CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Crestwood Advisors Group#501 · 23,348 sh | 23,348 | $24.9M | 0.37% | -3.2% |
| 502 | Overbrook Management#502 · 23,187 sh | 23,187 | $24.7M | — | -8.6% |
| 503 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#503 · 23,102 sh | 23,102 | $24.6M | 0.62% | +5.5% |
| 504 | Knights of Columbus Asset Advisors#504 · 22,967 sh | 22,967 | $24.5M | 1.23% | +0.7% |
| 505 | Outlook Capital Management#505 · 22,879 sh | 22,879 | $24.4M | 7.86% | — |
| 506 | Community Bank & , Waco, Texas#506 · 22,861 sh | 22,861 | $24.3M | — | -2.4% |
| 507 | Venture Visionary Partners#507 · 22,755 sh | 22,755 | $24.2M | — | -6.1% |
| 508 | J.W. COLE ADVISORS#508 · 22,702 sh | 22,702 | $24.2M | 0.41% | New |
| 509 | CI INVESTMENTS#509 · 22,614 sh | 22,614 | $24.1M | 0.08% | +107.7% |
| 510 | Robertson Stephens Wealth Management#510 · 22,564 sh | 22,564 | $24.0M | — | -0.7% |
| 511 | Cornerstone Advisors#511 · 22,557 sh | 22,557 | $24.0M | 0.79% | New |
| 512 | WEDBUSH SECURITIES#512 · 22,428 sh | 22,428 | $23.9M | — | +0.9% |
| 513 | Vantage Investment Partners#513 · 22,371 sh | 22,371 | $23.8M | 1.46% | -25.3% |
| 514 | ROTHSCHILD INVESTMENT#514 · 22,368 sh | 22,368 | $23.8M | 0.89% | -2.1% |
| 515 | CADINHA#515 · 22,251 sh | 22,251 | $23.7M | — | +62.3% |
| 516 | Narwhal Capital Management#516 · 22,180 sh | 22,180 | $23.6M | 1.63% | -4.3% |
| 517 | Squarepoint Ops#517 · 21,914 sh | 21,914 | $23.3M | 0.03% | +41.9% |
| 518 | BROWN BROTHERS HARRIMAN#518 · 21,850 sh | 21,850 | $23.3M | 0.10% | +26.6% |
| 519 | AXXCESS WEALTH MANAGEMENT#519 · 21,818 sh | 21,818 | $23.2M | — | +8.2% |
| 520 | Spire Wealth Management#520 · 21,827 sh | 21,827 | $23.2M | 0.70% | +0.6% |
| 521 | Tufton Capital Management#521 · 21,801 sh | 21,801 | $23.2M | — | -9.0% |
| 522 | NLB Skladi, upravljanje premozenja, d.o.o.#522 · 21,737 sh | 21,737 | $23.1M | — | +2.3% |
| 523 | LOGAN CAPITAL MANAGEMENT#523 · 21,573 sh | 21,573 | $23.0M | 0.85% | New |
| 524 | Laird Norton Wetherby Company#524 · 21,249 sh | 21,249 | $22.6M | 0.43% | +2.1% |
| 525 | GREENWOOD GEARHART#525 · 21,216 sh | 21,216 | $22.6M | 1.05% | -1.4% |
| 526 | Canada Post Registered Pension Plan#526 · 21,147 sh | 21,147 | $22.5M | 0.79% | -16.0% |
| 527 | Traynor Capital Management#527 · 21,130 sh | 21,130 | $22.5M | 1.03% | +41.2% |
| 528 | McGuire Investment Group#528 · 21,108 sh | 21,108 | $22.5M | — | +0.1% |
| 529 | Covalis Capital LLP#529 · 20,906 sh | 20,906 | $22.3M | 1.26% | -38.6% |
| 530 | Focus Partners Advisor Solutions#530 · 20,887 sh | 20,887 | $22.2M | 0.19% | +43.5% |
| 531 | JAMES INVESTMENT RESEARCH#531 · 20,761 sh | 20,761 | $22.1M | — | -15.4% |
| 532 | OAK RIDGE INVESTMENTS#532 · 20,755 sh | 20,755 | $22.1M | 1.25% | +52.2% |
