CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Alight Capital Management#1201 · 5,000 sh | 5,000 | $5.3M | 0.75% | -50.0% |
| 1202 | Gryphon Financial Partners#1202 · 5,000 sh | 5,000 | $5.3M | 0.47% | +22.5% |
| 1203 | E Fund Management , Ltd.#1203 · 4,998 sh | 4,998 | $5.3M | 0.12% | +1.7% |
| 1204 | CAPITAL INTERNATIONAL LTD#1204 · 4,986 sh | 4,986 | $5.3M | 0.17% | -69.2% |
| 1205 | Qtron Investments#1205 · 4,951 sh | 4,951 | $5.3M | 0.70% | -14.0% |
| 1206 | United Bank#1206 · 4,949 sh | 4,949 | $5.3M | 1.60% | +0.7% |
| 1207 | Ledyard National Bank#1207 · 4,946 sh | 4,946 | $5.3M | — | -55.4% |
| 1208 | NEXT CENTURY GROWTH INVESTORS#1208 · 4,932 sh | 4,932 | $5.3M | 0.28% | -29.5% |
| 1209 | HOLLENCREST SECURITIES#1209 · 4,929 sh | 4,929 | $5.2M | 0.34% | +260.8% |
| 1210 | Q3 Asset Management#1210 · 4,913 sh | 4,913 | $5.2M | 0.96% | New |
| 1211 | VAQUERO PRIVATE WEALTH, LTD#1211 · 4,890 sh | 4,890 | $5.2M | 1.07% | — |
| 1212 | TIAA Wealth Investment Management#1212 · 4,887 sh | 4,887 | $5.2M | 0.03% | +5.1% |
| 1213 | Elite Wealth Management#1213 · 4,882 sh | 4,882 | $5.2M | 1.54% | +89.8% |
| 1214 | Pallas Capital Advisors#1214 · 4,875 sh | 4,875 | $5.2M | 0.16% | +0.5% |
| 1215 | ARBOR WEALTH ADVISORS#1215 · 4,871 sh | 4,871 | $5.2M | 2.09% | -5.0% |
| 1216 | PRECEDENT WEALTH PARTNERS#1216 · 4,871 sh | 4,871 | $5.2M | — | +9.4% |
| 1217 | Harbor Group#1217 · 4,869 sh | 4,869 | $5.2M | — | -0.2% |
| 1218 | BAHL & GAYNOR#1218 · 4,859 sh | 4,859 | $5.2M | 0.02% | -0.4% |
| 1219 | Stanley-Laman Group, Ltd.#1219 · 4,839 sh | 4,839 | $5.2M | — | 0.0% |
| 1220 | Journey Advisory Group#1220 · 4,838 sh | 4,838 | $5.2M | 0.39% | +2.4% |
| 1221 | Myriad Asset Management Advisors#1221 · 4,836 sh | 4,836 | $5.2M | 1.22% | -19.1% |
| 1222 | Perkins Coie#1222 · 4,828 sh | 4,828 | $5.1M | — | -9.2% |
| 1223 | BENEDICT FINANCIAL ADVISORS#1223 · 4,826 sh | 4,826 | $5.1M | — | -2.1% |
| 1224 | WESTPAC BANKING#1224 · 4,802 sh | 4,802 | $5.1M | 0.31% | -19.0% |
| 1225 | PRINCETON CAPITAL MANAGEMENT#1225 · 4,801 sh | 4,801 | $5.1M | 1.15% | 0.0% |
| 1226 | guardian investment management#1226 · 4,800 sh | 4,800 | $5.1M | — | 0.0% |
| 1227 | Haverford#1227 · 4,792 sh | 4,792 | $5.1M | 0.04% | +4.1% |
| 1228 | THOMPSON SIEGEL & WALMSLEY#1228 · 4,790 sh | 4,790 | $5.1M | 0.09% | -16.3% |
| 1229 | CERTUITY#1229 · 4,773 sh | 4,773 | $5.1M | 0.25% | -2.9% |
| 1230 | MASTERINVEST Kapitalanlage GmbH#1230 · 4,772 sh | 4,772 | $5.1M | 0.44% | -9.1% |
| 1231 | Rossmore Private Capital#1231 · 4,759 sh | 4,759 | $5.1M | 0.41% | +0.1% |
| 1232 | Vision Retirement#1232 · 4,753 sh | 4,753 | $5.1M | 1.22% | +5.5% |
| 1233 | WBH ADVISORY#1233 · 4,745 sh | 4,745 | $5.1M | 0.34% | -2.7% |
