CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Allen Mooney & Barnes Investment Advisors#2201 · 1,337 sh | 1,337 | $1.4M | — | -34.3% |
| 2202 | HOWARD FINANCIAL SERVICES, LTD.#2202 · 1,338 sh | 1,338 | $1.4M | — | +111.7% |
| 2203 | Grant Street Asset Management#2203 · 1,332 sh | 1,332 | $1.4M | — | 0.0% |
| 2204 | Sivia Capital Partners#2204 · 1,329 sh | 1,329 | $1.4M | 0.17% | +1.9% |
| 2205 | PENN DAVIS MCFARLAND#2205 · 1,328 sh | 1,328 | $1.4M | — | -5.1% |
| 2206 | VeraBank, N.A.#2206 · 1,328 sh | 1,328 | $1.4M | 0.23% | -3.6% |
| 2207 | Newbridge Financial Services Group#2207 · 1,324 sh | 1,324 | $1.4M | — | -1.6% |
| 2208 | Bellwether Advisors#2208 · 1,324 sh | 1,324 | $1.4M | 0.21% | -80.1% |
| 2209 | S.A. Mason#2209 · 1,324 sh | 1,324 | $1.4M | — | +2.2% |
| 2210 | Warwick Investment Management#2210 · 1,323 sh | 1,323 | $1.4M | — | +3.4% |
| 2211 | MRA Advisory Group#2211 · 1,322 sh | 1,322 | $1.4M | — | -11.3% |
| 2212 | MOSAIC FAMILY WEALTH PARTNERS#2212 · 1,321 sh | 1,321 | $1.4M | 0.09% | +182.3% |
| 2213 | CacheTech#2213 · 1,315 sh | 1,315 | $1.4M | 0.23% | -3.4% |
| 2214 | Uniting Wealth Partners#2214 · 1,315 sh | 1,315 | $1.4M | 0.28% | -2.7% |
| 2215 | CarsonAllaria Wealth Management, Ltd.#2215 · 1,315 sh | 1,315 | $1.4M | 0.61% | +0.7% |
| 2216 | ENTERPRISE FINANCIAL SERVICES#2216 · 1,308 sh | 1,308 | $1.4M | 0.57% | +13.9% |
| 2217 | Capital Square#2217 · 1,460 sh | 1,460 | $1.4M | — | +0.7% |
| 2218 | Global Wealth Management#2218 · 1,306 sh | 1,306 | $1.4M | — | -47.0% |
| 2219 | Grey Ledge Advisors#2219 · 1,304 sh | 1,304 | $1.4M | 0.28% | -2.0% |
| 2220 | Merrion Investment Management#2220 · 1,300 sh | 1,300 | $1.4M | — | 0.0% |
| 2221 | Insight Advisors, / PA#2221 · 1,298 sh | 1,298 | $1.4M | — | +0.5% |
| 2222 | PETRA FINANCIAL ADVISORS#2222 · 1,297 sh | 1,297 | $1.4M | 0.64% | New |
| 2223 | Bull Harbor Capital#2223 · 1,284 sh | 1,284 | $1.4M | 0.27% | +9.6% |
| 2224 | LFA - Lugano Financial Advisors SA#2224 · 1,284 sh | 1,284 | $1.4M | 0.82% | +2.7% |
| 2225 | INVESTMENT ADVISORY SERVICES /TX#2225 · 1,283 sh | 1,283 | $1.4M | — | -18.0% |
| 2226 | Hardin Capital Partners#2226 · 1,275 sh | 1,275 | $1.4M | — | -4.5% |
| 2227 | ORRSTOWN FINANCIAL SERVICES#2227 · 1,280 sh | 1,280 | $1.4M | — | -2.4% |
| 2228 | Fund Advisors of America#2228 · 1,279 sh | 1,279 | $1.4M | 1.24% | -1.2% |
| 2229 | PKS Advisory Services#2229 · 1,278 sh | 1,278 | $1.4M | — | +130.7% |
| 2230 | Future Fund#2230 · 1,277 sh | 1,277 | $1.4M | 0.39% | -27.1% |
| 2231 | Sunbeam Capital Management#2231 · 1,272 sh | 1,272 | $1.4M | 0.62% | +9.3% |
| 2232 | First Growth Capital#2232 · 1,271 sh | 1,271 | $1.4M | — | -2.2% |
| 2233 | Alpha Family#2233 · 1,270 sh | 1,270 | $1.4M | 0.54% | 0.0% |
