | New |
| Steinberganna Wealth Management | 471 | $501.6K | 0.20% | −26−5.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 471 | $501.6K | 0.12% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 471 | $501.0K | 0.18% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 470 | $500.5K | 0.32% | −215−31.4% | Reduced |
| ProVise Management Group, LLC | 470 | $500.5K | 0.03% | −1−0.2% | Reduced |
| LongView Wealth Management | 469 | $499.4K | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 467 | $497.3K | 0.22% | +62+15.3% | Added |
| GSG Advisors LLC | 467 | $497.3K | 0.11% | +19+4.2% | Added |
| Idaho Trust Bank | 467 | $497.3K | 0.15% | −40−7.9% | Reduced |
| Magnolia Private Wealth, LLC | 466 | $496.2K | 0.27% | +38+8.9% | Added |
| Walker Asset Management, LLC | 466 | $496.2K | 0.25% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 466 | $496.1K | 0.23% | −17−3.5% | Reduced |
| LCM Capital Management Inc | 465 | $495.2K | 0.22% | +66+16.5% | Added |
| Ulland Investment Advisors, LLC | 465 | $495.0K | 0.37% | +115+32.9% | Added |
| Marshall Financial Group LLC | 464 | $494.3K | 0.07% | +11+2.4% | Added |
| Matters Capital LLC | 464 | $494.1K | 0.35% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 464 | $493.6K | 0.23% | −6−1.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 463 | $493.0K | 0.10% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 462 | $492.0K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 462 | $492.0K | 0.11% | +280+153.8% | Added |
| Mosaic Financial Group, LLC | 460 | $490.0K | 0.31% | +1+0.2% | Added |
| Talbot Financial, LLC | 459 | $489.1K | 0.04% | +459 | New |
| Schaeffer Financial LLC | 458 | $487.6K | 0.38% | +1+0.2% | Added |
| Semus Wealth Partners LLC | 457 | $487.0K | 0.24% | +44+10.7% | Added |
| Marotta Asset Management | 491 | $486.8K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 456 | $485.9K | 0.09% | −17−3.6% | Reduced |
| Floyd Financial Group LLC | 520 | $484.9K | 0.32% | −13−2.4% | Reduced |
| Heritage Wealth Management, Inc. | 455 | $484.5K | 0.24% | +15+3.4% | Added |
| CoreFirst Bank & Trust | 454 | $483.5K | 0.24% | −10−2.2% | Reduced |
| Brown Wealth Management, LLC | 454 | $483.5K | 0.11% | +20+4.6% | Added |
| Kroeger Financial Partners | 454 | $483.5K | 0.47% | +454 | New |
| Sovereign Investment Advisors, LLC | 452 | $481.3K | 0.09% | −50−10.0% | Reduced |
| StoryOne LLC | 451 | $480.3K | 0.23% | +451 | Added |
| Wilian Securities, LLC | 450 | $479.5K | 0.28% | +110+32.4% | Added |
| Lexington Hill Partners, LLC | 450 | $479.5K | 0.23% | −219−32.7% | Reduced |
| Ironwood Investment Management LLC | 450 | $479.2K | 0.17% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 450 | $479.2K | 0.26% | 00.0% | Unchanged |
| Peoples Bank | 450 | $479.2K | 0.25% | +42+10.3% | Added |
| Schwallier Wealth Management LLC | 450 | $479.1K | 0.30% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 449 | $478.1K | 0.25% | +15+3.5% | Added |
| Cushing Capital Partners, LLC | 449 | $478.0K | 0.33% | +2+0.4% | Added |
| Discipline Wealth Solutions, LLC | 449 | $477.8K | 0.04% | +1+0.2% | Added |
| Private Wealth Management Group, LLC | 448 | $477.1K | 0.11% | +251+127.4% | Added |
| Verity & Verity, LLC | 448 | $477.1K | 0.03% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 448 | $477.1K | 0.38% | +7+1.6% | Added |
