Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,752$578K0.44%+3613F-HRTimeline
2UniFi Bank1,678$577K0.37%013F-HRTimeline
PETERSON WEALTH MANAGEMENT1,749$577K0.39%+6313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,745$576K0.44%-80013F-HRTimeline
Arvest Bank Trust Division1,744$575K0.04%+17013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,739$573K0.05%-19413F-HR/ATimeline
Raab & Moskowitz Asset Management LLC1,736$573K0.14%+1613F-HRTimeline
Lafayette Investments, Inc.1,736$572K0.12%013F-HRTimeline
SFMG, LLC1,736$572K0.05%+27513F-HRTimeline
LifeSteps Financial, Inc.1,734$572K0.46%-4513F-HRTimeline
Impact Capital Partners LLC1,727$570K0.21%+7313F-HRTimeline
Base Wealth Management LLC1,724$569K0.43%13F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA1,717$566K0.04%013F-HRTimeline
Purkiss Capital Advisors LLC1,716$566K0.43%+1,00213F-HRTimeline
Taylor Hoffman Capital Management LLC1,711$566K0.21%013F-HRTimeline
Clearstead Trust, LLC1,707$563K0.13%-10013F-HRTimeline
Opal Wealth Advisors, LLC1,705$562K0.17%-6613F-HRTimeline
Root Financial Partners, LLC1,701$561K0.06%-27313F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,700$561K0.01%013F-HRTimelineGroup
Cornerstone Select Advisors, LLC1,700$561K0.53%+613F-HRTimeline
Semanteon Capital Management, LP1,698$560K0.3%new13F-HRTimeline
Strategic Investment Advisors / MI1,696$559K0.06%-2,56813F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,695$559K0.63%013F-HRTimeline
YHB Investment Advisors, Inc.1,692$558K0.05%+2613F-HRTimeline
Athena Investment Management1,684$555K0.34%-2513F-HRTimeline
Relyea Zuckerberg Hanson LLC1,682$555K0.07%-713F-HRTimeline
Abacus Wealth Partners, LLC1,681$554K0.08%-6313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,680$554K0.01%+4413F-HRTimelineGroup
Kaydan Wealth Management, Inc.1,677$553K0.18%013F-HRTimeline
Harbour Trust & Investment Management Co1,674$552K0.07%-13913F-HRTimeline
Summit Wealth Partners, LLC1,674$552K0.11%013F-HRTimeline
Pacifica Partners Inc.1,802$551K0.25%013F-HRTimeline
Charis Legacy Partners, LLC1,670$551K1.04%013F-HRTimeline
Reliant Investment Partners, LLC1,670$551K0.56%013F-HRTimeline
Stokes Family Office, LLC1,668$550K0.06%+5013F-HRTimeline
Hilton Capital Management, LLC1,663$548K0.05%-5,12013F-HRTimeline
West Family Investments, Inc.1,662$548K0.21%-1813F-HRTimeline
Disciplined Investors, L.L.C.1,661$548K0.49%+113F-HRTimeline
Ranch Capital Advisors Inc.1,658$547K0.26%+213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,658$547K0.43%-213F-HRTimeline
UNION SAVINGS BANK1,657$546K0.27%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,655$546K0.11%013F-HRTimeline
Cove Private Wealth, LLC1,655$546K0.29%+24513F-HRTimeline
Capital Square, LLC1,654$545K0.32%-14813F-HRTimeline
Cornerstone Advisory, LLC1,699$545K0.06%-5613F-HRTimeline
Citizens Business Bank1,651$545K0.12%+1,08413F-HRTimeline
AXS Investments LLC1,651$544K0.15%+6813F-HRTimeline
Regal Investment Advisors LLC1,650$544K0.04%-1,30213F-HRTimeline
Warther Private Wealth, LLC1,643$542K0.18%+31313F-HRTimeline
Frisch Financial Group, Inc.1,640$541K0.15%+17513F-HRTimeline
Advisory Resource Group1,638$540K0.11%-3613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,636$540K0.21%+9013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,636$539K0.29%+113F-HRTimeline
Fiduciary Alliance LLC1,632$538K0.05%-11313F-HRTimeline
ROI Financial Advisors, LLC1,628$537K0.39%+75913F-HRTimeline
New Republic Capital, LLC1,627$537K0.23%+4913F-HRTimeline
WEALTH ALLIANCE, LLC1,624$536K0.06%-813F-HRTimeline
Bigelow Investment Advisors, LLC1,622$535K0.25%+12413F-HRTimeline
One Degree Advisors Inc1,621$534K0.22%+613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,618$534K0.2%-4313F-HRTimeline
CAMDEN NATIONAL BANK1,616$533K0.08%-80013F-HRTimeline
Coastal Bridge Advisors, LLC1,616$533K0.05%new13F-HR/ATimeline
WealthTrust Axiom LLC1,613$532K0.16%+1413F-HRTimeline
Redhawk Wealth Advisors, Inc.1,610$531K0.07%+113F-HRTimeline
Meadow Creek Wealth Advisors LLC1,608$530K0.4%+513F-HRTimeline
Sound Income Strategies, LLC1,608$530K0.03%-25613F-HRTimeline
