CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers: 2,979
13F filers: 3,024
New: 240
Added: 1,151
Reduced: 1,121
Sold out: 126
Shares held by filers: 330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
SANDERS MORRIS HARRIS LLC	1,775	$689K	0.16%	0	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	1,774	$689K	0.31%	+4	13F-HR Timeline
Lakeridge Wealth Management LLC	1,771	$688K	0.32%	+1	13F-HR Timeline
UNION SAVINGS BANK	1,566	$686K	0.32%	-91	13F-HR Timeline
Moment Partners, LLC	1,760	$683K	0.13%	0	13F-HR Timeline
Bensler, LLC	1,757	$682K	0.08%	-41	13F-HR Timeline
Grove Bank & Trust	1,751	$680K	0.08%	-35	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,746	$678K	0.16%	+10	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	1,745	$677K	0.48%	0	13F-HR Timeline
LifeSteps Financial, Inc.	1,744	$677K	0.47%	+10	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	1,740	$675K	0.01%	+269	13F-HR Timeline Group
Cornerstone Advisory, LLC	1,738	$675K	0.07%	+39	13F-HR Timeline
Lafayette Investments, Inc.	1,736	$674K	0.14%	0	13F-HR Timeline
LANDAAS & CO /WI /ADV	1,733	$673K	0.16%	+263	13F-HR Timeline
Capital Square, LLC	1,653	$671K	0.36%	-1	13F-HR Timeline
Abacus Wealth Partners, LLC	1,728	$671K	0.1%	+47	13F-HR Timeline
Davis Investment Partners, LLC	1,716	$671K	0.24%	-390	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	1,726	$670K	0.27%	+112	13F-HR Timeline
Base Wealth Management LLC	1,724	$669K	0.43%	0	13F-HR Timeline
Continuum Advisory, LLC	1,723	$669K	0.08%	+370	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	1,723	$669K	0.05%	-16	13F-HR/A Timeline
Watts Gwilliam & Co., LLC	1,429	$668K	0.11%	+46	13F-HR Timeline
Facet Wealth, Inc.	1,524	$667K	0.02%	+362	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	1,717	$667K	0.04%	0	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	1,717	$667K	0.48%	-35	13F-HR Timeline
Accredited Investors Inc.	1,717	$666K	0.04%	-571	13F-HR Timeline
Sound Financial Strategies Group, LLC	1,715	$666K	0.56%	-466	13F-HR Timeline
Taylor Hoffman Capital Management LLC	1,711	$664K	0.23%	0	13F-HR Timeline
Wealth Quarterback LLC	1,705	$662K	0.31%	-53	13F-HR Timeline
Trinity Financial Advisors LLC	1,700	$660K	0.2%	0	13F-HR Timeline
Integrated Quantitative Investments LLC	1,700	$660K	0.19%	new	13F-HR Timeline
Perennial Investment Advisors, LLC	1,699	$660K	0.06%	+475	13F-HR Timeline
ROI Financial Advisors, LLC	1,697	$659K	0.42%	+69	13F-HR Timeline
OFC FINANCIAL PLANNING, LLC	1,695	$658K	0.7%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	1,694	$658K	0.05%	+2	13F-HR Timeline
Stonebridge Capital Advisors LLC	1,689	$656K	0.05%	-85	13F-HR Timeline
APPLETON PARTNERS INC/MA	1,687	$655K	0.05%	-81	13F-HR Timeline
WOODSTOCK CORP	1,687	$655K	0.06%	-348	13F-HR Timeline
Citizens Business Bank	1,686	$655K	0.13%	+35	13F-HR Timeline
Athena Investment Management	1,684	$654K	0.37%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	1,683	$653K	0.24%	-333	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	1,681	$653K	0.22%	+328	13F-HR Timeline
Arvest Bank Trust Division	1,681	$653K	0.04%	-63	13F-HR Timeline
Disciplined Investors, L.L.C.	1,681	$652K	0.51%	+20	13F-HR Timeline
ZEGA Investments, LLC	1,676	$651K	0.16%	-411	13F-HR Timeline
BARR E S & CO	1,675	$650K	0.04%	-125	13F-HR Timeline
Harbour Trust & Investment Management Co	1,674	$650K	0.07%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	1,673	$650K	0.04%	+249	13F-HR Timeline
