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 |
|---|---|---|---|---|---|
| Sandhill Capital Partners LLC | 13,642 | $14.5M | 1.18% | −609−4.3% | Reduced |
| Highland Capital Management, LLC | 13,588 | $14.5M | 0.67% | +1,202+9.7% | Added |
| StoneX Group Inc. | 13,499 | $14.4M | 0.58% | −1,170−8.0% | Reduced |
| North Dakota State Investment Board | 13,389 | $14.3M | 0.58% | −28−0.2% | Reduced |
| Savvy Advisors, Inc. | 13,373 | $14.2M | 0.30% | +1,429+12.0% | Added |
| Consolidated Capital Management, LLC | 13,352 | $14.2M | 3.79% | +46+0.3% | Added |
| Meiji Yasuda America Inc | 13,351 | $14.2M | 2.38% | +2,806+26.6% | Added |
| Mathes Company, Inc. | 13,349 | $14.2M | 4.42% | −50.0% | Reduced |
| Malaga Cove Capital, LLC | 13,197 | $14.1M | 4.47% | −200−1.5% | Reduced |
| Blue Edge Capital, LLC | 13,179 | $14.0M | 1.69% | −478−3.5% | Reduced |
| Chilton Capital Management LLC | 13,157 | $14.0M | 0.44% | −101−0.8% | Reduced |
| Heritage Trust Co | 13,071 | $13.9M | 1.21% | +430+3.4% | Added |
| HighPoint Advisor Group LLC | 13,062 | $13.9M | 0.49% | −739−5.4% | Reduced |
| CVFG LLC | 13,060 | $13.9M | 1.46% | −933−6.7% | Reduced |
| Hilton Capital Management, LLC | 13,044 | $13.9M | 0.95% | −1,619−11.0% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 13,039 | $13.9M | 0.30% | +12,517+2,397.9% | Added |
| Parallel Advisors, LLC | 13,025 | $13.9M | 0.21% | −65−0.5% | Reduced |
| Eventide Asset Management, LLC | 13,306 | $13.8M | 0.18% | +1,507+12.8% | Added |
| Nicholas Hoffman & Company, LLC. | 12,909 | $13.7M | 0.29% | −514−3.8% | Reduced |
| Eukles Asset Management | 12,905 | $13.7M | 5.67% | −436−3.3% | Reduced |
| Johnson Investment Counsel Inc | 12,898 | $13.7M | 0.10% | −267−2.0% | Reduced |
| FourThought Financial Partners, LLC | 12,863 | $13.7M | 1.06% | −14−0.1% | Reduced |
| New Age Alpha Advisors, LLC | 12,824 | $13.7M | 0.58% | −213−1.6% | Reduced |
| WCG Wealth Advisors LLC | 12,808 | $13.6M | 0.32% | −63−0.5% | Reduced |
| CoreCap Advisors, LLC | 12,756 | $13.6M | 0.40% | +393+3.2% | Added |
| Y.D. More Investments Ltd | 12,703 | $13.5M | 0.42% | −504−3.8% | Reduced |
| Foster & Motley Inc | 12,614 | $13.4M | 0.62% | −1,867−12.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,545 | $13.4M | 0.42% | +1,280+11.4% | Added |
| Seascape Capital Management | 12,510 | $13.3M | 3.19% | −134−1.1% | Reduced |
| Argent Trust Co | 12,510 | $13.3M | 0.38% | +1,732+16.1% | Added |
| Barbara Oil Co. | 12,500 | $13.3M | 4.48% | 00.0% | Unchanged |
| CX Institutional | 12,491 | $13.3M | 0.38% | −1,553−11.1% | Reduced |
| Palmer Knight Co | 12,433 | $13.2M | 5.10% | −328−2.6% | Reduced |
| Sterling Capital Management LLC | 12,416 | $13.2M | 0.22% | +4,305+53.1% | Added |
| Essex Financial Services, Inc. | 12,363 | $13.2M | 0.66% | −364−2.9% | Reduced |
| BNC Wealth Management, LLC | 12,357 | $13.2M | 3.18% | +63+0.5% | Added |
| Anderson Hoagland & Co | 12,314 | $13.1M | 1.03% | −4,090−24.9% | Reduced |
| Resolute Wealth Strategies, LLC | 12,273 | $13.1M | 5.06% | −499−3.9% | Reduced |
| Montag A & Associates Inc | 12,260 | $13.1M | 0.55% | −108−0.9% | Reduced |
| Ambassador Advisors, LLC | 12,237 | $13.0M | 1.59% | −441−3.5% | Reduced |
| Prudential PLC | 12,221 | $13.0M | 0.09% | −13,056−51.7% | Reduced |
| North Star Investment Management Corp. | 12,195 | $13.0M | 0.71% | +403+3.4% | Added |
| WealthPlan Investment Management, LLC | 12,152 | $12.9M | 0.64% | −1,618−11.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,151 | $12.9M | 3.39% | +30.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,131 | $12.9M | 0.77% | −55−0.5% | Reduced |
| Meeder Asset Management Inc | 12,126 | $12.9M | 0.66% | −6,239−34.0% | Reduced |
| Spartan Wealth Advisory Services LLC | 12,069 | $12.9M | 1.05% | +740+6.5% | Added |
| Johnson Financial Group, Inc. | 12,010 | $12.8M | 0.42% | −1,022−7.8% | Reduced |
| Trust Co of Vermont | 11,962 | $12.7M | 0.48% | +11,962 | New |
