CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 29)
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 2,801 to 2,900. 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 2,801–2,900 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2801 | Valtinson Bruner Financial Planning#2801 · 666 sh | 666 | $709.5K | 0.18% | +1.5% |
| 2802 | Solidarity Wealth#2802 · 666 sh | 666 | $709.2K | — | +3.1% |
| 2803 | RFG#2803 · 665 sh | 665 | $708.2K | 0.15% | +1.4% |
| 2804 | PARTNERS WEALTH MANAGEMENT#2804 · 665 sh | 665 | $708.2K | 0.69% | -21.9% |
| 2805 | PRIVATE CLIENT SERVICES#2805 · 665 sh | 665 | $707.9K | — | +39.4% |
| 2806 | Freedom Financial Partners#2806 · 664 sh | 664 | $707.3K | — | -13.1% |
| 2807 | Cyr Financial#2807 · 663 sh | 663 | $706.3K | — | +0.5% |
| 2808 | Orgel Wealth Management#2808 · 663 sh | 663 | $706.0K | — | -0.5% |
| 2809 | MAYPORT#2809 · 663 sh | 663 | $706.0K | 0.11% | -5.8% |
| 2810 | TSA Wealth Managment#2810 · 661 sh | 661 | $703.9K | — | +10.7% |
| 2811 | ADKINS SEALE CAPITAL MANAGEMENT#2811 · 660 sh | 660 | $702.8K | 0.63% | -5.4% |
| 2812 | Galvin, Gaustad & Stein#2812 · 659 sh | 659 | $701.5K | — | New |
| 2813 | REYL & Cie S.A.#2813 · 985 sh | 985 | $699.7K | 0.81% | — |
| 2814 | Tower Wealth Partners#2814 · 657 sh | 657 | $699.6K | 0.35% | -0.3% |
| 2815 | KDT Advisors#2815 · 657 sh | 657 | $699.6K | 0.97% | 0.0% |
| 2816 | Verus Financial Partners#2816 · 656 sh | 656 | $699.1K | 0.06% | -35.0% |
| 2817 | Ballew Advisors#2817 · 724 sh | 724 | $697.5K | — | -1.5% |
| 2818 | FIRST COMMONWEALTH FINANCIAL#2818 · 655 sh | 655 | $697.5K | 0.10% | -73.9% |
| 2819 | WESTCO ADVISORY SERVICES#2819 · 655 sh | 655 | $697.5K | — | -14.4% |
| 2820 | Safeguard Investment Advisory Group#2820 · 653 sh | 653 | $695.6K | 0.16% | +31.9% |
| 2821 | GEM Asset Management#2821 · 649 sh | 649 | $691.4K | — | 0.0% |
| 2822 | Grantvest Financial Group#2822 · 648 sh | 648 | $690.1K | — | 0.0% |
| 2823 | Caerus Investment Advisors#2823 · 648 sh | 648 | $690.1K | 0.23% | +12.1% |
| 2824 | Financial Perspectives#2824 · 648 sh | 648 | $690.1K | 0.17% | 0.0% |
| 2825 | WASHINGTON BANK#2825 · 647 sh | 647 | $689.0K | 0.05% | -19.5% |
| 2826 | Wealthcare Capital Partners#2826 · 646 sh | 646 | $688.2K | — | +0.2% |
| 2827 | Financial Planning Hawaii#2827 · 646 sh | 646 | $687.9K | — | -8.5% |
| 2828 | Flatrock Wealth Partners#2828 · 646 sh | 646 | $687.6K | 0.27% | +2.1% |
| 2829 | Morton Capital Management#2829 · 646 sh | 646 | $687.4K | — | -5.6% |
| 2830 | Cannon Financial Strategists#2830 · 645 sh | 645 | $686.9K | — | New |
| 2831 | OPTIMA CAPITAL#2831 · 643 sh | 643 | $684.7K | 0.27% | +0.3% |
| 2832 | LifeGoal Investments#2832 · 642 sh | 642 | $683.7K | — | +11.1% |