Charis Legacy Partners, LLC	1,670	$648K	1.07%	0	13F-HR Timeline
Regal Investment Advisors LLC	1,670	$648K	0.05%	+20	13F-HR Timeline
Bigelow Investment Advisors, LLC	1,669	$648K	0.29%	+47	13F-HR Timeline
NOVEM GROUP	1,667	$647K	0.08%	-141	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	1,663	$646K	0.08%	+53	13F-HR Timeline
Hilton Capital Management, LLC	1,663	$646K	0.05%	0	13F-HR Timeline
OPINICUS CAPITAL, INC.	1,663	$645K	0.49%	+1,030	13F-HR Timeline
Ranch Capital Advisors Inc.	1,660	$644K	0.28%	+2	13F-HR Timeline
SWEENEY & MICHEL, LLC	1,587	$644K	0.23%	+2	13F-HR Timeline
One Degree Advisors Inc	1,660	$644K	0.23%	+39	13F-HR Timeline
CHICAGO TRUST Co NA	1,656	$643K	0.09%	+691	13F-HR Timeline
Kozak & Associates, Inc.	1,598	$643K	0.13%	+6	13F-HR Timeline
Claris Financial LLC	1,654	$642K	0.48%	+492	13F-HR Timeline
PSI Advisors, LLC	1,653	$642K	0.32%	-227	13F-HR Timeline
Red Door Wealth Management, LLC	1,649	$640K	0.08%	-380	13F-HR Timeline
Whitaker-Myers Wealth Managers, LTD.	1,649	$640K	0.16%	+231	13F-HR Timeline
Tripletail Wealth Management, LLC	1,567	$639K	0.91%		13F-HR Timeline
Stokes Family Office, LLC	1,643	$638K	0.07%	-25	13F-HR Timeline
Kaydan Wealth Management, Inc.	1,643	$638K	0.21%	-34	13F-HR Timeline
Abel Hall, LLC	1,641	$637K	0.29%	new	13F-HR Timeline
SageView Advisory Group, LLC	1,469	$636K	0.02%	+90	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	1,636	$635K	0.22%	0	13F-HR Timeline
Reliant Investment Partners, LLC	1,636	$635K	0.55%	-34	13F-HR Timeline
Coastal Bridge Advisors, LLC	1,634	$634K	0.05%	+18	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	1,633	$634K	0.07%	-49	13F-HR Timeline
Frisch Financial Group, Inc.	1,627	$632K	0.15%	-13	13F-HR Timeline
GOULD ASSET MANAGEMENT LLC /CA/	1,625	$631K	0.12%	-30	13F-HR Timeline
Cornerstone Select Advisors, LLC	1,620	$629K	0.55%	-80	13F-HR Timeline
Advisory Resource Group	1,617	$628K	0.12%	-21	13F-HR Timeline
JEPPSON WEALTH MANAGEMENT, LLC	1,617	$628K	0.22%	-1	13F-HR Timeline
Wagner Wealth Management, LLC	1,615	$627K	0.14%	+738	13F-HR Timeline
LCNB CORP	1,612	$626K	0.22%	-339	13F-HR Timeline
ORRSTOWN FINANCIAL SERVICES INC	1,611	$625K	0.13%	-785	13F-HR Timeline
New Republic Capital, LLC	1,609	$625K	0.22%	-18	13F-HR Timeline
TFB Advisors LLC	1,607	$624K	0.16%	+98	13F-HR Timeline
Challenger Wealth Management	1,607	$624K	0.43%	+7	13F-HR Timeline
Vishria Bird Financial Group, LLC	1,607	$624K	0.21%	0	13F-HR Timeline
Peoples Bank/KS	1,603	$622K	0.42%	0	13F-HR Timeline
Oslo Pensjonsforsikring AS	1,602	$622K	0.1%	0	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	1,601	$622K	0.31%	-35	13F-HR Timeline
WESCAP Management Group, Inc.	1,600	$621K	0.14%	0	13F-HR Timeline
CAMDEN NATIONAL BANK	1,600	$621K	0.09%	-16	13F-HR Timeline
United Super Pty Ltd in its capacity as…	1,600	$621K	0.02%	0	13F-HR Timeline
Militia Capital Partners, LPin group Militia Capital Management LLC	1,600	$621K	0.29%	new	13F-HR/A Timeline Group
PURSUE WEALTH PARTNERS LLC	1,600	$621K	0.35%	0	13F-HR Timeline
Pacific Point Advisors, LLC	1,600	$621K	0.34%	0	13F-HR Timeline
Canal Capital Management, LLC	1,600	$621K	0.1%	+64	13F-HR Timeline
Baker Ellis Asset Management LLC	1,597	$620K	0.09%	0	13F-HR Timeline
Congress Park Capital LLC	1,595	$619K	0.2%	+375	13F-HR Timeline
WealthTrust Axiom LLC	1,595	$619K	0.18%	-18	13F-HR Timeline
EVERPAR ADVISORS LLC	1,594	$619K	0.28%	+204	13F-HR Timeline
