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 |
|---|---|---|---|---|---|
| Sun Group Wealth Partners | 297 | $316.3K | 0.22% | 00.0% | Unchanged |
| Guardian Capital, LLC | 296 | $315.4K | 0.26% | −87−22.7% | Reduced |
| Alliance Wealth Advisors, LLC | 296 | $315.2K | 0.06% | −17−5.4% | Reduced |
| Stonekeep Investments, LLC | 295 | $315.0K | 0.18% | +3+1.0% | Added |
| Synergy Investment Management, LLC | 306 | $314.9K | 0.08% | +73+31.3% | Added |
| Entrewealth, LLC | 367 | $314.7K | 0.12% | +367 | New |
| Saturna Capital CORP | 295 | $314.1K | 0.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 295 | $314.1K | 0.04% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 295 | $314.1K | 0.06% | +295 | New |
| John G Ullman & Associates Inc | 294 | $313.1K | 0.04% | −102−25.8% | Reduced |
| Martin Capital Partners, LLC | 294 | $313.1K | 0.12% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 294 | $313.0K | 0.07% | +294 | New |
| Blue Water Asset Management | 294 | $313.0K | 0.10% | +294 | New |
| Silverleafe Capital Partners, LLC | 294 | $312.6K | 0.09% | −8−2.6% | Reduced |
| Symphony Financial Services, Inc. | 293 | $312.1K | 0.14% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 293 | $312.0K | 0.21% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 292 | $311.1K | 0.06% | −3−1.0% | Reduced |
| Atlantic Family Wealth, LLC | 292 | $311.0K | 0.20% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 291 | $309.9K | 0.06% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 291 | $309.9K | 0.12% | +2+0.7% | Added |
| Martingale Asset Management L P | 291 | $309.9K | 0.01% | +291 | New |
| Values First Advisors, Inc. | 290 | $309.0K | 0.14% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 290 | $308.8K | 0.21% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 290 | $308.8K | 0.05% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 290 | $308.8K | 0.06% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 290 | $308.8K | 0.12% | +1+0.3% | Added |
| Stone Wealth Partners | 290 | $308.8K | 0.23% | +290 | New |
| Puff Wealth Management, LLC | 289 | $308.0K | 0.31% | +289 | New |
| Wellington Shields Capital Management, LLC | 289 | $307.8K | 0.04% | −617−68.1% | Reduced |
| Bayforest Capital Ltd | 289 | $307.8K | 0.28% | +196+210.8% | Added |
| TSFG, LLC | 289 | $307.0K | 0.04% | +1+0.3% | Added |
| Instrumental Wealth, LLC | 288 | $307.0K | 0.16% | +2+0.7% | Added |
| Barrett & Company, Inc. | 288 | $306.9K | 0.09% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 288 | $306.7K | 0.09% | +288 | New |
| Oath Planning, LLC | 287 | $305.6K | 0.23% | 00.0% | Unchanged |
| Algert Global LLC | 287 | $305.6K | 0.00% | +287 | New |
| Avant Capital LLC | 287 | $305.4K | 0.19% | +287 | New |
| Aspire Private Capital, LLC | 286 | $305.1K | 0.06% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 286 | $305.0K | 0.03% | 00.0% | Unchanged |
| Motco | 286 | $304.6K | 0.03% | +66+30.0% | Added |
| Kure Advisory, LLC | 286 | $304.6K | 0.14% | +286 | New |
| Sagace Wealth Management LLC | 285 | $303.5K | 0.19% | −7−2.4% | Reduced |
| Financial Sense Advisors, Inc. | 285 | $303.5K | 0.06% | +285 | New |
| Regatta Research & Money Management | 288 | $303.3K | 0.29% | +288 | New |
| GR Financial Group, LLC | 284 | $303.1K | 0.04% | +284 | New |
| CWC Advisors, LLC. | 283 | $301.4K | 0.13% | −29−9.3% | Reduced |
| IFG Advisors, LLC | 282 | $300.3K | 0.04% | +282 | New |
| Custom Index Systems, LLC | 282 | $300.3K | 0.11% | +282 | New |
| Triton Wealth Management, PLLC | 316 | $300.0K | 0.09% | −10−3.1% | Reduced |
