CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | Advisory Advocates#3401 · 334 sh | 334 | $355.7K | 0.30% | New |
| 3402 | Stronghold Wealth Management L.L.C.#3402 · 334 sh | 334 | $355.7K | — | -37.1% |
| 3403 | Clark Wealth Partners#3403 · 334 sh | 334 | $355.2K | — | +0.3% |
| 3404 | Pachira Investments#3404 · 333 sh | 333 | $355.1K | — | -16.5% |
| 3405 | Intergy Private Wealth#3405 · 333 sh | 333 | $354.6K | — | +2.5% |
| 3406 | Grey Fox Wealth Advisors#3406 · 333 sh | 333 | $354.6K | 0.06% | +0.6% |
| 3407 | PFW Advisors#3407 · 332 sh | 332 | $353.5K | — | +4.1% |
| 3408 | MELFA WEALTH MANAGEMENT#3408 · 330 sh | 330 | $351.6K | 0.19% | 0.0% |
| 3409 | GRANVILLE CAPITAL#3409 · 330 sh | 330 | $351.4K | 0.16% | +10.0% |
| 3410 | FIDUCIENT ADVISORS#3410 · 330 sh | 330 | $351.4K | 0.05% | 0.0% |
| 3411 | Stewardship Advisors#3411 · 330 sh | 330 | $351.4K | — | -0.9% |
| 3412 | Capital Asset Managemnet#3412 · 330 sh | 330 | $351.4K | 0.79% | -42.7% |
| 3413 | ARGUS INVESTORS' COUNSEL#3413 · 330 sh | 330 | $351.4K | — | -29.0% |
| 3414 | Helen Stephens Group#3414 · 330 sh | 330 | $351.1K | — | +7.1% |
| 3415 | Lazard Freres Gestion S.A.S.#3415 · 330 sh | 330 | $351.0K | <0.01% | 0.0% |
| 3416 | All Terrain Financial Advisors#3416 · 329 sh | 329 | $350.4K | 0.06% | 0.0% |
| 3417 | Ruggaard & Associates#3417 · 329 sh | 329 | $350.4K | 0.13% | -25.4% |
| 3418 | Powers Advisory Group#3418 · 328 sh | 328 | $349.7K | — | -1.2% |
| 3419 | OBERWEIS ASSET MANAGEMENT#3419 · 328 sh | 328 | $349.6K | <0.01% | -19.6% |
| 3420 | Belleair Asset Management#3420 · 328 sh | 328 | $349.3K | 0.29% | 0.0% |
| 3421 | NerdWallet Wealth Partners#3421 · 328 sh | 328 | $349.3K | 0.12% | +0.6% |
| 3422 | Brick & Kyle, Associates#3422 · 493 sh | 493 | $349.0K | 0.12% | 0.0% |
| 3423 | KELLY FINANCIAL GROUP#3423 · 327 sh | 327 | $348.2K | — | +3.2% |
| 3424 | Sterling Financial Planning#3424 · 327 sh | 327 | $348.2K | 0.09% | -6.8% |
| 3425 | THOR INVESTMENT MANAGEMENT /OH#3425 · 327 sh | 327 | $348.2K | — | +2.2% |
| 3426 | Burk#3426 · 326 sh | 326 | $347.2K | 0.13% | 0.0% |
| 3427 | Wood Tarver Financial Group#3427 · 326 sh | 326 | $347.0K | 0.08% | +4.2% |
| 3428 | Nicholas Wealth#3428 · 326 sh | 326 | $346.7K | — | New |
| 3429 | Quantum Private Wealth#3429 · 325 sh | 325 | $346.1K | — | -11.2% |
| 3430 | Hoese & LLP#3430 · 325 sh | 325 | $346.1K | — | New |
| 3431 | WP Advisors#3431 · 325 sh | 325 | $345.8K | — | -12.9% |
| 3432 | Bienville Capital Management#3432 · 324 sh | 324 | $345.0K | 0.05% | New |
| 3433 | Carmel Capital Partners#3433 · 324 sh | 324 | $345.0K | 0.11% | +1.2% |