Stonebridge Financial Group, LLC	1,593	$618K	0.06%	+31	13F-HR Timeline
Mustard Seed Financial, LLC	1,592	$618K	0.45%	0	13F-HR Timeline
Quent Capital, LLC	1,591	$618K	0.06%	+41	13F-HR Timeline
McGowan Group Asset Management, Inc.	1,591	$617K	0.08%	+2	13F-HR Timeline
Smart Portfolios, LLC	1,588	$616K	0.62%	-15	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	1,582	$614K	0.07%	0	13F-HR Timeline
Charter Oak Capital Management, LLC	1,581	$614K	0.05%	-190	13F-HR Timeline
Keystone Wealth Services, LLC	1,581	$614K	0.15%	+6	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,606	$613K	0.32%	-2,826	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	1,504	$613K	0.29%	+432	13F-HR Timeline
Transcendent Capital Group LLC	1,578	$613K	0.31%	new	13F-HR Timeline
Balefire, LLC	1,576	$612K	0.13%	+225	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	1,573	$611K	0.41%	-35	13F-HR Timeline
SeaBridge Investment Advisors LLC	1,565	$608K	0.11%	0	13F-HR Timeline
READYSTATE ASSET MANAGEMENT LP	1,564	$607K	0.03%	new	13F-HR Timeline
Vertex Planning Partners, LLC	1,564	$607K	0.13%	+11	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	1,561	$606K	0.1%	+836	13F-HR Timeline
AXQ CAPITAL, LP	1,560	$606K	0.2%	+559	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	1,559	$605K	0.02%	+79	13F-HR Timeline Group
Reyes Financial Architecture, Inc.	1,553	$603K	0.52%	+239	13F-HR Timeline
Linscomb Wealth, Inc.	1,552	$603K	0.03%	+38	13F-HR Timeline
Arcataur Capital Management LLC	1,552	$603K	0.19%	0	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	1,551	$602K	0.11%	+639	13F-HR Timeline
Rosenberg Matthew Hamilton	1,551	$602K	0.14%	+139	13F-HR Timeline
Quantum Financial Advisors, LLC	1,550	$602K	0.08%	0	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,547	$600K	0.01%	-133	13F-HR Timeline Group
Burton Enright Welch	1,546	$600K	0.1%	+111	13F-HR Timeline
SENTRY INVESTMENT MANAGEMENT LLC	1,519	$599K	0.33%	0	13F-HR Timeline
Petros Family Wealth, LLC	1,542	$599K	0.55%	+145	13F-HR Timeline
SAM Advisors, LLC	1,540	$598K	0.21%	0	13F-HR Timeline
Affinity Capital Advisors, LLC	1,540	$598K	0.1%	+4	13F-HR Timeline
LVW Advisors, LLC	1,538	$597K	0.07%	-608	13F-HR Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC	1,536	$596K	0.03%	+6	13F-HR Timeline Group
McBroom & Associates, LLC	1,806	$596K	0.34%	0	13F-HR Timeline
Strategic Equity Management	1,526	$592K	0.22%	0	13F-HR Timeline
MFA Wealth Services	1,523	$591K	0.44%	+1	13F-HR Timeline
Alteri Wealth LLC	1,522	$591K	0.23%	+37	13F-HR Timeline
SFMG, LLC	1,501	$583K	0.04%	-235	13F-HR Timeline
RBO & CO LLC	1,500	$582K	0.09%	0	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	1,500	$582K	0.02%	-2,263	13F-HR Timeline Group
Fractal Investments LLC	1,500	$582K	0.08%	0	13F-HR Timeline
CHICKASAW CAPITAL MANAGEMENT LLC	1,500	$582K	0.02%	0	13F-HR Timeline
Comprehensive Financial Consultants Ins…	1,496	$581K	0.19%	+13	13F-HR Timeline
Clearstead Trust, LLC	1,495	$580K	0.11%	-212	13F-HR Timeline
GWN SECURITIES INC.	1,481	$578K	0.11%	-18,374	13F-HR Timeline
Empirical Asset Management, LLC	1,485	$576K	0.18%	-22	13F-HR Timeline
PBMares Wealth Management LLC	1,482	$575K	0.11%	-65	13F-HR Timeline
ACAS, LLC	1,389	$574K	0.38%	+12	13F-HR Timeline
Leisure Capital Management	1,478	$574K	0.22%	0	13F-HR Timeline
LAZARI CAPITAL MANAGEMENT, INC.	1,477	$573K	0.22%	+3	13F-HR Timeline
