CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers: 3,102
13F filers: 3,151
New: 266
Added: 1,149
Reduced: 1,200
Sold out: 121
Shares held by filers: 333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RETIREMENT GUYS FORMULA LLC	1,740	$830K	0.29%	-3,220	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	1,736	$829K	0.11%	-184	13F-HR Timeline
LifeSteps Financial, Inc.	1,736	$828K	0.53%	-8	13F-HR Timeline
Lafayette Investments, Inc.	1,736	$828K	0.16%	0	13F-HR Timeline
Bensler, LLC	1,733	$827K	0.09%	-24	13F-HR Timeline
Diligent Investors, LLC	1,732	$826K	0.21%	-2,802	13F-HR Timeline
Davis Investment Partners, LLC	1,718	$826K	0.28%	+2	13F-HR Timeline
Meriwether Wealth & Planning, LLC	1,721	$821K	0.48%	-94	13F-HR Timeline
One Degree Advisors Inc	1,721	$821K	0.25%	+61	13F-HR Timeline
Cornerstone Select Advisors, LLC	1,720	$821K	0.6%	+100	13F-HR Timeline
Perennial Investment Advisors, LLC	1,719	$821K	0.07%	+20	13F-HR Timeline
Bogart Wealth, LLC	1,718	$820K	0.03%	-241	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	1,717	$819K	0.05%	0	13F-HR Timeline
Bigelow Investment Advisors, LLC	1,715	$818K	0.33%	+46	13F-HR Timeline
Canal Capital Management, LLC	1,714	$818K	0.12%	+114	13F-HR Timeline
TrinityBridge Ltd	1,713	$817K	0.02%	-244	13F-HR Timeline
GRIES FINANCIAL LLC	1,710	$816K	0.13%	+493	13F-HR Timeline
NJ State Employees Deferred Compensatio…	1,710	$816K	0.09%	new	13F-HR Timeline
Wealth Quarterback LLC	1,708	$815K	0.32%	+3	13F-HR Timeline
Reliant Investment Partners, LLC	1,636	$814K	0.64%	0	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	1,706	$814K	0.08%	+124	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	1,503	$813K	0.54%	-70	13F-HR Timeline
PENN DAVIS MCFARLAND INC	1,700	$811K	0.08%	-300	13F-HR Timeline
Trinity Financial Advisors LLC	1,700	$811K	0.23%	0	13F-HR Timeline
PSI Advisors, LLC	1,698	$810K	0.21%	+45	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	1,697	$810K	0.55%	-20	13F-HR Timeline
Icon Wealth Advisors, LLC	1,696	$809K	0.05%	-249	13F-HR Timeline
YHB Investment Advisors, Inc.	1,695	$809K	0.06%	+1	13F-HR Timeline
OFC FINANCIAL PLANNING, LLC	1,695	$809K	0.8%	0	13F-HR Timeline
Raleigh Capital Management Inc.	1,692	$807K	0.31%	-145	13F-HR Timeline
Taylor Hoffman Capital Management LLC	1,691	$807K	0.25%	-20	13F-HR Timeline
Arvest Bank Trust Division	1,691	$807K	0.04%	+10	13F-HR Timeline
SWEENEY & MICHEL, LLC	1,638	$805K	0.27%	+51	13F-HR Timeline
Disciplined Investors, L.L.C.	1,682	$802K	0.57%	+1	13F-HR Timeline
Worth Financial Advisory Group, LLC	1,678	$801K	0.45%	-125	13F-HR Timeline
Charis Legacy Partners, LLC	1,670	$797K	1.19%	0	13F-HR Timeline
Citizens Business Bank	1,666	$795K	0.13%	-20	13F-HR Timeline
L.M. KOHN & COMPANY	1,665	$794K	0.95%	-490	13F-HR Timeline
NOVEM GROUP	1,664	$794K	0.09%	-3	13F-HR Timeline
Hilton Capital Management, LLC	1,663	$794K	0.06%	0	13F-HR Timeline
Ranch Capital Advisors Inc.	1,661	$793K	0.31%	+1	13F-HR Timeline
LCNB CORP	1,659	$792K	0.28%	+47	13F-HR Timeline
Stokes Family Office, LLC	1,659	$792K	0.08%	+16	13F-HR Timeline
Tripletail Wealth Management, LLC	1,592	$791K	0.94%	+25	13F-HR Timeline
Perpetual Ltdin group Perpetual Ltd	1,657	$791K	0.01%	+357	13F-HR Timeline Group
GM Advisory Group, LLC	1,654	$789K	0.03%	+350	13F-HR Timeline
Red Door Wealth Management, LLC	1,652	$788K	0.08%	+3	13F-HR Timeline
APPLETON PARTNERS INC/MA	1,652	$788K	0.05%	-35	13F-HR Timeline
