At Holdings Channel, we have reviewed the latest batch of the 48 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Caterpillar Inc. (Symbol: CAT) was held by 26 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in CAT positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Waycross Investment Management Co
NEW
+250+$266Christensen King & Associates Investment Services Inc.
Existing
UNCH+$125Antonelli Financial Advisors LLC
Existing
UNCH+$268Salem Investment Counselors Inc.
Existing
–181+$17,245Signature Estate & Investment Advisors LLC
Existing
–172+$480BayBridge Capital Group LLC
Existing
–1,095+$389Plancorp LLC
Existing
+777+$1,823Longview Financial Advisors LLC
Existing
–387–$6QRG Capital Management Inc.
Existing
+12,132+$47,109B. Riley Wealth Advisors Inc.
Existing
+84+$2,556Successful Portfolios LLC
Existing
–9+$180Addenda Capital Inc.
Existing
UNCH+$6,701Triangle Securities Wealth Management
Existing
–192+$2,060Hoese & Co LLP
NEW
+325+$346Fisher Funds Management LTD
Existing
–4,000–$686Oxinas Partners LLC
Existing
+16+$207Octavia Wealth Advisors LLC
Existing
–23+$161Northstar Advisory Group LLC
Existing
–1,880–$424Mountain Capital Investment Advisors Inc.
NEW
+254+$270Kirr Marbach & Co. LLC IN
Existing
UNCH+$157Jacobson & Schmitt Advisors LLC
NEW
+250+$266Westhampton Capital LLC
Existing
–100+$1,373Seaview Investment Managers LLC
NEW
+9,538+$10,157Curbstone Financial Management Corp
Existing
+970+$1,455Barlow Wealth Partners LLC
Existing
UNCH+$298Congress Park Capital LLC
Existing
–370+$171Aggregate Change:
+16,187+$92,947
In terms of shares owned, we count 5 of the above funds having increased existing CAT positions from 03/31/2026 to 06/30/2026, with 11 having decreased their positions and 5 new positions. Worth noting is that DLK Investment Management LLC, included in this recent batch of 13F filers, exited CAT common stock as of 06/30/2026.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the CAT share count in the aggregate among all of the funds which held CAT at the 06/30/2026 reporting period (out of the 730 we looked at in total). We then compared that number to the sum total of CAT shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for CAT. We found that between these two periods, funds increased their holdings by 230,672 shares in the aggregate, from 1,611,079 up to 1,841,751 for a share count increase of approximately 14.32%. The overall top three funds holding CAT on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Caterpillar Inc. (Symbol: CAT).
