CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | TrustWell Financial Advisors#2901 · 593 sh | 593 | $631.5K | — | +0.3% |
| 2902 | Brightwater Advisory#2902 · 592 sh | 592 | $630.2K | 0.40% | -3.4% |
| 2903 | M1 Capital Management#2903 · 591 sh | 591 | $629.4K | 0.23% | -19.3% |
| 2904 | Value Investment Professionals#2904 · 590 sh | 590 | $628.4K | — | +0.2% |
| 2905 | Concentrum Wealth Management#2905 · 588 sh | 588 | $626.6K | 0.15% | +12.0% |
| 2906 | Krane Financial Solutions#2906 · 588 sh | 588 | $626.5K | 0.39% | +0.2% |
| 2907 | Stonebridge Financial Group, / MO#2907 · 588 sh | 588 | $626.0K | 0.42% | +6.3% |
| 2908 | Colorado Capital Management#2908 · 587 sh | 587 | $625.0K | — | 0.0% |
| 2909 | Safe Harbor Fiduciary#2909 · 584 sh | 584 | $621.9K | 0.48% | -16.5% |
| 2910 | Aspen Capital Management#2910 · 584 sh | 584 | $621.9K | 0.14% | 0.0% |
| 2911 | Nova R Wealth#2911 · 583 sh | 583 | $621.1K | — | -2.2% |
| 2912 | Red Wave Investments#2912 · 583 sh | 583 | $621.0K | 0.16% | -8.3% |
| 2913 | Cheviot Value Management#2913 · 583 sh | 583 | $620.8K | 0.06% | -1.7% |
| 2914 | GREATMARK INVESTMENT PARTNERS#2914 · 583 sh | 583 | $620.8K | 0.07% | 0.0% |
| 2915 | Balentine#2915 · 582 sh | 582 | $619.8K | 0.02% | +29.6% |
| 2916 | CASCADE INVESTMENT GROUP#2916 · 582 sh | 582 | $619.8K | — | +5.2% |
| 2917 | TrueNorth#2917 · 581 sh | 581 | $618.7K | 0.04% | +237.8% |
| 2918 | Talisman Wealth Advisors#2918 · 581 sh | 581 | $618.6K | 0.46% | +6.0% |
| 2919 | Financial Security Advisor#2919 · 581 sh | 581 | $618.4K | 0.10% | +3.9% |
| 2920 | Integrity Advisory Solutions#2920 · 580 sh | 580 | $617.9K | 0.06% | +39.4% |
| 2921 | Krane Funds Advisors#2921 · 580 sh | 580 | $617.6K | 0.02% | New |
| 2922 | Bedminster#2922 · 580 sh | 580 | $617.6K | 0.53% | -3.3% |
| 2923 | LIFELONG WEALTH ADVISORS#2923 · 579 sh | 579 | $617.0K | — | -8.8% |
| 2924 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#2924 · 708 sh | 708 | $616.7K | 0.37% | 0.0% |
| 2925 | Main Street Group, LTD#2925 · 579 sh | 579 | $616.7K | 0.14% | -2.5% |
| 2926 | Pinnacle Bancorp#2926 · 579 sh | 579 | $616.6K | — | 0.0% |
| 2927 | OAK ASSOCIATES LTD#2927 · 579 sh | 579 | $616.6K | 0.03% | 0.0% |
| 2928 | Affiance Financial#2928 · 578 sh | 578 | $616.5K | — | +4.1% |
| 2929 | Maia Wealth#2929 · 579 sh | 579 | $616.3K | — | +5.3% |
| 2930 | CONSILIO WEALTH ADVISORS#2930 · 576 sh | 576 | $613.4K | 0.15% | +1.6% |
| 2931 | Riverbend Wealth Management#2931 · 576 sh | 576 | $613.2K | — | -15.4% |
| 2932 | DKM Wealth Management#2932 · 576 sh | 576 | $613.0K | — | -1.5% |
| 2933 | Arista Wealth Management#2933 · 575 sh | 575 | $612.3K | 0.07% | -18.4% |
