CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | PATRICK M SWEENEY & ASSOCIATES#1401 · 3,622 sh | 3,622 | $3.9M | — | -0.2% |
| 1402 | Central Pacific Bank - Division#1402 · 3,621 sh | 3,621 | $3.9M | — | +15.8% |
| 1403 | OVERSEA-CHINESE BANKING Ltd#1403 · 3,606 sh | 3,606 | $3.8M | 0.08% | +665.6% |
| 1404 | Northwest Quadrant Wealth Management#1404 · 3,603 sh | 3,603 | $3.8M | 0.71% | -1.2% |
| 1405 | Cascade Investment Advisors#1405 · 3,595 sh | 3,595 | $3.8M | 2.09% | -16.2% |
| 1406 | King Wealth Management Group#1406 · 3,593 sh | 3,593 | $3.8M | 0.42% | +1.6% |
| 1407 | CENTAURUS FINANCIAL#1407 · 3,586 sh | 3,586 | $3.8M | 0.16% | +12.8% |
| 1408 | Benin Management#1408 · 3,585 sh | 3,585 | $3.8M | — | -2.2% |
| 1409 | Prestige Wealth Management Group#1409 · 3,563 sh | 3,563 | $3.8M | 0.69% | +35.1% |
| 1410 | Chicago Partners Investment Group#1410 · 4,237 sh | 4,237 | $3.8M | — | +22.7% |
| 1411 | Ancora Advisors#1411 · 3,544 sh | 3,544 | $3.8M | 0.07% | -6.9% |
| 1412 | Arrowpoint Investment Partners (Singapore) Pte. Ltd.#1412 · 3,539 sh | 3,539 | $3.8M | 0.82% | New |
| 1413 | Evernest Financial Advisors#1413 · 3,539 sh | 3,539 | $3.8M | 0.79% | -4.4% |
| 1414 | DELTA FINANCIAL ADVISORS#1414 · 3,533 sh | 3,533 | $3.8M | 0.89% | +1.0% |
| 1415 | WEST MICHIGAN ADVISORS#1415 · 5,308 sh | 5,308 | $3.8M | 0.83% | 0.0% |
| 1416 | CRA Financial Services#1416 · 3,528 sh | 3,528 | $3.8M | — | +0.3% |
| 1417 | PATTEN & PATTEN#1417 · 3,520 sh | 3,520 | $3.7M | — | -5.2% |
| 1418 | Aspen Investment Management#1418 · 3,515 sh | 3,515 | $3.7M | 1.01% | -0.8% |
| 1419 | Portside Wealth Group#1419 · 3,505 sh | 3,505 | $3.7M | — | -5.2% |
| 1420 | Security Financial Services#1420 · 3,500 sh | 3,500 | $3.7M | 0.52% | -4.5% |
| 1421 | McGlone Suttner Wealth Management#1421 · 3,495 sh | 3,495 | $3.7M | — | -14.1% |
| 1422 | CMH Wealth Management#1422 · 3,493 sh | 3,493 | $3.7M | — | -4.6% |
| 1423 | Sequent Asset Management#1423 · 3,475 sh | 3,475 | $3.7M | 1.56% | +0.3% |
| 1424 | VUB Generali dochodkova spravcovska spolocnost, a.s.#1424 · 3,468 sh | 3,468 | $3.7M | — | 0.0% |
| 1425 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#1425 · 3,463 sh | 3,463 | $3.7M | 0.19% | -2.8% |
| 1426 | Rokos Capital Management LLP#1426 · 3,462 sh | 3,462 | $3.7M | 0.01% | New |
| 1427 | Live Oak Private Wealth#1427 · 3,455 sh | 3,455 | $3.7M | 0.46% | -1.4% |
| 1428 | Magnus Financial Group#1428 · 3,452 sh | 3,452 | $3.7M | — | +3.3% |
| 1429 | ZEGA Investments#1429 · 3,449 sh | 3,449 | $3.7M | 0.38% | -5.6% |
| 1430 | Byrne Asset Management#1430 · 3,440 sh | 3,440 | $3.7M | — | -7.9% |
| 1431 | CIM INVESTMENT MANAGEMENT#1431 · 3,437 sh | 3,437 | $3.7M | 0.88% | -8.7% |
| 1432 | Thomasville National Bank#1432 · 3,437 sh | 3,437 | $3.7M | 0.20% | — |
