CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#2001 · 1,702 sh | 1,702 | $1.8M | 0.09% | 0.0% |
| 2002 | Acorns Advisers#2002 · 1,701 sh | 1,701 | $1.8M | 0.01% | +7.3% |
| 2003 | SIGNATURE ESTATE & INVESTMENT ADVISORS#2003 · 1,701 sh | 1,701 | $1.8M | — | -9.2% |
| 2004 | Main Street Financial Solutions#2004 · 1,695 sh | 1,695 | $1.8M | 0.12% | +5.7% |
| 2005 | OFC FINANCIAL PLANNING#2005 · 1,695 sh | 1,695 | $1.8M | 1.60% | 0.0% |
| 2006 | Garner Asset Management#2006 · 1,692 sh | 1,692 | $1.8M | 0.58% | -0.4% |
| 2007 | Sawyer & Company#2007 · 1,692 sh | 1,692 | $1.8M | — | New |
| 2008 | CARDIFF PARK ADVISORS#2008 · 1,688 sh | 1,688 | $1.8M | 0.14% | -8.1% |
| 2009 | Arcus Capital Partners#2009 · 1,687 sh | 1,687 | $1.8M | 0.74% | +90.4% |
| 2010 | Rosenberg Matthew Hamilton#2010 · 1,685 sh | 1,685 | $1.8M | — | +5.6% |
| 2011 | Opal Wealth Advisors#2011 · 1,681 sh | 1,681 | $1.8M | — | -3.5% |
| 2012 | Nadler Financial Group#2012 · 1,675 sh | 1,675 | $1.8M | — | 0.0% |
| 2013 | Summit Global Investments#2013 · 1,673 sh | 1,673 | $1.8M | 0.10% | -17.1% |
| 2014 | Regent Peak Wealth Advisors#2014 · 1,672 sh | 1,672 | $1.8M | — | +1.1% |
| 2015 | DMC Group#2015 · 1,672 sh | 1,672 | $1.8M | — | -5.4% |
| 2016 | Charis Legacy Partners#2016 · 1,670 sh | 1,670 | $1.8M | — | 0.0% |
| 2017 | SAGE FINANCIAL GROUP#2017 · 1,667 sh | 1,667 | $1.8M | 0.10% | +316.8% |
| 2018 | Planning Center#2018 · 1,666 sh | 1,666 | $1.8M | 0.17% | +3.0% |
| 2019 | TRB Wealth Management#2019 · 1,663 sh | 1,663 | $1.8M | 0.24% | -15.9% |
| 2020 | Rossby Financial, LCC#2020 · 1,662 sh | 1,662 | $1.8M | 0.32% | +13.1% |
| 2021 | W ADVISORS#2021 · 1,661 sh | 1,661 | $1.8M | 0.80% | -21.4% |
| 2022 | Mine & Arao Wealth Creation & Management#2022 · 1,658 sh | 1,658 | $1.8M | 0.64% | +0.1% |
| 2023 | Grove Bank#2023 · 1,654 sh | 1,654 | $1.8M | — | -3.2% |
| 2024 | Citizens Business Bank#2024 · 1,654 sh | 1,654 | $1.8M | 0.27% | +0.4% |
| 2025 | RIDGECREST WEALTH PARTNERS#2025 · 1,653 sh | 1,653 | $1.8M | — | -0.4% |
| 2026 | NOVEM GROUP#2026 · 1,651 sh | 1,651 | $1.8M | — | -0.8% |
| 2027 | Kaydan Wealth Management#2027 · 1,650 sh | 1,650 | $1.8M | — | +0.4% |
| 2028 | Keystone Wealth Services#2028 · 1,649 sh | 1,649 | $1.8M | 0.33% | +30.8% |
| 2029 | Mirador Capital Partners#2029 · 1,649 sh | 1,649 | $1.8M | — | +4.8% |
| 2030 | Advisory Resource Group#2030 · 1,648 sh | 1,648 | $1.8M | — | +0.4% |
| 2031 | COOPER/HAIMS ADVISORS#2031 · 1,646 sh | 1,646 | $1.8M | 0.75% | +1.2% |
| 2032 | Ellevest#2032 · 1,666 sh | 1,666 | $1.7M | 0.21% | -1.0% |
| 2033 | WealthTrust Axiom#2033 · 1,643 sh | 1,643 | $1.7M | 0.39% | -0.2% |
| 2034 | WULFF, HANSEN#2034 · 1,641 sh | 1,641 | $1.7M | 1.34% | -6.0% |
