CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 12)
4,083 institutional investment managers reported a CAT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $350.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,101 to 1,200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CAT 13F holders ranked 1,101–1,200 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | AR ASSET MANAGEMENT#1101 · 5,900 sh | 5,900 | $6.3M | 1.15% | 0.0% |
| 1102 | BCM ADVISORS#1102 · 7,049 sh | 7,049 | $6.3M | 1.22% | 0.0% |
| 1103 | Financial Enhancement Group#1103 · 5,851 sh | 5,851 | $6.2M | — | -19.6% |
| 1104 | Beaton Management#1104 · 5,815 sh | 5,815 | $6.2M | 2.52% | +1.4% |
| 1105 | Heritage Wealth Management#1105 · 5,813 sh | 5,813 | $6.2M | 1.54% | New |
| 1106 | JFS WEALTH ADVISORS#1106 · 5,812 sh | 5,812 | $6.2M | 0.31% | -2.4% |
| 1107 | Hel Ved Capital Management Ltd#1107 · 5,810 sh | 5,810 | $6.2M | 0.46% | New |
| 1108 | Wilson & Boucher Capital Management#1108 · 5,802 sh | 5,802 | $6.2M | 3.63% | -0.9% |
| 1109 | Gateway Wealth Partners#1109 · 5,799 sh | 5,799 | $6.2M | 0.37% | -46.6% |
| 1110 | INVESTMENT HOUSE#1110 · 5,798 sh | 5,798 | $6.2M | — | -0.2% |
| 1111 | COMPASS FINANCIAL MANAGEMENT#1111 · 6,752 sh | 6,752 | $6.2M | 0.74% | — |
| 1112 | Hilltop#1112 · 5,776 sh | 5,776 | $6.2M | 0.48% | +7.8% |
| 1113 | Leelyn Smith#1113 · 5,765 sh | 5,765 | $6.1M | 0.75% | +5.4% |
| 1114 | SeaCrest Wealth Management#1114 · 5,763 sh | 5,763 | $6.1M | — | -23.0% |
| 1115 | Capital Investment Advisory Services#1115 · 5,760 sh | 5,760 | $6.1M | 0.38% | +5.0% |
| 1116 | Kentucky#1116 · 5,734 sh | 5,734 | $6.1M | — | -1.5% |
| 1117 | Cordatus Wealth Management#1117 · 5,720 sh | 5,720 | $6.1M | — | -1.0% |
| 1118 | AM INVESTMENT STRATEGIES#1118 · 5,719 sh | 5,719 | $6.1M | 1.17% | -0.4% |
| 1119 | NATIONS FINANCIAL GROUP , /IA#1119 · 5,718 sh | 5,718 | $6.1M | 0.29% | -2.1% |
| 1120 | Stone Summit Wealth#1120 · 5,707 sh | 5,707 | $6.1M | — | -7.1% |
| 1121 | Family Management#1121 · 5,697 sh | 5,697 | $6.1M | 0.62% | -2.4% |
| 1122 | Apella Capital#1122 · 6,429 sh | 6,429 | $6.0M | — | +1.0% |
| 1123 | Bragg Financial Advisors#1123 · 5,666 sh | 5,666 | $6.0M | 0.16% | +0.2% |
| 1124 | FIRST CITIZENS BANK#1124 · 5,666 sh | 5,666 | $6.0M | — | +9.9% |
| 1125 | Fairvoy Private Wealth#1125 · 5,666 sh | 5,666 | $6.0M | — | +211.1% |
| 1126 | SIERRA SUMMIT ADVISORS#1126 · 5,652 sh | 5,652 | $6.0M | 0.67% | +1.9% |
| 1127 | FLC Capital Advisors#1127 · 5,638 sh | 5,638 | $6.0M | 0.97% | -2.6% |
| 1128 | ARROW FINANCIAL#1128 · 5,633 sh | 5,633 | $6.0M | — | -4.8% |
| 1129 | Sitrin Capital Management#1129 · 5,614 sh | 5,614 | $6.0M | — | New |
| 1130 | FIRST NATIONAL BANK & OF NEWTOWN#1130 · 7,317 sh | 7,317 | $6.0M | 1.21% | -0.1% |
| 1131 | Oxbow Advisors#1131 · 5,587 sh | 5,587 | $5.9M | 0.48% | +7.1% |
