Companies / CATERPILLAR INC / Institutional holders

Caterpillar Inc

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Penserra Capital Management LLC	$22	39	0.00%
Harel Insurance Investments & Financial Services Ltd.	$23	41	0.00%
IFC & Insurance Marketing, Inc.	$46	81	0.00%
Centerpoint Advisors, LLC	$123	215	0.00%
Covestor Ltd	$125	117	0.00%
Capital Advisors, Ltd. LLC	$132	230	0.00%
POM Investment Strategies, LLC	$156	0	0.00%
TSFG, LLC	$167	292	0.00%
Winthrop Capital Management, LLC	$174	304	0.00%
Bull Street Advisors, LLC	$201	350	0.00%
Opus Capital Group, LLC	$203	286	0.00%
First Fiduciary Investment Counsel, Inc.	$213	300	0.00%
TEALWOOD ASSET MANAGEMENT INC	$217	307	0.00%
Betterment LLC	$221	386	0.00%
PIN OAK INVESTMENT ADVISORS INC	$235	332	0.00%
Ulland Investment Advisors, LLC	$238	415	0.00%
Avion Wealth	$239	419	0.00%
ABNER HERRMAN & BROCK LLC	$242	341	0.00%
Coston, McIsaac & Partners	$262	458	0.00%
MOSAIC FINANCIAL GROUP, LLC	$262	457	0.00%
LATHROP INVESTMENT MANAGEMENT CO	$288	407	0.00%
JTC Employer Solutions Trustee Ltd	$298	520	0.00%
GW&K Investment Management, LLC	$300	424	0.00%
HORIZON BANCORP INC /IN	$315	550	0.00%
BEDDOW CAPITAL MANAGEMENT INC	$315	550	0.00%
Cloud Capital Management, LLC	$326	570	0.00%
Colorado Capital Management, Inc.	$336	587	0.00%
DUTCH ASSET Corp	$352	614	0.00%
DOHENY ASSET MANAGEMENT /CA	$359	627	0.00%
Claret Asset Management Corp	$379	661	0.00%
First PREMIER Bank	$393	687	0.00%
ROVIN CAPITAL /UT/ /ADV	$430	751	0.00%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	$439	619	0.00%
MOUNT VERNON ASSOCIATES INC /MD	$458	800	0.00%
Eagle Capital Management, LLC	$498	870	0.00%
Palisades Hudson Asset Management, L.P.	$501	471	0.00%
Old North State Trust, LLC	$505	882	0.00%
Roble, Belko & Company, Inc	$511	891	0.00%
Capital Analysts, LLC	$524	916	0.00%
CHASE INVESTMENT COUNSEL CORP	$526	919	0.00%
GSA CAPITAL PARTNERS LLP	$581	820	0.00%
Ring Mountain Capital, LLC	$608	940	0.00%
WINSLOW ASSET MANAGEMENT INC	$627	885	0.00%
Cohen & Steers, Inc.	$638	900	0.00%
Trust Co of Kansas	$679	1,185	0.00%
SENTRY INVESTMENT MANAGEMENT LLC	$685	1,195	0.00%
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	$733	1,035	0.00%
Migdal Insurance & Financial Holdings Ltd	$760	1,327	0.00%
WENDELL DAVID ASSOCIATES INC	$827	1,443	0.00%
Acorns Advisers, LLC	$832	1,452	0.00%