CATERPILLAR INC (CAT) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 4,083
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Snowden Capital Advisors#801 · 10,350 sh | 10,350 | $11.0M | 0.26% | +8.2% |
| 802 | Clearbridge Investments#802 · 10,346 sh | 10,346 | $11.0M | <0.01% | -24.4% |
| 803 | FIRST MERCHANTS#803 · 10,324 sh | 10,324 | $11.0M | — | +3.0% |
| 804 | SMITH, MOORE#804 · 10,324 sh | 10,324 | $11.0M | 0.71% | -2.7% |
| 805 | Lifeworks Advisors#805 · 10,297 sh | 10,297 | $11.0M | 1.15% | +8.4% |
| 806 | Cyndeo Wealth Partners#806 · 10,286 sh | 10,286 | $11.0M | — | -2.4% |
| 807 | BOYD WATTERSON ASSET MANAGEMENT#807 · 10,281 sh | 10,281 | $10.9M | 2.95% | -0.2% |
| 808 | Vestmark Advisory Solutions#808 · 10,211 sh | 10,211 | $10.9M | 0.10% | +32.1% |
| 809 | Trajan Wealth#809 · 10,201 sh | 10,201 | $10.9M | 0.41% | -40.6% |
| 810 | Occidental Asset Management#810 · 10,195 sh | 10,195 | $10.9M | 1.08% | +1.0% |
| 811 | Providence Wealth Advisors#811 · 11,040 sh | 11,040 | $10.8M | 6.38% | -1.3% |
| 812 | ODDO BHF ASSET MANAGEMENT SAS#812 · 10,142 sh | 10,142 | $10.8M | 0.50% | +8.9% |
| 813 | Trek Financial#813 · 10,127 sh | 10,127 | $10.8M | 0.54% | +198.1% |
| 814 | Procyon Advisors#814 · 10,122 sh | 10,122 | $10.8M | — | -1.2% |
| 815 | NorthRock Partners#815 · 10,121 sh | 10,121 | $10.8M | 0.16% | +0.3% |
| 816 | SECURIAN ASSET MANAGEMENT#816 · 12,239 sh | 12,239 | $10.8M | 0.39% | -3.0% |
| 817 | Ramirez Asset Management#817 · 10,110 sh | 10,110 | $10.8M | 1.12% | 0.0% |
| 818 | Argyle Capital Management#818 · 10,082 sh | 10,082 | $10.7M | 3.09% | -2.7% |
| 819 | Jones Kertz & Associates#819 · 10,073 sh | 10,073 | $10.7M | 4.95% | -10.9% |
| 820 | WHALEROCK POINT PARTNERS#820 · 10,057 sh | 10,057 | $10.7M | 1.82% | -1.1% |
| 821 | Focus Financial Network#821 · 10,043 sh | 10,043 | $10.7M | — | +1.6% |
| 822 | McKinley Carter Wealth Services#822 · 10,027 sh | 10,027 | $10.7M | — | +4.3% |
| 823 | Stokes Capital Advisors#823 · 10,019 sh | 10,019 | $10.7M | — | -11.2% |
| 824 | ABN AMRO Bank N.V.#824 · 10,130 sh | 10,130 | $10.7M | 0.14% | +38.8% |
| 825 | Naviter Wealth#825 · 10,011 sh | 10,011 | $10.7M | 0.97% | +29.9% |
| 826 | Asset Management Group#826 · 10,005 sh | 10,005 | $10.7M | 1.56% | -7.4% |
| 827 | Advisors Preferred#827 · 11,056 sh | 11,056 | $10.7M | 1.65% | +2.9% |
| 828 | Chicago Capital#828 · 10,003 sh | 10,003 | $10.7M | — | +26.7% |
| 829 | DKRT Investments#829 · 10,000 sh | 10,000 | $10.6M | 2.60% | -33.3% |
| 830 | HWG#830 · 9,989 sh | 9,989 | $10.6M | — | +147.1% |
| 831 | TritonPoint Partners#831 · 9,969 sh | 9,969 | $10.6M | 0.88% | +1035.4% |
| 832 | IBEX WEALTH ADVISORS#832 · 9,965 sh | 9,965 | $10.6M | 0.83% | +0.5% |
| 833 | Hudson Capital Management#833 · 9,942 sh | 9,942 | $10.6M | — | -7.0% |