Vishria Bird Financial Group, LLC1,607$530K0.18%+113F-HRTimeline
Klingman & Associates, LLC1,606$530K0.03%+90313F-HRTimeline
Smart Portfolios, LLC1,603$529K0.57%+13713F-HRTimeline
Peoples Bank/KS1,603$529K0.36%-1,10513F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS1,602$528K<0.01%+6613F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,602$528K0.08%+6613F-HRTimeline
PENN DAVIS MCFARLAND INC1,600$528K0.06%013F-HRTimeline
UNITED BANK1,600$528K0.07%-4013F-HRTimeline
WESCAP Management Group, Inc.1,600$528K0.13%-1,10013F-HRTimeline
United Super Pty Ltd in its capacity as…1,600$528K0.02%-1,80013F-HRTimeline
PURSUE WEALTH PARTNERS LLC1,600$528K0.32%013F-HRTimeline
Pacific Point Advisors, LLC1,600$528K0.29%013F-HRTimeline
Challenger Wealth Management1,600$528K0.42%+60013F-HRTimeline
Bell Bank1,598$527K0.03%013F-HRTimeline
Baker Ellis Asset Management LLC1,597$527K0.08%013F-HRTimeline
Mustard Seed Financial, LLC1,592$525K0.42%013F-HRTimeline
FORBES J M & CO LLP1,591$525K0.05%-11013F-HRTimeline
FSA Advisors, Inc.1,590$524K0.42%+31713F-HRTimeline
Waratah Capital Advisors Ltd.1,589$524K0.04%new13F-HRTimeline
McGowan Group Asset Management, Inc.1,589$524K0.07%+213F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,582$522K0.06%-213F-HRTimeline
Soltis Investment Advisors LLC1,578$520K0.05%-5113F-HRTimeline
Trinity Financial Advisors LLC1,700$520K0.19%013F-HR/ATimeline
Keystone Wealth Services, LLC1,575$520K0.14%+12513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,570$518K0.24%-9113F-HRTimeline
SeaBridge Investment Advisors LLC1,565$516K0.11%013F-HRTimeline
Stonebridge Financial Group, LLC1,562$515K0.05%+2913F-HRTimeline
Jain Global LLC1,560$514K0.01%new13F-HRTimeline
ISTHMUS PARTNERS, LLC1,557$513K0.06%013F-HRTimeline
Vertex Planning Partners, LLC1,553$512K0.11%-2013F-HRTimeline
VICUS CAPITAL1,553$512K0.05%new13F-HRTimeline
Arcataur Capital Management LLC1,552$512K0.17%-8513F-HRTimeline
Quantum Financial Advisors, LLC1,550$511K0.08%013F-HRTimeline
Quent Capital, LLC1,550$511K0.05%+7613F-HRTimeline
Regent Peak Wealth Advisors LLC1,549$511K0.12%-2113F-HRTimeline
PBMares Wealth Management LLC1,547$510K0.1%-16613F-HRTimeline
SAM Advisors, LLC1,540$508K0.19%013F-HRTimeline
TBH Global Asset Management, LLC1,539$508K0.1%-56213F-HRTimeline
Canal Capital Management, LLC1,536$507K0.08%-2513F-HRTimeline
Olistico Wealth, LLC1,530$505K0.31%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,530$504K0.03%+713F-HRTimelineGroup
RMR Wealth Builders1,529$504K0.05%+5413F-HRTimeline
Financial Partners Group, Inc1,528$504K0.08%+113F-HRTimeline
Strategic Equity Management1,526$503K0.21%+613F-HRTimeline
Financial Engines Advisors L.L.C.1,527$503K<0.01%-1,35713F-HRTimeline
Sanchez Wealth Management Group1,524$503K0.14%+613F-HRTimeline
Wallace Advisory Group, LLC1,386$503K0.35%+39413F-HRTimeline
MFA Wealth Services1,522$502K0.41%-23913F-HRTimeline
Beacon Capital Management, LLC1,516$500K0.07%+8413F-HRTimeline
Linscomb Wealth, Inc.1,514$499K0.02%-1,39913F-HRTimeline
Obsidian Personal Planning Solutions LLC1,614$499K0.22%-613F-HRTimeline
DRW Securities, LLC1,516$499K0.04%-4013F-HRTimeline
Fairtree Asset Management (Pty) Ltd1,511$498K0.4%+38713F-HRTimeline
TFB Advisors LLC1,509$498K0.14%+213F-HRTimeline
Empirical Asset Management, LLC1,507$497K0.17%-6,11713F-HRTimeline
Sepio Capital, LP1,505$496K0.04%-2013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,500$495K0.02%013F-HRTimeline
RBO & CO LLC1,500$495K0.08%013F-HRTimeline
Fractal Investments LLC1,500$495K0.07%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,498$494K0.02%+8313F-HRTimeline
Center For Asset Management LLC1,498$494K0.3%+113F-HRTimeline
Alteri Wealth LLC1,485$490K0.22%-11313F-HRTimeline
Global X Japan Co., Ltd.1,485$490K0.06%+14113F-HRTimeline
Comprehensive Financial Consultants Ins…1,483$489K0.17%-2713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,480$488K0.02%+60413F-HRTimelineGroup
Leisure Capital Management1,478$487K0.2%013F-HRTimeline
Cromwell Holdings LLC1,476$487K0.31%013F-HRTimeline
IMS Capital Management1,475$486K0.25%013F-HRTimeline
