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 |
|---|---|---|---|---|---|
| J. M. Brown & Associates Inc. | 373 | $396.9K | 0.23% | +373 | New |
| Port Capital LLC | 372 | $396.1K | 0.02% | +372 | New |
| First National Advisers, LLC | 372 | $396.1K | 0.06% | +372 | New |
| Financial Harvest, LLC | 372 | $395.9K | 0.16% | +84+29.2% | Added |
| Schmidt P J Investment Management Inc | 371 | $395.1K | 0.06% | −95−20.4% | Reduced |
| Boomfish Wealth Group, LLC | 371 | $395.1K | 0.18% | +17+4.8% | Added |
| Marietta Wealth Management, LLC | 371 | $395.1K | 0.04% | +371 | New |
| R2 Capital Strategies, LLC | 370 | $394.3K | 0.18% | +370 | New |
| Investment Advisory Group, LLC | 370 | $394.3K | 0.09% | +37+11.1% | Added |
| Madden Securities Corp | 370 | $394.0K | 0.11% | 00.0% | Unchanged |
| Navalign, LLC | 370 | $394.0K | 0.09% | 00.0% | Unchanged |
| BCO Wealth Management LLC | 370 | $394.0K | 0.21% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 370 | $394.0K | 0.03% | 00.0% | Unchanged |
| Exeter Financial, LLC | 370 | $393.6K | 0.15% | +1+0.3% | Added |
| LVZ Advisors, Inc. | 369 | $393.2K | 0.04% | +30+8.8% | Added |
| Access Financial Services, Inc. | 369 | $392.6K | 0.13% | 00.0% | Unchanged |
| Ruggiero Investments, Inc. | 368 | $391.9K | 0.33% | −9−2.4% | Reduced |
| WESPAC Advisors, LLC | 368 | $391.9K | 0.19% | −6−1.6% | Reduced |
| Topsail Wealth Management, LLC | 367 | $390.8K | 0.05% | +1+0.3% | Added |
| Oxler Private Wealth LLC | 366 | $389.8K | 0.11% | 00.0% | Unchanged |
| Lane Brothers & Co Inc | 365 | $388.7K | 0.25% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 365 | $388.3K | 0.18% | +22+6.4% | Added |
| LM Advisors LLC | 365 | $388.0K | 0.04% | +107+41.5% | Added |
| BTG Pactual Asset Management US LLC | 364 | $387.6K | 0.03% | +364 | New |
| Madrona Financial Services, LLC | 364 | $387.3K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 363 | $386.6K | 0.26% | −124−25.5% | Reduced |
| Lake Street Financial LLC | 362 | $386.1K | 0.04% | +25+7.4% | Added |
| PW Nova Financial Services LLC | 362 | $385.5K | 0.08% | −59−14.0% | Reduced |
| Quaker Wealth Management, LLC | 362 | $385.5K | 0.11% | +1+0.3% | Added |
| RWM Asset Management, LLC | 472 | $384.6K | 0.05% | −282−37.4% | Reduced |
| Cornerstone Enterprises, LLC | 361 | $384.4K | 0.18% | 00.0% | Unchanged |
| Waystone Advisors LLC | 360 | $383.4K | 0.29% | +77+27.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 621 | $383.1K | 0.12% | −629−50.3% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 359 | $382.3K | 0.16% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 359 | $382.3K | 0.19% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 357 | $380.2K | 0.06% | −3,643−91.1% | Reduced |
| Cogent Private Wealth, Inc. | 357 | $380.2K | 0.24% | +10+2.9% | Added |
| Cedarwood Wealth LLC | 356 | $379.3K | 0.29% | +47+15.2% | Added |
| Heritage Investment Group, Inc. | 356 | $379.1K | 0.05% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 355 | $378.4K | 0.11% | −7−1.9% | Reduced |
| Diversified Portfolios, Inc. | 355 | $378.0K | 0.03% | −215−37.7% | Reduced |
| TPG Advisors LLC | 354 | $377.0K | 0.21% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 354 | $377.0K | 0.30% | +3+0.9% | Added |
| V2 Financial group LLC | 353 | $376.1K | 0.14% | 00.0% | Unchanged |
| TL Private Wealth | 400 | $376.0K | 0.14% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 353 | $375.9K | 0.11% | +353 | New |
| Sierra Ocean, LLC | 353 | $375.6K | 0.26% | −8−2.2% | Reduced |
| Bauman Advisory Group, LLC | 352 | $375.0K | 0.20% | +352 | New |