| 1132 | REXFORD CAPITAL#1132 · 5,585 sh | 5,585 | $5.9M | 3.64% | -0.1% |
| 1133 | DRIVE WEALTH MANAGEMENT#1133 · 5,579 sh | 5,579 | $5.9M | 1.06% | +3.8% |
| 1134 | Trueblood Wealth Management#1134 · 5,559 sh | 5,559 | $5.9M | — | -0.6% |
| 1135 | BARTLETT & WEALTH MANAGEMENT#1135 · 5,555 sh | 5,555 | $5.9M | 0.07% | +2.9% |
| 1136 | Security National Bank#1136 · 5,549 sh | 5,549 | $5.9M | — | -0.8% |
| 1137 | Ocean Capital Management#1137 · 5,513 sh | 5,513 | $5.9M | 1.09% | -1.3% |
| 1138 | Financial Plan#1138 · 5,511 sh | 5,511 | $5.9M | 0.56% | 0.0% |
| 1139 | Garde Capital#1139 · 5,482 sh | 5,482 | $5.8M | 0.26% | +0.4% |
| 1140 | Kinloch Capital#1140 · 5,476 sh | 5,476 | $5.8M | 2.13% | -9.8% |
| 1141 | TD PRIVATE CLIENT WEALTH#1141 · 5,474 sh | 5,474 | $5.8M | 0.11% | +12.6% |
| 1142 | Permanent Capital Management#1142 · 5,465 sh | 5,465 | $5.8M | 0.78% | -2.7% |
| 1143 | Smithfield#1143 · 5,458 sh | 5,458 | $5.8M | 0.23% | -0.1% |
| 1144 | Colonial / SC#1144 · 5,451 sh | 5,451 | $5.8M | 0.74% | +18.7% |
| 1145 | CHAPIN DAVIS#1145 · 5,445 sh | 5,445 | $5.8M | — | -12.5% |
| 1146 | SILVERLAKE WEALTH MANAGEMENT#1146 · 5,429 sh | 5,429 | $5.8M | — | -1.0% |
| 1147 | Gen-Wealth Partners#1147 · 5,425 sh | 5,425 | $5.8M | 1.61% | -3.4% |
| 1148 | Mayflower Financial Advisors#1148 · 5,417 sh | 5,417 | $5.8M | 0.50% | +6.1% |
| 1149 | Parametrica Management Ltd#1149 · 5,400 sh | 5,400 | $5.8M | 4.51% | -22.9% |
| 1150 | Alaethes Wealth#1150 · 5,390 sh | 5,390 | $5.7M | 1.67% | -0.8% |
| 1151 | L. Roy Papp & Associates, LLP#1151 · 5,387 sh | 5,387 | $5.7M | — | +5.3% |
| 1152 | Victrix Investment Advisors#1152 · 5,385 sh | 5,385 | $5.7M | — | -0.6% |
| 1153 | CNB Bank#1153 · 5,378 sh | 5,378 | $5.7M | 2.23% | -12.6% |
| 1154 | WOODMONT INVESTMENT COUNSEL#1154 · 5,372 sh | 5,372 | $5.7M | 0.31% | -1.0% |
| 1155 | NORDEN GROUP#1155 · 5,360 sh | 5,360 | $5.7M | — | 0.0% |
| 1156 | Avidian Wealth Solutions#1156 · 5,356 sh | 5,356 | $5.7M | — | +2.8% |
| 1157 | TI#1157 · 5,344 sh | 5,344 | $5.7M | — | 0.0% |
| 1158 | GRIMES & WEALTH MANAGEMENT#1158 · 5,291 sh | 5,291 | $5.6M | 0.12% | +1.2% |
| 1159 | Everhart Financial Group#1159 · 5,258 sh | 5,258 | $5.6M | — | -1.0% |
| 1160 | WATERSHED PRIVATE WEALTH#1160 · 5,254 sh | 5,254 | $5.6M | 1.58% | -0.4% |
| 1161 | Connecticut Wealth Management#1161 · 5,248 sh | 5,248 | $5.6M | — | -0.4% |
| 1162 | FIRST HORIZON NATIONAL#1162 · 5,248 sh | 5,248 | $5.6M | — | -2.8% |
| 1163 | Checchi Capital Advisers#1163 · 5,247 sh | 5,247 | $5.6M | 0.25% | -0.6% |
| 1164 | Redmond Asset Management#1164 · 5,221 sh | 5,221 | $5.6M | 1.39% | -3.0% |
| 1165 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1165 · 5,602 sh | 5,602 | $5.6M | 0.33% | -5.1% |
| 1166 | ROMAN BUTLER FULLERTON#1166 · 5,948 sh | 5,948 | $5.5M | — | +10.9% |
