CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Paragon Private Wealth Management#2301 · 1,163 sh | 1,163 | $1.2M | — | +2.2% |
| 2302 | BROGAN FINANCIAL#2302 · 1,161 sh | 1,161 | $1.2M | 0.50% | +0.2% |
| 2303 | COOKSON PEIRCE#2303 · 1,160 sh | 1,160 | $1.2M | 0.04% | +15.0% |
| 2304 | BAKER BOYER NATIONAL BANK#2304 · 1,158 sh | 1,158 | $1.2M | 0.34% | +1.1% |
| 2305 | QTR Family Wealth#2305 · 1,157 sh | 1,157 | $1.2M | 0.43% | +3.4% |
| 2306 | Meridian Wealth Advisors#2306 · 1,157 sh | 1,157 | $1.2M | 0.14% | +6.9% |
| 2307 | BlueStem Wealth Partners#2307 · 1,156 sh | 1,156 | $1.2M | 0.12% | -4.3% |
| 2308 | Orange Investment Advisors#2308 · 1,154 sh | 1,154 | $1.2M | — | -8.0% |
| 2309 | Wall Street Financial Group#2309 · 1,153 sh | 1,153 | $1.2M | 0.66% | +9.5% |
| 2310 | OXFORD FINANCIAL GROUP, LTD.#2310 · 1,152 sh | 1,152 | $1.2M | 0.06% | +51.6% |
| 2311 | Fingerlakes Wealth Management#2311 · 1,151 sh | 1,151 | $1.2M | 0.66% | -0.2% |
| 2312 | Lafayette Investments#2312 · 1,151 sh | 1,151 | $1.2M | 0.23% | -33.7% |
| 2313 | Sage Mountain Advisors#2313 · 1,151 sh | 1,151 | $1.2M | 0.08% | +140.3% |
| 2314 | Northwest Bancshares#2314 · 1,150 sh | 1,150 | $1.2M | 0.22% | -2.5% |
| 2315 | Alan B. Lancz & Associates#2315 · 1,150 sh | 1,150 | $1.2M | 1.06% | 0.0% |
| 2316 | Three Seasons Wealth#2316 · 1,148 sh | 1,148 | $1.2M | 0.11% | -22.7% |
| 2317 | Integrated Investment Consultants#2317 · 1,146 sh | 1,146 | $1.2M | 0.24% | -10.2% |
| 2318 | Marin Bay Wealth Advisors#2318 · 1,145 sh | 1,145 | $1.2M | 0.66% | -6.1% |
| 2319 | TBH Global Asset Management#2319 · 1,141 sh | 1,141 | $1.2M | 0.22% | -4.4% |
| 2320 | Strategic Wealth Partners, Ltd.#2320 · 1,140 sh | 1,140 | $1.2M | 0.08% | -3.6% |
| 2321 | Linden Thomas Advisory Services#2321 · 1,140 sh | 1,140 | $1.2M | — | +1.0% |
| 2322 | BankPlus Wealth Management#2322 · 1,138 sh | 1,138 | $1.2M | — | -2.1% |
| 2323 | Legato Capital Management#2323 · 1,136 sh | 1,136 | $1.2M | 0.10% | +31.5% |
| 2324 | FOCUSED ALPHA#2324 · 1,133 sh | 1,133 | $1.2M | — | -24.1% |
| 2325 | Morey & Quinn Wealth Partners#2325 · 1,133 sh | 1,133 | $1.2M | 0.78% | 0.0% |
| 2326 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2326 · 1,131 sh | 1,131 | $1.2M | 0.49% | +9.8% |
| 2327 | CHASE INVESTMENT COUNSEL#2327 · 1,130 sh | 1,130 | $1.2M | 0.25% | -21.7% |
| 2328 | Verum Partners#2328 · 1,130 sh | 1,130 | $1.2M | — | +2.3% |
| 2329 | Silver Coast Investments#2329 · 1,129 sh | 1,129 | $1.2M | 0.36% | -10.8% |
| 2330 | NorthStar Asset Management#2330 · 1,127 sh | 1,127 | $1.2M | 0.49% | -0.5% |
| 2331 | SCHULHOFF#2331 · 1,127 sh | 1,127 | $1.2M | 0.48% | -2.2% |
| 2332 | Graves-Light Private Wealth Management#2332 · 1,126 sh | 1,126 | $1.2M | — | -6.6% |
| 2333 | Armstrong, Fleming & Moore#2333 · 1,124 sh | 1,124 | $1.2M | 0.40% | 0.0% |
