CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Abacus Planning Group#1601 · 2,738 sh | 2,738 | $2.9M | 0.36% | -7.5% |
| 1602 | VERUS CAPITAL PARTNERS#1602 · 2,722 sh | 2,722 | $2.9M | 0.16% | +1.1% |
| 1603 | Markowski Investments#1603 · 2,722 sh | 2,722 | $2.9M | 0.64% | — |
| 1604 | Proficio Capital Partners#1604 · 2,720 sh | 2,720 | $2.9M | 0.10% | +281.5% |
| 1605 | FIRST INTERSTATE BANK#1605 · 2,716 sh | 2,716 | $2.9M | — | -2.7% |
| 1606 | Palumbo Wealth Management#1606 · 2,706 sh | 2,706 | $2.9M | 0.60% | +1.4% |
| 1607 | PARADIGM ASSET MANAGEMENT#1607 · 2,700 sh | 2,700 | $2.9M | 0.61% | -30.8% |
| 1608 | AssuredPartners Investment Advisors#1608 · 2,699 sh | 2,699 | $2.9M | 0.28% | -0.8% |
| 1609 | COFG Advisors#1609 · 2,693 sh | 2,693 | $2.9M | 0.50% | +175.9% |
| 1610 | Capstone Financial Advisors#1610 · 2,693 sh | 2,693 | $2.9M | 0.14% | +1.1% |
| 1611 | CYPRESS ASSET MANAGEMENT#1611 · 2,683 sh | 2,683 | $2.9M | — | +0.7% |
| 1612 | Farmers National Bank#1612 · 2,676 sh | 2,676 | $2.8M | 0.59% | -2.8% |
| 1613 | KLINGENSTEIN FIELDS#1613 · 2,671 sh | 2,671 | $2.8M | 0.10% | +1.6% |
| 1614 | LFG Wealth Partners#1614 · 2,669 sh | 2,669 | $2.8M | 1.33% | +8.8% |
| 1615 | SAWGRASS ASSET MANAGEMENT#1615 · 2,667 sh | 2,667 | $2.8M | 0.38% | -6.3% |
| 1616 | Tradition Wealth Management#1616 · 2,665 sh | 2,665 | $2.8M | 0.17% | +1.8% |
| 1617 | RETIREMENT GUYS FORMULA#1617 · 2,664 sh | 2,664 | $2.8M | — | +5.6% |
| 1618 | Washington Advisors#1618 · 2,663 sh | 2,663 | $2.8M | — | +0.6% |
| 1619 | BANK OF STOCKTON#1619 · 2,658 sh | 2,658 | $2.8M | — | -9.7% |
| 1620 | O'Neil Global Advisors#1620 · 2,657 sh | 2,657 | $2.8M | 0.63% | +331.3% |
| 1621 | Chesapeake Wealth Management#1621 · 2,656 sh | 2,656 | $2.8M | 0.79% | -5.9% |
| 1622 | Peregrine Asset Advisers#1622 · 2,656 sh | 2,656 | $2.8M | 0.61% | -8.8% |
| 1623 | Paragon Advisors#1623 · 2,651 sh | 2,651 | $2.8M | 0.59% | -19.2% |
| 1624 | Disciplined Investors, L.L.C.#1624 · 2,649 sh | 2,649 | $2.8M | 1.41% | -26.1% |
| 1625 | Clare Market Investments#1625 · 2,645 sh | 2,645 | $2.8M | 0.51% | -2.2% |
| 1626 | SOMERVILLE KURT F#1626 · 2,640 sh | 2,640 | $2.8M | 0.67% | 0.0% |
| 1627 | Acropolis Investment Management#1627 · 2,639 sh | 2,639 | $2.8M | — | +1.8% |
| 1628 | Elevated Private Wealth#1628 · 2,638 sh | 2,638 | $2.8M | — | — |
| 1629 | Yoffe Investment Management#1629 · 2,637 sh | 2,637 | $2.8M | 3.21% | 0.0% |
| 1630 | Deane Retirement Strategies#1630 · 2,637 sh | 2,637 | $2.8M | — | -62.7% |
| 1631 | TITLEIST ASSET MANAGEMENT#1631 · 2,628 sh | 2,628 | $2.8M | — | -3.8% |
| 1632 | Hudson Canyon Capital Management#1632 · 2,625 sh | 2,625 | $2.8M | 1.50% | New |
| 1633 | Independence Bank of Kentucky#1633 · 2,623 sh | 2,623 | $2.8M | — | +10.6% |
