CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | Brio Consultants#3201 · 422 sh | 422 | $449.4K | 0.05% | +5.2% |
| 3202 | Holcombe Financial#3202 · 422 sh | 422 | $449.4K | — | New |
| 3203 | Asset Allocation Strategies#3203 · 422 sh | 422 | $449.2K | — | +6.0% |
| 3204 | Gordian Advisors#3204 · 421 sh | 421 | $448.1K | 0.26% | +0.2% |
| 3205 | Novak & Powell Financial Services#3205 · 421 sh | 421 | $448.1K | 0.21% | +27.6% |
| 3206 | RESTON WEALTH MANAGEMENT#3206 · 421 sh | 421 | $448.0K | 0.12% | +1.4% |
| 3207 | TABR Capital Management#3207 · 419 sh | 419 | $445.9K | — | +5.0% |
| 3208 | Renasant Bank#3208 · 417 sh | 417 | $444.1K | 0.29% | -21.8% |
| 3209 | Panoramic Capital Partners#3209 · 417 sh | 417 | $444.1K | 0.21% | -38.6% |
| 3210 | GW&K Investment Management#3210 · 416 sh | 416 | $443.0K | <0.01% | -1.9% |
| 3211 | TUCKER ASSET MANAGEMENT#3211 · 416 sh | 416 | $443.0K | 0.11% | +4.8% |
| 3212 | INVENIO WEALTH PARTNERS#3212 · 416 sh | 416 | $443.0K | — | -19.5% |
| 3213 | Rubicon Advisors, GP#3213 · 416 sh | 416 | $443.0K | — | -2.3% |
| 3214 | BLODGETT WEALTH ADVISORS#3214 · 415 sh | 415 | $442.4K | — | 0.0% |
| 3215 | Bell Investment Advisors#3215 · 415 sh | 415 | $441.9K | 0.06% | +1.0% |
| 3216 | Strata Wealth Advisors#3216 · 415 sh | 415 | $441.9K | — | +9.2% |
| 3217 | LightSquare Wealth Management#3217 · 415 sh | 415 | $441.6K | 0.30% | +1.5% |
| 3218 | Renaissance Investment Group#3218 · 414 sh | 414 | $440.9K | 0.09% | -4.6% |
| 3219 | Creative Capital Management Investments#3219 · 414 sh | 414 | $440.9K | 0.10% | +48.4% |
| 3220 | MOR Wealth Management#3220 · 414 sh | 414 | $440.9K | 0.18% | 0.0% |
| 3221 | Cape Investment Advisory#3221 · 414 sh | 414 | $440.9K | — | +2.0% |
| 3222 | Turning Point Benefit Group#3222 · 415 sh | 415 | $440.5K | 0.19% | +7.8% |
| 3223 | Hollow Brook Wealth Management#3223 · 412 sh | 412 | $438.7K | 0.09% | 0.0% |
| 3224 | Innovative Wealth Building#3224 · 412 sh | 412 | $438.7K | — | +3.0% |
| 3225 | Spectrum Asset Management, (NB/CA)#3225 · 412 sh | 412 | $438.7K | — | -32.6% |
| 3226 | Brown Financial Advisory#3226 · 410 sh | 410 | $436.7K | 0.18% | 0.0% |
| 3227 | Echo45 Advisors#3227 · 409 sh | 409 | $435.6K | — | -4.9% |
| 3228 | Northern Capital Management#3228 · 406 sh | 406 | $432.7K | 0.18% | 0.0% |
| 3229 | Altiora Financial Group#3229 · 406 sh | 406 | $432.4K | 0.07% | +1.5% |
| 3230 | First PREMIER Bank#3230 · 406 sh | 406 | $432.0K | — | -14.7% |
| 3231 | Tenzing Financial#3231 · 445 sh | 445 | $431.6K | 0.30% | +1.4% |
| 3232 | HORIZON BANCORP#3232 · 404 sh | 404 | $430.0K | 0.20% | -5.6% |
| 3233 | Welch Financial Planning#3233 · 403 sh | 403 | $429.3K | 0.25% | New |
