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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Addison Advisors LLC2,001$1.15M0.26%-47213F-HRTimeline
AlphaQuest LLC2,001$1.15M0.06%+13713F-HRTimeline
Zinnia Wealth Advisory, LLC2,001$1.15M1.24%13F-HRTimeline
First Financial Bankshares Inc2,000$1.15M0.02%-39913F-HRTimeline
SAYBROOK CAPITAL /NC2,000$1.15M0.29%013F-HRTimeline
Lester Murray Antman dba SimplyRich1,996$1.14M0.3%013F-HRTimeline
Veracity Capital LLC1,990$1.14M0.34%-6213F-HRTimeline
Base Wealth Management LLC1,990$1.14M0.61%+113F-HRTimeline
Meriwether Wealth & Planning, LLC1,988$1.14M0.64%+26713F-HRTimeline
Waterloo Capital, L.P.1,986$1.14M0.08%+7713F-HRTimeline
GM Advisory Group, LLC1,975$1.13M0.04%+32113F-HRTimeline
Patriot Financial Group Insurance Agenc…1,974$1.13M0.13%+23813F-HRTimeline
WRAPMANAGER INC1,969$1.13M0.38%-46313F-HRTimeline
Fairvoy Private Wealth, LLC1,967$1.13M0.25%-8613F-HRTimeline
Patten Group, Inc.1,964$1.12M0.21%+213F-HRTimeline
Bedel Financial Consulting, Inc.1,958$1.12M0.12%+913F-HRTimeline
3Chopt Investment Partners, LLC1,955$1.12M0.25%-2713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,955$1.12M0.26%-24613F-HRTimeline
Breakwater Capital Group1,954$1.12M0.16%-3213F-HRTimeline
Zullo Investment Group, Inc.1,951$1.12M0.41%-14713F-HRTimeline
Redwood Wealth Management Group, LLC1,950$1.12M0.47%+2413F-HRTimeline
Summit Financial Strategies, Inc.1,949$1.12M0.09%+10413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,948$1.12M0.15%-4713F-HRTimeline
Retireful, LLC1,931$1.11M1.4%new13F-HRTimeline
Tarbox Family Office, Inc.1,946$1.11M0.18%-12913F-HRTimeline
Arvest Bank Trust Division1,946$1.11M0.06%+25513F-HRTimeline
Maridea Wealth Management LLC1,945$1.11M0.17%+1,50613F-HRTimeline
Sterling Wealth Management, Inc.1,943$1.11M0.32%013F-HRTimeline
Kozak & Associates, Inc.1,800$1.11M0.21%+9913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,936$1.11M0.07%-2513F-HRTimeline
Financial Engines Advisors L.L.C.1,935$1.11M<0.01%-24013F-HRTimeline
DMC Group, LLC1,934$1.11M0.74%-2613F-HRTimeline
Beaumont Financial Advisors, LLC1,934$1.11M0.07%+913F-HRTimeline
KFA Private Wealth Group, LLC1,923$1.1M0.27%-113F-HRTimeline
Horst & Graben Wealth Management LLC1,921$1.1M0.17%+413F-HRTimeline
Revisor Wealth Management LLC1,741$1.1M0.29%+2913F-HRTimeline
Bell Bank1,920$1.1M0.05%-49513F-HRTimeline
Perennial Investment Advisors, LLC1,914$1.1M0.09%+19513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,913$1.1M0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.1,826$1.09M0.49%-2113F-HRTimeline
Olistico Wealth, LLC1,907$1.09M0.53%013F-HRTimeline
Purkiss Capital Advisors LLC1,905$1.09M0.51%-24013F-HRTimeline
OPINICUS CAPITAL, INC.1,904$1.09M0.76%+1913F-HRTimeline
Stonebridge Financial Group, LLC1,902$1.09M0.09%+3813F-HRTimeline
Guardian Asset Advisors, LLC1,902$1.09M0.57%-4813F-HRTimeline
BANTAMAC CAPITAL, LLC1,900$1.09M0.77%013F-HRTimeline
Severin Investments, LLC1,898$1.09M0.96%+77013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,896$1.09M0.04%-7313F-HRTimeline
WULFF, HANSEN & CO.1,895$1.09M0.91%013F-HRTimeline
Financial Partners Group, Inc1,650$1.08M0.13%+7413F-HRTimeline
PITCAIRN COgroup of 2 filers holding1,890$1.08M-2,585Timeline
APPLETON PARTNERS INC/MA1,888$1.08M0.07%+23613F-HRTimeline
Centurion Wealth Management LLC1,883$1.08M0.24%013F-HRTimeline
RATIONAL ADVISORS, INC.1,881$1.08M0.11%+75913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,877$1.08M0.1%013F-HRTimeline
Providence First Trust Co1,872$1.07M0.37%+1,30313F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,871$1.07M0.39%-3513F-HRTimeline
LANDAAS & CO /WI /ADV1,871$1.07M0.24%+3813F-HRTimeline
Reliant Investment Partners, LLC1,863$1.07M0.84%+22713F-HRTimeline
Bensler, LLC1,861$1.07M0.11%+12813F-HRTimeline
