CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 36)
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 3,501 to 3,600. 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 3,501–3,600 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | Coign Capital Advisors#3501 · 298 sh | 298 | $317.9K | 0.14% | 0.0% |
| 3502 | MCCARTER PRIVATE WEALTH SERVICES#3502 · 298 sh | 298 | $317.3K | — | -10.0% |
| 3503 | MEMBERS WEALTH#3503 · 298 sh | 298 | $317.3K | — | +1.0% |
| 3504 | Horizon Investment Services#3504 · 297 sh | 297 | $317.2K | 0.09% | 0.0% |
| 3505 | SHELTON WEALTH MANAGEMENT#3505 · 298 sh | 298 | $317.1K | — | -1.3% |
| 3506 | Sun Group Wealth Partners#3506 · 297 sh | 297 | $316.3K | — | 0.0% |
| 3507 | Guardian Capital#3507 · 296 sh | 296 | $315.4K | 0.26% | -22.7% |
| 3508 | Alliance Wealth Advisors#3508 · 296 sh | 296 | $315.2K | 0.06% | -5.4% |
| 3509 | Stonekeep Investments#3509 · 295 sh | 295 | $315.0K | — | +1.0% |
| 3510 | Synergy Investment Management#3510 · 306 sh | 306 | $314.9K | 0.08% | +31.3% |
| 3511 | ENTREWEALTH#3511 · 367 sh | 367 | $314.7K | — | New |
| 3512 | Saturna Capital#3512 · 295 sh | 295 | $314.1K | <0.01% | 0.0% |
| 3513 | Phocas Financial#3513 · 295 sh | 295 | $314.1K | 0.04% | 0.0% |
| 3514 | CM WEALTH ADVISORS#3514 · 295 sh | 295 | $314.1K | 0.06% | New |
| 3515 | Martin Capital Partners#3515 · 294 sh | 294 | $313.1K | — | 0.0% |
| 3516 | JOHN G ULLMAN & ASSOCIATES#3516 · 294 sh | 294 | $313.1K | 0.04% | -25.8% |
| 3517 | Dynamic Technology Lab Private Ltd#3517 · 294 sh | 294 | $313.0K | 0.07% | New |
| 3518 | Blue Water Asset Management#3518 · 294 sh | 294 | $313.0K | 0.10% | New |
| 3519 | Silverleafe Capital Partners#3519 · 294 sh | 294 | $312.6K | — | -2.6% |
| 3520 | Symphony Financial Services#3520 · 293 sh | 293 | $312.1K | 0.14% | 0.0% |
| 3521 | Blake Schutter Theil Wealth Advisors#3521 · 293 sh | 293 | $312.0K | 0.21% | 0.0% |
| 3522 | Dunhill Financial#3522 · 292 sh | 292 | $311.1K | 0.06% | -1.0% |
| 3523 | ATLANTIC FAMILY WEALTH#3523 · 292 sh | 292 | $311.0K | 0.20% | 0.0% |
| 3524 | DIVIDEND ASSETS CAPITAL#3524 · 291 sh | 291 | $309.9K | 0.06% | 0.0% |
| 3525 | Private Wealth Group#3525 · 291 sh | 291 | $309.9K | — | +0.7% |
| 3526 | MARTINGALE ASSET MANAGEMENT L P#3526 · 291 sh | 291 | $309.9K | <0.01% | New |
| 3527 | Values First Advisors#3527 · 290 sh | 290 | $309.0K | — | 0.0% |
| 3528 | Post Resch Tallon Group#3528 · 290 sh | 290 | $308.8K | — | 0.0% |
| 3529 | Bullseye Investment Management#3529 · 290 sh | 290 | $308.8K | 0.08% | +100.0% |
| 3530 | TruNorth Capital Management#3530 · 290 sh | 290 | $308.8K | — | 0.0% |
| 3531 | Stone Wealth Partners#3531 · 290 sh | 290 | $308.8K | 0.23% | New |
