CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Harbour & Investment Management#2101 · 1,510 sh | 1,510 | $1.6M | 0.15% | -1.9% |
| 2102 | CARY STREET PARTNERS INVESTMENT ADVISORY#2102 · 1,509 sh | 1,509 | $1.6M | 0.33% | +13.4% |
| 2103 | FSB PREMIER WEALTH MANAGEMENT#2103 · 1,507 sh | 1,507 | $1.6M | 0.45% | +15.0% |
| 2104 | Lewis Asset Management#2104 · 1,505 sh | 1,505 | $1.6M | — | +376.3% |
| 2105 | SJS Investment Consulting#2105 · 1,504 sh | 1,504 | $1.6M | — | +8.4% |
| 2106 | Slocum, Gordon & LLP#2106 · 1,503 sh | 1,503 | $1.6M | — | +0.2% |
| 2107 | CHICKASAW CAPITAL MANAGEMENT#2107 · 1,500 sh | 1,500 | $1.6M | — | 0.0% |
| 2108 | Bill Few Associates#2108 · 1,499 sh | 1,499 | $1.6M | — | -20.7% |
| 2109 | VICUS CAPITAL#2109 · 1,498 sh | 1,498 | $1.6M | 0.10% | -12.3% |
| 2110 | Burton Enright Welch#2110 · 1,496 sh | 1,496 | $1.6M | 0.19% | -10.5% |
| 2111 | FSA Advisors#2111 · 1,490 sh | 1,490 | $1.6M | 0.73% | +0.2% |
| 2112 | Atom Investors#2112 · 1,483 sh | 1,483 | $1.6M | 0.14% | New |
| 2113 | Cromwell#2113 · 1,476 sh | 1,476 | $1.6M | 0.71% | 0.0% |
| 2114 | Thayer Partners, / MA#2114 · 1,475 sh | 1,475 | $1.6M | 0.65% | -7.6% |
| 2115 | OneAscent Wealth Management#2115 · 1,474 sh | 1,474 | $1.6M | 0.47% | +0.1% |
| 2116 | Aberdeen Wealth Management#2116 · 1,470 sh | 1,470 | $1.6M | 0.75% | -31.7% |
| 2117 | Worth Financial Advisory Group#2117 · 1,468 sh | 1,468 | $1.6M | — | New |
| 2118 | Commonwealth Financial Services#2118 · 1,468 sh | 1,468 | $1.6M | — | +12.3% |
| 2119 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#2119 · 1,467 sh | 1,467 | $1.6M | — | -17.8% |
| 2120 | Sun Financial#2120 · 1,865 sh | 1,865 | $1.6M | 0.74% | -21.4% |
| 2121 | Proactive Wealth Strategies#2121 · 1,464 sh | 1,464 | $1.6M | 0.25% | +98.6% |
| 2122 | Stokes Family Office#2122 · 1,465 sh | 1,465 | $1.6M | 0.18% | -9.2% |
| 2123 | Sanchez Levi Garrett#2123 · 1,463 sh | 1,463 | $1.6M | 0.85% | +1.7% |
| 2124 | West Family Investments#2124 · 1,461 sh | 1,461 | $1.6M | 0.45% | +18.8% |
| 2125 | Paulson Wealth Management#2125 · 1,458 sh | 1,458 | $1.6M | 0.33% | +0.4% |
| 2126 | FOSTER DYKEMA CABOT & PARTNERS#2126 · 1,458 sh | 1,458 | $1.6M | 0.09% | +2.8% |
| 2127 | Interchange Capital Partners#2127 · 1,455 sh | 1,455 | $1.5M | 0.29% | +20.4% |
| 2128 | Bravera Wealth#2128 · 1,453 sh | 1,453 | $1.5M | 0.59% | -1.6% |
| 2129 | Clark Asset Management#2129 · 1,452 sh | 1,452 | $1.5M | — | +2.7% |
| 2130 | McCollum Christoferson Group#2130 · 1,450 sh | 1,450 | $1.5M | — | 0.0% |
| 2131 | CALIBER WEALTH MANAGEMENT, / KS#2131 · 1,450 sh | 1,450 | $1.5M | 0.15% | +5.8% |
| 2132 | Income Insurance Ltd#2132 · 1,449 sh | 1,449 | $1.5M | — | +2.8% |
