CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 3)
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 201 to 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 201–300 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | XPONANCE#201 · 122,094 sh | 122,094 | $130.0M | 0.80% | +42.8% |
| 202 | BLAIR WILLIAM#202 · 121,522 sh | 121,522 | $129.4M | 0.34% | +2.5% |
| 203 | NOMURA#203 · 120,838 sh | 120,838 | $128.7M | 0.15% | +869.7% |
| 204 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#204 · 119,896 sh | 119,896 | $127.7M | 0.18% | -69.2% |
| 205 | Jupiter Topco#205 · 119,462 sh | 119,462 | $127.2M | 0.05% | — |
| 206 | BALYASNY ASSET MANAGEMENT L.P.#206 · 119,098 sh | 119,098 | $126.8M | 0.16% | -49.6% |
| 207 | STATE TREASURER STATE OF MICHIGAN#207 · 117,972 sh | 117,972 | $125.6M | — | -9.0% |
| 208 | Employees Retirement System of Texas#208 · 114,114 sh | 114,114 | $121.5M | 0.97% | +85.7% |
| 209 | WEALTH ENHANCEMENT ADVISORY SERVICES#209 · 182,074 sh | 182,074 | $120.5M | — | +5.0% |
| 210 | Groupe la Francaise#210 · 111,680 sh | 111,680 | $118.1M | 0.73% | +106.0% |
| 211 | WILEY BROS.-AINTREE CAPITAL#211 · 110,167 sh | 110,167 | $117.6M | 0.48% | +1.8% |
| 212 | PINNACLE ASSOCIATES LTD#212 · 110,066 sh | 110,066 | $117.2M | — | -0.9% |
| 213 | JENNISON ASSOCIATES#213 · 109,244 sh | 109,244 | $116.3M | 0.07% | -15.9% |
| 214 | QRG CAPITAL MANAGEMENT#214 · 108,049 sh | 108,049 | $115.1M | 0.94% | +12.6% |
| 215 | Gotham Asset Management#215 · 105,101 sh | 105,101 | $111.9M | 0.26% | -10.2% |
| 216 | IFM Investors Pty Ltd#216 · 105,075 sh | 105,075 | $111.9M | — | +10.4% |
| 217 | HERITAGE INVESTORS MANAGEMENT#217 · 104,402 sh | 104,402 | $111.2M | 3.08% | -10.3% |
| 218 | CAPITAL FUND MANAGEMENT S.A.#218 · 104,146 sh | 104,146 | $110.9M | 0.49% | +29.5% |
| 219 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#219 · 101,732 sh | 101,732 | $108.3M | 0.53% | -6.1% |
| 220 | Clark Capital Management Group#220 · 101,595 sh | 101,595 | $108.2M | 0.59% | -9.6% |
| 221 | BRADLEY FOSTER & SARGENT#221 · 100,822 sh | 100,822 | $107.4M | 1.52% | -2.7% |
| 222 | Woodline Partners#222 · 100,798 sh | 100,798 | $107.3M | 0.33% | +10.5% |
| 223 | Paralel Advisors#223 · 100,000 sh | 100,000 | $106.5M | 4.11% | 0.0% |
| 224 | Wesleyan Assurance Society#224 · 99,679 sh | 99,679 | $106.1M | 5.36% | -0.7% |
| 225 | MEYER HANDELMAN#225 · 98,242 sh | 98,242 | $104.6M | 2.96% | -6.0% |
| 226 | MIRAE ASSET GLOBAL ETFS Ltd.#226 · 98,218 sh | 98,218 | $104.1M | 0.12% | +10.4% |
| 227 | Prospera Financial Services#227 · 97,568 sh | 97,568 | $103.9M | 1.51% | +2.2% |
| 228 | VAN ECK ASSOCIATES#228 · 97,286 sh | 97,286 | $103.6M | 0.06% | -17.2% |
| 229 | BROWN ADVISORY#229 · 96,807 sh | 96,807 | $103.1M | 0.16% | +10.5% |
| 230 | GABELLI FUNDS#230 · 96,182 sh | 96,182 | $102.4M | 0.65% | -8.9% |
| 231 | PINEBRIDGE INVESTMENTS#231 · 95,344 sh | 95,344 | $101.5M | 0.84% | +17.2% |
