CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 40)
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 3,901 to 4,000. 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 3,901–4,000 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3901 | Westfuller Advisors#3901 · 153 sh | 153 | $162.9K | 0.06% | +1812.5% |
| 3902 | MARK SHEPTOFF FINANCIAL PLANNING#3902 · 152 sh | 152 | $161.9K | 0.09% | 0.0% |
| 3903 | Quest 10 Wealth Builders#3903 · 149 sh | 149 | $158.7K | 0.12% | 0.0% |
| 3904 | MPWM ADVISORY SOLUTIONS#3904 · 148 sh | 148 | $157.8K | 0.07% | -2.0% |
| 3905 | Joseph Group Capital Management#3905 · 145 sh | 145 | $154.4K | 0.03% | -13.7% |
| 3906 | Bruce G. Allen Investments#3906 · 145 sh | 145 | $154.4K | 0.10% | -21.2% |
| 3907 | Measured Wealth Private Client Group#3907 · 143 sh | 143 | $152.4K | 0.04% | +7.5% |
| 3908 | E Fund Management (Hong Kong) , Ltd.#3908 · 142 sh | 142 | $151.2K | 0.05% | -4.7% |
| 3909 | WHI#3909 · 142 sh | 142 | $151.2K | 0.10% | 0.0% |
| 3910 | Dogwood Wealth Management#3910 · 137 sh | 137 | $145.9K | 0.06% | +14.2% |
| 3911 | Moisand Fitzgerald Tamayo#3911 · 136 sh | 136 | $144.8K | — | 0.0% |
| 3912 | SYNTAX RESEARCH#3912 · 135 sh | 135 | $143.8K | 0.10% | 0.0% |
| 3913 | United Financial Planning Group#3913 · 134 sh | 134 | $143.1K | 0.07% | 0.0% |
| 3914 | Oakmont Advisory Group#3914 · 134 sh | 134 | $142.7K | 0.12% | New |
| 3915 | Index Technologies Group#3915 · 134 sh | 134 | $142.7K | 0.11% | New |
| 3916 | Valued Wealth Advisors#3916 · 132 sh | 132 | $140.2K | 0.05% | +7.3% |
| 3917 | State of Wyoming#3917 · 131 sh | 131 | $139.5K | 0.01% | -52.2% |
| 3918 | BURKETT FINANCIAL SERVICES#3918 · 130 sh | 130 | $139.0K | — | 0.0% |
| 3919 | Ankerstar Wealth#3919 · 127 sh | 127 | $135.8K | 0.11% | 0.0% |
| 3920 | Midwest Capital Advisors#3920 · 125 sh | 125 | $133.6K | 0.05% | 0.0% |
| 3921 | NORTHSTAR ASSET MANAGEMENT#3921 · 150 sh | 150 | $133.3K | — | New |
| 3922 | Robinswood Financial#3922 · 124 sh | 124 | $132.9K | — | New |
| 3923 | Kimelman & Baird#3923 · 124 sh | 124 | $132.0K | <0.01% | 0.0% |
| 3924 | Commonwealth Retirement Investments#3924 · 123 sh | 123 | $130.8K | — | New |
| 3925 | RMG Wealth Management#3925 · 149 sh | 149 | $127.5K | — | 0.0% |
| 3926 | Covestor Ltd#3926 · 117 sh | 117 | $125.0K | 0.07% | +19.4% |
| 3927 | HRT FINANCIAL#3927 · 112,700 sh | 112,700 | $120.0K | <0.01% | +58.5% |
| 3928 | Park Place Capital#3928 · 111 sh | 111 | $118.2K | 0.02% | 0.0% |
| 3929 | Swisher Financial Concepts#3929 · 110 sh | 110 | $117.1K | 0.07% | -71.1% |
| 3930 | Spectrum Wealth Advisory Group#3930 · 107 sh | 107 | $114.0K | 0.03% | New |
| 3931 | BELLEVUE ASSET MANAGEMENT#3931 · 106 sh | 106 | $113.2K | 0.05% | 0.0% |
