CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#3101 · 480 sh | 480 | $511.7K | — | +30.4% |
| 3102 | Weaver Consulting Group#3102 · 480 sh | 480 | $511.2K | — | -7.3% |
| 3103 | Carter Financial Group#3103 · 480 sh | 480 | $511.1K | — | -0.6% |
| 3104 | Fortis Capital Advisors#3104 · 478 sh | 478 | $509.4K | 0.06% | +1.5% |
| 3105 | Asio Capital#3105 · 477 sh | 477 | $508.0K | — | -15.7% |
| 3106 | Godfrey Financial Associates#3106 · 475 sh | 475 | $505.8K | 0.39% | 0.0% |
| 3107 | Tranquility Partners#3107 · 474 sh | 474 | $505.2K | — | 0.0% |
| 3108 | First Long Island Investors#3108 · 474 sh | 474 | $504.8K | 0.04% | 0.0% |
| 3109 | LINCOLN CAPITAL#3109 · 474 sh | 474 | $504.8K | — | -5.4% |
| 3110 | Schoolcraft Capital#3110 · 473 sh | 473 | $503.7K | — | 0.0% |
| 3111 | PLANNING DIRECTIONS#3111 · 472 sh | 472 | $503.1K | 0.23% | 0.0% |
| 3112 | Tannin Capital#3112 · 472 sh | 472 | $502.6K | 0.33% | -29.6% |
| 3113 | Junk Investment Group#3113 · 472 sh | 472 | $502.3K | — | +0.2% |
| 3114 | V. M. MANNING#3114 · 472 sh | 472 | $502.2K | 0.43% | — |
| 3115 | TradeWell Securities#3115 · 471 sh | 471 | $502.0K | — | -17.8% |
| 3116 | LeClair Wealth Partners#3116 · 471 sh | 471 | $501.8K | 0.26% | New |
| 3117 | STEINBERGANNA WEALTH MANAGEMENT#3117 · 471 sh | 471 | $501.6K | — | -5.2% |
| 3118 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#3118 · 471 sh | 471 | $501.6K | 0.12% | 0.0% |
| 3119 | Palisades Hudson Asset Management, L.P.#3119 · 471 sh | 471 | $501.0K | 0.18% | 0.0% |
| 3120 | ProVise Management Group#3120 · 470 sh | 470 | $500.5K | 0.03% | -0.2% |
| 3121 | Rare Wolf Capital#3121 · 470 sh | 470 | $500.5K | — | -31.4% |
| 3122 | LongView Wealth Management#3122 · 469 sh | 469 | $499.4K | — | 0.0% |
| 3123 | Legacy Wealth Advisors#3123 · 467 sh | 467 | $497.3K | 0.22% | +15.3% |
| 3124 | GSG Advisors#3124 · 467 sh | 467 | $497.3K | 0.11% | +4.2% |
| 3125 | Idaho#3125 · 467 sh | 467 | $497.3K | 0.15% | -7.9% |
| 3126 | Magnolia Private Wealth#3126 · 466 sh | 466 | $496.2K | 0.27% | +8.9% |
| 3127 | Walker Asset Management#3127 · 466 sh | 466 | $496.2K | — | 0.0% |
| 3128 | Saxony Capital Management#3128 · 466 sh | 466 | $496.1K | — | -3.5% |
| 3129 | LCM Capital Management#3129 · 465 sh | 465 | $495.2K | — | +16.5% |
| 3130 | Ulland Investment Advisors#3130 · 465 sh | 465 | $495.0K | — | +32.9% |
| 3131 | Marshall Financial Group#3131 · 464 sh | 464 | $494.3K | 0.07% | +2.4% |
| 3132 | MATTERS CAPITAL#3132 · 464 sh | 464 | $494.1K | 0.35% | 0.0% |
| 3133 | Sharp Financial Services#3133 · 464 sh | 464 | $493.6K | 0.23% | -1.3% |
