CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | HARBOUR INVESTMENTS#401 · 37,977 sh | 37,977 | $40.4M | 0.54% | +1.4% |
| 402 | Atwater Malick#402 · 37,866 sh | 37,866 | $40.3M | — | -0.4% |
| 403 | CULBERTSON A N#403 · 37,820 sh | 37,820 | $40.3M | — | -4.7% |
| 404 | IEQ CAPITAL#404 · 37,710 sh | 37,710 | $40.2M | 0.19% | +18.5% |
| 405 | CLIFFORD SWAN INVESTMENT COUNSEL#405 · 37,571 sh | 37,571 | $40.0M | 1.28% | -0.6% |
| 406 | Clear Harbor Asset Management#406 · 37,448 sh | 37,448 | $39.9M | 2.46% | -1.5% |
| 407 | CITIZENS FINANCIAL GROUP#407 · 37,369 sh | 37,369 | $39.8M | — | +3.4% |
| 408 | Kepler Cheuvreux (Suisse) SA#408 · 37,181 sh | 37,181 | $39.6M | — | +21.4% |
| 409 | KING LUTHER CAPITAL MANAGEMENT#409 · 37,034 sh | 37,034 | $39.4M | 0.16% | -2.3% |
| 410 | KESTRA PRIVATE WEALTH SERVICES#410 · 37,023 sh | 37,023 | $39.4M | 0.43% | -5.1% |
| 411 | Summit Financial#411 · 37,003 sh | 37,003 | $39.4M | 0.43% | +0.4% |
| 412 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#412 · 36,669 sh | 36,669 | $39.0M | 0.27% | -1.0% |
| 413 | PANAGORA ASSET MANAGEMENT#413 · 36,548 sh | 36,548 | $38.9M | 0.12% | +210.1% |
| 414 | Prime Capital Investment Advisors#414 · 36,374 sh | 36,374 | $38.7M | — | +22.8% |
| 415 | Elo Mutual Pension Insurance#415 · 36,253 sh | 36,253 | $38.6M | 0.50% | +61.3% |
| 416 | Gulf International Bank (UK) Ltd#416 · 36,242 sh | 36,242 | $38.6M | — | +0.2% |
| 417 | LYELL WEALTH MANAGEMENT#417 · 36,103 sh | 36,103 | $38.4M | 2.36% | -2.4% |
| 418 | BOKF, NA#418 · 35,958 sh | 35,958 | $38.3M | 0.53% | +25.0% |
| 419 | Pacer Advisors#419 · 35,646 sh | 35,646 | $38.0M | 0.10% | New |
| 420 | CENTRAL#420 · 35,266 sh | 35,266 | $37.6M | 0.68% | -1.0% |
| 421 | ALLIANZ SE#421 · 35,209 sh | 35,209 | $37.5M | 0.40% | -4.3% |
| 422 | Capital Investment Advisors#422 · 35,169 sh | 35,169 | $37.5M | — | -1.3% |
| 423 | FIRST NATIONAL#423 · 35,011 sh | 35,011 | $37.3M | 1.27% | -14.6% |
| 424 | EP Wealth Advisors#424 · 34,715 sh | 34,715 | $37.0M | 0.14% | +54.9% |
| 425 | Turtle Creek Wealth Advisors#425 · 34,662 sh | 34,662 | $36.9M | — | +2.4% |
| 426 | LEE DANNER & BASS#426 · 33,931 sh | 33,931 | $36.1M | 2.08% | -6.5% |
| 427 | Dai-ichi Life Insurance Company, Ltd#427 · 33,517 sh | 33,517 | $35.7M | 0.83% | +4.4% |
| 428 | Valeo Financial Advisors#428 · 33,191 sh | 33,191 | $35.3M | — | +50.2% |
| 429 | Meridian Wealth Management#429 · 33,139 sh | 33,139 | $35.3M | 1.09% | +1.1% |
| 430 | SOROS CAPITAL MANAGEMENT#430 · 32,800 sh | 32,800 | $34.9M | 6.25% | +98.8% |
| 431 | JAMISON PRIVATE WEALTH MANAGEMENT#431 · 32,765 sh | 32,765 | $34.9M | — | -0.6% |
| 432 | Quilter Plc#432 · 32,701 sh | 32,701 | $34.8M | — | -4.1% |
| 433 | Norinchukin Bank, The#433 · 32,691 sh | 32,691 | $34.8M | 0.34% | -10.7% |
| 434 | PARK AVENUE SECURITIES#434 · 32,641 sh | 32,641 | $34.8M | — | +8.4% |
