CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 39)
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 3,801 to 3,900. 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 3,801–3,900 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3801 | PAX Financial Group#3801 · 208 sh | 208 | $221.5K | 0.03% | New |
| 3802 | Triune Financial Partners#3802 · 208 sh | 208 | $221.5K | 0.05% | New |
| 3803 | SFE Investment Counsel#3803 · 208 sh | 208 | $221.1K | 0.03% | New |
| 3804 | ASL Financial#3804 · 207 sh | 207 | $220.4K | — | New |
| 3805 | Paladin Partners#3805 · 207 sh | 207 | $220.4K | — | 0.0% |
| 3806 | MCRAE CAPITAL MANAGEMENT#3806 · 207 sh | 207 | $220.4K | — | New |
| 3807 | Avail Investment Partners#3807 · 207 sh | 207 | $219.9K | — | New |
| 3808 | ENDEAVOR PRIVATE WEALTH#3808 · 206 sh | 206 | $219.5K | 0.05% | New |
| 3809 | Clayton Financial Group#3809 · 206 sh | 206 | $219.4K | — | -57.3% |
| 3810 | GREENUP STREET WEALTH MANAGEMENT#3810 · 206 sh | 206 | $218.8K | 0.03% | New |
| 3811 | New Covenant Company, N.A.#3811 · 205 sh | 205 | $218.3K | — | -31.2% |
| 3812 | Eagle Strategies#3812 · 205 sh | 205 | $218.2K | — | New |
| 3813 | Murphy & Mullick Capital Management#3813 · 203 sh | 203 | $216.2K | 0.13% | +0.5% |
| 3814 | Neumann Capital Management#3814 · 203 sh | 203 | $216.2K | — | New |
| 3815 | Pasadena Private Wealth#3815 · 203 sh | 203 | $215.8K | 0.03% | New |
| 3816 | Blue Fin Capital#3816 · 202 sh | 202 | $215.1K | 0.03% | New |
| 3817 | Providence Capital Advisors#3817 · 202 sh | 202 | $215.1K | 0.03% | New |
| 3818 | PENNEY FINANCIAL#3818 · 202 sh | 202 | $214.7K | — | New |
| 3819 | Seros Financial#3819 · 201 sh | 201 | $214.0K | — | New |
| 3820 | BLUESTEM FINANCIAL ADVISORS#3820 · 201 sh | 201 | $213.6K | — | New |
| 3821 | J.M. Arbour#3821 · 200 sh | 200 | $213.4K | 0.18% | New |
| 3822 | LAWSON KROEKER INVESTMENT MANAGEMENT#3822 · 200 sh | 200 | $213.0K | — | New |
| 3823 | ROBOTTI ROBERT#3823 · 200 sh | 200 | $213.0K | 0.03% | New |
| 3824 | SONATA CAPITAL GROUP#3824 · 200 sh | 200 | $213.0K | — | New |
| 3825 | CHELSEA COUNSEL#3825 · 200 sh | 200 | $213.0K | 0.09% | 0.0% |
| 3826 | Horrell Capital Management#3826 · 200 sh | 200 | $213.0K | — | 0.0% |
| 3827 | ZEVIN ASSET MANAGEMENT#3827 · 200 sh | 200 | $213.0K | 0.03% | New |
| 3828 | Godshalk Welsh Capital Management#3828 · 200 sh | 200 | $213.0K | 0.11% | New |
| 3829 | CROBAN#3829 · 200 sh | 200 | $213.0K | 0.09% | New |
| 3830 | Winning Points Advisors#3830 · 200 sh | 200 | $213.0K | 0.28% | New |
| 3831 | Single Point Partners#3831 · 200 sh | 200 | $213.0K | — | New |
| 3832 | TriaGen Wealth Management#3832 · 200 sh | 200 | $213.0K | — | New |