WealthPLAN Partners, LLC	1,651	$788K	0.12%	+549	13F-HR Timeline
BARR E S & CO	1,650	$787K	0.04%	-25	13F-HR Timeline
CAMDEN NATIONAL BANK	1,647	$786K	0.11%	+47	13F-HR Timeline
LVW Advisors, LLC	1,644	$784K	0.08%	+106	13F-HR Timeline
Kaydan Wealth Management, Inc.	1,643	$784K	0.22%	0	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	1,643	$784K	0.09%	-20	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,642	$784K	0.08%	+768	13F-HR Timeline
Stonebridge Capital Advisors LLC	1,639	$782K	0.06%	-50	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	1,636	$781K	0.24%	0	13F-HR Timeline
Cadence Bank	1,634	$780K	0.05%	-427	13F-HR Timeline
Frisch Financial Group, Inc.	1,633	$779K	0.18%	+6	13F-HR Timeline
Quent Capital, LLC	1,630	$778K	0.07%	+39	13F-HR Timeline
GOULD ASSET MANAGEMENT LLC /CA/	1,625	$775K	0.14%	0	13F-HR Timeline
Astoria Portfolio Advisors LLC.	1,543	$775K	0.2%	-1,615	13F-HR Timeline
Balefire, LLC	1,622	$774K	0.15%	+46	13F-HR Timeline
DENALI ADVISORS LLC	1,619	$773K	0.09%	-1,150	13F-HR Timeline
Advisory Resource Group	1,619	$773K	0.14%	+2	13F-HR Timeline
Harbour Trust & Investment Management Co	1,619	$773K	0.08%	-55	13F-HR Timeline
Gibbs Wealth Management	1,618	$772K	0.17%	-1,044	13F-HR Timeline
WOODSTOCK CORP	1,617	$772K	0.07%	-70	13F-HR Timeline
JEPPSON WEALTH MANAGEMENT, LLC	1,617	$772K	0.25%	0	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	1,615	$770K	0.08%	-18	13F-HR Timeline
Vishria Bird Financial Group, LLC	1,609	$768K	0.15%	+2	13F-HR Timeline
Baker Ellis Asset Management LLC	1,608	$767K	0.09%	+11	13F-HR Timeline
Transcendent Capital Group LLC	1,604	$765K	0.34%	+26	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	1,601	$764K	0.36%	0	13F-HR Timeline
Capital Square, LLC	1,600	$764K	0.39%	-53	13F-HR Timeline
Andra AP-fonden	1,600	$763K	0.01%	-3,600	13F-HR Timeline
WESCAP Management Group, Inc.	1,600	$763K	0.16%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	1,600	$763K	0.17%	+49	13F-HR Timeline
Militia Capital Partners, LPin group Militia Capital Management LLC	1,600	$763K	0.36%	0	13F-HR/A Timeline Group
PURSUE WEALTH PARTNERS LLC	1,600	$763K	0.42%	0	13F-HR Timeline
Pacific Point Advisors, LLC	1,600	$763K	0.45%	0	13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	1,597	$762K	0.15%	+196	13F-HR Timeline
United Advisor Group, LLC	1,596	$762K	0.1%	+688	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,595	$761K	0.17%	-151	13F-HR Timeline
Crewe Advisors LLC	1,595	$761K	0.07%	new	13F-HR Timeline
WealthTrust Axiom LLC	1,595	$761K	0.2%	0	13F-HR Timeline
Wagner Wealth Management, LLC	1,594	$761K	0.18%	-21	13F-HR Timeline
Peoples Bank/KS	1,593	$760K	0.76%	-10	13F-HR Timeline
McGowan Group Asset Management, Inc.	1,592	$760K	0.09%	+1	13F-HR Timeline
Mustard Seed Financial, LLC	1,592	$760K	0.49%	0	13F-HR Timeline
Interchange Capital Partners, LLC	1,591	$759K	0.15%	+275	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	1,589	$758K	0.24%	-92	13F-HR Timeline
Vertex Planning Partners, LLC	1,587	$757K	0.15%	+23	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	1,583	$755K	0.12%	-5,358	13F-HR Timeline
KG Capital Management	1,632	$755K	0.21%	-397	13F-HR Timeline
Financial Partners Group, Inc	1,576	$752K	0.09%	+140	13F-HR Timeline
Burton Enright Welch	1,574	$751K	0.11%	+28	13F-HR Timeline
Nadler Financial Group, Inc.	1,571	$750K	0.07%	+125	13F-HR Timeline