| 1234 | Delta Investment Management#1234 · 4,743 sh | 4,743 | $5.1M | 0.83% | +19.2% |
| 1235 | CFM WEALTH PARTNERS#1235 · 4,738 sh | 4,738 | $5.0M | 0.64% | -1.0% |
| 1236 | Glen Eagle Advisors#1236 · 4,714 sh | 4,714 | $5.0M | 0.63% | -0.2% |
| 1237 | Cooper Financial Group#1237 · 4,694 sh | 4,694 | $5.0M | — | +8.0% |
| 1238 | EPG Wealth Management#1238 · 4,685 sh | 4,685 | $5.0M | 1.20% | -0.3% |
| 1239 | Atlas Brown#1239 · 4,680 sh | 4,680 | $5.0M | — | -2.5% |
| 1240 | EDMOND DE ROTHSCHILD HOLDING S.A.#1240 · 4,677 sh | 4,677 | $5.0M | 0.07% | +16.7% |
| 1241 | Westover Capital Advisors#1241 · 4,676 sh | 4,676 | $5.0M | — | 0.0% |
| 1242 | FULTON BANK, N.A.#1242 · 4,676 sh | 4,676 | $5.0M | — | +12.4% |
| 1243 | Apollon Financial#1243 · 4,662 sh | 4,662 | $5.0M | — | +0.1% |
| 1244 | RESOURCES MANAGEMENT /CT#1244 · 4,650 sh | 4,650 | $5.0M | 0.62% | -4.7% |
| 1245 | BECK CAPITAL MANAGEMENT#1245 · 4,622 sh | 4,622 | $4.9M | 0.91% | +4.0% |
| 1246 | CAPITAL ADVISORS#1246 · 4,618 sh | 4,618 | $4.9M | 0.07% | +5.6% |
| 1247 | Csenge Advisory Group#1247 · 4,610 sh | 4,610 | $4.9M | 0.20% | -4.4% |
| 1248 | West Branch Capital#1248 · 4,606 sh | 4,606 | $4.9M | — | +2.9% |
| 1249 | Patriot Financial Group Insurance Agency#1249 · 4,599 sh | 4,599 | $4.9M | — | -48.7% |
| 1250 | RS CRUM#1250 · 4,589 sh | 4,589 | $4.9M | — | +3.6% |
| 1251 | Pinnacle West Asset Management#1251 · 4,586 sh | 4,586 | $4.9M | 3.37% | -1.4% |
| 1252 | Valmark Advisers#1252 · 4,580 sh | 4,580 | $4.9M | 0.05% | -0.6% |
| 1253 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#1253 · 4,573 sh | 4,573 | $4.9M | 3.83% | 0.0% |
| 1254 | Krilogy Financial#1254 · 4,572 sh | 4,572 | $4.9M | — | -3.6% |
| 1255 | SCS Capital Management#1255 · 4,569 sh | 4,569 | $4.9M | 0.05% | -8.0% |
| 1256 | Quintet Private Bank (Europe) S.A.#1256 · 4,565 sh | 4,565 | $4.9M | — | -2.0% |
| 1257 | Carnegie Investment Counsel#1257 · 4,563 sh | 4,563 | $4.9M | — | +15.2% |
| 1258 | New Republic Capital#1258 · 4,563 sh | 4,563 | $4.9M | 1.12% | +120.8% |
| 1259 | DB&C Advisors#1259 · 4,562 sh | 4,562 | $4.9M | — | +0.1% |
| 1260 | Norway Savings Bank#1260 · 4,557 sh | 4,557 | $4.9M | — | -4.8% |
| 1261 | LOM Asset Management Ltd#1261 · 4,531 sh | 4,531 | $4.8M | 1.25% | -17.9% |
| 1262 | BOSTON FAMILY OFFICE#1262 · 4,528 sh | 4,528 | $4.8M | 0.29% | -0.7% |
| 1263 | RKL Wealth Management#1263 · 4,521 sh | 4,521 | $4.8M | — | +3.2% |
| 1264 | LSV ASSET MANAGEMENT#1264 · 4,517 sh | 4,517 | $4.8M | <0.01% | 0.0% |
| 1265 | LAWOOD#1265 · 4,507 sh | 4,507 | $4.8M | — | -8.1% |
| 1266 | PLATINUM INVESTMENT MANAGEMENT LTD#1266 · 4,500 sh | 4,500 | $4.8M | 1.18% | -47.1% |
| 1267 | Wealth Alliance Advisory Group#1267 · 4,490 sh | 4,490 | $4.8M | — | +17.6% |
