CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 41)
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 4,001 to 4,083. 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 4,001–4,083 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4001 | Copia Wealth Management#4001 · 38 sh | 38 | $40.5K | 0.02% | 0.0% |
| 4002 | Principia Wealth Advisory#4002 · 38 sh | 38 | $40.5K | 0.02% | +11.8% |
| 4003 | CONSULTIVA WEALTH MANAGEMENT#4003 · 37 sh | 37 | $39.4K | 0.09% | 0.0% |
| 4004 | LAM GROUP#4004 · 37 sh | 37 | $39.4K | — | 0.0% |
| 4005 | DecisionPoint Financial#4005 · 39 sh | 39 | $38.7K | <0.01% | +11.4% |
| 4006 | Align Financial#4006 · 36 sh | 36 | $38.3K | — | 0.0% |
| 4007 | Your Advocates Ltd., LLP#4007 · 35 sh | 35 | $37.3K | 0.01% | 0.0% |
| 4008 | Strengthening Families & Communities#4008 · 34 sh | 34 | $36.4K | — | +9.7% |
| 4009 | Axiom Investment Management#4009 · 34 sh | 34 | $36.2K | 0.02% | New |
| 4010 | Peterson Wealth Services#4010 · 32 sh | 32 | $34.1K | — | 0.0% |
| 4011 | Noble Wealth Management PBC#4011 · 32 sh | 32 | $34.1K | — | -20.0% |
| 4012 | Matrix#4012 · 31 sh | 31 | $33.0K | — | +93.8% |
| 4013 | RAFFA WEALTH MANAGEMENT#4013 · 27 sh | 27 | $28.8K | <0.01% | -66.7% |
| 4014 | Decker Retirement Planning#4014 · 27 sh | 27 | $28.8K | — | +440.0% |
| 4015 | Carolina Wealth Advisors#4015 · 26 sh | 26 | $27.7K | — | 0.0% |
| 4016 | ICON ADVISERS#4016 · 25 sh | 25 | $26.6K | <0.01% | New |
| 4017 | SWAN Capital#4017 · 25 sh | 25 | $26.6K | <0.01% | 0.0% |
| 4018 | Breakwater Investment Management#4018 · 24 sh | 24 | $25.6K | — | +9.1% |
| 4019 | Elevated Capital Advisors#4019 · 22 sh | 22 | $23.4K | <0.01% | 0.0% |
| 4020 | Banque de Luxembourg S.A.#4020 · 22 sh | 22 | $23.4K | — | -75.3% |
| 4021 | HFM Investment Advisors#4021 · 21 sh | 21 | $22.4K | <0.01% | +90.9% |
| 4022 | S&T BANK#4022 · 20 sh | 20 | $21.3K | <0.01% | 0.0% |
| 4023 | Estabrook Capital Management#4023 · 20 sh | 20 | $21.3K | <0.01% | 0.0% |
| 4024 | Blume Capital Management#4024 · 20 sh | 20 | $21.3K | — | -33.3% |
| 4025 | Game Plan Financial Advisors#4025 · 20 sh | 20 | $21.3K | <0.01% | 0.0% |
| 4026 | Nova Wealth Management#4026 · 19 sh | 19 | $20.2K | 0.01% | New |
| 4027 | VISION FINANCIAL MARKETS#4027 · 21 sh | 21 | $20.2K | — | 0.0% |
| 4028 | Lipe & Dalton#4028 · 19 sh | 19 | $20.0K | — | 0.0% |
| 4029 | MARSHALL INVESTMENT MANAGEMENT#4029 · 18 sh | 18 | $19.2K | <0.01% | +20.0% |
| 4030 | Persistent Asset Partners Ltd#4030 · 18 sh | 18 | $19.2K | <0.01% | New |
| 4031 | JDM Financial Group#4031 · 17 sh | 17 | $18.1K | <0.01% | 0.0% |
| 4032 | Golden State Equity Partners#4032 · 16 sh | 16 | $17.0K | 0.05% | -99.8% |
| 4033 | Core Capital Management & Research#4033 · 20 sh | 20 | $16.2K | <0.01% | — |
| 4034 | Regents Gate Capital LLP#4034 · 15 sh | 15 | $16.0K | 0.02% | -99.9% |
| 4035 | MJT & Associates Financial Advisory Group#4035 · 14 sh | 14 | $14.9K | — | 0.0% |
| 4036 | Park Square Financial Group#4036 · 13 sh | 13 | $13.8K | 0.13% | -18.8% |
| 4037 | PayPay Securities#4037 · 12 sh | 12 | $12.8K | — | 0.0% |
| 4038 | Fairway Wealth#4038 · 12 sh | 12 | $12.8K | <0.01% | -98.2% |
| 4039 | Holos Integrated Wealth#4039 · 13 sh | 13 | $12.2K | — | 0.0% |