| 2934 | Orion Investment#2934 · 575 sh | 575 | $612.3K | 0.18% | 0.0% |
| 2935 | WIN ADVISORS#2935 · 574 sh | 574 | $611.3K | 0.22% | +68.8% |
| 2936 | Cerro Pacific Wealth Advisors#2936 · 574 sh | 574 | $611.1K | — | -0.3% |
| 2937 | One Day In July#2937 · 572 sh | 572 | $609.1K | 0.04% | 0.0% |
| 2938 | 4WEALTH ADVISORS#2938 · 589 sh | 589 | $609.0K | — | -2.8% |
| 2939 | Henderson Brothers Financial Partners#2939 · 570 sh | 570 | $607.1K | 0.29% | -58.4% |
| 2940 | Madson Wealth Advisors#2940 · 570 sh | 570 | $607.0K | — | +8.6% |
| 2941 | KWB Wealth#2941 · 570 sh | 570 | $606.6K | — | +3.8% |
| 2942 | QUANTUM FINANCIAL PARTNERS#2942 · 569 sh | 569 | $606.3K | — | — |
| 2943 | Miller Financial Services#2943 · 569 sh | 569 | $605.9K | — | -39.7% |
| 2944 | Ninepoint Partners#2944 · 568 sh | 568 | $604.9K | 0.05% | -32.1% |
| 2945 | Bay Harbor Wealth Management#2945 · 567 sh | 567 | $603.8K | 0.14% | +1057.1% |
| 2946 | BOOTHBAY FUND MANAGEMENT#2946 · 566 sh | 566 | $602.7K | <0.01% | -94.6% |
| 2947 | Fortitude Family Office#2947 · 566 sh | 566 | $602.7K | — | -4.4% |
| 2948 | Estate Planners Group#2948 · 565 sh | 565 | $601.9K | 0.27% | 0.0% |
| 2949 | Roehl & Yi Investment Advisors#2949 · 565 sh | 565 | $601.7K | 0.20% | -6.0% |
| 2950 | Consolidated Planning#2950 · 564 sh | 564 | $600.6K | — | 0.0% |
| 2951 | TigerOak Management, L.L.C.#2951 · 564 sh | 564 | $600.6K | — | 0.0% |
| 2952 | Strategic Financial Services#2952 · 563 sh | 563 | $599.5K | 0.03% | 0.0% |
| 2953 | Cloud Capital Management#2953 · 563 sh | 563 | $598.0K | 0.22% | +0.7% |
| 2954 | Granite Harbor Advisors#2954 · 561 sh | 561 | $597.4K | 0.24% | -7.6% |
| 2955 | Ifrah Financial Services#2955 · 560 sh | 560 | $596.8K | — | -0.9% |
| 2956 | OMC Financial Services LTD#2956 · 560 sh | 560 | $596.3K | — | -14.5% |
| 2957 | McKinney Capital Management#2957 · 560 sh | 560 | $596.3K | 0.23% | +0.4% |
| 2958 | Tradewinds Capital Management#2958 · 559 sh | 559 | $595.8K | — | +5.7% |
| 2959 | McMillan Office#2959 · 559 sh | 559 | $595.3K | 0.07% | 0.0% |
| 2960 | LYNCH & ASSOCIATES#2960 · 558 sh | 558 | $594.2K | — | 0.0% |
| 2961 | Simplify Asset Management#2961 · 558 sh | 558 | $594.2K | <0.01% | -2.8% |
| 2962 | MOTIVE WEALTH ADVISORS#2962 · 558 sh | 558 | $594.2K | — | -2.6% |
| 2963 | Dakota Community Bank & NA#2963 · 557 sh | 557 | $593.1K | — | -2.8% |
| 2964 | RHODES INVESTMENT ADVISORS#2964 · 556 sh | 556 | $592.1K | — | New |
| 2965 | IPG Investment Advisors#2965 · 556 sh | 556 | $592.1K | 0.09% | 0.0% |
| 2966 | Greenline Wealth Management#2966 · 555 sh | 555 | $591.4K | 0.49% | +17.3% |
| 2967 | JLB & ASSOCIATES#2967 · 555 sh | 555 | $591.0K | 0.08% | New |
