Caterpillar Inc. — Institutional Ownership
Which tracked institutions hold CAT, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
60
Funds holding
$81480754167
Total value held
Buying
31 added/new · 28 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $26344745812 | 37185933 | +977158 | +2.70% |
| 2 | State Street Corp | $24711512710 | 34880604 | -507946 | -1.44% |
| 3 | Morgan Stanley | $5313212827 | 7499662 | +424543 | +6.00% |
| 4 | Northern Trust Corp | $4023199106 | 5678795 | -172481 | -2.95% |
| 5 | Bank Of America Corp /De/ | $4022337028 | 5677578 | -1061224 | -15.75% |
| 6 | Bank Of New York Mellon Corp | $2442890289 | 3448169 | -108478 | -3.05% |
| 7 | Goldman Sachs Group Inc | $2424471713 | 3422171 | +89125 | +2.67% |
| 8 | Invesco Ltd. | $1736750215 | 3031666 | +68770 | +2.32% |
| 9 | Barclays Plc | $1663592313 | 2348181 | — | NEW BUY |
| 10 | Royal Bank Of Canada | $1619897000 | 2286502 | — | NEW BUY |
| 11 | Wells Fargo & Company/Mn | $1161052485 | 2026729 | +10866 | +0.54% |
| 12 | Raymond James Financial Inc | $726215528 | 1026297 | +7222 | +0.71% |
| 13 | Ameriprise Financial Inc | $690766602 | 974909 | -71640 | -6.85% |
| 14 | Franklin Resources Inc | $689148089 | 972741 | +99021 | +11.33% |
| 15 | Bank Of Montreal /Can/ | $524854889 | 740839 | — | NEW BUY |
| 16 | Principal Financial Group Inc | $472051148 | 666306 | +99847 | +17.63% |
| 17 | Fifth Third Bancorp | $418950248 | 591354 | +87164 | +17.29% |
| 18 | Citigroup Inc | $371176265 | 647924 | -197960 | -23.40% |
| 19 | Prudential Financial Inc | $366952524 | 517958 | -2700 | -0.52% |
| 20 | Us Bancorp \De\ | $339696094 | 479485 | -11369 | -2.32% |
| 21 | Pnc Financial Services Group, Inc. | $243185846 | 343260 | -4100 | -1.18% |
| 22 | Bank Of Nova Scotia | $242066920 | 341679 | — | NEW BUY |
| 23 | Sei Investments Co | $148240422 | 209230 | — | NEW BUY |
| 24 | Truist Financial Corp | $148183373 | 209163 | -2286 | -1.08% |
| 25 | M&T Bank Corp | $114387553 | 199631 | -739 | -0.37% |
| 26 | Toronto Dominion Bank | $112447176 | 158718 | — | NEW BUY |
| 27 | Janus Henderson Group Plc | $81825146 | 115517 | — | NEW BUY |
| 28 | Regions Financial Corp | $47841596 | 67529 | +195 | +0.29% |
| 29 | Pinnacle Financial Partners, Inc. | $40930731 | 57757 | — | NEW BUY |
| 30 | Park National Corp /Oh/ | $29539948 | 41696 | +2768 | +7.11% |
| 31 | Associated Banc-Corp | $28325647 | 39982 | -1178 | -2.86% |
| 32 | Equitable Holdings, Inc. | $21629457 | 36174 | — | NEW BUY |
| 33 | Allstate Corp | $20469791 | 35732 | +18580 | +108.33% |
| 34 | Nomura Holdings Inc | $20163479 | 28461 | — | NEW BUY |
| 35 | Banco Bilbao Vizcaya Argentaria, S.A. | $14986022 | 21226 | — | NEW BUY |
| 36 | German American Bancorp, Inc. | $13832681 | 19525 | -67 | -0.34% |
| 37 | Atlantic Union Bankshares Corp | $13426411 | 23438 | -471 | -1.97% |
| 38 | Nicolet Bankshares Inc | $11908434 | 16638 | +12268 | +280.73% |
| 39 | Stonex Group Inc. | $10392240 | 14669 | -9596 | -39.55% |
| 40 | First Merchants Corp | $7098061 | 10019 | -556 | -5.26% |
| 41 | Old National Bancorp /In/ | $6930864 | 9783 | -664 | -6.36% |
| 42 | Alti Global, Inc. | $6229063 | 8792 | +95 | +1.09% |
| 43 | Arrow Financial Corp | $3912129 | 6829 | -632 | -8.47% |
| 44 | Hilltop Holdings Inc. | $3794781 | 5357 | -1909 | -26.27% |
| 45 | Citizens & Northern Corp | $3178860 | 4487 | +273 | +6.48% |
| 46 | Univest Financial Corp | $2866383 | 4046 | -91 | -2.20% |
| 47 | Westwood Holdings Group Inc | $2857218 | 4033 | -1296 | -24.32% |
| 48 | Hancock Whitney Corp | $2496145 | 2939 | -39 | -1.31% |
| 49 | First Commonwealth Financial Corp /Pa/ | $1776109 | 2507 | +465 | +22.77% |
| 50 | South Plains Financial, Inc. | $1635816 | 2309 | +123 | +5.63% |
| 51 | Norwood Financial Corp | $1540416 | 4204 | +59 | +1.42% |
| 52 | Marex Group Plc | $1410544 | 1991 | +1037 | +108.70% |
| 53 | Tompkins Financial Corp | $1341114 | 1893 | +165 | +9.55% |
| 54 | First Financial Bankshares Inc | $1145740 | 2000 | -399 | -16.63% |
| 55 | Trustco Bank Corp N Y | $1054188 | 1488 | — | Held |
| 56 | Orrstown Financial Services Inc | $929500 | 1312 | -28 | -2.09% |
| 57 | Lcnb Corp | $917165 | 1601 | -58 | -3.50% |
| 58 | Texas Capital Bancshares Inc/Tx | $871752 | 1827 | -968 | -34.63% |
| 59 | Enterprise Financial Services Corp | $813311 | 1148 | -13 | -1.12% |
| 60 | First Financial Corp /In/ | $699250 | 987 | -21 | -2.08% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.