CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | USA FINANCIAL FORMULAS#2601 · 840 sh | 840 | $894.5K | 0.16% | — |
| 2602 | Caitong International Asset Management , Ltd#2602 · 838 sh | 838 | $892.4K | 0.12% | -43.3% |
| 2603 | RHL GROUP#2603 · 836 sh | 836 | $890.3K | 0.74% | +0.5% |
| 2604 | Mascagni Wealth Management#2604 · 836 sh | 836 | $890.0K | — | +0.1% |
| 2605 | Kera Capital Partners#2605 · 834 sh | 834 | $888.1K | 0.09% | -7.6% |
| 2606 | RETIREMITTEN FINANCIAL#2606 · 834 sh | 834 | $888.0K | 0.37% | +0.6% |
| 2607 | DMKC Advisory Services#2607 · 833 sh | 833 | $887.1K | 0.17% | -92.3% |
| 2608 | Accretive Wealth Partners#2608 · 833 sh | 833 | $887.1K | 0.22% | 0.0% |
| 2609 | Dash Acquisitions#2609 · 1,035 sh | 1,035 | $885.5K | 0.18% | New |
| 2610 | Walser Wealth Management Company, A Ltd Liability#2610 · 832 sh | 832 | $885.5K | — | -1.7% |
| 2611 | Wealth Management Associates#2611 · 831 sh | 831 | $885.3K | 0.24% | -1.0% |
| 2612 | Centric Wealth Management#2612 · 1,012 sh | 1,012 | $885.1K | 0.14% | 0.0% |
| 2613 | Nautilus Advisors#2613 · 928 sh | 928 | $884.0K | — | 0.0% |
| 2614 | Aldebaran Financial#2614 · 830 sh | 830 | $883.9K | 0.72% | +5.3% |
| 2615 | Kingsbury Capital Investment Advisors#2615 · 829 sh | 829 | $883.3K | — | -6.4% |
| 2616 | KMT WEALTH MANAGEMENT#2616 · 829 sh | 829 | $883.3K | 0.75% | New |
| 2617 | TCP Asset Management#2617 · 829 sh | 829 | $882.8K | — | -1.9% |
| 2618 | DF DENT#2618 · 827 sh | 827 | $880.7K | 0.02% | -2.9% |
| 2619 | Tulsa Wealth Advisors#2619 · 827 sh | 827 | $880.5K | 0.12% | +7.1% |
| 2620 | Genesis Financial Group#2620 · 825 sh | 825 | $878.9K | 0.57% | 0.0% |
| 2621 | BlackDiamond Wealth Management#2621 · 1,049 sh | 1,049 | $878.4K | 0.35% | +46.5% |
| 2622 | Oliver Luxxe Assets#2622 · 823 sh | 823 | $876.4K | — | -34.8% |
| 2623 | JT Stratford#2623 · 823 sh | 823 | $876.4K | 0.10% | -31.8% |
| 2624 | M.E. ALLISON#2624 · 822 sh | 822 | $875.3K | — | -3.0% |
| 2625 | STEVENS CAPITAL MANAGEMENT#2625 · 822 sh | 822 | $875.0K | 0.21% | New |
| 2626 | Investment Research Partners#2626 · 822 sh | 822 | $874.8K | — | +1.5% |
| 2627 | Vigilare Wealth Management#2627 · 821 sh | 821 | $874.6K | 0.27% | +1.2% |
| 2628 | GW HENSSLER & ASSOCIATES LTD#2628 · 820 sh | 820 | $873.2K | — | +0.4% |
| 2629 | One Charles Private Wealth Services#2629 · 820 sh | 820 | $872.9K | 0.20% | +1.0% |
| 2630 | Capitol Family Office#2630 · 819 sh | 819 | $872.2K | — | +18.4% |
| 2631 | JMN Financial#2631 · 819 sh | 819 | $872.2K | 0.68% | +65.5% |
| 2632 | Town & Country Bank & dba First Bankers#2632 · 818 sh | 818 | $871.1K | 0.27% | -2.3% |
| 2633 | INTREPID CAPITAL MANAGEMENT#2633 · 817 sh | 817 | $870.0K | 0.31% | +7.1% |