| 3434 | Curran Financial Partners#3434 · 323 sh | 323 | $344.4K | 0.05% | +1.6% |
| 3435 | Arkfeld Wealth Strategies, L.L.C.#3435 · 354 sh | 354 | $343.7K | — | -5.3% |
| 3436 | Storgate#3436 · 322 sh | 322 | $342.9K | 0.07% | New |
| 3437 | OF OKLAHOMA#3437 · 321 sh | 321 | $341.8K | — | +4.2% |
| 3438 | Mosley Wealth Management#3438 · 320 sh | 320 | $341.3K | — | -0.3% |
| 3439 | Pinnacle Family Advisors#3439 · 320 sh | 320 | $341.0K | 0.14% | -3.3% |
| 3440 | Per Stirling Capital Management#3440 · 320 sh | 320 | $341.0K | 0.03% | +1.9% |
| 3441 | Alessandra Capital Management#3441 · 320 sh | 320 | $340.8K | 0.24% | 0.0% |
| 3442 | CAPE ANN SAVINGS BANK#3442 · 320 sh | 320 | $340.8K | 0.16% | -4.5% |
| 3443 | Peak Planning Group#3443 · 319 sh | 319 | $339.7K | 0.08% | 0.0% |
| 3444 | Richmond Investment Services#3444 · 318 sh | 318 | $338.8K | 0.11% | -69.9% |
| 3445 | BetterWealth#3445 · 318 sh | 318 | $338.6K | — | 0.0% |
| 3446 | Integrated Quantitative Investments#3446 · 318 sh | 318 | $338.6K | 0.06% | New |
| 3447 | HILL ISLAND FINANCIAL#3447 · 317 sh | 317 | $337.6K | — | -0.3% |
| 3448 | MARS JEWETT FINANCIAL GROUP#3448 · 316 sh | 316 | $336.9K | 0.07% | +2.6% |
| 3449 | Parkwoods Wealth Partners#3449 · 315 sh | 315 | $335.4K | 0.05% | New |
| 3450 | PMG Wealth Management#3450 · 315 sh | 315 | $335.4K | 0.21% | 0.0% |
| 3451 | Hopwood Financial Services#3451 · 315 sh | 315 | $335.3K | 0.19% | -8.7% |
| 3452 | WealthTrust Asset Management#3452 · 314 sh | 314 | $334.8K | — | 0.0% |
| 3453 | VISTA INVESTMENT MANAGEMENT#3453 · 314 sh | 314 | $334.4K | 0.10% | -6.3% |
| 3454 | Riverstone Advisors#3454 · 314 sh | 314 | $334.4K | 0.14% | +7.5% |
| 3455 | PREVAIL INNOVATIVE WEALTH ADVISORS#3455 · 313 sh | 313 | $333.5K | — | New |
| 3456 | TCTC#3456 · 313 sh | 313 | $333.3K | <0.01% | New |
| 3457 | Dupree Financial Group#3457 · 313 sh | 313 | $333.3K | — | 0.0% |
| 3458 | RIA Advisory Group#3458 · 313 sh | 313 | $333.2K | — | 0.0% |
| 3459 | Peak Asset Management#3459 · 312 sh | 312 | $332.2K | 0.05% | 0.0% |
| 3460 | FreeGulliver#3460 · 312 sh | 312 | $332.2K | 0.12% | -8.2% |
| 3461 | Global Strategic Investment Solutions#3461 · 311 sh | 311 | $331.2K | — | +0.3% |
| 3462 | BigSur Wealth Management#3462 · 310 sh | 310 | $330.1K | — | 0.0% |
| 3463 | McDonough Capital Management#3463 · 310 sh | 310 | $330.1K | 0.17% | 0.0% |
| 3464 | GFG Capital#3464 · 310 sh | 310 | $330.0K | — | New |
| 3465 | Corsicana#3465 · 309 sh | 309 | $329.1K | 0.16% | +247.2% |
| 3466 | RESOLUTE CAPITAL#3466 · 308 sh | 308 | $327.9K | 0.11% | +1.3% |
| 3467 | TEALWOOD ASSET MANAGEMENT#3467 · 307 sh | 307 | $327.0K | — | 0.0% |
