CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Clear Trail Advisors#1001 · 7,064 sh | 7,064 | $7.5M | — | -0.6% |
| 1002 | Western Financial#1002 · 7,055 sh | 7,055 | $7.5M | — | +3.1% |
| 1003 | Split Creek DBA Split Creek Capital#1003 · 7,055 sh | 7,055 | $7.5M | 6.94% | -0.5% |
| 1004 | Marathon Wealth Advisors#1004 · 7,050 sh | 7,050 | $7.5M | 2.57% | -0.4% |
| 1005 | LITTLE HOUSE CAPITAL#1005 · 7,038 sh | 7,038 | $7.5M | 1.68% | -3.3% |
| 1006 | Loudon Investment Management#1006 · 7,033 sh | 7,033 | $7.5M | 3.68% | -5.5% |
| 1007 | Meiji Yasuda Asset Management Ltd.#1007 · 7,005 sh | 7,005 | $7.5M | 0.34% | -40.4% |
| 1008 | Sargent Investment Group#1008 · 7,004 sh | 7,004 | $7.5M | 0.90% | +4.7% |
| 1009 | South Dakota Investment Council#1009 · 7,001 sh | 7,001 | $7.5M | 0.13% | 0.0% |
| 1010 | ADIRONDACK#1010 · 6,992 sh | 6,992 | $7.4M | — | -7.5% |
| 1011 | CAPITAL & PLANNING#1011 · 6,983 sh | 6,983 | $7.4M | 3.84% | +0.5% |
| 1012 | Avantax Planning Partners#1012 · 6,977 sh | 6,977 | $7.4M | 0.18% | +1.9% |
| 1013 | QUEST INVESTMENT MANAGEMENT#1013 · 6,968 sh | 6,968 | $7.4M | 0.87% | 0.0% |
| 1014 | LEE JOHNSON CAPITAL MANAGEMENT#1014 · 6,955 sh | 6,955 | $7.4M | 2.32% | +1.9% |
| 1015 | Fulcrum Asset Management LLP#1015 · 7,158 sh | 7,158 | $7.4M | 0.74% | New |
| 1016 | EVOLVE PRIVATE WEALTH#1016 · 6,925 sh | 6,925 | $7.4M | 0.45% | -15.6% |
| 1017 | Field & Main Bank#1017 · 6,925 sh | 6,925 | $7.4M | 1.52% | -3.2% |
| 1018 | Shepherd Financial Partners#1018 · 6,913 sh | 6,913 | $7.4M | 0.60% | +7.6% |
| 1019 | Dorsey & Whitney#1019 · 6,895 sh | 6,895 | $7.3M | 0.36% | -1.2% |
| 1020 | Catalyst Funds Management Pty Ltd#1020 · 6,880 sh | 6,880 | $7.3M | 0.41% | New |
| 1021 | Accurate Wealth Management#1021 · 7,684 sh | 7,684 | $7.3M | — | -6.3% |
| 1022 | Arvest Bank Division#1022 · 6,856 sh | 6,856 | $7.3M | 0.36% | -0.6% |
| 1023 | BECKER CAPITAL MANAGEMENT#1023 · 6,849 sh | 6,849 | $7.3M | 0.20% | -0.3% |
| 1024 | Verdence Capital Advisors#1024 · 6,833 sh | 6,833 | $7.3M | — | -11.1% |
| 1025 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#1025 · 6,811 sh | 6,811 | $7.3M | — | +617.7% |
| 1026 | STALEY CAPITAL ADVISERS#1026 · 6,800 sh | 6,800 | $7.2M | 0.28% | 0.0% |
| 1027 | Schear Investment Advisers#1027 · 6,794 sh | 6,794 | $7.2M | — | +3.4% |
| 1028 | Portfolio Design Labs#1028 · 6,788 sh | 6,788 | $7.2M | 1.19% | +283.7% |
| 1029 | Hillsdale Investment Management#1029 · 6,787 sh | 6,787 | $7.2M | 0.16% | +2.9% |
| 1030 | KLCM Advisors#1030 · 6,786 sh | 6,786 | $7.2M | 0.57% | 0.0% |
| 1031 | Cross Staff Investments#1031 · 6,781 sh | 6,781 | $7.2M | — | 0.0% |
| 1032 | HARBOR CAPITAL ADVISORS#1032 · 6,770 sh | 6,770 | $7.2M | — | +0.7% |
| 1033 | MCF Advisors#1033 · 6,733 sh | 6,733 | $7.2M | 0.26% | +69.0% |
