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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 23,500 | $25.0M | 0.37% | −200−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 23,471 | $25.0M | 0.25% | +1,772+8.2% | Added |
| Crestwood Advisors Group LLC | 23,348 | $24.9M | 0.37% | −782−3.2% | Reduced |
| Overbrook Management Corp | 23,187 | $24.7M | 3.72% | −2,195−8.6% | Reduced |
| New Mexico Educational Retirement Board | 23,102 | $24.6M | 0.62% | +1,200+5.5% | Added |
| Knights of Columbus Asset Advisors LLC | 22,967 | $24.5M | 1.23% | +151+0.7% | Added |
| Outlook Capital Management, LLC | 22,879 | $24.4M | 7.86% | +22,879 | New |
| Community Bank & Trust, Waco, Texas | 22,861 | $24.3M | 4.39% | −560−2.4% | Reduced |
| Venture Visionary Partners LLC | 22,755 | $24.2M | 0.67% | −1,488−6.1% | Reduced |
| J.W. Cole Advisors, Inc. | 22,702 | $24.2M | 0.41% | +22,702 | New |
| Ci Investments Inc. | 22,614 | $24.1M | 0.08% | +11,725+107.7% | Added |
| Robertson Stephens Wealth Management, LLC | 22,564 | $24.0M | 0.59% | −164−0.7% | Reduced |
| Cornerstone Advisors, LLC | 22,557 | $24.0M | 0.79% | +22,557 | New |
| Wedbush Securities Inc | 22,428 | $23.9M | 0.62% | +210+0.9% | Added |
| Rothschild Investment LLC | 22,368 | $23.8M | 0.89% | −477−2.1% | Reduced |
| Cadinha & Co LLC | 22,251 | $23.7M | 3.51% | +8,540+62.3% | Added |
| Narwhal Capital Management | 22,180 | $23.6M | 1.63% | −1,006−4.3% | Reduced |
| Squarepoint Ops LLC | 21,914 | $23.3M | 0.05% | +6,473+41.9% | Added |
| Brown Brothers Harriman & Co | 21,850 | $23.3M | 0.10% | +4,586+26.6% | Added |
| Axxcess Wealth Management, LLC | 21,818 | $23.2M | 0.37% | +1,654+8.2% | Added |
| Spire Wealth Management | 21,827 | $23.2M | 0.70% | +126+0.6% | Added |
| Tufton Capital Management | 21,801 | $23.2M | 3.90% | −2,156−9.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,737 | $23.1M | 0.88% | +496+2.3% | Added |
| Logan Capital Management Inc | 21,573 | $23.0M | 0.85% | +21,573 | New |
| Laird Norton Trust Company, LLC | 21,249 | $22.6M | 0.43% | +429+2.1% | Added |
| Greenwood Gearhart Inc | 21,216 | $22.6M | 1.05% | −293−1.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 21,147 | $22.5M | 0.79% | −4,035−16.0% | Reduced |
| Traynor Capital Management, Inc. | 21,130 | $22.5M | 1.06% | +6,165+41.2% | Added |
| McGuire Investment Group, LLC | 21,108 | $22.5M | 1.97% | +11+0.1% | Added |
| Covalis Capital LLP | 20,906 | $22.3M | 1.26% | −13,153−38.6% | Reduced |
| Buckingham Strategic Partners | 20,887 | $22.2M | 0.19% | +6,327+43.5% | Added |
| James Investment Research Inc | 20,761 | $22.1M | 2.25% | −3,786−15.4% | Reduced |
| Oak Ridge Investments LLC | 20,755 | $22.1M | 1.25% | +7,116+52.2% | Added |
| Fusion Capital, LLC | 20,753 | $22.1M | 5.13% | −1,041−4.8% | Reduced |
| Mutual Advisors, LLC | 20,683 | $22.0M | 0.42% | +1,362+7.0% | Added |
| Davis R M Inc | 20,552 | $21.9M | 0.35% | +1,431+7.5% | Added |
| Howe & Rusling Inc | 20,530 | $21.9M | 1.27% | −30−0.1% | Reduced |
| Knuff & Co LLC | 20,482 | $21.8M | 5.52% | −300−1.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 20,443 | $21.8M | 0.79% | +1,659+8.8% | Added |
| Searle & Co. | 20,375 | $21.7M | 4.87% | +700+3.6% | Added |
| Principle Wealth Partners LLC | 20,342 | $21.7M | 1.07% | −709−3.4% | Reduced |
| Arkadios Wealth Advisors | 20,184 | $21.5M | 0.33% | −3,378−14.3% | Reduced |
| Silver Oak Securities, Inc | 20,176 | $21.5M | 1.30% | +2,142+11.9% | Added |
| Ferguson Wellman Capital Management, Inc | 20,146 | $21.5M | 0.26% | +174+0.9% | Added |
| Cary Street Partners Financial LLC | 20,143 | $21.5M | 0.47% | −1,239−5.8% | Reduced |
| Welch & Forbes LLC | 20,137 | $21.4M | 0.26% | +1,106+5.8% | Added |
| Callan Family Office, LLC | 20,108 | $21.4M | 0.42% | +849+4.4% | Added |
| Allied Investment Advisors, LLC | 20,083 | $21.4M | 2.69% | −18,653−48.2% | Reduced |
| Citizens National Bank Trust Department | 19,944 | $21.2M | 3.12% | −364−1.8% | Reduced |