| 3932 | Financial Management Professionals#3932 · 106 sh | 106 | $112.9K | — | +1.9% |
| 3933 | Birchwood Financial Partners#3933 · 105 sh | 105 | $112.0K | 0.09% | 0.0% |
| 3934 | Atlantic Edge Private Wealth Management#3934 · 105 sh | 105 | $111.8K | — | +50.0% |
| 3935 | Evergreen Private Wealth#3935 · 104 sh | 104 | $110.8K | 0.04% | New |
| 3936 | ALBION FINANCIAL GROUP#3936 · 100 sh | 100 | $106.5K | — | 0.0% |
| 3937 | Beacon Financial Strategies#3937 · 100 sh | 100 | $106.5K | — | 0.0% |
| 3938 | Advocate Investing Services#3938 · 100 sh | 100 | $106.5K | — | 0.0% |
| 3939 | STANCE CAPITAL#3939 · 99 sh | 99 | $105.4K | 0.03% | 0.0% |
| 3940 | Daytona Street Capital#3940 · 110 sh | 110 | $105.0K | — | 0.0% |
| 3941 | FWL INVESTMENT MANAGEMENT#3941 · 98 sh | 98 | $104.4K | 0.02% | New |
| 3942 | Nalls Sherbakoff Group#3942 · 96 sh | 96 | $102.6K | 0.07% | 0.0% |
| 3943 | Kilter Group#3943 · 96 sh | 96 | $102.2K | 0.04% | -1.0% |
| 3944 | Catherine Avery Investment Management#3944 · 96 sh | 96 | $102.2K | — | -2.0% |
| 3945 | Cornerstone Financial Management#3945 · 95 sh | 95 | $101.2K | 0.08% | +58.3% |
| 3946 | HIGHLINE WEALTH PARTNERS#3946 · 93 sh | 93 | $99.3K | — | +17.7% |
| 3947 | Spurstone Advisory Services#3947 · 100 sh | 100 | $99.1K | 1.35% | New |
| 3948 | Caitlin John#3948 · 93 sh | 93 | $99.0K | 0.05% | +1.1% |
| 3949 | OSTERWEIS CAPITAL MANAGEMENT#3949 · 91 sh | 91 | $96.9K | <0.01% | 0.0% |
| 3950 | Rialto Wealth Management#3950 · 91 sh | 91 | $96.9K | 0.02% | +42.2% |
| 3951 | DNCA FINANCE#3951 · 90 sh | 90 | $95.8K | <0.01% | New |
| 3952 | Retirement Wealth Solutions#3952 · 89 sh | 89 | $94.4K | — | -6.3% |
| 3953 | SUMMIT SECURITIES GROUP#3953 · 88 sh | 88 | $93.7K | <0.01% | -92.7% |
| 3954 | DB Fitzpatrick#3954 · 88 sh | 88 | $93.7K | — | 0.0% |
| 3955 | Harbor Asset Planning#3955 · 88 sh | 88 | $93.4K | — | 0.0% |
| 3956 | Walsh & Associates#3956 · 87 sh | 87 | $92.6K | 0.08% | -1.1% |
| 3957 | PALLADIEM#3957 · 82 sh | 82 | $87.5K | 0.08% | -37.9% |
| 3958 | RiverPark Advisors#3958 · 81 sh | 81 | $86.3K | 0.04% | -30.8% |
| 3959 | GILL CAPITAL PARTNERS#3959 · 80 sh | 80 | $85.2K | — | -20.0% |
| 3960 | Strive Financial Group#3960 · 78 sh | 78 | $83.1K | 0.04% | 0.0% |
| 3961 | Halbert, Hargrove/Russell#3961 · 77 sh | 77 | $82.4K | — | +4.1% |
| 3962 | THOMPSON INVESTMENT MANAGEMENT#3962 · 75 sh | 75 | $79.9K | — | 0.0% |
| 3963 | Sellwood Investment Partners#3963 · 74 sh | 74 | $78.8K | 0.03% | 0.0% |
| 3964 | EVOLUTION WEALTH MANAGEMENT#3964 · 73 sh | 73 | $77.7K | 0.05% | +4.3% |
| 3965 | Marquette Asset Management#3965 · 72 sh | 72 | $76.7K | — | 0.0% |