SeaBridge Investment Advisors LLC	1,565	$747K	0.12%	0	13F-HR Timeline
Linscomb Wealth, Inc.	1,564	$746K	0.03%	+12	13F-HR Timeline
Regent Peak Wealth Advisors LLC	1,558	$743K	0.15%		13F-HR Timeline
Alteri Wealth LLC	1,551	$740K	0.25%	+29	13F-HR Timeline
Quantum Financial Advisors, LLC	1,550	$740K	0.09%	0	13F-HR Timeline
MFA Wealth Services	1,548	$739K	0.51%	+25	13F-HR Timeline
GWN SECURITIES INC.	1,532	$738K	0.17%	+51	13F-HR Timeline
New Republic Capital, LLC	1,545	$737K	0.23%	-64	13F-HR Timeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC	1,277	$737K	0.09%	new	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,544	$737K	0.02%	-3	13F-HR Timeline Group
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC	1,541	$735K	0.04%	+5	13F-HR Timeline Group
SAM Advisors, LLC	1,540	$735K	0.24%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	1,540	$735K	0.05%	+556	13F-HR Timeline
Sunpointe, LLC	1,538	$734K	0.26%	-3,248	13F-HR Timeline
Strategic Equity Management	1,536	$733K	0.27%	+10	13F-HR Timeline
EVERPAR ADVISORS LLC	1,528	$729K	0.29%	-66	13F-HR Timeline
SFMG, LLC	1,528	$729K	0.05%	+27	13F-HR Timeline
Lion Street Advisors, LLC	3,558	$726K	0.25%	+637	13F-HR Timeline
Precision Wealth Strategies, LLC	1,520	$725K	0.24%	-1,930	13F-HR Timeline
Congress Park Capital LLC	1,520	$725K	0.23%	-75	13F-HR Timeline
TCV Trust & Wealth Management, Inc.	1,515	$723K	0.06%	-510	13F-HR Timeline
Clear Creek Financial Management, LLC	1,510	$720K	0.06%	+274	13F-HR Timeline
CHICKASAW CAPITAL MANAGEMENT LLC	1,500	$716K	0.03%	0	13F-HR Timeline
RBO & CO LLC	1,500	$716K	0.11%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	1,500	$716K	0.1%	+331	13F-HR Timeline
Center For Asset Management LLC	1,499	$715K	0.38%	+2	13F-HR Timeline
Uniting Wealth Partners, LLC	1,498	$715K	0.17%	+529	13F-HR Timeline
Clearstead Trust, LLC	1,495	$713K	0.12%	0	13F-HR Timeline
TFB Advisors LLC	1,352	$713K	0.21%	-255	13F-HR Timeline
Athena Investment Management	1,489	$710K	0.37%	-195	13F-HR Timeline
Affinity Capital Advisors, LLC	1,447	$710K	0.11%	-93	13F-HR Timeline
Oliver Luxxe Assets LLC	1,486	$709K	0.11%	+206	13F-HR Timeline
PBMares Wealth Management LLC	1,482	$707K	0.11%	0	13F-HR Timeline
Petros Family Wealth, LLC	1,481	$707K	0.59%	-61	13F-HR Timeline
Daner Wealth Management, LLC	1,339	$706K	0.46%	+118	13F-HR Timeline
Keystone Wealth Services, LLC	1,476	$704K	0.15%	-105	13F-HR Timeline
Cromwell Holdings LLC	1,476	$704K	0.38%	0	13F-HR Timeline
Leisure Capital Management	1,474	$703K	0.24%	-4	13F-HR Timeline
Hara Capital LLC	1,465	$699K	0.41%	0	13F-HR Timeline
Mirador Capital Partners LP	1,456	$695K	0.1%	-4	13F-HR Timeline
Range Financial Group LLC	1,454	$694K	0.25%	+42	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,454	$694K	0.21%	+3	13F-HR Timeline
Insight Advisors, LLC/ PA	1,449	$693K	0.11%	+1	13F-HR Timeline
Smart Portfolios, LLC	1,447	$690K	0.67%	-141	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	1,447	$690K	0.01%	+355	13F-HR Timeline Group
FCA CORP /TX	1,445	$689K	0.19%	+63	13F-HR Timeline
ORSER CAPITAL MANAGEMENT, LLC	1,444	$689K	0.36%	new	13F-HR Timeline
WENDELL DAVID ASSOCIATES INC	1,443	$689K	0.07%	0	13F-HR Timeline
Sanchez Wealth Management Group	1,444	$689K	0.15%	+6	13F-HR Timeline
Next Level Private LLC	1,390	$689K	0.2%	+70	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	1,442	$688K	0.1%	+22	13F-HR Timeline
