CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | New World Advisors#2701 · 757 sh | 757 | $806.1K | 0.14% | -2.7% |
| 2702 | BUFFALO BUSINESS & ESTATE SERVICES LTD#2702 · 756 sh | 756 | $805.3K | 0.10% | -0.4% |
| 2703 | Randall & Associates Wealth Management#2703 · 756 sh | 756 | $805.1K | — | +0.4% |
| 2704 | Elm Partners Management#2704 · 756 sh | 756 | $805.0K | 0.02% | +0.3% |
| 2705 | Drum Hill Capital#2705 · 755 sh | 755 | $804.0K | — | 0.0% |
| 2706 | Todd Wealth Management#2706 · 754 sh | 754 | $802.8K | — | +0.1% |
| 2707 | Antonelli Financial Advisors#2707 · 752 sh | 752 | $801.0K | — | 0.0% |
| 2708 | General Partner#2708 · 752 sh | 752 | $800.8K | — | 0.0% |
| 2709 | Commerce Advisors#2709 · 752 sh | 752 | $800.5K | — | +1.5% |
| 2710 | Hurlow Wealth Management Group#2710 · 751 sh | 751 | $799.7K | 0.17% | +0.1% |
| 2711 | Longview Financial Advisors#2711 · 751 sh | 751 | $799.7K | 0.40% | -34.0% |
| 2712 | Archer Investment#2712 · 750 sh | 750 | $799.0K | 0.16% | -10.7% |
| 2713 | MinichMacGregor Wealth Management#2713 · 750 sh | 750 | $798.7K | — | -5.2% |
| 2714 | Principal Street Partners#2714 · 750 sh | 750 | $798.7K | 0.12% | +3.2% |
| 2715 | CLIENT 1ST ADVISORY GROUP#2715 · 750 sh | 750 | $798.7K | — | +14.3% |
| 2716 | Pingora Partners#2716 · 750 sh | 750 | $798.7K | 0.47% | 0.0% |
| 2717 | FNY Investment Advisers#2717 · 750 sh | 750 | $798.0K | — | New |
| 2718 | Griffith & Werner#2718 · 747 sh | 747 | $796.0K | 0.37% | -1.7% |
| 2719 | Financial Life Planners#2719 · 747 sh | 747 | $795.9K | 0.51% | +291.1% |
| 2720 | Eurizon SLJ Capital Ltd#2720 · 747 sh | 747 | $795.5K | 0.29% | 0.0% |
| 2721 | GRANDFIELD & DODD#2721 · 745 sh | 745 | $793.4K | 0.04% | 0.0% |
| 2722 | BARLOW WEALTH PARTNERS#2722 · 836 sh | 836 | $792.6K | — | 0.0% |
| 2723 | jvl associates#2723 · 741 sh | 741 | $789.1K | — | +8.3% |
| 2724 | TrueWealth Advisors#2724 · 740 sh | 740 | $788.4K | — | -6.9% |
| 2725 | JGP Wealth Management#2725 · 739 sh | 739 | $787.4K | — | +0.8% |
| 2726 | SMART Wealth#2726 · 739 sh | 739 | $786.5K | 0.17% | 0.0% |
| 2727 | Core Wealth Partners#2727 · 738 sh | 738 | $785.9K | 0.33% | +5.4% |
| 2728 | JSF Financial#2728 · 738 sh | 738 | $785.4K | — | -1.9% |
| 2729 | Global X Japan , Ltd.#2729 · 737 sh | 737 | $784.8K | — | -20.8% |
| 2730 | Capstone Wealth Management Group#2730 · 736 sh | 736 | $784.2K | — | — |
| 2731 | Wick Capital Partners#2731 · 736 sh | 736 | $783.8K | 0.12% | +6.8% |
| 2732 | Altus Wealth Group#2732 · 735 sh | 735 | $782.9K | — | +13.3% |
| 2733 | Orion Capital Management#2733 · 735 sh | 735 | $782.7K | 0.24% | +4.3% |