| 1167 | Wealth Architects#1167 · 5,202 sh | 5,202 | $5.5M | 0.44% | -10.1% |
| 1168 | Cypress Capital Group#1168 · 5,197 sh | 5,197 | $5.5M | 0.52% | +23.0% |
| 1169 | Kercheville Advisors#1169 · 5,190 sh | 5,190 | $5.5M | — | +81.2% |
| 1170 | Root Financial Partners#1170 · 5,180 sh | 5,180 | $5.5M | — | +4.4% |
| 1171 | Forum Financial Management#1171 · 5,159 sh | 5,159 | $5.5M | — | +6.0% |
| 1172 | Compagnie Lombard Odier SCmA#1172 · 5,149 sh | 5,149 | $5.5M | 0.06% | -0.2% |
| 1173 | Northern Financial Advisors#1173 · 5,147 sh | 5,147 | $5.5M | 3.63% | -0.3% |
| 1174 | Iron Gate Global Advisors#1174 · 5,143 sh | 5,143 | $5.5M | 0.53% | 0.0% |
| 1175 | True North Advisors#1175 · 5,142 sh | 5,142 | $5.5M | — | -0.4% |
| 1176 | Joel Isaacson#1176 · 5,136 sh | 5,136 | $5.5M | 0.16% | +11.3% |
| 1177 | Advisor OS#1177 · 5,133 sh | 5,133 | $5.5M | 0.36% | +16.8% |
| 1178 | Core Wealth Advisors#1178 · 5,133 sh | 5,133 | $5.5M | 1.10% | -0.4% |
| 1179 | Stratos Wealth Advisors#1179 · 5,128 sh | 5,128 | $5.5M | 0.30% | +2.6% |
| 1180 | HHM Wealth Advisors#1180 · 5,112 sh | 5,112 | $5.4M | 0.55% | +0.3% |
| 1181 | Biltmore Family Office#1181 · 5,108 sh | 5,108 | $5.4M | 0.71% | -14.7% |
| 1182 | Eldridge Investment Advisors#1182 · 5,105 sh | 5,105 | $5.4M | 1.08% | -0.5% |
| 1183 | WD RUTHERFORD#1183 · 5,102 sh | 5,102 | $5.4M | — | -2.8% |
| 1184 | HCR Wealth Advisors#1184 · 5,099 sh | 5,099 | $5.4M | — | +0.8% |
| 1185 | ARS Wealth Advisors Group#1185 · 5,097 sh | 5,097 | $5.4M | — | +1.0% |
| 1186 | ORLEANS CAPITAL MANAGEMENT#1186 · 5,091 sh | 5,091 | $5.4M | 2.80% | +4.4% |
| 1187 | Left Brain Wealth Management#1187 · 5,078 sh | 5,078 | $5.4M | 1.63% | +7.8% |
| 1188 | BEACON INVESTMENT ADVISORS#1188 · 5,073 sh | 5,073 | $5.4M | 1.70% | -0.1% |
| 1189 | BOS Asset Management#1189 · 5,064 sh | 5,064 | $5.4M | — | -11.2% |
| 1190 | Itau Unibanco Holding S.A.#1190 · 5,062 sh | 5,062 | $5.4M | 0.10% | New |
| 1191 | RMR Wealth Builders#1191 · 5,057 sh | 5,057 | $5.4M | — | +174.2% |
| 1192 | CATALYST FINANCIAL PARTNERS#1192 · 5,050 sh | 5,050 | $5.4M | 0.53% | +0.2% |
| 1193 | Diversify Advisory Services#1193 · 6,151 sh | 6,151 | $5.4M | — | +392.1% |
| 1194 | DIVERSIFY WEALTH MANAGEMENT#1194 · 6,151 sh | 6,151 | $5.4M | — | +12.2% |
| 1195 | Xcel Wealth Management#1195 · 5,042 sh | 5,042 | $5.4M | — | -0.7% |
| 1196 | TORTOISE CAPITAL ADVISORS, L.L.C.#1196 · 5,036 sh | 5,036 | $5.4M | 0.05% | +82.7% |
| 1197 | Crown Oak Advisors#1197 · 5,034 sh | 5,034 | $5.4M | — | -13.5% |
| 1198 | ISTHMUS PARTNERS#1198 · 5,022 sh | 5,022 | $5.3M | — | -0.5% |
| 1199 | PCM Encore#1199 · 5,019 sh | 5,019 | $5.3M | 0.94% | -1.8% |
| 1200 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1200 · 5,001 sh | 5,001 | $5.3M | 0.32% | +88.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.