CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | CHARTER RESEARCH & INVESTMENT GROUP#1301 · 4,280 sh | 4,280 | $4.6M | 2.77% | 0.0% |
| 1302 | First Heartland Consultants#1302 · 4,264 sh | 4,264 | $4.5M | — | -2.2% |
| 1303 | Kachkovsky & Fisher#1303 · 4,232 sh | 4,232 | $4.5M | — | — |
| 1304 | M&G Plc#1304 · 4,224 sh | 4,224 | $4.5M | 0.02% | -55.3% |
| 1305 | GC Wealth Management RIA#1305 · 4,222 sh | 4,222 | $4.5M | 0.26% | -5.8% |
| 1306 | Werlinich Asset Management#1306 · 4,217 sh | 4,217 | $4.5M | — | 0.0% |
| 1307 | Cynosure Management#1307 · 4,210 sh | 4,210 | $4.5M | 0.67% | -22.9% |
| 1308 | NBC SECURITIES#1308 · 4,198 sh | 4,198 | $4.5M | — | +0.5% |
| 1309 | Altshuler Shaham Ltd#1309 · 4,187 sh | 4,187 | $4.5M | 0.06% | -17.8% |
| 1310 | WEALTHSPAN PARTNERS#1310 · 4,184 sh | 4,184 | $4.5M | 1.40% | -0.5% |
| 1311 | DSG Capital Advisors#1311 · 4,751 sh | 4,751 | $4.4M | 0.63% | +174.6% |
| 1312 | WOODARD & ASSET MANAGEMENT GROUP#1312 · 4,164 sh | 4,164 | $4.4M | 0.64% | +1.0% |
| 1313 | Silvant Capital Management#1313 · 4,157 sh | 4,157 | $4.4M | 0.13% | +7.1% |
| 1314 | Ellsworth Advisors#1314 · 4,839 sh | 4,839 | $4.4M | — | +4.6% |
| 1315 | MAINSTAY CAPITAL MANAGEMENT#1315 · 4,152 sh | 4,152 | $4.4M | 0.33% | -5.6% |
| 1316 | Solstein Capital#1316 · 4,149 sh | 4,149 | $4.4M | 1.51% | -2.9% |
| 1317 | 71 West Capital Partners#1317 · 4,145 sh | 4,145 | $4.4M | 0.15% | +39.3% |
| 1318 | SBI Securities , Ltd.#1318 · 4,140 sh | 4,140 | $4.4M | — | +6.2% |
| 1319 | HAZLETT, BURT & WATSON#1319 · 4,135 sh | 4,135 | $4.4M | 1.17% | +8.3% |
| 1320 | RNC CAPITAL MANAGEMENT#1320 · 4,124 sh | 4,124 | $4.4M | 0.18% | -1.8% |
| 1321 | Deseret Mutual Benefit Administrators#1321 · 4,123 sh | 4,123 | $4.4M | 1.43% | -9.9% |
| 1322 | Burford Brothers#1322 · 4,122 sh | 4,122 | $4.4M | — | +2.4% |
| 1323 | Gibson Capital#1323 · 4,117 sh | 4,117 | $4.4M | — | 0.0% |
| 1324 | Premier Path Wealth Partners#1324 · 4,115 sh | 4,115 | $4.4M | — | +8.7% |
| 1325 | Evelyn Partners Group Ltd#1325 · 4,109 sh | 4,109 | $4.4M | <0.01% | — |
| 1326 | WASHINGTON#1326 · 4,101 sh | 4,101 | $4.4M | — | -0.6% |
| 1327 | FIRST NATIONAL BANK SIOUX FALLS#1327 · 5,651 sh | 5,651 | $4.4M | — | 0.0% |
| 1328 | EverSource Wealth Advisors#1328 · 4,098 sh | 4,098 | $4.4M | 0.15% | -55.7% |
| 1329 | GUERRA PAN ADVISORS#1329 · 4,090 sh | 4,090 | $4.4M | — | -9.8% |
| 1330 | Rodgers Brothers#1330 · 4,085 sh | 4,085 | $4.4M | 0.42% | -7.3% |
| 1331 | Highview Capital Management#1331 · 4,082 sh | 4,082 | $4.3M | 1.25% | +17.8% |
| 1332 | AMARILLO NATIONAL BANK#1332 · 4,076 sh | 4,076 | $4.3M | — | 0.0% |
| 1333 | INGALLS & SNYDER#1333 · 4,069 sh | 4,069 | $4.3M | 0.12% | -2.7% |
| 1334 | TKG Advisors#1334 · 4,064 sh | 4,064 | $4.3M | 1.50% | -2.6% |
