CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Counterweight Ventures#1501 · 3,113 sh | 3,113 | $3.3M | 1.65% | -7.3% |
| 1502 | Fiduciary Alliance#1502 · 3,112 sh | 3,112 | $3.3M | — | -2.3% |
| 1503 | Oakworth Capital#1503 · 3,107 sh | 3,107 | $3.3M | — | -11.2% |
| 1504 | Stamos Capital Partners, L.P.#1504 · 3,098 sh | 3,098 | $3.3M | 0.51% | -29.6% |
| 1505 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.#1505 · 3,093 sh | 3,093 | $3.3M | 0.18% | -0.9% |
| 1506 | Addison Capital#1506 · 3,088 sh | 3,088 | $3.3M | 0.54% | -3.1% |
| 1507 | O'Domhnaill Enterprises#1507 · 3,087 sh | 3,087 | $3.3M | 2.63% | -18.4% |
| 1508 | InTrack Investment Management#1508 · 3,086 sh | 3,086 | $3.3M | — | -6.4% |
| 1509 | ROCKLAND#1509 · 3,080 sh | 3,080 | $3.3M | — | -8.4% |
| 1510 | Belpointe Asset Management#1510 · 3,078 sh | 3,078 | $3.3M | 0.11% | +19.3% |
| 1511 | HORAN Wealth#1511 · 3,070 sh | 3,070 | $3.3M | 0.27% | +9.3% |
| 1512 | Brookwood Investment Group#1512 · 3,069 sh | 3,069 | $3.3M | 0.37% | +6.8% |
| 1513 | Vivid Wealth Management#1513 · 3,067 sh | 3,067 | $3.3M | — | -21.9% |
| 1514 | ACTION POINT FINANCIAL PLANNING#1514 · 3,064 sh | 3,064 | $3.3M | 0.33% | +350.6% |
| 1515 | Cannon Advisors#1515 · 3,480 sh | 3,480 | $3.2M | — | -54.8% |
| 1516 | Venturi Wealth Management#1516 · 3,050 sh | 3,050 | $3.2M | 0.13% | +1.8% |
| 1517 | SECURED RETIREMENT ADVISORS#1517 · 3,048 sh | 3,048 | $3.2M | 1.67% | +73.0% |
| 1518 | Quotient Wealth Partners#1518 · 3,046 sh | 3,046 | $3.2M | 0.08% | +8.8% |
| 1519 | Douglas Lane & Associates#1519 · 3,039 sh | 3,039 | $3.2M | — | +2.4% |
| 1520 | Cypress Wealth Services#1520 · 3,033 sh | 3,033 | $3.2M | — | -1.1% |
| 1521 | PDS Planning#1521 · 3,032 sh | 3,032 | $3.2M | 0.19% | +3.5% |
| 1522 | Purus Wealth Management#1522 · 3,027 sh | 3,027 | $3.2M | — | -0.4% |
| 1523 | Leonard Rickey Investment Advisors P.L.L.C.#1523 · 3,018 sh | 3,018 | $3.2M | 0.50% | 0.0% |
| 1524 | ASPIRIANT#1524 · 3,008 sh | 3,008 | $3.2M | — | +5.0% |
| 1525 | Prosperity Financial Group#1525 · 3,009 sh | 3,009 | $3.2M | 0.99% | -3.1% |
| 1526 | Summit Wealth Partners#1526 · 3,008 sh | 3,008 | $3.2M | 0.46% | -0.3% |
| 1527 | BIRINYI ASSOCIATES#1527 · 3,000 sh | 3,000 | $3.2M | 0.76% | 0.0% |
| 1528 | Beech Hill Advisors#1528 · 3,000 sh | 3,000 | $3.2M | 1.41% | 0.0% |
| 1529 | First Citizens Financial#1529 · 2,992 sh | 2,992 | $3.2M | — | -18.4% |
| 1530 | DARK FOREST CAPITAL MANAGEMENT#1530 · 2,980 sh | 2,980 | $3.2M | 0.20% | +50.3% |
| 1531 | Heartwood Wealth Advisors#1531 · 2,975 sh | 2,975 | $3.2M | — | 0.0% |
| 1532 | Portus Wealth Advisors#1532 · 2,974 sh | 2,974 | $3.2M | — | -1.6% |
| 1533 | Mechanics Financial#1533 · 2,974 sh | 2,974 | $3.2M | 1.13% | +2.7% |