CHANNEL WEALTH LLC	1,441	$688K	0.18%	0	13F-HR Timeline
Kaizen Financial Strategies	1,202	$685K	0.31%	+11	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	1,435	$685K	0.36%	+1	13F-HR Timeline
Empirical Asset Management, LLC	2,670	$684K	0.19%	+1,185	13F-HR Timeline
Regal Investment Advisors LLC	1,432	$683K	0.04%	-238	13F-HR Timeline
Watts Gwilliam & Co., LLC	1,429	$682K	0.11%	0	13F-HR Timeline
Global X Japan Co., Ltd.	1,429	$682K	0.06%	-566	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	1,427	$681K	0.09%	+53	13F-HR Timeline
Blankinship & Foster, LLC	1,426	$680K	0.15%	+15	13F-HR Timeline
STAR Financial Bank	1,422	$679K	0.4%	+323	13F-HR Timeline
WEST PACES ADVISORS INC.	1,417	$676K	0.13%	-50	13F-HR Timeline
Palogic Value Management, L.P.	1,408	$672K	0.28%	+2	13F-HR Timeline
Grant Private Wealth Management Inc	1,405	$670K	0.41%	+571	13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	1,400	$668K	0.29%	0	13F-HR Timeline
QVR LLC	1,400	$668K	0.81%	+666	13F-HR Timeline
McCollum Christoferson Group LLC	1,400	$668K	0.19%	new	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	1,400	$668K	0.21%	-73	13F-HR Timeline
FIRST NATIONAL CORP /MA/ /ADV	1,388	$668K	0.13%	-6	13F-HR Timeline
Clark Asset Management, LLC	1,398	$667K	0.08%	new	13F-HR Timeline
Comprehensive Financial Consultants Ins…	1,397	$667K	0.21%	-99	13F-HR Timeline
Grant Street Asset Management, Inc.	1,394	$665K	0.14%	0	13F-HR Timeline
Silver Coast Investments LLC	1,394	$665K	0.23%	-74	13F-HR Timeline
apricus wealth, LLC	1,394	$665K	0.36%	+5	13F-HR Timeline
JB Capital LLC	1,388	$662K	0.03%	+8	13F-HR Timeline
WJ Financial Advisors LLC	1,387	$662K	0.64%		13F-HR Timeline
Mengis Capital Management, Inc.	1,386	$661K	0.13%	+1	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	1,385	$661K	0.05%	-15	13F-HR Timeline
Ellevest, Inc.	1,385	$661K	0.09%	new	13F-HR Timeline
MRA Advisory Group	1,383	$660K	0.29%	0	13F-HR Timeline
Carrera Capital Advisors	1,382	$660K	0.12%	+11	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	1,380	$659K	0.02%	+62	13F-HR Timeline
Optas, LLC	1,380	$658K	0.11%	+206	13F-HR Timeline
Traveka Wealth, LLC	1,379	$658K	0.29%	+16	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,377	$657K	0.09%	+4	13F-HR Timeline
Masso Torrence Wealth Management Inc.	1,375	$656K	0.27%	new	13F-HR Timeline
RMR Wealth Builders	1,373	$655K	0.05%	+81	13F-HR Timeline
Basepoint Wealth LLC	1,372	$655K	0.46%	+13	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	1,371	$654K	0.09%	-190	13F-HR Timeline
Charter Oak Capital Management, LLC	1,370	$654K	0.05%	-211	13F-HR Timeline
Tumwater Wealth Management, LLC	1,369	$653K	0.29%	+1	13F-HR Timeline
Elser Financial Planning, Inc	1,330	$652K	0.79%	+39	13F-HR Timeline
Planning Center, Inc.	1,367	$652K	0.07%	0	13F-HR Timeline
44 WEALTH MANAGEMENT LLC	1,366	$652K	0.22%	-4,627	13F-HR Timeline
ORRSTOWN FINANCIAL SERVICES INC	1,361	$649K	0.11%	-250	13F-HR Timeline
Millington Financial Advisors, LLC	1,284	$648K	0.31%	+10	13F-HR Timeline
Sendero Wealth Management, LLC	1,357	$647K	0.08%	0	13F-HR Timeline
Coyle Financial Counsel LLC	1,356	$647K	0.15%	+9	13F-HR Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …	1,389	$647K	0.02%	-417	13F-HR Timeline Group
CYBER HORNET ETFs LLC	1,354	$646K	0.42%	+52	13F-HR Timeline
First Pacific Financial	1,354	$646K	0.09%	+5	13F-HR Timeline
Foster Group, Inc.	1,352	$645K	0.02%	+210	13F-HR Timeline