| 232 | RWA WEALTH PARTNERS#232 · 94,652 sh | 94,652 | $100.8M | 0.97% | -4.6% |
| 233 | Waverly Advisors#233 · 94,324 sh | 94,324 | $100.4M | 0.58% | -9.5% |
| 234 | S#234 · 94,076 sh | 94,076 | $100.2M | 5.79% | -4.8% |
| 235 | GATEWAY INVESTMENT ADVISERS#235 · 92,976 sh | 92,976 | $99.0M | — | -29.6% |
| 236 | AMALGAMATED BANK#236 · 92,658 sh | 92,658 | $98.7M | — | +3.5% |
| 237 | Cresset Asset Management#237 · 91,417 sh | 91,417 | $97.4M | 0.35% | -4.5% |
| 238 | Capital International#238 · 90,941 sh | 90,941 | $96.8M | 0.68% | -16.1% |
| 239 | Beacon Pointe Advisors#239 · 90,687 sh | 90,687 | $96.6M | 0.45% | -3.5% |
| 240 | Mesirow Financial Investment Management#240 · 89,291 sh | 89,291 | $95.1M | 1.49% | -0.7% |
| 241 | VIRGINIA RETIREMENT SYSTEMS ET Al#241 · 89,264 sh | 89,264 | $95.1M | 0.36% | +99.4% |
| 242 | BI Asset Management Fondsmaeglerselskab A/S#242 · 87,055 sh | 87,055 | $92.7M | — | -9.0% |
| 243 | Busey Wealth Management#243 · 86,659 sh | 86,659 | $92.3M | — | -4.1% |
| 244 | Steward Partners Investment Advisory#244 · 86,006 sh | 86,006 | $91.6M | 0.47% | -10.6% |
| 245 | Walleye Capital#245 · 85,858 sh | 85,858 | $91.4M | 0.33% | +759.6% |
| 246 | OLD REPUBLIC INTERNATIONAL#246 · 85,500 sh | 85,500 | $90.6M | — | 0.0% |
| 247 | Vanguard Personalized Indexing Management#247 · 84,762 sh | 84,762 | $90.3M | 0.74% | +4.5% |
| 248 | Federation des caisses Desjardins du Quebec#248 · 84,327 sh | 84,327 | $89.8M | 0.27% | +37.5% |
| 249 | Vontobel Holding Ltd.#249 · 83,551 sh | 83,551 | $89.0M | — | +0.5% |
| 250 | MACQUARIE GROUP LTD#250 · 83,172 sh | 83,172 | $88.5M | 0.38% | +63.7% |
| 251 | NOMURA ASSET MANAGEMENT INTERNATIONAL#251 · 82,481 sh | 82,481 | $87.8M | 0.13% | +234.6% |
| 252 | OFI INVEST ASSET MANAGEMENT#252 · 93,536 sh | 93,536 | $87.7M | 0.88% | +49.9% |
| 253 | FORT WASHINGTON INVESTMENT ADVISORS#253 · 82,247 sh | 82,247 | $87.6M | — | -18.3% |
| 254 | Allworth Financial#254 · 79,655 sh | 79,655 | $84.8M | 0.36% | -5.6% |
| 255 | TOCQUEVILLE ASSET MANAGEMENT L.P.#255 · 79,281 sh | 79,281 | $84.4M | 1.12% | -0.4% |
| 256 | COUNTRY BANK#256 · 78,146 sh | 78,146 | $83.2M | 1.46% | +7.9% |
| 257 | D.A. DAVIDSON#257 · 77,686 sh | 77,686 | $82.7M | 0.46% | -3.3% |
| 258 | Clearstead Advisors#258 · 77,286 sh | 77,286 | $82.3M | 0.78% | -16.2% |
| 259 | Lido Advisors#259 · 76,670 sh | 76,670 | $81.6M | 0.22% | -1.0% |
| 260 | Wealthfront Advisers#260 · 76,480 sh | 76,480 | $81.4M | 0.16% | +2.3% |
| 261 | Vest Financial#261 · 76,066 sh | 76,066 | $81.0M | — | -20.3% |
| 262 | Aware Super Pty Ltd as trustee of Aware Super#262 · 75,743 sh | 75,743 | $80.7M | 1.14% | -1.2% |
| 263 | NEOS Investment Management#263 · 75,223 sh | 75,223 | $80.1M | 0.30% | +11.6% |
| 264 | COMMERZBANK AKTIENGESELLSCHAFT#264 · 75,042 sh | 75,042 | $79.9M | 1.60% | -33.6% |
| 265 | PUBLIC SECTOR PENSION INVESTMENT BOARD#265 · 74,176 sh | 74,176 | $79.0M | 0.20% | -0.6% |
| 266 | Varma Mutual Pension Insurance#266 · 74,116 sh | 74,116 | $78.9M | 0.42% | -3.0% |
