CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | Global Wealth Strategies & Associates#3301 · 374 sh | 374 | $398.5K | — | +5.9% |
| 3302 | Silver Lake Advisory#3302 · 374 sh | 374 | $397.9K | — | 0.0% |
| 3303 | VSM Wealth Advisory#3303 · 373 sh | 373 | $397.7K | 0.11% | 0.0% |
| 3304 | HARRELL INVESTMENT PARTNERS#3304 · 373 sh | 373 | $397.3K | — | 0.0% |
| 3305 | Harold Davidson & Associates#3305 · 373 sh | 373 | $397.2K | 0.17% | 0.0% |
| 3306 | OakTrust Wealth Advisors#3306 · 373 sh | 373 | $397.2K | 0.34% | 0.0% |
| 3307 | J. M. Brown & Associates#3307 · 373 sh | 373 | $396.9K | 0.23% | — |
| 3308 | Port Capital#3308 · 372 sh | 372 | $396.1K | 0.02% | New |
| 3309 | First National Advisers#3309 · 372 sh | 372 | $396.1K | 0.06% | New |
| 3310 | Financial Harvest#3310 · 372 sh | 372 | $395.9K | — | +29.2% |
| 3311 | SCHMIDT P J INVESTMENT MANAGEMENT#3311 · 371 sh | 371 | $395.1K | 0.06% | -20.4% |
| 3312 | Marietta Wealth Management#3312 · 371 sh | 371 | $395.1K | — | New |
| 3313 | Boomfish Wealth Group#3313 · 371 sh | 371 | $395.1K | — | +4.8% |
| 3314 | R2 Capital Strategies#3314 · 370 sh | 370 | $394.3K | — | — |
| 3315 | Investment Advisory Group#3315 · 370 sh | 370 | $394.3K | 0.09% | +11.1% |
| 3316 | MADDEN SECURITIES#3316 · 370 sh | 370 | $394.0K | — | 0.0% |
| 3317 | Navalign#3317 · 370 sh | 370 | $394.0K | 0.09% | 0.0% |
| 3318 | BCO Wealth Management#3318 · 370 sh | 370 | $394.0K | — | 0.0% |
| 3319 | JTC Employer Solutions Trusteee Ltd#3319 · 370 sh | 370 | $394.0K | 0.03% | 0.0% |
| 3320 | Exeter Financial#3320 · 370 sh | 370 | $393.6K | — | +0.3% |
| 3321 | LVZ#3321 · 369 sh | 369 | $393.2K | — | +8.8% |
| 3322 | ACCESS FINANCIAL SERVICES#3322 · 369 sh | 369 | $392.6K | 0.13% | 0.0% |
| 3323 | WESPAC Advisors#3323 · 368 sh | 368 | $391.9K | — | -1.6% |
| 3324 | Ruggiero Investments#3324 · 368 sh | 368 | $391.9K | 0.33% | -2.4% |
| 3325 | Topsail Wealth Management#3325 · 367 sh | 367 | $390.8K | 0.05% | +0.3% |
| 3326 | Oxler Private Wealth#3326 · 366 sh | 366 | $389.8K | — | 0.0% |
| 3327 | LANE BROTHERS &#3327 · 365 sh | 365 | $388.7K | 0.25% | 0.0% |
| 3328 | Kellett Wealth Advisors#3328 · 365 sh | 365 | $388.3K | — | +6.4% |
| 3329 | LM Advisors#3329 · 365 sh | 365 | $388.0K | 0.04% | +41.5% |
| 3330 | BTG Pactual Asset Management US#3330 · 364 sh | 364 | $387.6K | 0.02% | New |
| 3331 | Madrona Financial Services#3331 · 364 sh | 364 | $387.3K | — | 0.0% |
| 3332 | SEVEN MILE ADVISORY#3332 · 363 sh | 363 | $386.6K | — | -25.5% |
| 3333 | LAKE STREET PRIVATE WEALTH#3333 · 362 sh | 362 | $386.1K | — | +7.4% |
| 3334 | Quaker Wealth Management#3334 · 362 sh | 362 | $385.5K | — | +0.3% |
