CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Garden State Investment Advisory Services#2501 · 939 sh | 939 | $1.0M | 0.18% | -6.7% |
| 2502 | WNY Asset Management#2502 · 938 sh | 938 | $998.9K | 0.09% | +2.0% |
| 2503 | SMITHBRIDGE ASSET MANAGEMENT#2503 · 938 sh | 938 | $998.5K | — | 0.0% |
| 2504 | Sagewood Asset Management#2504 · 937 sh | 937 | $997.8K | 0.23% | +105.9% |
| 2505 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#2505 · 937 sh | 937 | $997.8K | 0.28% | +14.3% |
| 2506 | Financial Advisors Network#2506 · 937 sh | 937 | $997.5K | 0.12% | -6.9% |
| 2507 | HighRoad Wealth Advisors#2507 · 935 sh | 935 | $995.7K | — | 0.0% |
| 2508 | Medallion Wealth Advisors#2508 · 932 sh | 932 | $993.8K | 0.31% | -0.5% |
| 2509 | Drucker Wealth 3.0#2509 · 933 sh | 933 | $993.3K | 0.16% | +3.1% |
| 2510 | James J. Burns & Company#2510 · 932 sh | 932 | $992.8K | — | 0.0% |
| 2511 | Syverson Strege#2511 · 932 sh | 932 | $992.5K | 0.22% | +0.8% |
| 2512 | Rockingstone Advisors#2512 · 929 sh | 929 | $989.3K | — | -0.2% |
| 2513 | Key Client Fiduciary Advisors#2513 · 928 sh | 928 | $988.1K | — | +0.1% |
| 2514 | Lake Hills Wealth Management#2514 · 927 sh | 927 | $987.2K | — | New |
| 2515 | Mullaney, Keating & Wright#2515 · 925 sh | 925 | $985.0K | — | 0.0% |
| 2516 | Capstone Wealth Management#2516 · 979 sh | 979 | $982.6K | 0.74% | +0.2% |
| 2517 | Peterson Wealth Advisors#2517 · 922 sh | 922 | $982.0K | — | +0.5% |
| 2518 | Invst#2518 · 922 sh | 922 | $981.8K | 0.10% | +71.1% |
| 2519 | ANCHOR CAPITAL ADVISORS#2519 · 922 sh | 922 | $981.8K | 0.03% | 0.0% |
| 2520 | MASTER'S WEALTH MANAGEMENT#2520 · 922 sh | 922 | $981.5K | — | -7.7% |
| 2521 | O'ROURKE & COMPANY#2521 · 920 sh | 920 | $980.1K | 0.34% | 0.0% |
| 2522 | Abacus Wealth Partners#2522 · 919 sh | 919 | $978.6K | 0.10% | +1.7% |
| 2523 | BXM Wealth#2523 · 919 sh | 919 | $978.6K | 0.53% | -1.6% |
| 2524 | Johnson Financial Group#2524 · 919 sh | 919 | $978.6K | 0.05% | +49.4% |
| 2525 | DeDora Capital#2525 · 919 sh | 919 | $978.3K | — | -1.7% |
| 2526 | BENDER ROBERT & ASSOCIATES#2526 · 916 sh | 916 | $975.4K | — | -0.9% |
| 2527 | Laraway Financial Advisors#2527 · 913 sh | 913 | $972.3K | 0.59% | 0.0% |
| 2528 | MANCHESTER FINANCIAL#2528 · 913 sh | 913 | $971.8K | — | +0.1% |
| 2529 | Wagner Wealth Management#2529 · 909 sh | 909 | $968.0K | — | -10.7% |
| 2530 | Kesler, Norman & Wride#2530 · 909 sh | 909 | $967.8K | 0.15% | New |
| 2531 | RATIONAL ADVISORS#2531 · 908 sh | 908 | $966.9K | 0.09% | -49.3% |
| 2532 | Athena Investment Management#2532 · 906 sh | 906 | $964.8K | 0.57% | -29.6% |
| 2533 | Elk River Wealth Management#2533 · 905 sh | 905 | $964.0K | 0.15% | 0.0% |
