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 |
|---|---|---|---|---|---|
| Intergy Private Wealth, LLC | 333 | $354.6K | 0.08% | +8+2.5% | Added |
| PFW Advisors LLC | 332 | $353.5K | 0.10% | +13+4.1% | Added |
| Melfa Wealth Management, LLC | 330 | $351.6K | 0.19% | 00.0% | Unchanged |
| Capital Asset Managemnet, LLC | 330 | $351.4K | 0.79% | −246−42.7% | Reduced |
| Argus Investors' Counsel, Inc. | 330 | $351.4K | 0.27% | −135−29.0% | Reduced |
| Stewardship Advisors, LLC | 330 | $351.4K | 0.07% | −3−0.9% | Reduced |
| Fiducient Advisors LLC | 330 | $351.4K | 0.05% | 00.0% | Unchanged |
| Granville Capital, Inc. | 330 | $351.4K | 0.16% | +30+10.0% | Added |
| Helen Stephens Group, LLC | 330 | $351.1K | 0.06% | +22+7.1% | Added |
| Lazard Freres Gestion S.A.S. | 330 | $351.0K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 329 | $350.4K | 0.13% | −112−25.4% | Reduced |
| All Terrain Financial Advisors, LLC | 329 | $350.4K | 0.07% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 328 | $349.7K | 0.11% | −4−1.2% | Reduced |
| Oberweis Asset Management Inc | 328 | $349.6K | 0.01% | −80−19.6% | Reduced |
| Belleair Asset Management, LLC | 328 | $349.3K | 0.29% | 00.0% | Unchanged |
| NerdWallet Wealth Partners, LLC | 328 | $349.3K | 0.12% | +2+0.6% | Added |
| Brick & Kyle, Associates | 493 | $349.0K | 0.12% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 327 | $348.2K | 0.09% | −24−6.8% | Reduced |
| Thor Investment Management Inc | 327 | $348.2K | 0.20% | +7+2.2% | Added |
| Kelly Financial Group LLC | 327 | $348.2K | 0.08% | +10+3.2% | Added |
| Burk Holdings LLC | 326 | $347.2K | 0.13% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 326 | $347.0K | 0.08% | +13+4.2% | Added |
| BluePath Capital Management, LLC | 326 | $346.7K | 0.19% | +326 | New |
| Quantum Private Wealth, LLC | 325 | $346.1K | 0.09% | −41−11.2% | Reduced |
| Hoese & Co LLP | 325 | $346.1K | 0.22% | +325 | New |
| WP Advisors, LLC | 325 | $345.8K | 0.08% | −48−12.9% | Reduced |
| Carmel Capital Partners, LLC | 324 | $345.0K | 0.11% | +4+1.3% | Added |
| Bienville Capital Management, LLC | 324 | $345.0K | 0.05% | +324 | New |
| Curran Financial Partners, LLC | 323 | $344.4K | 0.05% | +5+1.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 354 | $343.7K | 0.10% | −20−5.3% | Reduced |
| Storgate, LLC | 322 | $342.9K | 0.07% | +322 | New |
| Trust Co of Oklahoma | 321 | $341.8K | 0.09% | +13+4.2% | Added |
| Mosley Wealth Management | 320 | $341.3K | 0.11% | −1−0.3% | Reduced |
| Pinnacle Family Advisors, LLC | 320 | $341.0K | 0.14% | −11−3.3% | Reduced |
| Per Stirling Capital Management, LLC. | 320 | $341.0K | 0.03% | +6+1.9% | Added |
| Cape Ann Savings Bank | 320 | $340.8K | 0.16% | −15−4.5% | Reduced |
| Alessandra Capital Management, LLC | 320 | $340.8K | 0.24% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 319 | $339.7K | 0.08% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 318 | $338.8K | 0.11% | −739−69.9% | Reduced |
| BetterWealth, LLC | 318 | $338.6K | 0.06% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 318 | $338.6K | 0.06% | +318 | New |
| Hill Island Financial LLC | 317 | $337.6K | 0.07% | −1−0.3% | Reduced |
| Mars Jewett Financial Group, Inc. | 316 | $336.9K | 0.07% | +8+2.6% | Added |
| PMG Wealth Management, Inc. | 315 | $335.4K | 0.21% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 315 | $335.4K | 0.05% | +315 | New |
| Hopwood Financial Services, Inc. | 315 | $335.3K | 0.19% | −30−8.7% | Reduced |
| WealthTrust Asset Management, LLC | 314 | $334.8K | 0.18% | 00.0% | Unchanged |
| Vista Investment Management | 314 | $334.4K | 0.10% | −21−6.3% | Reduced |
| Riverstone Advisors, LLC | 314 | $334.4K | 0.14% | +22+7.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 313 | $333.5K | 0.05% | +313 | New |
