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; 4,069 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
- Institutional holders
- 4,069
- +349 vs. Q1 2026
- Shares held
- 330.6M
- −492.4K (−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
52 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 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 37,820 | $40.3M | 4.69% | −1,862−4.7% | Reduced |
| Ieq Capital, LLC | 37,710 | $40.2M | 0.19% | +5,898+18.5% | Added |
| Clifford Swan Investment Counsel LLC | 37,571 | $40.0M | 1.29% | −229−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 37,448 | $39.9M | 2.49% | −562−1.5% | Reduced |
| Citizens Financial Group Inc | 37,369 | $39.8M | 0.48% | +1,213+3.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 37,181 | $39.6M | 2.27% | +6,551+21.4% | Added |
| King Luther Capital Management Corp | 37,034 | $39.4M | 0.16% | −861−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 37,023 | $39.4M | 0.43% | −2,000−5.1% | Reduced |
| Summit Financial, LLC | 37,003 | $39.4M | 0.43% | +138+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 36,669 | $39.0M | 0.27% | −375−1.0% | Reduced |
| Panagora Asset Management Inc | 36,548 | $38.9M | 0.12% | +24,763+210.1% | Added |
| Integrated Wealth Concepts LLC | 36,447 | $38.8M | 0.25% | +12,124+49.8% | Added |
| Prime Capital Investment Advisors, LLC | 36,374 | $38.7M | 0.38% | +6,759+22.8% | Added |
| Elo Mutual Pension Insurance Co | 36,253 | $38.6M | 0.50% | +13,783+61.3% | Added |
| Gulf International Bank (UK) Ltd | 36,242 | $38.6M | 0.76% | +56+0.2% | Added |
| Lyell Wealth Management, LP | 36,103 | $38.4M | 2.36% | −891−2.4% | Reduced |
| Mizuho Securities USA LLC | 36,059 | $38.4M | 0.62% | +7,930+28.2% | Added |
| Bokf, NA | 35,958 | $38.3M | 0.53% | +7,195+25.0% | Added |
| Pacer Advisors, Inc. | 35,646 | $38.0M | 0.10% | +7,020+24.5% | Added |
| Central Trust Co | 35,266 | $37.6M | 0.68% | −343−1.0% | Reduced |
| Allianz SE | 35,209 | $37.5M | 0.40% | −1,584−4.3% | Reduced |
| Capital Investment Advisors, LLC | 35,169 | $37.5M | 0.49% | −463−1.3% | Reduced |
| First National Trust Co | 35,011 | $37.3M | 1.27% | −5,972−14.6% | Reduced |
| EP Wealth Advisors, LLC | 34,715 | $37.0M | 0.14% | +12,306+54.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 34,662 | $36.9M | 1.95% | +815+2.4% | Added |
| Lee Danner & Bass Inc | 33,931 | $36.1M | 2.08% | −2,353−6.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 33,517 | $35.7M | 0.83% | +1,427+4.4% | Added |
| Equitable Holdings, Inc. | 33,278 | $35.4M | 0.21% | −2,896−8.0% | Reduced |
| Valeo Financial Advisors, LLC | 33,191 | $35.3M | 0.75% | +11,087+50.2% | Added |
| Meridian Wealth Management, LLC | 33,139 | $35.3M | 1.09% | +363+1.1% | Added |
| Soros Capital Management LLC | 32,800 | $34.9M | 6.25% | +16,300+98.8% | Added |
| Jamison Private Wealth Management, Inc. | 32,765 | $34.9M | 3.62% | −209−0.6% | Reduced |
| Quilter Plc | 32,701 | $34.8M | 0.52% | −1,381−4.1% | Reduced |
| Norinchukin Bank, The | 32,691 | $34.8M | 0.34% | −3,901−10.7% | Reduced |
| Park Avenue Securities LLC | 32,641 | $34.8M | 0.22% | +2,517+8.4% | Added |
| Pittenger & Anderson Inc | 32,619 | $34.7M | 1.24% | −900−2.7% | Reduced |
| SlateStone Wealth, LLC | 32,129 | $34.2M | 2.62% | −2,178−6.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 32,000 | $34.1M | 1.04% | +32,000 | New |
| Jacobs & Co | 31,867 | $33.9M | 2.91% | −2,109−6.2% | Reduced |
| Eagle Global Advisors LLC | 31,587 | $33.6M | 1.11% | −70.0% | Reduced |
| Mission Wealth Management, LP | 31,425 | $33.5M | 0.42% | +21,348+211.8% | Added |
| Independent Advisor Alliance | 31,375 | $33.4M | 0.78% | −755−2.3% | Reduced |
| Cutler Investment Counsel LLC | 30,925 | $32.9M | 3.10% | −6,898−18.2% | Reduced |
| Freestone Capital Holdings, LLC | 30,915 | $32.9M | 0.86% | +1,174+3.9% | Added |
| Abn Amro Investment Solutions | 30,796 | $32.8M | 0.28% | +4,881+18.8% | Added |
| Horizon Investments, LLC | 30,577 | $32.5M | 0.36% | +7,717+33.8% | Added |
| Harvest Portfolios Group Inc. | 30,465 | $32.4M | 0.46% | −10,436−25.5% | Reduced |
| Atlantic Union Bankshares Corp | 30,372 | $32.3M | 0.54% | +1,955+6.9% | Added |
