CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | RITHOLTZ WEALTH MANAGEMENT#601 · 17,455 sh | 17,455 | $18.6M | 0.28% | +7.2% |
| 602 | TOKIO MARINE ASSET MANAGEMENT LTD#602 · 17,290 sh | 17,290 | $18.4M | — | +1.8% |
| 603 | REUTER JAMES WEALTH MANAGEMENT#603 · 17,287 sh | 17,287 | $18.4M | — | -0.5% |
| 604 | BLI - Banque de Luxembourg Investments#604 · 17,771 sh | 17,771 | $18.4M | 0.65% | -65.1% |
| 605 | KILEY JUERGENS WEALTH MANAGEMENT#605 · 17,239 sh | 17,239 | $18.4M | 2.87% | -2.1% |
| 606 | ALPS ADVISORS#606 · 16,973 sh | 16,973 | $18.1M | 0.08% | +63.5% |
| 607 | BAILARD#607 · 16,943 sh | 16,943 | $18.0M | — | +11.7% |
| 608 | Roundview Capital#608 · 16,916 sh | 16,916 | $18.0M | 0.98% | +1.0% |
| 609 | Capital International Sarl#609 · 16,915 sh | 16,915 | $18.0M | 0.26% | -52.4% |
| 610 | COMPASS CAPITAL MANAGEMENT#610 · 16,886 sh | 16,886 | $18.0M | 1.08% | -11.7% |
| 611 | Community Bank of Raymore#611 · 16,803 sh | 16,803 | $17.9M | — | 0.0% |
| 612 | Shelter Mutual Insurance#612 · 16,740 sh | 16,740 | $17.8M | 3.77% | -19.2% |
| 613 | PICTON MAHONEY ASSET MANAGEMENT#613 · 16,651 sh | 16,651 | $17.7M | 0.13% | +5.4% |
| 614 | BAROMETER CAPITAL MANAGEMENT#614 · 16,632 sh | 16,632 | $17.7M | 4.91% | +0.6% |
| 615 | GREENLEAF#615 · 16,415 sh | 16,415 | $17.5M | 0.17% | +2.8% |
| 616 | Meeder Advisory Services#616 · 16,401 sh | 16,401 | $17.5M | 0.64% | +10.5% |
| 617 | STOCK YARDS BANK#617 · 16,400 sh | 16,400 | $17.5M | 0.50% | -4.9% |
| 618 | Advisors Asset Management#618 · 16,392 sh | 16,392 | $17.5M | 0.27% | +35.1% |
| 619 | FRANKLIN STREET ADVISORS#619 · 16,356 sh | 16,356 | $17.4M | — | +12.7% |
| 620 | Ascent Wealth Partners#620 · 16,296 sh | 16,296 | $17.4M | — | +2.3% |
| 621 | Moors & Cabot#621 · 16,267 sh | 16,267 | $17.3M | 0.67% | -3.5% |
| 622 | MainStreet Investment Advisors#622 · 16,262 sh | 16,262 | $17.3M | 2.36% | -12.4% |
| 623 | Aull & Monroe Investment Management#623 · 16,206 sh | 16,206 | $17.3M | — | -1.6% |
| 624 | Geneos Wealth Management#624 · 16,196 sh | 16,196 | $17.2M | 0.35% | +0.4% |
| 625 | LEVEL FOUR ADVISORY SERVICES#625 · 16,168 sh | 16,168 | $17.2M | 0.49% | +2.7% |
| 626 | SIH Partners, LLLP#626 · 16,098 sh | 16,098 | $17.1M | 0.11% | New |
| 627 | NICOLET BANKSHARES#627 · 16,554 sh | 16,554 | $17.1M | 0.54% | -0.5% |
| 628 | MIRAE ASSET SECURITIES (USA)#628 · 16,054 sh | 16,054 | $17.1M | — | -35.9% |
| 629 | Harel Insurance Investments & Financial Services Ltd.#629 · 16,039 sh | 16,039 | $17.1M | 0.08% | -0.6% |
| 630 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#630 · 16,021 sh | 16,021 | $17.1M | 0.25% | -1.3% |
| 631 | SCOPUS ASSET MANAGEMENT, L.P.#631 · 15,921 sh | 15,921 | $17.0M | 0.24% | +85.5% |
| 632 | Paradiem#632 · 15,910 sh | 15,910 | $16.9M | 3.65% | -34.5% |
