CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Sandhill Capital Partners#701 · 13,642 sh | 13,642 | $14.5M | 1.18% | -4.3% |
| 702 | HIGHLAND CAPITAL MANAGEMENT#702 · 13,588 sh | 13,588 | $14.5M | — | +9.7% |
| 703 | StoneX Group#703 · 13,499 sh | 13,499 | $14.4M | 0.58% | -8.0% |
| 704 | Hodges Capital Management#704 · 11,727 sh | 11,727 | $14.3M | 0.95% | -3.5% |
| 705 | North Dakota State Investment Board#705 · 13,389 sh | 13,389 | $14.3M | 0.58% | -0.2% |
| 706 | Savvy Advisors#706 · 13,373 sh | 13,373 | $14.2M | 0.30% | +12.0% |
| 707 | CONSOLIDATED CAPITAL MANAGEMENT#707 · 13,352 sh | 13,352 | $14.2M | — | +0.3% |
| 708 | Meiji Yasuda America#708 · 13,351 sh | 13,351 | $14.2M | — | +26.6% |
| 709 | Mathes Company#709 · 13,349 sh | 13,349 | $14.2M | 4.42% | 0.0% |
| 710 | Malaga Cove Capital#710 · 13,197 sh | 13,197 | $14.1M | — | -1.5% |
| 711 | Blue Edge Capital#711 · 13,179 sh | 13,179 | $14.0M | 1.69% | -3.5% |
| 712 | CHILTON CAPITAL MANAGEMENT#712 · 13,157 sh | 13,157 | $14.0M | 0.44% | -0.8% |
| 713 | Heritage#713 · 13,071 sh | 13,071 | $13.9M | 1.21% | +3.4% |
| 714 | HighPoint Advisor Group#714 · 13,062 sh | 13,062 | $13.9M | 0.49% | -5.4% |
| 715 | CVFG#715 · 13,060 sh | 13,060 | $13.9M | 1.46% | -6.7% |
| 716 | Hilton Capital Management#716 · 13,044 sh | 13,044 | $13.9M | 0.95% | -11.0% |
| 717 | Munich Reinsurance Stock in Munich#717 · 13,039 sh | 13,039 | $13.9M | 0.30% | +2397.9% |
| 718 | Parallel Advisors#718 · 13,025 sh | 13,025 | $13.9M | 0.21% | -0.5% |
| 719 | EVENTIDE ASSET MANAGEMENT#719 · 13,306 sh | 13,306 | $13.8M | 0.18% | +12.8% |
| 720 | Nicholas Hoffman & Company#720 · 12,909 sh | 12,909 | $13.7M | 0.29% | -3.8% |
| 721 | Eukles Asset Management#721 · 12,905 sh | 12,905 | $13.7M | 5.67% | -3.3% |
| 722 | JOHNSON INVESTMENT COUNSEL#722 · 12,898 sh | 12,898 | $13.7M | 0.10% | -2.0% |
| 723 | FourThought Financial Partners#723 · 12,863 sh | 12,863 | $13.7M | 1.06% | -0.1% |
| 724 | New Age Alpha Advisors#724 · 12,824 sh | 12,824 | $13.7M | 0.58% | -1.6% |
| 725 | WCG Wealth Advisors#725 · 12,808 sh | 12,808 | $13.6M | 0.32% | -0.5% |
| 726 | CoreCap Advisors#726 · 12,756 sh | 12,756 | $13.6M | — | +3.2% |
| 727 | Y.D. More Investments Ltd#727 · 12,703 sh | 12,703 | $13.5M | 0.42% | -3.8% |
| 728 | FOSTER & MOTLEY#728 · 12,614 sh | 12,614 | $13.4M | 0.62% | -12.9% |
| 729 | Lombard Odier Asset Management (Switzerland) SA#729 · 12,545 sh | 12,545 | $13.4M | 0.42% | +11.4% |
| 730 | Seascape Capital Management#730 · 12,510 sh | 12,510 | $13.3M | 3.19% | -1.1% |
| 731 | Argent#731 · 12,510 sh | 12,510 | $13.3M | 0.38% | +16.1% |
| 732 | Barbara Oil#732 · 12,500 sh | 12,500 | $13.3M | 4.48% | 0.0% |
| 733 | CX Institutional#733 · 12,491 sh | 12,491 | $13.3M | — | -11.1% |