| 2334 | Dale Q Rice Investment Management Ltd#2334 · 1,122 sh | 1,122 | $1.2M | — | -1.9% |
| 2335 | OLD POINT & FINANCIAL SERVICES N A#2335 · 1,120 sh | 1,120 | $1.2M | 0.36% | 0.0% |
| 2336 | SPRING CAPITAL MANAGEMENT#2336 · 1,120 sh | 1,120 | $1.2M | — | 0.0% |
| 2337 | Spartan Planning & Wealth Management#2337 · 1,119 sh | 1,119 | $1.2M | — | -6.1% |
| 2338 | Lakewood Asset Management#2338 · 1,119 sh | 1,119 | $1.2M | — | -2.3% |
| 2339 | Independent Solutions Wealth Management#2339 · 1,119 sh | 1,119 | $1.2M | 0.16% | -8.2% |
| 2340 | Expressive Wealth#2340 · 1,118 sh | 1,118 | $1.2M | 1.12% | -1.6% |
| 2341 | Golden Reserve Retirement#2341 · 1,116 sh | 1,116 | $1.2M | 0.19% | +122.3% |
| 2342 | CHICAGO NA#2342 · 1,116 sh | 1,116 | $1.2M | 0.17% | 0.0% |
| 2343 | Tripletail Wealth Management#2343 · 1,228 sh | 1,228 | $1.2M | 1.36% | -3.0% |
| 2344 | Firestone Capital Management#2344 · 1,108 sh | 1,108 | $1.2M | 0.22% | -0.4% |
| 2345 | Sunflower Bank, N.A.#2345 · 1,107 sh | 1,107 | $1.2M | 0.28% | -0.6% |
| 2346 | Daviman Financial#2346 · 1,106 sh | 1,106 | $1.2M | 0.65% | -1.5% |
| 2347 | Paul Damon & Associates#2347 · 1,105 sh | 1,105 | $1.2M | 0.46% | +0.1% |
| 2348 | Stonebrook Private#2348 · 1,101 sh | 1,101 | $1.2M | 0.21% | +4.7% |
| 2349 | Royal Capital Wealth Management#2349 · 1,100 sh | 1,100 | $1.2M | 0.66% | 0.0% |
| 2350 | Center for Wealth Management Advisory#2350 · 1,100 sh | 1,100 | $1.2M | — | 0.0% |
| 2351 | Comprehensive Financial Consultants Institutional#2351 · 1,096 sh | 1,096 | $1.2M | — | -8.4% |
| 2352 | Clarion Wealth Managment Partners#2352 · 1,096 sh | 1,096 | $1.2M | 0.94% | -2.2% |
| 2353 | 360 Financial#2353 · 1,095 sh | 1,095 | $1.2M | 0.30% | 0.0% |
| 2354 | PATHWAY WEALTH MANAGEMENT#2354 · 1,095 sh | 1,095 | $1.2M | — | 0.0% |
| 2355 | Highland Investment Advisors#2355 · 1,094 sh | 1,094 | $1.2M | 0.51% | — |
| 2356 | Crown Wealth Group#2356 · 1,093 sh | 1,093 | $1.2M | — | +2.7% |
| 2357 | Henson-Edgewater Management#2357 · 1,358 sh | 1,358 | $1.2M | 0.61% | +8.5% |
| 2358 | LJI Wealth Management#2358 · 1,090 sh | 1,090 | $1.2M | 0.16% | -3.7% |
| 2359 | Landmark Wealth Management#2359 · 1,090 sh | 1,090 | $1.2M | 0.28% | -0.5% |
| 2360 | Capital Group Investment Management Pte. Ltd.#2360 · 1,089 sh | 1,089 | $1.2M | 0.17% | -68.7% |
| 2361 | Wealth Dimensions Group, Ltd.#2361 · 1,089 sh | 1,089 | $1.2M | 0.21% | +1.7% |
| 2362 | KORNITZER CAPITAL MANAGEMENT#2362 · 1,088 sh | 1,088 | $1.2M | 0.02% | -2.2% |
| 2363 | Sonoma Allocations#2363 · 1,144 sh | 1,144 | $1.2M | 0.36% | -6.2% |
| 2364 | Strategies Wealth Advisors#2364 · 1,086 sh | 1,086 | $1.2M | 0.10% | -0.7% |
| 2365 | Boston Walden#2365 · 1,086 sh | 1,086 | $1.2M | <0.01% | -3.9% |
| 2366 | Finivi#2366 · 1,085 sh | 1,085 | $1.2M | — | -5.0% |