| 2035 | Tennessee Valley Asset Management Partners#2035 · 1,640 sh | 1,640 | $1.7M | 0.19% | +46.7% |
| 2036 | Avantra Family Wealth#2036 · 1,638 sh | 1,638 | $1.7M | — | +24.1% |
| 2037 | FORTRESS PRIVATE LEDGER#2037 · 1,636 sh | 1,636 | $1.7M | 0.47% | +4.9% |
| 2038 | Warner Group#2038 · 1,636 sh | 1,636 | $1.7M | 0.43% | +115.5% |
| 2039 | Stonebridge Financial Group#2039 · 1,635 sh | 1,635 | $1.7M | — | +0.7% |
| 2040 | Merrithew & Thorsten#2040 · 1,631 sh | 1,631 | $1.7M | 1.48% | +0.2% |
| 2041 | BlueSky Wealth Advisors#2041 · 1,629 sh | 1,629 | $1.7M | 0.20% | -2.0% |
| 2042 | Financial Partners Group#2042 · 1,628 sh | 1,628 | $1.7M | — | +0.2% |
| 2043 | Taylor Hoffman Capital Management#2043 · 1,626 sh | 1,626 | $1.7M | 0.42% | -1.5% |
| 2044 | SILVIA MCCOLL WEALTH MANAGEMENT#2044 · 1,622 sh | 1,622 | $1.7M | — | 0.0% |
| 2045 | Nikulski Financial#2045 · 1,618 sh | 1,618 | $1.7M | 0.37% | 0.0% |
| 2046 | Range Advisory#2046 · 1,618 sh | 1,618 | $1.7M | 0.21% | +47.6% |
| 2047 | Revisor Wealth Management#2047 · 1,612 sh | 1,612 | $1.7M | — | +1.6% |
| 2048 | Pacific Point Advisors#2048 · 1,610 sh | 1,610 | $1.7M | 0.78% | -0.2% |
| 2049 | Annis Gardner Whiting Capital Advisors#2049 · 1,609 sh | 1,609 | $1.7M | 0.26% | -4.1% |
| 2050 | LANDAAS & /WI#2050 · 1,608 sh | 1,608 | $1.7M | 0.31% | -19.8% |
| 2051 | PRAIRIE ADVISORY#2051 · 1,605 sh | 1,605 | $1.7M | — | — |
| 2052 | One Degree Advisors#2052 · 1,722 sh | 1,722 | $1.7M | 0.38% | 0.0% |
| 2053 | WESCAP Management Group#2053 · 1,600 sh | 1,600 | $1.7M | 0.32% | 0.0% |
| 2054 | PURSUE WEALTH PARTNERS#2054 · 1,600 sh | 1,600 | $1.7M | 0.95% | 0.0% |
| 2055 | BARR E S#2055 · 1,595 sh | 1,595 | $1.7M | 0.10% | -1.5% |
| 2056 | One Capital Management#2056 · 2,392 sh | 2,392 | $1.7M | 0.05% | 0.0% |
| 2057 | Bigelow Investment Advisors#2057 · 1,591 sh | 1,591 | $1.7M | — | -3.6% |
| 2058 | JB Capital#2058 · 1,586 sh | 1,586 | $1.7M | — | +0.1% |
| 2059 | Raab & Moskowitz Asset Management#2059 · 1,586 sh | 1,586 | $1.7M | 0.34% | -0.1% |
| 2060 | LIBERTY SQUARE WEALTH PARTNERS#2060 · 1,585 sh | 1,585 | $1.7M | 0.40% | 0.0% |
| 2061 | Hilton Head Capital Partners#2061 · 1,585 sh | 1,585 | $1.7M | — | -1.6% |
| 2062 | Carrera Capital Advisors#2062 · 1,584 sh | 1,584 | $1.7M | 0.25% | +9.8% |
| 2063 | VALLEY NATIONAL ADVISERS#2063 · 1,582 sh | 1,582 | $1.7M | — | -1.0% |
| 2064 | WADDELL & ASSOCIATES#2064 · 1,579 sh | 1,579 | $1.7M | 0.08% | +74.9% |
| 2065 | Alpine Bank Wealth Management#2065 · 1,579 sh | 1,579 | $1.7M | — | -0.1% |
| 2066 | Goldenstone Wealth Management#2066 · 1,577 sh | 1,577 | $1.7M | 1.10% | -2.6% |
| 2067 | Ranch Capital Advisors#2067 · 1,577 sh | 1,577 | $1.7M | 0.53% | -2.1% |
