CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | August Group Capital Ltd#1901 · 1,884 sh | 1,884 | $2.0M | — | -3.2% |
| 1902 | Impact Capital Partners#1902 · 1,883 sh | 1,883 | $2.0M | — | +2.8% |
| 1903 | Wagner Wealth Management#1903 · 1,882 sh | 1,882 | $2.0M | — | +0.9% |
| 1904 | Pitcairn Wealth Advisors#1904 · 1,881 sh | 1,881 | $2.0M | 0.22% | -0.5% |
| 1905 | APPLETON PARTNERS#1905 · 1,879 sh | 1,879 | $2.0M | 0.12% | -0.7% |
| 1906 | Gradient Investments#1906 · 1,874 sh | 1,874 | $2.0M | — | +19.0% |
| 1907 | Quent Capital#1907 · 1,873 sh | 1,873 | $2.0M | 0.12% | +4.6% |
| 1908 | Windsor Capital Management#1908 · 1,872 sh | 1,872 | $2.0M | — | -11.2% |
| 1909 | WealthPLAN Partners#1909 · 1,869 sh | 1,869 | $2.0M | — | +11.4% |
| 1910 | Operose Advisors#1910 · 1,866 sh | 1,866 | $2.0M | 0.38% | -0.5% |
| 1911 | Kestra Investment Management#1911 · 1,866 sh | 1,866 | $2.0M | 0.04% | -23.6% |
| 1912 | Bell Bank#1912 · 1,865 sh | 1,865 | $2.0M | — | +0.6% |
| 1913 | Montz Harcus Wealth Management#1913 · 1,863 sh | 1,863 | $2.0M | — | +0.8% |
| 1914 | Alexis Investment Partners#1914 · 1,920 sh | 1,920 | $2.0M | 1.16% | -32.6% |
| 1915 | Centurion Wealth Management#1915 · 1,861 sh | 1,861 | $2.0M | — | -1.2% |
| 1916 | Westmount Partners#1916 · 1,859 sh | 1,859 | $2.0M | 0.43% | +0.2% |
| 1917 | Redhawk Wealth Advisors#1917 · 1,857 sh | 1,857 | $2.0M | — | +3.5% |
| 1918 | CARRET ASSET MANAGEMENT#1918 · 1,852 sh | 1,852 | $2.0M | 0.17% | +10.4% |
| 1919 | J. Team Financial#1919 · 1,850 sh | 1,850 | $2.0M | 1.91% | +47.8% |
| 1920 | FULTON BREAKEFIELD BROENNIMAN#1920 · 1,849 sh | 1,849 | $2.0M | 0.12% | +1.4% |
| 1921 | J.Safra Asset Management#1921 · 1,848 sh | 1,848 | $2.0M | 0.09% | +2.3% |
| 1922 | Marion Wealth Management#1922 · 1,847 sh | 1,847 | $2.0M | — | +0.2% |
| 1923 | Fiera Capital#1923 · 1,845 sh | 1,845 | $2.0M | <0.01% | 0.0% |
| 1924 | XXI WEALTH#1924 · 1,843 sh | 1,843 | $2.0M | — | -1.7% |
| 1925 | Baker Ellis Asset Management#1925 · 1,842 sh | 1,842 | $2.0M | — | -5.9% |
| 1926 | BAYBAN#1926 · 1,842 sh | 1,842 | $2.0M | 1.50% | +5.7% |
| 1927 | Mirabaud Asset Management Ltd#1927 · 1,897 sh | 1,897 | $2.0M | 1.63% | New |
| 1928 | HARRIS ASSOCIATES L P#1928 · 1,840 sh | 1,840 | $2.0M | <0.01% | 0.0% |
| 1929 | 44 WEALTH MANAGEMENT#1929 · 1,834 sh | 1,834 | $2.0M | 0.65% | +37.7% |
| 1930 | BALDWIN WEALTH PARTNERS#1930 · 1,831 sh | 1,831 | $1.9M | — | 0.0% |
| 1931 | WILLIAM JOHN SEMPOLINSKI#1931 · 1,830 sh | 1,830 | $1.9M | — | 0.0% |
| 1932 | SMITH CHAS P & ASSOCIATES PA CPAS#1932 · 1,825 sh | 1,825 | $1.9M | — | -1.1% |
| 1933 | Optas#1933 · 1,824 sh | 1,824 | $1.9M | 0.27% | +1.8% |