| 1534 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#1534 · 2,972 sh | 2,972 | $3.2M | — | -6.3% |
| 1535 | United Asset Strategies#1535 · 2,971 sh | 2,971 | $3.2M | 0.22% | +29.5% |
| 1536 | Aureus Asset Management#1536 · 2,969 sh | 2,969 | $3.2M | 0.19% | -28.9% |
| 1537 | Telos Capital Management#1537 · 2,967 sh | 2,967 | $3.2M | 0.28% | +0.5% |
| 1538 | PATRIOT INVESTMENT MANAGEMENT GROUP#1538 · 2,966 sh | 2,966 | $3.2M | — | +7.4% |
| 1539 | Ironwood Investment Counsel#1539 · 2,965 sh | 2,965 | $3.2M | 0.41% | 0.0% |
| 1540 | Kennebec Savings Bank#1540 · 2,960 sh | 2,960 | $3.2M | — | -1.6% |
| 1541 | Global Financial Private Client#1541 · 2,959 sh | 2,959 | $3.2M | — | +2.2% |
| 1542 | Supplemental Annuity Collective of NJ#1542 · 2,954 sh | 2,954 | $3.1M | 0.81% | -6.8% |
| 1543 | AUXIER ASSET MANAGEMENT#1543 · 2,951 sh | 2,951 | $3.1M | 0.42% | 0.0% |
| 1544 | Golden State Wealth Management#1544 · 2,948 sh | 2,948 | $3.1M | 0.29% | +0.1% |
| 1545 | Resonant Capital Advisors#1545 · 2,943 sh | 2,943 | $3.1M | — | +1.2% |
| 1546 | Legacy Financial Advisors#1546 · 2,941 sh | 2,941 | $3.1M | 0.38% | +5.1% |
| 1547 | Synergy Financial Management#1547 · 2,941 sh | 2,941 | $3.1M | 0.30% | -0.8% |
| 1548 | Hilltop National Bank#1548 · 2,941 sh | 2,941 | $3.1M | — | +2.2% |
| 1549 | Ark Wealth Advisors#1549 · 2,936 sh | 2,936 | $3.1M | 2.77% | +3.0% |
| 1550 | TOWNSQUARE CAPITAL#1550 · 2,936 sh | 2,936 | $3.1M | 0.57% | +2.4% |
| 1551 | Maridea Wealth Management#1551 · 2,934 sh | 2,934 | $3.1M | 0.34% | +324.6% |
| 1552 | Reynders McVeigh Capital Management#1552 · 2,930 sh | 2,930 | $3.1M | 0.14% | -1.3% |
| 1553 | HBW Advisory Services#1553 · 2,916 sh | 2,916 | $3.1M | — | -6.4% |
| 1554 | Osmosis Investment Management UK Ltd#1554 · 2,911 sh | 2,911 | $3.1M | 0.14% | -62.7% |
| 1555 | GUARDIAN WEALTH ADVISORS, / NC#1555 · 2,909 sh | 2,909 | $3.1M | 0.17% | -29.1% |
| 1556 | Harfst & Associates#1556 · 2,905 sh | 2,905 | $3.1M | — | 0.0% |
| 1557 | SAX WEALTH ADVISORS#1557 · 4,364 sh | 4,364 | $3.1M | — | +33.5% |
| 1558 | LEGACY FINANCIAL INDEPENDENT ADVISORS#1558 · 2,890 sh | 2,890 | $3.1M | 1.45% | -1.9% |
| 1559 | US Asset Management#1559 · 2,887 sh | 2,887 | $3.1M | 2.34% | 0.0% |
| 1560 | MJP ASSOCIATES#1560 · 2,886 sh | 2,886 | $3.1M | 0.34% | +115.7% |
| 1561 | Marble Harbor Investment Counsel#1561 · 2,885 sh | 2,885 | $3.1M | 0.31% | -6.1% |
| 1562 | Klingman & Associates#1562 · 2,885 sh | 2,885 | $3.1M | — | +3.0% |
| 1563 | Nabity-Jensen Investment Management#1563 · 2,884 sh | 2,884 | $3.1M | — | -0.1% |
| 1564 | Vista Private Wealth Partners.#1564 · 3,584 sh | 3,584 | $3.1M | — | -3.5% |
| 1565 | Cambria Investment Management, L.P.#1565 · 2,880 sh | 2,880 | $3.1M | 0.15% | +202.2% |
| 1566 | CAMBIENT FAMILY OFFICE#1566 · 2,877 sh | 2,877 | $3.1M | 0.38% | +0.5% |