| 1433 | Vanguard Capital Wealth Advisors#1433 · 3,434 sh | 3,434 | $3.7M | — | -3.0% |
| 1434 | SouthState Bank#1434 · 3,424 sh | 3,424 | $3.6M | 0.15% | -7.5% |
| 1435 | Canopy Partners#1435 · 3,420 sh | 3,420 | $3.6M | 1.10% | -1.2% |
| 1436 | Montis Financial#1436 · 3,416 sh | 3,416 | $3.6M | 0.74% | -0.6% |
| 1437 | EADS & HEALD WEALTH MANAGEMENT#1437 · 3,413 sh | 3,413 | $3.6M | 1.78% | -15.5% |
| 1438 | Inman Jager Wealth Management#1438 · 3,413 sh | 3,413 | $3.6M | 1.93% | -21.3% |
| 1439 | Lantern Wealth Advisors#1439 · 3,412 sh | 3,412 | $3.6M | — | -0.4% |
| 1440 | INVESTMENT PARTNERS, LTD.#1440 · 3,406 sh | 3,406 | $3.6M | 1.13% | -0.9% |
| 1441 | Avestar Capital#1441 · 3,395 sh | 3,395 | $3.6M | 0.20% | +2.7% |
| 1442 | WOODWARD DIVERSIFIED CAPITAL#1442 · 3,394 sh | 3,394 | $3.6M | — | -18.9% |
| 1443 | Fort Sheridan Advisors#1443 · 3,391 sh | 3,391 | $3.6M | 0.39% | -5.6% |
| 1444 | MOORE CAPITAL MANAGEMENT#1444 · 3,386 sh | 3,386 | $3.6M | 0.05% | New |
| 1445 | WEALTH EFFECTS#1445 · 3,384 sh | 3,384 | $3.6M | — | -0.4% |
| 1446 | EVERMAY WEALTH MANAGEMENT#1446 · 3,383 sh | 3,383 | $3.6M | 0.37% | +3.7% |
| 1447 | BOSTON RESEARCH & MANAGEMENT#1447 · 3,382 sh | 3,382 | $3.6M | 0.80% | -3.4% |
| 1448 | Steigerwald, Gordon & Koch#1448 · 3,381 sh | 3,381 | $3.6M | 0.36% | -1.1% |
| 1449 | Meiji Yasuda Life Insurance#1449 · 3,376 sh | 3,376 | $3.6M | 0.12% | +6.9% |
| 1450 | PHILADELPHIA#1450 · 3,370 sh | 3,370 | $3.6M | 0.23% | -0.9% |
| 1451 | Uncommon Cents Investing#1451 · 3,359 sh | 3,359 | $3.6M | — | -0.7% |
| 1452 | Gould Capital#1452 · 3,353 sh | 3,353 | $3.6M | 1.99% | -31.8% |
| 1453 | Platt Wealth Management#1453 · 3,348 sh | 3,348 | $3.6M | 2.87% | 0.0% |
| 1454 | Montecito Bank#1454 · 3,338 sh | 3,338 | $3.6M | — | -0.2% |
| 1455 | Corundum Group#1455 · 3,337 sh | 3,337 | $3.6M | 1.05% | -0.7% |
| 1456 | Marex Group plc#1456 · 3,333 sh | 3,333 | $3.5M | 0.02% | +67.4% |
| 1457 | MOODY NATIONAL BANK DIVISION#1457 · 3,330 sh | 3,330 | $3.5M | — | -1.0% |
| 1458 | WILKINS INVESTMENT COUNSEL#1458 · 3,325 sh | 3,325 | $3.5M | 0.48% | -5.8% |
| 1459 | SPRENG CAPITAL MANAGEMENT#1459 · 3,319 sh | 3,319 | $3.5M | 1.29% | -1.2% |
| 1460 | Richwood Investment Advisors#1460 · 3,309 sh | 3,309 | $3.5M | 2.48% | +2.3% |
| 1461 | SOUTHERN MICHIGAN BANK &#1461 · 3,302 sh | 3,302 | $3.5M | — | +42.3% |
| 1462 | Providence Financial Advisors#1462 · 3,297 sh | 3,297 | $3.5M | 2.00% | 0.0% |
| 1463 | Emerald Investment Advisers#1463 · 3,293 sh | 3,293 | $3.5M | 0.23% | +39.8% |
| 1464 | Orca Wealth Management#1464 · 3,288 sh | 3,288 | $3.5M | — | 0.0% |
| 1465 | WORLD EQUITY GROUP#1465 · 3,285 sh | 3,285 | $3.5M | — | -53.1% |
| 1466 | FINANCIAL MANAGEMENT NETWORK#1466 · 3,973 sh | 3,973 | $3.5M | — | 0.0% |
