CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 10)
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 901 to 1,000. 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 901–1,000 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Churchill Financial Advisors#901 · 8,768 sh | 8,768 | $9.3M | — | 0.0% |
| 902 | STUDIO INVESTMENT MANAGEMENT#902 · 8,767 sh | 8,767 | $9.3M | — | -15.1% |
| 903 | BURNEY#903 · 8,756 sh | 8,756 | $9.3M | — | -2.9% |
| 904 | LOWE BROCKENBROUGH#904 · 8,720 sh | 8,720 | $9.3M | 0.41% | -17.5% |
| 905 | OGOREK ANTHONY JOSEPH /NY#905 · 8,711 sh | 8,711 | $9.3M | 2.30% | -33.7% |
| 906 | ASAHI LIFE ASSET MANAGEMENT , LTD.#906 · 8,701 sh | 8,701 | $9.3M | 5.24% | -4.2% |
| 907 | Titan Wealth (CI) Ltd#907 · 8,695 sh | 8,695 | $9.3M | 3.44% | -10.3% |
| 908 | Foundations Investment Advisors#908 · 8,693 sh | 8,693 | $9.3M | 0.10% | +13.0% |
| 909 | PROFUND ADVISORS#909 · 8,661 sh | 8,661 | $9.2M | 0.25% | -0.4% |
| 910 | Viewpoint Capital Management#910 · 8,650 sh | 8,650 | $9.2M | 4.69% | -32.4% |
| 911 | CUMBERLAND ADVISORS#911 · 8,640 sh | 8,640 | $9.2M | 3.24% | -9.1% |
| 912 | ACORN FINANCIAL ADVISORY SERVICES#912 · 8,619 sh | 8,619 | $9.2M | 1.22% | +2314.3% |
| 913 | Capital Group Private Client Services#913 · 8,616 sh | 8,616 | $9.2M | 0.13% | +29.2% |
| 914 | Evercore Wealth Management#914 · 8,582 sh | 8,582 | $9.1M | 0.13% | -3.5% |
| 915 | Fairfield Financial Advisors, LTD#915 · 8,575 sh | 8,575 | $9.1M | — | +5.8% |
| 916 | CULLEN INVESTMENT GROUP, LTD.#916 · 8,562 sh | 8,562 | $9.1M | — | -0.3% |
| 917 | Palisade Asset Management#917 · 8,465 sh | 8,465 | $9.0M | 0.83% | -1.1% |
| 918 | Hartford Financial Management#918 · 8,452 sh | 8,452 | $9.0M | — | -5.5% |
| 919 | Mill Capital Management#919 · 8,408 sh | 8,408 | $9.0M | — | -0.6% |
| 920 | CLUNE & ASSOCIATES, LTD.#920 · 8,373 sh | 8,373 | $8.9M | — | -0.3% |
| 921 | MONETARY MANAGEMENT GROUP#921 · 8,372 sh | 8,372 | $8.9M | 1.83% | +8.2% |
| 922 | Brendel Financial Advisors#922 · 8,356 sh | 8,356 | $8.9M | 4.12% | -3.6% |
| 923 | Wealthspire Advisors#923 · 8,342 sh | 8,342 | $8.9M | 0.05% | +25.9% |
| 924 | Baldwin Investment Management#924 · 8,327 sh | 8,327 | $8.9M | 0.86% | +3.6% |
| 925 | Parcion Private Wealth#925 · 8,312 sh | 8,312 | $8.9M | 0.49% | -0.3% |
| 926 | Pinnacle Wealth Management Advisory Group#926 · 8,247 sh | 8,247 | $8.8M | — | +6.6% |
| 927 | United Capital Management of KS#927 · 8,236 sh | 8,236 | $8.8M | 1.15% | -2.4% |
| 928 | Nordwand Advisors#928 · 8,230 sh | 8,230 | $8.8M | 1.34% | -4.8% |
| 929 | HBK Sorce Advisory#929 · 10,048 sh | 10,048 | $8.8M | 0.17% | -0.3% |
| 930 | LIBERTY ONE INVESTMENT MANAGEMENT#930 · 8,199 sh | 8,199 | $8.7M | 0.87% | -27.8% |
| 931 | Cornerstone Wealth Group#931 · 8,186 sh | 8,186 | $8.7M | 0.52% | -4.4% |
