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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,783$647K0.2%-1913F-HRTimeline
Operose Advisors LLC1,780$646K0.22%-12713F-HRTimeline
LifeSteps Financial, Inc.1,779$645K0.5%013F-HRTimeline
Opal Wealth Advisors, LLC1,771$643K0.19%+11513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,829$642K0.14%-2913F-HRTimeline
Jacksonville Wealth Management, LLC1,769$642K0.6%13F-HRTimeline
GTS SECURITIES LLC1,764$640K0.03%-2813F-HRTimeline
MFA Wealth Services1,761$639K0.51%13F-HRTimeline
Moment Partners, LLC1,760$638K0.12%13F-HRTimeline
Charter Oak Capital Management, LLC1,751$635K0.06%+313F-HRTimeline
Sterling Investment Advisors, Ltd.1,749$634K0.15%+113F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…1,747$634K0.02%013F-HRTimeline
Fiduciary Alliance LLC1,745$633K0.06%+55813F-HRTimeline
Abacus Wealth Partners, LLC1,744$633K0.09%013F-HRTimeline
NOVEM GROUP1,737$630K0.09%13F-HRTimeline
Lafayette Investments, Inc.1,736$630K0.13%+28613F-HRTimeline
FORTE CAPITAL LLC /ADV1,734$629K0.07%-1013F-HRTimeline
AlphaQuest LLC1,733$629K0.08%+1,14913F-HRTimeline
McAdam, LLC1,732$628K0.03%+87613F-HRTimeline
Lakeridge Wealth Management LLC1,726$626K0.32%+413F-HRTimeline
Raab & Moskowitz Asset Management LLC1,720$624K0.15%-1013F-HRTimeline
Bison Wealth, LLC1,720$624K0.14%-83913F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA1,717$623K0.04%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,716$622K0.47%013F-HRTimeline
PBMares Wealth Management LLC1,713$621K0.13%-24913F-HRTimeline
Clarus Group, Inc.1,712$621K0.22%+113F-HRTimeline
Taylor Hoffman Capital Management LLC1,711$621K0.23%013F-HRTimeline
Cornerstone Advisory, LLC1,755$620K0.07%+4013F-HRTimeline
Athena Investment Management1,709$620K0.36%-13713F-HRTimeline
FORBES J M & CO LLP1,701$617K0.06%+39413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,700$617K0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC1,698$616K0.33%+38613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,698$616K0.01%+46713F-HRTimelineGroup
Breakwater Capital Group1,698$616K0.12%+513F-HRTimeline
CAXTON ASSOCIATES LP1,697$616K0.02%+41713F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,695$615K0.65%13F-HRTimeline
Cornerstone Select Advisors, LLC1,694$615K0.59%13F-HRTimeline
Relyea Zuckerberg Hanson LLC1,689$613K0.08%+10813F-HRTimeline
PETERSON WEALTH MANAGEMENT1,686$612K0.36%+8213F-HRTimeline
Trinity Financial Advisors LLC1,700$612K0.23%013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE1,684$611K0.18%013F-HRTimeline
FCA CORP /TX1,782$611K0.19%013F-HRTimeline
West Family Investments, Inc.1,680$609K0.21%-2113F-HRTimeline
EVERPAR ADVISORS LLC1,680$609K0.31%+18113F-HRTimeline
2UniFi Bank1,678$609K0.41%13F-HRTimeline
Kaydan Wealth Management, Inc.1,677$608K0.2%013F-HRTimeline
RATIONAL ADVISORS, INC.1,675$608K0.06%+1,54513F-HRTimeline
Advisory Resource Group1,674$607K0.13%013F-HRTimeline
Summit Wealth Partners, LLC1,674$607K0.12%-1013F-HRTimeline
Charis Legacy Partners, LLC1,670$606K1.24%13F-HRTimeline
Reliant Investment Partners, LLC1,670$606K0.54%13F-HRTimeline
YHB Investment Advisors, Inc.1,666$604K0.05%-5013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,661$603K0.27%+11113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,661$603K0.22%+113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,660$602K0.46%13F-HRTimeline
Obsidian Personal Planning Solutions LLC1,620$602K0.29%+7213F-HRTimeline
Disciplined Investors, L.L.C.1,660$602K0.58%13F-HRTimeline
UNION SAVINGS BANK1,657$601K0.3%-4913F-HRTimeline
Ranch Capital Advisors Inc.1,656$601K0.28%+213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,655$600K0.13%+16513F-HRTimeline
Impact Capital Partners LLC1,654$600K0.21%13F-HRTimeline
Coastwise Capital Group, LLC1,649$598K0.48%-10013F-HRTimeline
Transcendent Capital Group LLC1,648$598K0.31%+32413F-HRTimeline
APPLETON PARTNERS INC/MA1,642$596K0.04%+113F-HRTimeline
UNITED BANK1,640$595K0.07%-5013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,639$595K0.04%+50113F-HRTimelineGroup