| 1335 | BankPlus Department#1335 · 4,063 sh | 4,063 | $4.3M | 1.01% | -5.2% |
| 1336 | CORDA Investment Management#1336 · 4,060 sh | 4,060 | $4.3M | — | +8.1% |
| 1337 | Westhampton Capital#1337 · 4,050 sh | 4,050 | $4.3M | 1.79% | -2.4% |
| 1338 | Birch Hill Investment Advisors#1338 · 4,029 sh | 4,029 | $4.3M | — | -0.4% |
| 1339 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1339 · 4,029 sh | 4,029 | $4.3M | 0.48% | +62.8% |
| 1340 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1340 · 4,025 sh | 4,025 | $4.3M | — | -1.7% |
| 1341 | Keudell/Morrison Wealth Management#1341 · 4,025 sh | 4,025 | $4.3M | — | -1.0% |
| 1342 | Allen Capital Group#1342 · 4,017 sh | 4,017 | $4.3M | 0.35% | -0.1% |
| 1343 | GARRISON POINT ADVISORS#1343 · 4,006 sh | 4,006 | $4.3M | 1.73% | -2.1% |
| 1344 | VIKING FUND MANAGEMENT#1344 · 4,000 sh | 4,000 | $4.3M | — | 0.0% |
| 1345 | TrustBank#1345 · 3,995 sh | 3,995 | $4.3M | — | -0.7% |
| 1346 | Charles Schwab#1346 · 3,989 sh | 3,989 | $4.2M | — | +2.2% |
| 1347 | Kathmere Capital Management#1347 · 3,988 sh | 3,988 | $4.2M | — | +8.6% |
| 1348 | PROMETHIUM ADVISORS#1348 · 3,986 sh | 3,986 | $4.2M | — | -2.0% |
| 1349 | TOWER BRIDGE ADVISORS#1349 · 3,983 sh | 3,983 | $4.2M | 0.38% | -0.4% |
| 1350 | RICHARDS, MERRILL & PETERSON#1350 · 3,976 sh | 3,976 | $4.2M | — | +2.8% |
| 1351 | Stratos Investment Management#1351 · 3,956 sh | 3,956 | $4.2M | 0.15% | -8.7% |
| 1352 | CARLSON FINANCIAL#1352 · 3,935 sh | 3,935 | $4.2M | 2.14% | -1.5% |
| 1353 | UNIVEST FINANCIAL#1353 · 3,939 sh | 3,939 | $4.2M | 0.21% | -2.6% |
| 1354 | Cladis Investment Advisory#1354 · 3,938 sh | 3,938 | $4.2M | 1.96% | -7.7% |
| 1355 | RD Lewis#1355 · 4,896 sh | 4,896 | $4.2M | 3.10% | -1.1% |
| 1356 | FOUNDERS FINANCIAL SECURITIES#1356 · 3,934 sh | 3,934 | $4.2M | 0.21% | -1.5% |
| 1357 | HORIZON KINETICS ASSET MANAGEMENT#1357 · 3,931 sh | 3,931 | $4.2M | 0.05% | -4.5% |
| 1358 | Howard Capital Management#1358 · 3,930 sh | 3,930 | $4.2M | — | +73.2% |
| 1359 | Goldstone Financial Group#1359 · 3,926 sh | 3,926 | $4.2M | 0.38% | -2.9% |
| 1360 | BERKSHIRE ASSET MANAGEMENT#1360 · 3,912 sh | 3,912 | $4.2M | 0.16% | -0.5% |
| 1361 | Texas Yale Capital#1361 · 3,896 sh | 3,896 | $4.1M | 0.09% | 0.0% |
| 1362 | Bath Savings#1362 · 3,888 sh | 3,888 | $4.1M | — | +22.1% |
| 1363 | Ballast#1363 · 3,881 sh | 3,881 | $4.1M | — | +2.6% |
| 1364 | Banque Transatlantique SA#1364 · 7,129 sh | 7,129 | $4.1M | 0.09% | +1.7% |
| 1365 | Prosperity Consulting Group#1365 · 3,858 sh | 3,858 | $4.1M | 0.16% | -9.3% |
| 1366 | LRI Investments#1366 · 3,857 sh | 3,857 | $4.1M | 0.33% | -2.3% |
| 1367 | CITIZENS & NORTHERN#1367 · 3,846 sh | 3,846 | $4.1M | 0.94% | -14.3% |
