CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Stonebridge Financial Group#1701 · 2,410 sh | 2,410 | $2.6M | 0.36% | — |
| 1702 | Consilium Wealth Advisory#1702 · 2,406 sh | 2,406 | $2.6M | — | +43.9% |
| 1703 | Marks Group Wealth Management#1703 · 2,400 sh | 2,400 | $2.6M | 0.22% | +0.3% |
| 1704 | ROI Financial Advisors#1704 · 2,392 sh | 2,392 | $2.5M | — | +5.9% |
| 1705 | INTRUST BANK NA#1705 · 2,392 sh | 2,392 | $2.5M | 0.19% | +1.2% |
| 1706 | NORTH STAR ASSET MANAGEMENT#1706 · 2,378 sh | 2,378 | $2.5M | 0.10% | -2.2% |
| 1707 | Sentinus#1707 · 2,375 sh | 2,375 | $2.5M | 0.20% | -11.1% |
| 1708 | Strategic Advisors#1708 · 2,371 sh | 2,371 | $2.5M | — | -63.7% |
| 1709 | BankChampaign, National Association#1709 · 2,368 sh | 2,368 | $2.5M | — | +2.4% |
| 1710 | 10Elms LLP#1710 · 2,364 sh | 2,364 | $2.5M | 1.07% | 0.0% |
| 1711 | Constitution Capital#1711 · 2,360 sh | 2,360 | $2.5M | — | +1.3% |
| 1712 | TIEMANN INVESTMENT ADVISORS#1712 · 2,356 sh | 2,356 | $2.5M | 0.91% | -11.8% |
| 1713 | Lincoln Capital#1713 · 2,355 sh | 2,355 | $2.5M | — | 0.0% |
| 1714 | KIECKHEFER GROUP#1714 · 2,350 sh | 2,350 | $2.5M | — | 0.0% |
| 1715 | Founders Financial Alliance#1715 · 2,350 sh | 2,350 | $2.5M | 0.33% | -29.9% |
| 1716 | REDW Wealth#1716 · 2,345 sh | 2,345 | $2.5M | 0.89% | +0.2% |
| 1717 | FORTEM FINANCIAL GROUP#1717 · 2,345 sh | 2,345 | $2.5M | — | -0.3% |
| 1718 | Perennial Investment Advisors#1718 · 2,339 sh | 2,339 | $2.5M | 0.17% | +15.1% |
| 1719 | FINANCIAL CONSULATE#1719 · 2,335 sh | 2,335 | $2.5M | — | +3.5% |
| 1720 | Buck Wealth Strategies#1720 · 2,330 sh | 2,330 | $2.5M | 0.26% | +4.1% |
| 1721 | NBH Bank#1721 · 2,321 sh | 2,321 | $2.5M | 1.04% | — |
| 1722 | Realta Investment Advisors#1722 · 2,320 sh | 2,320 | $2.5M | — | -5.2% |
| 1723 | Alliance Private Wealth#1723 · 2,313 sh | 2,313 | $2.5M | — | -55.5% |
| 1724 | Hexagon Capital Partners#1724 · 2,310 sh | 2,310 | $2.5M | 0.35% | +0.7% |
| 1725 | Morse Asset Management#1725 · 2,310 sh | 2,310 | $2.5M | 0.41% | +24.7% |
| 1726 | Greenwich Wealth Management#1726 · 2,306 sh | 2,306 | $2.5M | 0.09% | -2.8% |
| 1727 | Trivium Point Advisory#1727 · 2,304 sh | 2,304 | $2.5M | 0.22% | +55.5% |
| 1728 | ASHTON THOMAS SECURITIES#1728 · 2,316 sh | 2,316 | $2.4M | — | +12.4% |
| 1729 | Versant Capital Management#1729 · 2,293 sh | 2,293 | $2.4M | — | -1.5% |
| 1730 | Perpetual Ltd#1730 · 2,292 sh | 2,292 | $2.4M | — | -2.0% |
| 1731 | Fortress Wealth Group#1731 · 2,742 sh | 2,742 | $2.4M | 0.85% | -14.3% |
| 1732 | Patten Group#1732 · 2,283 sh | 2,283 | $2.4M | — | +15.2% |
| 1733 | Atlanta Consulting Group Advisors#1733 · 2,282 sh | 2,282 | $2.4M | 0.39% | +1.3% |
| 1734 | Secure Asset Management#1734 · 2,280 sh | 2,280 | $2.4M | — | +1.3% |