Arcataur Capital Management LLC1,637$594K0.2%-1013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,635$593K0.34%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,636$593K0.01%-36213F-HRTimelineGroup
Unique Wealth Strategies, LLC1,635$593K0.26%new13F-HRTimeline
Van Hulzen Asset Management, LLC1,634$593K0.04%+5813F-HRTimeline
WEALTH ALLIANCE, LLC1,632$592K0.07%+21513F-HRTimeline
Soltis Investment Advisors LLC1,629$591K0.05%+22813F-HRTimeline
Stokes Family Office, LLC1,618$587K0.06%-9713F-HRTimeline
One Degree Advisors Inc1,615$585K0.24%013F-HRTimeline
MJP ASSOCIATES INC /ADV1,610$584K0.1%+61813F-HRTimeline
Redhawk Wealth Advisors, Inc.1,609$584K0.08%+97813F-HRTimeline
Vishria Bird Financial Group, LLC1,606$583K0.2%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,606$583K+54Timeline
Meadow Creek Wealth Advisors LLC1,603$582K0.42%+513F-HRTimeline
PENN DAVIS MCFARLAND INC1,600$580K0.06%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC1,600$580K0.33%013F-HRTimeline
Board of the Pension Protection Fund1,600$580K0.67%13F-HRTimeline
WealthTrust Axiom LLC1,599$580K0.17%-1513F-HRTimeline
Bell Bank1,598$580K0.04%-313F-HRTimeline
Alteri Wealth LLC1,598$580K0.16%13F-HRTimeline
Baker Ellis Asset Management LLC1,597$579K0.09%-10013F-HRTimeline
Pacific Point Advisors, LLC1,600$579K0.35%13F-HRTimeline
FAGAN ASSOCIATES, INC.1,595$579K0.09%+4013F-HRTimeline
Mustard Seed Financial, LLC1,592$578K0.47%-29513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,591$577K0.36%+19113F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC1,590$577K0.07%013F-HRTimeline
Kozak & Associates, Inc.1,585$577K0.13%-8913F-HRTimeline
One Capital Management, LLC1,588$576K0.02%-11213F-HRTimeline
McGowan Group Asset Management, Inc.1,587$576K0.08%+22413F-HRTimeline
Sandy Cove Advisors, LLC1,585$575K0.23%+10213F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,584$575K0.07%+213F-HRTimeline
AXS Investments LLC1,583$574K0.16%-3,62513F-HRTimeline
Retirement Planning Group, LLC1,580$573K0.03%+34713F-HRTimeline
New Republic Capital, LLC1,578$573K0.37%-44813F-HRTimeline
J2 Capital Management Inc1,577$572K0.54%13F-HRTimeline
Arvest Bank Trust Division1,574$571K0.03%+1413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC1,573$571K0.02%+313F-HRTimeline
Vertex Planning Partners, LLC1,573$571K0.13%+1613F-HRTimeline
Curbstone Financial Management Corp1,572$570K0.12%013F-HRTimeline
Buckingham Capital Management, Inc.1,570$570K0.07%+213F-HRTimeline
Regent Peak Wealth Advisors LLC1,570$570K0.13%+1713F-HR/ATimeline
PETTYJOHN, WOOD & WHITE, INC1,565$568K0.1%+50013F-HRTimeline
SeaBridge Investment Advisors LLC1,565$568K0.12%+65513F-HRTimeline
Canal Capital Management, LLC1,561$566K0.09%+313F-HRTimeline
ISTHMUS PARTNERS, LLC1,557$565K0.07%+45013F-HRTimeline
DRW Securities, LLC1,556$564K0.04%-3,94513F-HRTimeline
Quantum Financial Advisors, LLC1,550$562K0.09%013F-HRTimeline
Longview Financial Advisors LLC1,545$560K0.38%13F-HRTimeline
SAM Advisors, LLC1,540$559K0.2%013F-HRTimeline
Hillsdale Investment Management Inc.1,537$558K0.03%-3,14013F-HRTimeline
TrinityPoint Wealth, LLC1,537$558K0.08%+4213F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS1,536$557K<0.01%+29313F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,536$557K0.08%+29313F-HRTimeline
FAIRFIELD, BUSH & CO.1,534$556K0.33%-10913F-HRTimeline
MRA Advisory Group1,534$556K0.29%+3113F-HRTimeline
Stonebridge Financial Group, LLC1,533$556K0.06%13F-HRTimeline
Affinity Capital Advisors, LLC1,532$556K0.1%+313F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA1,533$556K0.08%-22,48613F-HRTimeline
Kaizen Financial Strategies1,531$555K0.31%+313F-HRTimeline
Olistico Wealth, LLC1,530$555K0.32%013F-HRTimeline
Financial Partners Group, Inc1,527$554K0.08%+2213F-HRTimeline
Sepio Capital, LP1,525$553K0.04%-4713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,523$553K0.04%-2313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.1,523$553K0.06%13F-HRTimeline
Strategic Equity Management1,520$551K0.23%+1113F-HRTimeline
Sanchez Wealth Management Group1,518$551K0.15%-4313F-HRTimeline