| 1368 | City State Bank#1368 · 3,843 sh | 3,843 | $4.1M | — | -1.0% |
| 1369 | FCG Investment#1369 · 3,843 sh | 3,843 | $4.1M | — | +167.4% |
| 1370 | EVERETT HARRIS#1370 · 3,842 sh | 3,842 | $4.1M | 0.05% | -1.5% |
| 1371 | Institute for Wealth Management#1371 · 3,838 sh | 3,838 | $4.1M | 0.36% | -13.6% |
| 1372 | DUMONT & BLAKE INVESTMENT ADVISORS#1372 · 3,824 sh | 3,824 | $4.1M | 0.92% | -5.6% |
| 1373 | Continuum Advisory#1373 · 3,824 sh | 3,824 | $4.1M | 0.33% | -1.0% |
| 1374 | Fort Point Capital Partners#1374 · 3,813 sh | 3,813 | $4.1M | 0.28% | -1.7% |
| 1375 | MCGUIRE CAPITAL ADVISORS#1375 · 3,808 sh | 3,808 | $4.1M | 2.21% | +1.1% |
| 1376 | Williamson Legacy Group#1376 · 3,805 sh | 3,805 | $4.1M | 2.01% | +97.7% |
| 1377 | IVC Wealth Advisors#1377 · 3,802 sh | 3,802 | $4.0M | — | -1.6% |
| 1378 | Premier Financial Group#1378 · 3,784 sh | 3,784 | $4.0M | 0.81% | New |
| 1379 | Waldron Private Wealth#1379 · 3,769 sh | 3,769 | $4.0M | 0.14% | +5.4% |
| 1380 | VAN STRUM & TOWNE#1380 · 3,745 sh | 3,745 | $4.0M | 1.09% | -2.1% |
| 1381 | Signal Advisors Wealth#1381 · 3,745 sh | 3,745 | $4.0M | — | +20.4% |
| 1382 | HAGER INVESTMENT MANAGEMENT SERVICES#1382 · 3,742 sh | 3,742 | $4.0M | 1.83% | -12.2% |
| 1383 | Rehmann Capital Advisory Group#1383 · 3,730 sh | 3,730 | $4.0M | 0.18% | +2.6% |
| 1384 | Diversified Enterprises#1384 · 3,721 sh | 3,721 | $4.0M | — | 0.0% |
| 1385 | Blue Chip Partners#1385 · 3,705 sh | 3,705 | $3.9M | 0.25% | 0.0% |
| 1386 | ADVISORS MANAGEMENT GROUP#1386 · 3,705 sh | 3,705 | $3.9M | 0.65% | -5.3% |
| 1387 | Braeburn Wealth Management#1387 · 3,686 sh | 3,686 | $3.9M | — | +3.8% |
| 1388 | Fire Capital Management#1388 · 3,679 sh | 3,679 | $3.9M | 1.59% | -13.5% |
| 1389 | Grantham, Mayo, Van Otterloo#1389 · 3,670 sh | 3,670 | $3.9M | <0.01% | -45.2% |
| 1390 | CGN Advisors#1390 · 3,662 sh | 3,662 | $3.9M | — | -20.7% |
| 1391 | OCCUDO QUANTITATIVE STRATEGIES#1391 · 3,661 sh | 3,661 | $3.9M | 0.21% | +58.9% |
| 1392 | Enclave Advisors#1392 · 3,658 sh | 3,658 | $3.9M | — | +5.5% |
| 1393 | BOWEN HANES#1393 · 5,495 sh | 5,495 | $3.9M | 0.09% | 0.0% |
| 1394 | BBR PARTNERS#1394 · 3,652 sh | 3,652 | $3.9M | 0.18% | -0.1% |
| 1395 | Berger Financial Group#1395 · 3,646 sh | 3,646 | $3.9M | 0.20% | +23.0% |
| 1396 | BRIDGEWAY CAPITAL MANAGEMENT#1396 · 3,640 sh | 3,640 | $3.9M | 0.07% | 0.0% |
| 1397 | Lantz Financial#1397 · 3,638 sh | 3,638 | $3.9M | — | +1.6% |
| 1398 | Strategic Blueprint#1398 · 3,638 sh | 3,638 | $3.9M | — | +3.6% |
| 1399 | Investment Management#1399 · 3,637 sh | 3,637 | $3.9M | 3.47% | +0.2% |
| 1400 | Stonehage Fleming Financial Services Ltd#1400 · 3,626 sh | 3,626 | $3.9M | 0.13% | 0.0% |
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.