| 435 | PITTENGER & ANDERSON#435 · 32,619 sh | 32,619 | $34.7M | 1.24% | -2.7% |
| 436 | SlateStone Wealth#436 · 32,129 sh | 32,129 | $34.2M | 2.62% | -6.3% |
| 437 | ADAMS DIVERSIFIED EQUITY FUND#437 · 32,000 sh | 32,000 | $34.1M | — | New |
| 438 | JACOBS#438 · 31,867 sh | 31,867 | $33.9M | — | -6.2% |
| 439 | EAGLE GLOBAL ADVISORS#439 · 31,587 sh | 31,587 | $33.6M | 1.11% | 0.0% |
| 440 | MISSION WEALTH MANAGEMENT#440 · 31,425 sh | 31,425 | $33.5M | — | +211.8% |
| 441 | Independent Advisor Alliance#441 · 31,375 sh | 31,375 | $33.4M | 0.78% | -2.3% |
| 442 | CUTLER INVESTMENT COUNSEL#442 · 30,925 sh | 30,925 | $32.9M | 3.10% | -18.2% |
| 443 | Freestone Capital#443 · 30,915 sh | 30,915 | $32.9M | 0.85% | +3.9% |
| 444 | ABN AMRO INVESTMENT SOLUTIONS#444 · 30,796 sh | 30,796 | $32.8M | — | +18.8% |
| 445 | Horizon Investments#445 · 30,577 sh | 30,577 | $32.5M | 0.34% | +33.8% |
| 446 | Harvest Portfolios Group#446 · 30,465 sh | 30,465 | $32.4M | 0.46% | -25.5% |
| 447 | Union Bankshares#447 · 30,372 sh | 30,372 | $32.3M | 0.54% | +6.9% |
| 448 | Allspring Global Investments#448 · 32,457 sh | 32,457 | $32.2M | 0.05% | -1.7% |
| 449 | iA Global Asset Management#449 · 30,128 sh | 30,128 | $32.1M | 0.38% | -13.5% |
| 450 | Telemark Asset Management#450 · 30,000 sh | 30,000 | $31.9M | 2.31% | 0.0% |
| 451 | Stockman Wealth Management#451 · 29,686 sh | 29,686 | $31.6M | 3.27% | -12.4% |
| 452 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#452 · 29,516 sh | 29,516 | $31.4M | — | -2.1% |
| 453 | Illinois Municipal Retirement Fund#453 · 29,437 sh | 29,437 | $31.3M | 0.35% | +8.9% |
| 454 | Kentucky Retirement Systems#454 · 29,232 sh | 29,232 | $31.1M | 0.77% | -44.4% |
| 455 | LS Investment Advisors#455 · 29,101 sh | 29,101 | $31.0M | — | -2.5% |
| 456 | Wealth High Governance Asset Management Ltda.#456 · 28,960 sh | 28,960 | $30.8M | 3.28% | New |
| 457 | WHITTIER OF NEVADA#457 · 32,644 sh | 32,644 | $30.7M | 0.57% | -2.5% |
| 458 | Trexquant Investment#458 · 28,498 sh | 28,498 | $30.3M | 0.18% | New |
| 459 | Vinva Investment Management Ltd#459 · 29,344 sh | 29,344 | $30.3M | 0.20% | +49.3% |
| 460 | Crossmark Global#460 · 27,898 sh | 27,898 | $29.7M | — | +4.2% |
| 461 | Drexel Morgan#461 · 27,886 sh | 27,886 | $29.7M | 4.13% | 0.0% |
| 462 | Simplicity Wealth#462 · 27,639 sh | 27,639 | $29.4M | — | +578.1% |
| 463 | EXCHANGE TRADED CONCEPTS#463 · 27,397 sh | 27,397 | $29.2M | 0.13% | +7.9% |
| 464 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#464 · 27,092 sh | 27,092 | $28.9M | 0.09% | -0.8% |
| 465 | Erste Asset Management GmbH#465 · 27,844 sh | 27,844 | $28.8M | 0.22% | -11.4% |
| 466 | BLB&B Advisors#466 · 27,011 sh | 27,011 | $28.8M | 1.05% | -1.3% |
| 467 | KANAWHA CAPITAL MANAGEMENT#467 · 26,940 sh | 26,940 | $28.7M | — | -1.6% |
