CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Pinnacle Wealth Planning Services#1801 · 2,101 sh | 2,101 | $2.2M | 0.21% | -16.8% |
| 1802 | NWF Advisory Services#1802 · 2,097 sh | 2,097 | $2.2M | — | +0.1% |
| 1803 | LAUREL OAK WEALTH MANAGEMENT#1803 · 2,093 sh | 2,093 | $2.2M | — | -4.2% |
| 1804 | CORTLAND ASSOCIATES#1804 · 2,091 sh | 2,091 | $2.2M | 0.32% | 0.0% |
| 1805 | Strategic Investment Advisors / MI#1805 · 2,088 sh | 2,088 | $2.2M | 0.13% | -4.4% |
| 1806 | Retirement Planning of New England#1806 · 2,086 sh | 2,086 | $2.2M | — | -5.4% |
| 1807 | CIDEL ASSET MANAGEMENT#1807 · 2,086 sh | 2,086 | $2.2M | 0.11% | -14.0% |
| 1808 | TMB Capital Partners#1808 · 2,082 sh | 2,082 | $2.2M | — | -2.4% |
| 1809 | AMERIFLEX GROUP#1809 · 2,080 sh | 2,080 | $2.2M | 0.91% | +10.8% |
| 1810 | Symphony Financial, Ltd.#1810 · 2,099 sh | 2,099 | $2.2M | — | +58.8% |
| 1811 | ROGCO#1811 · 2,077 sh | 2,077 | $2.2M | 0.68% | -17.3% |
| 1812 | Intellus Advisors#1812 · 2,064 sh | 2,064 | $2.2M | 0.27% | -0.9% |
| 1813 | MIRAMONTES CAPITAL#1813 · 2,063 sh | 2,063 | $2.2M | — | +0.8% |
| 1814 | HARBOR INVESTMENT ADVISORY#1814 · 2,057 sh | 2,057 | $2.2M | — | +0.6% |
| 1815 | Transamerica Financial Advisors#1815 · 2,055 sh | 2,055 | $2.2M | 0.19% | -16.5% |
| 1816 | DUDLEY CAPITAL MANAGEMENT#1816 · 2,055 sh | 2,055 | $2.2M | — | 0.0% |
| 1817 | Asset Advisory Group#1817 · 2,055 sh | 2,055 | $2.2M | — | 0.0% |
| 1818 | Well Done#1818 · 2,054 sh | 2,054 | $2.2M | — | -9.6% |
| 1819 | Parisi Gray Wealth Management#1819 · 2,052 sh | 2,052 | $2.2M | — | +26.5% |
| 1820 | Bogart Wealth#1820 · 2,048 sh | 2,048 | $2.2M | 0.07% | +22.6% |
| 1821 | BCS Wealth Management#1821 · 2,045 sh | 2,045 | $2.2M | 0.39% | 0.0% |
| 1822 | WALTER & KEENAN WEALTH MANAGEMENT /IN#1822 · 2,045 sh | 2,045 | $2.2M | 0.54% | +0.7% |
| 1823 | First American Bank#1823 · 2,043 sh | 2,043 | $2.2M | 0.12% | 0.0% |
| 1824 | Adelphi#1824 · 2,043 sh | 2,043 | $2.2M | — | +4.1% |
| 1825 | Latitude Advisors#1825 · 2,042 sh | 2,042 | $2.2M | — | -1.8% |
| 1826 | KELLEHER FINANCIAL ADVISORS#1826 · 2,036 sh | 2,036 | $2.2M | 0.31% | +114.3% |
| 1827 | Gilbert & Cook#1827 · 2,034 sh | 2,034 | $2.2M | 0.25% | -42.9% |
| 1828 | NCM Capital Management#1828 · 2,031 sh | 2,031 | $2.2M | 0.67% | 0.0% |
| 1829 | Cornerstone Select Advisors#1829 · 2,028 sh | 2,028 | $2.2M | 0.91% | +9.4% |
| 1830 | Obermeyer Wealth Partners#1830 · 2,027 sh | 2,027 | $2.2M | — | -3.1% |
| 1831 | Northstar Group#1831 · 2,026 sh | 2,026 | $2.2M | 0.28% | -14.5% |
| 1832 | Heck Capital Advisors#1832 · 2,025 sh | 2,025 | $2.2M | — | +0.1% |
| 1833 | Vann Equity Management#1833 · 2,021 sh | 2,021 | $2.2M | — | +39.8% |