| 734 | Palmer Knight#734 · 12,433 sh | 12,433 | $13.2M | 5.10% | -2.6% |
| 735 | Sterling Capital Management#735 · 12,416 sh | 12,416 | $13.2M | — | +53.1% |
| 736 | Essex Financial Services#736 · 12,363 sh | 12,363 | $13.2M | 0.66% | -2.9% |
| 737 | BNC WEALTH MANAGEMENT#737 · 12,357 sh | 12,357 | $13.2M | — | +0.5% |
| 738 | ANDERSON HOAGLAND#738 · 12,314 sh | 12,314 | $13.1M | — | -24.9% |
| 739 | Resolute Wealth Strategies#739 · 12,273 sh | 12,273 | $13.1M | 5.06% | -3.9% |
| 740 | MONTAG A & ASSOCIATES#740 · 12,260 sh | 12,260 | $13.1M | 0.55% | -0.9% |
| 741 | Faithward Advisors#741 · 12,237 sh | 12,237 | $13.0M | 1.59% | -3.5% |
| 742 | PRUDENTIAL PLC#742 · 12,221 sh | 12,221 | $13.0M | 0.07% | -51.7% |
| 743 | North Star Investment Management#743 · 12,195 sh | 12,195 | $13.0M | 0.71% | +3.4% |
| 744 | WealthPlan Investment Management#744 · 12,152 sh | 12,152 | $12.9M | — | -11.8% |
| 745 | Gilliland Jeter Wealth Management#745 · 12,151 sh | 12,151 | $12.9M | 3.39% | 0.0% |
| 746 | Kentucky Retirement Systems Insurance Fund#746 · 12,131 sh | 12,131 | $12.9M | 0.77% | -0.5% |
| 747 | MEEDER ASSET MANAGEMENT#747 · 12,126 sh | 12,126 | $12.9M | 0.66% | -34.0% |
| 748 | Spartan Wealth Advisory Services#748 · 12,069 sh | 12,069 | $12.9M | 1.05% | +6.5% |
| 749 | Johnson Financial Group#749 · 12,010 sh | 12,010 | $12.8M | 0.42% | -7.8% |
| 750 | OF VERMONT#750 · 11,962 sh | 11,962 | $12.7M | — | — |
| 751 | FIRST NATIONAL BANK OF OMAHA#751 · 12,159 sh | 12,159 | $12.7M | 0.36% | +6.1% |
| 752 | GROUPAMA ASSET MANAGMENT#752 · 12,166 sh | 12,166 | $12.7M | 0.16% | +17.5% |
| 753 | Anchor Investment Management#753 · 11,863 sh | 11,863 | $12.6M | 0.95% | -2.0% |
| 754 | J.P. Marvel Investment Advisors#754 · 11,856 sh | 11,856 | $12.6M | 1.45% | +1.0% |
| 755 | JPL Wealth Management#755 · 11,851 sh | 11,851 | $12.6M | 2.50% | -4.5% |
| 756 | Aaron Wealth Advisors#756 · 11,790 sh | 11,790 | $12.6M | — | -2.3% |
| 757 | Rice Partnership#757 · 11,776 sh | 11,776 | $12.5M | 1.52% | +11.9% |
| 758 | BW Gestao de Investimentos Ltda.#758 · 11,720 sh | 11,720 | $12.5M | 0.25% | +1623.5% |
| 759 | ADVOCATE GROUP#759 · 11,714 sh | 11,714 | $12.5M | — | -19.4% |
| 760 | Bridgelight Financial Advisors#760 · 11,668 sh | 11,668 | $12.4M | — | -28.2% |
| 761 | CREATIVE FINANCIAL DESIGNS#761 · 11,662 sh | 11,662 | $12.4M | 0.59% | +11.0% |
| 762 | Wealthcare Advisory Partners#762 · 11,613 sh | 11,613 | $12.4M | — | -26.5% |
| 763 | Hayek Kallen Investment Management#763 · 11,607 sh | 11,607 | $12.4M | 3.75% | -2.4% |
| 764 | WHITENER CAPITAL MANAGEMENT#764 · 11,582 sh | 11,582 | $12.3M | — | -2.5% |
| 765 | WEBSTER BANK, N. A.#765 · 11,566 sh | 11,566 | $12.3M | 1.07% | -5.0% |
| 766 | Kintegral Advisory#766 · 11,462 sh | 11,462 | $12.2M | — | 0.0% |