| 1934 | Lakeridge Wealth Management#1934 · 1,822 sh | 1,822 | $1.9M | 0.71% | +1.2% |
| 1935 | Beaumont Financial Advisors#1935 · 1,820 sh | 1,820 | $1.9M | — | -3.3% |
| 1936 | China Universal Asset Management , Ltd.#1936 · 1,818 sh | 1,818 | $1.9M | 0.12% | +36.4% |
| 1937 | DOLIVER ADVISORS#1937 · 1,818 sh | 1,818 | $1.9M | — | -8.2% |
| 1938 | Horst & Graben Wealth Management#1938 · 1,951 sh | 1,951 | $1.9M | 0.25% | +0.1% |
| 1939 | YANKCOM Partnership#1939 · 1,811 sh | 1,811 | $1.9M | — | -15.4% |
| 1940 | 626 Financial#1940 · 1,807 sh | 1,807 | $1.9M | 0.75% | 0.0% |
| 1941 | Moment Partners#1941 · 1,806 sh | 1,806 | $1.9M | 0.35% | 0.0% |
| 1942 | SmartHarvest Portfolios#1942 · 1,804 sh | 1,804 | $1.9M | — | +3.2% |
| 1943 | Lakeside Advisors#1943 · 1,804 sh | 1,804 | $1.9M | — | +0.1% |
| 1944 | CHILTON INVESTMENT#1944 · 1,802 sh | 1,802 | $1.9M | 0.05% | +48.3% |
| 1945 | Violich Capital Management#1945 · 1,800 sh | 1,800 | $1.9M | — | 0.0% |
| 1946 | FSM Wealth Advisors#1946 · 1,800 sh | 1,800 | $1.9M | 0.20% | +11.9% |
| 1947 | PLANNING ALTERNATIVES LTD#1947 · 1,798 sh | 1,798 | $1.9M | 0.21% | +1.4% |
| 1948 | Veracity Capital#1948 · 1,797 sh | 1,797 | $1.9M | — | +0.4% |
| 1949 | Pinpoint Asset Management (Singapore) Pte. Ltd.#1949 · 1,796 sh | 1,796 | $1.9M | 0.39% | +93.7% |
| 1950 | Whalen Wealth Management#1950 · 1,793 sh | 1,793 | $1.9M | — | -27.2% |
| 1951 | EXCALIBUR MANAGEMENT#1951 · 1,785 sh | 1,785 | $1.9M | 0.63% | -3.1% |
| 1952 | Tarbox Group#1952 · 1,783 sh | 1,783 | $1.9M | — | 0.0% |
| 1953 | Mendel Money Management#1953 · 1,778 sh | 1,778 | $1.9M | 0.69% | -43.9% |
| 1954 | SANDERS MORRIS HARRIS#1954 · 1,775 sh | 1,775 | $1.9M | — | 0.0% |
| 1955 | Davis Investment Partners#1955 · 1,773 sh | 1,773 | $1.9M | 0.57% | +0.1% |
| 1956 | Relyea Zuckerberg Hanson#1956 · 1,772 sh | 1,772 | $1.9M | — | +2.4% |
| 1957 | Diligent Investors#1957 · 1,771 sh | 1,771 | $1.9M | — | -1.9% |
| 1958 | Vigil Wealth Management#1958 · 1,768 sh | 1,768 | $1.9M | 1.34% | +0.9% |
| 1959 | Taylor Financial Group#1959 · 1,768 sh | 1,768 | $1.9M | 1.03% | 0.0% |
| 1960 | Core Alternative Capital#1960 · 1,767 sh | 1,767 | $1.9M | 0.56% | -0.7% |
| 1961 | HAMEL ASSOCIATES#1961 · 1,775 sh | 1,775 | $1.9M | 0.52% | -0.9% |
| 1962 | MINDSET WEALTH MANAGEMENT#1962 · 1,766 sh | 1,766 | $1.9M | — | +12.8% |
| 1963 | Kozak & Associates#1963 · 1,893 sh | 1,893 | $1.9M | 0.33% | +4.4% |
| 1964 | TOWNSEND ASSET MANAGEMENT /NC#1964 · 1,760 sh | 1,760 | $1.9M | 0.60% | +1.0% |
| 1965 | Clarus Wealth Advisors#1965 · 1,974 sh | 1,974 | $1.9M | — | -4.8% |
| 1966 | Red Door Wealth Management#1966 · 1,757 sh | 1,757 | $1.9M | 0.17% | +6.0% |
| 1967 | WRAPMANAGER#1967 · 1,755 sh | 1,755 | $1.9M | 0.58% | -5.2% |