Blueshift Asset Management, LLC	1,476	$573K	0.18%	-1,316	13F-HR Timeline
Cromwell Holdings LLC	1,476	$573K	0.35%	0	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	1,473	$572K	0.19%	0	13F-HR Timeline
Koss-Olinger Consulting, LLC	1,469	$570K	0.05%	-4	13F-HR Timeline
Silver Coast Investments LLC	1,468	$570K	0.21%	+379	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,467	$570K	0.04%	+218	13F-HR Timeline Group
WEST PACES ADVISORS INC.	1,467	$570K	0.12%	0	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,467	$570K	0.06%	+11	13F-HR Timeline
Hara Capital LLC	1,465	$569K	0.35%	0	13F-HR Timeline
Morse Asset Management, Inc	1,464	$568K	0.12%	-10	13F-HR Timeline
Mirador Capital Partners LP	1,460	$567K	0.09%	0	13F-HR Timeline
Aspen Grove Capital, LLC	1,452	$564K	0.1%	+784	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,451	$563K	0.19%	+219	13F-HR Timeline
Insight Advisors, LLC/ PA	1,448	$562K	0.09%	+2	13F-HR Timeline
Nadler Financial Group, Inc.	1,446	$561K	0.06%	0	13F-HR Timeline
WENDELL DAVID ASSOCIATES INC	1,443	$560K	0.06%	0	13F-HR Timeline
CHANNEL WEALTH LLC	1,441	$559K	0.16%	0	13F-HR Timeline
Virtue Capital Management, LLC	1,440	$559K	0.1%	-786	13F-HR Timeline
Seed Wealth Management, Inc.	1,440	$559K	0.42%	0	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	1,440	$559K	0.14%		13F-HR Timeline
Sanchez Wealth Management Group	1,438	$558K	0.13%	-86	13F-HR Timeline
Financial Partners Group, Inc	1,436	$558K	0.08%	-92	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	1,434	$557K	0.3%	0	13F-HR Timeline
Arax Advisory Partners	1,150	$555K	0.03%	+83	13F-HR Timeline
Sepio Capital, LP	1,420	$552K	0.04%	-85	13F-HR Timeline
Retirement Planning Group, LLC	1,421	$551K	0.02%	+15	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	1,420	$551K	0.09%	+491	13F-HR Timeline
Range Financial Group LLC	1,412	$548K	0.22%	+25	13F-HR Timeline
Hardin Capital Partners, LLC	1,402	$548K	0.32%	+55	13F-HR Timeline
Blankinship & Foster, LLC	1,411	$548K	0.13%	0	13F-HR Timeline
Firestone Capital Management	1,407	$546K	0.13%	+15	13F-HR Timeline
Palogic Value Management, L.P.	1,406	$546K	0.23%	+391	13F-HR Timeline
Millington Financial Advisors, LLC	1,274	$545K	0.28%	+16	13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	1,401	$544K	0.12%	+263	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	1,400	$543K	0.04%	-25	13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	1,400	$543K	0.26%	0	13F-HR Timeline
Center For Asset Management LLC	1,497	$543K	0.34%	-1	13F-HR Timeline
Grant Street Asset Management, Inc.	1,394	$541K	0.12%	0	13F-HR Timeline
FIRST NATIONAL CORP /MA/ /ADV	1,394	$541K	0.11%	0	13F-HR Timeline
4WEALTH ADVISORS, INC.	1,391	$540K	0.56%	-10	13F-HR Timeline
MUFG Securities EMEA plc	1,390	$540K	0.02%	new	13F-HR/A Timeline
apricus wealth, LLC	1,389	$539K	0.31%	0	13F-HR Timeline
Mengis Capital Management, Inc.	1,385	$538K	0.11%	-1	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,383	$537K	0.19%	+138	13F-HR Timeline
MRA Advisory Group	1,383	$537K	0.25%	0	13F-HR Timeline
FCA CORP /TX	1,382	$537K	0.16%	+582	13F-HR Timeline
JB Capital LLC	1,380	$536K	0.03%	+463	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	1,374	$533K	0.07%	+7	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,373	$533K	0.08%	+46	13F-HR Timeline
Carrera Capital Advisors	1,371	$532K	0.11%	-23	13F-HR Timeline
Tumwater Wealth Management, LLC	1,368	$531K	0.25%	+51	13F-HR Timeline