| 4040 | Strategic Advocates#4040 · 11 sh | 11 | $11.7K | 0.05% | +450.0% |
| 4041 | SECURITY NATIONAL BANK OF SO DAK#4041 · 10 sh | 10 | $10.6K | <0.01% | -98.0% |
| 4042 | FIDUCIARY ADVISORS#4042 · 10 sh | 10 | $10.6K | — | New |
| 4043 | Curat Global#4043 · 10 sh | 10 | $10.6K | — | 0.0% |
| 4044 | McCarley & Cook Financial Planners#4044 · 9 sh | 9 | $9.6K | — | 0.0% |
| 4045 | Cornerstone National Bank#4045 · 9 sh | 9 | $8.9K | — | 0.0% |
| 4046 | GILPIN WEALTH MANAGEMENT#4046 · 8 sh | 8 | $8.5K | — | 0.0% |
| 4047 | ISLAY CAPITAL MANAGEMENT#4047 · 8 sh | 8 | $8.5K | — | -11.1% |
| 4048 | Benson Wealth Management#4048 · 8 sh | 8 | $8.5K | <0.01% | 0.0% |
| 4049 | BARD ASSOCIATES#4049 · 7 sh | 7 | $7.5K | <0.01% | New |
| 4050 | Whipplewood Advisors#4050 · 7 sh | 7 | $7.5K | — | -87.7% |
| 4051 | INVESTMENT COUNSEL OF NEVADA#4051 · 6 sh | 6 | $6.4K | 0.01% | New |
| 4052 | Financial Gravity Companies, (FGCO)#4052 · 6 sh | 6 | $6.4K | <0.01% | — |
| 4053 | Cypress Capital Management (WY)#4053 · 6 sh | 6 | $6.4K | <0.01% | 0.0% |
| 4054 | Richard W. Paul & Associates#4054 · 6 sh | 6 | $6.4K | <0.01% | 0.0% |
| 4055 | Navigoe#4055 · 6 sh | 6 | $6.0K | <0.01% | New |
| 4056 | Torren Management#4056 · 5 sh | 5 | $5.5K | <0.01% | 0.0% |
| 4057 | Gordian Capital Singapore Pte Ltd#4057 · 5 sh | 5 | $5.3K | <0.01% | -98.8% |
| 4058 | Seneschal Advisors#4058 · 5 sh | 5 | $5.3K | <0.01% | 0.0% |
| 4059 | Blue Line Capital, / IL#4059 · 5 sh | 5 | $5.3K | <0.01% | New |
| 4060 | Transce3nd#4060 · 5 sh | 5 | $4.8K | — | 0.0% |
| 4061 | Dynamic Wealth Strategies#4061 · 4 sh | 4 | $4.3K | — | +100.0% |
| 4062 | LGT Financial Advisors#4062 · 4 sh | 4 | $4.3K | 0.02% | 0.0% |
| 4063 | WealthCollab#4063 · 4 sh | 4 | $4.3K | <0.01% | 0.0% |
| 4064 | William B. Walkup & Associates#4064 · 4 sh | 4 | $4.3K | <0.01% | New |
| 4065 | Phillip James Consulting#4065 · 4 sh | 4 | $4.3K | <0.01% | 0.0% |
| 4066 | Osbon Capital Management#4066 · 4 sh | 4 | $4.3K | <0.01% | 0.0% |
| 4067 | Battery Global Advisors#4067 · 3 sh | 3 | $3.2K | <0.01% | 0.0% |
| 4068 | Redwood Park Advisors#4068 · 3 sh | 3 | $3.2K | <0.01% | 0.0% |
| 4069 | Three Bearings Fiduciary Advisors#4069 · 3 sh | 3 | $3.2K | <0.01% | 0.0% |
| 4070 | PFS Partners#4070 · 2 sh | 2 | $2.1K | — | 0.0% |
| 4071 | Kings Path Partners#4071 · 2 sh | 2 | $2.1K | — | -96.7% |
| 4072 | NorthAvenue#4072 · 2 sh | 2 | $2.1K | <0.01% | 0.0% |
| 4073 | Montgomery Financial Services#4073 · 2 sh | 2 | $2.1K | <0.01% | — |
| 4074 | VANGUARD ADVISERS#4074 · 2 sh | 2 | $2.1K | 0.00% | New |
| 4075 | PEAK6#4075 · 1 sh | 1 | $1.1K | 0.00% | -50.0% |
| 4076 | MARYLAND CAPITAL ADVISORS#4076 · 1 sh | 1 | $1.1K | — | — |
| 4077 | ROSS\JOHNSON & Associates#4077 · 1 sh | 1 | $1.1K | 0.02% | 0.0% |
| 4078 | Evolution Advisers#4078 · 1 sh | 1 | $1.0K | <0.01% | New |
| 4079 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#4079 · 701,786 sh | 701,786 | — | — | -0.7% |
| 4080 | VESTOR CAPITAL#4080 · 122,835 sh | 122,835 | — | — | +395.3% |
| 4081 | Quantum Portfolio Management#4081 · 282 sh | 282 | — | — | New |
| 4082 | McMill Wealth Management#4082 · 1,417,382 sh | 1,417,382 | — | — | New |
| 4083 | PeakShares#4083 · 1,365 sh | 1,365 | — | — | 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.