| Calamos Wealth Management LLC | 19,805 | $21.1M | 0.64% | +5,570+39.1% | Added |
| Summitry LLC | 19,781 | $21.1M | 0.69% | −529−2.6% | Reduced |
| RiverFront Investment Group, LLC | 19,726 | $21.0M | 0.28% | +8,512+75.9% | Added |
| Night Squared LP | 19,709 | $21.0M | 2.26% | +94+0.5% | Added |
| Westend Capital Management, LLC | 19,631 | $20.9M | 4.78% | −53−0.3% | Reduced |
| Empirical Finance, LLC | 19,601 | $20.9M | 0.87% | +520+2.7% | Added |
| Atria Investments LLC | 19,582 | $20.9M | 0.21% | +2,908+17.4% | Added |
| Principal Securities, Inc. | 19,564 | $20.8M | 0.25% | +122+0.6% | Added |
| Resources Investment Advisors, LLC. | 19,425 | $20.7M | 0.17% | +1,600+9.0% | Added |
| Capital Investment Counsel, LLC | 19,418 | $20.7M | 2.56% | −941−4.6% | Reduced |
| German American Bancorp, Inc. | 19,252 | $20.5M | 1.54% | −273−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 19,219 | $20.5M | 0.34% | +449+2.4% | Added |
| Griffin Asset Management, Inc. | 19,166 | $20.4M | 2.15% | −878−4.4% | Reduced |
| Goelzer Investment Management, Inc. | 19,073 | $20.3M | 0.89% | −1,143−5.7% | Reduced |
| Physicians Financial Services, Inc. | 19,039 | $20.3M | 5.06% | −120−0.6% | Reduced |
| Wealth Group, Ltd. | 19,039 | $20.3M | 5.06% | +13,405+237.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 19,036 | $20.3M | 0.07% | +110+0.6% | Added |
| Central Bank & Trust Co | 19,031 | $20.3M | 2.87% | −722−3.7% | Reduced |
| Castleark Management LLC | 18,980 | $20.2M | 0.54% | +5,060+36.4% | Added |
| City Holding Co | 18,976 | $20.2M | 2.28% | −937−4.7% | Reduced |
| Mather Group, LLC. | 18,974 | $20.2M | 0.18% | +820+4.5% | Added |
| Flputnam Investment Management Co | 18,961 | $20.2M | 0.24% | +67+0.4% | Added |
| Close Asset Management Ltd | 18,937 | $20.2M | 0.54% | +8,314+78.3% | Added |
| Atomi Financial Group, Inc. | 18,879 | $20.1M | 0.53% | +837+4.6% | Added |
| Addenda Capital Inc. | 18,800 | $20.0M | 0.54% | 00.0% | Unchanged |
| Sentry LLC | 18,664 | $19.9M | 5.56% | −28−0.1% | Reduced |
| Sigma Investment Counselors Inc | 18,547 | $19.8M | 0.96% | −1,309−6.6% | Reduced |
| Spears Abacus Advisors LLC | 18,543 | $19.7M | 0.35% | −342−1.8% | Reduced |
| Sagespring Wealth Partners, LLC | 18,505 | $19.7M | 0.30% | +255+1.4% | Added |
| First Financial Bank - Trust Division | 18,457 | $19.7M | 1.40% | −70−0.4% | Reduced |
| Wesbanco Bank Inc | 18,411 | $19.6M | 0.49% | −1,446−7.3% | Reduced |
| Spinnaker Trust | 18,302 | $19.5M | 0.95% | −58−0.3% | Reduced |
| EagleClaw Capital Managment, LLC | 18,255 | $19.4M | 2.61% | −440−2.4% | Reduced |
| Koshinski Asset Management, Inc. | 18,247 | $19.4M | 1.03% | −416−2.2% | Reduced |
| Northeast Investment Management | 18,228 | $19.4M | 0.72% | +476+2.7% | Added |
| Metis Global Partners, LLC | 18,213 | $19.4M | 0.44% | −2,265−11.1% | Reduced |
| CAPROCK Group, Inc. | 18,206 | $19.4M | 0.37% | −747−3.9% | Reduced |
| Independent Financial Group, LLC | 18,157 | $19.3M | 0.36% | +2,200+13.8% | Added |
| Mairs & Power Inc | 18,102 | $19.3M | 0.18% | −348−1.9% | Reduced |
| MUFG Securities EMEA plc | 18,028 | $19.2M | 0.20% | −15,047−45.5% | Reduced |
| Smith, Salley & Associates | 17,889 | $19.1M | 0.83% | +512+2.9% | Added |
| We Are One Seven, LLC | 17,827 | $19.0M | 0.31% | −1,255−6.6% | Reduced |
| Kingsview Wealth Management, LLC | 17,751 | $18.9M | 0.23% | +4,984+39.0% | Added |
| Pure Financial Advisors, Inc. | 17,678 | $18.8M | 0.24% | −394−2.2% | Reduced |
| MEMBERS Trust Co | 17,672 | $18.8M | 0.59% | +7,876+80.4% | Added |
| Williams Jones Wealth Management, LLC. | 17,601 | $18.7M | 0.21% | −526−2.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,584 | $18.7M | 0.12% | −3,642−17.2% | Reduced |
| Sowell Financial Services LLC | 17,536 | $18.7M | 0.61% | −1,244−6.6% | Reduced |
| Caldwell Trust Co | 17,533 | $18.7M | 1.51% | −821−4.5% | Reduced |
| Aries Wealth Management | 17,525 | $18.7M | 3.66% | −65−0.4% | Reduced |
| Hantz Financial Services, Inc. | 17,503 | $18.6M | 0.25% | −7,710−30.6% | Reduced |