DOLIVER ADVISORS, LP1,518$551K0.15%013F-HRTimeline
Bordeaux Wealth Advisors LLC1,517$550K0.09%+1013F-HR/ATimeline
Bison Wealth, LLC1,512$549K0.07%13F-HRTimeline
Comprehensive Financial Consultants Ins…1,510$548K0.2%013F-HRTimeline
Oliver Luxxe Assets LLC1,398$547K0.1%013F-HR/ATimeline
TFB Advisors LLC1,507$547K0.16%-3913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,546$546K0.2%13F-HRTimeline
M1 Capital Management LLC1,505$546K0.29%13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,504$546K0.01%-91413F-HRTimelineGroup
Objective Capital Management, LLC1,501$545K0.36%-33113F-HRTimeline
RBO & CO LLC1,500$544K0.09%013F-HRTimeline
Fractal Investments LLC1,500$544K0.08%+80013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,500$544K0.02%013F-HRTimeline
Bigelow Investment Advisors, LLC1,498$543K0.25%-7913F-HRTimeline
Center For Asset Management LLC1,497$543K0.35%+113F-HRTimeline
MORTON COMMUNITY BANK1,493$542K0.14%+64713F-HRTimeline
Audent Global Asset Management, LLC1,486$539K0.35%new13F-HRTimeline
Costello Asset Management, INC1,481$537K0.36%-1,56013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,479$537K0.02%+27013F-HRTimelineGroup
Leisure Capital Management1,478$536K0.21%013F-HRTimeline
Cromwell Holdings LLC1,476$535K0.31%013F-HRTimeline
IMS Capital Management1,475$535K0.25%013F-HRTimeline
RMR Wealth Builders1,475$535K0.06%+6013F-HR/ATimeline
Quent Capital, LLC1,474$535K0.06%-6913F-HRTimeline
Fortitude Family Office, LLC1,474$535K0.19%+5113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,473$534K0.18%013F-HRTimeline
Garrett Wealth Advisory Group, LLC1,470$533K0.12%+29513F-HRTimeline
LANDAAS & CO /WI /ADV1,470$533K0.15%+17213F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,469$533K0.1%-15113F-HRTimeline
CHANNEL WEALTH LLC1,468$533K0.17%+2713F-HRTimeline
WEST PACES ADVISORS INC.1,467$532K0.13%-17513F-HRTimeline
Frisch Financial Group, Inc.1,465$532K0.16%-6813F-HRTimeline
Smart Portfolios, LLC1,466$532K0.56%-1513F-HRTimeline
Andina Capital Management, LLC1,466$532K0.43%-2313F-HRTimeline
Hara Capital LLC1,465$531K0.34%013F-HR/ATimeline
Planning Center, Inc.1,463$531K0.07%-5013F-HRTimeline
SFMG, LLC1,461$530K0.04%+313F-HRTimeline
CAAS CAPITAL MANAGEMENT LP1,460$530K0.44%new13F-HRTimeline
Keystone Wealth Services, LLC1,450$526K0.14%-10713F-HRTimeline
Nadler Financial Group, Inc.1,446$525K0.06%013F-HRTimeline
Continuum Advisory, LLC1,443$523K0.07%+28113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,443$523K0.21%+3613F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,443$523K0.05%013F-HRTimeline
Seed Wealth Management, Inc.1,440$522K0.42%013F-HRTimeline
Wealth Management Associates, Inc.1,438$521K0.22%+113F-HRTimeline
Rise Advisors, LLC1,435$521K0.25%-5313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,433$520K0.3%+113F-HRTimeline
Watts Gwilliam & Co., LLC1,433$520K0.11%-3613F-HRTimeline
Beacon Capital Management, LLC1,432$520K0.07%+2913F-HRTimeline
MRP Capital Investments, LLC1,425$517K0.47%+1013F-HRTimeline
Empirical Asset Management, LLC7,624$517K0.17%+6,25113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,415$513K0.02%+8213F-HRTimeline
Blankinship & Foster, LLC1,411$512K0.13%013F-HRTimeline
Insight Advisors, LLC/ PA1,410$512K0.09%+513F-HRTimeline
Cove Private Wealth, LLC1,410$511K0.31%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.1,410$511K0.41%+1213F-HRTimeline
Intrua Financial, LLC1,409$511K0.08%-1,80213F-HRTimeline
FIRST FINANCIAL CORP /IN/1,408$511K0.24%013F-HRTimeline
KFA Private Wealth Group, LLC1,403$509K0.21%+62713F-HRTimeline
First Pacific Financial1,402$509K0.12%+78813F-HRTimeline
VSM Wealth Advisory, LLC1,401$508K0.18%13F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,400$508K0.25%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,398$507K0.18%+6813F-HRTimeline
Ransom Advisory, Ltd1,395$506K0.23%+2513F-HRTimeline
Grant Street Asset Management, Inc.1,394$506K0.13%+15013F-HRTimeline
Firestone Capital Management1,391$505K0.13%013F-HRTimeline
apricus wealth, LLC1,389$504K0.33%013F-HRTimeline
Grove Bank & Trust1,386$503K0.07%-9613F-HRTimeline