CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | Parvin Asset Management#3001 · 540 sh | 540 | $575.0K | 0.45% | +8.0% |
| 3002 | Intelligence Driven Advisers#3002 · 540 sh | 540 | $574.8K | — | +33.3% |
| 3003 | Gallagher Fiduciary Advisors#3003 · 539 sh | 539 | $573.9K | 0.02% | 0.0% |
| 3004 | CMT Capital Markets Trading GmbH#3004 · 538 sh | 538 | $573.0K | <0.01% | -50.8% |
| 3005 | Innova Wealth Partners#3005 · 538 sh | 538 | $572.9K | — | +0.6% |
| 3006 | Financial Insights#3006 · 537 sh | 537 | $571.3K | 0.15% | +1.5% |
| 3007 | Summit Financial Wealth Advisors#3007 · 536 sh | 536 | $570.6K | — | +19.6% |
| 3008 | Colonial River Wealth Management#3008 · 535 sh | 535 | $570.2K | — | -31.4% |
| 3009 | Onyx Bridge Wealth Group#3009 · 535 sh | 535 | $570.0K | — | +6.2% |
| 3010 | Ducere Wealth Management#3010 · 535 sh | 535 | $569.8K | 0.17% | +9.2% |
| 3011 | AMG Asset Management Group#3011 · 535 sh | 535 | $569.8K | — | +0.8% |
| 3012 | Aegis Wealth Management#3012 · 535 sh | 535 | $569.7K | 0.27% | New |
| 3013 | Storen Legacy Partners#3013 · 534 sh | 534 | $568.9K | 0.16% | +21.1% |
| 3014 | Fermata Advisors#3014 · 534 sh | 534 | $568.9K | — | +12.7% |
| 3015 | National Philanthropic#3015 · 532 sh | 532 | $566.5K | <0.01% | +12.0% |
| 3016 | SAXON INTERESTS#3016 · 531 sh | 531 | $565.5K | — | -17.7% |
| 3017 | 9823 Capital, L.P.#3017 · 531 sh | 531 | $565.5K | 0.38% | New |
| 3018 | Miller Global Investments#3018 · 531 sh | 531 | $565.5K | — | +127.9% |
| 3019 | ARVEST INVESTMENTS#3019 · 530 sh | 530 | $564.4K | — | +1.3% |
| 3020 | IMG Wealth Management#3020 · 530 sh | 530 | $564.4K | — | +2.3% |
| 3021 | BridgePort Financial Solutions#3021 · 527 sh | 527 | $561.4K | 0.14% | +0.6% |
| 3022 | CogentBlue Wealth Advisors#3022 · 527 sh | 527 | $561.2K | — | +1.7% |
| 3023 | VANCE WEALTH#3023 · 525 sh | 525 | $559.1K | 0.13% | +28.4% |
| 3024 | MAIMON WEALTH MANAGEMENT LTD.#3024 · 525 sh | 525 | $559.1K | 0.43% | +5.0% |
| 3025 | Integrity Financial#3025 · 525 sh | 525 | $559.0K | 0.27% | 0.0% |
| 3026 | Strategic Financial Partners, Ltd.#3026 · 524 sh | 524 | $558.9K | 0.21% | +10.8% |
| 3027 | SHARPEPOINT#3027 · 523 sh | 523 | $557.2K | 0.28% | -2.2% |
| 3028 | Custos Family Office#3028 · 523 sh | 523 | $557.0K | 0.33% | -2.6% |
| 3029 | ENTRUST FINANCIAL#3029 · 523 sh | 523 | $556.9K | 0.36% | -0.4% |
| 3030 | SGL Investment Advisors#3030 · 664 sh | 664 | $556.2K | 0.19% | -7.5% |
| 3031 | Cypress Point Wealth Management#3031 · 522 sh | 522 | $555.9K | 0.11% | New |
| 3032 | KWMG#3032 · 521 sh | 521 | $554.8K | — | +4.0% |
| 3033 | Shakespeare Wealth Management#3033 · 521 sh | 521 | $554.6K | 0.15% | +0.2% |