| 2068 | Stonebridge Capital Advisors#2068 · 1,576 sh | 1,576 | $1.7M | 0.11% | +2.4% |
| 2069 | CONTRAVISORY INVESTMENT MANAGEMENT#2069 · 1,573 sh | 1,573 | $1.7M | — | +1.2% |
| 2070 | Meadow Creek Wealth Advisors#2070 · 1,573 sh | 1,573 | $1.7M | 1.02% | +11.6% |
| 2071 | Brady Martz Wealth Solutions#2071 · 1,570 sh | 1,570 | $1.7M | 0.25% | +0.4% |
| 2072 | SEEDS INVESTOR#2072 · 1,568 sh | 1,568 | $1.7M | 0.17% | +20.6% |
| 2073 | COMPASS CAPITAL /MA#2073 · 1,938 sh | 1,938 | $1.7M | 0.54% | +11.4% |
| 2074 | McGowan Group Asset Management#2074 · 1,565 sh | 1,565 | $1.7M | 0.20% | -5.3% |
| 2075 | SeaBridge Investment Advisors#2075 · 1,565 sh | 1,565 | $1.7M | 0.24% | 0.0% |
| 2076 | CAMDEN NATIONAL BANK#2076 · 1,565 sh | 1,565 | $1.7M | 0.22% | -2.0% |
| 2077 | Linscomb Wealth#2077 · 1,562 sh | 1,562 | $1.7M | 0.07% | -40.5% |
| 2078 | 55 North Private Wealth#2078 · 1,561 sh | 1,561 | $1.7M | — | +5.8% |
| 2079 | Sendero Wealth Management#2079 · 1,560 sh | 1,560 | $1.7M | — | +0.7% |
| 2080 | Madison Wealth Partners#2080 · 1,558 sh | 1,558 | $1.7M | 0.21% | +21.2% |
| 2081 | DHJJ Financial Advisors, Ltd.#2081 · 1,557 sh | 1,557 | $1.7M | — | -65.8% |
| 2082 | BIP Wealth#2082 · 1,553 sh | 1,553 | $1.7M | — | +62.4% |
| 2083 | Trinity Financial Advisors#2083 · 1,550 sh | 1,550 | $1.7M | — | 0.0% |
| 2084 | WAYCROSS PARTNERS#2084 · 1,550 sh | 1,550 | $1.7M | 0.14% | -11.4% |
| 2085 | McBroom & Associates#2085 · 1,550 sh | 1,550 | $1.7M | 0.83% | -14.2% |
| 2086 | 49 WEALTH MANAGEMENT#2086 · 1,545 sh | 1,545 | $1.6M | 0.31% | +11.2% |
| 2087 | ALONGSIDE#2087 · 1,545 sh | 1,545 | $1.6M | 0.31% | — |
| 2088 | Sterling Investment Advisors, Ltd.#2088 · 1,545 sh | 1,545 | $1.6M | 0.27% | -16.1% |
| 2089 | GOULD ASSET MANAGEMENT#2089 · 1,544 sh | 1,544 | $1.6M | 0.26% | -0.1% |
| 2090 | SAM Advisors#2090 · 1,540 sh | 1,540 | $1.6M | 0.45% | 0.0% |
| 2091 | Regal Investment Advisors#2091 · 1,540 sh | 1,540 | $1.6M | 0.09% | -23.7% |
| 2092 | KMG FIDUCIARY PARTNERS#2092 · 1,530 sh | 1,530 | $1.6M | — | -81.1% |
| 2093 | NVWM#2093 · 1,530 sh | 1,530 | $1.6M | — | +1.3% |
| 2094 | Destination Wealth Management#2094 · 1,529 sh | 1,529 | $1.6M | 0.04% | +15.3% |
| 2095 | Baron Wealth Management#2095 · 1,528 sh | 1,528 | $1.6M | 0.42% | +4.7% |
| 2096 | Affinity Capital Advisors#2096 · 1,673 sh | 1,673 | $1.6M | — | +1.9% |
| 2097 | Birchcreek Wealth Management#2097 · 1,515 sh | 1,515 | $1.6M | 0.63% | +17.4% |
| 2098 | AdvisorShares Investments#2098 · 1,511 sh | 1,511 | $1.6M | 0.19% | +103.9% |
| 2099 | Hickory Point Bank#2099 · 1,511 sh | 1,511 | $1.6M | — | -1.0% |
| 2100 | WOODSTOCK#2100 · 1,510 sh | 1,510 | $1.6M | — | -3.0% |
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.