| Allspring Global Investments Holdings, LLC | 32,457 | $32.2M | 0.05% | −552−1.7% | Reduced |
| iA Global Asset Management Inc. | 30,128 | $32.1M | 0.38% | −4,719−13.5% | Reduced |
| Telemark Asset Management, LLC | 30,000 | $31.9M | 2.31% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 29,686 | $31.6M | 3.27% | −4,205−12.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 29,516 | $31.4M | 2.57% | −618−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 29,437 | $31.3M | 0.35% | +2,399+8.9% | Added |
| Kentucky Retirement Systems | 29,232 | $31.1M | 0.77% | −23,307−44.4% | Reduced |
| LS Investment Advisors, LLC | 29,101 | $31.0M | 4.20% | −748−2.5% | Reduced |
| Wealth High Governance Asset Management Ltda. | 28,960 | $30.8M | 3.28% | +28,960 | New |
| Whittier Trust Co of Nevada Inc | 32,644 | $30.7M | 0.57% | −832−2.5% | Reduced |
| Dearborn Partners LLC | 28,618 | $30.5M | 1.73% | −25−0.1% | Reduced |
| Trexquant Investment LP | 28,498 | $30.3M | 0.19% | +28,498 | New |
| Vinva Investment Management Ltd | 29,344 | $30.3M | 0.20% | +9,688+49.3% | Added |
| Crossmark Global Holdings, Inc. | 27,898 | $29.7M | 0.39% | +1,129+4.2% | Added |
| Drexel Morgan & Co. | 27,886 | $29.7M | 4.13% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 27,639 | $29.4M | 0.99% | +23,563+578.1% | Added |
| Exchange Traded Concepts, LLC | 27,397 | $29.2M | 0.14% | +1,997+7.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 27,092 | $28.9M | 0.09% | −212−0.8% | Reduced |
| Erste Asset Management GmbH | 27,844 | $28.8M | 0.22% | −3,583−11.4% | Reduced |
| BLB&B Advisors, LLC | 27,011 | $28.8M | 1.05% | −362−1.3% | Reduced |
| Kanawha Capital Management LLC | 26,940 | $28.7M | 1.87% | −438−1.6% | Reduced |
| Banque Cantonale Vaudoise | 26,812 | $28.6M | 1.11% | −1,025−3.7% | Reduced |
| American National Bank | 26,712 | $28.4M | 2.43% | −477−1.8% | Reduced |
| Voleon Capital Management LP | 26,520 | $28.2M | 0.51% | +5,754+27.7% | Added |
| Independent Wealth Network Inc. | 26,505 | $28.2M | 7.18% | +387+1.5% | Added |
| Bleakley Financial Group, LLC | 26,321 | $28.0M | 0.36% | +1,904+7.8% | Added |
| Fifth Third Wealth Advisors LLC | 26,284 | $28.0M | 0.78% | +2,249+9.4% | Added |
| MidFirst Bank | 26,232 | $27.9M | 1.98% | +121+0.5% | Added |
| Capitolis Liquid Global Markets LLC | 26,208 | $27.9M | 0.12% | −72,400−73.4% | Reduced |
| Miracle Mile Advisors, LLC | 26,010 | $27.7M | 0.33% | +1,036+4.1% | Added |
| Coldstream Capital Management Inc | 25,922 | $27.6M | 0.35% | −1,600−5.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 25,613 | $27.3M | 1.10% | +4,262+20.0% | Added |
| Simmons Bank | 25,528 | $27.2M | 1.55% | −737−2.8% | Reduced |
| Insigneo Advisory Services, LLC | 25,517 | $27.2M | 1.02% | +20,982+462.7% | Added |
| Hartford Investment Management Co | 25,455 | $27.1M | 0.77% | −1,054−4.0% | Reduced |
| Shelton Capital Management | 25,395 | $27.0M | 0.50% | −5,484−17.8% | Reduced |
| Sigma Planning Corp | 25,189 | $26.8M | 0.68% | +2,733+12.2% | Added |
| Fred Alger Management, LLC | 25,156 | $26.8M | 0.09% | −44,874−64.1% | Reduced |
| Apollon Wealth Management, LLC | 25,125 | $26.8M | 0.33% | +786+3.2% | Added |
| Ameritas Advisory Services, LLC | 25,083 | $26.7M | 0.54% | +12,085+93.0% | Added |
| Farmers & Merchants Investments Inc | 25,053 | $26.7M | 0.65% | −644−2.5% | Reduced |
| Trifecta Capital Advisors, LLC | 25,019 | $26.6M | 3.43% | −217−0.9% | Reduced |
| Symmetry Investments LP | 24,866 | $26.5M | 2.94% | +15,090+154.4% | Added |
| Global Retirement Partners, LLC | 24,854 | $26.5M | 0.40% | +24,854 | New |
| Triglav Skladi, D.O.O. | 24,550 | $26.1M | 1.38% | +5,300+27.5% | Added |
| Maryland State Retirement & Pension System | 24,464 | $26.1M | 0.45% | +1,233+5.3% | Added |
| RSM US Wealth Management LLC | 24,406 | $26.0M | 0.29% | +486+2.0% | Added |
| Integris Wealth Management, LLC | 24,236 | $25.8M | 5.21% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 24,049 | $25.6M | 0.73% | +440+1.9% | Added |
| DRH Investments, Inc. | 23,767 | $25.3M | 20.03% | −6,532−21.6% | Reduced |
| Kavar Capital Partners Group, LLC | 23,665 | $25.2M | 3.11% | +1,014+4.5% | Added |
| Ronald Blue Trust, Inc. | 23,555 | $25.1M | 0.26% | −1,330−5.3% | Reduced |