| Founders Capital Management, LLC | 352 | $374.8K | 0.06% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 352 | $374.8K | 0.02% | +19+5.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 352 | $374.8K | 0.04% | +207+142.8% | Added |
| Inlet Private Wealth, LLC | 352 | $374.5K | 0.09% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 351 | $373.8K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 351 | $373.8K | 0.12% | 00.0% | Unchanged |
| Centiva Capital, LP | 351 | $373.8K | 0.01% | +51+17.0% | Added |
| Bull Street Advisors, LLC | 350 | $373.0K | 0.17% | 00.0% | Unchanged |
| Aufman Associates Inc | 350 | $372.7K | 0.15% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 350 | $372.7K | 0.15% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 350 | $372.7K | 0.20% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 350 | $372.7K | 0.07% | +182+108.3% | Added |
| N10 Wealth, LLC | 350 | $372.7K | 0.13% | +350 | New |
| N10 Assets, LLC | 350 | $372.7K | 0.16% | +350 | New |
| Everest Financial Group LLC | 349 | $371.3K | 0.05% | +54+18.3% | Added |
| Cim, LLC | 348 | $370.5K | 0.05% | +1+0.3% | Added |
| Allied Private Wealth LLC | 390 | $370.4K | 0.24% | +390 | New |
| Clearwave Capital, LLC | 347 | $369.5K | 0.20% | +1+0.3% | Added |
| HighMark Wealth Management LLC | 345 | $367.6K | 0.12% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 345 | $367.3K | 0.13% | −1,441−80.7% | Reduced |
| Park Capital Management, LLC | 344 | $366.7K | 0.22% | +3+0.9% | Added |
| Sylvest Advisors, LLC | 344 | $366.2K | 0.17% | −33−8.8% | Reduced |
| Aspire Capital Advisors LLC | 343 | $365.5K | 0.07% | +5+1.5% | Added |
| Fedenia Advisers LLC | 343 | $365.3K | 0.09% | −1−0.3% | Reduced |
| CLG LLC | 343 | $365.2K | 0.08% | +343 | New |
| Meramec Financial Planners, LLC | 418 | $365.0K | 0.13% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 342 | $364.2K | 0.08% | −50−12.8% | Reduced |
| Outlook Wealth Advisors, LLC | 342 | $364.2K | 0.08% | −30−8.1% | Reduced |
| Ameliora Wealth Management Ltd. | 342 | $364.2K | 0.11% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 341 | $363.6K | 0.10% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 341 | $363.4K | 0.05% | +34+11.1% | Added |
| Elmwood Wealth Management, Inc. | 341 | $363.1K | 0.09% | +341 | New |
| Legacy Wealth Managment, LLC | 341 | $362.8K | 0.15% | +242+244.4% | Added |
| tru Independence LLC | 339 | $361.4K | 0.16% | −84−19.9% | Reduced |
| Altar Rock LLC | 339 | $361.0K | 0.53% | −16−4.5% | Reduced |
| Hurley Capital, LLC | 338 | $360.0K | 0.19% | +1+0.3% | Added |
| Duncan Williams Asset Management, LLC | 338 | $359.9K | 0.08% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 338 | $359.7K | 0.16% | −478−58.6% | Reduced |
| Northbridge Financial Group, LLC | 337 | $358.9K | 0.14% | +28+9.1% | Added |
| Odyssey Capital Advisors, Inc. | 336 | $357.4K | 0.26% | −27−7.4% | Reduced |
| Financial Freedom, LLC | 335 | $357.0K | 0.16% | 00.0% | Unchanged |
| Strid Group, LLC | 335 | $356.7K | 0.04% | 00.0% | Unchanged |
| Macro Advisors, Inc. | 335 | $356.3K | 0.11% | +1+0.3% | Added |
| Warburton Capital Management, LLC | 335 | $356.0K | 0.14% | +13+4.0% | Added |
| Grand Wealth Management, LLC | 334 | $355.7K | 0.15% | −57−14.6% | Reduced |
| Whelan Financial | 334 | $355.7K | 0.10% | +36+12.1% | Added |
| Advisory Advocates, LLC | 334 | $355.7K | 0.30% | +334 | New |
| Stronghold Wealth Management L.L.C. | 334 | $355.7K | 0.48% | −197−37.1% | Reduced |
| Clark Wealth Partners | 334 | $355.2K | 0.20% | +1+0.3% | Added |
| Pachira Investments Inc. | 333 | $355.1K | 0.13% | −66−16.5% | Reduced |
| Pin Oak Investment Advisors Inc | 333 | $355.0K | 0.25% | +1+0.3% | Added |
| Grey Fox Wealth Advisors, LLC | 333 | $354.6K | 0.06% | +2+0.6% | Added |