| 3034 | WealthPoint Financial#3034 · 520 sh | 520 | $554.1K | 0.40% | -17.9% |
| 3035 | Chung Wu Investment Group#3035 · 520 sh | 520 | $553.7K | 0.36% | 0.0% |
| 3036 | Fielder Capital Group#3036 · 520 sh | 520 | $553.4K | 0.12% | +1.2% |
| 3037 | DECISION INVESTMENTS#3037 · 519 sh | 519 | $552.7K | — | +1.0% |
| 3038 | SAGE RHINO CAPITAL#3038 · 518 sh | 518 | $551.7K | 0.09% | -0.6% |
| 3039 | Advantage#3039 · 518 sh | 518 | $551.6K | — | +250.0% |
| 3040 | Cambridge Financial Group#3040 · 517 sh | 517 | $551.0K | — | +1.4% |
| 3041 | Bond & Devick Financial Network#3041 · 517 sh | 517 | $550.9K | — | 0.0% |
| 3042 | Brand Asset Management Group#3042 · 517 sh | 517 | $550.6K | 0.12% | +10.5% |
| 3043 | Mission Financial Group#3043 · 515 sh | 515 | $548.9K | — | — |
| 3044 | Kendall Capital Management#3044 · 515 sh | 515 | $548.4K | — | -1.0% |
| 3045 | Round Rock Advisors#3045 · 515 sh | 515 | $548.4K | 0.07% | +3.0% |
| 3046 | BETO FINANCIAL GROUP#3046 · 634 sh | 634 | $548.0K | 0.29% | +1.6% |
| 3047 | Great Waters Wealth Management#3047 · 513 sh | 513 | $546.4K | — | +0.6% |
| 3048 | Cherry Tree Wealth Management#3048 · 511 sh | 511 | $544.2K | — | -6.2% |
| 3049 | Element Wealth#3049 · 510 sh | 510 | $542.6K | 0.20% | +1.0% |
| 3050 | Nvest Financial#3050 · 508 sh | 508 | $540.5K | 0.17% | +0.2% |
| 3051 | SC&H Financial Advisors#3051 · 507 sh | 507 | $540.3K | — | 0.0% |
| 3052 | Pinion Investment Advisors#3052 · 507 sh | 507 | $539.9K | 0.10% | +4.3% |
| 3053 | KIRTLAND HILLS CAPITAL MANAGEMENT#3053 · 506 sh | 506 | $539.3K | 0.15% | +11.5% |
| 3054 | Veery Capital#3054 · 505 sh | 505 | $537.8K | — | -0.8% |
| 3055 | Sandro Wealth Management#3055 · 504 sh | 504 | $537.0K | 0.39% | +10.8% |
| 3056 | Fonville Wealth Management#3056 · 504 sh | 504 | $536.7K | 0.09% | +10.3% |
| 3057 | HF Advisory Group#3057 · 503 sh | 503 | $536.0K | — | -9.9% |
| 3058 | Talon Private Wealth#3058 · 504 sh | 504 | $535.8K | 0.03% | -78.0% |
| 3059 | Hudson Value Partners#3059 · 503 sh | 503 | $535.6K | 0.13% | +0.6% |
| 3060 | EJMK Ventures#3060 · 502 sh | 502 | $534.7K | — | +9.8% |
| 3061 | UNITED BANK#3061 · 502 sh | 502 | $534.6K | 0.06% | -8.7% |
| 3062 | Alliance Wealth Advisors#3062 · 502 sh | 502 | $534.4K | — | +1.2% |
| 3063 | KEYVANTAGE WEALTH#3063 · 501 sh | 501 | $533.5K | 0.20% | New |
| 3064 | BOURNE LENT ASSET MANAGEMENT#3064 · 500 sh | 500 | $532.5K | 0.18% | 0.0% |
| 3065 | Hartree Partners#3065 · 500 sh | 500 | $532.5K | 0.11% | -50.0% |
| 3066 | New Paradigm Capital Management#3066 · 500 sh | 500 | $532.5K | 1.14% | -54.5% |