| 3335 | PW Nova Financial Services#3335 · 362 sh | 362 | $385.5K | — | -14.0% |
| 3336 | Destiny Wealth Partners#3336 · 472 sh | 472 | $384.6K | 0.05% | -37.4% |
| 3337 | CORNERSTONE ENTERPRISES#3337 · 361 sh | 361 | $384.4K | — | 0.0% |
| 3338 | WAYSTONE ADVISORS#3338 · 360 sh | 360 | $383.4K | — | +27.2% |
| 3339 | Fi3 FINANCIAL ADVISORS#3339 · 621 sh | 621 | $383.1K | 0.09% | -50.3% |
| 3340 | Higgins & Schmidt Wealth Strategies#3340 · 359 sh | 359 | $382.3K | — | 0.0% |
| 3341 | Cetera Company, N.A#3341 · 359 sh | 359 | $382.3K | 0.19% | 0.0% |
| 3342 | Polymer Capital Management (US)#3342 · 357 sh | 357 | $380.2K | 0.05% | -91.1% |
| 3343 | Cogent Private Wealth#3343 · 357 sh | 357 | $380.2K | 0.24% | +2.9% |
| 3344 | Cedarwood Wealth#3344 · 356 sh | 356 | $379.3K | 0.29% | +15.2% |
| 3345 | Heritage Investment Group#3345 · 356 sh | 356 | $379.1K | 0.05% | 0.0% |
| 3346 | DENVER WEALTH MANAGEMENT#3346 · 355 sh | 355 | $378.4K | 0.11% | -1.9% |
| 3347 | Diversified Portfolios#3347 · 355 sh | 355 | $378.0K | 0.03% | -37.7% |
| 3348 | Prospect Financial Group#3348 · 354 sh | 354 | $377.0K | 0.30% | +0.9% |
| 3349 | TPG Advisors#3349 · 354 sh | 354 | $377.0K | — | 0.0% |
| 3350 | V2 Financial group#3350 · 353 sh | 353 | $376.1K | 0.14% | 0.0% |
| 3351 | TL Private Wealth#3351 · 400 sh | 400 | $376.0K | — | 0.0% |
| 3352 | ONE WEALTH CAPITAL MANAGEMENT#3352 · 353 sh | 353 | $375.9K | — | New |
| 3353 | SIERRA OCEAN#3353 · 353 sh | 353 | $375.6K | 0.26% | -2.2% |
| 3354 | Bauman Advisory Group#3354 · 352 sh | 352 | $375.0K | 0.20% | New |
| 3355 | FOUNDERS CAPITAL MANAGEMENT#3355 · 352 sh | 352 | $374.8K | — | 0.0% |
| 3356 | Swan Global Investments#3356 · 352 sh | 352 | $374.8K | 0.01% | +5.7% |
| 3357 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#3357 · 352 sh | 352 | $374.8K | 0.04% | +142.8% |
| 3358 | Inlet Private Wealth#3358 · 352 sh | 352 | $374.5K | — | 0.0% |
| 3359 | Centiva Capital#3359 · 351 sh | 351 | $373.8K | <0.01% | +17.0% |
| 3360 | Center for Financial Planning#3360 · 351 sh | 351 | $373.8K | — | 0.0% |
| 3361 | Glass Jacobson Investment Advisors#3361 · 351 sh | 351 | $373.8K | — | 0.0% |
| 3362 | Bull Street Advisors#3362 · 350 sh | 350 | $373.0K | — | 0.0% |
| 3363 | MBM WEALTH CONSULTANTS#3363 · 350 sh | 350 | $372.7K | — | +108.3% |
| 3364 | Aufman Associates#3364 · 350 sh | 350 | $372.7K | 0.15% | 0.0% |
| 3365 | Christensen, King & Associates Investment Services#3365 · 350 sh | 350 | $372.7K | — | 0.0% |
| 3366 | Millennium Capital Advisors#3366 · 350 sh | 350 | $372.7K | — | 0.0% |
| 3367 | N10 WEALTH#3367 · 350 sh | 350 | $372.7K | — | — |