Morse Asset Management, Inc1,474$486K0.12%-1,50513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,474$486K0.2%+3113F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA1,473$486K0.07%-6013F-HRTimeline
Koss-Olinger Consulting, LLC1,473$486K0.04%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,473$486K0.17%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,471$485K0.01%-22713F-HRTimelineGroup
LANDAAS & CO /WI /ADV1,470$485K0.13%013F-HRTimeline
WEST PACES ADVISORS INC.1,467$484K0.11%013F-HRTimeline
Financial & Tax Architects, LLC1,465$483K0.12%-16,45813F-HRTimeline
Hara Capital LLC1,465$483K0.33%013F-HRTimeline
CAXTON ASSOCIATES LLP1,465$483K0.02%13F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,460$482K0.02%+8113F-HRTimeline
Mirador Capital Partners LP1,460$481K0.08%+70513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,456$480K0.06%-13413F-HRTimeline
Versant Capital Management, Inc1,455$480K0.08%+29913F-HRTimeline
Van Hulzen Asset Management, LLC1,449$478K0.04%-18513F-HRTimeline
Insight Advisors, LLC/ PA1,446$477K0.08%+3613F-HRTimeline
Nadler Financial Group, Inc.1,446$477K0.05%013F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,443$476K0.05%013F-HRTimeline
CHANNEL WEALTH LLC1,441$475K0.15%-2713F-HRTimeline
Seed Wealth Management, Inc.1,440$475K0.39%013F-HRTimeline
Kozak & Associates, Inc.1,592$475K0.12%+713F-HRTimeline
Kaizen Financial Strategies1,436$474K0.27%-9513F-HRTimeline
Burton Enright Welch1,435$473K0.1%+10013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,434$473K0.27%+113F-HRTimeline
Balboa Wealth Partners1,434$473K0.11%+18813F-HRTimeline
MRP Capital Investments, LLC1,425$470K0.44%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,425$470K0.04%+30013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,424$470K0.03%-51113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,418$468K0.13%new13F-HRTimeline
Rosenberg Matthew Hamilton1,412$466K0.12%+5413F-HRTimeline
Blankinship & Foster, LLC1,411$465K0.12%013F-HRTimeline
MQS Management LLC1,407$464K0.27%new13F-HRTimeline
Retirement Planning Group, LLC1,406$464K0.02%-17413F-HRTimeline
VSM Wealth Advisory, LLC1,402$462K0.17%+113F-HRTimeline
4WEALTH ADVISORS, INC.1,401$462K0.51%+32313F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,400$462K0.25%013F-HRTimeline
Petros Family Wealth, LLC1,397$461K0.51%+29713F-HRTimeline
Grant Street Asset Management, Inc.1,394$460K0.11%013F-HRTimeline
Carrera Capital Advisors1,394$460K0.1%+15613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV1,394$460K0.1%+8213F-HRTimeline
Firestone Capital Management1,392$459K0.12%+113F-HRTimeline
EVERPAR ADVISORS LLC1,390$458K0.24%-29013F-HRTimeline
apricus wealth, LLC1,389$458K0.27%013F-HRTimeline
Range Financial Group LLC1,387$457K0.2%-78313F-HRTimeline
Mengis Capital Management, Inc.1,386$457K0.1%+113F-HRTimeline
Watts Gwilliam & Co., LLC1,383$456K0.1%-5013F-HRTimeline
MRA Advisory Group1,383$456K0.24%-15113F-HRTimeline
SageView Advisory Group, LLC1,379$455K0.02%+10313F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,377$454K0.27%+2213F-HRTimelineGroup
Claro Advisors Inc.1,374$453K0.06%+3213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,373$453K0.89%+20613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,369$452K0.1%-3,59113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,367$451K0.07%+37813F-HRTimeline
Affinity Capital Advisors, LLC1,536$451K0.09%+413F-HRTimeline
DAVIDSON TRUST CO1,364$450K0.21%+10213F-HRTimeline
Gallacher Capital Management LLC1,364$450K0.22%+35513F-HRTimeline
M1 Capital Management LLC1,361$449K0.28%-14413F-HRTimeline
Basepoint Wealth LLC1,360$449K0.35%+36413F-HRTimeline
Ellsworth Advisors, LLC1,357$448K0.12%-15,32913F-HRTimeline
BROGAN FINANCIAL, INC.1,357$447K0.22%+21613F-HRTimeline
Sunflower Bank, N.A.1,355$447K0.13%+8413F-HRTimeline
SJS Investment Consulting Inc.1,354$447K0.08%013F-HRTimeline
Interchange Capital Partners, LLC1,354$446K0.13%+21713F-HRTimeline
Continuum Advisory, LLC1,353$446K0.06%-9013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,353$446K0.16%-4513F-HRTimeline