| 1735 | Parallax Volatility Advisers, L.P.#1735 · 2,273 sh | 2,273 | $2.4M | <0.01% | -90.1% |
| 1736 | Schonfeld Strategic Advisors#1736 · 2,273 sh | 2,273 | $2.4M | <0.01% | -3.0% |
| 1737 | Icon Wealth Advisors#1737 · 2,272 sh | 2,272 | $2.4M | 0.15% | +43.2% |
| 1738 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#1738 · 2,272 sh | 2,272 | $2.4M | — | +0.6% |
| 1739 | Martin Capital Advisors, LLP#1739 · 2,270 sh | 2,270 | $2.4M | — | +7.5% |
| 1740 | White Lighthouse Investment Management#1740 · 2,267 sh | 2,267 | $2.4M | — | -7.4% |
| 1741 | FIDUCIARY FAMILY OFFICE#1741 · 2,265 sh | 2,265 | $2.4M | 0.60% | +1.7% |
| 1742 | Fiduciary Group#1742 · 2,265 sh | 2,265 | $2.4M | 0.19% | 0.0% |
| 1743 | WIMMER ASSOCIATES 1#1743 · 2,263 sh | 2,263 | $2.4M | 1.09% | 0.0% |
| 1744 | Alteri Wealth#1744 · 2,261 sh | 2,261 | $2.4M | 0.66% | +0.4% |
| 1745 | Purkiss Capital Advisors#1745 · 2,258 sh | 2,258 | $2.4M | 0.92% | +18.5% |
| 1746 | LaSalle St. Investment Advisors#1746 · 2,258 sh | 2,258 | $2.4M | 0.29% | -2.0% |
| 1747 | SUMMIT WEALTH GROUP#1747 · 2,254 sh | 2,254 | $2.4M | 0.20% | +25.6% |
| 1748 | HOHIMER WEALTH MANAGEMENT#1748 · 2,253 sh | 2,253 | $2.4M | 0.24% | -27.7% |
| 1749 | SOUTH PLAINS FINANCIAL#1749 · 2,235 sh | 2,235 | $2.4M | 1.28% | -3.2% |
| 1750 | KPP Advisory Services#1750 · 2,234 sh | 2,234 | $2.4M | — | -0.8% |
| 1751 | Evergreen Wealth Solutions#1751 · 2,773 sh | 2,773 | $2.4M | 0.12% | -3.7% |
| 1752 | WoodTrust Financial#1752 · 2,224 sh | 2,224 | $2.4M | — | +0.2% |
| 1753 | Wealth Watch Advisors#1753 · 2,224 sh | 2,224 | $2.4M | 0.77% | -0.1% |
| 1754 | SHP Wealth Management#1754 · 2,223 sh | 2,223 | $2.4M | 0.16% | +4.5% |
| 1755 | Seelaus Asset Management#1755 · 2,221 sh | 2,221 | $2.4M | — | -6.8% |
| 1756 | Titan Investment Solutions Ltd#1756 · 2,221 sh | 2,221 | $2.4M | 0.26% | +10.2% |
| 1757 | Capital Analysts#1757 · 2,220 sh | 2,220 | $2.4M | 0.05% | -2.5% |
| 1758 | MANNING & NAPIER ADVISORS#1758 · 2,218 sh | 2,218 | $2.4M | 0.03% | -92.9% |
| 1759 | Cassaday & Wealth Management#1759 · 2,211 sh | 2,211 | $2.4M | 0.04% | +3.5% |
| 1760 | FOCUS Wealth Advisors#1760 · 2,211 sh | 2,211 | $2.4M | — | New |
| 1761 | 3Chopt Investment Partners#1761 · 2,211 sh | 2,211 | $2.4M | 0.44% | +9.8% |
| 1762 | Horizon Wealth Management#1762 · 2,211 sh | 2,211 | $2.4M | 0.30% | +0.1% |
| 1763 | Cadent Capital Advisors#1763 · 2,207 sh | 2,207 | $2.4M | — | +425.5% |
| 1764 | BLUEDOOR PRIVATE WEALTH#1764 · 2,205 sh | 2,205 | $2.3M | 0.99% | -1.0% |
| 1765 | AFFINITY INVESTMENT ADVISORS#1765 · 2,204 sh | 2,204 | $2.3M | 1.19% | -13.4% |
| 1766 | Sippican Capital Advisors#1766 · 2,200 sh | 2,200 | $2.3M | — | 0.0% |
| 1767 | Arrowroot Family Office#1767 · 2,199 sh | 2,199 | $2.3M | 0.67% | -15.7% |