| 2968 | Beaird Harris Wealth Management#2968 · 555 sh | 555 | $591.0K | 0.04% | 0.0% |
| 2969 | Warren Street Wealth Advisors#2969 · 553 sh | 553 | $589.4K | 0.13% | +6.1% |
| 2970 | Blackston Financial Advisory Group#2970 · 553 sh | 553 | $589.0K | 0.33% | +11.9% |
| 2971 | St. Louis#2971 · 1,952 sh | 1,952 | $588.9K | 0.07% | 0.0% |
| 2972 | Tanager Wealth Management LLP#2972 · 553 sh | 553 | $588.9K | — | +8.6% |
| 2973 | Mason & Associates#2973 · 553 sh | 553 | $588.9K | 0.10% | -2.6% |
| 2974 | Borer Denton & Associates#2974 · 553 sh | 553 | $588.9K | 0.19% | 0.0% |
| 2975 | Accuvest Global Advisors#2975 · 552 sh | 552 | $588.0K | 0.51% | New |
| 2976 | Arlington#2976 · 552 sh | 552 | $587.8K | — | -3.5% |
| 2977 | Scott & Selber#2977 · 550 sh | 550 | $585.7K | — | 0.0% |
| 2978 | Wakefield Asset Management LLLP#2978 · 550 sh | 550 | $585.7K | 0.13% | 0.0% |
| 2979 | North Forty Two#2979 · 550 sh | 550 | $585.7K | — | 0.0% |
| 2980 | Fourth Dimension Wealth#2980 · 550 sh | 550 | $585.7K | 0.19% | +450.0% |
| 2981 | Optivise Advisory Services#2981 · 549 sh | 549 | $584.9K | — | -37.0% |
| 2982 | Oxinas Partners Wealth Management#2982 · 549 sh | 549 | $584.8K | 0.23% | +3.0% |
| 2983 | PHILLIPS FINANCIAL MANAGEMENT#2983 · 549 sh | 549 | $584.6K | — | -8.2% |
| 2984 | Carson Advisory#2984 · 548 sh | 548 | $583.6K | 0.27% | +1.1% |
| 2985 | TWIN PEAKS WEALTH ADVISORS#2985 · 548 sh | 548 | $583.4K | 0.13% | +5.8% |
| 2986 | Carbahal Olsen Financial Services Group#2986 · 546 sh | 546 | $581.8K | 0.40% | -13.1% |
| 2987 | Ipsen Advisor Group#2987 · 545 sh | 545 | $580.0K | 0.37% | -2.3% |
| 2988 | Addison Advisors#2988 · 543 sh | 543 | $578.2K | 0.27% | -72.9% |
| 2989 | WELLINGTON-ALTUS USA#2989 · 815 sh | 815 | $577.4K | 0.41% | -14.5% |
| 2990 | Halter Ferguson Financial#2990 · 542 sh | 542 | $577.2K | — | -6.4% |
| 2991 | Prentice Wealth Management#2991 · 542 sh | 542 | $577.2K | — | -11.7% |
| 2992 | Princeton Global Asset Management#2992 · 541 sh | 541 | $576.4K | — | -15.3% |
| 2993 | ACORN CREEK CAPITAL#2993 · 541 sh | 541 | $576.3K | 0.19% | -2.5% |
| 2994 | Sound Financial Strategies Group#2994 · 541 sh | 541 | $576.1K | 0.37% | -1.1% |
| 2995 | DOVER ADVISORS#2995 · 1,005 sh | 1,005 | $575.7K | 0.24% | +26.1% |
| 2996 | Clarendon Private#2996 · 541 sh | 541 | $575.6K | 0.37% | +6.5% |
| 2997 | MN Wealth Advisors#2997 · 540 sh | 540 | $575.2K | — | +13.0% |
| 2998 | NORTH DALLAS BANK#2998 · 540 sh | 540 | $575.0K | 0.34% | -7.4% |
| 2999 | Alpha Omega Wealth Management#2999 · 540 sh | 540 | $575.0K | — | -4.8% |
| 3000 | Objective Capital Management#3000 · 540 sh | 540 | $575.0K | — | -17.2% |
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.