CAT Caterpillar Inc.
Caterpillar Inc. (CAT) Institutional Ownership
What the institutions did with CAT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PARK NATIONAL CORP /OH/ | 40.4K | 17.1% |
| MassMutual Private Wealth & Trust, FSB | 39.8K | 16.9% |
| CX Institutional | 23.5K | 10.0% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 19.1K | 8.1% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 17.7K | 7.5% |
| NEVILLE RODIE & SHAW INC | 14.9K | 6.3% |
| EASTERN BANK | 14.1K | 6.0% |
| Polaris Financial Partners | 9.5K | 4.0% |
| Coastline Trust Co | 9.0K | 3.8% |
| Boltwood Capital Management | 7.2K | 3.0% |
| Montecito Bank & Trust | 3.3K | 1.4% |
| Roxbury Financial LLC | 3.2K | 1.3% |
| ROCKLAND TRUST CO | 3.1K | 1.3% |
| First Citizens Financial Corp | 3.0K | 1.3% |
| Heartwood Wealth Advisors LLC | 2.9K | 1.2% |
| Versant Capital Management, Inc | 2.5K | 1.0% |
| Adelphi Trust Co | 2.0K | 0.9% |
| TOMPKINS FINANCIAL CORP | 2.0K | 0.8% |
| Olistico Wealth, LLC | 2.0K | 0.8% |
| DOLIVER ADVISORS, LP | 1.8K | 0.8% |
| Violich Capital Management, Inc. | 1.8K | 0.8% |
| Rosenberg Matthew Hamilton | 1.8K | 0.8% |
| Stonebridge Financial Group, LLC | 1.7K | 0.7% |
| Hickory Point Bank & Trust | 1.4K | 0.6% |
| ACIMA PRIVATE WEALTH, LLC | 1.4K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 12.5K | 23.5K | +11.0K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 42.5K | 39.8K | -2.7K |
| Central Pacific Bank - Trust Division | Reduced | 3.6K | 1.2K | -2.5K |
| PARK NATIONAL CORP /OH/ | Increased | 38.5K | 40.4K | +2.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 20.1K | 19.1K | -1.0K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 18.5K | 17.7K | -761 |
| Coastline Trust Co | Reduced | 9.4K | 9.0K | -365 |
| Beacon Wealthcare LLC | New | 0 | 362 | +362 |
| CapWealth Advisors, LLC | Sold Out | 242 | 0 | -242 |
| COLLECTIVE FAMILY OFFICE LLC | Sold Out | 214 | 0 | -214 |
| Versant Capital Management, Inc | Increased | 2.3K | 2.5K | +172 |
| Boltwood Capital Management | Reduced | 7.4K | 7.2K | -169 |
| Global Wealth Strategies & Associates | Increased | 374 | 516 | +142 |
| Heartwood Wealth Advisors LLC | Reduced | 3.0K | 2.9K | -125 |
| Rosenberg Matthew Hamilton | Increased | 1.7K | 1.8K | +91 |
| Hickory Point Bank & Trust | Reduced | 1.5K | 1.4K | -79 |
| Stonebridge Financial Group, LLC | Increased | 1.6K | 1.7K | +58 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 665 | 613 | -52 |
| NEVILLE RODIE & SHAW INC | Reduced | 15.0K | 14.9K | -50 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 1.0K | 986 | -24 |
| TOMPKINS FINANCIAL CORP | Reduced | 2.0K | 2.0K | -23 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 130 | 153 | +23 |
| Olistico Wealth, LLC | Increased | 1.9K | 2.0K | +20 |
| Montecito Bank & Trust | Reduced | 3.3K | 3.3K | -19 |
| First Citizens Financial Corp | Reduced | 3.0K | 3.0K | -17 |
| Adelphi Trust Co | Reduced | 2.0K | 2.0K | -16 |
| GoalVest Advisory LLC | Reduced | 225 | 214 | -11 |
| ROCKLAND TRUST CO | Increased | 3.1K | 3.1K | +9 |
| EASTERN BANK | Increased | 14.1K | 14.1K | +9 |
| Ballew Advisors, Inc | Increased | 724 | 732 | +8 |
| Noble Wealth Management PBC | Reduced | 32 | 25 | -7 |
| Silverleafe Capital Partners, LLC | Reduced | 294 | 288 | -6 |
| Roxbury Financial LLC | Reduced | 3.2K | 3.2K | -5 |
| Planning Strategies Inc. | Increased | 58 | 61 | +3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.