CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. 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 101–200 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Baird Financial Group#101 · 300,443 sh | 300,443 | $319.9M | 0.44% | -2.1% |
| 102 | Rockefeller Capital Management L.P.#102 · 298,639 sh | 298,639 | $318.0M | 0.49% | +1.5% |
| 103 | BANK OF NOVA SCOTIA#103 · 294,412 sh | 294,412 | $313.5M | 0.47% | -13.8% |
| 104 | Cetera Investment Advisers#104 · 292,059 sh | 292,059 | $311.0M | 0.28% | -1.3% |
| 105 | SEI INVESTMENTS#105 · 290,919 sh | 290,919 | $309.8M | 0.27% | +39.0% |
| 106 | JONES FINANCIAL COMPANIES LLLP#106 · 307,274 sh | 307,274 | $306.7M | 0.12% | +33.8% |
| 107 | ZACKS INVESTMENT MANAGEMENT#107 · 285,444 sh | 285,444 | $304.0M | 2.16% | -31.8% |
| 108 | Focus Partners Wealth#108 · 285,159 sh | 285,159 | $303.6M | 0.31% | -15.6% |
| 109 | Janney Montgomery Scott#109 · 284,923 sh | 284,923 | $303.4M | 0.59% | -1.5% |
| 110 | AGF MANAGEMENT LTD#110 · 284,409 sh | 284,409 | $302.9M | 1.18% | -0.4% |
| 111 | Alphinity Investment Management Pty Ltd#111 · 283,348 sh | 283,348 | $301.7M | 5.02% | -19.4% |
| 112 | Cerity Partners#112 · 279,238 sh | 279,238 | $297.3M | 0.36% | +1.4% |
| 113 | Universal- Beteiligungs- und Servicegesellschaft mbH#113 · 281,908 sh | 281,908 | $294.5M | 0.45% | -0.2% |
| 114 | COMMERCE BANK#114 · 270,388 sh | 270,388 | $287.9M | 1.26% | +4.2% |
| 115 | NORDEA INVESTMENT MANAGEMENT AB#115 · 264,718 sh | 264,718 | $282.6M | 0.23% | -3.1% |
| 116 | FIL Ltd#116 · 264,010 sh | 264,010 | $281.1M | 0.20% | +3.2% |
| 117 | Mitsubishi UFJ & Banking#117 · 256,848 sh | 256,848 | $273.5M | 0.60% | -4.2% |
| 118 | SG Americas Securities#118 · 252,162 sh | 252,162 | $268.5M | 0.15% | -17.4% |
| 119 | STATE OF WISCONSIN INVESTMENT BOARD#119 · 248,082 sh | 248,082 | $264.2M | 0.53% | -2.3% |
| 120 | DANSKE BANK A/S#120 · 244,864 sh | 244,864 | $260.8M | 0.52% | +17.1% |
| 121 | Zurcher Kantonalbank (Zurich Cantonalbank)#121 · 244,746 sh | 244,746 | $260.6M | 0.50% | -5.1% |
| 122 | ROYAL LONDON ASSET MANAGEMENT LTD#122 · 243,317 sh | 243,317 | $259.1M | 0.48% | -2.2% |
| 123 | NATIONAL BANK OF CANADA#123 · 242,726 sh | 242,726 | $258.3M | 0.18% | -13.4% |
| 124 | KEYBANK NATIONAL ASSOCIATION#124 · 236,765 sh | 236,765 | $252.1M | 0.83% | -2.0% |
| 125 | CAPTRUST FINANCIAL ADVISORS#125 · 236,355 sh | 236,355 | $251.7M | 0.38% | +12.9% |
| 126 | Russell Investments Group, Ltd.#126 · 235,664 sh | 235,664 | $250.2M | 0.22% | +17.0% |
| 127 | JANE STREET GROUP#127 · 234,892 sh | 234,892 | $250.1M | 0.02% | +619.7% |
| 128 | Bollard Group#128 · 234,170 sh | 234,170 | $249.4M | 7.59% | +2.2% |
| 129 | KBC Group NV#129 · 231,511 sh | 231,511 | $246.5M | — | +1.0% |
| 130 | Retirement Systems of Alabama#130 · 230,879 sh | 230,879 | $245.9M | 0.74% | -0.9% |
| 131 | Toroso Investments#131 · 228,796 sh | 228,796 | $243.6M | 0.42% | +15.6% |
| 132 | Ensign Peak Advisors#132 · 227,255 sh | 227,255 | $242.0M | 0.40% | -1.8% |
| 133 | Chevy Chase#133 · 226,408 sh | 226,408 | $241.1M | 0.62% | -2.9% |