| 1467 | PATTON FUND MANAGEMENT#1467 · 3,282 sh | 3,282 | $3.5M | — | -33.0% |
| 1468 | Stillwater Wealth Management Group#1468 · 3,277 sh | 3,277 | $3.5M | — | +2.6% |
| 1469 | Trinity Legacy Partners#1469 · 3,976 sh | 3,976 | $3.5M | 0.70% | +1.7% |
| 1470 | LexAurum Advisors#1470 · 3,274 sh | 3,274 | $3.5M | — | -1.0% |
| 1471 | BayBridge Capital Group#1471 · 3,269 sh | 3,269 | $3.5M | — | -25.1% |
| 1472 | PFC CAPITAL GROUP#1472 · 3,267 sh | 3,267 | $3.5M | 1.34% | -1.5% |
| 1473 | Mandatum Life Insurance Ltd#1473 · 3,261 sh | 3,261 | $3.5M | 0.64% | +0.7% |
| 1474 | MSH Capital Advisors#1474 · 3,219 sh | 3,219 | $3.4M | 0.60% | -4.6% |
| 1475 | XML Financial#1475 · 3,211 sh | 3,211 | $3.4M | 0.25% | -38.2% |
| 1476 | Anchor Bay Capital#1476 · 4,070 sh | 4,070 | $3.4M | 1.84% | — |
| 1477 | Provenance Wealth Advisors#1477 · 3,203 sh | 3,203 | $3.4M | 0.33% | +0.2% |
| 1478 | Circle Wealth Management#1478 · 3,197 sh | 3,197 | $3.4M | 0.04% | +0.2% |
| 1479 | Rooted Wealth Advisors#1479 · 3,195 sh | 3,195 | $3.4M | 0.83% | -0.7% |
| 1480 | Aprio Wealth Management#1480 · 3,193 sh | 3,193 | $3.4M | 0.17% | +4.4% |
| 1481 | L2 Asset Management#1481 · 3,191 sh | 3,191 | $3.4M | 0.35% | -7.7% |
| 1482 | TRAPHAGEN INVESTMENT ADVISORS#1482 · 3,191 sh | 3,191 | $3.4M | — | -0.1% |
| 1483 | Menard Financial Group#1483 · 3,190 sh | 3,190 | $3.4M | 1.85% | +0.1% |
| 1484 | MBL Wealth#1484 · 3,186 sh | 3,186 | $3.4M | — | +3.0% |
| 1485 | Stiles Financial Services#1485 · 3,182 sh | 3,182 | $3.4M | 0.85% | -0.8% |
| 1486 | Sound Income Strategies#1486 · 3,182 sh | 3,182 | $3.4M | — | +5.2% |
| 1487 | Waterloo Capital, L.P.#1487 · 3,179 sh | 3,179 | $3.4M | 0.19% | +65.9% |
| 1488 | Elyxium Wealth#1488 · 3,174 sh | 3,174 | $3.4M | 0.36% | +19.6% |
| 1489 | LBMC INVESTMENT ADVISORS#1489 · 3,172 sh | 3,172 | $3.4M | 0.18% | -0.4% |
| 1490 | Roxbury Financial#1490 · 3,167 sh | 3,167 | $3.4M | — | -0.8% |
| 1491 | ALEXANDER LABRUNERIE#1491 · 3,162 sh | 3,162 | $3.4M | 1.18% | -2.3% |
| 1492 | INVESCO#1492 · 3,151 sh | 3,151 | $3.4M | — | +0.3% |
| 1493 | Garrett Wealth Advisory Group#1493 · 3,145 sh | 3,145 | $3.3M | — | +0.5% |
| 1494 | Visionary Wealth Advisors#1494 · 3,139 sh | 3,139 | $3.3M | 0.13% | -0.9% |
| 1495 | NewSquare Capital#1495 · 3,133 sh | 3,133 | $3.3M | 0.25% | +3.4% |
| 1496 | SITTNER & NELSON#1496 · 3,128 sh | 3,128 | $3.3M | 1.05% | -1.3% |
| 1497 | Keystone Financial Group#1497 · 3,127 sh | 3,127 | $3.3M | 0.20% | +1.6% |
| 1498 | AA Financial Advisors#1498 · 3,126 sh | 3,126 | $3.3M | — | -6.7% |
| 1499 | Quad-Cities Investment Group#1499 · 3,126 sh | 3,126 | $3.3M | — | -11.9% |
| 1500 | Plancorp#1500 · 3,570 sh | 3,570 | $3.3M | 0.08% | +27.8% |
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.