| 633 | Fidelis Capital Partners#633 · 15,894 sh | 15,894 | $16.9M | 0.97% | +6.3% |
| 634 | F/m Investments#634 · 15,836 sh | 15,836 | $16.9M | 0.86% | -6.1% |
| 635 | FIRST AMERICAN , FSB#635 · 15,826 sh | 15,826 | $16.9M | 1.02% | -9.6% |
| 636 | Texas Capital Bank Wealth Management Services#636 · 15,788 sh | 15,788 | $16.8M | 0.90% | -17.1% |
| 637 | BEESE FULMER INVESTMENT MANAGEMENT#637 · 15,777 sh | 15,777 | $16.8M | — | -2.8% |
| 638 | OAK HARBOR WEALTH PARTNERS#638 · 15,753 sh | 15,753 | $16.8M | 6.25% | -1.9% |
| 639 | Ipswich Investment Management#639 · 15,627 sh | 15,627 | $16.6M | — | -0.9% |
| 640 | Colonial Advisors#640 · 15,594 sh | 15,594 | $16.6M | 1.16% | -1.2% |
| 641 | EQUITABLE#641 · 15,577 sh | 15,577 | $16.6M | — | -1.8% |
| 642 | GUYASUTA INVESTMENT ADVISORS#642 · 15,554 sh | 15,554 | $16.6M | — | -0.5% |
| 643 | JACKSON SQUARE CAPITAL#643 · 15,546 sh | 15,546 | $16.6M | — | +3.2% |
| 644 | LMCG INVESTMENTS#644 · 15,428 sh | 15,428 | $16.4M | — | -25.9% |
| 645 | Gerald Baker Financial Group#645 · 15,328 sh | 15,328 | $16.3M | — | +4.1% |
| 646 | HOLDERNESS INVESTMENTS#646 · 15,293 sh | 15,293 | $16.3M | 2.72% | -1.7% |
| 647 | Assenagon Asset Management S.A.#647 · 15,258 sh | 15,258 | $16.2M | — | -0.8% |
| 648 | Aventail Capital Group#648 · 15,150 sh | 15,150 | $16.1M | 0.93% | -45.7% |
| 649 | LEAVELL INVESTMENT MANAGEMENT#649 · 15,137 sh | 15,137 | $16.1M | 0.59% | -0.6% |
| 650 | CULLINAN ASSOCIATES#650 · 15,128 sh | 15,128 | $16.1M | 1.22% | -9.9% |
| 651 | Covington Investment Advisors#651 · 15,115 sh | 15,115 | $16.1M | 2.08% | -6.7% |
| 652 | Larson Financial Group#652 · 15,074 sh | 15,074 | $16.1M | 0.42% | +1.8% |
| 653 | Gouws Capital#653 · 15,066 sh | 15,066 | $16.0M | — | -5.5% |
| 654 | L & S Advisors#654 · 15,032 sh | 15,032 | $16.0M | 1.65% | +2.8% |
| 655 | RBF Capital#655 · 15,000 sh | 15,000 | $16.0M | 0.66% | 0.0% |
| 656 | Kentucky Farm Bureau Mutual Insurance#656 · 15,000 sh | 15,000 | $16.0M | 4.43% | 0.0% |
| 657 | Wilmington Savings Fund Society, FSB#657 · 14,989 sh | 14,989 | $16.0M | — | -2.3% |
| 658 | Siemens Fonds Invest GmbH#658 · 14,972 sh | 14,972 | $15.9M | 0.78% | -2.9% |
| 659 | CANANDAIGUA NATIONAL BANK#659 · 14,953 sh | 14,953 | $15.9M | — | — |
| 660 | NEVILLE RODIE & SHAW#660 · 14,952 sh | 14,952 | $15.9M | — | -2.4% |
| 661 | TCI Wealth Advisors#661 · 14,948 sh | 14,948 | $15.9M | 0.69% | -0.1% |
| 662 | SageGuard Financial Group#662 · 14,886 sh | 14,886 | $15.9M | 2.23% | -2.8% |
| 663 | VestGen Advisors#663 · 14,885 sh | 14,885 | $15.9M | 0.46% | -10.6% |
| 664 | Teamwork Financial Advisors#664 · 14,865 sh | 14,865 | $15.8M | — | -13.3% |
| 665 | Livforsakringsbolaget Skandia, Omsesidigt#665 · 14,782 sh | 14,782 | $15.7M | — | -6.2% |
| 666 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#666 · 14,768 sh | 14,768 | $15.7M | 0.18% | -0.8% |
