Filing Research | CAT - CATERPILLAR INC Institutional Holdings

Snapshot holdings

50 / 1,382 loaded

#		Instrument	quantity
1	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	313.1KSH	$333.4M
2	Alecta Tjanstepension Omsesidigt	Shares	219.6KSH	$233.8M
3	Swedbank AB	Shares	215.1KSH	$229.1M
4	Rathbones Group PLC	Shares	211.1KSH	$224.8M
5	Sequoia Financial Advisors, LLC	Shares	188.3KSH	$200.5M
6	Robeco Institutional Asset Management B.V.	Shares	178.1KSH	$189.7M
7	Mirae Asset Global Investments Co., Ltd.	Shares	138.3KSH	$147.3M
8	Mediolanum International Funds Ltd	Shares	136.4KSH	$140.9M
9	Czech National Bank	Shares	131.1KSH	$139.6M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	182.1KSH	$120.5M
11	QRG CAPITAL MANAGEMENT, INC.	Shares	108.0KSH	$115.1M
12	IFM Investors Pty Ltd	Shares	105.1KSH	$111.9M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	101.7KSH	$108.3M
14	Prospera Financial Services Inc	Shares	97.6KSH	$103.9M
15	GATEWAY INVESTMENT ADVISERS LLC	Shares	93.0KSH	$99.0M
16	Mesirow Financial Investment Management, Inc.	Shares	89.3KSH	$95.1M
17	OFI INVEST ASSET MANAGEMENT	Shares	93.5KSH	$87.7M
18	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	82.2KSH	$87.6M
19	COUNTRY TRUST BANK	Shares	78.1KSH	$83.2M
20	D.A. DAVIDSON & CO.	Shares	77.7KSH	$82.7M
21	Vest Financial, LLC	Shares	76.1KSH	$81.0M
22	Police & Firemen's Retirement System of New Jersey	Shares	68.2KSH	$72.7M
23	Union Bancaire Privee, UBP SA	Shares	65.5KSH	$72.3M
24	FACTORY MUTUAL INSURANCE CO	Shares	64.0KSH	$68.2M
25	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	62.5KSH	$66.6M
26	ASR Vermogensbeheer N.V.	Shares	61.7KSH	$65.7M
27	HM PAYSON & CO	Shares	56.0KSH	$59.6M
28	Westchester Capital Management, Inc.	Shares	55.8KSH	$59.4M
29	NorthCrest Asset Manangement, LLC	Shares	57.7KSH	$54.1M
30	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	50.5KSH	$53.8M
31	Merit Financial Group, LLC	Shares	49.0KSH	$52.2M
32	SALEM INVESTMENT COUNSELORS INC	Shares	48.7KSH	$51.9M
33	Tema ETFs LLC	Shares	48.6KSH	$51.7M
34	AEGON ASSET MANAGEMENT UK PLC	Shares	47.2KSH	$50.2M
35	BAR HARBOR WEALTH MANAGEMENT	Shares	45.7KSH	$48.7M
36	DAVENPORT & Co LLC	Shares	43.3KSH	$46.1M
37	MassMutual Private Wealth & Trust, FSB	Shares	42.5KSH	$45.3M
38	LBP AM SA	Shares	42.2KSH	$44.9M
39	CONGRESS ASSET MANAGEMENT CO	Shares	41.7KSH	$44.4M
40	Segment Wealth Management, LLC	Shares	40.8KSH	$43.4M
41	Stillwater Capital Advisors, LLC	Shares	40.5KSH	$43.1M
42	LaFleur & Godfrey LLC	Shares	40.3KSH	$43.0M
43	BENJAMIN EDWARDS INC	Shares	39.8KSH	$42.4M
44	Fideuram Asset Management (Ireland) dac	Shares	44.9KSH	$41.1M
45	PARK NATIONAL CORP /OH/	Shares	38.5KSH	$41.0M
46	Brookstone Capital Management	Shares	38.3KSH	$40.8M
47	Farther Finance Advisors, LLC	Shares	38.2KSH	$40.6M
48	Welch Group, LLC	Shares	38.2KSH	$40.6M
49	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	38.1KSH	$40.6M
50	Kepler Cheuvreux (Suisse) SA	Shares	37.2KSH	$39.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,398 loaded