| 3134 | SUMMIT WEALTH & RETIREMENT PLANNING#3134 · 463 sh | 463 | $493.0K | 0.10% | 0.0% |
| 3135 | TIAA , NATIONAL ASSOCIATION#3135 · 462 sh | 462 | $492.0K | 0.03% | 0.0% |
| 3136 | Rakuten Securities#3136 · 462 sh | 462 | $492.0K | 0.11% | +153.8% |
| 3137 | MOSAIC FINANCIAL GROUP#3137 · 460 sh | 460 | $490.0K | 0.31% | +0.2% |
| 3138 | Talbot Financial#3138 · 459 sh | 459 | $489.1K | — | New |
| 3139 | Schaeffer Financial#3139 · 458 sh | 458 | $487.6K | — | +0.2% |
| 3140 | Semus Wealth Partners#3140 · 457 sh | 457 | $487.0K | — | +10.7% |
| 3141 | Marotta Asset Management#3141 · 491 sh | 491 | $486.8K | — | 0.0% |
| 3142 | ROWLANDMILLER & PARTNERS.ADV#3142 · 456 sh | 456 | $485.9K | 0.09% | -3.6% |
| 3143 | FLOYD FINANCIAL GROUP#3143 · 520 sh | 520 | $484.9K | 0.32% | -2.4% |
| 3144 | Heritage Wealth Management#3144 · 455 sh | 455 | $484.5K | 0.18% | +3.4% |
| 3145 | CoreFirst Bank#3145 · 454 sh | 454 | $483.5K | 0.24% | -2.2% |
| 3146 | BROWN WEALTH MANAGEMENT#3146 · 454 sh | 454 | $483.5K | — | +4.6% |
| 3147 | Kroeger Financial Partners#3147 · 454 sh | 454 | $483.5K | — | — |
| 3148 | Sovereign Investment Advisors#3148 · 452 sh | 452 | $481.3K | 0.09% | -10.0% |
| 3149 | StoryOne#3149 · 451 sh | 451 | $480.3K | — | New |
| 3150 | Wilian Securities#3150 · 450 sh | 450 | $479.5K | 0.28% | +32.4% |
| 3151 | Lexington Hill Partners#3151 · 450 sh | 450 | $479.5K | — | -32.7% |
| 3152 | IRONWOOD INVESTMENT MANAGEMENT#3152 · 450 sh | 450 | $479.2K | 0.17% | 0.0% |
| 3153 | Rayburn West Financial Services#3153 · 450 sh | 450 | $479.2K | 0.26% | 0.0% |
| 3154 | PEOPLES BANK#3154 · 450 sh | 450 | $479.2K | — | +10.3% |
| 3155 | Schwallier Wealth Management#3155 · 450 sh | 450 | $479.1K | 0.30% | 0.0% |
| 3156 | M3 Advisory Group#3156 · 449 sh | 449 | $478.1K | 0.25% | +3.5% |
| 3157 | Cushing Capital Partners#3157 · 449 sh | 449 | $478.0K | — | +0.4% |
| 3158 | Discipline Wealth Solutions#3158 · 449 sh | 449 | $477.8K | — | +0.2% |
| 3159 | Private Wealth Management Group#3159 · 448 sh | 448 | $477.1K | — | +127.4% |
| 3160 | Verity & Verity#3160 · 448 sh | 448 | $477.1K | — | 0.0% |
| 3161 | Hobart Private Capital#3161 · 448 sh | 448 | $477.1K | — | +17.0% |
| 3162 | STONEHAVEN WEALTH & TAX SOLUTIONS#3162 · 448 sh | 448 | $477.1K | — | +1.6% |
| 3163 | MORTON COMMUNITY BANK#3163 · 447 sh | 447 | $476.0K | 0.10% | -13.9% |
| 3164 | Piscataqua Savings Bank#3164 · 446 sh | 446 | $474.9K | — | 0.0% |
| 3165 | Blue Sky Capital Consultants Group#3165 · 444 sh | 444 | $472.8K | — | 0.0% |
| 3166 | Woodward Financial Advisors#3166 · 444 sh | 444 | $472.8K | — | 0.0% |
| 3167 | Connecticut Capital Management Group#3167 · 443 sh | 443 | $471.8K | 0.38% | 0.0% |