| 2634 | Aspetuck Financial Management#2634 · 817 sh | 817 | $870.0K | 0.51% | +2.1% |
| 2635 | Triton Financial Group#2635 · 816 sh | 816 | $869.4K | 0.50% | New |
| 2636 | Compass Financial Group#2636 · 815 sh | 815 | $868.4K | — | -23.5% |
| 2637 | Prostatis Group#2637 · 815 sh | 815 | $868.0K | 0.20% | -9.9% |
| 2638 | Cannon Wealth Management Services#2638 · 815 sh | 815 | $867.9K | 0.47% | +6.5% |
| 2639 | Salomon & Ludwin#2639 · 874 sh | 874 | $866.7K | 0.07% | +0.1% |
| 2640 | Costello Asset Management#2640 · 812 sh | 812 | $864.7K | 0.26% | -9.3% |
| 2641 | AXA S.A.#2641 · 957 sh | 957 | $864.5K | 0.94% | -3.6% |
| 2642 | Red Mountain Financial#2642 · 811 sh | 811 | $863.7K | 0.72% | -9.1% |
| 2643 | Fiscal Wisdom Wealth Management#2643 · 811 sh | 811 | $863.6K | — | +17.0% |
| 2644 | Sageworth#2644 · 810 sh | 810 | $862.6K | 0.03% | -28.5% |
| 2645 | Teucrium Investment Advisors#2645 · 809 sh | 809 | $861.5K | 0.77% | -45.1% |
| 2646 | Jupiter Wealth Management#2646 · 808 sh | 808 | $860.4K | 0.34% | 0.0% |
| 2647 | LeConte Wealth Management#2647 · 808 sh | 808 | $859.9K | — | +11.8% |
| 2648 | Revolve Wealth Partners#2648 · 806 sh | 806 | $858.8K | — | +3.7% |
| 2649 | Daner Wealth Management#2649 · 1,004 sh | 1,004 | $858.3K | 0.47% | +0.4% |
| 2650 | Myriad Asset Management US#2650 · 806 sh | 806 | $858.0K | 1.19% | -20.0% |
| 2651 | Acumen Wealth Advisors#2651 · 805 sh | 805 | $857.2K | 0.18% | -17.9% |
| 2652 | MOUNT VERNON ASSOCIATES#2652 · 800 sh | 800 | $852.0K | — | 0.0% |
| 2653 | iSAM Funds (UK) Ltd#2653 · 800 sh | 800 | $851.9K | 0.60% | +70.9% |
| 2654 | CAPE COD FIVE CENTS SAVINGS BANK#2654 · 799 sh | 799 | $850.9K | 0.07% | — |
| 2655 | D.B. Root & Company#2655 · 798 sh | 798 | $849.8K | 0.18% | -3.9% |
| 2656 | Elser Financial Planning#2656 · 798 sh | 798 | $849.8K | — | -37.6% |
| 2657 | TCFG Investment Advisors#2657 · 798 sh | 798 | $849.7K | — | -1.5% |
| 2658 | Trilogy Capital#2658 · 796 sh | 796 | $847.8K | — | +7.0% |
| 2659 | WBI INVESTMENTS#2659 · 796 sh | 796 | $847.8K | 0.21% | New |
| 2660 | Targeted Financial Services#2660 · 795 sh | 795 | $846.6K | — | +26.2% |
| 2661 | Aspen Grove Capital#2661 · 795 sh | 795 | $846.6K | 0.12% | 0.0% |
| 2662 | MMA ASSET MANAGEMENT#2662 · 795 sh | 795 | $846.6K | 0.27% | -6.8% |
| 2663 | BARON SILVER STEVENS FINANCIAL ADVISORS#2663 · 794 sh | 794 | $845.5K | 0.11% | +2.2% |
| 2664 | Jacobsen Capital Management#2664 · 791 sh | 791 | $842.3K | — | +1.7% |
| 2665 | Reyes Financial Architecture#2665 · 791 sh | 791 | $842.3K | — | -5.9% |
| 2666 | Canvas Wealth Advisors#2666 · 790 sh | 790 | $841.3K | 0.12% | -15.7% |
| 2667 | Disciplined Investments#2667 · 788 sh | 788 | $838.8K | 0.27% | +0.1% |