| 468 | Banque Cantonale Vaudoise#468 · 26,812 sh | 26,812 | $28.6M | 1.11% | -3.7% |
| 469 | AMERICAN NATIONAL BANK#469 · 26,712 sh | 26,712 | $28.4M | — | -1.8% |
| 470 | Voleon Capital Management#470 · 26,520 sh | 26,520 | $28.2M | 0.51% | +27.7% |
| 471 | Independent Wealth Network#471 · 26,505 sh | 26,505 | $28.2M | — | +1.5% |
| 472 | Bleakley Financial Group#472 · 26,321 sh | 26,321 | $28.0M | 0.36% | +7.8% |
| 473 | Fifth Third Wealth Advisors#473 · 26,284 sh | 26,284 | $28.0M | — | +9.4% |
| 474 | MidFirst Bank#474 · 26,232 sh | 26,232 | $27.9M | 1.98% | +0.5% |
| 475 | CAPITOLIS LIQUID GLOBAL MARKETS#475 · 26,208 sh | 26,208 | $27.9M | 0.12% | -73.4% |
| 476 | Miracle Mile Advisors#476 · 26,010 sh | 26,010 | $27.7M | 0.32% | +4.1% |
| 477 | COLDSTREAM CAPITAL MANAGEMENT#477 · 25,922 sh | 25,922 | $27.6M | 0.35% | -5.8% |
| 478 | KINGSWOOD WEALTH ADVISORS#478 · 25,613 sh | 25,613 | $27.3M | — | +20.0% |
| 479 | Simmons Bank#479 · 25,528 sh | 25,528 | $27.2M | 1.55% | -2.8% |
| 480 | INSIGNEO ADVISORY SERVICES#480 · 25,517 sh | 25,517 | $27.2M | 1.02% | +462.7% |
| 481 | HARTFORD INVESTMENT MANAGEMENT#481 · 25,455 sh | 25,455 | $27.1M | 0.77% | -4.0% |
| 482 | SHELTON CAPITAL MANAGEMENT#482 · 25,395 sh | 25,395 | $27.0M | 0.50% | -17.8% |
| 483 | Sigma Planning#483 · 25,189 sh | 25,189 | $26.8M | — | +12.2% |
| 484 | FRED ALGER MANAGEMENT#484 · 25,156 sh | 25,156 | $26.8M | 0.09% | -64.1% |
| 485 | Apollon Wealth Management#485 · 25,125 sh | 25,125 | $26.8M | — | +3.2% |
| 486 | Ameritas Advisory Services#486 · 25,083 sh | 25,083 | $26.7M | 0.54% | +93.0% |
| 487 | FARMERS & MERCHANTS INVESTMENTS#487 · 25,053 sh | 25,053 | $26.7M | — | -2.5% |
| 488 | Trifecta Capital Advisors#488 · 25,019 sh | 25,019 | $26.6M | — | -0.9% |
| 489 | Symmetry Investments#489 · 24,866 sh | 24,866 | $26.5M | 1.79% | +154.4% |
| 490 | Global Retirement Partners#490 · 24,854 sh | 24,854 | $26.5M | 0.40% | — |
| 491 | TRIGLAV SKLADI, D.O.O.#491 · 24,550 sh | 24,550 | $26.1M | 1.38% | +27.5% |
| 492 | Maryland State Retirement & Pension System#492 · 24,464 sh | 24,464 | $26.1M | 0.45% | +5.3% |
| 493 | CHOREO#493 · 24,406 sh | 24,406 | $26.0M | 0.29% | +2.0% |
| 494 | Integris Wealth Management#494 · 24,236 sh | 24,236 | $25.8M | — | 0.0% |
| 495 | Dynamic Advisor Solutions#495 · 24,049 sh | 24,049 | $25.6M | — | +1.9% |
| 496 | DRH Investments#496 · 23,767 sh | 23,767 | $25.3M | 20.03% | -21.6% |
| 497 | KAVAR CAPITAL PARTNERS GROUP#497 · 23,665 sh | 23,665 | $25.2M | 3.11% | +4.5% |
| 498 | Ronald Blue#498 · 23,555 sh | 23,555 | $25.1M | — | -5.3% |
| 499 | Louisiana State Employees Retirement System#499 · 23,500 sh | 23,500 | $25.0M | — | -0.8% |
| 500 | Stratos Wealth Partners, LTD.#500 · 23,471 sh | 23,471 | $25.0M | 0.25% | +8.2% |
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.