| 267 | Rakuten Investment Management#267 · 75,605 sh | 75,605 | $78.1M | 0.23% | +9.3% |
| 268 | Empowered Funds#268 · 72,272 sh | 72,272 | $77.0M | 0.41% | -4.0% |
| 269 | OPPENHEIMER#269 · 71,470 sh | 71,470 | $76.1M | — | -0.1% |
| 270 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#270 · 69,783 sh | 69,783 | $74.3M | 0.47% | +8.2% |
| 271 | CREDIT AGRICOLE S A#271 · 69,299 sh | 69,299 | $73.8M | 0.15% | -59.3% |
| 272 | Utah Retirement Systems#272 · 68,969 sh | 68,969 | $73.4M | 0.70% | -8.4% |
| 273 | Advisors Capital Management#273 · 68,734 sh | 68,734 | $73.2M | 0.77% | -5.4% |
| 274 | Pathstone#274 · 68,433 sh | 68,433 | $73.1M | 0.21% | +5.7% |
| 275 | Police & Firemen's Retirement System of New Jersey#275 · 68,246 sh | 68,246 | $72.7M | 0.55% | -4.3% |
| 276 | UMB Bank, n.a.#276 · 68,125 sh | 68,125 | $72.5M | 0.92% | -1.1% |
| 277 | Union Bancaire Privee, UBP SA#277 · 65,464 sh | 65,464 | $72.3M | 0.79% | +23.4% |
| 278 | Ausdal Financial Partners#278 · 67,574 sh | 67,574 | $72.0M | 2.81% | -0.7% |
| 279 | Inspire Investing#279 · 67,536 sh | 67,536 | $71.9M | — | +45.1% |
| 280 | MARCO INVESTMENT MANAGEMENT#280 · 67,255 sh | 67,255 | $71.6M | 4.71% | -3.4% |
| 281 | Equitable#281 · 66,556 sh | 66,556 | $70.9M | 0.27% | +84.0% |
| 282 | REGIONS FINANCIAL#282 · 66,531 sh | 66,531 | $70.8M | 0.42% | -1.5% |
| 283 | Ilmarinen Mutual Pension Insurance#283 · 65,500 sh | 65,500 | $69.8M | 0.47% | -4.8% |
| 284 | Private Advisor Group#284 · 65,219 sh | 65,219 | $69.5M | 0.32% | -22.8% |
| 285 | MAI Capital Management#285 · 65,076 sh | 65,076 | $69.3M | 0.26% | +12.5% |
| 286 | NEW YORK LIFE INVESTMENT MANAGEMENT#286 · 64,152 sh | 64,152 | $68.3M | 0.48% | -0.7% |
| 287 | PEAPACK GLADSTONE FINANCIAL#287 · 64,086 sh | 64,086 | $68.2M | 0.78% | -1.8% |
| 288 | FACTORY MUTUAL INSURANCE#288 · 64,000 sh | 64,000 | $68.2M | 0.64% | -0.2% |
| 289 | NISSAY ASSET MANAGEMENT /JAPAN#289 · 63,656 sh | 63,656 | $67.8M | 0.29% | +2.5% |
| 290 | Badgley Phelps Wealth Managers#290 · 63,457 sh | 63,457 | $67.6M | — | +4.7% |
| 291 | LEVIN CAPITAL STRATEGIES, L.P.#291 · 63,309 sh | 63,309 | $67.4M | 4.52% | -1.7% |
| 292 | SCOTIA CAPITAL#292 · 63,204 sh | 63,204 | $67.3M | 0.25% | -1.8% |
| 293 | B. Metzler seel. Sohn & AG#293 · 62,731 sh | 62,731 | $66.8M | 0.58% | +4.3% |
| 294 | Artisan Partners Limited Partnership#294 · 62,605 sh | 62,605 | $66.7M | 0.11% | -58.2% |
| 295 | YOUSIF CAPITAL MANAGEMENT#295 · 62,531 sh | 62,531 | $66.6M | — | -9.5% |
| 296 | Main Street Research#296 · 61,759 sh | 61,759 | $65.8M | 3.10% | +1.1% |
| 297 | ASR Vermogensbeheer N.V.#297 · 61,741 sh | 61,741 | $65.7M | — | +9.1% |
| 298 | OSSIAM#298 · 61,630 sh | 61,630 | $65.6M | 0.87% | New |
| 299 | VAUGHAN DAVID INVESTMENTS#299 · 61,062 sh | 61,062 | $65.0M | 1.29% | -7.5% |
| 300 | OPPENHEIMER ASSET MANAGEMENT#300 · 60,788 sh | 60,788 | $64.7M | 0.67% | +0.8% |
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.