| 134 | Vanguard Investments Australia, Ltd.#134 · 222,477 sh | 222,477 | $236.9M | 0.59% | +2.0% |
| 135 | Alecta Tjanstepension Omsesidigt#135 · 219,600 sh | 219,600 | $233.8M | 0.98% | -11.6% |
| 136 | DekaBank Deutsche Girozentrale#136 · 326,603 sh | 326,603 | $230.5M | 0.39% | 0.0% |
| 137 | Swedbank AB#137 · 215,096 sh | 215,096 | $229.1M | 0.20% | +4.0% |
| 138 | Cambridge Investment Research Advisors#138 · 214,076 sh | 214,076 | $228.0M | 0.51% | +1.6% |
| 139 | NewEdge Advisors#139 · 212,215 sh | 212,215 | $226.0M | 0.67% | New |
| 140 | Rathbones Group PLC#140 · 211,108 sh | 211,108 | $224.8M | 0.83% | -8.9% |
| 141 | Kestra Advisory Services#141 · 208,164 sh | 208,164 | $221.7M | 0.72% | -5.2% |
| 142 | MENORA MIVTACHIM LTD.#142 · 207,500 sh | 207,500 | $221.0M | 0.86% | 0.0% |
| 143 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#143 · 207,310 sh | 207,310 | $220.8M | 0.02% | -14.1% |
| 144 | Handelsbanken Fonder AB#144 · 205,152 sh | 205,152 | $218.5M | 0.62% | +59.6% |
| 145 | Treasurer of the State of North Carolina#145 · 199,374 sh | 199,374 | $212.3M | 0.55% | +0.6% |
| 146 | M&T BANK#146 · 196,206 sh | 196,206 | $208.9M | 0.61% | +4.5% |
| 147 | 1832 Asset Management L.P.#147 · 194,962 sh | 194,962 | $207.6M | 0.10% | +0.4% |
| 148 | Daiwa Securities Group#148 · 194,149 sh | 194,149 | $206.7M | 0.40% | +11.2% |
| 149 | TORONTO DOMINION BANK#149 · 193,657 sh | 193,657 | $206.2M | 0.24% | +30.2% |
| 150 | AustralianSuper Pty Ltd#150 · 189,616 sh | 189,616 | $201.9M | 0.87% | +571.4% |
| 151 | TEACHER RETIREMENT SYSTEM OF TEXAS#151 · 189,582 sh | 189,582 | $201.9M | 0.54% | +6.0% |
| 152 | MERCER GLOBAL ADVISORS#152 · 189,337 sh | 189,337 | $201.6M | 0.25% | +20.8% |
| 153 | Sequoia Financial Advisors#153 · 188,272 sh | 188,272 | $200.5M | 1.00% | +5.3% |
| 154 | TRUIST FINANCIAL#154 · 184,451 sh | 184,451 | $196.4M | 0.23% | -11.8% |
| 155 | Swiss Life Asset Management Ltd#155 · 183,734 sh | 183,734 | $195.7M | 0.81% | -3.8% |
| 156 | TD Waterhouse Canada#156 · 194,396 sh | 194,396 | $192.8M | — | +8.6% |
| 157 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#157 · 180,921 sh | 180,921 | $192.7M | 0.10% | +2.3% |
| 158 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#158 · 180,688 sh | 180,688 | $192.4M | 0.66% | +48.7% |
| 159 | FAYEZ SAROFIM#159 · 179,790 sh | 179,790 | $191.5M | 0.45% | +163.7% |
| 160 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#160 · 179,718 sh | 179,718 | $191.4M | 0.56% | -7.0% |
| 161 | Nykredit A/S#161 · 179,284 sh | 179,284 | $190.9M | 0.60% | — |
| 162 | Robeco Institutional Asset Management B.V.#162 · 178,121 sh | 178,121 | $189.7M | — | +36.0% |
| 163 | ATALANTA SOSNOFF CAPITAL#163 · 176,008 sh | 176,008 | $187.4M | 3.30% | +23.7% |
| 164 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#164 · 175,084 sh | 175,084 | $186.4M | — | -6.7% |
| 165 | WESTFIELD CAPITAL MANAGEMENT#165 · 174,620 sh | 174,620 | $186.0M | 0.61% | +440.2% |
| 166 | TWO SIGMA INVESTMENTS#166 · 171,574 sh | 171,574 | $182.7M | 0.13% | -15.0% |