| Hobart Private Capital, LLC | 448 | $477.1K | 0.08% | +65+17.0% | Added |
| Morton Community Bank | 447 | $476.0K | 0.10% | −72−13.9% | Reduced |
| Piscataqua Savings Bank | 446 | $474.9K | 0.32% | 00.0% | Unchanged |
| Blue Sky Capital Consultants Group, Inc. | 444 | $472.8K | 0.20% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 444 | $472.8K | 0.16% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 443 | $471.8K | 0.38% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 441 | $469.6K | 0.09% | +14+3.3% | Added |
| Owl Creek Wealth Partners LLC | 441 | $469.6K | 0.14% | +52+13.4% | Added |
| Financial Solutions Advisory Group, Inc. | 500 | $469.2K | 0.06% | −120−19.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 440 | $469.0K | 0.22% | −15−3.3% | Reduced |
| ACT Advisors, LLC. | 440 | $469.0K | 0.16% | +15+3.5% | Added |
| Kirr Marbach & Co LLC | 440 | $468.6K | 0.08% | 00.0% | Unchanged |
| Foronjy Financial LLC | 440 | $468.5K | 0.17% | −19−4.1% | Reduced |
| Hourglass Capital, LLC | 437 | $465.4K | 0.09% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 437 | $465.4K | 0.39% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 437 | $465.4K | 0.13% | +28+6.8% | Added |
| Prasad Wealth Partners, LLC | 437 | $464.9K | 0.11% | +1+0.2% | Added |
| Wisconsin Wealth Advisors, LLC | 436 | $464.3K | 0.40% | −7−1.6% | Reduced |
| Curated Wealth Partners LLC | 436 | $464.3K | 0.05% | +436 | New |
| Pine Harbor Wealth Management, LLC | 436 | $464.3K | 0.12% | 00.0% | Unchanged |
| Next Capital Management LLC | 435 | $463.2K | 0.13% | −100−18.7% | Reduced |
| Entelevest, LLC | 435 | $463.2K | 0.41% | +26+6.4% | Added |
| Rasp Wealth Solutions, LLC | 433 | $461.5K | 0.15% | +433 | New |
| GGM Financials LLC | 433 | $461.4K | 0.17% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 433 | $461.1K | 0.11% | +433 | New |
| Successful Portfolios LLC | 488 | $460.8K | 0.22% | −9−1.8% | Reduced |
| AGH Wealth Advisors, LLC | 432 | $460.0K | 0.29% | +64+17.4% | Added |
| Wealth Advisory Solutions, LLC | 432 | $460.0K | 0.09% | −1−0.2% | Reduced |
| Rockbridge Investment Management, LCC | 432 | $459.8K | 0.04% | +9+2.1% | Added |
| Hibernia Wealth Partners, LLC | 432 | $459.7K | 0.25% | −243−36.0% | Reduced |
| Cornerstone Capital, Inc. | 430 | $457.9K | 0.04% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 429 | $457.0K | 0.08% | +22+5.4% | Added |
| Ariadne Wealth Management, LP | 428 | $455.8K | 0.20% | +428 | New |
| Investment Planning Advisors, Inc. | 428 | $455.4K | 0.11% | +82+23.7% | Added |
| Emerald Advisors, LLC | 427 | $454.8K | 0.06% | +3+0.7% | Added |
| Autumn Glory Partners, LLC | 427 | $454.7K | 0.13% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 425 | $453.1K | 0.06% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 425 | $452.4K | 0.06% | 00.0% | Unchanged |
| Foundry Financial LLC | 422 | $449.5K | 0.15% | +6+1.4% | Added |
| Brio Consultants, LLC | 422 | $449.4K | 0.05% | +21+5.2% | Added |
| Holcombe Financial, Inc. | 422 | $449.4K | 0.25% | +422 | New |
| Asset Allocation Strategies LLC | 422 | $449.2K | 0.07% | +24+6.0% | Added |
| Gordian Advisors LLC | 421 | $448.1K | 0.26% | +1+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 421 | $448.1K | 0.21% | +91+27.6% | Added |
| Reston Wealth Management LLC | 421 | $448.0K | 0.12% | +6+1.4% | Added |