| 3532 | Leslie Global Wealth#3532 · 290 sh | 290 | $308.8K | — | +0.3% |
| 3533 | Z3 Capital Partners#3533 · 290 sh | 290 | $308.8K | 0.06% | 0.0% |
| 3534 | PUFF WEALTH MANAGEMENT#3534 · 289 sh | 289 | $308.0K | — | — |
| 3535 | Wellington Shields Capital Management#3535 · 289 sh | 289 | $307.8K | 0.04% | -68.1% |
| 3536 | Bayforest Capital Ltd#3536 · 289 sh | 289 | $307.8K | 0.28% | +210.8% |
| 3537 | TSFG#3537 · 289 sh | 289 | $307.0K | — | +0.3% |
| 3538 | INSTRUMENTAL WEALTH#3538 · 288 sh | 288 | $307.0K | — | +0.7% |
| 3539 | BARRETT & COMPANY#3539 · 288 sh | 288 | $306.9K | — | 0.0% |
| 3540 | Eaton-Cambridge#3540 · 288 sh | 288 | $306.7K | 0.09% | New |
| 3541 | ALGERT GLOBAL#3541 · 287 sh | 287 | $305.6K | <0.01% | New |
| 3542 | Oath Planning#3542 · 287 sh | 287 | $305.6K | — | 0.0% |
| 3543 | Avant Capital#3543 · 287 sh | 287 | $305.4K | 0.19% | New |
| 3544 | Aspire Private Capital#3544 · 286 sh | 286 | $305.1K | 0.06% | 0.0% |
| 3545 | Opus Capital Group#3545 · 286 sh | 286 | $305.0K | 0.03% | 0.0% |
| 3546 | MOTCO#3546 · 286 sh | 286 | $304.6K | 0.03% | +30.0% |
| 3547 | Kure Advisory#3547 · 286 sh | 286 | $304.6K | — | New |
| 3548 | Financial Sense Advisors#3548 · 285 sh | 285 | $303.5K | 0.06% | New |
| 3549 | Sagace Wealth Management#3549 · 285 sh | 285 | $303.5K | 0.19% | -2.4% |
| 3550 | Regatta Research & Money Management#3550 · 288 sh | 288 | $303.3K | 0.29% | — |
| 3551 | GR FINANCIAL GROUP#3551 · 284 sh | 284 | $303.1K | 0.04% | New |
| 3552 | CWC Advisors#3552 · 283 sh | 283 | $301.4K | — | -9.3% |
| 3553 | IFG Advisors#3553 · 282 sh | 282 | $300.3K | — | New |
| 3554 | Triton Wealth Management, PLLC#3554 · 316 sh | 316 | $300.0K | 0.09% | -3.1% |
| 3555 | Avid Wealth Partners#3555 · 281 sh | 281 | $299.2K | 0.14% | New |
| 3556 | Ketron Financial#3556 · 281 sh | 281 | $298.9K | 0.09% | -4.7% |
| 3557 | Seed Wealth Management#3557 · 280 sh | 280 | $298.2K | — | New |
| 3558 | Artesa Financial Group#3558 · 279 sh | 279 | $297.4K | 0.25% | New |
| 3559 | Newman Dignan & Sheerar#3559 · 279 sh | 279 | $297.1K | — | New |
| 3560 | Claret Asset Management#3560 · 279 sh | 279 | $297.0K | 0.03% | -57.4% |
| 3561 | EARNEST PARTNERS#3561 · 278 sh | 278 | $296.0K | <0.01% | New |
| 3562 | LifeWealth Investments#3562 · 278 sh | 278 | $296.0K | — | -10.0% |
| 3563 | OFS Enterprise#3563 · 277 sh | 277 | $295.0K | — | New |
| 3564 | PACK Private Wealth#3564 · 276 sh | 276 | $293.9K | 0.12% | New |
| 3565 | Old Peak Finance#3565 · 275 sh | 275 | $292.8K | 0.14% | New |
| 3566 | Grove Street Fiduciary#3566 · 274 sh | 274 | $291.8K | — | New |
