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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: 39 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.

Institutional holdersQ2 2026: 4,070 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,328 institutionsQ3 2023: 2,408 institutionsQ4 2023: 2,582 institutionsQ1 2024: 2,713 institutionsQ2 2024: 2,712 institutionsQ3 2024: 2,837 institutionsQ4 2024: 3,009 institutionsQ1 2025: 2,902 institutionsQ2 2025: 3,022 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,070 institutions
Value heldQ2 2026: $351.1B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,070$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,022$128.0B
Q1 20252,902$109.0B
Q4 20243,009$123.4B
Q3 20242,837$133.6B
Q2 20242,712$114.5B
Q1 20242,713$127.6B
Q4 20232,582$104.6B
Q3 20232,408$97.3B
Q2 20232,328$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2026.

Institutions holding CAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Davis-Rea Ltd.235$250.3K0.07%+235New
Palatine Hill Wealth Management, LLC235$250.3K0.20%+235New
Schiavi & Co LLC235$250.1K0.07%+235New
Tribridge Partners Financial LLC286$249.8K0.10%00.0%Unchanged
Elevatus Welath Management234$249.4K0.06%+234New
Strategic Family Wealth Counselors, L.L.C.234$249.2K0.06%+234New
Liberty Capital Management, Inc.233$248.1K0.04%+233New
Arta Finance Wealth Management LLC233$248.1K0.11%+233New
Sky Investment Group LLC233$247.6K0.04%+233New
Sachetta, LLC232$247.1K0.12%+34+17.2%Added
Tempus Wealth Planning, LLC232$247.1K0.05%+232New
Randolph Co Inc231$246.0K0.02%+231New
Audent Global Asset Management, LLC231$246.0K0.27%+231New
Maltin Wealth Management, Inc.230$245.0K0.08%+230New
Reicon Wealth Advisors, LLC230$244.9K0.15%−370−61.7%Reduced
Chronos Wealth Management, LLC230$244.9K0.11%+230New
Hummer Financial Advisory Services Inc230$244.9K0.16%+230New
Midwest Financial Network, LLC229$243.9K0.17%+229New
Wealthgarden F.S. LLC229$243.5K0.14%+229New
Knightsbridge Asset Management, LLC228$242.8K0.03%−80−26.0%Reduced
Vistica Wealth Advisors, LLC228$242.8K0.21%+228New
Greater Midwest Financial Group, LLC227$241.8K0.12%+227New
Aspen Wealth Strategies, LLC226$240.7K0.12%+226New
Bayesian Capital Management, LP226$240.7K0.15%+226New
Thompson David Blair226$240.7K0.12%+226New
Tred Avon Family Wealth, LLC225$239.9K0.07%+225New
Summit Financial Consulting LLC225$239.8K0.16%+225New
Future Financial Wealth Managment LLC268$239.7K0.15%−20−6.9%Reduced
GoalVest Advisory LLC225$239.6K0.04%+13+6.1%Added
Abound Financial, LLC225$239.6K0.10%+200+800.0%Added
Mawer Investment Management Ltd.225$239.6K0.00%+225New
GenWealth Group, Inc.225$239.6K0.04%+225New
Citrine Capital LLC225$239.6K0.09%+225New
Helium Advisors LLC225$239.4K0.20%+225New
Foundation Wealth Management, LLC225$239.2K0.07%+225New
Northwest & Ethical Investments L.P.231$238.7K0.01%−371−61.6%Reduced
BFSG, LLC224$238.5K0.02%00.0%Unchanged
Wealthcare Capital Management LLC224$238.5K0.02%+224New
Sculati Wealth Management, LLC270$237.7K0.08%+270New
Kirkwood Financial Services223$237.5K0.07%+223New