| 1567 | Grandview Asset Management#1567 · 2,905 sh | 2,905 | $3.1M | — | +1.5% |
| 1568 | HANCOCK WHITNEY#1568 · 2,876 sh | 2,876 | $3.1M | 0.05% | -2.1% |
| 1569 | AIRE ADVISORS#1569 · 2,873 sh | 2,873 | $3.1M | — | -0.2% |
| 1570 | Wealth Management Partners#1570 · 2,856 sh | 2,856 | $3.0M | — | -5.3% |
| 1571 | TRUSTMARK NATIONAL BANK DEPARTMENT#1571 · 2,854 sh | 2,854 | $3.0M | 0.18% | +1.7% |
| 1572 | CHILDRESS CAPITAL ADVISORS#1572 · 2,838 sh | 2,838 | $3.0M | 0.50% | -5.2% |
| 1573 | Bank#1573 · 2,835 sh | 2,835 | $3.0M | — | -12.4% |
| 1574 | First County Bank#1574 · 2,834 sh | 2,834 | $3.0M | — | -3.0% |
| 1575 | Gibbs Wealth Management#1575 · 2,827 sh | 2,827 | $3.0M | — | 0.0% |
| 1576 | Probity Advisors#1576 · 2,826 sh | 2,826 | $3.0M | — | -1.7% |
| 1577 | Compass Ion Advisors#1577 · 2,821 sh | 2,821 | $3.0M | — | 0.0% |
| 1578 | Excelsior Advisor Network#1578 · 2,818 sh | 2,818 | $3.0M | 0.40% | +104.1% |
| 1579 | Paragon Capital Management#1579 · 2,816 sh | 2,816 | $3.0M | 1.39% | 0.0% |
| 1580 | Generali Investments, Management#1580 · 2,814 sh | 2,814 | $3.0M | — | +132.9% |
| 1581 | GKV Capital Management#1581 · 2,814 sh | 2,814 | $3.0M | 0.97% | -12.9% |
| 1582 | Barnes Dennig Private Wealth Management#1582 · 2,814 sh | 2,814 | $3.0M | 2.40% | -3.6% |
| 1583 | EFG International AG#1583 · 2,812 sh | 2,812 | $3.0M | 0.05% | -13.0% |
| 1584 | Van Hulzen Asset Management#1584 · 2,809 sh | 2,809 | $3.0M | 0.21% | +85.3% |
| 1585 | McAdam#1585 · 2,807 sh | 2,807 | $3.0M | — | +9.9% |
| 1586 | CVA Family Office#1586 · 2,803 sh | 2,803 | $3.0M | 0.27% | +0.3% |
| 1587 | Legacy Private#1587 · 2,800 sh | 2,800 | $3.0M | — | +24.0% |
| 1588 | PEAVINE CAPITAL#1588 · 2,800 sh | 2,800 | $3.0M | — | 0.0% |
| 1589 | CLARIS ADVISORS, / MO#1589 · 2,797 sh | 2,797 | $3.0M | 0.78% | 0.0% |
| 1590 | WESTWOOD GROUP#1590 · 2,791 sh | 2,791 | $3.0M | 0.02% | -30.8% |
| 1591 | MIDLAND WEALTH ADVISORS#1591 · 2,790 sh | 2,790 | $3.0M | — | -2.9% |
| 1592 | Creekside Partners#1592 · 2,786 sh | 2,786 | $3.0M | 1.07% | 0.0% |
| 1593 | Hennion & Walsh Asset Management#1593 · 2,779 sh | 2,779 | $3.0M | — | -5.1% |
| 1594 | Gallo Partners#1594 · 2,779 sh | 2,779 | $3.0M | 6.56% | -9.6% |
| 1595 | 1 NORTH WEALTH SERVICES#1595 · 2,771 sh | 2,771 | $3.0M | 0.96% | -9.1% |
| 1596 | PROSPERITY BANCSHARES#1596 · 2,763 sh | 2,763 | $2.9M | 1.92% | -0.2% |
| 1597 | Trace Wealth Advisors#1597 · 2,757 sh | 2,757 | $2.9M | 1.92% | 0.0% |
| 1598 | Cranbrook Wealth Management#1598 · 2,756 sh | 2,756 | $2.9M | 0.55% | -0.4% |
| 1599 | CMG Global#1599 · 2,742 sh | 2,742 | $2.9M | — | +0.2% |
| 1600 | Missouri & Investment#1600 · 3,579 sh | 3,579 | $2.9M | 0.79% | -0.4% |
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.