CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 37)
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 3,601 to 3,700. 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 3,601–3,700 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3601 | Eagle Bay Advisors#3601 · 265 sh | 265 | $282.2K | — | New |
| 3602 | Clarity Wealth Development#3602 · 264 sh | 264 | $280.8K | — | New |
| 3603 | Navigation Group#3603 · 263 sh | 263 | $280.3K | 0.05% | New |
| 3604 | Wiser Wealth Management#3604 · 263 sh | 263 | $280.1K | — | New |
| 3605 | RiverTree Advisors#3605 · 263 sh | 263 | $280.1K | — | New |
| 3606 | GERBER#3606 · 262 sh | 262 | $279.0K | — | New |
| 3607 | Nolet Wealth Management#3607 · 262 sh | 262 | $278.7K | — | New |
| 3608 | Bear Mountain Capital#3608 · 298 sh | 298 | $278.1K | 0.08% | 0.0% |
| 3609 | Payne Capital Management#3609 · 261 sh | 261 | $277.9K | 0.07% | New |
| 3610 | Centennial Wealth Advisory#3610 · 260 sh | 260 | $277.0K | — | -18.2% |
| 3611 | Cornerstone Planning Group#3611 · 311 sh | 311 | $277.0K | — | -9.3% |
| 3612 | Odyssey Group#3612 · 260 sh | 260 | $276.9K | 0.07% | — |
| 3613 | CAMBRIDGE CAPITAL MANAGEMENT#3613 · 260 sh | 260 | $276.9K | — | New |
| 3614 | MATAURO#3614 · 260 sh | 260 | $276.8K | 0.04% | New |
| 3615 | AdviceOne Advisory Services#3615 · 260 sh | 260 | $276.4K | — | New |
| 3616 | Delos Wealth Advisors#3616 · 259 sh | 259 | $275.8K | 0.14% | +0.8% |
| 3617 | Quarry#3617 · 259 sh | 259 | $275.8K | 0.02% | -55.9% |
| 3618 | Atlas Wealth#3618 · 258 sh | 258 | $274.7K | 0.04% | -99.0% |
| 3619 | Smith Partners Wealth Management#3619 · 258 sh | 258 | $274.7K | 0.22% | New |
| 3620 | BCV Asset Management#3620 · 265 sh | 265 | $274.4K | <0.01% | New |
| 3621 | MASECO LLP#3621 · 258 sh | 258 | $274.2K | — | -5.1% |
| 3622 | Crescent Grove Advisors#3622 · 256 sh | 256 | $273.1K | — | -32.5% |
| 3623 | Philip James Wealth Mangement#3623 · 256 sh | 256 | $273.0K | 0.03% | -68.8% |
| 3624 | Avion Wealth#3624 · 257 sh | 257 | $273.0K | 0.05% | -39.8% |
| 3625 | STEEL GROVE CAPITAL ADVISORS#3625 · 256 sh | 256 | $272.6K | — | New |
| 3626 | Chaney Capital Management#3626 · 256 sh | 256 | $272.6K | 0.09% | New |
| 3627 | Mraz, Amerine & Associates#3627 · 255 sh | 255 | $271.8K | 0.04% | New |
| 3628 | Himension Fund#3628 · 255 sh | 255 | $271.6K | 0.02% | -56.2% |
| 3629 | SLT#3629 · 255 sh | 255 | $271.6K | — | New |
| 3630 | Gaddis Premier Wealth Advisors#3630 · 255 sh | 255 | $271.6K | 0.17% | New |
| 3631 | Winch Advisory Services#3631 · 254 sh | 254 | $270.6K | 0.06% | +12.4% |
| 3632 | Strategic Point Investment Advisors#3632 · 254 sh | 254 | $270.5K | 0.04% | New |
| 3633 | Partners in Financial Planning#3633 · 254 sh | 254 | $270.5K | 0.04% | New |