| 767 | MONETA GROUP INVESTMENT ADVISORS#767 · 11,439 sh | 11,439 | $12.2M | 0.09% | -1.7% |
| 768 | Indivisible Partners#768 · 11,404 sh | 11,404 | $12.1M | — | +14.5% |
| 769 | Zhang Financial#769 · 11,361 sh | 11,361 | $12.1M | 0.35% | +0.2% |
| 770 | Monument Capital Management#770 · 11,280 sh | 11,280 | $12.0M | — | -18.3% |
| 771 | Jacobi Capital Management#771 · 11,247 sh | 11,247 | $12.0M | 0.59% | -2.4% |
| 772 | SPIRIT OF AMERICA MANAGEMENT#772 · 11,190 sh | 11,190 | $11.9M | — | 0.0% |
| 773 | SAPIENT CAPITAL#773 · 11,149 sh | 11,149 | $11.9M | — | +2.6% |
| 774 | Modern Wealth Management#774 · 11,141 sh | 11,141 | $11.9M | 0.14% | +102.3% |
| 775 | Stenger Family Office#775 · 11,136 sh | 11,136 | $11.9M | — | 0.0% |
| 776 | Hudson Bay Capital Management#776 · 11,120 sh | 11,120 | $11.8M | 0.03% | -42.6% |
| 777 | PFG Advisors#777 · 11,057 sh | 11,057 | $11.8M | — | -8.0% |
| 778 | Asset Dedication#778 · 11,044 sh | 11,044 | $11.8M | 0.74% | -3.6% |
| 779 | Wealth High Governance Capital Ltda#779 · 11,040 sh | 11,040 | $11.8M | 3.52% | New |
| 780 | DENALI ADVISORS#780 · 11,035 sh | 11,035 | $11.8M | 1.18% | +13.8% |
| 781 | Mission Creek Capital Partners#781 · 11,034 sh | 11,034 | $11.7M | 2.07% | +5.1% |
| 782 | New Hampshire#782 · 10,980 sh | 10,980 | $11.7M | — | -3.8% |
| 783 | Parkside Financial Bank#783 · 10,966 sh | 10,966 | $11.7M | 0.40% | +99.7% |
| 784 | PFG Investments#784 · 10,845 sh | 10,845 | $11.5M | 0.45% | +17.7% |
| 785 | BRIGHTON JONES#785 · 10,841 sh | 10,841 | $11.5M | 0.21% | +4.0% |
| 786 | Geneva Partners#786 · 10,746 sh | 10,746 | $11.4M | — | -0.3% |
| 787 | PERRYMAN FINANCIAL ADVISORY#787 · 10,737 sh | 10,737 | $11.4M | — | +3.4% |
| 788 | Truvestments Capital#788 · 10,677 sh | 10,677 | $11.4M | 1.69% | -0.3% |
| 789 | MITCHELL MCLEOD PUGH & WILLIAMS#789 · 10,625 sh | 10,625 | $11.3M | 1.39% | +2.4% |
| 790 | LEUCADIA NATIONAL#790 · 10,617 sh | 10,617 | $11.3M | 0.07% | -87.3% |
| 791 | Indiana & Investment Management#791 · 10,557 sh | 10,557 | $11.2M | — | +0.4% |
| 792 | GREAT VALLEY ADVISOR GROUP#792 · 10,533 sh | 10,533 | $11.2M | 0.18% | +15.6% |
| 793 | Perigon Wealth Management#793 · 10,528 sh | 10,528 | $11.2M | — | +2.0% |
| 794 | PLIMOTH#794 · 10,522 sh | 10,522 | $11.2M | — | -1.6% |
| 795 | IHT Wealth Management#795 · 10,497 sh | 10,497 | $11.2M | 0.24% | +2.4% |
| 796 | Pinnacle#796 · 10,494 sh | 10,494 | $11.2M | 3.44% | -3.9% |
| 797 | Modus Advisors#797 · 10,481 sh | 10,481 | $11.2M | 2.76% | -5.8% |
| 798 | OLD NATIONAL BANCORP#798 · 10,407 sh | 10,407 | $11.1M | — | +6.4% |
| 799 | Ascent Group#799 · 10,359 sh | 10,359 | $11.0M | 0.33% | +62.8% |
| 800 | CreativeOne Wealth#800 · 10,352 sh | 10,352 | $11.0M | 0.24% | -11.3% |
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.