| 2367 | VESTIA PERSONAL WEALTH ADVISORS#2367 · 1,083 sh | 1,083 | $1.2M | — | +0.3% |
| 2368 | DOCK STREET ASSET MANAGEMENT#2368 · 1,081 sh | 1,081 | $1.2M | 0.11% | -0.4% |
| 2369 | BOK Financial Private Wealth#2369 · 1,081 sh | 1,081 | $1.2M | 0.06% | +7.7% |
| 2370 | Aspire Growth Partners#2370 · 1,079 sh | 1,079 | $1.1M | 0.67% | +0.2% |
| 2371 | Crews Bank#2371 · 1,077 sh | 1,077 | $1.1M | 0.15% | -0.9% |
| 2372 | Edgestream Partners, L.P.#2372 · 1,076 sh | 1,076 | $1.1M | 0.03% | -54.4% |
| 2373 | D'Orazio & Associates#2373 · 1,076 sh | 1,076 | $1.1M | 0.13% | +0.5% |
| 2374 | GREENWOOD CAPITAL ASSOCIATES#2374 · 1,074 sh | 1,074 | $1.1M | 0.11% | 0.0% |
| 2375 | CJM Wealth Advisers, Ltd.#2375 · 1,071 sh | 1,071 | $1.1M | 0.30% | -0.4% |
| 2376 | West Wealth Group#2376 · 1,070 sh | 1,070 | $1.1M | — | +16.4% |
| 2377 | Laurel Wealth Advisors#2377 · 1,070 sh | 1,070 | $1.1M | 0.11% | -4.2% |
| 2378 | LEGACY FINANCIAL GROUP#2378 · 1,070 sh | 1,070 | $1.1M | — | -0.4% |
| 2379 | DUTCH ASSET#2379 · 1,069 sh | 1,069 | $1.1M | — | +15.8% |
| 2380 | Archford Capital Strategies#2380 · 1,069 sh | 1,069 | $1.1M | — | +6.8% |
| 2381 | Southland Equity Partners#2381 · 1,068 sh | 1,068 | $1.1M | — | +3.1% |
| 2382 | Community Financial Services Group#2382 · 1,146 sh | 1,146 | $1.1M | — | +205.6% |
| 2383 | Legacy#2383 · 1,066 sh | 1,066 | $1.1M | 0.20% | -28.5% |
| 2384 | Onyx Financial Advisors#2384 · 1,066 sh | 1,066 | $1.1M | — | +0.2% |
| 2385 | Silver Grove Financial Group#2385 · 1,064 sh | 1,064 | $1.1M | 0.61% | -8.0% |
| 2386 | SkyOak Wealth#2386 · 1,064 sh | 1,064 | $1.1M | 0.18% | 0.0% |
| 2387 | Millington Financial Advisors#2387 · 1,286 sh | 1,286 | $1.1M | 0.45% | -0.7% |
| 2388 | XY Planning Network#2388 · 1,061 sh | 1,061 | $1.1M | — | -15.5% |
| 2389 | BUCKHEAD CAPITAL MANAGEMENT#2389 · 1,059 sh | 1,059 | $1.1M | 0.39% | +10.8% |
| 2390 | Wellington Grp#2390 · 1,590 sh | 1,590 | $1.1M | 0.35% | 0.0% |
| 2391 | KANE INVESTMENT MANAGEMENT#2391 · 1,056 sh | 1,056 | $1.1M | 0.48% | +109.5% |
| 2392 | MILLER WEALTH ADVISORS#2392 · 1,056 sh | 1,056 | $1.1M | 0.48% | 0.0% |
| 2393 | North Berkeley Wealth Management#2393 · 1,055 sh | 1,055 | $1.1M | 0.45% | 0.0% |
| 2394 | Wealth Advisors of Iowa#2394 · 1,054 sh | 1,054 | $1.1M | 0.30% | 0.0% |
| 2395 | Blackhawk Capital Partners#2395 · 1,053 sh | 1,053 | $1.1M | 0.37% | -40.7% |
| 2396 | CHRISTINE MESSMER PC#2396 · 1,053 sh | 1,053 | $1.1M | 0.63% | -7.3% |
| 2397 | B.O.S.S. Retirement Advisors#2397 · 1,051 sh | 1,051 | $1.1M | — | -4.4% |
| 2398 | PUZO MICHAEL J#2398 · 1,050 sh | 1,050 | $1.1M | 0.29% | -6.7% |
| 2399 | MOGY JOEL R INVESTMENT COUNSEL#2399 · 1,050 sh | 1,050 | $1.1M | — | 0.0% |
| 2400 | ALESCO ADVISORS#2400 · 1,048 sh | 1,048 | $1.1M | 0.03% | -5.8% |
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.