#		Instrument
1	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-3.1K	+$109.4M	$333.4M
2	Robeco Institutional Asset Management B.V. added	Shares	+47.1K	+$96.9M	$189.7M
3	Swedbank AB added	Shares	+8.2K	+$82.5M	$229.1M
4	Sequoia Financial Advisors, LLC added	Shares	+9.5K	+$73.8M	$200.5M
5	Mediolanum International Funds Ltd added	Shares	+22.9K	+$65.2M	$140.9M
6	Alecta Tjanstepension Omsesidigt trimmed	Shares	-28.9K	+$57.8M	$233.8M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.3K	+$55.2M	$147.3M
8	AEGON ASSET MANAGEMENT UK PLC new	Shares	+47.2K	+$50.2M	$50.2M
9	Czech National Bank added	Shares	+4.4K	+$49.8M	$139.6M
10	OFI INVEST ASSET MANAGEMENT added	Shares	+31.1K	+$48.9M	$87.7M
11	QRG CAPITAL MANAGEMENT, INC. added	Shares	+12.1K	+$47.1M	$115.1M
12	IFM Investors Pty Ltd added	Shares	+9.9K	+$44.5M	$111.9M
13	Prospera Financial Services Inc added	Shares	+2.1K	+$36.3M	$103.9M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.6K	+$35.8M	$120.5M
15	Fideuram Asset Management (Ireland) dac added	Shares	+36.1K	+$35.2M	$41.1M
16	Union Bancaire Privee, UBP SA added	Shares	+12.4K	+$35.0M	$72.3M
17	ADAMS DIVERSIFIED EQUITY FUND, INC. new	Shares	+32.0K	+$34.1M	$34.1M
18	COUNTRY TRUST BANK added	Shares	+5.7K	+$31.9M	$83.2M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-6.7K	+$31.5M	$108.3M
20	Mesirow Financial Investment Management, Inc. trimmed	Shares	-649	+$31.4M	$95.1M
21	LBP AM SA added	Shares	+22.7K	+$31.1M	$44.9M
22	MISSION WEALTH MANAGEMENT, LP added	Shares	+21.3K	+$26.3M	$33.5M
23	D.A. DAVIDSON & CO. trimmed	Shares	-2.7K	+$25.8M	$82.7M
24	ASR Vermogensbeheer N.V. added	Shares	+5.2K	+$25.7M	$65.7M
25	J.W. COLE ADVISORS, INC. new	Shares	+22.7K	+$24.2M	$24.2M
26	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-100	+$22.7M	$68.2M
27	Tema ETFs LLC added	Shares	+7.1K	+$22.3M	$51.7M
28	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-3.0K	+$22.2M	$72.7M
29	Valeo Financial Advisors, LLC added	Shares	+11.1K	+$19.7M	$35.3M
30	Merit Financial Group, LLC added	Shares	+2.7K	+$19.4M	$52.2M
31	Kepler Cheuvreux (Suisse) SA added	Shares	+6.6K	+$17.9M	$39.6M
32	Westchester Capital Management, Inc. trimmed	Shares	-3.1K	+$17.7M	$59.4M
33	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-6.5K	+$17.7M	$66.6M
34	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-181	+$17.2M	$51.9M
35	BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed	Shares	-1.8K	+$16.7M	$53.8M
36	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-18.4K	+$16.3M	$87.6M
37	BAR HARBOR WEALTH MANAGEMENT trimmed	Shares	-436	+$16.0M	$48.7M
38	Farther Finance Advisors, LLC added	Shares	+4.3K	+$15.9M	$40.6M
39	FFG Partners, LLC new	Shares	+14.2K	+$15.1M	$15.1M
40	DAVENPORT & Co LLC trimmed	Shares	-1.2K	+$14.6M	$46.1M
41	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+4.9K	+$14.4M	$32.8M
42	NorthCrest Asset Manangement, LLC added	Shares	+2.3K	+$14.4M	$54.1M
43	Segment Wealth Management, LLC trimmed	Shares	-495	+$14.2M	$43.4M
44	Stillwater Capital Advisors, LLC trimmed	Shares	-389	+$14.1M	$43.1M
45	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+485	+$13.9M	$40.6M
46	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-1.5K	+$13.8M	$44.4M
47	Munich Reinsurance Co Stock Corp in Munich added	Shares	+12.5K	+$13.5M	$13.9M
48	Vest Financial, LLC trimmed	Shares	-19.3K	+$13.4M	$81.0M
49	BENJAMIN EDWARDS INC trimmed	Shares	-1.2K	+$13.3M	$42.4M
50	Welch Group, LLC trimmed	Shares	-945	+$12.9M	$40.6M

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