| First National Bank of Omaha | 12,159 | $12.7M | 0.36% | +695+6.1% | Added |
| Groupama Asset Managment | 12,166 | $12.7M | 0.16% | +1,810+17.5% | Added |
| Anchor Investment Management, LLC | 11,863 | $12.6M | 0.95% | −236−2.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 11,856 | $12.6M | 1.45% | +122+1.0% | Added |
| JPL Wealth Management, LLC | 11,851 | $12.6M | 2.50% | −559−4.5% | Reduced |
| Aaron Wealth Advisors | 11,790 | $12.6M | 0.64% | −283−2.3% | Reduced |
| Rice Partnership, LLC | 11,776 | $12.5M | 1.52% | +1,248+11.9% | Added |
| BW Gestao de Investimentos Ltda. | 11,720 | $12.5M | 0.30% | +11,040+1,623.5% | Added |
| Advocate Group LLC | 11,714 | $12.5M | 1.88% | −2,812−19.4% | Reduced |
| Hodges Capital Management Inc. | 11,697 | $12.5M | 0.82% | −428−3.5% | Reduced |
| Bridgelight Financial Advisors, Inc. | 11,668 | $12.4M | 8.51% | −4,574−28.2% | Reduced |
| Creative Financial Designs Inc | 11,662 | $12.4M | 0.59% | +1,152+11.0% | Added |
| Wealthcare Advisory Partners LLC | 11,613 | $12.4M | 0.23% | −4,187−26.5% | Reduced |
| Hayek Kallen Investment Management | 11,607 | $12.4M | 3.75% | −284−2.4% | Reduced |
| Whitener Capital Management, Inc. | 11,582 | $12.3M | 2.61% | −296−2.5% | Reduced |
| Webster Bank, N. A. | 11,566 | $12.3M | 1.07% | −610−5.0% | Reduced |
| Kinneret Advisory, LLC | 11,462 | $12.2M | 0.99% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,439 | $12.2M | 0.09% | −197−1.7% | Reduced |
| Indivisible Partners | 11,404 | $12.1M | 0.69% | +1,444+14.5% | Added |
| Zhang Financial LLC | 11,361 | $12.1M | 0.35% | +20+0.2% | Added |
| Monument Capital Management | 11,280 | $12.0M | 2.42% | −2,526−18.3% | Reduced |
| Jacobi Capital Management LLC | 11,247 | $12.0M | 0.59% | −272−2.4% | Reduced |
| Spirit of America Management Corp | 11,190 | $11.9M | 2.25% | 00.0% | Unchanged |
| Sapient Capital LLC | 11,149 | $11.9M | 0.16% | +282+2.6% | Added |
| Modern Wealth Management, LLC | 11,141 | $11.9M | 0.14% | +5,634+102.3% | Added |
| Stenger Family Office, LLC | 11,136 | $11.9M | 1.93% | −40.0% | Reduced |
| Hudson Bay Capital Management LP | 11,120 | $11.8M | 0.06% | −8,236−42.6% | Reduced |
| PFG Advisors | 11,057 | $11.8M | 0.59% | −956−8.0% | Reduced |
| Asset Dedication, LLC | 11,044 | $11.8M | 0.74% | −408−3.6% | Reduced |
| Wealth High Governance Capital Ltda | 11,040 | $11.8M | 3.52% | +11,040 | New |
| Denali Advisors LLC | 11,035 | $11.8M | 1.18% | +1,338+13.8% | Added |
| Mission Creek Capital Partners, Inc. | 11,034 | $11.7M | 2.07% | +535+5.1% | Added |
| New Hampshire Trust | 10,980 | $11.7M | 2.21% | −437−3.8% | Reduced |
| PFG Investments, LLC | 10,845 | $11.5M | 0.45% | +1,633+17.7% | Added |
| Brighton Jones LLC | 10,841 | $11.5M | 0.21% | +413+4.0% | Added |
| Geneva Partners, LLC | 10,746 | $11.4M | 3.05% | −37−0.3% | Reduced |
| Perryman Financial Advisory Inc | 10,737 | $11.4M | 1.52% | +350+3.4% | Added |
| Truvestments Capital LLC | 10,677 | $11.4M | 1.69% | −27−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,625 | $11.3M | 1.39% | +248+2.4% | Added |
| Jefferies Financial Group Inc. | 10,617 | $11.3M | 0.10% | −73,111−87.3% | Reduced |
| Indiana Trust & Investment Management CO | 10,557 | $11.2M | 3.07% | +42+0.4% | Added |
| Great Valley Advisor Group, Inc. | 10,533 | $11.2M | 0.18% | +1,422+15.6% | Added |
| Perigon Wealth Management, LLC | 10,528 | $11.2M | 0.18% | +210+2.0% | Added |
| Plimoth Trust Co LLC | 10,522 | $11.2M | 2.24% | −172−1.6% | Reduced |
| IHT Wealth Management, LLC | 10,497 | $11.2M | 0.24% | +249+2.4% | Added |
| Pinnacle Holdings, LLC | 10,494 | $11.2M | 3.44% | −426−3.9% | Reduced |
| Modus Advisors, LLC | 10,481 | $11.2M | 2.76% | −643−5.8% | Reduced |
| Old National Bancorp | 10,407 | $11.1M | 0.22% | +624+6.4% | Added |
| Ascent Group, LLC | 10,359 | $11.0M | 0.33% | +3,996+62.8% | Added |
| Change Path, LLC | 10,352 | $11.0M | 0.24% | −1,316−11.3% | Reduced |
| Snowden Capital Advisors LLC | 10,350 | $11.0M | 0.26% | +787+8.2% | Added |