Strait & Sound Wealth Management LLC223$237.5K0.08%+223New
Financial Symmetry Inc223$237.5K0.08%+223New
Godsey & Gibb Associates222$236.4K0.02%00.0%Unchanged
Lee Financial Co222$236.4K0.03%+222New
Hemenway Trust Co LLC222$236.4K0.02%+222New
Opus Financial Solutions LLC222$236.4K0.19%+222New
Putney Financial Group LLC222$236.4K0.21%+222New
Forefront Wealth Partners, LLC221$236.2K0.07%+221New
PlanVest Financial, Inc222$236.1K0.16%+176+382.6%Added
Mendel Capital Management LLC222$235.9K0.11%+222New
LGL Partners, LLC221$235.8K0.09%+221New
Lynch Investment Planning, LLC221$235.3K0.18%+221New
ERn Financial, LLC221$235.3K0.04%+221New
Financial Advisory Corp220$234.4K0.03%+220New
Carroll Investors, Inc220$234.3K0.10%+220New
Sidoxia Capital Management, LLC220$234.3K0.17%+220New
Atlantic Private Wealth, LLC219$233.4K0.14%00.0%Unchanged
Trademark Financial Management, LLC219$233.2K0.10%+219New
Sound Stewardship, LLC218$232.6K0.10%+218New
Pacific Asset Management, LLC218$232.6K0.11%+218New
Weinberger Asset Management, Inc285$232.2K0.07%−4−1.4%Reduced
Wolff Wiese Magana LLC218$232.1K0.11%−21−8.8%Reduced
Auxano Advisors, LLC217$231.1K0.04%+217New
Chris Bulman Inc217$231.1K0.08%−237−52.2%Reduced
Canton Hathaway, LLC217$231.1K0.04%00.0%Unchanged
Mattern Capital Management, LLC217$231.1K0.03%+217New
Clark & Stuart, Inc216$230.0K0.14%−100−31.6%Reduced
Detalus Advisors, LLC216$230.0K0.04%+216New
Coquina Private Wealth LLC216$230.0K0.16%+216New
LiftPoint Family Wealth Advisors LLC216$230.0K0.16%+216New
Centerpoint Advisors, LLC215$229.0K0.07%00.0%Unchanged
Salvus Wealth Management, LLC215$229.0K0.13%−100−31.7%Reduced
Westbourne Investments, Inc.215$229.0K0.09%+215New
Life Planning Partners, Inc215$229.0K0.17%+215New
Founders Capital Management214$227.9K0.10%+34+18.9%Added
Collective Family Office LLC214$227.9K0.05%+214New
Manhattan West Asset Management, LLC214$227.9K0.04%+214New
Fearless Solutions, LLC dba Best Invest214$227.9K0.12%+214New
Johnson Wealth Management, LLC214$227.9K0.10%+214New
Henrickson Nauta Wealth Advisors, Inc.213$227.3K0.06%+213New
Bright Futures Wealth Management, LLC.213$227.1K0.15%+213New
Sonoma Private Wealth LLC213$226.8K0.24%+213New
Schubert & Co213$226.7K0.16%+213New
Evergreen Wealth Partners LLC212$226.2K0.14%+212New
Silicon Valley Capital Partners212$225.5K0.02%−297−58.3%Reduced
Pring Turner Capital Group Inc263$225.4K0.13%+263New
High Note Wealth, LLC211$224.7K0.04%+2+1.0%Added
Urban Wealth Management, LLC211$224.7K0.20%+211New
Berman McAleer LLC211$224.7K0.03%+211New
Marshall & Sterling Wealth Advisors Inc.211$224.4K0.13%+1+0.5%Added
Evergreen Advisors, LLC210$224.1K0.05%00.0%Unchanged
Prospect Financial Services LLC209$222.6K0.11%+209New
Lee-Kelleher Wealth Management209$222.6K0.12%+209New
Serenity Investment Advisors272$221.8K0.09%+7+2.6%Added
Basso Capital Management, L.P.208$221.5K0.05%+208New
Lutz Financial Services LLC208$221.5K0.01%+208New
PAX Financial Group, LLC208$221.5K0.03%+208New
Triune Financial Partners, LLC208$221.5K0.05%+208New
SFE Investment Counsel208$221.1K0.03%+208New
Paladin Partners, LLC207$220.4K0.15%00.0%Unchanged