| 2234 | Rise Advisors#2234 · 1,269 sh | 1,269 | $1.4M | — | -0.9% |
| 2235 | Bay Capital Advisors#2235 · 1,266 sh | 1,266 | $1.3M | — | 0.0% |
| 2236 | FIRST COMMUNITY NA#2236 · 1,264 sh | 1,264 | $1.3M | — | +32.9% |
| 2237 | Legacy Advisors#2237 · 1,263 sh | 1,263 | $1.3M | — | +28.5% |
| 2238 | Palogic Value Management, L.P.#2238 · 1,261 sh | 1,261 | $1.3M | 0.44% | -5.6% |
| 2239 | Elwood & Goetz Wealth Advisory Group#2239 · 1,259 sh | 1,259 | $1.3M | 0.20% | -7.7% |
| 2240 | ONEFUND#2240 · 1,259 sh | 1,259 | $1.3M | 0.76% | -2.1% |
| 2241 | GLOBALT Investments / GA#2241 · 1,252 sh | 1,252 | $1.3M | — | -0.1% |
| 2242 | Evanson Financial#2242 · 1,250 sh | 1,250 | $1.3M | — | — |
| 2243 | Cane Capital Partners#2243 · 1,249 sh | 1,249 | $1.3M | — | -8.9% |
| 2244 | YHB Investment Advisors#2244 · 1,249 sh | 1,249 | $1.3M | — | -5.2% |
| 2245 | Oakwell Private Wealth Management#2245 · 1,246 sh | 1,246 | $1.3M | 0.22% | +208.4% |
| 2246 | Aventura Private Wealth#2246 · 1,243 sh | 1,243 | $1.3M | 0.41% | +20.3% |
| 2247 | Greenline Partners#2247 · 1,242 sh | 1,242 | $1.3M | 0.13% | 0.0% |
| 2248 | Mengis Capital Management#2248 · 1,241 sh | 1,241 | $1.3M | — | -7.1% |
| 2249 | ANCHYRA PARTNERS#2249 · 1,239 sh | 1,239 | $1.3M | — | +6.9% |
| 2250 | MONARCH CAPITAL MANAGEMENT#2250 · 1,237 sh | 1,237 | $1.3M | — | 0.0% |
| 2251 | VISTA INVESTMENT PARTNERS#2251 · 1,237 sh | 1,237 | $1.3M | — | -1.0% |
| 2252 | MFA Wealth Services#2252 · 1,231 sh | 1,231 | $1.3M | — | -5.2% |
| 2253 | Bangor Savings Bank#2253 · 1,231 sh | 1,231 | $1.3M | — | 0.0% |
| 2254 | Migdal Insurance & Financial Ltd.#2254 · 1,228 sh | 1,228 | $1.3M | <0.01% | 0.0% |
| 2255 | FIDUCIARY FINANCIAL GROUP#2255 · 1,224 sh | 1,224 | $1.3M | — | +9.1% |
| 2256 | Joule Financial#2256 · 1,224 sh | 1,224 | $1.3M | 0.35% | +0.3% |
| 2257 | Madison Asset Management#2257 · 1,223 sh | 1,223 | $1.3M | 0.02% | -32.0% |
| 2258 | Heritage Wealth Advisors#2258 · 1,223 sh | 1,223 | $1.3M | 0.04% | 0.0% |
| 2259 | First Nebraska#2259 · 1,222 sh | 1,222 | $1.3M | 0.11% | -3.9% |
| 2260 | Private Capital Management#2260 · 1,220 sh | 1,220 | $1.3M | 0.11% | 0.0% |
| 2261 | Black Diamond Financial#2261 · 1,218 sh | 1,218 | $1.3M | — | +1.3% |
| 2262 | Northstar Financial Companies#2262 · 1,215 sh | 1,215 | $1.3M | 0.87% | 0.0% |
| 2263 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#2263 · 1,215 sh | 1,215 | $1.3M | — | 0.0% |
| 2264 | Congress Park Capital#2264 · 1,215 sh | 1,215 | $1.3M | — | -23.3% |
| 2265 | Vines Capital Management#2265 · 1,214 sh | 1,214 | $1.3M | 1.06% | 0.0% |
| 2266 | Hamilton Capital#2266 · 1,212 sh | 1,212 | $1.3M | — | +3.1% |
| 2267 | Legacy Financial Group#2267 · 1,212 sh | 1,212 | $1.3M | 0.15% | +0.5% |