| 1634 | Tudor Financial#1634 · 2,618 sh | 2,618 | $2.8M | 1.25% | -87.7% |
| 1635 | Lineweaver Wealth Advisors#1635 · 2,617 sh | 2,617 | $2.8M | — | +2.2% |
| 1636 | Ullmann Wealth Partners Group#1636 · 2,615 sh | 2,615 | $2.8M | 0.25% | +2.1% |
| 1637 | Eagle Bluffs Wealth Management#1637 · 2,609 sh | 2,609 | $2.8M | — | -1.2% |
| 1638 | Ethos Financial Group#1638 · 2,998 sh | 2,998 | $2.8M | 0.19% | -8.9% |
| 1639 | Cherokee Insurance#1639 · 2,600 sh | 2,600 | $2.8M | 1.07% | 0.0% |
| 1640 | Bullock Wealth Management Group#1640 · 2,792 sh | 2,792 | $2.8M | — | -12.0% |
| 1641 | VEGA INVESTMENT SOLUTIONS#1641 · 2,591 sh | 2,591 | $2.8M | 0.39% | 0.0% |
| 1642 | Bison Wealth#1642 · 2,841 sh | 2,841 | $2.8M | — | +16.0% |
| 1643 | Covenant Asset Management#1643 · 2,573 sh | 2,573 | $2.7M | — | -4.6% |
| 1644 | Silphium Asset Management Ltd#1644 · 2,571 sh | 2,571 | $2.7M | 0.92% | +49.2% |
| 1645 | Platform Technology Partners#1645 · 2,568 sh | 2,568 | $2.7M | 0.45% | +1.6% |
| 1646 | TOTH FINANCIAL ADVISORY#1646 · 2,566 sh | 2,566 | $2.7M | — | -2.8% |
| 1647 | First Command Advisory Services#1647 · 2,565 sh | 2,565 | $2.7M | 0.02% | -5.5% |
| 1648 | KEYNOTE FINANCIAL SERVICES#1648 · 2,563 sh | 2,563 | $2.7M | 1.28% | -5.6% |
| 1649 | ADELL HARRIMAN & CARPENTER#1649 · 2,559 sh | 2,559 | $2.7M | 0.14% | -13.5% |
| 1650 | Pinnacle Wealth Management#1650 · 2,555 sh | 2,555 | $2.7M | 1.69% | -3.6% |
| 1651 | Northstar Advisory Group#1651 · 2,548 sh | 2,548 | $2.7M | 0.84% | -42.5% |
| 1652 | ORG Wealth Partners#1652 · 2,546 sh | 2,546 | $2.7M | 0.41% | +11.9% |
| 1653 | Dana Investment Advisors#1653 · 2,546 sh | 2,546 | $2.7M | 0.07% | -19.8% |
| 1654 | BROWN, LISLE/CUMMINGS#1654 · 2,541 sh | 2,541 | $2.7M | — | -1.8% |
| 1655 | WINEBRENNER CAPITAL MANAGEMENT#1655 · 2,541 sh | 2,541 | $2.7M | — | -5.5% |
| 1656 | High Net Worth Advisory Group#1656 · 2,538 sh | 2,538 | $2.7M | — | -5.0% |
| 1657 | Shoker Investment Counsel#1657 · 2,532 sh | 2,532 | $2.7M | 0.68% | +0.1% |
| 1658 | Legacy Capital Group California#1658 · 2,532 sh | 2,532 | $2.7M | 0.81% | +122.9% |
| 1659 | OSTRUM ASSET MANAGEMENT#1659 · 2,526 sh | 2,526 | $2.7M | 0.13% | +36.2% |
| 1660 | Brucke Financial#1660 · 2,522 sh | 2,522 | $2.7M | — | -3.4% |
| 1661 | Intellectus Partners#1661 · 2,522 sh | 2,522 | $2.7M | 0.46% | -3.1% |
| 1662 | Foster Group#1662 · 2,520 sh | 2,520 | $2.7M | — | +44.9% |
| 1663 | E&G Advisors#1663 · 2,519 sh | 2,519 | $2.7M | — | +2.9% |
| 1664 | SVB WEALTH#1664 · 2,514 sh | 2,514 | $2.7M | 0.17% | -10.6% |
| 1665 | BURNS J W#1665 · 2,512 sh | 2,512 | $2.7M | — | +1.0% |
| 1666 | Hills Bank#1666 · 2,510 sh | 2,510 | $2.7M | 0.11% | +1.7% |
| 1667 | Herold Advisors#1667 · 2,493 sh | 2,493 | $2.7M | — | -5.2% |
