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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Meriwether Wealth & Planning, LLC1,986$2.11M1.05%013F-HRTimeline
Sovran Advisors, LLC2,509$2.11M0.16%-28913F-HRTimeline
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD1,984$2.11M0.14%+17913F-HRTimelineGroup
Coastal Bridge Advisors, LLC1,974$2.1M0.13%+2913F-HRTimeline
CALTON & ASSOCIATES, INC.1,969$2.1M0.31%+14913F-HRTimeline
WEALTH ALLIANCE, LLC1,969$2.1M0.18%+30113F-HRTimeline
Copley Financial Group, Inc.1,965$2.09M1.27%-1,73213F-HRTimeline
WFA of San Diego, LLC2,448$2.09M1.71%+3913F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,960$2.09M0.13%+69513F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV2,100$2.08M0.44%-68913F-HRTimeline
OPINICUS CAPITAL, INC.1,953$2.08M1.11%-3513F-HRTimeline
Zullo Investment Group, Inc.1,947$2.07M0.71%-613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,947$2.07M0.09%+17013F-HRTimelineGroup
Breakwater Capital Group1,946$2.07M0.25%+4713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,944$2.07M0.13%-11613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,943$2.07M0.25%013F-HRTimeline
Capital Advantage, Inc.1,942$2.07M0.25%-33813F-HRTimeline
Olistico Wealth, LLC1,942$2.07M0.88%013F-HRTimeline
Clear Creek Financial Management, LLC1,941$2.07M0.13%+6813F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,938$2.06M0.23%-29413F-HR/ATimeline
Accredited Investors Inc.1,935$2.06M0.09%+15013F-HRTimeline
Shepherd Street Advisors LLC2,253$2.06M1.81%-8213F-HRTimeline
PSI Advisors, LLC1,930$2.06M0.48%+24513F-HRTimeline
Kingdom Financial Group LLC.1,929$2.05M0.52%+1,79213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,926$2.05M0.14%+17313F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC1,924$2.05M0.32%-8013F-HRTimeline
Providence First Trust Co1,923$2.05M0.57%-2113F-HRTimeline
SFMG, LLC1,922$2.05M0.12%+9313F-HRTimeline
Convergence Financial, LLC1,921$2.05M0.16%+56413F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,917$2.04M0.46%+12613F-HRTimelineGroup
First Financial Bankshares Inc1,915$2.04M0.04%-1413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,913$2.04M0.02%013F-HRTimelineGroup
Pines Wealth Management, LLC1,912$2.04M0.59%-5613F-HRTimeline
LifePlan Financial, LLC1,906$2.03M1.42%-9813F-HRTimeline
Trust Co1,904$2.03M0.18%+113F-HRTimeline
Bedel Financial Consulting, Inc.1,904$2.03M0.19%-3713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,900$2.02M0.03%+9413F-HRTimelineGroup
BANTAMAC CAPITAL, LLC1,900$2.02M1.44%013F-HRTimeline
Bridgewater Advisors Inc.2,436$2.01M0.11%+1613F-HRTimeline
Guardian Asset Advisors, LLC1,888$2.01M0.93%+3213F-HRTimeline
Cascades Capital Asset Management, LLC1,887$2.01M0.74%+313F-HRTimeline
Fragasso Financial Advisors Inc1,887$2.01M0.11%+18113F-HRTimeline
FORBES J M & CO LLP1,885$2.01M0.16%+49513F-HRTimeline
Cornerstone Advisory, LLC1,884$2.01M0.17%+6613F-HRTimeline
August Group Capital Ltd1,884$2.01M2.2%-6313F-HRTimeline
Impact Capital Partners LLC1,883$2.01M0.55%+5113F-HRTimeline
Wagner Wealth Management, LLC1,882$2M0.37%+1613F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,881$2M0.22%-913F-HRTimelineGroup