| 533 | Fusion Capital#533 · 20,753 sh | 20,753 | $22.1M | 5.13% | -4.8% |
| 534 | Mutual Advisors#534 · 20,683 sh | 20,683 | $22.0M | 0.41% | +7.0% |
| 535 | DAVIS R M#535 · 20,552 sh | 20,552 | $21.9M | 0.35% | +7.5% |
| 536 | HOWE & RUSLING#536 · 20,530 sh | 20,530 | $21.9M | 1.27% | -0.1% |
| 537 | Knuff#537 · 20,482 sh | 20,482 | $21.8M | 5.52% | -1.4% |
| 538 | AG2R LA MONDIALE GESTION D'ACTIFS#538 · 20,443 sh | 20,443 | $21.8M | — | +8.8% |
| 539 | SEARLE#539 · 20,375 sh | 20,375 | $21.7M | 4.87% | +3.6% |
| 540 | Principle Wealth Partners#540 · 20,342 sh | 20,342 | $21.7M | 1.07% | -3.4% |
| 541 | Arkadios Wealth Advisors#541 · 20,184 sh | 20,184 | $21.5M | 0.33% | -14.3% |
| 542 | SILVER OAK SECURITIES#542 · 20,176 sh | 20,176 | $21.5M | 1.30% | +11.9% |
| 543 | FERGUSON WELLMAN CAPITAL MANAGEMENT#543 · 20,146 sh | 20,146 | $21.5M | — | +0.9% |
| 544 | CARY STREET PARTNERS FINANCIAL#544 · 20,143 sh | 20,143 | $21.5M | 0.47% | -5.8% |
| 545 | WELCH & FORBES#545 · 20,137 sh | 20,137 | $21.4M | 0.26% | +5.8% |
| 546 | Callan Family Office#546 · 20,108 sh | 20,108 | $21.4M | 0.42% | +4.4% |
| 547 | Allied Investment Advisors#547 · 20,083 sh | 20,083 | $21.4M | — | -48.2% |
| 548 | Citizens National Bank Department#548 · 19,944 sh | 19,944 | $21.2M | 3.12% | -1.8% |
| 549 | Calamos Wealth Management#549 · 19,805 sh | 19,805 | $21.1M | 0.64% | +39.1% |
| 550 | SUMMITRY#550 · 19,781 sh | 19,781 | $21.1M | 0.69% | -5.6% |
| 551 | RiverFront Investment Group#551 · 19,726 sh | 19,726 | $21.0M | 0.28% | +75.9% |
| 552 | Night Squared#552 · 19,709 sh | 19,709 | $21.0M | 2.26% | +0.5% |
| 553 | Westend Capital Management#553 · 19,631 sh | 19,631 | $20.9M | 4.78% | -0.3% |
| 554 | Empirical Finance#554 · 19,601 sh | 19,601 | $20.9M | 0.87% | +2.7% |
| 555 | Atria Investments#555 · 19,582 sh | 19,582 | $20.9M | — | +17.4% |
| 556 | PRINCIPAL SECURITIES#556 · 19,564 sh | 19,564 | $20.8M | 0.25% | +0.6% |
| 557 | OneDigital Investment Advisors#557 · 19,425 sh | 19,425 | $20.7M | 0.17% | +9.0% |
| 558 | Capital Investment Counsel#558 · 19,418 sh | 19,418 | $20.7M | — | -4.6% |
| 559 | GERMAN AMERICAN BANCORP#559 · 19,252 sh | 19,252 | $20.5M | 1.54% | -1.4% |
| 560 | Forvis Mazars Wealth Advisors#560 · 19,219 sh | 19,219 | $20.5M | — | +2.4% |
| 561 | GRIFFIN ASSET MANAGEMENT#561 · 19,166 sh | 19,166 | $20.4M | — | -4.4% |
| 562 | Goelzer Investment Management#562 · 19,073 sh | 19,073 | $20.3M | — | -5.7% |
| 563 | DEARBORN PARTNERS#563 · 28,643 sh | 28,643 | $20.3M | 1.10% | 0.0% |
| 564 | PHYSICIANS FINANCIAL SERVICES#564 · 19,039 sh | 19,039 | $20.3M | 5.06% | -0.6% |
| 565 | Wealth Group, Ltd.#565 · 19,039 sh | 19,039 | $20.3M | 5.06% | +237.9% |
| 566 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#566 · 19,036 sh | 19,036 | $20.3M | 0.07% | +0.6% |