| 667 | Diversified#667 · 14,725 sh | 14,725 | $15.7M | 0.25% | +25.4% |
| 668 | GAMMA Investing#668 · 14,723 sh | 14,723 | $15.7M | — | +5.0% |
| 669 | OpenArc Corporate Advisory#669 · 14,720 sh | 14,720 | $15.7M | — | +3.2% |
| 670 | Community Bank, N.A.#670 · 14,696 sh | 14,696 | $15.6M | 1.69% | -3.2% |
| 671 | Ashton Thomas Private Wealth#671 · 14,645 sh | 14,645 | $15.6M | 0.33% | +6.7% |
| 672 | JAG CAPITAL MANAGEMENT#672 · 14,583 sh | 14,583 | $15.5M | 1.45% | +16.7% |
| 673 | ASSETMARK#673 · 14,583 sh | 14,583 | $15.5M | — | -28.9% |
| 674 | INTEGRITY ALLIANCE#674 · 14,349 sh | 14,349 | $15.3M | 0.48% | -3.5% |
| 675 | MONTGOMERY INVESTMENT MANAGEMENT#675 · 14,327 sh | 14,327 | $15.3M | — | 0.0% |
| 676 | CONNORS INVESTOR SERVICES#676 · 14,316 sh | 14,316 | $15.2M | 1.32% | -11.4% |
| 677 | FAS Wealth Partners#677 · 14,293 sh | 14,293 | $15.2M | 0.79% | +3.9% |
| 678 | FFG Partners#678 · 14,217 sh | 14,217 | $15.1M | — | New |
| 679 | Boit C F David#679 · 14,200 sh | 14,200 | $15.1M | 6.36% | -13.9% |
| 680 | Columbia Asset Management#680 · 14,167 sh | 14,167 | $15.1M | — | -5.9% |
| 681 | EASTERN BANK#681 · 14,124 sh | 14,124 | $15.0M | — | -1.6% |
| 682 | Vestcor#682 · 14,111 sh | 14,111 | $15.0M | 0.37% | -2.4% |
| 683 | Reliant Investment Management#683 · 14,074 sh | 14,074 | $15.0M | — | -2.4% |
| 684 | ROMANO BROTHERS AND COMPANY#684 · 14,045 sh | 14,045 | $15.0M | — | -1.3% |
| 685 | GREAT LAKES ADVISORS#685 · 14,041 sh | 14,041 | $15.0M | 0.11% | -3.5% |
| 686 | OneAscent Financial Services#686 · 14,029 sh | 14,029 | $14.9M | 0.71% | 0.0% |
| 687 | LOS ANGELES CAPITAL MANAGEMENT#687 · 13,966 sh | 13,966 | $14.9M | 0.05% | -32.0% |
| 688 | Family Legacy#688 · 13,961 sh | 13,961 | $14.9M | — | -3.2% |
| 689 | Oak Harvest Investment Services#689 · 13,954 sh | 13,954 | $14.9M | — | +272.0% |
| 690 | IFP Advisors#690 · 13,949 sh | 13,949 | $14.9M | — | -15.8% |
| 691 | SIGNATUREFD#691 · 13,891 sh | 13,891 | $14.8M | — | +2.7% |
| 692 | MUFG SECURITIES AMERICAS#692 · 13,873 sh | 13,873 | $14.8M | 0.76% | +7.8% |
| 693 | Pflug Koory#693 · 13,849 sh | 13,849 | $14.7M | — | +0.1% |
| 694 | Bellars Harris Wealth Management#694 · 13,845 sh | 13,845 | $14.7M | 3.00% | — |
| 695 | QUADRANT CAPITAL GROUP#695 · 13,829 sh | 13,829 | $14.7M | — | -49.5% |
| 696 | SteelPeak Wealth#696 · 13,800 sh | 13,800 | $14.7M | — | -42.3% |
| 697 | Private Wealth Asset Management#697 · 13,783 sh | 13,783 | $14.7M | 1.41% | -1.0% |
| 698 | Plato Investment Management Ltd#698 · 13,863 sh | 13,863 | $14.7M | 0.84% | -1.5% |
| 699 | OF TOLEDO NA#699 · 13,719 sh | 13,719 | $14.6M | — | +3.0% |
| 700 | CAISSE DES DEPOTS ET CONSIGNATIONS#700 · 13,701 sh | 13,701 | $14.6M | 0.25% | +4.2% |
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.