APPLETON PARTNERS INC/MA1,879$2M0.12%-1413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,874$2M0.03%+29913F-HRTimelineGroup
Quent Capital, LLC1,873$1.99M0.12%+8213F-HRTimeline
Windsor Capital Management, LLC1,872$1.99M0.52%-23613F-HRTimeline
WealthPLAN Partners, LLC1,869$1.99M0.38%+19213F-HRTimeline
Operose Advisors LLC1,866$1.99M0.38%-1013F-HRTimeline
Bell Bank1,865$1.99M0.08%+1113F-HRTimeline
Montz Harcus Wealth Management LLC1,863$1.98M0.71%+1513F-HRTimeline
Alexis Investment Partners, LLC1,920$1.98M1.16%-93013F-HRTimeline
Centurion Wealth Management LLC1,861$1.98M0.47%-2213F-HRTimeline
Westmount Partners, LLC1,859$1.98M0.44%+413F-HRTimeline
Redhawk Wealth Advisors, Inc.1,857$1.98M0.19%+6313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,852$1.97M0.17%+17513F-HRTimeline
J. Team Financial, Inc.1,850$1.97M1.91%+59813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,849$1.97M0.12%+2613F-HRTimeline
J.Safra Asset Management Corp1,848$1.97M0.09%+4213F-HRTimeline
Marion Wealth Management1,847$1.97M0.4%+313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,845$1.96M0.01%013F-HRTimelineGroup
XXI WEALTH, LLC1,843$1.96M0.9%-3113F-HRTimeline
Baker Ellis Asset Management LLC1,842$1.96M0.2%-11513F-HRTimeline
BAYBAN1,842$1.96M1.5%+10013F-HRTimeline
Mirabaud Asset Management Ltd1,897$1.96M1.63%new13F-HRTimeline
HARRIS ASSOCIATES L P1,840$1.96M<0.01%013F-HRTimeline
44 WEALTH MANAGEMENT LLC1,834$1.95M0.65%+50213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,831$1.95M0.13%013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,830$1.95M0.79%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,825$1.94M0.1%-2013F-HRTimelineGroup
Optas, LLC1,824$1.94M0.27%+3213F-HRTimeline
Wellington Grp LLC1,822$1.94M0.51%+23213F-HR/ATimeline
Lakeridge Wealth Management LLC1,822$1.94M0.71%+2113F-HRTimeline
Beaumont Financial Advisors, LLC1,820$1.94M0.12%-6213F-HRTimeline
DOLIVER ADVISORS, LP1,818$1.94M0.44%-16313F-HRTimeline
China Universal Asset Management Co., L…1,818$1.94M0.12%+48513F-HRTimeline
Horst & Graben Wealth Management LLC1,951$1.93M0.25%+113F-HRTimeline
YANKCOM Partnership1,811$1.93M0.69%-33013F-HRTimeline
626 Financial, LLC1,807$1.92M0.75%013F-HRTimeline
Moment Partners, LLC1,806$1.92M0.35%013F-HRTimeline
SmartHarvest Portfolios, LLC1,804$1.92M0.62%+5613F-HRTimeline
Lakeside Advisors, INC.1,804$1.92M1.21%+113F-HRTimeline
CHILTON INVESTMENT CO INC.1,802$1.92M0.05%+58713F-HRTimeline
Violich Capital Management, Inc.1,800$1.92M0.21%013F-HRTimeline
FSM Wealth Advisors, LLC1,800$1.92M0.21%+19113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,798$1.91M0.21%+2413F-HRTimeline
Veracity Capital LLC1,797$1.91M0.52%+713F-HRTimeline
Pinpoint Asset Management (Singapore) P…1,796$1.91M0.39%+86913F-HRTimeline
Whalen Wealth Management Inc.1,793$1.91M0.86%-66913F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,785$1.9M0.63%-5813F-HRTimeline
Tarbox Family Office, Inc.1,783$1.9M0.27%013F-HRTimeline
Mendel Money Management1,778$1.89M0.69%-1,39413F-HRTimeline
SANDERS MORRIS HARRIS LLC1,775$1.89M1.1%013F-HRTimeline