| 3368 | N10 ASSETS#3368 · 350 sh | 350 | $372.7K | — | — |
| 3369 | Everest Financial Group#3369 · 349 sh | 349 | $371.3K | 0.05% | +18.3% |
| 3370 | CIM#3370 · 348 sh | 348 | $370.5K | 0.05% | +0.3% |
| 3371 | Allied Private Wealth#3371 · 390 sh | 390 | $370.4K | 0.24% | — |
| 3372 | Clearwave Capital#3372 · 347 sh | 347 | $369.5K | 0.20% | +0.3% |
| 3373 | HighMark Wealth Management#3373 · 345 sh | 345 | $367.6K | 0.12% | 0.0% |
| 3374 | CAPSTONE WEALTH MANAGEMENT GROUP#3374 · 345 sh | 345 | $367.3K | 0.13% | -80.7% |
| 3375 | Park Capital Management, / WI#3375 · 344 sh | 344 | $366.7K | — | +0.9% |
| 3376 | Sylvest Advisors#3376 · 344 sh | 344 | $366.2K | — | -8.8% |
| 3377 | Aspire Capital Advisors#3377 · 343 sh | 343 | $365.5K | 0.07% | +1.5% |
| 3378 | Fedenia Advisers#3378 · 343 sh | 343 | $365.3K | — | -0.3% |
| 3379 | CLG#3379 · 343 sh | 343 | $365.2K | — | New |
| 3380 | Meramec Financial Planners#3380 · 418 sh | 418 | $365.0K | 0.13% | 0.0% |
| 3381 | MERIDIAN INVESTMENT COUNSEL#3381 · 342 sh | 342 | $364.2K | — | -12.8% |
| 3382 | Outlook Wealth Advisors#3382 · 342 sh | 342 | $364.2K | 0.08% | -8.1% |
| 3383 | Ameliora Wealth Management Ltd.#3383 · 342 sh | 342 | $364.2K | — | 0.0% |
| 3384 | Rench Wealth Management#3384 · 341 sh | 341 | $363.6K | 0.10% | 0.0% |
| 3385 | MARKET STREET WEALTH MANAGEMENT ADVISORS#3385 · 341 sh | 341 | $363.4K | — | +11.1% |
| 3386 | Elmwood Wealth Management#3386 · 341 sh | 341 | $363.1K | — | New |
| 3387 | Legacy Wealth Managment#3387 · 341 sh | 341 | $362.8K | 0.15% | +244.4% |
| 3388 | tru Independence#3388 · 339 sh | 339 | $361.4K | — | -19.9% |
| 3389 | Altar Rock#3389 · 339 sh | 339 | $361.0K | 0.53% | -4.5% |
| 3390 | Hurley Capital#3390 · 338 sh | 338 | $360.0K | 0.19% | +0.3% |
| 3391 | Duncan Williams Asset Management#3391 · 338 sh | 338 | $359.9K | 0.08% | 0.0% |
| 3392 | Spectrum Planning & Advisory Services#3392 · 338 sh | 338 | $359.7K | 0.16% | -58.6% |
| 3393 | NORTHBRIDGE FINANCIAL GROUP#3393 · 337 sh | 337 | $358.9K | 0.14% | +9.1% |
| 3394 | Odyssey Capital Advisors#3394 · 336 sh | 336 | $357.4K | — | -7.4% |
| 3395 | Financial Freedom#3395 · 335 sh | 335 | $357.0K | 0.16% | 0.0% |
| 3396 | Strid Group#3396 · 335 sh | 335 | $356.7K | 0.04% | 0.0% |
| 3397 | Macro Advisors#3397 · 335 sh | 335 | $356.3K | 0.11% | +0.3% |
| 3398 | Warburton Capital Management#3398 · 335 sh | 335 | $356.0K | 0.14% | +4.0% |
| 3399 | Whelan Financial#3399 · 334 sh | 334 | $355.7K | 0.10% | +12.1% |
| 3400 | GRAND WEALTH MANAGEMENT#3400 · 334 sh | 334 | $355.7K | 0.15% | -14.6% |
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.