Caterpillar Inc. — Institutional Ownership
Which tracked institutions hold CAT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
88
Funds holding
$137499974323
Total value held
Buying
47 added/new · 37 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $40457153173 | 37991505 | +805572 | +2.17% |
| 2 | State Street Corp | $36624377308 | 34392316 | -488288 | -1.40% |
| 3 | Jpmorgan Chase & Co | $8311531981 | 8044531 | +4393052 | +120.31% |
| 4 | Morgan Stanley | $7991466469 | 7504426 | +4764 | +0.06% |
| 5 | Northern Trust Corp | $6031758660 | 5664155 | -14640 | -0.26% |
| 6 | Bank Of America Corp /De/ | $5818149989 | 5463565 | -214013 | -3.77% |
| 7 | Goldman Sachs Group Inc | $4175465277 | 3920993 | +498822 | +14.58% |
| 8 | Invesco Ltd. | $3497230434 | 3284093 | +3284093 | NEW BUY |
| 9 | Bank Of New York Mellon Corp | $3192710156 | 2998131 | -450038 | -13.05% |
| 10 | Barclays Plc | $2972156134 | 2791019 | +442838 | +18.86% |
| 11 | Royal Bank Of Canada | $2552848000 | 2397264 | +110762 | +4.84% |
| 12 | Wells Fargo & Company/Mn | $2274509891 | 2135890 | +84987 | +4.14% |
| 13 | Ubs Group Ag | $2006820024 | 1884515 | +1884515 | NEW BUY |
| 14 | Citigroup Inc | $1539881832 | 1446034 | +798110 | +123.18% |
| 15 | Raymond James Financial Inc | $1124215588 | 1055701 | +29404 | +2.87% |
| 16 | Ameriprise Financial Inc | $995032257 | 934284 | +934284 | NEW BUY |
| 17 | Franklin Resources Inc | $898466731 | 843713 | -129028 | -13.26% |
| 18 | Bank Of Montreal /Can/ | $784959083 | 737120 | -3719 | -0.50% |
| 19 | Principal Financial Group Inc | $705746502 | 662735 | -3571 | -0.54% |
| 20 | Fifth Third Bancorp | $634622834 | 595946 | +4592 | +0.78% |
| 21 | Stifel Financial Corp | $629506480 | 591099 | +591099 | NEW BUY |
| 22 | Prudential Financial Inc | $560227917 | 526085 | +8127 | +1.57% |
| 23 | Us Bancorp \De\ | $504650220 | 473894 | -5591 | -1.17% |
| 24 | Toronto Dominion Bank | $397905161 | 373657 | +214939 | +135.42% |
| 25 | Pnc Financial Services Group, Inc. | $358763178 | 336898 | -6362 | -1.85% |
| 26 | Markel Group Inc. | $349979385 | 328650 | +328650 | NEW BUY |
| 27 | Bank Of Nova Scotia | $313521818 | 294412 | -47267 | -13.83% |
| 28 | Sei Investments Co | $309780503 | 290919 | +81689 | +39.04% |
| 29 | M&T Bank Corp | $210149092 | 196291 | -3340 | -1.67% |
| 30 | Truist Financial Corp | $196421660 | 184451 | -24712 | -11.81% |
| 31 | Banco Santander, S.A. | $142421856 | 133742 | +133742 | NEW BUY |
| 32 | Nomura Holdings Inc | $128680387 | 120838 | +92377 | +324.57% |
| 33 | Janus Henderson Group Plc | $81825146 | 115517 | +115517 | NEW BUY |
| 34 | Regions Financial Corp | $70848862 | 66531 | -998 | -1.48% |
| 35 | Pinnacle Financial Partners, Inc. | $60940076 | 57226 | -531 | -0.92% |
| 36 | Federated Hermes, Inc. | $59351137 | 55734 | +55734 | NEW BUY |
| 37 | Allstate Corp | $52193944 | 49013 | +13281 | +37.17% |
| 38 | Ing Groep Nv | $43971851 | 41292 | +41292 | NEW BUY |
| 39 | Associated Banc-Corp | $41260614 | 38746 | -1236 | -3.09% |
| 40 | Park National Corp /Oh/ | $40984782 | 38487 | -3209 | -7.70% |
| 41 | Jefferies Financial Group Inc. | $39099933 | 36717 | +36717 | NEW BUY |
| 42 | Hilltop Holdings Inc. | $36180650 | 33976 | +28619 | +534.24% |
| 43 | Equitable Holdings, Inc. | $35437168 | 33278 | -2896 | -8.01% |
| 44 | Adams Diversified Equity Fund, Inc. | $34076800 | 32000 | +32000 | NEW BUY |
| 45 | Atlantic Union Bankshares Corp | $32342555 | 30372 | +6934 | +29.58% |
| 46 | German American Bancorp, Inc. | $20501454 | 19252 | -273 | -1.40% |
| 47 | Banco Bilbao Vizcaya Argentaria, S.A. | $18701668 | 17584 | -3642 | -17.16% |
| 48 | Nicolet Bankshares Inc | $17102019 | 16554 | -84 | -0.50% |
| 49 | Stonex Group Inc. | $14374201 | 13499 | -1170 | -7.98% |
| 50 | Old National Bancorp /In/ | $11082413 | 10407 | +624 | +6.38% |
| 51 | First Merchants Corp | $10994028 | 10324 | +305 | +3.04% |
| 52 | Cullen/Frost Bankers, Inc. | $9660337 | 9072 | +9072 | NEW BUY |
| 53 | Alti Global, Inc. | $9519590 | 8939 | +147 | +1.67% |
| 54 | Arrow Financial Corp | $5998582 | 5633 | -1196 | -17.51% |
| 55 | First Horizon Corp | $5588596 | 5248 | +5248 | NEW BUY |
| 56 | Itau Unibanco Holding S.A. | $5390524 | 5062 | — | Held |
| 57 | Zions Bancorporation, National Association /Ut/ | $5325565 | 5001 | +5001 | NEW BUY |
| 58 | Univest Financial Corp | $4194642 | 3939 | -107 | -2.64% |
| 59 | Citizens & Northern Corp | $4095605 | 3846 | -641 | -14.29% |
| 60 | Southstate Bank Corp | $3646672 | 3424 | +3424 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.