| 3634 | Mountain Capital Investment Advisors#3634 · 254 sh | 254 | $270.3K | 0.04% | New |
| 3635 | Fairscale Capital#3635 · 253 sh | 253 | $269.4K | 0.16% | 0.0% |
| 3636 | Triumph Capital Management#3636 · 253 sh | 253 | $269.2K | — | -1.2% |
| 3637 | LMR Partners LLP#3637 · 252 sh | 252 | $268.4K | <0.01% | New |
| 3638 | Midwest Professional Planners, LTD.#3638 · 251 sh | 251 | $267.3K | 0.05% | New |
| 3639 | MTM Investment Management#3639 · 251 sh | 251 | $267.3K | 0.08% | 0.0% |
| 3640 | Capital Advisors, Ltd.#3640 · 251 sh | 251 | $267.0K | 0.03% | 0.0% |
| 3641 | Pathway Financial Advisers#3641 · 250 sh | 250 | $266.7K | 0.07% | New |
| 3642 | AVENIR#3642 · 250 sh | 250 | $266.2K | 0.03% | New |
| 3643 | Tanglewood Wealth Management#3643 · 250 sh | 250 | $266.2K | — | New |
| 3644 | St. Johns Investment Management Company#3644 · 250 sh | 250 | $266.2K | 0.10% | 0.0% |
| 3645 | JACOBSON & SCHMITT ADVISORS#3645 · 250 sh | 250 | $266.2K | 0.04% | New |
| 3646 | BCGM Wealth Management#3646 · 250 sh | 250 | $266.2K | 0.06% | New |
| 3647 | Lorne Steinberg Wealth Management#3647 · 250 sh | 250 | $266.2K | — | New |
| 3648 | Howard Capital Management Group#3648 · 250 sh | 250 | $266.2K | — | New |
| 3649 | Waycross Investment Management#3649 · 250 sh | 250 | $266.2K | — | New |
| 3650 | Gray Private Wealth#3650 · 250 sh | 250 | $266.2K | 0.12% | New |
| 3651 | Clifford Group#3651 · 250 sh | 250 | $266.2K | 0.18% | New |
| 3652 | Kampmann Melissa S.#3652 · 250 sh | 250 | $266.2K | 0.20% | New |
| 3653 | Uptown Financial Advisors#3653 · 250 sh | 250 | $266.2K | — | New |
| 3654 | Legacy Advisory Services#3654 · 250 sh | 250 | $266.2K | — | New |
| 3655 | McGinn Penninger Investment Management#3655 · 250 sh | 250 | $266.0K | 0.16% | New |
| 3656 | WealthCare Investment Partners#3656 · 249 sh | 249 | $265.2K | 0.06% | New |
| 3657 | HOME FEDERAL BANK OF TENNESSEE#3657 · 249 sh | 249 | $265.2K | — | -77.3% |
| 3658 | Fullerton Fund Management Ltd.#3658 · 249 sh | 249 | $265.2K | 0.02% | New |
| 3659 | Capstone Wealth Management#3659 · 249 sh | 249 | $265.2K | 0.12% | New |
| 3660 | VISTA FINANCE#3660 · 248 sh | 248 | $264.2K | — | New |
| 3661 | NIXON PEABODY#3661 · 248 sh | 248 | $264.1K | — | New |
| 3662 | NORTHCAPE WEALTH MANAGEMENT#3662 · 248 sh | 248 | $264.1K | 0.07% | New |
| 3663 | Van Diest Capital#3663 · 248 sh | 248 | $263.8K | 0.24% | -55.4% |
| 3664 | TOUNJIAN ADVISORY PARTNERS#3664 · 247 sh | 247 | $263.1K | 0.11% | New |
| 3665 | BANK HAPOALIM BM#3665 · 247 sh | 247 | $263.0K | 0.02% | New |
| 3666 | STRATEGY ASSET MANAGERS#3666 · 246 sh | 246 | $262.4K | — | New |
| 3667 | LifePlan Investment Advisors#3667 · 246 sh | 246 | $262.2K | 0.09% | New |