| 834 | Jaffetilchin Investment Partners#834 · 9,942 sh | 9,942 | $10.6M | 0.56% | +0.1% |
| 835 | RFG Advisory#835 · 9,930 sh | 9,930 | $10.6M | 0.17% | +4.4% |
| 836 | Wellington Shields#836 · 9,907 sh | 9,907 | $10.5M | 2.36% | +4.5% |
| 837 | Fox Hill Wealth Management#837 · 9,832 sh | 9,832 | $10.5M | 4.20% | +91.6% |
| 838 | Finer Wealth Management#838 · 9,816 sh | 9,816 | $10.5M | — | -1.4% |
| 839 | Mystic Asset Management#839 · 9,809 sh | 9,809 | $10.4M | — | -1.4% |
| 840 | River Wealth Advisors#840 · 9,782 sh | 9,782 | $10.4M | 1.09% | +3.0% |
| 841 | Mattern Wealth Management#841 · 9,771 sh | 9,771 | $10.4M | 1.71% | 0.0% |
| 842 | THOROUGHBRED FINANCIAL SERVICES#842 · 9,769 sh | 9,769 | $10.4M | 0.50% | +0.2% |
| 843 | LMG Wealth Partners#843 · 9,767 sh | 9,767 | $10.4M | 1.66% | +1.1% |
| 844 | TRITONPOINT WEALTH#844 · 9,764 sh | 9,764 | $10.4M | — | -1.9% |
| 845 | Rockline Wealth Management#845 · 9,752 sh | 9,752 | $10.4M | — | +5.1% |
| 846 | Nilsine Partners#846 · 9,750 sh | 9,750 | $10.4M | 0.72% | +0.8% |
| 847 | Sound View Wealth Advisors Group#847 · 9,741 sh | 9,741 | $10.4M | 0.64% | -1.4% |
| 848 | SevenBridge Financial Group#848 · 12,290 sh | 12,290 | $10.4M | — | -0.9% |
| 849 | MONECO Advisors#849 · 9,710 sh | 9,710 | $10.3M | 0.63% | +54.3% |
| 850 | LOCKHEED MARTIN INVESTMENT MANAGEMENT#850 · 9,700 sh | 9,700 | $10.3M | 0.41% | New |
| 851 | Envestnet Portfolio Solutions#851 · 9,691 sh | 9,691 | $10.3M | 0.05% | +5.3% |
| 852 | JERICHO FINANCIAL, LLP#852 · 9,649 sh | 9,649 | $10.3M | — | +1.0% |
| 853 | IFG Advisory#853 · 9,630 sh | 9,630 | $10.3M | 0.36% | +1940.3% |
| 854 | RMB Capital Management#854 · 9,620 sh | 9,620 | $10.2M | 0.16% | +1.2% |
| 855 | J. Safra Sarasin Holding AG#855 · 12,181 sh | 12,181 | $10.2M | — | +10.3% |
| 856 | Walleye Trading#856 · 9,613 sh | 9,613 | $10.2M | 0.01% | +226.3% |
| 857 | Capital Investment Counsel#857 · 9,610 sh | 9,610 | $10.2M | — | -11.6% |
| 858 | TWIN CAPITAL MANAGEMENT#858 · 9,594 sh | 9,594 | $10.2M | 1.11% | +1.3% |
| 859 | RFG - Bristol Wealth Advisors#859 · 9,542 sh | 9,542 | $10.2M | — | -1.5% |
| 860 | Liontrust Investment Partners LLP#860 · 9,540 sh | 9,540 | $10.2M | 0.15% | New |
| 861 | SEAVIEW INVESTMENT MANAGERS#861 · 9,538 sh | 9,538 | $10.2M | 3.03% | New |
| 862 | Nikko Asset Management Americas#862 · 9,516 sh | 9,516 | $10.1M | 0.13% | -8.6% |
| 863 | Choate Investment Advisors#863 · 9,496 sh | 9,496 | $10.1M | 0.18% | +0.5% |
| 864 | MWA Asset Management#864 · 9,493 sh | 9,493 | $10.1M | 4.57% | -8.1% |
| 865 | Onex Canada Asset Management#865 · 9,475 sh | 9,475 | $10.1M | 1.55% | 0.0% |
| 866 | CPA Asset Management#866 · 9,466 sh | 9,466 | $10.1M | — | -7.6% |
