CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | Navigate Wealth Management#2401 · 1,266 sh | 1,266 | $1.1M | — | New |
| 2402 | Crusonia Wealth Advisors#2402 · 1,046 sh | 1,046 | $1.1M | — | +46.7% |
| 2403 | Intrua Financial#2403 · 1,046 sh | 1,046 | $1.1M | 0.10% | +10.7% |
| 2404 | Coastwise Capital Group#2404 · 1,045 sh | 1,045 | $1.1M | 0.65% | -5.9% |
| 2405 | KHAZANAH NASIONAL BERHAD#2405 · 1,044 sh | 1,044 | $1.1M | 0.06% | +1.7% |
| 2406 | Gradient Capital Advisors#2406 · 1,044 sh | 1,044 | $1.1M | — | -1.1% |
| 2407 | ADVISORTRUST PARTNERS#2407 · 1,043 sh | 1,043 | $1.1M | 0.38% | +11.3% |
| 2408 | May Hill Capital#2408 · 1,041 sh | 1,041 | $1.1M | 0.23% | +7.7% |
| 2409 | REGATTA CAPITAL GROUP#2409 · 1,041 sh | 1,041 | $1.1M | — | -7.5% |
| 2410 | KG&L Capital Management#2410 · 1,040 sh | 1,040 | $1.1M | — | New |
| 2411 | Maxele Advisors#2411 · 1,039 sh | 1,039 | $1.1M | 0.77% | — |
| 2412 | Parkway Wealth Management Group#2412 · 1,039 sh | 1,039 | $1.1M | — | -0.5% |
| 2413 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT#2413 · 1,035 sh | 1,035 | $1.1M | 0.13% | 0.0% |
| 2414 | Gilman Hill Asset Management#2414 · 1,035 sh | 1,035 | $1.1M | — | -16.7% |
| 2415 | Van Cleef Asset Management#2415 · 1,033 sh | 1,033 | $1.1M | — | -2.8% |
| 2416 | KFA Private Wealth Group#2416 · 1,032 sh | 1,032 | $1.1M | — | -38.8% |
| 2417 | VISTA INVESTMENT PARTNERS II#2417 · 1,032 sh | 1,032 | $1.1M | — | -0.1% |
| 2418 | Narus Financial Partners#2418 · 1,031 sh | 1,031 | $1.1M | — | -8.8% |
| 2419 | BYRNE FINANCIAL FREEDOM#2419 · 1,031 sh | 1,031 | $1.1M | 0.43% | +18.5% |
| 2420 | ADE#2420 · 1,029 sh | 1,029 | $1.1M | 0.46% | -5.6% |
| 2421 | Donoghue Forlines#2421 · 1,029 sh | 1,029 | $1.1M | 0.28% | -20.9% |
| 2422 | Embree Financial Group#2422 · 1,029 sh | 1,029 | $1.1M | — | +3.2% |
| 2423 | Smallwood Wealth Investment Management#2423 · 1,028 sh | 1,028 | $1.1M | 0.48% | 0.0% |
| 2424 | AIA Group Ltd#2424 · 1,028 sh | 1,028 | $1.1M | 0.01% | -76.3% |
| 2425 | Kaizen Financial Strategies#2425 · 1,103 sh | 1,103 | $1.1M | — | -11.5% |
| 2426 | CAPITAL FINANCIAL GROUP \\#2426 · 1,027 sh | 1,027 | $1.1M | 0.57% | +4.7% |
| 2427 | Verity Asset Management#2427 · 1,027 sh | 1,027 | $1.1M | 0.41% | -28.9% |
| 2428 | CAPSTONE INVESTMENT ADVISORS#2428 · 1,026 sh | 1,026 | $1.1M | <0.01% | +12.4% |
| 2429 | Mowery & Schoenfeld Wealth Management#2429 · 1,025 sh | 1,025 | $1.1M | 1.49% | 0.0% |
| 2430 | AIGEN INVESTMENT MANAGEMENT#2430 · 1,025 sh | 1,025 | $1.1M | 0.30% | New |
| 2431 | FAIRFIELD, BUSH#2431 · 1,024 sh | 1,024 | $1.1M | 0.54% | -2.5% |
| 2432 | VestGen Investment Management#2432 · 1,023 sh | 1,023 | $1.1M | 0.58% | -21.8% |