| 2833 | GLR Partners#2833 · 642 sh | 642 | $683.7K | 0.32% | -1.4% |
| 2834 | Fjell Capital#2834 · 641 sh | 641 | $682.6K | — | +45.0% |
| 2835 | Strategic Financial Concepts#2835 · 640 sh | 640 | $681.8K | 0.20% | +12.1% |
| 2836 | S Harris Financial Group#2836 · 640 sh | 640 | $681.6K | 0.53% | -5.9% |
| 2837 | Virtue Capital Management#2837 · 638 sh | 638 | $679.4K | 0.09% | -51.3% |
| 2838 | OneAscent Investment Solutions#2838 · 635 sh | 635 | $676.2K | 0.64% | +9.5% |
| 2839 | Good Steward Wealth Advisors#2839 · 635 sh | 635 | $676.2K | 0.41% | -29.6% |
| 2840 | Sather Financial Group#2840 · 633 sh | 633 | $674.1K | 0.04% | New |
| 2841 | LANDMARK WEALTH MANAGEMENT#2841 · 633 sh | 633 | $674.1K | 0.22% | +26.6% |
| 2842 | Hilltop Partners#2842 · 633 sh | 633 | $673.9K | 0.16% | +7.1% |
| 2843 | Meritas Wealth Management#2843 · 632 sh | 632 | $673.0K | — | 0.0% |
| 2844 | Saranac Partners Ltd#2844 · 632 sh | 632 | $673.0K | 0.20% | New |
| 2845 | Beacon Capital Management#2845 · 631 sh | 631 | $672.4K | — | -5.1% |
| 2846 | Cascade Financial Partners#2846 · 631 sh | 631 | $672.0K | 0.06% | -2.5% |
| 2847 | Omnia Family Wealth#2847 · 631 sh | 631 | $672.0K | 0.18% | -0.8% |
| 2848 | DORVAL#2848 · 630 sh | 630 | $670.9K | 0.19% | +26.0% |
| 2849 | Next Level Wealth Planning#2849 · 630 sh | 630 | $670.9K | 0.30% | 0.0% |
| 2850 | Houlihan Financial Resource Group, Ltd.#2850 · 629 sh | 629 | $669.8K | 0.24% | 0.0% |
| 2851 | UHLMANN PRICE SECURITIES#2851 · 629 sh | 629 | $669.8K | 0.03% | -0.3% |
| 2852 | Permanens Capital L.P.#2852 · 628 sh | 628 | $668.8K | 0.07% | New |
| 2853 | Traub Capital Management#2853 · 627 sh | 627 | $668.0K | 0.60% | -12.6% |
| 2854 | PACES FERRY WEALTH ADVISORS#2854 · 626 sh | 626 | $666.3K | 0.25% | 0.0% |
| 2855 | PRIVATE MANAGEMENT GROUP#2855 · 625 sh | 625 | $665.7K | 0.02% | -1.1% |
| 2856 | BAXTER BROS#2856 · 625 sh | 625 | $665.6K | 0.08% | 0.0% |
| 2857 | JMAC ENTERPRISES#2857 · 624 sh | 624 | $664.5K | 0.11% | +3.3% |
| 2858 | Foguth Wealth Management#2858 · 769 sh | 769 | $664.4K | — | +2.5% |
| 2859 | Bank of New Hampshire#2859 · 623 sh | 623 | $663.4K | — | 0.0% |
| 2860 | INVESTED ADVISORS#2860 · 622 sh | 622 | $662.4K | — | -3.0% |
| 2861 | Rede Wealth#2861 · 622 sh | 622 | $661.9K | — | -3.7% |
| 2862 | E6 Portfolios#2862 · 620 sh | 620 | $659.7K | — | +1.8% |
| 2863 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#2863 · 619 sh | 619 | $659.0K | — | 0.0% |
| 2864 | one8zero8#2864 · 619 sh | 619 | $658.6K | 0.13% | 0.0% |
| 2865 | STONERIDGE INVESTMENT PARTNERS#2865 · 808 sh | 808 | $658.0K | 0.43% | New |
| 2866 | McLean Asset Management#2866 · 806 sh | 806 | $657.1K | 0.09% | -2.1% |
| 2867 | CAP Partners#2867 · 617 sh | 617 | $656.9K | — | -10.2% |