| 3067 | Jackson, Grant Investment Advisers#3067 · 500 sh | 500 | $532.5K | 0.17% | 0.0% |
| 3068 | Franklin, Parlapiano, Turner & Welch#3068 · 500 sh | 500 | $532.5K | 0.12% | 0.0% |
| 3069 | Baugh & Associates#3069 · 500 sh | 500 | $532.5K | — | 0.0% |
| 3070 | Adirondack Capital Advisors#3070 · 500 sh | 500 | $532.5K | — | 0.0% |
| 3071 | Hoxton Planning & Management#3071 · 500 sh | 500 | $532.0K | — | +10.9% |
| 3072 | Orin Green Financial#3072 · 499 sh | 499 | $531.4K | — | 0.0% |
| 3073 | ONE Advisory Partners#3073 · 498 sh | 498 | $530.2K | — | 0.0% |
| 3074 | BRANDYWINE OAK PRIVATE WEALTH#3074 · 496 sh | 496 | $528.2K | — | -2.0% |
| 3075 | Octavia Wealth Advisors#3075 · 495 sh | 495 | $527.5K | 0.05% | -4.4% |
| 3076 | Eddie Patel#3076 · 495 sh | 495 | $527.2K | 0.32% | +0.2% |
| 3077 | Plan A Wealth#3077 · 495 sh | 495 | $527.2K | — | -3.9% |
| 3078 | SUTTON PLACE INVESTORS#3078 · 495 sh | 495 | $527.1K | — | -0.2% |
| 3079 | ETF Store#3079 · 495 sh | 495 | $526.8K | — | +5.8% |
| 3080 | Owen LaRue#3080 · 493 sh | 493 | $525.1K | 0.18% | -1.8% |
| 3081 | Edgemoor Investment Advisors#3081 · 493 sh | 493 | $525.0K | 0.04% | +11.3% |
| 3082 | CHERRYDALE WEALTH MANAGEMENT#3082 · 493 sh | 493 | $524.5K | — | +0.2% |
| 3083 | AWM CAPITAL#3083 · 492 sh | 492 | $524.1K | — | +5.8% |
| 3084 | Johnson Bixby & Associates#3084 · 492 sh | 492 | $523.9K | — | -0.4% |
| 3085 | Amplius Wealth Advisors#3085 · 492 sh | 492 | $523.9K | — | New |
| 3086 | Willow Creek Wealth Management#3086 · 491 sh | 491 | $523.6K | — | — |
| 3087 | Blueshift Asset Management#3087 · 490 sh | 490 | $521.8K | 0.12% | -62.2% |
| 3088 | North Capital#3088 · 490 sh | 490 | $521.8K | — | 0.0% |
| 3089 | TD Capital Management#3089 · 487 sh | 487 | $519.0K | 0.04% | -11.5% |
| 3090 | PENNINGTON PARTNERS#3090 · 487 sh | 487 | $518.7K | 0.17% | +9.4% |
| 3091 | Napier Financial#3091 · 486 sh | 486 | $517.5K | 0.11% | 0.0% |
| 3092 | CFO4Life Group#3092 · 486 sh | 486 | $517.5K | 0.07% | +0.6% |
| 3093 | WealthShield Partners#3093 · 486 sh | 486 | $517.5K | 0.08% | -57.9% |
| 3094 | Benchmark Financial Wealth Advisors#3094 · 486 sh | 486 | $517.1K | — | -7.4% |
| 3095 | Tortoise Investment Management#3095 · 485 sh | 485 | $516.5K | 0.04% | +4.3% |
| 3096 | Wrenne Financial Planning#3096 · 485 sh | 485 | $516.2K | 0.17% | 0.0% |
| 3097 | Axecap Investments#3097 · 484 sh | 484 | $515.4K | — | +26.0% |
| 3098 | SHAYNE & JACOBS#3098 · 483 sh | 483 | $514.6K | — | +0.2% |
| 3099 | Betterment#3099 · 482 sh | 482 | $513.0K | <0.01% | -3.2% |
| 3100 | Seneca Financial Advisors#3100 · 481 sh | 481 | $512.7K | 0.13% | 0.0% |
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.