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Livermore
ZHEN

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: 51 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
Bullseye Investment Management, LLC145$154.4K0.08%00.0%Unchanged
Measured Wealth Private Client Group, LLC143$152.4K0.04%+10+7.5%Added
E Fund Management (Hong Kong) Co., Ltd.142$151.2K0.05%−7−4.7%Reduced
Whi Trust Co LLC142$151.2K0.10%00.0%Unchanged
Dogwood Wealth Management LLC137$145.9K0.06%+17+14.2%Added
Moisand Fitzgerald Tamayo, LLC136$144.8K0.01%00.0%Unchanged
Syntax Research, Inc.135$143.8K0.11%00.0%Unchanged
United Financial Planning Group LLC134$143.1K0.07%00.0%Unchanged
Oakmont Advisory Group, LLC134$142.7K0.12%+134New
Index Technologies Group LLC134$142.7K0.11%+134New
Valued Wealth Advisors LLC132$140.2K0.05%+9+7.3%Added
State of Wyoming131$139.5K0.01%−143−52.2%Reduced
Burkett Financial Services, LLC130$139.0K0.04%00.0%Unchanged
Ankerstar Wealth, LLC127$135.8K0.11%00.0%Unchanged
Midwest Capital Advisors, LLC125$133.6K0.05%00.0%Unchanged
Northstar Asset Management LLC150$133.3K0.03%+150New
Robinswood Financial LLC124$132.9K0.04%00.0%Unchanged
Kimelman & Baird, LLC124$132.0K0.01%00.0%Unchanged
Commonwealth Retirement Investments LLC123$130.8K0.04%+123New
RMG Wealth Management LLC149$127.5K0.01%00.0%Unchanged
Covestor Ltd117$125.0K0.07%+19+19.4%Added
Park Place Capital Corp111$118.2K0.02%00.0%Unchanged
Swisher Financial Concepts, Inc.110$117.1K0.07%−271−71.1%Reduced
Spectrum Wealth Advisory Group, LLC107$114.0K0.03%+107New
Bellevue Asset Management, LLC106$113.2K0.05%00.0%Unchanged
Financial Management Professionals, Inc.106$112.9K0.01%+2+1.9%Added
Birchwood Financial Partners, Inc.105$112.0K0.09%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC105$111.8K0.02%+35+50.0%Added
Evergreen Private Wealth LLC104$110.8K0.04%+104New
Albion Financial Group100$106.5K0.01%00.0%Unchanged
Beacon Financial Strategies CORP100$106.5K0.05%00.0%Unchanged
Advocate Investing Services LLC100$106.5K0.08%00.0%Unchanged
Stance Capital LLC99$105.4K0.03%00.0%Unchanged
Daytona Street Capital LLC110$105.0K0.08%00.0%Unchanged
FWL Investment Management, LLC98$104.4K0.02%+98New
Nalls Sherbakoff Group, LLC96$102.6K0.07%00.0%Unchanged
Kilter Group LLC96$102.2K0.04%−1−1.0%Reduced
Catherine Avery Investment Management LLC96$102.2K0.04%−2−2.0%Reduced
Cornerstone Financial Management LLC95$101.2K0.08%+35+58.3%Added
Highline Wealth Partners LLC93$99.3K0.02%+14+17.7%Added
Spurstone Advisory Services, LLC100$99.1K1.35%+100New
Caitlin John, LLC93$99.0K0.05%+1+1.1%Added
Osterweis Capital Management Inc91$96.9K0.00%00.0%Unchanged
Rialto Wealth Management, LLC91$96.9K0.02%+27+42.2%Added
Dnca Finance90$95.8K0.00%+90New
Retirement Wealth Solutions LLC89$94.4K0.05%−6−6.3%Reduced
Clear Street Markets LLC88$93.7K0.02%−1,119−92.7%Reduced
DB Fitzpatrick & Co, Inc88$93.7K0.08%00.0%Unchanged
