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CATERPILLAR INC
NYSE·Industrials·Farm & Heavy Construction Machinery

Filed Q3 2026 · holdings as of Q2 2026 end

Holders
1,879
New Buyers
198
Added
656
Net Buy Value
$6.78B

Institutions Buying in Q2 2026TOP 20

Institutions that bought CATERPILLAR INC during Q2 2026 · filed Q3 2026

Holders
1,879
Buyers
854
Net Buy Value
$6.78B
#InstitutionHoldingTrade
1
Curated Wealth Partners LLC
Curated Wealth Partners LLC
$913M+$913M
2
AEGON ASSET MANAGEMENT UK PLC
AEGON ASSET MANAGEMENT UK PLC
$50M+$50M
3
ADAMS DIVERSIFIED EQUITY FUND, INC.
ADAMS DIVERSIFIED EQUITY FUND, INC.
$34M+$34M
4
J.W. COLE ADVISORS, INC.
J.W. COLE ADVISORS, INC.
$24M+$24M
5
FFG Partners, LLC
FFG Partners, LLC
$15M+$15M
6
SEAVIEW INVESTMENT MANAGERS LLC
SEAVIEW INVESTMENT MANAGERS LLC
$10M+$10M
7
Heritage Wealth Management, Inc.
Heritage Wealth Management, Inc.
$6M+$6M
8
VAQUERO PRIVATE WEALTH, LTD
VAQUERO PRIVATE WEALTH, LTD
$5M+$5M
9
Hudson Canyon Capital Management
Hudson Canyon Capital Management
$3M+$3M
10
FOCUS Wealth Advisors, LLC
FOCUS Wealth Advisors, LLC
$2M+$2M
11
Almanack Investment Partners, LLC.
Almanack Investment Partners, LLC.
$2M+$2M
12
Sawyer & Company, Inc
Sawyer & Company, Inc
$2M+$2M
13
PRAIRIE ADVISORY, LLC
PRAIRIE ADVISORY, LLC
$2M+$2M
14
WealthCare Asset Management, LLC
WealthCare Asset Management, LLC
$2M+$2M
15
Park Edge Advisors, LLC
Park Edge Advisors, LLC
$1M+$1M
16
PETRA FINANCIAL ADVISORS INC
PETRA FINANCIAL ADVISORS INC
$1M+$1M
17
Evanson Financial, LLC
Evanson Financial, LLC
$1M+$1M
18
Navigate Wealth Management, LLC
Navigate Wealth Management, LLC
$1M+$1M
19
Lake Hills Wealth Management, LLC
Lake Hills Wealth Management, LLC
$987K+$987K
20
Kesler, Norman & Wride, LLC
Kesler, Norman & Wride, LLC
$968K+$968K

Top 20 institutions by trade size