| 2668 | Eaton Financial Company#2668 · 787 sh | 787 | $838.2K | 0.23% | -22.2% |
| 2669 | Fieldview Capital Management#2669 · 787 sh | 787 | $838.1K | 0.24% | New |
| 2670 | HORIZON FINANCIAL SERVICES#2670 · 786 sh | 786 | $837.0K | 0.32% | +2707.1% |
| 2671 | ENCOMPASS WEALTH ADVISORS#2671 · 785 sh | 785 | $835.9K | — | +4.0% |
| 2672 | Taylor Securities Services#2672 · 785 sh | 785 | $835.9K | — | +0.4% |
| 2673 | DecisionMap Wealth Management#2673 · 785 sh | 785 | $835.5K | 0.47% | -1.4% |
| 2674 | Pettee Investors#2674 · 783 sh | 783 | $833.8K | 0.41% | 0.0% |
| 2675 | Mayfair Advisory Group#2675 · 938 sh | 938 | $833.5K | — | -13.5% |
| 2676 | ALPINE WOODS CAPITAL INVESTORS#2676 · 781 sh | 781 | $831.7K | 0.18% | -4.9% |
| 2677 | REBALANCE#2677 · 781 sh | 781 | $831.7K | — | 0.0% |
| 2678 | Donalies Financial Planning#2678 · 781 sh | 781 | $831.2K | — | +0.1% |
| 2679 | DV Trading#2679 · 780 sh | 780 | $830.6K | 0.03% | -75.0% |
| 2680 | Roble, Belko & Company#2680 · 779 sh | 779 | $830.0K | 0.09% | 0.0% |
| 2681 | Baltimore-Washington Financial Advisors#2681 · 778 sh | 778 | $828.9K | 0.03% | +10.4% |
| 2682 | Atala Financial#2682 · 778 sh | 778 | $828.5K | — | 0.0% |
| 2683 | Meadowbrook Wealth Management#2683 · 835 sh | 835 | $827.8K | — | -36.3% |
| 2684 | MPS Loria Financial Planners#2684 · 776 sh | 776 | $826.1K | — | +0.3% |
| 2685 | Signature Equity Partners#2685 · 775 sh | 775 | $825.1K | 0.38% | -11.3% |
| 2686 | J. Derek Lewis & Associates#2686 · 773 sh | 773 | $823.4K | 0.16% | 0.0% |
| 2687 | TENET WEALTH PARTNERS#2687 · 942 sh | 942 | $822.6K | — | — |
| 2688 | Second Half Financial Partners#2688 · 771 sh | 771 | $821.3K | 0.34% | -2.5% |
| 2689 | Petros Family Wealth#2689 · 771 sh | 771 | $821.1K | 0.50% | -0.3% |
| 2690 | MRP Capital Investments#2690 · 770 sh | 770 | $820.0K | 0.60% | -3.1% |
| 2691 | MBE Wealth Management#2691 · 768 sh | 768 | $817.7K | — | +0.9% |
| 2692 | LIBERTY WEALTH MANAGEMENT#2692 · 1,153 sh | 1,153 | $816.8K | 0.10% | 0.0% |
| 2693 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#2693 · 766 sh | 766 | $815.7K | 0.10% | +2.8% |
| 2694 | Prota Financial#2694 · 822 sh | 822 | $814.9K | — | -12.6% |
| 2695 | Strategic Investment Solutions#2695 · 764 sh | 764 | $814.4K | 0.19% | +3.8% |
| 2696 | BRIGHT FINANCIAL ADVISORS#2696 · 763 sh | 763 | $813.2K | — | 0.0% |
| 2697 | EdgeRock Capital#2697 · 763 sh | 763 | $812.2K | 0.18% | +23.5% |
| 2698 | PCG ASSET MANAGEMENT#2698 · 762 sh | 762 | $811.5K | 0.58% | -5.9% |
| 2699 | Kondo Wealth Advisors#2699 · 761 sh | 761 | $810.4K | — | +0.9% |
| 2700 | Pacific Center for Financial Services#2700 · 759 sh | 759 | $808.1K | — | +0.1% |
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.