| 3168 | Richard P Slaughter Associates#3168 · 441 sh | 441 | $469.6K | — | +3.3% |
| 3169 | Owl Creek Wealth Partners#3169 · 441 sh | 441 | $469.6K | — | +13.4% |
| 3170 | Financial Solutions Advisory Group#3170 · 500 sh | 500 | $469.2K | 0.06% | -19.4% |
| 3171 | TILIA FIDUCIARY PARTNERS#3171 · 440 sh | 440 | $469.0K | — | -3.3% |
| 3172 | ACT Advisors#3172 · 440 sh | 440 | $469.0K | — | +3.5% |
| 3173 | KIRR MARBACH#3173 · 440 sh | 440 | $468.6K | — | 0.0% |
| 3174 | FORONJY FINANCIAL#3174 · 440 sh | 440 | $468.5K | — | -4.1% |
| 3175 | HOURGLASS CAPITAL#3175 · 437 sh | 437 | $465.4K | — | 0.0% |
| 3176 | GENESIS PRIVATE WEALTH#3176 · 437 sh | 437 | $465.4K | 0.13% | +6.8% |
| 3177 | Peck Wealth Management#3177 · 437 sh | 437 | $465.4K | 0.39% | 0.0% |
| 3178 | Prasad Wealth Partners#3178 · 437 sh | 437 | $464.9K | 0.11% | +0.2% |
| 3179 | Curated Wealth Partners#3179 · 436 sh | 436 | $464.3K | — | New |
| 3180 | Wisconsin Wealth Advisors#3180 · 436 sh | 436 | $464.3K | — | -1.6% |
| 3181 | Pine Harbor Wealth Management#3181 · 436 sh | 436 | $464.3K | 0.12% | 0.0% |
| 3182 | Next Capital Management#3182 · 435 sh | 435 | $463.2K | 0.13% | -18.7% |
| 3183 | Entelevest#3183 · 435 sh | 435 | $463.2K | 0.40% | +6.4% |
| 3184 | RASP WEALTH SOLUTIONS#3184 · 433 sh | 433 | $461.5K | 0.15% | — |
| 3185 | GGM Financials#3185 · 433 sh | 433 | $461.4K | 0.17% | 0.0% |
| 3186 | EntryPoint Capital#3186 · 433 sh | 433 | $461.1K | 0.11% | New |
| 3187 | Successful Portfolios#3187 · 488 sh | 488 | $460.8K | — | -1.8% |
| 3188 | AGH Wealth Advisors#3188 · 432 sh | 432 | $460.0K | — | +17.4% |
| 3189 | Wealth Advisory Solutions#3189 · 432 sh | 432 | $460.0K | — | -0.2% |
| 3190 | Rockbridge Investment Management, LCC#3190 · 432 sh | 432 | $459.8K | 0.04% | +2.1% |
| 3191 | Hibernia Wealth Partners#3191 · 432 sh | 432 | $459.7K | 0.25% | -36.0% |
| 3192 | Cornerstone Capital#3192 · 430 sh | 430 | $457.9K | 0.04% | 0.0% |
| 3193 | LATHROP INVESTMENT MANAGEMENT#3193 · 429 sh | 429 | $457.0K | 0.08% | +5.4% |
| 3194 | Ariadne Wealth Management#3194 · 428 sh | 428 | $455.8K | 0.20% | New |
| 3195 | Investment Planning Advisors#3195 · 428 sh | 428 | $455.4K | — | +23.7% |
| 3196 | Emerald Advisors#3196 · 427 sh | 427 | $454.8K | — | +0.7% |
| 3197 | Autumn Glory Partners#3197 · 427 sh | 427 | $454.7K | — | 0.0% |
| 3198 | AFFINITY WEALTH MANAGEMENT#3198 · 425 sh | 425 | $453.1K | 0.06% | 0.0% |
| 3199 | NORTHWEST WEALTH MANAGEMENT#3199 · 425 sh | 425 | $452.4K | 0.06% | 0.0% |
| 3200 | Foundry Financial#3200 · 422 sh | 422 | $449.5K | — | +1.4% |
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.