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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| TABR Capital Management, LLC | 419 | $445.9K | 0.38% | +20+5.0% | Added |
| Panoramic Capital Partners, LLC | 417 | $444.1K | 0.21% | −262−38.6% | Reduced |
| Renasant Bank | 417 | $444.1K | 0.29% | −116−21.8% | Reduced |
| GW&K Investment Management, LLC | 416 | $443.0K | 0.00% | −8−1.9% | Reduced |
| Invenio Wealth Partners LLC | 416 | $443.0K | 0.16% | −101−19.5% | Reduced |
| Tucker Asset Management LLC | 416 | $443.0K | 0.11% | +19+4.8% | Added |
| Rubicon Advisors, GP | 416 | $443.0K | 0.32% | −10−2.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 415 | $442.4K | 0.30% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 415 | $441.9K | 0.06% | +4+1.0% | Added |
| Strata Wealth Advisors, LLC | 415 | $441.9K | 0.11% | +35+9.2% | Added |
| LightSquare Wealth Management, LLC | 415 | $441.6K | 0.30% | +6+1.5% | Added |
| Renaissance Investment Group LLC | 414 | $440.9K | 0.09% | −20−4.6% | Reduced |
| MOR Wealth Management, LLC | 414 | $440.9K | 0.18% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 414 | $440.9K | 0.10% | +135+48.4% | Added |
| Cape Investment Advisory, Inc. | 414 | $440.9K | 0.12% | +8+2.0% | Added |
| Turning Point Benefit Group, Inc. | 415 | $440.5K | 0.19% | +30+7.8% | Added |
| Hollow Brook Wealth Management LLC | 412 | $438.7K | 0.09% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 412 | $438.7K | 0.25% | +12+3.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 412 | $438.7K | 0.12% | −199−32.6% | Reduced |
| Brown Financial Advisory | 410 | $436.7K | 0.18% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 409 | $435.6K | 0.22% | −21−4.9% | Reduced |
| Northern Capital Management, Inc. | 406 | $432.7K | 0.18% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 406 | $432.4K | 0.07% | +6+1.5% | Added |
| First PREMIER Bank | 406 | $432.0K | 0.07% | −70−14.7% | Reduced |
| Tenzing Financial LLC | 445 | $431.6K | 0.30% | +6+1.4% | Added |
| Horizon Bancorp Inc | 404 | $430.0K | 0.20% | −24−5.6% | Reduced |
| Welch Financial Planning, LLC | 403 | $429.3K | 0.25% | +403 | New |
| Pavion Blue Capital, LLC | 403 | $429.2K | 0.17% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 403 | $429.2K | 0.49% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 403 | $429.2K | 0.06% | +403 | New |
| Gallacher Capital Management LLC | 403 | $429.0K | 0.24% | −118−22.6% | Reduced |
| Fortress Financial Group, LLC | 403 | $428.8K | 0.21% | +1+0.2% | Added |
| My Personal CFO, LLC | 402 | $428.1K | 0.17% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 402 | $428.1K | 0.19% | +2+0.5% | Added |
| White Knight Strategic Wealth Advisors, LLC | 402 | $428.1K | 0.30% | +2+0.5% | Added |
| Abner Herrman & Brock LLC | 402 | $428.0K | 0.04% | +61+17.9% | Added |
| NWM Advisors, LLC | 401 | $427.0K | 0.34% | 00.0% | Unchanged |
| Sig Brokerage, LP | 401 | $427.0K | 0.07% | +401 | New |
| Abound Wealth Management | 400 | $426.2K | 0.08% | −39−8.9% | Reduced |
| Duncker Streett & Co Inc | 400 | $426.1K | 0.07% | −12−2.9% | Reduced |
| Granite Bay Wealth Management, LLC | 400 | $426.0K | 0.04% | +400 | New |
| Great Point Wealth Advisors, LLC | 400 | $426.0K | 0.07% | +6+1.5% | Added |
| Banque Pictet & Cie SA | 400 | $426.0K | 0.00% | −937−70.1% | Reduced |
| Proffitt & Goodson Inc | 400 | $426.0K | 0.06% | 00.0% | Unchanged |
| Parthenon LLC | 400 | $426.0K | 0.04% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 400 | $426.0K | 0.29% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 400 | $426.0K | 0.08% | 00.0% | Unchanged |
| Benningfield Financial Advisors, LLC | 400 | $426.0K | 0.32% | 00.0% | Unchanged |