| 932 | FLORIDA FINANCIAL ADVISORS#932 · 8,147 sh | 8,147 | $8.7M | 1.47% | +37.9% |
| 933 | River Street Advisors#933 · 8,133 sh | 8,133 | $8.7M | — | -1.5% |
| 934 | Tower Research Capital (TRC)#934 · 8,132 sh | 8,132 | $8.7M | 0.21% | -2.8% |
| 935 | V-Square Quantitative Management#935 · 8,120 sh | 8,120 | $8.6M | — | -5.6% |
| 936 | Hudock#936 · 8,106 sh | 8,106 | $8.6M | — | -2.1% |
| 937 | Great Lakes Retirement#937 · 8,103 sh | 8,103 | $8.6M | — | +1.0% |
| 938 | Concord Asset Management#938 · 8,092 sh | 8,092 | $8.6M | 1.33% | -5.4% |
| 939 | First Dallas Securities#939 · 8,087 sh | 8,087 | $8.6M | 2.85% | -6.5% |
| 940 | TCG Advisory Services#940 · 8,080 sh | 8,080 | $8.6M | 0.15% | +24.6% |
| 941 | Buckley Wealth Management#941 · 8,020 sh | 8,020 | $8.5M | 2.11% | -10.3% |
| 942 | BOCHK Asset Management Ltd#942 · 8,010 sh | 8,010 | $8.5M | 1.35% | +103.3% |
| 943 | COZAD ASSET MANAGEMENT#943 · 8,008 sh | 8,008 | $8.5M | 0.55% | 0.0% |
| 944 | Kovack Advisors#944 · 8,311 sh | 8,311 | $8.5M | 0.41% | +8.3% |
| 945 | B & T Capital Management DBA Alpha Capital Management#945 · 8,000 sh | 8,000 | $8.5M | 1.11% | -2.9% |
| 946 | Genus Capital Management#946 · 8,000 sh | 8,000 | $8.5M | 0.84% | +11.1% |
| 947 | CALDWELL SUTTER CAPITAL#947 · 7,994 sh | 7,994 | $8.5M | 3.21% | -2.3% |
| 948 | ST GERMAIN D J#948 · 7,959 sh | 7,959 | $8.5M | 0.30% | +0.6% |
| 949 | SYON CAPITAL#949 · 7,899 sh | 7,899 | $8.4M | 0.37% | +2.1% |
| 950 | WRIGHT INVESTORS SERVICE#950 · 7,895 sh | 7,895 | $8.4M | 2.30% | -19.1% |
| 951 | Tradewinds#951 · 4,778 sh | 4,778 | $8.4M | 1.89% | -37.9% |
| 952 | MILLENNIUM MANAGEMENT#952 · 7,857 sh | 7,857 | $8.4M | <0.01% | -92.0% |
| 953 | STONEBRIDGE CAPITAL MANAGEMENT#953 · 7,849 sh | 7,849 | $8.4M | 4.03% | -18.8% |
| 954 | Graham Capital Management, L.P.#954 · 7,824 sh | 7,824 | $8.3M | 0.15% | +24.2% |
| 955 | Granite Investment Partners#955 · 7,820 sh | 7,820 | $8.3M | 0.43% | +1.8% |
| 956 | Cornell Pochily Investment Advisors#956 · 7,800 sh | 7,800 | $8.3M | — | -4.9% |
| 957 | Capital Asset Advisory Services#957 · 7,777 sh | 7,777 | $8.3M | 0.30% | -1.5% |
| 958 | 1ST SOURCE BANK#958 · 7,766 sh | 7,766 | $8.3M | 0.37% | -17.2% |
| 959 | Western Wealth Management#959 · 7,760 sh | 7,760 | $8.3M | 0.27% | +5.3% |
| 960 | CWA Asset Management Group#960 · 7,727 sh | 7,727 | $8.2M | — | -4.4% |
| 961 | Valley Brook Capital Group#961 · 7,723 sh | 7,723 | $8.2M | — | +1.7% |
| 962 | PETREDIS INVESTMENT ADVISORS#962 · 7,719 sh | 7,719 | $8.2M | — | -0.1% |
| 963 | OARSMAN CAPITAL#963 · 7,683 sh | 7,683 | $8.2M | 0.87% | -0.6% |
| 964 | Legacy Bridge#964 · 7,679 sh | 7,679 | $8.2M | 2.53% | +0.1% |
| 965 | Gladstone Institutional Advisory#965 · 7,673 sh | 7,673 | $8.2M | 0.26% | -4.2% |
| 966 | Mount Yale Investment Advisors#966 · 7,660 sh | 7,660 | $8.2M | 0.15% | +16.6% |
