CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 38)
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 3,701 to 3,800. 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 3,701–3,800 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3701 | McClarren Financial Advisors#3701 · 236 sh | 236 | $251.3K | — | New |
| 3702 | Orcam Financial Group#3702 · 236 sh | 236 | $251.3K | 0.12% | New |
| 3703 | Gambit Capital Management#3703 · 236 sh | 236 | $251.3K | 0.15% | New |
| 3704 | MORRIS FINANCIAL CONCEPTS#3704 · 235 sh | 235 | $250.3K | 0.08% | New |
| 3705 | DAVIS-REA LTD.#3705 · 235 sh | 235 | $250.3K | — | New |
| 3706 | Palatine Hill Wealth Management#3706 · 235 sh | 235 | $250.3K | 0.20% | New |
| 3707 | Schiavi#3707 · 235 sh | 235 | $250.1K | 0.07% | New |
| 3708 | Tribridge Partners Financial#3708 · 286 sh | 286 | $249.8K | 0.10% | 0.0% |
| 3709 | ELEVATUS WELATH MANAGEMENT#3709 · 234 sh | 234 | $249.4K | — | New |
| 3710 | Strategic Family Wealth Counselors, L.L.C.#3710 · 234 sh | 234 | $249.2K | 0.06% | New |
| 3711 | Liberty Capital Management#3711 · 233 sh | 233 | $248.1K | 0.04% | — |
| 3712 | Arta Finance Wealth Management#3712 · 233 sh | 233 | $248.1K | 0.11% | New |
| 3713 | Sky Investment Group#3713 · 233 sh | 233 | $247.6K | 0.04% | New |
| 3714 | Tempus Wealth Planning#3714 · 232 sh | 232 | $247.1K | — | New |
| 3715 | Sachetta#3715 · 232 sh | 232 | $247.1K | 0.12% | +17.2% |
| 3716 | Randolph#3716 · 231 sh | 231 | $246.0K | — | New |
| 3717 | Audent Global Asset Management#3717 · 231 sh | 231 | $246.0K | 0.27% | New |
| 3718 | Maltin Wealth Management#3718 · 230 sh | 230 | $245.0K | — | New |
| 3719 | Chronos Wealth Management#3719 · 230 sh | 230 | $244.9K | — | New |
| 3720 | Hummer Financial Advisory Services#3720 · 230 sh | 230 | $244.9K | — | New |
| 3721 | REICON WEALTH ADVISORS#3721 · 230 sh | 230 | $244.9K | 0.15% | -61.7% |
| 3722 | Midwest Financial Network#3722 · 229 sh | 229 | $243.9K | — | New |
| 3723 | WEALTHGARDEN F.S.#3723 · 229 sh | 229 | $243.5K | 0.14% | New |
| 3724 | Vistica Wealth Advisors#3724 · 228 sh | 228 | $242.8K | 0.21% | New |
| 3725 | Greater Midwest Financial Group#3725 · 227 sh | 227 | $241.8K | — | New |
| 3726 | Aspen Wealth Strategies#3726 · 226 sh | 226 | $240.7K | 0.12% | New |
| 3727 | Bayesian Capital Management#3727 · 226 sh | 226 | $240.7K | 0.15% | New |
| 3728 | Thompson David Blair#3728 · 226 sh | 226 | $240.7K | 0.12% | New |
| 3729 | TRED AVON FAMILY WEALTH#3729 · 225 sh | 225 | $239.9K | — | New |
| 3730 | Summit Financial Consulting#3730 · 225 sh | 225 | $239.8K | — | New |
| 3731 | Future Financial Wealth Managment#3731 · 268 sh | 268 | $239.7K | — | -6.9% |