| 1034 | Wilkerson Advisory Group#1034 · 6,724 sh | 6,724 | $7.2M | — | -8.9% |
| 1035 | Brevan Howard Capital Management#1035 · 6,712 sh | 6,712 | $7.1M | 0.05% | -22.3% |
| 1036 | Inspire Advisors#1036 · 6,722 sh | 6,722 | $7.1M | 0.50% | -13.6% |
| 1037 | Kerusso Capital Management#1037 · 6,705 sh | 6,705 | $7.1M | 2.60% | +23.4% |
| 1038 | EAGLE ROCK INVESTMENT COMPANY#1038 · 6,700 sh | 6,700 | $7.1M | — | 0.0% |
| 1039 | RFP Financial Group#1039 · 6,688 sh | 6,688 | $7.1M | 3.19% | +94.3% |
| 1040 | HOWLAND CAPITAL MANAGEMENT#1040 · 6,659 sh | 6,659 | $7.1M | — | -0.4% |
| 1041 | KEYSTONE INVESTORS PTE LTD#1041 · 6,659 sh | 6,659 | $7.1M | 0.38% | — |
| 1042 | B. Riley Wealth Advisors#1042 · 6,835 sh | 6,835 | $7.1M | — | +1.2% |
| 1043 | AMG National Bank#1043 · 6,629 sh | 6,629 | $7.1M | 0.14% | -20.9% |
| 1044 | Guardian Wealth Management#1044 · 6,581 sh | 6,581 | $7.0M | 3.44% | +1.1% |
| 1045 | Generali Investments CEE, investicni spolecnost, a.s.#1045 · 6,577 sh | 6,577 | $7.0M | — | -3.9% |
| 1046 | Nemes Rush Group#1046 · 6,564 sh | 6,564 | $7.0M | 0.58% | -0.4% |
| 1047 | Ignite Planners#1047 · 6,563 sh | 6,563 | $7.0M | — | -4.4% |
| 1048 | Legacy Financial Strategies#1048 · 6,554 sh | 6,554 | $7.0M | — | -4.7% |
| 1049 | Longbow Finance SA#1049 · 6,518 sh | 6,518 | $6.9M | 0.89% | -31.2% |
| 1050 | MB, LEVIS & ASSOCIATES#1050 · 6,512 sh | 6,512 | $6.9M | — | -0.8% |
| 1051 | MONEY CONCEPTS CAPITAL#1051 · 6,452 sh | 6,452 | $6.9M | 0.32% | -17.9% |
| 1052 | Compton Wealth Advisory Group#1052 · 6,930 sh | 6,930 | $6.9M | — | -0.2% |
| 1053 | Focused Wealth Management#1053 · 6,432 sh | 6,432 | $6.8M | 0.60% | -14.4% |
| 1054 | NS Partners Ltd#1054 · 6,377 sh | 6,377 | $6.8M | 0.29% | New |
| 1055 | Precision Wealth Strategies#1055 · 6,368 sh | 6,368 | $6.8M | 2.04% | +15.7% |
| 1056 | PRIVATE NA#1056 · 6,358 sh | 6,358 | $6.8M | — | +1.5% |
| 1057 | Greenfield Savings Bank#1057 · 6,348 sh | 6,348 | $6.8M | — | -1.7% |
| 1058 | Rollins Financial Advisors#1058 · 6,342 sh | 6,342 | $6.8M | 0.89% | +8.4% |
| 1059 | Cambridge Advisors#1059 · 6,337 sh | 6,337 | $6.7M | — | -3.6% |
| 1060 | Virtu Financial#1060 · 6,328 sh | 6,328 | $6.7M | 0.21% | New |
| 1061 | NewEdge Wealth#1061 · 6,274 sh | 6,274 | $6.7M | 0.07% | +10.5% |
| 1062 | Southeast Asset Advisors#1062 · 6,269 sh | 6,269 | $6.7M | 0.68% | 0.0% |
| 1063 | 1900 WEALTH MANAGEMENT#1063 · 6,263 sh | 6,263 | $6.7M | — | +12.7% |
| 1064 | DONALDSON CAPITAL MANAGEMENT#1064 · 6,248 sh | 6,248 | $6.7M | 0.19% | +53.1% |
| 1065 | Cottage Street Advisors#1065 · 6,267 sh | 6,267 | $6.6M | — | -4.2% |
| 1066 | Vectors Research Management#1066 · 6,233 sh | 6,233 | $6.6M | 1.73% | +1.0% |