| 3668 | DILLON & ASSOCIATES#3668 · 246 sh | 246 | $262.0K | — | New |
| 3669 | ABSHER WEALTH MANAGEMENT#3669 · 246 sh | 246 | $262.0K | 0.03% | New |
| 3670 | Centennial Bank#3670 · 246 sh | 246 | $262.0K | 0.08% | -13.1% |
| 3671 | Briggs Wealth Management#3671 · 246 sh | 246 | $262.0K | — | New |
| 3672 | Insight Wealth Strategies#3672 · 264 sh | 264 | $261.7K | — | New |
| 3673 | GK Wealth Management#3673 · 245 sh | 245 | $261.0K | — | New |
| 3674 | WT Wealth Management#3674 · 244 sh | 244 | $259.8K | — | New |
| 3675 | PTM WEALTH MANAGEMENT#3675 · 291 sh | 291 | $259.0K | — | +3.9% |
| 3676 | Englebert Financial Advisers#3676 · 243 sh | 243 | $258.8K | — | New |
| 3677 | Prairiewood Capital#3677 · 242 sh | 242 | $258.2K | — | New |
| 3678 | Samalin Investment Counsel#3678 · 242 sh | 242 | $257.8K | — | -16.8% |
| 3679 | CapWealth Advisors#3679 · 242 sh | 242 | $257.7K | — | New |
| 3680 | TOBIAS FINANCIAL ADVISORS#3680 · 242 sh | 242 | $257.7K | 0.03% | New |
| 3681 | Alley Investment Management Company#3681 · 242 sh | 242 | $257.7K | 0.03% | New |
| 3682 | Hughes Financial Services#3682 · 242 sh | 242 | $257.7K | 0.03% | +8.5% |
| 3683 | Wallace Advisory Group#3683 · 241 sh | 241 | $256.6K | 0.24% | New |
| 3684 | Joel Adams & Associates#3684 · 241 sh | 241 | $256.6K | 0.16% | New |
| 3685 | RAM Investment Partners#3685 · 241 sh | 241 | $256.6K | — | -47.5% |
| 3686 | Shared Vision Wealth Group#3686 · 241 sh | 241 | $256.3K | 0.09% | New |
| 3687 | PCG Wealth Advisors#3687 · 240 sh | 240 | $255.6K | 0.06% | New |
| 3688 | Wallington Asset Management#3688 · 240 sh | 240 | $255.6K | 0.03% | New |
| 3689 | United Super Pty Ltd in its capacity as Trustee for the Cons#3689 · 240 sh | 240 | $255.6K | <0.01% | New |
| 3690 | Kiker Wealth Management#3690 · 240 sh | 240 | $255.6K | 0.10% | New |
| 3691 | Gross & Hartman Investments#3691 · 239 sh | 239 | $254.8K | 0.11% | New |
| 3692 | Provident Wealth Management#3692 · 239 sh | 239 | $254.5K | — | New |
| 3693 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#3693 · 239 sh | 239 | $254.4K | 0.06% | New |
| 3694 | Dedeker Financial#3694 · 238 sh | 238 | $253.4K | — | New |
| 3695 | 1015 Capital Partners#3695 · 238 sh | 238 | $253.4K | 0.21% | 0.0% |
| 3696 | Financial Planning Navigators#3696 · 237 sh | 237 | $252.4K | — | New |
| 3697 | JNBA Financial Advisors#3697 · 237 sh | 237 | $252.4K | 0.02% | -3.7% |
| 3698 | Davis Capital Management#3698 · 237 sh | 237 | $252.4K | — | +451.2% |
| 3699 | Salus Financial Advisors#3699 · 237 sh | 237 | $252.4K | — | New |
| 3700 | MOODY LYNN & LIEBERSON#3700 · 237 sh | 237 | $252.4K | — | New |
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.