| 3732 | Mawer Investment Management Ltd.#3732 · 225 sh | 225 | $239.6K | <0.01% | New |
| 3733 | GenWealth Group#3733 · 225 sh | 225 | $239.6K | — | New |
| 3734 | GoalVest Advisory#3734 · 225 sh | 225 | $239.6K | — | +6.1% |
| 3735 | ABOUND FINANCIAL#3735 · 225 sh | 225 | $239.6K | 0.10% | +800.0% |
| 3736 | Citrine Capital#3736 · 225 sh | 225 | $239.6K | — | New |
| 3737 | Helium Advisors#3737 · 225 sh | 225 | $239.4K | — | New |
| 3738 | Foundation Wealth Management, \PA#3738 · 225 sh | 225 | $239.2K | — | New |
| 3739 | Northwest & Ethical Investments L.P.#3739 · 231 sh | 231 | $238.7K | <0.01% | -61.6% |
| 3740 | WEALTHCARE CAPITAL MANAGEMENT#3740 · 224 sh | 224 | $238.5K | — | New |
| 3741 | BFSG#3741 · 224 sh | 224 | $238.5K | 0.02% | 0.0% |
| 3742 | Sculati Wealth Management#3742 · 270 sh | 270 | $237.7K | — | New |
| 3743 | Kirkwood Financial Services#3743 · 223 sh | 223 | $237.5K | 0.07% | New |
| 3744 | Strait & Sound Wealth Management#3744 · 223 sh | 223 | $237.5K | 0.08% | New |
| 3745 | Financial Symmetry#3745 · 223 sh | 223 | $237.5K | — | New |
| 3746 | Lee Financial#3746 · 222 sh | 222 | $236.4K | — | New |
| 3747 | Hemenway#3747 · 222 sh | 222 | $236.4K | 0.02% | New |
| 3748 | Opus Financial Solutions#3748 · 222 sh | 222 | $236.4K | 0.19% | New |
| 3749 | Putney Financial Group#3749 · 222 sh | 222 | $236.4K | 0.21% | New |
| 3750 | GODSEY & GIBB#3750 · 222 sh | 222 | $236.4K | — | 0.0% |
| 3751 | Forefront Wealth Partners#3751 · 221 sh | 221 | $236.2K | 0.07% | New |
| 3752 | PlanVest Financial#3752 · 222 sh | 222 | $236.1K | 0.16% | +382.6% |
| 3753 | PIN OAK INVESTMENT ADVISORS#3753 · 332 sh | 332 | $236.0K | 0.17% | 0.0% |
| 3754 | Mendel Capital Management#3754 · 222 sh | 222 | $235.9K | 0.11% | New |
| 3755 | LGL PARTNERS#3755 · 221 sh | 221 | $235.8K | 0.09% | New |
| 3756 | Lynch Investment Planning#3756 · 221 sh | 221 | $235.3K | — | New |
| 3757 | ERn Financial#3757 · 221 sh | 221 | $235.3K | 0.04% | New |
| 3758 | Financial Advisory#3758 · 220 sh | 220 | $234.4K | — | New |
| 3759 | Carroll Investors#3759 · 220 sh | 220 | $234.3K | 0.10% | New |
| 3760 | Sidoxia Capital Management#3760 · 220 sh | 220 | $234.3K | 0.17% | New |
| 3761 | Atlantic Private Wealth#3761 · 219 sh | 219 | $233.4K | 0.14% | 0.0% |
| 3762 | Trademark Financial Management#3762 · 219 sh | 219 | $233.2K | — | New |
| 3763 | Sound Stewardship#3763 · 218 sh | 218 | $232.6K | — | New |
| 3764 | Pacific Asset Management#3764 · 218 sh | 218 | $232.6K | — | New |
| 3765 | Weinberger Asset Management#3765 · 285 sh | 285 | $232.2K | 0.07% | -1.4% |
| 3766 | WOLFF WIESE MAGANA#3766 · 218 sh | 218 | $232.1K | — | -8.8% |
| 3767 | Auxano Advisors#3767 · 217 sh | 217 | $231.1K | 0.04% | New |