| Dupree Financial Group, LLC | 313 | $333.3K | 0.12% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 313 | $333.3K | 0.01% | +313 | New |
| RIA Advisory Group LLC | 313 | $333.2K | 0.07% | 00.0% | Unchanged |
| FreeGulliver LLC | 312 | $332.2K | 0.12% | −28−8.2% | Reduced |
| Peak Asset Management, LLC | 312 | $332.2K | 0.05% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 311 | $331.2K | 0.03% | +1+0.3% | Added |
| BigSur Wealth Management LLC | 310 | $330.1K | 0.08% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 310 | $330.1K | 0.16% | 00.0% | Unchanged |
| GFG Capital, LLC | 310 | $330.0K | 0.09% | +310 | New |
| Corsicana & Co. | 309 | $329.1K | 0.16% | +220+247.2% | Added |
| Resolute Capital, LLC | 308 | $327.9K | 0.11% | +4+1.3% | Added |
| Tealwood Asset Management Inc | 307 | $327.0K | 0.13% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 307 | $326.9K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 307 | $326.9K | 0.03% | 00.0% | Unchanged |
| Applied Capital LLC | 307 | $326.9K | 0.11% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 305 | $325.0K | 0.19% | +21+7.4% | Added |
| Directional Asset Management | 305 | $324.6K | 0.31% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 305 | $324.6K | 0.09% | −14−4.4% | Reduced |
| Howard Wealth Management, LLC | 304 | $324.3K | 0.12% | −5−1.6% | Reduced |
| Winthrop Capital Management, LLC | 304 | $324.0K | 0.08% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 304 | $323.7K | 0.06% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 303 | $323.0K | 0.08% | 00.0% | Unchanged |
| Graney & King, LLC | 303 | $322.6K | 0.12% | +1+0.3% | Added |
| Investment Partners Asset Management, Inc. | 302 | $321.6K | 0.18% | +2+0.7% | Added |
| Resurgent Financial Advisors LLC | 301 | $320.9K | 0.09% | +301 | New |
| Hoge Financial Services, LLC | 301 | $320.5K | 0.15% | +15+5.2% | Added |
| HTG Investment Advisors, Inc. | 300 | $319.9K | 0.08% | 00.0% | Unchanged |
| Broyhill Asset Management | 300 | $319.5K | 0.28% | −30−9.1% | Reduced |
| Breachway Investments LLC | 300 | $319.5K | 0.48% | −12−3.8% | Reduced |
| C2C Wealth Management, LLC | 300 | $319.5K | 0.25% | −15−4.8% | Reduced |
| Deltec Asset Management LLC | 300 | $319.5K | 0.05% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 300 | $319.5K | 0.05% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 300 | $319.5K | 0.14% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 300 | $319.5K | 0.14% | 00.0% | Unchanged |
| Avalon Trust Co | 300 | $319.5K | 0.02% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 300 | $319.5K | 0.14% | 00.0% | Unchanged |
| Carter Financial, LLC | 300 | $319.5K | 0.24% | 00.0% | Unchanged |
| S&A Financial Services, Inc. | 300 | $319.5K | 0.20% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 300 | $319.0K | 0.06% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 300 | $319.0K | 0.09% | 00.0% | Unchanged |
| Payden & Rygel | 300 | $319.0K | 0.02% | +300 | New |
| Tower View Investment Management & Research LLC | 299 | $318.4K | 0.14% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 299 | $318.4K | 0.07% | +9+3.1% | Added |
| Wealth Advisors Northwest LLC | 299 | $318.4K | 0.11% | +299 | New |
| Castle Wealth Management LLC | 299 | $318.4K | 0.09% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 298 | $317.9K | 0.14% | 00.0% | Unchanged |
| Members Wealth LLC | 298 | $317.3K | 0.17% | +3+1.0% | Added |
| B&L Asset Management LLC | 298 | $317.3K | 0.11% | −33−10.0% | Reduced |
| Horizon Investment Services, LLC | 297 | $317.2K | 0.09% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 298 | $317.1K | 0.13% | −4−1.3% | Reduced |