Harbor Asset Planning, Inc.88$93.4K0.07%00.0%Unchanged
Walsh & Associates, LLC87$92.6K0.08%−1−1.1%Reduced
Palladiem, LLC82$87.5K0.08%−50−37.9%Reduced
RiverPark Advisors, LLC81$86.3K0.04%−36−30.8%Reduced
Strive Financial Group ,LLC78$83.1K0.04%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC77$82.4K0.00%+3+4.1%Added
Thompson Investment Management, Inc.75$79.9K0.01%00.0%Unchanged
Sellwood Investment Partners LLC74$78.8K0.03%00.0%Unchanged
Evolution Wealth Management Inc.73$77.7K0.05%+3+4.3%Added
Marquette Asset Management, LLC72$76.7K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.71$75.6K0.23%−196−73.4%Reduced
Toews Corp71$75.6K0.01%+71New
Activest Wealth Management70$74.5K0.01%−297−80.9%Reduced
Financial Network Wealth Advisors LLC69$73.5K0.07%−7−9.2%Reduced
Bare Financial Services, Inc67$71.3K0.02%+26+63.4%Added
1620 Investment Advisors, Inc.66$70.3K0.04%00.0%Unchanged
Turim 21 Investimentos Ltda.65$69.2K0.01%00.0%Unchanged
Manitou Investment Management Ltd.65$69.2K0.01%00.0%Unchanged
Dorato Capital Management72$68.6K0.05%00.0%Unchanged
GFS Advisors, LLC13,350$68.2K0.01%−487,590−97.3%Reduced
Greykasell Wealth Strategies, Inc.64$68.2K0.02%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.62$66.3K0.02%+62New
Key Capital Management, INC62$66.0K0.03%−2−3.1%Reduced
Monetary Solutions, Ltd61$65.3K0.06%00.0%Unchanged
Atomic Invest LLC62$63.9K0.01%−18−22.5%Reduced
American Capital Advisory, LLC59$63.2K0.02%−81−57.9%Reduced
Planning Strategies Inc.58$61.8K0.04%+58New
TFC Financial Management54$57.6K0.01%+6+12.5%Added
Frazier Financial Advisors, LLC54$57.5K0.03%−1−1.8%Reduced
Insight Financial Services53$57.1K0.03%00.0%Unchanged
Cedar Mountain Advisors, LLC54$57.1K0.01%+3+5.9%Added
Aspect Partners, LLC52$55.4K0.02%+9+20.9%Added
Mascoma Wealth Management LLC51$54.3K0.01%−30−37.0%Reduced
Financial Avengers, Inc.51$53.8K0.02%+1+2.0%Added
Investors Portfolio Services LLC49$52.2K0.04%00.0%Unchanged
Forum Finance Group S.A.60$52.0K0.02%00.0%Unchanged
Ramsey Quantitative Systems45$47.9K0.04%+45New
Tacita Capital Inc44$46.9K0.03%−6−12.0%Reduced
Chapman Financial Group, LLC42$44.7K0.03%00.0%Unchanged
Stephenson National Bank & Trust41$43.7K0.01%−33−44.6%Reduced
DiNuzzo Private Wealth, Inc.41$43.7K0.00%00.0%Unchanged
Front Row Advisors LLC51$43.0K0.01%00.0%Unchanged
Gill Capital Partners, LLC40$42.6K0.01%−60−60.0%Reduced
Flagship Wealth Advisors, LLC40$42.6K0.01%−33−45.2%Reduced
Stone House Investment Management, LLC39$41.5K0.01%+2+5.4%Added
Penserra Capital Management LLC39$41.0K0.00%00.0%Unchanged
Copia Wealth Management38$40.5K0.02%00.0%Unchanged
Principia Wealth Advisory, LLC38$40.5K0.02%+4+11.8%Added
Consultiva Wealth Management, Corp.37$39.4K0.09%00.0%Unchanged
Lam Group, Inc.37$39.4K0.02%00.0%Unchanged
DecisionPoint Financial, LLC39$38.7K0.01%+4+11.4%Added
Align Financial, LLC36$38.3K0.02%00.0%Unchanged