| 2534 | HUTCHINSON CAPITAL MANAGEMENT#2534 · 905 sh | 905 | $963.7K | 0.17% | -2.9% |
| 2535 | Crestmont Private Wealth#2535 · 905 sh | 905 | $963.7K | 0.27% | -14.6% |
| 2536 | Haven Private#2536 · 903 sh | 903 | $961.6K | 0.37% | -18.0% |
| 2537 | MAINSAIL ASSET MANAGEMENT#2537 · 1,090 sh | 1,090 | $959.1K | — | +109.2% |
| 2538 | PenderFund Capital Management Ltd.#2538 · 900 sh | 900 | $958.4K | 0.12% | 0.0% |
| 2539 | Blue Capital#2539 · 900 sh | 900 | $958.4K | — | -1.9% |
| 2540 | Asempa Wealth Advisors#2540 · 900 sh | 900 | $958.4K | — | 0.0% |
| 2541 | COHEN & STEERS#2541 · 900 sh | 900 | $958.0K | <0.01% | 0.0% |
| 2542 | BANYAN CAPITAL MANAGEMENT#2542 · 895 sh | 895 | $953.1K | 0.41% | 0.0% |
| 2543 | GDS Wealth Management#2543 · 894 sh | 894 | $952.0K | 0.05% | New |
| 2544 | Pekin Hardy Strauss#2544 · 893 sh | 893 | $951.1K | 0.08% | +3.5% |
| 2545 | 1834 INVESTMENT ADVISORS#2545 · 893 sh | 893 | $951.0K | — | 0.0% |
| 2546 | FIRST UNITED BANK#2546 · 893 sh | 893 | $951.0K | — | -3.3% |
| 2547 | OLD SECOND NATIONAL BANK OF AURORA#2547 · 893 sh | 893 | $951.0K | — | 0.0% |
| 2548 | Berkeley Capital Partners#2548 · 888 sh | 888 | $945.6K | 0.19% | +10.9% |
| 2549 | Chemistry Wealth Management#2549 · 888 sh | 888 | $945.6K | — | -0.7% |
| 2550 | London & Capital Asset Management Ltd#2550 · 888 sh | 888 | $945.3K | <0.01% | +34.1% |
| 2551 | Tactive Advisors#2551 · 885 sh | 885 | $942.6K | — | +65.4% |
| 2552 | Waterford Advisors#2552 · 885 sh | 885 | $942.4K | 0.26% | 0.0% |
| 2553 | COMMUNITY & INVESTMENT#2553 · 884 sh | 884 | $941.4K | — | +13.3% |
| 2554 | United Community Bank#2554 · 884 sh | 884 | $941.4K | 0.29% | -24.2% |
| 2555 | Castle Rock Wealth Management#2555 · 949 sh | 949 | $941.0K | — | +13.5% |
| 2556 | Certified Advisory#2556 · 882 sh | 882 | $939.0K | 0.08% | +10.9% |
| 2557 | Private Advisory Group#2557 · 881 sh | 881 | $937.9K | 0.05% | +0.1% |
| 2558 | WINSLOW ASSET MANAGEMENT#2558 · 880 sh | 880 | $937.0K | 0.16% | -0.6% |
| 2559 | INSPIRION WEALTH ADVISORS#2559 · 944 sh | 944 | $936.2K | — | +1.2% |
| 2560 | Sepio Capital#2560 · 876 sh | 876 | $933.0K | — | -10.0% |
| 2561 | NOVARE CAPITAL MANAGEMENT#2561 · 875 sh | 875 | $931.5K | 0.07% | -3.1% |
| 2562 | Willow Creek Capital Management#2562 · 874 sh | 874 | $930.7K | — | — |
| 2563 | denkapparat Operations GmbH#2563 · 874 sh | 874 | $930.7K | 0.30% | 0.0% |
| 2564 | Legacy Edge Advisors#2564 · 873 sh | 873 | $929.7K | 0.09% | -3.1% |
| 2565 | Towerpoint Wealth#2565 · 872 sh | 872 | $928.6K | — | +166.7% |
| 2566 | ECLECTIC ASSOCIATES#2566 · 872 sh | 872 | $928.5K | — | -0.9% |
| 2567 | OneAscent Family Office#2567 · 871 sh | 871 | $928.0K | 0.47% | +124.5% |
| 2568 | LUTS & GREENLEIGH GROUP#2568 · 871 sh | 871 | $927.8K | 0.70% | -2.4% |