| 3234 | Insight Wealth Partners#3234 · 403 sh | 403 | $429.2K | — | New |
| 3235 | Pavion Blue Capital#3235 · 403 sh | 403 | $429.2K | 0.17% | 0.0% |
| 3236 | POM Investment Strategies#3236 · 403 sh | 403 | $429.2K | — | 0.0% |
| 3237 | Gallacher Capital Management#3237 · 403 sh | 403 | $429.0K | 0.24% | -22.6% |
| 3238 | FORTRESS FINANCIAL GROUP#3238 · 403 sh | 403 | $428.8K | — | +0.2% |
| 3239 | SAGE PRIVATE WEALTH GROUP#3239 · 402 sh | 402 | $428.1K | — | +0.5% |
| 3240 | White Knight Strategic Wealth Advisors#3240 · 402 sh | 402 | $428.1K | 0.30% | +0.5% |
| 3241 | My Personal CFO#3241 · 402 sh | 402 | $428.1K | — | 0.0% |
| 3242 | ABNER HERRMAN & BROCK#3242 · 402 sh | 402 | $428.0K | — | +17.9% |
| 3243 | SIG BROKERAGE#3243 · 401 sh | 401 | $427.0K | <0.01% | New |
| 3244 | NWM ADVISORS#3244 · 401 sh | 401 | $427.0K | 0.34% | 0.0% |
| 3245 | Abound Wealth Management#3245 · 400 sh | 400 | $426.2K | — | -8.9% |
| 3246 | DUNCKER STREETT#3246 · 400 sh | 400 | $426.1K | 0.07% | -2.9% |
| 3247 | Granite Bay Wealth Management#3247 · 400 sh | 400 | $426.0K | 0.04% | New |
| 3248 | Great Point Wealth Advisors#3248 · 400 sh | 400 | $426.0K | — | +1.5% |
| 3249 | PARTHENON#3249 · 400 sh | 400 | $426.0K | — | 0.0% |
| 3250 | PROFFITT & GOODSON#3250 · 400 sh | 400 | $426.0K | 0.06% | -50.0% |
| 3251 | Guild Investment Management#3251 · 400 sh | 400 | $426.0K | 0.29% | 0.0% |
| 3252 | BANQUE PICTET & CIE SA#3252 · 400 sh | 400 | $426.0K | — | -70.1% |
| 3253 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#3253 · 400 sh | 400 | $426.0K | 0.08% | 0.0% |
| 3254 | BENNINGFIELD FINANCIAL ADVISORS#3254 · 400 sh | 400 | $426.0K | 0.32% | 0.0% |
| 3255 | AGP FRANKLIN#3255 · 400 sh | 400 | $426.0K | 0.18% | 0.0% |
| 3256 | BIRCHBROOK#3256 · 400 sh | 400 | $426.0K | — | 0.0% |
| 3257 | MontVue Capital Management#3257 · 399 sh | 399 | $424.9K | — | New |
| 3258 | Summit Wealth Group#3258 · 399 sh | 399 | $424.9K | 0.09% | -13.4% |
| 3259 | MLG Wealth Management DBA Pine Grove Financial Group#3259 · 398 sh | 398 | $423.8K | — | +24.0% |
| 3260 | Rodgers & Associates, LTD#3260 · 398 sh | 398 | $423.7K | — | 0.0% |
| 3261 | Compton Financial Group#3261 · 397 sh | 397 | $423.1K | 0.08% | 0.0% |
| 3262 | J. L. Bainbridge#3262 · 397 sh | 397 | $423.0K | — | 0.0% |
| 3263 | ARTHUR M. COHEN & ASSOCIATES#3263 · 397 sh | 397 | $422.8K | — | New |
| 3264 | HEADINVEST#3264 · 396 sh | 396 | $421.7K | 0.08% | +10.6% |
| 3265 | W.G. Shaheen & Associates DBA Whitney#3265 · 396 sh | 396 | $421.7K | 0.03% | New |
| 3266 | Hidden Cove Wealth Management#3266 · 396 sh | 396 | $421.7K | — | +21.1% |
| 3267 | WEALTHEDGE INVESTMENT ADVISORS#3267 · 395 sh | 395 | $421.4K | 0.14% | 0.0% |