| 167 | Empower Advisory Group#167 · 171,332 sh | 171,332 | $182.5M | 0.44% | -0.3% |
| 168 | Polar Capital Plc#168 · 167,175 sh | 167,175 | $178.0M | 0.42% | +15.0% |
| 169 | NISA INVESTMENT ADVISORS#169 · 162,826 sh | 162,826 | $173.4M | — | -2.9% |
| 170 | CIBC WORLD MARKET#170 · 161,547 sh | 161,547 | $172.0M | 0.28% | -4.0% |
| 171 | State of Tennessee, Treasury Department#171 · 161,321 sh | 161,321 | $171.8M | 0.51% | -2.3% |
| 172 | BNP Paribas Asset Management Holding S.A.#172 · 156,246 sh | 156,246 | $166.4M | 0.17% | -43.3% |
| 173 | STRS OHIO#173 · 155,449 sh | 155,449 | $165.5M | 0.62% | -6.8% |
| 174 | FIRST ADVISORS#174 · 154,020 sh | 154,020 | $164.0M | 0.10% | +0.6% |
| 175 | State of New Jersey Common Pension Fund D#175 · 150,411 sh | 150,411 | $160.2M | 0.55% | -6.6% |
| 176 | Calamos Advisors#176 · 150,261 sh | 150,261 | $160.0M | 0.53% | +11.6% |
| 177 | Tredje AP-fonden#177 · 144,911 sh | 144,911 | $154.3M | 0.70% | +11.9% |
| 178 | Midwest#178 · 142,243 sh | 142,243 | $151.5M | — | -8.7% |
| 179 | Temasek (Private) Ltd#179 · 140,673 sh | 140,673 | $149.8M | 0.40% | +167.7% |
| 180 | Lansforsakringar Fondforvaltning AB (publ)#180 · 139,794 sh | 139,794 | $148.9M | 0.67% | -5.5% |
| 181 | Resona Asset Management ,Ltd.#181 · 140,484 sh | 140,484 | $148.6M | 0.70% | -8.5% |
| 182 | Zurich Insurance Group Ltd#182 · 138,646 sh | 138,646 | $147.6M | 1.02% | +15.7% |
| 183 | Mirae Asset Global Investments , Ltd.#183 · 138,332 sh | 138,332 | $147.3M | 0.22% | +6.4% |
| 184 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#184 · 134,492 sh | 134,492 | $143.2M | 0.20% | +91.5% |
| 185 | MML INVESTORS SERVICES#185 · 134,132 sh | 134,132 | $142.8M | 0.29% | +8.6% |
| 186 | Banco Santander, S.A.#186 · 133,742 sh | 133,742 | $142.4M | 0.89% | +10.5% |
| 187 | HUNTINGTON NATIONAL BANK#187 · 132,993 sh | 132,993 | $141.6M | 0.69% | -2.3% |
| 188 | Mediolanum International Funds Ltd#188 · 136,412 sh | 136,412 | $140.9M | 1.21% | +20.2% |
| 189 | Czech National Bank#189 · 131,102 sh | 131,102 | $139.6M | — | +3.5% |
| 190 | Arizona State Retirement System#190 · 129,108 sh | 129,108 | $137.5M | 0.69% | +0.7% |
| 191 | Allianz Asset Management GmbH#191 · 173,270 sh | 173,270 | $137.2M | 0.12% | -14.6% |
| 192 | SEB Asset Management AB#192 · 127,876 sh | 127,876 | $136.2M | 0.51% | +5.1% |
| 193 | CIBC Asset Management#193 · 127,048 sh | 127,048 | $135.3M | 0.30% | +5.0% |
| 194 | ACADIAN ASSET MANAGEMENT#194 · 127,025 sh | 127,025 | $135.3M | 0.16% | -22.5% |
| 195 | LAZARD ASSET MANAGEMENT#195 · 126,876 sh | 126,876 | $135.1M | 0.20% | +103.5% |
| 196 | D. E. Shaw#196 · 124,461 sh | 124,461 | $132.5M | 0.06% | +133.1% |
| 197 | O'SHAUGHNESSY ASSET MANAGEMENT#197 · 124,100 sh | 124,100 | $132.2M | 0.61% | -9.8% |
| 198 | Sanctuary Advisors#198 · 123,693 sh | 123,693 | $131.7M | 0.61% | -2.8% |
| 199 | MetLife Investment Management#199 · 123,114 sh | 123,114 | $131.1M | 0.59% | +10.7% |
| 200 | WORLDQUANT MILLENNIUM ADVISORS#200 · 122,579 sh | 122,579 | $130.5M | 0.45% | +83.3% |
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.