| 2433 | Manchester Capital Management#2433 · 1,021 sh | 1,021 | $1.1M | — | +3.7% |
| 2434 | HENGEHOLD CAPITAL MANAGEMENT#2434 · 1,018 sh | 1,018 | $1.1M | — | -12.9% |
| 2435 | CHANNEL WEALTH#2435 · 1,018 sh | 1,018 | $1.1M | 0.24% | 0.0% |
| 2436 | Schneider Downs Wealth Management Advisors#2436 · 1,017 sh | 1,017 | $1.1M | 0.10% | +0.2% |
| 2437 | Ledgewood Wealth Advisors#2437 · 1,017 sh | 1,017 | $1.1M | — | 0.0% |
| 2438 | Arbor Investment Advisors#2438 · 1,013 sh | 1,013 | $1.1M | — | -0.1% |
| 2439 | BINGHAM PRIVATE WEALTH#2439 · 1,012 sh | 1,012 | $1.1M | 0.74% | +2.6% |
| 2440 | CCG WEALTH MANAGEMENT#2440 · 1,011 sh | 1,011 | $1.1M | 0.25% | +1.1% |
| 2441 | BAKER TILLY WEALTH MANAGEMENT#2441 · 1,010 sh | 1,010 | $1.1M | — | -0.7% |
| 2442 | CWS Financial Advisors#2442 · 1,009 sh | 1,009 | $1.1M | — | 0.0% |
| 2443 | Intesa Sanpaolo Wealth Management#2443 · 1,008 sh | 1,008 | $1.1M | 0.21% | +23.1% |
| 2444 | Atlas Legacy Advisors#2444 · 1,096 sh | 1,096 | $1.1M | 0.16% | +21.9% |
| 2445 | Private Wealth Partners#2445 · 1,007 sh | 1,007 | $1.1M | — | -1.9% |
| 2446 | First Western Bank#2446 · 1,004 sh | 1,004 | $1.1M | 0.05% | +0.4% |
| 2447 | U S WEALTH GROUP#2447 · 1,003 sh | 1,003 | $1.1M | 0.64% | New |
| 2448 | Westside Investment Management#2448 · 1,002 sh | 1,002 | $1.1M | 0.14% | 0.0% |
| 2449 | Warther Private Wealth#2449 · 1,001 sh | 1,001 | $1.1M | 0.23% | 0.0% |
| 2450 | Goldstein Advisors#2450 · 1,001 sh | 1,001 | $1.1M | — | +219.8% |
| 2451 | DAVIDSON#2451 · 1,000 sh | 1,000 | $1.1M | — | 0.0% |
| 2452 | Alamar Capital Management#2452 · 1,000 sh | 1,000 | $1.1M | 0.54% | 0.0% |
| 2453 | Prodigy Asset Management#2453 · 1,000 sh | 1,000 | $1.1M | 0.32% | 0.0% |
| 2454 | U S GLOBAL INVESTORS#2454 · 1,000 sh | 1,000 | $1.1M | — | 0.0% |
| 2455 | FIRST HAWAIIAN BANK#2455 · 1,000 sh | 1,000 | $1.1M | — | 0.0% |
| 2456 | Rothschild Capital Partners#2456 · 996 sh | 996 | $1.1M | 0.23% | +0.2% |
| 2457 | CFC Planning#2457 · 994 sh | 994 | $1.1M | 0.62% | -4.0% |
| 2458 | BEACON FINANCIAL GROUP#2458 · 991 sh | 991 | $1.1M | — | +7.4% |
| 2459 | Texas Bank#2459 · 989 sh | 989 | $1.1M | 0.35% | +22.7% |
| 2460 | Falcon Wealth Planning#2460 · 989 sh | 989 | $1.1M | 0.07% | +5.8% |
| 2461 | Werba Rubin Papier Wealth Management#2461 · 987 sh | 987 | $1.1M | 0.13% | -24.0% |
| 2462 | FIRST FINANCIAL#2462 · 987 sh | 987 | $1.1M | — | 0.0% |
| 2463 | of Kansas#2463 · 985 sh | 985 | $1.0M | 0.54% | -9.2% |
| 2464 | PERSONAL CFO SOLUTIONS#2464 · 984 sh | 984 | $1.0M | 0.15% | -4.0% |
| 2465 | Formidable Asset Management#2465 · 1,478 sh | 1,478 | $1.0M | 0.17% | +13.0% |
| 2466 | SHRIER WEALTH MANAGEMENT#2466 · 982 sh | 982 | $1.0M | — | +52.5% |