| 867 | Ballentine Partners#867 · 9,435 sh | 9,435 | $10.0M | 0.12% | +1.9% |
| 868 | Confluence Wealth Services#868 · 9,423 sh | 9,423 | $10.0M | 0.29% | +36.7% |
| 869 | Concord Wealth Partners#869 · 9,417 sh | 9,417 | $10.0M | 1.15% | -3.6% |
| 870 | Soltis Investment Advisors#870 · 9,392 sh | 9,392 | $10.0M | 0.56% | +3.1% |
| 871 | Investor's Fiduciary Advisor Network#871 · 9,387 sh | 9,387 | $10.0M | 3.39% | -1.7% |
| 872 | Cornerstone Wealth Management#872 · 9,379 sh | 9,379 | $10.0M | 0.43% | -0.9% |
| 873 | MARVIN & PALMER ASSOCIATES#873 · 9,362 sh | 9,362 | $10.0M | 6.27% | +77.6% |
| 874 | Coastline#874 · 9,355 sh | 9,355 | $10.0M | — | +4.7% |
| 875 | GTS SECURITIES#875 · 9,307 sh | 9,307 | $9.9M | 0.21% | +153.4% |
| 876 | Forty-three Eighteen Advisors#876 · 9,275 sh | 9,275 | $9.9M | 6.65% | 0.0% |
| 877 | MV CAPITAL MANAGEMENT#877 · 9,218 sh | 9,218 | $9.8M | 0.87% | -5.5% |
| 878 | Slow Capital#878 · 9,205 sh | 9,205 | $9.8M | — | -13.5% |
| 879 | DAYMARK WEALTH PARTNERS#879 · 9,190 sh | 9,190 | $9.8M | 0.24% | +1.8% |
| 880 | SNS Financial Group#880 · 9,186 sh | 9,186 | $9.8M | 0.19% | +131.5% |
| 881 | SCHNIEDERS CAPITAL MANAGEMENT#881 · 9,177 sh | 9,177 | $9.8M | 1.28% | -0.8% |
| 882 | RB Capital Management#882 · 9,149 sh | 9,149 | $9.7M | 1.90% | -2.3% |
| 883 | Heartland Bank#883 · 9,085 sh | 9,085 | $9.7M | 2.00% | -1.8% |
| 884 | CULLEN/FROST BANKERS#884 · 9,072 sh | 9,072 | $9.7M | 0.10% | +3.6% |
| 885 | Financial & Tax Architects#885 · 9,062 sh | 9,062 | $9.6M | — | -16.2% |
| 886 | Financial Synergies Wealth Advisors#886 · 9,012 sh | 9,012 | $9.6M | — | 0.0% |
| 887 | Man Group plc#887 · 9,005 sh | 9,005 | $9.6M | 0.02% | -49.2% |
| 888 | RH Tailwind Management#888 · 9,000 sh | 9,000 | $9.6M | 0.93% | -30.8% |
| 889 | Kovitz Investment Group Partners#889 · 8,962 sh | 8,962 | $9.5M | 0.21% | +143.6% |
| 890 | Iowa State Bank#890 · 8,957 sh | 8,957 | $9.5M | — | +0.8% |
| 891 | Wedmont Private Capital#891 · 10,012 sh | 10,012 | $9.5M | — | +17.6% |
| 892 | NAPLES GLOBAL ADVISORS#892 · 8,941 sh | 8,941 | $9.5M | 0.59% | -2.6% |
| 893 | AlTi Global#893 · 8,939 sh | 8,939 | $9.5M | 0.20% | +1.7% |
| 894 | Douglass Winthrop Advisors#894 · 8,915 sh | 8,915 | $9.5M | 0.16% | 0.0% |
| 895 | MITCHELL CAPITAL MANAGEMENT#895 · 8,864 sh | 8,864 | $9.4M | 1.44% | -3.1% |
| 896 | Baader Bank Aktiengesellschaft#896 · 8,859 sh | 8,859 | $9.4M | 0.71% | -24.4% |
| 897 | GAM Holding AG#897 · 8,858 sh | 8,858 | $9.4M | 0.72% | -5.0% |
| 898 | Penobscot Investment Management Company#898 · 8,841 sh | 8,841 | $9.4M | — | -0.2% |
| 899 | DELTA CAPITAL MANAGEMENT#899 · 8,840 sh | 8,840 | $9.4M | — | -0.1% |
| 900 | BANK OF HAWAII#900 · 8,795 sh | 8,795 | $9.4M | 0.46% | -6.9% |
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.