| 2868 | WIREGRASS INVESTMENT MANAGEMENT#2868 · 615 sh | 615 | $655.2K | 0.45% | -26.4% |
| 2869 | Farmers & Merchants of Long Beach#2869 · 615 sh | 615 | $654.9K | — | +4.1% |
| 2870 | Peak Retirement Planning#2870 · 614 sh | 614 | $654.1K | 0.10% | +3.4% |
| 2871 | Clarus Group#2871 · 614 sh | 614 | $654.0K | — | +0.2% |
| 2872 | HALL CAPITAL MANAGEMENT#2872 · 613 sh | 613 | $652.8K | 0.20% | 0.0% |
| 2873 | Rydar Equities#2873 · 733 sh | 733 | $652.2K | — | +33.3% |
| 2874 | CONSCIOUS WEALTH INVESTMENTS#2874 · 732 sh | 732 | $651.5K | 0.33% | +11.2% |
| 2875 | CAPITAL COUNSEL#2875 · 611 sh | 611 | $650.7K | 0.03% | 0.0% |
| 2876 | Quantessence Capital#2876 · 610 sh | 610 | $649.6K | 1.91% | New |
| 2877 | CAPITAL CITY#2877 · 609 sh | 609 | $648.5K | — | +97.1% |
| 2878 | Piedmont Capital Management#2878 · 608 sh | 608 | $647.5K | — | +34.2% |
| 2879 | KOM Wealth Management Group#2879 · 608 sh | 608 | $647.2K | — | -0.7% |
| 2880 | Kapstone Financial Advisors#2880 · 607 sh | 607 | $646.4K | 0.27% | 0.0% |
| 2881 | Crane Advisory#2881 · 737 sh | 737 | $646.2K | — | +0.1% |
| 2882 | Alternative Investment Advisors#2882 · 606 sh | 606 | $645.6K | 0.25% | +2.0% |
| 2883 | Unison Asset Management#2883 · 606 sh | 606 | $645.3K | 0.26% | 0.0% |
| 2884 | Bannerstone Capital Management#2884 · 605 sh | 605 | $644.3K | 0.54% | +101.7% |
| 2885 | Bernicke Wealth Management, Ltd.#2885 · 604 sh | 604 | $643.4K | 0.07% | 0.0% |
| 2886 | Forza Wealth Management#2886 · 603 sh | 603 | $642.1K | — | -31.2% |
| 2887 | FIRST BUSINESS FINANCIAL SERVICES#2887 · 601 sh | 601 | $640.0K | 0.05% | +2.0% |
| 2888 | CORRECT CAPITAL WEALTH MANAGEMENT#2888 · 601 sh | 601 | $640.0K | 0.11% | 0.0% |
| 2889 | Collaborative Fund Advisors#2889 · 601 sh | 601 | $640.0K | 0.37% | -2.9% |
| 2890 | YARGER WEALTH STRATEGIES#2890 · 672 sh | 672 | $639.8K | 0.23% | +3.1% |
| 2891 | Wealthquest#2891 · 600 sh | 600 | $638.9K | 0.04% | +62.6% |
| 2892 | Tolleson Wealth Management#2892 · 600 sh | 600 | $638.9K | 0.09% | 0.0% |
| 2893 | Three Magnolias Financial Advisors#2893 · 600 sh | 600 | $638.9K | — | 0.0% |
| 2894 | Convergence Investment Partners#2894 · 599 sh | 599 | $637.4K | 0.06% | -15.2% |
| 2895 | Joseph P. Lucia & Associates#2895 · 599 sh | 599 | $637.4K | 0.19% | +10.3% |
| 2896 | MKT Advisors#2896 · 678 sh | 678 | $637.1K | — | +0.9% |
| 2897 | Townsend & Associates#2897 · 734 sh | 734 | $634.2K | — | -4.1% |
| 2898 | Coston, McIsaac & Partners#2898 · 596 sh | 596 | $634.0K | 0.13% | +11.0% |
| 2899 | INTEGRAL INVESTMENT ADVISORS#2899 · 595 sh | 595 | $633.7K | 0.14% | +1.4% |
| 2900 | Argentarii#2900 · 749 sh | 749 | $631.7K | 0.19% | +8.9% |
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.