Davis Investment Partners, LLC1,773$1.89M0.57%+213F-HRTimeline
Relyea Zuckerberg Hanson LLC1,772$1.89M0.16%+4113F-HR/ATimeline
Diligent Investors, LLC1,771$1.89M0.42%-3513F-HRTimeline
Vigil Wealth Management, LLC1,768$1.88M1.34%+1513F-HRTimeline
Taylor Financial Group, Inc.1,768$1.88M1.03%013F-HRTimeline
Core Alternative Capital1,767$1.88M0.56%-1313F-HRTimeline
HAMEL ASSOCIATES, INC.1,775$1.88M0.52%-1613F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,766$1.88M0.36%+20013F-HRTimeline
Kozak & Associates, Inc.1,893$1.88M0.33%+7913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,760$1.87M0.6%+1713F-HRTimeline
Clarus Wealth Advisors1,974$1.87M0.72%-10013F-HRTimeline
Red Door Wealth Management, LLC1,757$1.87M0.17%+9913F-HRTimeline
WRAPMANAGER INC1,755$1.87M0.58%-9613F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.1,754$1.87M0.82%-3713F-HRTimeline
Fortis Capital Management LLC1,752$1.87M0.21%-2013F-HRTimeline
FAGAN ASSOCIATES, INC.1,752$1.87M0.23%+14013F-HRTimeline
Abel Hall, LLC1,752$1.87M0.32%+1913F-HRTimeline
Empirical Asset Management, LLC1,751$1.86M0.42%+19513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,096$1.86M0.6%-4313F-HRTimeline
Defiance ETFs, LLC1,879$1.86M0.03%+29313F-HRTimeline
Tempo Wealth, LLC1,746$1.86M0.28%+32313F-HRTimeline
TCV Trust & Wealth Management, Inc.1,745$1.86M0.14%+413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,743$1.86M0.6%-56013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,739$1.85M0.35%-3,56913F-HR/ATimeline
Quantum Financial Advisors, LLC1,736$1.85M0.18%+7313F-HRTimeline
Triad Wealth Partners, LLC2,227$1.85M0.11%+89813F-HRTimeline
Balefire, LLC1,733$1.85M0.3%+5713F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC1,729$1.84M0.91%013F-HRTimeline
LifeSteps Financial, Inc.1,728$1.84M0.86%-413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,727$1.84M0.27%+3113F-HRTimeline
Base Wealth Management LLC1,724$1.84M0.85%013F-HRTimeline
Zinnia Wealth Advisory, LLC1,722$1.83M1.87%+613F-HRTimeline
Grant Private Wealth Management Inc1,720$1.83M0.77%+12113F-HRTimeline
Wealth Quarterback LLC1,719$1.83M0.57%+213F-HRTimeline
Vantus Wealth LLC1,719$1.83M0.98%13F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA1,717$1.83M0.1%013F-HR/ATimeline
Basecamp Wealth Advisors LLC1,717$1.83M0.34%+713F-HRTimeline
GWN SECURITIES INC.1,716$1.83M0.31%-6613F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,710$1.82M0.07%+12413F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC1,710$1.82M0.39%-1,81813F-HRTimeline
HALL LAURIE J TRUSTEE1,707$1.82M0.57%013F-HRTimeline
Crewe Advisors LLC1,707$1.82M0.13%+7713F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,706$1.82M0.15%013F-HRTimeline
Accel Wealth Management1,705$1.82M0.41%+8413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,705$1.82M0.04%-68613F-HRTimelineGroup
Sunpointe, LLC1,705$1.82M0.52%-20913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,702$1.81M0.09%013F-HRTimeline
Acorns Advisers, LLC1,701$1.81M0.01%+11613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,701$1.81M0.03%-17213F-HRTimelineGroup
Main Street Financial Solutions, LLC1,695$1.81M0.12%+9113F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,695$1.81M1.6%013F-HRTimeline