| 3567 | BARINGS#3567 · 274 sh | 274 | $291.8K | — | -15.7% |
| 3568 | STEVENS CAPITAL PARTNERS#3568 · 274 sh | 274 | $291.7K | 0.06% | New |
| 3569 | Whitaker-Myers Wealth Managers, LTD.#3569 · 273 sh | 273 | $291.2K | — | -5.2% |
| 3570 | Passive Capital Management#3570 · 508 sh | 508 | $291.0K | 0.09% | -2.1% |
| 3571 | Oak Barrel Wealth Advisory#3571 · 273 sh | 273 | $290.7K | 0.13% | — |
| 3572 | Select Asset Management#3572 · 272 sh | 272 | $290.0K | 0.08% | New |
| 3573 | Global View Capital Management#3573 · 272 sh | 272 | $289.7K | 0.06% | New |
| 3574 | Everest Management#3574 · 272 sh | 272 | $289.7K | 0.11% | New |
| 3575 | Holistic Financial Partners#3575 · 270 sh | 270 | $287.7K | 0.18% | -72.8% |
| 3576 | Clean Yield Group#3576 · 270 sh | 270 | $287.5K | 0.07% | 0.0% |
| 3577 | Indie Asset Partners#3577 · 270 sh | 270 | $287.5K | 0.28% | New |
| 3578 | Archvest Wealth Advisors#3578 · 270 sh | 270 | $287.5K | 0.17% | -30.8% |
| 3579 | CBIZ Investment Advisory Services#3579 · 405 sh | 405 | $287.2K | 0.01% | 0.0% |
| 3580 | NI ACQUISITIONS COMPANY#3580 · 8,472 sh | 8,472 | $286.7K | 0.12% | — |
| 3581 | Slagle Financial#3581 · 269 sh | 269 | $286.5K | 0.09% | New |
| 3582 | Sunrise Financial Services#3582 · 269 sh | 269 | $286.5K | — | 0.0% |
| 3583 | LIBRA WEALTH#3583 · 268 sh | 268 | $285.4K | 0.07% | New |
| 3584 | AlphaGrep UK Ltd#3584 · 268 sh | 268 | $285.4K | 0.08% | -55.6% |
| 3585 | Friday Financial#3585 · 303 sh | 303 | $284.9K | — | -66.3% |
| 3586 | 3 FACTOR INDEXING#3586 · 267 sh | 267 | $284.3K | — | 0.0% |
| 3587 | PENNSYLVANIA CAPITAL MANAGEMENT#3587 · 267 sh | 267 | $284.3K | 0.07% | New |
| 3588 | WPG Advisers#3588 · 267 sh | 267 | $284.3K | 0.17% | +10.3% |
| 3589 | Evansbrook#3589 · 267 sh | 267 | $284.3K | — | New |
| 3590 | Sequent Planning#3590 · 266 sh | 266 | $283.7K | 0.06% | -6.7% |
| 3591 | Darwin Wealth Management#3591 · 266 sh | 266 | $283.3K | 0.08% | +7.7% |
| 3592 | CORSAIR CAPITAL MANAGEMENT, L.P.#3592 · 266 sh | 266 | $283.3K | 0.04% | New |
| 3593 | PRIMORIS WEALTH ADVISORS#3593 · 266 sh | 266 | $283.3K | 0.13% | New |
| 3594 | ABLE Financial Group#3594 · 266 sh | 266 | $283.1K | — | New |
| 3595 | Arkos Global Advisors#3595 · 266 sh | 266 | $283.0K | 0.03% | New |
| 3596 | Thrive Capital Management#3596 · 266 sh | 266 | $282.8K | 0.05% | -6.7% |
| 3597 | BKM Wealth Management#3597 · 265 sh | 265 | $282.5K | — | New |
| 3598 | Francis Financial#3598 · 265 sh | 265 | $282.2K | 0.05% | New |
| 3599 | Miller Capital Partners#3599 · 265 sh | 265 | $282.2K | 0.11% | 0.0% |
| 3600 | GARDNER RUSSO & QUINN#3600 · 265 sh | 265 | $282.2K | <0.01% | -41.1% |
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.