| 1834 | Jacksonville Wealth Management#1834 · 2,019 sh | 2,019 | $2.2M | 1.22% | 0.0% |
| 1835 | Disciplined Equity Management#1835 · 2,019 sh | 2,019 | $2.2M | — | -1.5% |
| 1836 | KKM Financial#1836 · 2,019 sh | 2,019 | $2.2M | 0.29% | -12.1% |
| 1837 | Financial Engines Advisors L.L.C.#1837 · 2,017 sh | 2,017 | $2.1M | <0.01% | +5.4% |
| 1838 | TWO SIGMA SECURITIES#1838 · 2,016 sh | 2,016 | $2.1M | 0.19% | New |
| 1839 | Sterling Wealth Management#1839 · 2,015 sh | 2,015 | $2.1M | — | +3.7% |
| 1840 | Beacon Financial Advisory#1840 · 2,014 sh | 2,014 | $2.1M | — | -1.9% |
| 1841 | Reliant Investment Partners#1841 · 2,013 sh | 2,013 | $2.1M | 1.46% | +2.4% |
| 1842 | Mechanics Bank Department#1842 · 2,013 sh | 2,013 | $2.1M | — | -1.2% |
| 1843 | PEOPLES FINANCIAL SERVICES#1843 · 2,012 sh | 2,012 | $2.1M | — | -5.3% |
| 1844 | First National Bank of Hutchinson#1844 · 2,007 sh | 2,007 | $2.1M | 1.17% | +2.4% |
| 1845 | Arcataur Capital Management#1845 · 2,005 sh | 2,005 | $2.1M | — | 0.0% |
| 1846 | Summit Financial Strategies#1846 · 2,004 sh | 2,004 | $2.1M | — | +2.8% |
| 1847 | Bensler#1847 · 2,003 sh | 2,003 | $2.1M | 0.19% | +10.7% |
| 1848 | EVERPAR ADVISORS#1848 · 2,003 sh | 2,003 | $2.1M | 0.61% | +4.9% |
| 1849 | Sage Investment Counsel#1849 · 2,001 sh | 2,001 | $2.1M | — | -0.2% |
| 1850 | SAYBROOK CAPITAL#1850 · 2,000 sh | 2,000 | $2.1M | 0.53% | 0.0% |
| 1851 | Lester Murray Antman dba SimplyRich#1851 · 1,996 sh | 1,996 | $2.1M | 0.50% | 0.0% |
| 1852 | TRUE Private Wealth Advisors#1852 · 1,994 sh | 1,994 | $2.1M | — | -5.0% |
| 1853 | TOMPKINS FINANCIAL#1853 · 1,992 sh | 1,992 | $2.1M | — | +5.2% |
| 1854 | CAHABA WEALTH MANAGEMENT#1854 · 1,988 sh | 1,988 | $2.1M | — | +0.4% |
| 1855 | Karani Asset Management#1855 · 1,986 sh | 1,986 | $2.1M | 1.52% | +14.7% |
| 1856 | Meriwether Wealth & Planning#1856 · 1,986 sh | 1,986 | $2.1M | — | 0.0% |
| 1857 | Sovran Advisors#1857 · 2,509 sh | 2,509 | $2.1M | 0.16% | -10.3% |
| 1858 | Algebris (UK) Ltd#1858 · 1,984 sh | 1,984 | $2.1M | 0.14% | +9.9% |
| 1859 | Coastal Bridge Advisors#1859 · 1,974 sh | 1,974 | $2.1M | 0.13% | +1.5% |
| 1860 | CALTON & ASSOCIATES#1860 · 1,969 sh | 1,969 | $2.1M | 0.31% | +8.2% |
| 1861 | WEALTH ALLIANCE#1861 · 1,969 sh | 1,969 | $2.1M | 0.18% | +18.0% |
| 1862 | Copley Financial Group#1862 · 1,965 sh | 1,965 | $2.1M | 1.27% | -46.8% |
| 1863 | WFA of San Diego#1863 · 2,448 sh | 2,448 | $2.1M | 1.71% | +1.6% |
| 1864 | EARNED WEALTH ADVISORS#1864 · 2,960 sh | 2,960 | $2.1M | 0.13% | +30.7% |
| 1865 | LIGHTHOUSE FINANCIAL SERVICES#1865 · 2,100 sh | 2,100 | $2.1M | 0.44% | -24.7% |
| 1866 | OPINICUS CAPITAL#1866 · 1,953 sh | 1,953 | $2.1M | 1.11% | -1.8% |
| 1867 | Zullo Investment Group#1867 · 1,947 sh | 1,947 | $2.1M | — | -0.3% |