| 2268 | Oakmont Investment Advisors#2268 · 1,208 sh | 1,208 | $1.3M | — | -7.4% |
| 2269 | Bridgewealth Advisory Group#2269 · 1,208 sh | 1,208 | $1.3M | 0.24% | -5.3% |
| 2270 | Maple Capital Management#2270 · 1,206 sh | 1,206 | $1.3M | 0.08% | 0.0% |
| 2271 | SMITH SHELLNUT WILSON#2271 · 1,206 sh | 1,206 | $1.3M | — | 0.0% |
| 2272 | KEB ASSET MANAGEMENT#2272 · 1,204 sh | 1,204 | $1.3M | 0.21% | 0.0% |
| 2273 | Keating Financial Advisory Services#2273 · 1,200 sh | 1,200 | $1.3M | 0.17% | -3.2% |
| 2274 | Symmetry Partners#2274 · 1,199 sh | 1,199 | $1.3M | 0.07% | +101.5% |
| 2275 | TFB Advisors#2275 · 1,196 sh | 1,196 | $1.3M | 0.56% | -0.5% |
| 2276 | Pinnacle Financial Group, / IL#2276 · 1,195 sh | 1,195 | $1.3M | 0.31% | -1.8% |
| 2277 | ROBERTS GLORE#2277 · 1,192 sh | 1,192 | $1.3M | 0.31% | +57.3% |
| 2278 | EWA#2278 · 1,190 sh | 1,190 | $1.3M | 0.23% | +11.8% |
| 2279 | Next Level Private#2279 · 1,190 sh | 1,190 | $1.3M | — | -17.8% |
| 2280 | Dickmeyer Boyce Financial Management#2280 · 1,190 sh | 1,190 | $1.3M | — | -0.5% |
| 2281 | American Money Management#2281 · 1,188 sh | 1,188 | $1.3M | 0.18% | +0.1% |
| 2282 | LEIGH BALDWIN#2282 · 1,187 sh | 1,187 | $1.3M | 0.68% | -6.3% |
| 2283 | Integrity Wealth Solutions#2283 · 1,186 sh | 1,186 | $1.3M | 0.47% | +0.1% |
| 2284 | Philadelphia Investment Partners#2284 · 1,459 sh | 1,459 | $1.3M | 0.78% | 0.0% |
| 2285 | McElhenny Sheffield Capital Management#2285 · 1,180 sh | 1,180 | $1.3M | 0.31% | -0.8% |
| 2286 | AVITY INVESTMENT MANAGEMENT#2286 · 1,180 sh | 1,180 | $1.3M | — | -14.8% |
| 2287 | OKABENA INVESTMENT SERVICES#2287 · 1,175 sh | 1,175 | $1.3M | 0.22% | 0.0% |
| 2288 | American State Bank (Iowa)#2288 · 1,175 sh | 1,175 | $1.3M | 0.51% | +6.0% |
| 2289 | EAGLE WEALTH STRATEGIES#2289 · 1,175 sh | 1,175 | $1.3M | — | +0.3% |
| 2290 | Five Oceans Advisors#2290 · 1,174 sh | 1,174 | $1.3M | — | -0.4% |
| 2291 | ADAMSBROWN WEALTH CONSULTANTS#2291 · 1,173 sh | 1,173 | $1.2M | — | -0.3% |
| 2292 | Chico Wealth RIA#2292 · 1,171 sh | 1,171 | $1.2M | 0.65% | +1.2% |
| 2293 | Westshore Wealth#2293 · 1,171 sh | 1,171 | $1.2M | 0.39% | -0.3% |
| 2294 | Basepoint Wealth#2294 · 1,171 sh | 1,171 | $1.2M | 0.71% | -5.3% |
| 2295 | SYM FINANCIAL#2295 · 1,171 sh | 1,171 | $1.2M | — | +8.9% |
| 2296 | AUA CAPITAL MANAGEMENT#2296 · 1,170 sh | 1,170 | $1.2M | — | 0.0% |
| 2297 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#2297 · 1,485 sh | 1,485 | $1.2M | 0.69% | -5.0% |
| 2298 | PGIM Custom Harvest#2298 · 1,167 sh | 1,167 | $1.2M | 0.02% | +45.3% |
| 2299 | AVISO WEALTH MANAGEMENT#2299 · 1,164 sh | 1,164 | $1.2M | 0.42% | +3.5% |
| 2300 | LAZARI CAPITAL MANAGEMENT#2300 · 1,164 sh | 1,164 | $1.2M | — | -8.1% |
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.