| 1268 | FIRST FOUNDATION ADVISORS#1268 · 4,478 sh | 4,478 | $4.8M | 0.17% | +9.1% |
| 1269 | Point#1269 · 4,478 sh | 4,478 | $4.8M | 0.40% | +4.9% |
| 1270 | SS&H Financial Advisors#1270 · 4,475 sh | 4,475 | $4.8M | 1.22% | — |
| 1271 | Old West Investment Management#1271 · 4,458 sh | 4,458 | $4.7M | 0.50% | 0.0% |
| 1272 | FLAGSHIP HARBOR ADVISORS#1272 · 4,448 sh | 4,448 | $4.7M | — | +0.2% |
| 1273 | Emprise Bank#1273 · 4,445 sh | 4,445 | $4.7M | — | -1.0% |
| 1274 | Wolff Financial Management#1274 · 4,440 sh | 4,440 | $4.7M | — | -10.3% |
| 1275 | Essex Savings Bank#1275 · 4,440 sh | 4,440 | $4.7M | — | -11.3% |
| 1276 | DIAMANT ASSET MANAGEMENT#1276 · 4,433 sh | 4,433 | $4.7M | 3.21% | -99.9% |
| 1277 | MOKAN Wealth Management#1277 · 4,406 sh | 4,406 | $4.7M | 1.80% | +2.8% |
| 1278 | Azimuth Capital Investment Management#1278 · 4,415 sh | 4,415 | $4.7M | 0.16% | -56.7% |
| 1279 | Ellenbecker Investment Group#1279 · 4,396 sh | 4,396 | $4.7M | 0.54% | -12.6% |
| 1280 | Total Clarity Wealth Management#1280 · 4,389 sh | 4,389 | $4.7M | — | -3.9% |
| 1281 | BURKE & HERBERT BANK#1281 · 4,387 sh | 4,387 | $4.7M | 1.16% | -0.2% |
| 1282 | Hardy Reed#1282 · 4,378 sh | 4,378 | $4.7M | 0.30% | +2.9% |
| 1283 | Facet Wealth#1283 · 4,373 sh | 4,373 | $4.7M | 0.07% | +29.8% |
| 1284 | SIMON QUICK ADVISORS#1284 · 4,372 sh | 4,372 | $4.7M | — | +2.0% |
| 1285 | Perfromance Wealth Partners#1285 · 4,362 sh | 4,362 | $4.6M | 0.12% | +79.1% |
| 1286 | G&S Capital#1286 · 4,359 sh | 4,359 | $4.6M | — | -3.1% |
| 1287 | Investment Research & Advisory Group#1287 · 4,335 sh | 4,335 | $4.6M | — | +0.9% |
| 1288 | Acorn Wealth Advisors#1288 · 4,335 sh | 4,335 | $4.6M | — | +2.8% |
| 1289 | Oak Asset Management#1289 · 4,332 sh | 4,332 | $4.6M | — | -1.3% |
| 1290 | AlphaCore Capital#1290 · 4,331 sh | 4,331 | $4.6M | 0.08% | +10.0% |
| 1291 | Weaver Capital Management#1291 · 6,491 sh | 6,491 | $4.6M | — | 0.0% |
| 1292 | IronBridge Private Wealth#1292 · 4,318 sh | 4,318 | $4.6M | 1.51% | -3.3% |
| 1293 | TICINO WEALTH#1293 · 4,318 sh | 4,318 | $4.6M | — | +1.4% |
| 1294 | CIGNA INVESTMENTS#1294 · 4,316 sh | 4,316 | $4.6M | — | -2.3% |
| 1295 | Great Diamond Partners#1295 · 4,300 sh | 4,300 | $4.6M | — | -0.6% |
| 1296 | SIT INVESTMENT ASSOCIATES#1296 · 4,300 sh | 4,300 | $4.6M | 0.09% | 0.0% |
| 1297 | Widmann Financial Services#1297 · 4,300 sh | 4,300 | $4.6M | 2.46% | -1.7% |
| 1298 | 180 WEALTH ADVISORS#1298 · 4,293 sh | 4,293 | $4.6M | 0.46% | +2.7% |
| 1299 | Frec Markets#1299 · 4,281 sh | 4,281 | $4.6M | 0.41% | +59.7% |
| 1300 | Camarda Financial Advisors#1300 · 4,280 sh | 4,280 | $4.6M | 1.38% | +64.3% |
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.