| Avid Wealth Partners LLC | 281 | $299.2K | 0.14% | +281 | New |
| Ketron Financial | 281 | $298.9K | 0.09% | −14−4.7% | Reduced |
| Seed Wealth Management, Inc. | 280 | $298.2K | 0.19% | +280 | New |
| Artesa Financial Group, LLC | 279 | $297.4K | 0.25% | +279 | New |
| Newman Dignan & Sheerar, Inc. | 279 | $297.1K | 0.06% | +279 | New |
| Claret Asset Management Corp | 279 | $297.0K | 0.03% | −376−57.4% | Reduced |
| LifeWealth Investments, LLC | 278 | $296.0K | 0.08% | −31−10.0% | Reduced |
| Earnest Partners LLC | 278 | $296.0K | 0.00% | +278 | New |
| OFS Enterprise LLC | 277 | $295.0K | 0.08% | +277 | New |
| PACK Private Wealth, LLC | 276 | $293.9K | 0.12% | +276 | New |
| Old Peak Finance LLC | 275 | $292.8K | 0.14% | +275 | New |
| Barings LLC | 274 | $291.8K | 0.01% | −51−15.7% | Reduced |
| Grove Street Fiduciary, LLC | 274 | $291.8K | 0.12% | +274 | New |
| My Purposeful Wealth Corp. | 274 | $291.7K | 0.06% | +274 | New |
| Whitaker-Myers Wealth Managers, LTD. | 273 | $291.2K | 0.05% | −15−5.2% | Reduced |
| Passive Capital Management, LLC. | 508 | $291.0K | 0.09% | −11−2.1% | Reduced |
| Oak Barrel Wealth Advisory LLC | 273 | $290.7K | 0.13% | +273 | New |
| Select Asset Management & Trust | 272 | $290.0K | 0.08% | +272 | New |
| Global View Capital Management LLC | 272 | $289.7K | 0.06% | +272 | New |
| Everest Management Corp. | 272 | $289.7K | 0.11% | +272 | New |
| Holistic Financial Partners | 270 | $287.7K | 0.18% | −721−72.8% | Reduced |
| Clean Yield Group | 270 | $287.5K | 0.07% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 270 | $287.5K | 0.28% | +270 | New |
| Archvest Wealth Advisors, Inc. | 270 | $287.5K | 0.17% | −120−30.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 405 | $287.2K | 0.01% | 00.0% | Unchanged |
| Ni Acquisitions Company, LLC | 8,472 | $286.7K | 0.12% | +8,472 | New |
| Slagle Financial, LLC | 269 | $286.5K | 0.09% | +269 | New |
| Sunrise Financial Services, LLC | 269 | $286.5K | 0.17% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 268 | $285.4K | 0.09% | −335−55.6% | Reduced |
| Libra Wealth LLC | 268 | $285.4K | 0.07% | +268 | New |
| Friday Financial | 303 | $284.9K | 0.08% | −595−66.3% | Reduced |
| 3 Factor Indexing, LLC | 267 | $284.3K | 0.24% | 00.0% | Unchanged |
| WPG Advisers, LLC | 267 | $284.3K | 0.17% | +25+10.3% | Added |
| Pennsylvania Capital Management Inc | 267 | $284.3K | 0.07% | +267 | New |
| Evansbrook LLC | 267 | $284.3K | 0.17% | +267 | New |
| Sequent Planning LLC | 266 | $283.7K | 0.06% | −19−6.7% | Reduced |
| Darwin Advisors, LLC | 266 | $283.3K | 0.08% | +19+7.7% | Added |
| Corsair Capital Management, L.P. | 266 | $283.3K | 0.04% | +266 | New |
| Primoris Wealth Advisors, LLC | 266 | $283.3K | 0.13% | +266 | New |
| ABLE Financial Group, LLC | 266 | $283.1K | 0.05% | +266 | New |
| Archetype Wealth Partners | 266 | $283.0K | 0.03% | +266 | New |
| Thrive Capital Management, LLC | 266 | $282.8K | 0.05% | −19−6.7% | Reduced |
| BKM Wealth Management, LLC | 265 | $282.5K | 0.10% | +265 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 265 | $282.2K | 0.00% | −185−41.1% | Reduced |
| Miller Capital Partners, Inc. | 265 | $282.2K | 0.11% | 00.0% | Unchanged |
| Francis Financial, Inc. | 265 | $282.2K | 0.05% | +265 | New |
| Eagle Bay Advisors LLC | 265 | $282.2K | 0.21% | +265 | New |
| Clarity Wealth Development LLC | 264 | $280.8K | 0.16% | +264 | New |
| Navigation Group, LLC | 263 | $280.3K | 0.05% | +263 | New |
| Wiser Wealth Management, Inc | 263 | $280.1K | 0.05% | +263 | New |
| RiverTree Advisors, LLC | 263 | $280.1K | 0.17% | +263 | New |