| 2734 | Encompass More Asset Management#2734 · 734 sh | 734 | $781.9K | — | +66.8% |
| 2735 | Sunburst Financial Group#2735 · 733 sh | 733 | $780.6K | — | +19.8% |
| 2736 | American#2736 · 733 sh | 733 | $780.6K | 0.06% | +50.8% |
| 2737 | Severin Investments#2737 · 732 sh | 732 | $779.4K | 0.59% | -44.4% |
| 2738 | Southern Financial Group#2738 · 731 sh | 731 | $779.4K | 0.20% | -11.9% |
| 2739 | WEBSTERROGERS FINANCIAL ADVISORS#2739 · 730 sh | 730 | $777.4K | 0.20% | 0.0% |
| 2740 | FOUNDERS GROVE WEALTH PARTNERS#2740 · 730 sh | 730 | $777.4K | — | +3.5% |
| 2741 | Eagle Capital Management#2741 · 730 sh | 730 | $777.0K | — | -16.1% |
| 2742 | Clarity Wealth Advisors#2742 · 728 sh | 728 | $775.3K | — | -26.8% |
| 2743 | NFP Retirement#2743 · 727 sh | 727 | $774.0K | 0.04% | -24.0% |
| 2744 | Bouchey Financial Group Ltd#2744 · 727 sh | 727 | $774.0K | 0.05% | -44.0% |
| 2745 | Wealth Intelligence#2745 · 726 sh | 726 | $773.1K | — | -13.5% |
| 2746 | Heritage Family Offices, LLP#2746 · 724 sh | 724 | $771.0K | 0.30% | +86.1% |
| 2747 | Pacific Excel Wealth Advisors#2747 · 724 sh | 724 | $771.0K | 0.30% | New |
| 2748 | South Shore Capital Advisors#2748 · 722 sh | 722 | $768.9K | — | -7.3% |
| 2749 | Manske Wealth Management#2749 · 719 sh | 719 | $765.7K | — | -17.6% |
| 2750 | MW ADVISORY#2750 · 719 sh | 719 | $765.7K | — | — |
| 2751 | SHUFRO ROSE#2751 · 714 sh | 714 | $760.3K | 0.04% | -4.2% |
| 2752 | VISTA CAPITAL PARTNERS#2752 · 712 sh | 712 | $758.2K | 0.07% | -13.7% |
| 2753 | Darden Wealth Group#2753 · 711 sh | 711 | $757.5K | 0.30% | +39.4% |
| 2754 | BancFirst & Investment Management#2754 · 733 sh | 733 | $757.3K | 0.32% | New |
| 2755 | Concorde Asset Management#2755 · 710 sh | 710 | $756.1K | 0.44% | +3.6% |
| 2756 | DRW Securities#2756 · 709 sh | 709 | $755.0K | 0.02% | -81.1% |
| 2757 | Greenspring Advisors#2757 · 708 sh | 708 | $754.0K | 0.04% | -9.6% |
| 2758 | Causey Wealth#2758 · 707 sh | 707 | $752.9K | 0.29% | 0.0% |
| 2759 | Gemmer Asset Management#2759 · 706 sh | 706 | $751.8K | — | +0.9% |
| 2760 | SilverOak Wealth Management#2760 · 704 sh | 704 | $749.7K | 0.10% | 0.0% |
| 2761 | CHATHAM CAPITAL GROUP#2761 · 704 sh | 704 | $749.6K | — | 0.0% |
| 2762 | SEAMOUNT FINANCIAL GROUP#2762 · 703 sh | 703 | $748.9K | — | 0.0% |
| 2763 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#2763 · 703 sh | 703 | $748.9K | — | -0.4% |
| 2764 | Eagle Wealth Advisors#2764 · 702 sh | 702 | $747.6K | — | +5.4% |
| 2765 | Phillips Wealth Planners#2765 · 795 sh | 795 | $747.4K | 0.55% | -2.0% |
| 2766 | Sterling Investment Counsel#2766 · 701 sh | 701 | $746.9K | — | -7.9% |
| 2767 | RED REEF ADVISORS#2767 · 700 sh | 700 | $745.4K | 0.69% | +2.0% |