| 1668 | Marble Wealth#1668 · 2,486 sh | 2,486 | $2.6M | 0.41% | +1.2% |
| 1669 | Chesley Taft & Associates#1669 · 2,484 sh | 2,484 | $2.6M | — | +5.1% |
| 1670 | LVW Advisors#1670 · 2,481 sh | 2,481 | $2.6M | — | +23.4% |
| 1671 | WASHBURN CAPITAL MANAGEMENT#1671 · 2,476 sh | 2,476 | $2.6M | — | -1.8% |
| 1672 | GHP Investment Advisors#1672 · 2,475 sh | 2,475 | $2.6M | — | +9.2% |
| 1673 | Beverly Hills Private Wealth#1673 · 2,471 sh | 2,471 | $2.6M | 0.50% | +0.9% |
| 1674 | Tanglewood Legacy Advisors#1674 · 2,470 sh | 2,470 | $2.6M | 0.85% | 0.0% |
| 1675 | Elevation Advisory Partners#1675 · 3,040 sh | 3,040 | $2.6M | 2.69% | -1.3% |
| 1676 | Advyzon Investment Management#1676 · 2,467 sh | 2,467 | $2.6M | 0.19% | +8.6% |
| 1677 | Retirement Planning Group#1677 · 2,466 sh | 2,466 | $2.6M | — | -2.9% |
| 1678 | CFS Investment Advisory Services#1678 · 2,724 sh | 2,724 | $2.6M | — | +0.1% |
| 1679 | Clearstead#1679 · 2,463 sh | 2,463 | $2.6M | 0.34% | +4.5% |
| 1680 | Sompo Asset Management , Ltd.#1680 · 2,460 sh | 2,460 | $2.6M | 0.43% | 0.0% |
| 1681 | XTX Topco Ltd#1681 · 2,460 sh | 2,460 | $2.6M | 0.03% | New |
| 1682 | Keebeck Wealth Management#1682 · 2,455 sh | 2,455 | $2.6M | 0.26% | +11.3% |
| 1683 | Baring Financial#1683 · 2,452 sh | 2,452 | $2.6M | — | -12.2% |
| 1684 | Prosperitas Financial#1684 · 2,452 sh | 2,452 | $2.6M | 0.84% | -0.1% |
| 1685 | Legacy Wealth Asset Management#1685 · 2,450 sh | 2,450 | $2.6M | — | -5.4% |
| 1686 | ATWOOD & PALMER#1686 · 2,448 sh | 2,448 | $2.6M | — | -4.6% |
| 1687 | Global Assets Advisory#1687 · 2,618 sh | 2,618 | $2.6M | 0.57% | +156.9% |
| 1688 | Pathway Financial Advisors#1688 · 2,700 sh | 2,700 | $2.6M | — | 0.0% |
| 1689 | DARA CAPITAL US#1689 · 2,440 sh | 2,440 | $2.6M | 1.79% | +149.5% |
| 1690 | Leisure Capital Management#1690 · 2,439 sh | 2,439 | $2.6M | 0.81% | 0.0% |
| 1691 | Arbor Wealth Advisors#1691 · 2,437 sh | 2,437 | $2.6M | — | 0.0% |
| 1692 | TFR Capital#1692 · 2,435 sh | 2,435 | $2.6M | 0.73% | +6.4% |
| 1693 | TRILLIUM ASSET MANAGEMENT#1693 · 2,434 sh | 2,434 | $2.6M | 0.08% | 0.0% |
| 1694 | Souders Financial Advisors#1694 · 2,433 sh | 2,433 | $2.6M | 0.26% | -0.2% |
| 1695 | Tidemark#1695 · 2,427 sh | 2,427 | $2.6M | 0.58% | -1.1% |
| 1696 | Inscription Capital#1696 · 2,422 sh | 2,422 | $2.6M | 0.23% | +12.0% |
| 1697 | TOTAL INVESTMENT MANAGEMENT#1697 · 3,159 sh | 3,159 | $2.6M | — | +2.8% |
| 1698 | Bluebird Wealth Management#1698 · 2,416 sh | 2,416 | $2.6M | 2.23% | -1.9% |
| 1699 | BSW Wealth Partners#1699 · 2,413 sh | 2,413 | $2.6M | 0.29% | -1.3% |
| 1700 | FUKOKU MUTUAL LIFE INSURANCE#1700 · 2,410 sh | 2,410 | $2.6M | 0.15% | +33.1% |
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.