| 1067 | WEATHERLY ASSET MANAGEMENT L. P.#1067 · 6,231 sh | 6,231 | $6.6M | — | +4.4% |
| 1068 | Vantage Point Financial#1068 · 6,230 sh | 6,230 | $6.6M | 2.02% | +0.6% |
| 1069 | BNP PARIBAS#1069 · 6,365 sh | 6,365 | $6.6M | 0.18% | -53.0% |
| 1070 | AdvisorNet Financial#1070 · 6,219 sh | 6,219 | $6.6M | — | -3.1% |
| 1071 | JBR Financial Management#1071 · 6,205 sh | 6,205 | $6.6M | — | -0.8% |
| 1072 | Old Mission Investment#1072 · 6,179 sh | 6,179 | $6.6M | — | -15.3% |
| 1073 | K.J. Harrison & Partners#1073 · 6,175 sh | 6,175 | $6.6M | 0.93% | -18.4% |
| 1074 | Hixon Zuercher#1074 · 6,162 sh | 6,162 | $6.6M | — | -35.3% |
| 1075 | COURIER CAPITAL#1075 · 6,161 sh | 6,161 | $6.6M | — | -3.0% |
| 1076 | Triangle Securities Wealth Management#1076 · 6,161 sh | 6,161 | $6.6M | — | -3.0% |
| 1077 | CRAWFORD INVESTMENT COUNSEL#1077 · 6,150 sh | 6,150 | $6.5M | 0.11% | -0.5% |
| 1078 | Nan Shan Life Insurance , Ltd.#1078 · 6,149 sh | 6,149 | $6.5M | 0.21% | New |
| 1079 | Ellis Investment Partners#1079 · 6,148 sh | 6,148 | $6.5M | — | +2.0% |
| 1080 | IFC Advisors#1080 · 6,145 sh | 6,145 | $6.5M | 0.83% | -5.9% |
| 1081 | Massachusetts Wealth Management#1081 · 6,141 sh | 6,141 | $6.5M | — | -0.1% |
| 1082 | Umpqua Bank#1082 · 6,115 sh | 6,115 | $6.5M | 1.46% | -2.0% |
| 1083 | Verition Fund Management#1083 · 6,101 sh | 6,101 | $6.5M | <0.01% | +22.2% |
| 1084 | Allegheny Financial Group LTD#1084 · 6,086 sh | 6,086 | $6.5M | 0.69% | -3.7% |
| 1085 | Bernard Wealth Management#1085 · 6,033 sh | 6,033 | $6.4M | 2.37% | -3.4% |
| 1086 | BRIDGES INVESTMENT MANAGEMENT#1086 · 6,029 sh | 6,029 | $6.4M | 0.08% | +1.3% |
| 1087 | SEIZERT CAPITAL PARTNERS#1087 · 6,023 sh | 6,023 | $6.4M | 0.26% | 0.0% |
| 1088 | Fisher Funds Management LTD#1088 · 6,023 sh | 6,023 | $6.4M | — | -39.9% |
| 1089 | Berkshire Bank#1089 · 6,009 sh | 6,009 | $6.4M | 1.22% | -5.1% |
| 1090 | Frank, Rimerman Advisors#1090 · 6,001 sh | 6,001 | $6.4M | — | +0.7% |
| 1091 | NWAM#1091 · 5,995 sh | 5,995 | $6.4M | 0.32% | +9.1% |
| 1092 | Clear Street Group#1092 · 5,984 sh | 5,984 | $6.4M | 0.02% | New |
| 1093 | BRADY FAMILY WEALTH#1093 · 5,978 sh | 5,978 | $6.4M | 1.84% | -1.5% |
| 1094 | OSBORNE PARTNERS CAPITAL MANAGEMENT#1094 · 5,970 sh | 5,970 | $6.4M | 0.35% | -2.8% |
| 1095 | Cove Private Wealth#1095 · 5,968 sh | 5,968 | $6.4M | 1.23% | +28.7% |
| 1096 | Investment Advisors#1096 · 5,966 sh | 5,966 | $6.4M | — | -0.4% |
| 1097 | FIRST MANHATTAN#1097 · 5,942 sh | 5,942 | $6.3M | 0.02% | -0.4% |
| 1098 | MILESTONE ASSET MANAGEMENT#1098 · 5,933 sh | 5,933 | $6.3M | — | -14.2% |
| 1099 | Cornerstone Planning#1099 · 5,926 sh | 5,926 | $6.3M | 1.46% | -0.2% |
| 1100 | Harvest Fund Management , Ltd#1100 · 5,911 sh | 5,911 | $6.3M | 0.21% | 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.