| 2768 | AXS Investments#2768 · 699 sh | 699 | $744.4K | 0.21% | -22.7% |
| 2769 | Tandem Wealth Advisors#2769 · 694 sh | 694 | $739.0K | 0.29% | +3.1% |
| 2770 | ABLES, IANNONE, MOORE & ASSOCIATES#2770 · 692 sh | 692 | $737.9K | — | New |
| 2771 | Key FInancial#2771 · 688 sh | 688 | $732.7K | 0.12% | -74.4% |
| 2772 | N.E.W. Advisory Services#2772 · 686 sh | 686 | $731.0K | 0.05% | -33.7% |
| 2773 | MBA Advisors#2773 · 686 sh | 686 | $730.3K | 0.25% | -9.5% |
| 2774 | Granite FO#2774 · 685 sh | 685 | $729.5K | — | 0.0% |
| 2775 | PIONEER BANK N A#2775 · 683 sh | 683 | $727.3K | 0.16% | 0.0% |
| 2776 | UNIQUE WEALTH#2776 · 683 sh | 683 | $727.3K | — | +7.6% |
| 2777 | Jessup Wealth Management#2777 · 682 sh | 682 | $726.1K | — | -0.6% |
| 2778 | Clay Northam Wealth Management#2778 · 681 sh | 681 | $725.2K | — | 0.0% |
| 2779 | Dynasty Wealth Management#2779 · 681 sh | 681 | $725.1K | <0.01% | +92.9% |
| 2780 | PENOBSCOT WEALTH MANAGEMENT#2780 · 681 sh | 681 | $724.7K | — | -0.1% |
| 2781 | Piedmont Capital Management#2781 · 732 sh | 732 | $724.2K | 0.37% | 0.0% |
| 2782 | Prudent Man Advisors#2782 · 0 sh | 0 | $723.4K | 0.17% | New |
| 2783 | HOEY INVESTMENTS#2783 · 679 sh | 679 | $723.1K | 0.09% | +26.2% |
| 2784 | Aviance Capital Partners#2784 · 679 sh | 679 | $722.9K | 0.07% | +17.9% |
| 2785 | Impact Partnership Wealth#2785 · 678 sh | 678 | $722.3K | 0.07% | +10.2% |
| 2786 | truNorth Financial Services#2786 · 678 sh | 678 | $722.2K | 0.65% | +0.4% |
| 2787 | Aletheian Wealth Advisors#2787 · 678 sh | 678 | $722.0K | — | +6.6% |
| 2788 | DOHENY ASSET MANAGEMENT#2788 · 677 sh | 677 | $721.0K | 0.42% | +8.0% |
| 2789 | BLALOCK WILLIAMS#2789 · 677 sh | 677 | $720.9K | 0.47% | +15.5% |
| 2790 | Human Investing#2790 · 676 sh | 676 | $720.3K | — | +0.3% |
| 2791 | BALLAST ADVISORS#2791 · 676 sh | 676 | $719.9K | 0.17% | 0.0% |
| 2792 | MCDONALD PARTNERS#2792 · 675 sh | 675 | $718.8K | 0.17% | +3.8% |
| 2793 | REAP Financial Group#2793 · 675 sh | 675 | $718.5K | 0.12% | -29.5% |
| 2794 | Nelson Capital Management#2794 · 673 sh | 673 | $716.7K | 0.08% | +25.1% |
| 2795 | ALTFEST L J#2795 · 671 sh | 671 | $714.7K | 0.07% | 0.0% |
| 2796 | Broadleaf Partners#2796 · 670 sh | 670 | $713.5K | 0.14% | -9.5% |
| 2797 | BARNES PETTEY FINANCIAL ADVISORS#2797 · 670 sh | 670 | $713.5K | 0.22% | 0.0% |
| 2798 | Centerpoint Advisory Group#2798 · 670 sh | 670 | $713.5K | — | -3.6% |
| 2799 | Leverty Financial Group#2799 · 670 sh | 670 | $713.0K | — | 0.0% |
| 2800 | PATRON PARTNERS#2800 · 668 sh | 668 | $711.4K | 0.27% | +28.5% |
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.