Companies / CATERPILLAR INC / Institutional moves
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Caterpillar Inc

Institutional position changes, all quarters

735 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedBlackRock, Inc.Jun 30, 2026+1,782,730+4.9%37,991,505$1.90Bhigh
TrimmedSTATE STREET CORPORATIONJun 30, 2026-996,234-2.8%34,392,316$1.06Bhigh
AddedLPL Financial LLCJun 30, 2026+158,930+16%1,182,150$169.24Mhigh
AddedTemasek Holdings (Private) LimitedJun 30, 2026+88,120+168%140,673$93.84Mhigh
AddedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026+87,428+6.8%1,377,957$93.10Mhigh
TrimmedDEUTSCHE BANK AGJun 30, 2026-86,169-5.9%1,364,014$91.76Mhigh
TrimmedVictory Capital Management, Inc.Jun 30, 2026-29,400-5.8%481,112$31.31Mmedium
TrimmedLido Advisors, LLCJun 30, 2026-16,189-17%76,670$17.24Mmedium
TrimmedRWA WEALTH PARTNERS, LLCJun 30, 2026-15,181-14%94,652$16.17Mmedium
TrimmedMML INVESTORS SERVICES, LLCJun 30, 2026-14,777-9.9%134,132$15.74Mmedium
TrimmedDakota Wealth ManagementJun 30, 2026-12,548-21%47,042$13.36Mmedium
TrimmedThe PNC Financial Services Group, Inc.Jun 30, 2026-10,462-3.0%336,898$11.14Mmedium
AddedMEEDER ASSET MANAGEMENT INCJun 30, 2026+10,369+590%12,126$11.04Mmedium
TrimmedTexas Capital Bank Wealth Management Services IncJun 30, 2026-7,950-33%15,788$8.47Mmedium
NewLEE JOHNSON CAPITAL MANAGEMENT, LLCJun 30, 2026+6,955New6,955$7.41Mmedium
AddedWealthfront Advisers LLCJun 30, 2026+6,130+8.7%76,480$6.53Mmedium
TrimmedK.J. Harrison & Partners IncJun 30, 2026-5,390-47%6,175$5.74Mmedium
TrimmedB & T Capital Management DBA Alpha Capital ManagementJun 30, 2026-4,702-37%8,000$5.01Mmedium
TrimmedGould Capital, LLCJun 30, 2026-4,538-58%3,353$4.83Mlow
TrimmedNationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Jun 30, 2026-3,692-54%3,093$3.93Mlow
AddedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026+3,690+11%37,369$3.93Mlow
TrimmedArizona State Retirement SystemJun 30, 2026-3,315-2.5%129,108$3.53Mlow
TrimmedDonoghue Forlines LLCJun 30, 2026-3,216-76%1,029$3.42Mlow
TrimmedFIRST NATIONAL BANK OF OMAHAJun 30, 2026-3,020-20%12,159$3.15Mlow
AddedMARVIN & PALMER ASSOCIATES INCJun 30, 2026+2,877+44%9,362$3.06Mlow
TrimmedOccidental Asset Management, LLCJun 30, 2026-2,686-21%10,195$2.86Mlow
TrimmedNordwand Advisors, LLCJun 30, 2026-2,595-24%8,230$2.76Mlow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-3,843-100%0$2.72Mlow
AddedNaviter Wealth, LLCJun 30, 2026+2,332+30%10,011$2.48Mlow
NewHexagon Capital Partners LLCJun 30, 2026+2,310New2,310$2.46Mlow
TrimmedCOMPASS CAPITAL MANAGEMENT, INCJun 30, 2026-2,241-12%16,886$2.39Mlow
AddedOneDigital Investment Advisors LLCJun 30, 2026+2,196+13%19,425$2.34Mlow
AddedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026+2,142+12%20,176$2.28Mlow
AddedPerfromance Wealth Partners, LLCJun 30, 2026+2,089+92%4,362$2.22Mlow
TrimmedFocused Wealth Management, IncJun 30, 2026-1,869-23%6,432$1.99Mlow
AddedKingdom Financial Group LLC.Jun 30, 2026+1,803>1000%1,929$1.92Mlow
TrimmedAMG National Trust BankJun 30, 2026-1,747-21%6,629$1.86Mlow
AddedMeeder Advisory Services, Inc.Jun 30, 2026+1,684+11%16,401$1.79Mlow
NewMosaic Advisors LLCJun 30, 2026+1,425New1,425$1.52Mlow
TrimmedPrinciple Wealth Partners LLCJun 30, 2026-1,391-6.4%20,342$1.48Mlow
TrimmedMarble Wealth, LLCJun 30, 2026-1,377-36%2,486$1.47Mlow
ExitedAlphaQuest LLCJun 30, 2026-2,001-100%0$1.15Mlow
TrimmedOxbow Advisors, LLCJun 30, 2026-1,033-16%5,587$1.10Mlow
ExitedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026-1,896-100%0$1.09Mlow
NewCCG WEALTH MANAGEMENT, LLCJun 30, 2026+1,011New1,011$1.08Mlow
TrimmedInman Jager Wealth Management, LLCJun 30, 2026-1,009-23%3,413$1.07Mlow
TrimmedBuckley Wealth Management, LLCJun 30, 2026-975-11%8,020$1.04Mlow
TrimmedMidFirst BankJun 30, 2026-959-3.5%26,232$1.02Mlow
AddedGranite Investment Partners, LLCJun 30, 2026+882+13%7,820$939.2Klow
TrimmedMay Hill Capital, LLCJun 30, 2026-783-43%1,041$833.8Klow
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