| Agp Franklin, LLC | 400 | $426.0K | 0.18% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $426.0K | 0.20% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 399 | $424.9K | 0.24% | +399 | New |
| Summit Wealth Group, LLC | 399 | $424.9K | 0.09% | −62−13.4% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 398 | $423.8K | 0.04% | +77+24.0% | Added |
| Rodgers & Associates, LTD | 398 | $423.7K | 0.04% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 397 | $423.1K | 0.08% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 397 | $423.0K | 0.03% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 397 | $422.8K | 0.07% | +397 | New |
| Headinvest, LLC | 396 | $421.7K | 0.08% | +38+10.6% | Added |
| Hidden Cove Wealth Management, LLC | 396 | $421.7K | 0.23% | +69+21.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 396 | $421.7K | 0.03% | +396 | New |
| Wealthedge Investment Advisors, LLC | 395 | $421.4K | 0.14% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 395 | $420.6K | 0.25% | +23+6.2% | Added |
| Buska Wealth Management, LLC | 394 | $419.6K | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 393 | $418.1K | 0.05% | +7+1.8% | Added |
| Vilga Financial Planning LLC | 392 | $417.4K | 0.32% | −4−1.0% | Reduced |
| NDWM LLC | 392 | $417.4K | 0.25% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 392 | $417.0K | 0.11% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 391 | $416.4K | 0.24% | −46−10.5% | Reduced |
| William Mack & Associates, Inc. | 391 | $416.0K | 0.15% | +391 | New |
| Bolthouse Investments, LLC | 391 | $415.9K | 0.34% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 390 | $415.3K | 0.06% | +10+2.6% | Added |
| JM2 Capital Inc. | 387 | $412.3K | 0.28% | −5−1.3% | Reduced |
| FMB Wealth Management | 387 | $412.2K | 0.15% | +4+1.0% | Added |
| Austin Asset Management Co Inc | 387 | $412.0K | 0.06% | −227−37.0% | Reduced |
| Fortis Group Advisors, LLC | 386 | $411.4K | 0.07% | −10−2.5% | Reduced |
| Clear Wave Wealth Management LLC | 386 | $411.1K | 0.09% | +32+9.0% | Added |
| Ssa Swiss Advisors AG | 385 | $410.0K | 0.15% | +385 | New |
| Conservest Capital Advisors, Inc. | 385 | $409.5K | 0.03% | +23+6.4% | Added |
| Ruedi Wealth Management, Inc. | 384 | $409.1K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 384 | $408.9K | 0.13% | −2−0.5% | Reduced |
| Tortuga Wealth Management, Inc | 384 | $408.9K | 0.31% | +4+1.1% | Added |
| IAG Wealth Partners, LLC | 383 | $407.9K | 0.04% | −20−5.0% | Reduced |
| Ames National Corp | 383 | $407.9K | 0.22% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 382 | $406.4K | 0.12% | +382 | New |
| Iron Financial, LLC | 380 | $404.7K | 0.17% | +2+0.5% | Added |
| Prelude Capital Management, LLC | 380 | $404.7K | 0.03% | −433−53.3% | Reduced |
| Michael Brady & Co., LLC | 380 | $404.7K | 0.36% | −20−5.0% | Reduced |
| Strategic Financial Group, LLC | 380 | $404.7K | 0.39% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 379 | $403.6K | 0.14% | −12−3.1% | Reduced |
| ForthRight Wealth Management, LLC | 378 | $402.5K | 0.10% | −43−10.2% | Reduced |
| Northstar Asset Management Inc | 378 | $402.5K | 0.12% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 376 | $400.4K | 0.10% | +65+20.9% | Added |
| Pursuit Wealth Strategies, LLC | 375 | $399.8K | 0.52% | −5−1.3% | Reduced |
| KRS Capital Management, LLC | 375 | $399.7K | 0.19% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 374 | $398.5K | 0.08% | +21+5.9% | Added |
| Silver Lake Advisory, LLC | 374 | $397.9K | 0.14% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 373 | $397.7K | 0.11% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 373 | $397.3K | 0.09% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 373 | $397.2K | 0.17% | 00.0% | Unchanged |
| OakTrust Wealth Advisors, LLC | 373 | $397.2K | 0.34% | 00.0% | Unchanged |