| 1868 | ANGELES WEALTH MANAGEMENT#1868 · 1,947 sh | 1,947 | $2.1M | — | +9.6% |
| 1869 | Breakwater Capital Group#1869 · 1,946 sh | 1,946 | $2.1M | — | +2.5% |
| 1870 | ARMSTRONG ADVISORY GROUP#1870 · 1,944 sh | 1,944 | $2.1M | — | -5.6% |
| 1871 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#1871 · 1,943 sh | 1,943 | $2.1M | 0.25% | 0.0% |
| 1872 | Capital Advantage#1872 · 1,942 sh | 1,942 | $2.1M | — | -14.8% |
| 1873 | Olistico Wealth#1873 · 1,942 sh | 1,942 | $2.1M | — | 0.0% |
| 1874 | Clear Creek Financial Management#1874 · 1,941 sh | 1,941 | $2.1M | 0.13% | +3.6% |
| 1875 | Wealth Enhancement Services#1875 · 1,938 sh | 1,938 | $2.1M | — | -13.2% |
| 1876 | Accredited Investors#1876 · 1,935 sh | 1,935 | $2.1M | 0.09% | +8.4% |
| 1877 | Shepherd Street Advisors#1877 · 2,253 sh | 2,253 | $2.1M | — | -3.5% |
| 1878 | PSI Advisors#1878 · 1,930 sh | 1,930 | $2.1M | 0.48% | +14.5% |
| 1879 | Kingdom Financial Group#1879 · 1,929 sh | 1,929 | $2.1M | 0.52% | +1308.0% |
| 1880 | TRANSCEND WEALTH COLLECTIVE#1880 · 1,926 sh | 1,926 | $2.1M | 0.14% | +9.9% |
| 1881 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#1881 · 1,924 sh | 1,924 | $2.0M | 0.32% | -4.0% |
| 1882 | Providence First#1882 · 1,923 sh | 1,923 | $2.0M | 0.57% | -1.1% |
| 1883 | SFMG#1883 · 1,922 sh | 1,922 | $2.0M | 0.12% | +5.1% |
| 1884 | Convergence Financial#1884 · 1,921 sh | 1,921 | $2.0M | 0.16% | +41.6% |
| 1885 | Alta Advisers Ltd#1885 · 1,917 sh | 1,917 | $2.0M | 0.46% | +7.0% |
| 1886 | FIRST FINANCIAL BANKSHARES#1886 · 1,915 sh | 1,915 | $2.0M | 0.04% | -0.7% |
| 1887 | Allen Investment Management#1887 · 1,913 sh | 1,913 | $2.0M | 0.02% | 0.0% |
| 1888 | Pines Wealth Management#1888 · 1,912 sh | 1,912 | $2.0M | — | -2.8% |
| 1889 | LifePlan Financial#1889 · 1,906 sh | 1,906 | $2.0M | — | -4.9% |
| 1890 | Trust Co#1890 · 1,904 sh | 1,904 | $2.0M | — | +0.1% |
| 1891 | Bedel Financial Consulting#1891 · 1,904 sh | 1,904 | $2.0M | 0.19% | -1.9% |
| 1892 | Boston Partners#1892 · 1,904 sh | 1,904 | $2.0M | <0.01% | -0.6% |
| 1893 | WOLVERINE ASSET MANAGEMENT#1893 · 1,900 sh | 1,900 | $2.0M | 0.02% | +5.2% |
| 1894 | OPTIONS SOLUTIONS#1894 · 1,900 sh | 1,900 | $2.0M | 1.04% | 0.0% |
| 1895 | Bridgewater Advisors#1895 · 2,436 sh | 2,436 | $2.0M | 0.11% | +0.7% |
| 1896 | Guardian Asset Advisors#1896 · 1,888 sh | 1,888 | $2.0M | — | +1.7% |
| 1897 | Cascades Capital Asset Management#1897 · 1,887 sh | 1,887 | $2.0M | 0.74% | +0.2% |
| 1898 | Fragasso Group#1898 · 1,887 sh | 1,887 | $2.0M | — | +10.6% |
| 1899 | FORBES J M & LLP#1899 · 1,885 sh | 1,885 | $2.0M | — | +35.6% |
| 1900 | Cornerstone Advisory#1900 · 1,884 sh | 1,884 | $2.0M | 0.17% | +3.6% |
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.