| 967 | ALERUS FINANCIAL NA#967 · 7,613 sh | 7,613 | $8.1M | 0.35% | -12.1% |
| 968 | Nelson, Van Denburg & Campbell Wealth Management Group#968 · 7,544 sh | 7,544 | $8.0M | — | -25.5% |
| 969 | Smartleaf Asset Management#969 · 7,750 sh | 7,750 | $8.0M | 0.26% | 0.0% |
| 970 | Pine Valley Investments Ltd Liability#970 · 7,518 sh | 7,518 | $8.0M | 0.32% | +2.6% |
| 971 | Hanson & Doremus Investment Management#971 · 7,512 sh | 7,512 | $8.0M | — | -1.0% |
| 972 | Sava Infond d.o.o.#972 · 7,500 sh | 7,500 | $8.0M | 0.57% | +100.0% |
| 973 | Old Port Advisors#973 · 7,489 sh | 7,489 | $8.0M | — | +0.9% |
| 974 | Exchange Bank#974 · 7,472 sh | 7,472 | $8.0M | — | 0.0% |
| 975 | Modera Wealth Management#975 · 7,448 sh | 7,448 | $7.9M | 0.08% | +7.0% |
| 976 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#976 · 7,447 sh | 7,447 | $7.9M | — | -2.8% |
| 977 | Phoenix Financial Ltd.#977 · 7,433 sh | 7,433 | $7.9M | 0.05% | -4.9% |
| 978 | Huntleigh Advisors#978 · 7,408 sh | 7,408 | $7.9M | 1.10% | +7.9% |
| 979 | EVERGREEN CAPITAL MANAGEMENT#979 · 7,383 sh | 7,383 | $7.9M | — | -5.9% |
| 980 | Boltwood Capital Management#980 · 7,359 sh | 7,359 | $7.8M | — | -2.8% |
| 981 | Bridgewater Associates#981 · 7,329 sh | 7,329 | $7.8M | 0.03% | -91.1% |
| 982 | Capital Management Associates#982 · 7,312 sh | 7,312 | $7.8M | — | +1.1% |
| 983 | BDF-GESTION#983 · 7,255 sh | 7,255 | $7.8M | — | -10.1% |
| 984 | Tyche Wealth Partners#984 · 7,284 sh | 7,284 | $7.8M | 1.09% | -1.1% |
| 985 | Global Asset Management#985 · 7,256 sh | 7,256 | $7.7M | — | -6.0% |
| 986 | Ameritas Investment Partners#986 · 7,256 sh | 7,256 | $7.7M | 0.21% | -13.0% |
| 987 | GABLES CAPITAL MANAGEMENT#987 · 7,250 sh | 7,250 | $7.7M | 2.79% | 0.0% |
| 988 | Murphy, Middleton, Hinkle & Parker#988 · 7,211 sh | 7,211 | $7.7M | — | 0.0% |
| 989 | Global Wealth Management Investment Advisory#989 · 7,204 sh | 7,204 | $7.7M | 1.09% | -12.5% |
| 990 | Asset One Wealth Management#990 · 8,385 sh | 8,385 | $7.7M | 0.81% | +0.7% |
| 991 | Fruth Investment Management#991 · 7,188 sh | 7,188 | $7.7M | — | -0.6% |
| 992 | Robbins Farley#992 · 7,177 sh | 7,177 | $7.6M | — | -25.2% |
| 993 | GAMCO INVESTORS, ET AL#993 · 7,176 sh | 7,176 | $7.6M | 0.07% | +2.0% |
| 994 | Keel Point#994 · 7,154 sh | 7,154 | $7.6M | 0.45% | +102.6% |
| 995 | DT Investment Partners#995 · 7,148 sh | 7,148 | $7.6M | — | +0.6% |
| 996 | Advisory Alpha#996 · 7,135 sh | 7,135 | $7.6M | 0.19% | +18.1% |
| 997 | Argent Advisors#997 · 7,133 sh | 7,133 | $7.6M | 1.90% | -1.7% |
| 998 | SUMITOMO LIFE INSURANCE#998 · 7,130 sh | 7,130 | $7.6M | 0.12% | -5.5% |
| 999 | World Investment Advisors#999 · 10,424 sh | 10,424 | $7.6M | 0.13% | -12.8% |
| 1000 | Radnor Capital Management#1000 · 7,091 sh | 7,091 | $7.6M | — | -15.2% |
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.