Who Owns CATERPILLAR INC (CAT)? -- Institutional Holders (2026-06-30)
162 institutions reported holding $850.5M of CATERPILLAR INC (CAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Czech National Bank ($139.6M), OLD REPUBLIC INTERNATIONAL CORP ($90.6M), BEACON INVESTMENT ADVISORY SERVICES, INC. ($53.8M), MassMutual Private Wealth & Trust, FSB ($45.3M), CONGRESS ASSET MANAGEMENT CO ($44.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Czech National Bank | $139.6M | 131,102 | Added |
| 2 | OLD REPUBLIC INTERNATIONAL CORP | $90.6M | 85,500 | Hold |
| 3 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $53.8M | 50,514 | Trimmed |
| 4 | MassMutual Private Wealth & Trust, FSB | $45.3M | 42,523 | Trimmed |
| 5 | CONGRESS ASSET MANAGEMENT CO | $44.4M | 41,651 | Trimmed |
| 6 | Valeo Financial Advisors, LLC | $35.3M | 33,191 | Added |
| 7 | Dynamic Advisor Solutions LLC | $25.6M | 24,049 | Added |
| 8 | FIRST FINANCIAL BANK - TRUST DIVISION | $19.7M | 18,457 | Trimmed |
| 9 | Assenagon Asset Management S.A. | $16.2M | 15,258 | Trimmed |
| 10 | CANANDAIGUA NATIONAL BANK & TRUST CO | $15.9M | 14,953 | Trimmed |
| 11 | NEVILLE RODIE & SHAW INC | $15.9M | 14,952 | Trimmed |
| 12 | Teamwork Financial Advisors, LLC | $15.8M | 14,865 | Trimmed |
| 13 | GAMMA Investing LLC | $15.7M | 14,723 | Added |
| 14 | EASTERN BANK | $15.0M | 14,124 | Trimmed |
| 15 | CoreCap Advisors, LLC | $13.6M | 12,756 | Added |
| 16 | CX Institutional | $13.3M | 12,491 | Trimmed |
| 17 | ANDERSON HOAGLAND & CO | $13.1M | 12,314 | Trimmed |
| 18 | CLUNE & ASSOCIATES, LTD. | $8.9M | 8,373 | Trimmed |
| 19 | Avior Wealth Management, LLC | $8.0M | 7,544 | Trimmed |
| 20 | Boltwood Capital Management | $7.8M | 7,359 | Trimmed |
| 21 | BDF-GESTION | $7.8M | 7,255 | Trimmed |
| 22 | Greenfield Savings Bank | $6.8M | 6,348 | Trimmed |
| 23 | Beacon Bank & Trust | $6.4M | 6,009 | Trimmed |
| 24 | Financial Enhancement Group LLC | $6.2M | 5,851 | Trimmed |
| 25 | Apella Capital, LLC | $6.0M | 6,429 | Added |
Source: SEC Form 13F filings · as of 2026-06-30