| 3268 | Strong Retirement Solutions#3268 · 395 sh | 395 | $420.6K | — | +6.2% |
| 3269 | Buska Wealth Management#3269 · 394 sh | 394 | $419.6K | — | 0.0% |
| 3270 | Meridian Wealth Partners#3270 · 393 sh | 393 | $418.1K | 0.05% | +1.8% |
| 3271 | NDWM#3271 · 392 sh | 392 | $417.4K | 0.25% | 0.0% |
| 3272 | Vilga Financial Planning#3272 · 392 sh | 392 | $417.4K | — | -1.0% |
| 3273 | AIMZ Investment Advisors#3273 · 392 sh | 392 | $417.0K | 0.11% | 0.0% |
| 3274 | RICHARDSON FINANCIAL SERVICES#3274 · 391 sh | 391 | $416.4K | 0.24% | -10.5% |
| 3275 | William Mack & Associates#3275 · 391 sh | 391 | $416.0K | 0.15% | New |
| 3276 | Bolthouse Investments#3276 · 391 sh | 391 | $415.9K | 0.34% | 0.0% |
| 3277 | RIVERSEDGE ADVISORS#3277 · 390 sh | 390 | $415.3K | — | +2.6% |
| 3278 | JM2 Capital#3278 · 387 sh | 387 | $412.3K | — | -1.3% |
| 3279 | FMB WEALTH MANAGEMENT#3279 · 387 sh | 387 | $412.2K | 0.15% | +1.0% |
| 3280 | Austin Asset Management#3280 · 387 sh | 387 | $412.0K | 0.06% | -37.0% |
| 3281 | Fortis Group Advisors#3281 · 386 sh | 386 | $411.4K | 0.07% | -2.5% |
| 3282 | CLEAR WAVE WEALTH MANAGEMENT#3282 · 386 sh | 386 | $411.1K | 0.08% | +9.0% |
| 3283 | SSA SWISS ADVISORS AG#3283 · 385 sh | 385 | $410.0K | 0.15% | New |
| 3284 | Conservest Capital Advisors#3284 · 385 sh | 385 | $409.5K | 0.03% | +6.4% |
| 3285 | Ruedi Wealth Management#3285 · 384 sh | 384 | $409.1K | 0.10% | 0.0% |
| 3286 | Allred Capital Management#3286 · 384 sh | 384 | $408.9K | 0.13% | -0.5% |
| 3287 | Tortuga Wealth Management#3287 · 384 sh | 384 | $408.9K | 0.31% | +1.1% |
| 3288 | AMES NATIONAL#3288 · 383 sh | 383 | $407.9K | 0.22% | 0.0% |
| 3289 | IAG Wealth Partners#3289 · 383 sh | 383 | $407.9K | 0.04% | -5.0% |
| 3290 | LifeGuide Financial Advisors#3290 · 382 sh | 382 | $406.4K | — | New |
| 3291 | Iron Financial#3291 · 380 sh | 380 | $404.7K | — | +0.5% |
| 3292 | PRELUDE CAPITAL MANAGEMENT#3292 · 380 sh | 380 | $404.7K | 0.03% | -53.3% |
| 3293 | Michael Brady#3293 · 380 sh | 380 | $404.7K | — | -5.0% |
| 3294 | Strategic Financial Group#3294 · 380 sh | 380 | $404.7K | — | 0.0% |
| 3295 | FIDELITY D & D BANCORP#3295 · 379 sh | 379 | $403.6K | 0.14% | -3.1% |
| 3296 | ForthRight Wealth Management#3296 · 378 sh | 378 | $402.5K | 0.10% | -10.2% |
| 3297 | NORTHSTAR ASSET MANAGEMENT#3297 · 378 sh | 378 | $402.5K | 0.12% | 0.0% |
| 3298 | ATTICUS WEALTH MANAGEMENT#3298 · 376 sh | 376 | $400.4K | — | +20.9% |
| 3299 | PURSUIT WEALTH STRATEGIES#3299 · 375 sh | 375 | $399.8K | 0.52% | -1.3% |
| 3300 | KRS Capital Management#3300 · 375 sh | 375 | $399.7K | — | 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.