| 3966 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#3966 · 71 sh | 71 | $75.6K | 0.23% | -73.4% |
| 3967 | TOEWS#3967 · 71 sh | 71 | $75.6K | 0.01% | New |
| 3968 | Activest Wealth Management#3968 · 70 sh | 70 | $74.5K | — | -80.9% |
| 3969 | Financial Network Wealth Advisors#3969 · 69 sh | 69 | $73.5K | 0.07% | -9.2% |
| 3970 | Bare Financial Services#3970 · 67 sh | 67 | $71.3K | 0.02% | +63.4% |
| 3971 | 1620 INVESTMENT ADVISORS#3971 · 66 sh | 66 | $70.3K | 0.04% | 0.0% |
| 3972 | Turim 21 Investimentos Ltda.#3972 · 65 sh | 65 | $69.2K | 0.01% | 0.0% |
| 3973 | Manitou Investment Management Ltd.#3973 · 65 sh | 65 | $69.2K | — | 0.0% |
| 3974 | Dorato Capital Management#3974 · 72 sh | 72 | $68.6K | — | 0.0% |
| 3975 | GFS Advisors#3975 · 13,350 sh | 13,350 | $68.2K | <0.01% | -97.3% |
| 3976 | Greykasell Wealth Strategies#3976 · 64 sh | 64 | $68.2K | 0.02% | 0.0% |
| 3977 | PENSION & WEALTH MANAGEMENT ADVISORS#3977 · 62 sh | 62 | $66.3K | — | New |
| 3978 | Key Capital Management#3978 · 62 sh | 62 | $66.0K | 0.03% | -3.1% |
| 3979 | Monetary Solutions, Ltd#3979 · 61 sh | 61 | $65.3K | — | 0.0% |
| 3980 | Atomic Invest#3980 · 62 sh | 62 | $63.9K | <0.01% | -22.5% |
| 3981 | American Capital Advisory#3981 · 59 sh | 59 | $63.2K | 0.02% | -57.9% |
| 3982 | Planning Strategies#3982 · 58 sh | 58 | $61.8K | — | — |
| 3983 | TFC Financial Management#3983 · 54 sh | 54 | $57.6K | — | +12.5% |
| 3984 | Frazier Financial Advisors#3984 · 54 sh | 54 | $57.5K | 0.03% | -1.8% |
| 3985 | IFS Advisors#3985 · 53 sh | 53 | $57.1K | — | 0.0% |
| 3986 | Cedar Mountain Advisors#3986 · 54 sh | 54 | $57.1K | — | +5.9% |
| 3987 | Aspect Partners#3987 · 52 sh | 52 | $55.4K | — | +20.9% |
| 3988 | Mascoma Wealth Management#3988 · 51 sh | 51 | $54.3K | — | -37.0% |
| 3989 | Financial Avengers#3989 · 51 sh | 51 | $53.8K | 0.02% | +2.0% |
| 3990 | Investors Portfolio Services#3990 · 49 sh | 49 | $52.2K | 0.04% | 0.0% |
| 3991 | Forum Finance Group S.A.#3991 · 60 sh | 60 | $52.0K | 0.02% | 0.0% |
| 3992 | RAMSEY QUANTITATIVE SYSTEMS#3992 · 45 sh | 45 | $47.9K | — | New |
| 3993 | Tacita Capital#3993 · 44 sh | 44 | $46.9K | 0.03% | -12.0% |
| 3994 | CHAPMAN FINANCIAL GROUP#3994 · 42 sh | 42 | $44.7K | — | 0.0% |
| 3995 | DiNuzzo Private Wealth#3995 · 41 sh | 41 | $43.7K | — | 0.0% |
| 3996 | STEPHENSON NATIONAL BANK#3996 · 41 sh | 41 | $43.7K | — | -44.6% |
| 3997 | Front Row Advisors#3997 · 51 sh | 51 | $43.0K | 0.01% | 0.0% |
| 3998 | FLAGSHIP WEALTH ADVISORS#3998 · 40 sh | 40 | $42.6K | <0.01% | -45.2% |
| 3999 | Stone House Investment Management#3999 · 39 sh | 39 | $41.5K | — | +5.4% |
| 4000 | Penserra Capital Management#4000 · 39 sh | 39 | $41.0K | <0.01% | 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.