Garner Asset Management Corp1,692$1.8M0.58%-613F-HRTimeline
Sawyer & Company, Inc1,692$1.8M0.6%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,688$1.8M0.14%-14813F-HRTimeline
Arcus Capital Partners, LLC1,687$1.8M0.74%+80113F-HRTimeline
Rosenberg Matthew Hamilton1,685$1.79M0.33%+8913F-HRTimeline
Opal Wealth Advisors, LLC1,681$1.79M0.39%-6113F-HRTimeline
Nadler Financial Group, Inc.1,675$1.78M0.15%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,673$1.78M0.1%-34513F-HRTimelineGroup
Regent Peak Wealth Advisors LLC1,672$1.78M0.33%+1813F-HRTimeline
DMC Group, LLC1,672$1.78M1.22%-9513F-HRTimeline
Charis Legacy Partners, LLC1,670$1.78M2.19%013F-HRTimeline
SAGE FINANCIAL GROUP INC1,667$1.78M0.1%+1,26713F-HRTimeline
Planning Center, Inc.1,666$1.77M0.17%+4813F-HRTimeline
TRB Wealth Management, LLC1,663$1.77M0.24%-31513F-HRTimeline
Rossby Financial, LCC1,662$1.77M0.32%+19313F-HRTimeline
W ADVISORS, LLC1,661$1.77M0.8%-45213F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,658$1.77M0.64%+213F-HRTimeline
Grove Bank & Trust1,654$1.76M0.17%-5413F-HRTimeline
Citizens Business Bank1,654$1.76M0.27%+613F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,653$1.76M0.85%-713F-HRTimeline
NOVEM GROUP1,651$1.76M0.18%-1413F-HRTimeline
Kaydan Wealth Management, Inc.1,650$1.76M0.54%+713F-HRTimeline
Keystone Wealth Services, LLC1,649$1.76M0.33%+38813F-HRTimeline
Mirador Capital Partners LP1,649$1.76M0.22%+7613F-HRTimeline
Advisory Resource Group1,648$1.75M0.26%+613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,646$1.75M0.75%+1913F-HRTimeline
Ellevest, Inc.1,666$1.75M0.21%-1613F-HRTimeline
WealthTrust Axiom LLC1,643$1.75M0.39%-413F-HRTimeline
WULFF, HANSEN & CO.1,641$1.75M1.34%-10413F-HRTimeline
Tennessee Valley Asset Management Partn…1,640$1.75M0.19%+52213F-HRTimeline
Avantra Family Wealth, Inc.1,638$1.74M1.11%+31813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,636$1.74M0.48%+7713F-HRTimeline
Warner Group LLC1,636$1.74M0.43%+87713F-HRTimeline
Stonebridge Financial Group, LLC1,635$1.74M0.13%+1113F-HRTimeline
Merrithew & Thorsten Inc1,631$1.74M1.48%+313F-HRTimeline
BlueSky Wealth Advisors, LLC1,629$1.73M0.2%-3313F-HRTimeline
Financial Partners Group, Inc1,628$1.73M0.18%+313F-HRTimeline
Taylor Hoffman Capital Management LLC1,626$1.73M0.42%-2513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,622$1.73M1.04%013F-HRTimeline
Nikulski Financial, Inc.1,618$1.72M0.37%013F-HRTimeline
Range Advisory, LLC1,618$1.72M0.21%+52213F-HRTimeline
Revisor Wealth Management LLC1,612$1.72M0.41%+2513F-HRTimeline
Pacific Point Advisors, LLC1,610$1.71M0.78%-313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,609$1.71M0.26%-6813F-HRTimeline
LANDAAS & CO /WI /ADV1,608$1.71M0.31%-39613F-HRTimeline
PRAIRIE ADVISORY, LLC1,605$1.71M0.41%13F-HRTimeline
One Degree Advisors Inc1,722$1.71M0.38%013F-HRTimeline
WESCAP Management Group, Inc.1,600$1.7M0.32%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC1,600$1.7M0.95%013F-HRTimeline
BARR E S & CO1,595$1.7M0.1%-2513F-HRTimeline
One Capital Management, LLC2,392$1.69M0.05%013F-HRTimeline