| 2133 | Goepper Burkhardt#2133 · 1,447 sh | 1,447 | $1.5M | 0.46% | -1.4% |
| 2134 | Transcendent Capital Group#2134 · 1,447 sh | 1,447 | $1.5M | 0.60% | -0.2% |
| 2135 | Sanchez Wealth Management Group#2135 · 1,442 sh | 1,442 | $1.5M | 0.27% | +0.2% |
| 2136 | Moss Adams Wealth Advisors#2136 · 1,441 sh | 1,441 | $1.5M | 0.10% | +3.4% |
| 2137 | WealthCare Asset Management#2137 · 1,440 sh | 1,440 | $1.5M | — | New |
| 2138 | Smith Group Asset Management#2138 · 1,439 sh | 1,439 | $1.5M | 0.06% | New |
| 2139 | WATERS PARKERSON#2139 · 1,438 sh | 1,438 | $1.5M | 0.08% | -3.4% |
| 2140 | Alchemi Wealth#2140 · 1,435 sh | 1,435 | $1.5M | 0.72% | +10.3% |
| 2141 | UNION SAVINGS BANK#2141 · 1,435 sh | 1,435 | $1.5M | — | -5.0% |
| 2142 | Capital Advisors Wealth Management#2142 · 1,433 sh | 1,433 | $1.5M | — | +2.5% |
| 2143 | Chancellor Financial Group WB#2143 · 1,433 sh | 1,433 | $1.5M | 0.94% | -50.1% |
| 2144 | MAGNOLIA CAPITAL ADVISORS#2144 · 1,429 sh | 1,429 | $1.5M | 0.26% | -6.9% |
| 2145 | Coyle Financial Counsel#2145 · 1,429 sh | 1,429 | $1.5M | 0.28% | +2.5% |
| 2146 | TRUSTCO BANK N Y#2146 · 1,428 sh | 1,428 | $1.5M | 1.11% | -4.0% |
| 2147 | SWISS RE LTD#2147 · 1,428 sh | 1,428 | $1.5M | 0.14% | +526.3% |
| 2148 | Gs Investments#2148 · 1,428 sh | 1,428 | $1.5M | 1.10% | New |
| 2149 | Blankinship & Foster#2149 · 1,426 sh | 1,426 | $1.5M | — | 0.0% |
| 2150 | Mosaic Advisors#2150 · 1,425 sh | 1,425 | $1.5M | 2.04% | 0.0% |
| 2151 | Juno Financial Group#2151 · 1,423 sh | 1,423 | $1.5M | 0.54% | -7.2% |
| 2152 | Campbell & Investment Adviser#2152 · 1,423 sh | 1,423 | $1.5M | 0.08% | -63.0% |
| 2153 | Annex Advisory Services#2153 · 1,420 sh | 1,420 | $1.5M | — | +9.5% |
| 2154 | apricus wealth#2154 · 1,420 sh | 1,420 | $1.5M | — | +1.9% |
| 2155 | Tumwater Wealth Management#2155 · 1,416 sh | 1,416 | $1.5M | 0.55% | +0.1% |
| 2156 | Balboa Wealth Partners#2156 · 1,414 sh | 1,414 | $1.5M | — | +8.1% |
| 2157 | Bryn Mawr Advisors#2157 · 1,411 sh | 1,411 | $1.5M | 0.07% | -14.4% |
| 2158 | RBO#2158 · 1,400 sh | 1,400 | $1.5M | 0.24% | -6.7% |
| 2159 | ACIMA PRIVATE WEALTH#2159 · 1,400 sh | 1,400 | $1.5M | — | 0.0% |
| 2160 | MONETTA FINANCIAL SERVICES#2160 · 1,400 sh | 1,400 | $1.5M | 1.00% | 0.0% |
| 2161 | GeoWealth Management#2161 · 1,396 sh | 1,396 | $1.5M | 0.05% | +10.3% |
| 2162 | LCNB#2162 · 1,397 sh | 1,397 | $1.5M | 0.46% | -22.6% |
| 2163 | Elgethun Capital Management#2163 · 1,395 sh | 1,395 | $1.5M | 0.21% | +2.6% |
| 2164 | Peachtree Investment Partners#2164 · 1,394 sh | 1,394 | $1.5M | 0.48% | +31.5% |
| 2165 | Prairie Wealth Advisors#2165 · 0 sh | 0 | $1.5M | 0.35% | New |
| 2166 | Park Edge Advisors#2166 · 1,390 sh | 1,390 | $1.5M | 0.31% | New |