| 567 | CENTRAL BANK#567 · 19,031 sh | 19,031 | $20.3M | — | -3.7% |
| 568 | CASTLEARK MANAGEMENT#568 · 18,980 sh | 18,980 | $20.2M | 0.54% | +36.4% |
| 569 | CITY HOLDING#569 · 18,976 sh | 18,976 | $20.2M | — | -4.7% |
| 570 | MATHER GROUP#570 · 18,974 sh | 18,974 | $20.2M | — | +4.5% |
| 571 | FLPUTNAM INVESTMENT MANAGEMENT#571 · 18,961 sh | 18,961 | $20.2M | 0.24% | +0.4% |
| 572 | Close Asset Management Ltd#572 · 18,937 sh | 18,937 | $20.2M | 0.54% | +78.3% |
| 573 | Compound Planning#573 · 18,879 sh | 18,879 | $20.1M | 0.52% | +4.6% |
| 574 | Addenda Capital#574 · 18,800 sh | 18,800 | $20.0M | — | 0.0% |
| 575 | Sentry#575 · 18,664 sh | 18,664 | $19.9M | 5.56% | -0.1% |
| 576 | SIGMA INVESTMENT COUNSELORS#576 · 18,547 sh | 18,547 | $19.8M | 0.96% | -6.6% |
| 577 | Spears Abacus Advisors#577 · 18,543 sh | 18,543 | $19.7M | 0.35% | -1.8% |
| 578 | SAGESPRING WEALTH PARTNERS#578 · 18,505 sh | 18,505 | $19.7M | — | +1.4% |
| 579 | First Financial Bank - Division#579 · 18,457 sh | 18,457 | $19.7M | — | -0.4% |
| 580 | WESBANCO BANK#580 · 18,411 sh | 18,411 | $19.6M | 0.49% | -7.3% |
| 581 | SPINNAKER#581 · 18,302 sh | 18,302 | $19.5M | 0.95% | -0.3% |
| 582 | EagleClaw Capital Managment#582 · 18,255 sh | 18,255 | $19.4M | 2.61% | -2.4% |
| 583 | Koshinski Asset Management#583 · 18,247 sh | 18,247 | $19.4M | 1.03% | -2.2% |
| 584 | NORTHEAST INVESTMENT MANAGEMENT#584 · 18,228 sh | 18,228 | $19.4M | 0.72% | +2.7% |
| 585 | Metis Global Partners#585 · 18,213 sh | 18,213 | $19.4M | 0.44% | -11.1% |
| 586 | Caprock Group#586 · 18,206 sh | 18,206 | $19.4M | 0.37% | -3.9% |
| 587 | INDEPENDENT FINANCIAL GROUP#587 · 18,157 sh | 18,157 | $19.3M | — | +55.6% |
| 588 | MAIRS & POWER#588 · 18,102 sh | 18,102 | $19.3M | 0.18% | -1.9% |
| 589 | MUFG Securities EMEA plc#589 · 18,028 sh | 18,028 | $19.2M | 0.20% | -45.5% |
| 590 | Smith, Salley & Associates#590 · 17,889 sh | 17,889 | $19.1M | 0.83% | +2.9% |
| 591 | MGO ONE SEVEN#591 · 17,827 sh | 17,827 | $19.0M | 0.31% | -6.6% |
| 592 | Kingsview Wealth Management#592 · 17,751 sh | 17,751 | $18.9M | 0.23% | +39.0% |
| 593 | Pure Financial Advisors#593 · 17,678 sh | 17,678 | $18.8M | 0.24% | -2.2% |
| 594 | Members#594 · 17,672 sh | 17,672 | $18.8M | 0.59% | +80.4% |
| 595 | Williams Jones Wealth Management#595 · 17,601 sh | 17,601 | $18.7M | 0.21% | -2.9% |
| 596 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#596 · 17,584 sh | 17,584 | $18.7M | 0.12% | -17.2% |
| 597 | Sowell Financial Services#597 · 17,536 sh | 17,536 | $18.7M | — | -6.6% |
| 598 | Caldwell#598 · 17,533 sh | 17,533 | $18.7M | 1.51% | -4.5% |
| 599 | Aries Wealth Management#599 · 17,525 sh | 17,525 | $18.7M | — | -0.4% |
| 600 | HANTZ FINANCIAL SERVICES#600 · 17,503 sh | 17,503 | $18.6M | 0.25% | -30.6% |
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.