CAT — Caterpillar Inc Institutional Holders · Q3 2026

Name: Who Owns CAT? 227 Institutions Hold $707M (Q3 2026)
Creator: ko.io

Who owns Caterpillar Inc (CAT)? 227 institutions reported holding $706.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($34.8M), Park National Corp ($32.8M), MassMutual Private Wealth & Trust, FSB ($32.3M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$34.8M	42,881	Added
2	PARK NATIONAL CORP /OH/	$32.8M	40,449	Added
3	MassMutual Private Wealth & Trust, FSB	$32.3M	39,829	Trimmed
4	CONGRESS ASSET MANAGEMENT CO	$32.2M	39,765	Trimmed
5	Valeo Financial Advisors, LLC	$26.4M	32,612	Trimmed
6	JACOBS & CO/CA	$24.7M	30,494	Trimmed
7	AMERICAN NATIONAL BANK & TRUST	$20.6M	25,461	Trimmed
8	Venture Visionary Partners LLC	$19.6M	24,185	Added
9	Overbrook Management Corp	$19.2M	23,655	Added
10	CX Institutional	$19.1M	23,527	Added
11	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$15.5M	19,140	Trimmed
12	CENTRAL BANK & TRUST CO	$15.0M	18,517	Trimmed
13	FIRST FINANCIAL BANK - TRUST DIVISION	$14.3M	17,696	Trimmed
14	GAMMA Investing LLC	$12.8M	15,749	Added
15	Gerald Baker Financial Group LLC	$12.4M	15,331	Added
16	Gouws Capital LLC	$12.2M	15,075	Added
17	NEVILLE RODIE & SHAW INC	$12.1M	14,902	Trimmed
18	EASTERN BANK	$11.5M	14,133	Added
19	CANANDAIGUA NATIONAL BANK & TRUST CO	$11.4M	14,001	Trimmed
20	CoreCap Advisors, LLC	$9.5M	11,734	Trimmed
21	SAPIENT CAPITAL LLC	$9.2M	11,325	Added
22	Monument Capital Management	$9.0M	11,063	Trimmed
23	Wedmont Private Capital	$8.4M	10,543	Added
24	Stokes Capital Advisors, LLC	$8.3M	10,255	Added
25	Polaris Financial Partners	$7.8M	9,482	New

Source: SEC Form 13F filings · as of 2026-09-30