| 1968 | KRM WEALTH MANAGEMENT L.L.C.#1968 · 1,754 sh | 1,754 | $1.9M | 0.82% | -2.1% |
| 1969 | Fortis Capital Management#1969 · 1,752 sh | 1,752 | $1.9M | 0.21% | -1.1% |
| 1970 | FAGAN ASSOCIATES#1970 · 1,752 sh | 1,752 | $1.9M | — | +8.7% |
| 1971 | Abel Hall#1971 · 1,752 sh | 1,752 | $1.9M | — | +1.1% |
| 1972 | Empirical Asset Management#1972 · 1,751 sh | 1,751 | $1.9M | 0.42% | +12.5% |
| 1973 | Carlton Hofferkamp & Jenks Wealth Management#1973 · 2,096 sh | 2,096 | $1.9M | — | -2.0% |
| 1974 | Defiance ETFs#1974 · 1,879 sh | 1,879 | $1.9M | 0.03% | +18.5% |
| 1975 | Tempo Wealth#1975 · 1,746 sh | 1,746 | $1.9M | — | +22.7% |
| 1976 | OF VIRGINIA#1976 · 1,745 sh | 1,745 | $1.9M | — | +0.2% |
| 1977 | FIRETHORN WEALTH PARTNERS#1977 · 1,743 sh | 1,743 | $1.9M | — | -24.3% |
| 1978 | Quantum Financial Advisors#1978 · 1,736 sh | 1,736 | $1.8M | 0.18% | +4.4% |
| 1979 | Triad Wealth Partners#1979 · 2,227 sh | 2,227 | $1.8M | — | +67.6% |
| 1980 | VisionPoint Advisory Group#1980 · 1,733 sh | 1,733 | $1.8M | — | +3.4% |
| 1981 | ORSER CAPITAL MANAGEMENT#1981 · 1,729 sh | 1,729 | $1.8M | — | 0.0% |
| 1982 | LifeSteps Financial#1982 · 1,728 sh | 1,728 | $1.8M | — | -0.2% |
| 1983 | PETTYJOHN, WOOD & WHITE#1983 · 1,727 sh | 1,727 | $1.8M | 0.27% | +1.8% |
| 1984 | Base Wealth Management#1984 · 1,724 sh | 1,724 | $1.8M | — | 0.0% |
| 1985 | Zinnia Wealth Advisory#1985 · 1,722 sh | 1,722 | $1.8M | 1.87% | +0.3% |
| 1986 | McLaughlin Asset Management#1986 · 1,722 sh | 1,722 | $1.8M | 12.24% | -59.8% |
| 1987 | Grant Private Wealth Management#1987 · 1,720 sh | 1,720 | $1.8M | — | +7.6% |
| 1988 | Wealth Quarterback#1988 · 1,719 sh | 1,719 | $1.8M | — | +0.1% |
| 1989 | Vantus Wealth#1989 · 1,719 sh | 1,719 | $1.8M | 0.98% | — |
| 1990 | CHECK CAPITAL MANAGEMENT#1990 · 1,717 sh | 1,717 | $1.8M | 0.05% | 0.0% |
| 1991 | Basecamp Wealth Advisors#1991 · 1,717 sh | 1,717 | $1.8M | 0.34% | +0.4% |
| 1992 | GWN SECURITIES#1992 · 1,716 sh | 1,716 | $1.8M | 0.31% | -3.7% |
| 1993 | Purpose Unlimited#1993 · 1,710 sh | 1,710 | $1.8M | 0.07% | +7.8% |
| 1994 | DIVERSIFIED MANAGEMENT#1994 · 1,710 sh | 1,710 | $1.8M | — | -51.5% |
| 1995 | HALL LAURIE J TRUSTEE#1995 · 1,707 sh | 1,707 | $1.8M | — | 0.0% |
| 1996 | Crewe Advisors#1996 · 1,707 sh | 1,707 | $1.8M | 0.13% | +4.7% |
| 1997 | Kohmann Bosshard Financial Services#1997 · 1,706 sh | 1,706 | $1.8M | 0.15% | 0.0% |
| 1998 | Accel Wealth Management#1998 · 1,705 sh | 1,705 | $1.8M | — | +5.2% |
| 1999 | Analyst IMS Investment Management Services Ltd.#1999 · 1,705 sh | 1,705 | $1.8M | 0.04% | -28.7% |
| 2000 | Sunpointe#2000 · 1,705 sh | 1,705 | $1.8M | — | -10.9% |
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.