| 3833 | Patrick Mauro Investment Advisor#3833 · 200 sh | 200 | $213.0K | 0.11% | New |
| 3834 | Flagstone Financial Management#3834 · 200 sh | 200 | $213.0K | 0.05% | New |
| 3835 | NBZ Investment Advisors#3835 · 200 sh | 200 | $213.0K | 0.08% | New |
| 3836 | Farrow Financial#3836 · 200 sh | 200 | $213.0K | 0.11% | New |
| 3837 | BROADWATER CAPITAL MANAGEMENT#3837 · 200 sh | 200 | $213.0K | 0.15% | 0.0% |
| 3838 | Ballast Rock Private Wealth#3838 · 200 sh | 200 | $213.0K | — | New |
| 3839 | Sentinel Advisory Group#3839 · 200 sh | 200 | $213.0K | — | New |
| 3840 | Timbuktu Capital Management#3840 · 200 sh | 200 | $213.0K | 0.32% | — |
| 3841 | James T. Borello RIA#3841 · 200 sh | 200 | $213.0K | — | +9.9% |
| 3842 | Michael J. Porro & Financial Advisors#3842 · 200 sh | 200 | $213.0K | — | New |
| 3843 | Stillwater Private Wealth#3843 · 248 sh | 248 | $212.0K | 0.14% | New |
| 3844 | Crumly & Associates#3844 · 199 sh | 199 | $211.9K | — | New |
| 3845 | RETIREMENT PLANNING GROUP, / NY#3845 · 199 sh | 199 | $211.9K | 0.12% | New |
| 3846 | Scarborough Advisors#3846 · 232 sh | 232 | $211.0K | — | -18.3% |
| 3847 | Drake & Associates#3847 · 198 sh | 198 | $210.9K | 0.04% | New |
| 3848 | ATLAS CAPITAL ADVISORS#3848 · 198 sh | 198 | $210.8K | 0.02% | +582.8% |
| 3849 | Alpha Financial Partners#3849 · 198 sh | 198 | $210.6K | 0.11% | New |
| 3850 | Family Wealth Group#3850 · 197 sh | 197 | $210.2K | 0.11% | New |
| 3851 | TRUE BLUE FINANCIAL#3851 · 196 sh | 196 | $208.8K | — | New |
| 3852 | Pettinga Financial Advisors#3852 · 196 sh | 196 | $208.7K | — | New |
| 3853 | Johnson & White Wealth Management#3853 · 196 sh | 196 | $208.7K | 0.08% | New |
| 3854 | Cornerstone Wealth Advisors#3854 · 196 sh | 196 | $208.7K | — | New |
| 3855 | Maloon Powers Pitre Higgins & Dennehy#3855 · 196 sh | 196 | $208.2K | 0.07% | — |
| 3856 | SFAM#3856 · 195 sh | 195 | $207.7K | 0.17% | 0.0% |
| 3857 | Riverwater Partners#3857 · 195 sh | 195 | $207.7K | 0.06% | New |
| 3858 | Morling Financial Advisors#3858 · 195 sh | 195 | $207.7K | 0.06% | New |
| 3859 | CONTINUUM WEALTH ADVISORS#3859 · 195 sh | 195 | $207.7K | — | New |
| 3860 | Sprinkle Financial Consultants#3860 · 195 sh | 195 | $207.7K | — | New |
| 3861 | Regency Capital Management \DE#3861 · 195 sh | 195 | $207.6K | 0.08% | New |
| 3862 | BWM Planning#3862 · 194 sh | 194 | $206.9K | 0.05% | New |
| 3863 | Lotus Technology Management#3863 · 194 sh | 194 | $206.6K | 0.25% | New |
| 3864 | D L CARLSON INVESTMENT GROUP#3864 · 193 sh | 193 | $205.5K | 0.03% | New |
| 3865 | Essential Partners#3865 · 193 sh | 193 | $205.5K | — | +21.4% |
| 3866 | Elevated Financial Group#3866 · 193 sh | 193 | $205.4K | — | New |