| 2467 | True Wealth Design#2467 · 980 sh | 980 | $1.0M | — | -3.6% |
| 2468 | Accent Capital Management#2468 · 980 sh | 980 | $1.0M | 0.45% | -13.7% |
| 2469 | KELLY LAWRENCE W & ASSOCIATES#2469 · 979 sh | 979 | $1.0M | 0.22% | 0.0% |
| 2470 | Raleigh Capital Management#2470 · 979 sh | 979 | $1.0M | 0.33% | -38.9% |
| 2471 | Wealth Management Nebraska#2471 · 978 sh | 978 | $1.0M | — | -5.9% |
| 2472 | Fosun International Ltd#2472 · 978 sh | 978 | $1.0M | 0.23% | 0.0% |
| 2473 | RW Investment Management#2473 · 978 sh | 978 | $1.0M | 0.09% | 0.0% |
| 2474 | CENTRAL VALLEY ADVISORS#2474 · 977 sh | 977 | $1.0M | 0.27% | 0.0% |
| 2475 | Glass Wealth Management#2475 · 977 sh | 977 | $1.0M | 0.35% | 0.0% |
| 2476 | Syntegra Private Wealth Group#2476 · 973 sh | 973 | $1.0M | — | +3.1% |
| 2477 | Vision Capital Management#2477 · 973 sh | 973 | $1.0M | — | +25.9% |
| 2478 | STABLEFORD CAPITAL II#2478 · 973 sh | 973 | $1.0M | — | -28.1% |
| 2479 | Requisite Capital Management#2479 · 972 sh | 972 | $1.0M | 0.17% | +9.7% |
| 2480 | Lynx Investment Advisory#2480 · 972 sh | 972 | $1.0M | 0.34% | -11.7% |
| 2481 | Second Line Capital#2481 · 972 sh | 972 | $1.0M | 0.19% | -6.4% |
| 2482 | Harvest Investment Services#2482 · 971 sh | 971 | $1.0M | 0.16% | +41.3% |
| 2483 | Braun-Bostich & Associates#2483 · 971 sh | 971 | $1.0M | — | -17.6% |
| 2484 | BEARING POINT CAPITAL#2484 · 968 sh | 968 | $1.0M | 0.14% | +2.2% |
| 2485 | TriCert Investment Counsel#2485 · 967 sh | 967 | $1.0M | 0.10% | — |
| 2486 | Dala Group#2486 · 967 sh | 967 | $1.0M | 0.85% | -7.3% |
| 2487 | UPTICK PARTNERS#2487 · 966 sh | 966 | $1.0M | 0.16% | +8.5% |
| 2488 | Physician Wealth Advisors#2488 · 964 sh | 964 | $1.0M | — | +6.1% |
| 2489 | Signet Private Wealth#2489 · 958 sh | 958 | $1.0M | 0.81% | +5.2% |
| 2490 | Meredith Wealth Planning#2490 · 958 sh | 958 | $1.0M | — | -2.2% |
| 2491 | LODESTAR PRIVATE ASSET MANAGEMENT#2491 · 958 sh | 958 | $1.0M | — | -6.4% |
| 2492 | Sienna Gestion#2492 · 972 sh | 972 | $1.0M | 0.06% | New |
| 2493 | Laurion Capital Management#2493 · 950 sh | 950 | $1.0M | 0.03% | -93.4% |
| 2494 | Abbot Financial Management#2494 · 950 sh | 950 | $1.0M | 0.35% | 0.0% |
| 2495 | Ring Mountain Capital#2495 · 949 sh | 949 | $1.0M | — | +0.6% |
| 2496 | WEDGEWOOD INVESTORS#2496 · 948 sh | 948 | $1.0M | 1.04% | +1.6% |
| 2497 | Smith Thornton Advisors#2497 · 1,080 sh | 1,080 | $1.0M | — | +20.5% |
| 2498 | Arsenal Capital Advisors#2498 · 944 sh | 944 | $1.0M | 0.59% | -9.1% |
| 2499 | Ponta Wealth Partners#2499 · 942 sh | 942 | $1.0M | 0.54% | +41.7% |
| 2500 | South Street Advisors#2500 · 940 sh | 940 | $1.0M | 0.13% | 0.0% |
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.