| 2167 | DAVIDSON INVESTMENT ADVISORS#2167 · 1,389 sh | 1,389 | $1.5M | — | +16.0% |
| 2168 | Register Financial Advisors#2168 · 1,388 sh | 1,388 | $1.5M | — | +4.8% |
| 2169 | Northside Capital Management#2169 · 1,387 sh | 1,387 | $1.5M | — | -3.5% |
| 2170 | ZWJ INVESTMENT COUNSEL#2170 · 1,388 sh | 1,388 | $1.5M | — | +0.5% |
| 2171 | SWEENEY & MICHEL#2171 · 1,753 sh | 1,753 | $1.5M | — | +0.1% |
| 2172 | Planned Solutions#2172 · 1,385 sh | 1,385 | $1.5M | — | +1.7% |
| 2173 | First Pacific Financial#2173 · 1,382 sh | 1,382 | $1.5M | — | +1.9% |
| 2174 | Petix & Botte#2174 · 1,376 sh | 1,376 | $1.5M | 0.29% | +0.1% |
| 2175 | FCA#2175 · 1,375 sh | 1,375 | $1.5M | 0.36% | 0.0% |
| 2176 | WJ Financial Advisors#2176 · 1,370 sh | 1,370 | $1.5M | 1.07% | -1.4% |
| 2177 | Worth Asset Management#2177 · 1,367 sh | 1,367 | $1.5M | — | -56.4% |
| 2178 | Frisch Financial Group#2178 · 1,363 sh | 1,363 | $1.5M | 0.25% | -14.3% |
| 2179 | Cauble & Harre Wealth Management#2179 · 1,362 sh | 1,362 | $1.5M | 1.16% | -3.5% |
| 2180 | David J Yvars Group#2180 · 1,361 sh | 1,361 | $1.4M | — | -1.2% |
| 2181 | JEPPSON WEALTH MANAGEMENT#2181 · 1,361 sh | 1,361 | $1.4M | — | -9.3% |
| 2182 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2182 · 1,360 sh | 1,360 | $1.4M | — | -5.4% |
| 2183 | Wescott Financial Advisory Group#2183 · 1,359 sh | 1,359 | $1.4M | 0.11% | +0.5% |
| 2184 | WENDELL DAVID ASSOCIATES#2184 · 1,358 sh | 1,358 | $1.4M | 0.15% | 0.0% |
| 2185 | Asset Planning#2185 · 1,358 sh | 1,358 | $1.4M | — | +9.9% |
| 2186 | CPWA#2186 · 1,356 sh | 1,356 | $1.4M | 1.68% | +0.1% |
| 2187 | Pacifica Partners#2187 · 1,497 sh | 1,497 | $1.4M | — | -17.6% |
| 2188 | Range Financial Group#2188 · 1,354 sh | 1,354 | $1.4M | — | -6.7% |
| 2189 | Center For Asset Management#2189 · 1,353 sh | 1,353 | $1.4M | — | +0.7% |
| 2190 | Quadcap Wealth Management#2190 · 1,353 sh | 1,353 | $1.4M | 0.14% | +6.5% |
| 2191 | Traveka Wealth#2191 · 1,350 sh | 1,350 | $1.4M | — | +0.4% |
| 2192 | THOMAS STORY & SON#2192 · 1,350 sh | 1,350 | $1.4M | — | 0.0% |
| 2193 | Sandy Cove Advisors#2193 · 1,349 sh | 1,349 | $1.4M | 0.36% | +4.1% |
| 2194 | AF Advisors#2194 · 1,349 sh | 1,349 | $1.4M | 0.71% | -6.9% |
| 2195 | Peoples Bank#2195 · 1,348 sh | 1,348 | $1.4M | — | +1.9% |
| 2196 | NTV ASSET MANAGEMENT#2196 · 1,345 sh | 1,345 | $1.4M | — | +17.5% |
| 2197 | Leonteq Securities AG#2197 · 1,345 sh | 1,345 | $1.4M | 0.05% | -79.7% |
| 2198 | WINCAP FINANCIAL#2198 · 1,344 sh | 1,344 | $1.4M | — | +47.0% |
| 2199 | Fractal Investments#2199 · 1,342 sh | 1,342 | $1.4M | 0.16% | +203.6% |
| 2200 | WEST PACES ADVISORS#2200 · 1,338 sh | 1,338 | $1.4M | — | -4.2% |
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.