| 3867 | Nvest Wealth Strategies#3867 · 193 sh | 193 | $205.2K | — | 0.0% |
| 3868 | Snider Financial Group#3868 · 193 sh | 193 | $205.1K | — | New |
| 3869 | KERR FINANCIAL PLANNING#3869 · 193 sh | 193 | $204.5K | 0.23% | +0.5% |
| 3870 | J2 Capital Management#3870 · 192 sh | 192 | $204.5K | — | -84.4% |
| 3871 | Stony Point Wealth Management#3871 · 192 sh | 192 | $204.4K | 0.07% | New |
| 3872 | Plum Street Advisors#3872 · 191 sh | 191 | $203.4K | 0.07% | New |
| 3873 | WorthPointe#3873 · 191 sh | 191 | $203.4K | 0.05% | New |
| 3874 | STAGE HARBOR FINANCIAL#3874 · 191 sh | 191 | $203.4K | 0.12% | New |
| 3875 | DDFG#3875 · 191 sh | 191 | $203.4K | — | New |
| 3876 | Willis Johnson & Associates#3876 · 190 sh | 190 | $202.8K | 0.01% | -61.1% |
| 3877 | Sage Capital Management#3877 · 190 sh | 190 | $202.5K | — | New |
| 3878 | Gutierrez Wealth Advisory#3878 · 190 sh | 190 | $202.5K | 0.12% | New |
| 3879 | KFG WEALTH MANAGEMENT#3879 · 190 sh | 190 | $202.4K | — | New |
| 3880 | RPg Family Wealth Advisory#3880 · 190 sh | 190 | $202.3K | 0.03% | New |
| 3881 | PUREfi Wealth#3881 · 190 sh | 190 | $202.3K | — | New |
| 3882 | COREPATH WEALTH PARTNERS#3882 · 213 sh | 213 | $201.9K | — | New |
| 3883 | New England Capital Financial Advisors#3883 · 189 sh | 189 | $201.7K | 0.05% | 0.0% |
| 3884 | PROATHLETE WEALTH MANAGEMENT#3884 · 188 sh | 188 | $200.3K | — | 0.0% |
| 3885 | Fountainhead AM#3885 · 188 sh | 188 | $200.2K | 0.15% | New |
| 3886 | Downshift Financial#3886 · 182 sh | 182 | $193.8K | — | New |
| 3887 | Plante Moran Financial Advisors#3887 · 179 sh | 179 | $190.6K | <0.01% | -60.7% |
| 3888 | Capula Management Ltd#3888 · 178 sh | 178 | $189.6K | <0.01% | -86.9% |
| 3889 | CDKV#3889 · 177 sh | 177 | $188.3K | 0.15% | 0.0% |
| 3890 | Millstone Evans Group#3890 · 173 sh | 173 | $184.2K | 0.10% | +4.2% |
| 3891 | LOOMIS SAYLES & L P#3891 · 171 sh | 171 | $182.1K | <0.01% | +103.6% |
| 3892 | First Bancorp#3892 · 170 sh | 170 | $181.0K | — | New |
| 3893 | ZRC WEALTH MANAGEMENT#3893 · 167 sh | 167 | $177.6K | — | +27.5% |
| 3894 | CGC Financial Services#3894 · 166 sh | 166 | $176.8K | — | 0.0% |
| 3895 | VIMA#3895 · 160 sh | 160 | $170.4K | — | — |
| 3896 | MORGAN DEMPSEY CAPITAL MANAGEMENT#3896 · 160 sh | 160 | $170.4K | 0.07% | -3.0% |
| 3897 | Ares Financial Consulting#3897 · 158 sh | 158 | $168.3K | — | +3.3% |
| 3898 | Lodestone Wealth Management#3898 · 157 sh | 157 | $166.9K | — | 0.0% |
| 3899 | Kemnay Advisory Services#3899 · 156 sh | 156 | $166.1K | 0.02% | +4.7% |
| 3900 | Ninety One UK Ltd#3900 · 154 sh | 154 | $164.0K | — | 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.