| 3768 | Canton Hathaway#3768 · 217 sh | 217 | $231.1K | — | 0.0% |
| 3769 | MATTERN CAPITAL MANAGEMENT#3769 · 217 sh | 217 | $231.1K | 0.03% | New |
| 3770 | Chris Bulman#3770 · 217 sh | 217 | $231.1K | — | -52.2% |
| 3771 | Detalus Advisors#3771 · 216 sh | 216 | $230.0K | — | New |
| 3772 | Clark & Stuart#3772 · 216 sh | 216 | $230.0K | — | -31.6% |
| 3773 | Coquina Private Wealth#3773 · 216 sh | 216 | $230.0K | 0.16% | New |
| 3774 | LiftPoint Family Wealth Advisors#3774 · 216 sh | 216 | $230.0K | 0.16% | New |
| 3775 | Centerpoint Advisors#3775 · 215 sh | 215 | $229.0K | 0.07% | 0.0% |
| 3776 | Salvus Wealth Management#3776 · 215 sh | 215 | $229.0K | — | -31.7% |
| 3777 | Life Planning Partners#3777 · 215 sh | 215 | $229.0K | 0.17% | New |
| 3778 | WESTBOURNE INVESTMENTS#3778 · 215 sh | 215 | $229.0K | 0.09% | New |
| 3779 | Founders Capital Management#3779 · 214 sh | 214 | $227.9K | — | +18.9% |
| 3780 | COLLECTIVE FAMILY OFFICE#3780 · 214 sh | 214 | $227.9K | — | New |
| 3781 | Manhattan West Asset Management#3781 · 214 sh | 214 | $227.9K | 0.04% | New |
| 3782 | Fearless Solutions, dba Best Invest#3782 · 214 sh | 214 | $227.9K | — | New |
| 3783 | Johnson Wealth Management#3783 · 214 sh | 214 | $227.9K | 0.10% | New |
| 3784 | Henrickson Nauta Wealth Advisors#3784 · 213 sh | 213 | $227.3K | 0.06% | New |
| 3785 | Bright Futures Wealth Management#3785 · 213 sh | 213 | $227.1K | — | New |
| 3786 | Sonoma Private Wealth#3786 · 213 sh | 213 | $226.8K | 0.24% | New |
| 3787 | Schubert#3787 · 213 sh | 213 | $226.7K | 0.16% | New |
| 3788 | Evergreen Wealth Partners#3788 · 212 sh | 212 | $226.2K | 0.14% | New |
| 3789 | Silicon Valley Capital Partners#3789 · 212 sh | 212 | $225.5K | 0.02% | -58.3% |
| 3790 | PRING TURNER CAPITAL GROUP#3790 · 263 sh | 263 | $225.4K | 0.13% | New |
| 3791 | High Note Wealth#3791 · 211 sh | 211 | $224.7K | 0.04% | +1.0% |
| 3792 | Urban Wealth Management#3792 · 211 sh | 211 | $224.7K | — | New |
| 3793 | Berman McAleer#3793 · 211 sh | 211 | $224.7K | — | New |
| 3794 | Marshall & Sterling Wealth Advisors#3794 · 211 sh | 211 | $224.4K | 0.13% | +0.5% |
| 3795 | Evergreen Advisors#3795 · 210 sh | 210 | $224.1K | 0.05% | 0.0% |
| 3796 | Prospect Financial Services#3796 · 209 sh | 209 | $222.6K | 0.11% | New |
| 3797 | Lee-Kelleher Wealth Management#3797 · 209 sh | 209 | $222.6K | — | New |
| 3798 | Serenity Investment Advisors#3798 · 272 sh | 272 | $221.8K | 0.09% | +2.6% |
| 3799 | BASSO CAPITAL MANAGEMENT, L.P.#3799 · 208 sh | 208 | $221.5K | 0.05% | New |
| 3800 | Lutz Financial Services#3800 · 208 sh | 208 | $221.5K | 0.01% | 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.