| 2569 | Sand Hill Global Advisors#2569 · 871 sh | 871 | $927.5K | 0.03% | -2.5% |
| 2570 | Ramsay, Stattman, Vela & Price#2570 · 870 sh | 870 | $926.5K | — | -12.1% |
| 2571 | Koss-Olinger Consulting#2571 · 870 sh | 870 | $926.1K | 0.07% | -20.0% |
| 2572 | American Institute for Advanced Investment Management, LLP#2572 · 869 sh | 869 | $925.4K | 0.53% | 0.0% |
| 2573 | Clientfirst Wealth Management#2573 · 869 sh | 869 | $925.4K | 0.76% | 0.0% |
| 2574 | Phoenix Wealth Advisors#2574 · 867 sh | 867 | $923.3K | 0.31% | +33.8% |
| 2575 | Holland Advisory Services#2575 · 865 sh | 865 | $921.0K | — | 0.0% |
| 2576 | Foster Victor Wealth Advisors#2576 · 986 sh | 986 | $920.3K | — | +21.3% |
| 2577 | Wallace Hart#2577 · 864 sh | 864 | $920.1K | 0.57% | New |
| 2578 | Old North State#2578 · 864 sh | 864 | $920.0K | 0.47% | 0.0% |
| 2579 | Monte Financial Group#2579 · 1,124 sh | 1,124 | $915.8K | 0.29% | -1.8% |
| 2580 | Axim Planning & Wealth#2580 · 860 sh | 860 | $915.8K | 1.28% | +3.4% |
| 2581 | Vanguard National#2581 · 860 sh | 860 | $915.8K | 0.05% | -14.8% |
| 2582 | Walkner Condon Financial Advisors#2582 · 859 sh | 859 | $915.0K | 0.10% | +0.5% |
| 2583 | Fortitude Advisory Group L.L.C.#2583 · 858 sh | 858 | $914.0K | — | -6.5% |
| 2584 | Meridian Financial Partners#2584 · 997 sh | 997 | $912.0K | — | -18.9% |
| 2585 | waypoint wealth counsel#2585 · 856 sh | 856 | $911.7K | — | +9.6% |
| 2586 | PEDDOCK CAPITAL ADVISORS#2586 · 854 sh | 854 | $909.8K | — | +24.1% |
| 2587 | Stonebridge Financial Planning Group#2587 · 854 sh | 854 | $908.9K | 0.29% | +2.2% |
| 2588 | JACKSON THORNTON WEALTH MANAGEMENT#2588 · 851 sh | 851 | $906.2K | 0.07% | +13.5% |
| 2589 | BURLING WEALTH PARTNERS#2589 · 851 sh | 851 | $906.2K | 0.13% | +0.7% |
| 2590 | Financial Council#2590 · 850 sh | 850 | $905.2K | 0.29% | 0.0% |
| 2591 | Signature Resources Capital Management#2591 · 850 sh | 850 | $904.8K | — | +5.7% |
| 2592 | First Bank#2592 · 849 sh | 849 | $904.1K | — | +35.6% |
| 2593 | SOA Wealth Advisors#2593 · 848 sh | 848 | $902.6K | 0.14% | -7.1% |
| 2594 | Claro Advisors#2594 · 846 sh | 846 | $900.4K | 0.09% | +12.5% |
| 2595 | STAR Financial Bank#2595 · 844 sh | 844 | $898.8K | 0.37% | -0.7% |
| 2596 | Legacy Wealth Management, / MS#2596 · 843 sh | 843 | $897.7K | 0.23% | New |
| 2597 | ICW Investment Advisors#2597 · 842 sh | 842 | $897.2K | 0.31% | 0.0% |
| 2598 | WealthBridge Capital Management#2598 · 842 sh | 842 | $896.6K | — | +0.2% |
| 2599 | WestHill Financial Advisors#2599 · 841 sh | 841 | $895.6K | — | -40.4% |
| 2600 | Adams Wealth Management#2600 · 841 sh | 841 | $895.6K | 0.17% | -2.9% |
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.