| 3468 | SSI INVESTMENT MANAGEMENT#3468 · 307 sh | 307 | $326.9K | 0.02% | 0.0% |
| 3469 | Apriem Advisors#3469 · 307 sh | 307 | $326.9K | 0.03% | 0.0% |
| 3470 | Applied Capital#3470 · 307 sh | 307 | $326.9K | 0.11% | 0.0% |
| 3471 | Accelerate Investment Advisors#3471 · 305 sh | 305 | $325.0K | 0.19% | +7.4% |
| 3472 | Directional Asset Management#3472 · 305 sh | 305 | $324.6K | — | 0.0% |
| 3473 | FLYNN ZITO CAPITAL MANAGEMENT#3473 · 305 sh | 305 | $324.6K | 0.09% | -4.4% |
| 3474 | HOWARD WEALTH MANAGEMENT#3474 · 304 sh | 304 | $324.3K | 0.12% | -1.6% |
| 3475 | Winthrop Capital Management#3475 · 304 sh | 304 | $324.0K | 0.08% | 0.0% |
| 3476 | Scissortail Wealth Management#3476 · 304 sh | 304 | $323.7K | 0.06% | 0.0% |
| 3477 | VALLEY FORGE INVESTMENT CONSULTANTS ADV#3477 · 303 sh | 303 | $323.0K | 0.08% | 0.0% |
| 3478 | Graney & King#3478 · 303 sh | 303 | $322.6K | 0.12% | +0.3% |
| 3479 | Investment Partners Asset Management#3479 · 302 sh | 302 | $321.6K | — | +0.7% |
| 3480 | Resurgent Financial Advisors#3480 · 301 sh | 301 | $320.9K | 0.09% | New |
| 3481 | HOGE FINANCIAL SERVICES#3481 · 301 sh | 301 | $320.5K | 0.15% | +5.2% |
| 3482 | HTG Investment Advisors#3482 · 300 sh | 300 | $319.9K | 0.08% | 0.0% |
| 3483 | DELTEC ASSET MANAGEMENT#3483 · 300 sh | 300 | $319.5K | — | 0.0% |
| 3484 | FFT WEALTH MANAGEMENT#3484 · 300 sh | 300 | $319.5K | 0.05% | 0.0% |
| 3485 | 17 CAPITAL PARTNERS#3485 · 300 sh | 300 | $319.5K | 0.14% | 0.0% |
| 3486 | BROOKS, MOORE & ASSOCIATES#3486 · 300 sh | 300 | $319.5K | 0.14% | 0.0% |
| 3487 | Avalon#3487 · 300 sh | 300 | $319.5K | 0.02% | 0.0% |
| 3488 | C2C Wealth Management#3488 · 300 sh | 300 | $319.5K | — | -4.8% |
| 3489 | Broyhill Asset Management#3489 · 300 sh | 300 | $319.5K | 0.28% | -9.1% |
| 3490 | Wingate Wealth Advisors#3490 · 300 sh | 300 | $319.5K | — | 0.0% |
| 3491 | Breachway Investments#3491 · 300 sh | 300 | $319.5K | — | -3.8% |
| 3492 | Carter Financial#3492 · 300 sh | 300 | $319.5K | 0.24% | 0.0% |
| 3493 | S&A Financial Services#3493 · 300 sh | 300 | $319.5K | 0.20% | 0.0% |
| 3494 | First Fiduciary Investment Counsel#3494 · 300 sh | 300 | $319.0K | 0.06% | 0.0% |
| 3495 | Cito Capital Group#3495 · 300 sh | 300 | $319.0K | 0.09% | 0.0% |
| 3496 | PAYDEN & RYGEL#3496 · 300 sh | 300 | $319.0K | 0.02% | New |
| 3497 | Tower View Wealth Management#3497 · 299 sh | 299 | $318.4K | — | 0.0% |
| 3498 | Morton Brown Family Wealth#3498 · 299 sh | 299 | $318.4K | — | +3.1% |
| 3499 | Wealth Advisors Northwest#3499 · 299 sh | 299 | $318.4K | 0.11% | New |
| 3500 | CASTLE WEALTH MANAGEMENT#3500 · 299 sh | 299 | $318.4K | 0.09% | 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.