| 1768 | TOWER & INVESTMENT#1768 · 2,197 sh | 2,197 | $2.3M | 1.42% | -5.3% |
| 1769 | SageView Advisory Group#1769 · 2,196 sh | 2,196 | $2.3M | 0.08% | +3.4% |
| 1770 | Sovereign Financial Group#1770 · 2,196 sh | 2,196 | $2.3M | 0.36% | +2.8% |
| 1771 | Retireful#1771 · 2,196 sh | 2,196 | $2.3M | — | +7.7% |
| 1772 | Vermillion Wealth Management#1772 · 2,196 sh | 2,196 | $2.3M | — | -24.8% |
| 1773 | Innovative Asset Advisors Group#1773 · 2,190 sh | 2,190 | $2.3M | 1.02% | +2.7% |
| 1774 | MONOGRAPH WEALTH ADVISORS#1774 · 2,190 sh | 2,190 | $2.3M | 0.19% | +1.4% |
| 1775 | Winthrop Advisory Group#1775 · 2,189 sh | 2,189 | $2.3M | — | +5.4% |
| 1776 | PATTON ALBERTSON MILLER GROUP#1776 · 2,185 sh | 2,185 | $2.3M | — | -0.4% |
| 1777 | Cercano Management#1777 · 2,180 sh | 2,180 | $2.3M | 0.22% | 0.0% |
| 1778 | Virtus Investment Advisers#1778 · 2,173 sh | 2,173 | $2.3M | 0.54% | New |
| 1779 | LVM CAPITAL MANAGEMENT LTD#1779 · 2,166 sh | 2,166 | $2.3M | — | 0.0% |
| 1780 | CAHILL FINANCIAL ADVISORS#1780 · 2,166 sh | 2,166 | $2.3M | 0.22% | -5.2% |
| 1781 | RM Financial Services#1781 · 2,160 sh | 2,160 | $2.3M | 1.71% | -1.5% |
| 1782 | Canal Capital Management#1782 · 2,160 sh | 2,160 | $2.3M | 0.28% | +19.5% |
| 1783 | VICTORY FINANCIAL GROUP#1783 · 2,156 sh | 2,156 | $2.3M | 0.24% | +5.5% |
| 1784 | Wellspring Financial Advisors#1784 · 2,155 sh | 2,155 | $2.3M | 0.15% | -14.5% |
| 1785 | Curbstone Financial Management#1785 · 2,152 sh | 2,152 | $2.3M | — | +82.1% |
| 1786 | SPIREPOINT PRIVATE CLIENT#1786 · 2,152 sh | 2,152 | $2.3M | 0.19% | +0.7% |
| 1787 | ALLEN WEALTH MANAGEMENT#1787 · 2,151 sh | 2,151 | $2.3M | 1.12% | -14.8% |
| 1788 | Almanack Investment Partners#1788 · 2,149 sh | 2,149 | $2.3M | 0.29% | New |
| 1789 | Axxion S.A.#1789 · 2,147 sh | 2,147 | $2.3M | — | — |
| 1790 | United Advisor Group#1790 · 2,146 sh | 2,146 | $2.3M | 0.24% | +3.9% |
| 1791 | CDM FINANCIAL COUNSELING SERVICES#1791 · 2,145 sh | 2,145 | $2.3M | — | -8.7% |
| 1792 | LANGLEY WEALTH MANAGEMENT#1792 · 2,142 sh | 2,142 | $2.3M | 2.22% | — |
| 1793 | Wayfinding Financial#1793 · 2,141 sh | 2,141 | $2.3M | 0.86% | -3.7% |
| 1794 | Gleason Group#1794 · 2,131 sh | 2,131 | $2.3M | — | +1.2% |
| 1795 | Thrive Wealth Management#1795 · 2,129 sh | 2,129 | $2.3M | — | -0.9% |
| 1796 | Astoria Portfolio Advisors#1796 · 2,122 sh | 2,122 | $2.3M | 0.38% | +15.4% |
| 1797 | MEANS INVESTMENT#1797 · 2,121 sh | 2,121 | $2.3M | 0.17% | -0.4% |
| 1798 | Pine Haven Investment Counsel#1798 · 2,116 sh | 2,116 | $2.3M | 1.51% | -4.3% |
| 1799 | Davidson Capital Management#1799 · 2,114 sh | 2,114 | $2.3M | — | +0.7% |
| 1800 | AAFMAA Wealth Management#1800 · 2,106 sh | 2,106 | $2.2M | — | -7.7% |
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.