Sterling Investment Advisors, Ltd.1,851$1.06M0.2%-10013F-HRTimeline
RMR Wealth Builders1,849$1.06M0.08%+47613F-HRTimeline
Davis Investment Partners, LLC1,770$1.06M0.37%+5213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE1,847$1.06M0.09%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,847$1.06M0.07%-2013F-HRTimeline
HAMEL ASSOCIATES, INC.1,841$1.06M0.32%-28113F-HRTimeline
Garner Asset Management Corp1,847$1.06M0.41%-1813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,845$1.06M<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc1,843$1.06M0.21%+5913F-HRTimeline
Westmount Partners, LLC1,840$1.05M0.26%+313F-HRTimeline
Deseret Mutual Benefit Administrators1,840$1.05M0.45%-613F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,837$1.05M0.09%-2,59713F-HRTimeline
TWO SIGMA SECURITIES, LLC1,836$1.05M0.14%new13F-HRTimeline
Montz Harcus Wealth Management LLC1,831$1.05M0.43%-27013F-HRTimeline
Operose Advisors LLC1,824$1.05M0.24%+3113F-HRTimeline
Impact Capital Partners LLC1,824$1.04M0.31%-7613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,819$1.04M0.05%013F-HRTimeline
Coastal Bridge Advisors, LLC1,819$1.04M0.08%-513F-HRTimeline
Larry Mathis Financial Planning, LLC1,818$1.04M0.92%13F-HRTimeline
KINTRA WEALTH, LLC1,817$1.04M0.15%new13F-HRTimeline
TORTOISE CAPITAL ADVISORS, L.L.C.1,816$1.04M0.01%new13F-HRTimeline
Stokes Family Office, LLC1,815$1.04M0.1%+15613F-HRTimeline
OPAL CAPITAL LLC1,400$1.04M0.26%13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,811$1.04M0.07%-16213F-HRTimeline
J.Safra Asset Management Corp1,806$1.03M0.05%new13F-HRTimeline
Cornerstone Advisory, LLC1,806$1.03M0.1%-15813F-HRTimeline
McBroom & Associates, LLC1,806$1.03M0.5%013F-HRTimeline
Moment Partners, LLC1,806$1.03M0.21%-1013F-HRTimeline
Violich Capital Management, Inc.1,800$1.03M0.12%013F-HRTimeline
Northside Capital Management, LLC1,795$1.03M0.09%-9013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,791$1.03M0.08%-1,41113F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,791$1.03M0.37%-60013F-HRTimelineGroup
XXI WEALTH, LLC1,790$1.03M0.62%13F-HRTimeline
Lakeside Advisors, INC.1,788$1.02M0.65%+113F-HRTimeline
Accredited Investors Inc.1,788$1.02M0.05%-913F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.1,787$1.02M0.56%13F-HRTimeline
West Branch Capital LLC1,785$1.02M0.26%+1,36413F-HRTimeline
Lakeridge Wealth Management LLC1,783$1.02M0.46%+2213F-HRTimeline
NWF Advisory Services Inc.1,777$1.02M0.11%-4213F-HRTimeline
Grove Bank & Trust1,776$1.02M0.11%+2513F-HRTimeline
Daner Wealth Management, LLC1,370$1.02M0.62%+3113F-HRTimeline
Versant Capital Management, Inc1,774$1.02M0.13%+42513F-HRTimeline
TCV Trust & Wealth Management, Inc.1,771$1.01M0.08%+25613F-HRTimeline
Opal Wealth Advisors, LLC1,760$1.01M0.26%+513F-HRTimeline
Taylor Financial Group, Inc.1,753$1M0.59%-2613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,751$1M0.02%+30413F-HRTimelineGroup
Paulson Wealth Management Inc.1,751$1M0.23%-3213F-HRTimeline
EVERPAR ADVISORS LLC1,749$1M0.37%+22113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,746$1M0.16%+59313F-HRTimeline
LifeSteps Financial, Inc.1,746$1M0.64%+1013F-HRTimeline
Warther Private Wealth, LLC1,742$998K0.24%+68513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,741$997K0.02%+19713F-HRTimelineGroup
Wagner Wealth Management, LLC1,739$996K0.21%+14513F-HRTimeline
Lafayette Investments, Inc.1,736$994K0.19%013F-HRTimeline
WEALTH ALLIANCE, LLC1,735$994K0.1%-18513F-HRTimeline
Vigil Wealth Management, LLC1,733$993K0.83%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,728$990K0.08%-29113F-HRTimelineGroup
Van Hulzen Asset Management, LLC1,725$988K0.07%-8613F-HRTimeline
Sivia Capital Partners, LLC1,723$987K0.2%+72513F-HRTimeline
Optas, LLC1,721$986K0.15%+34113F-HRTimeline
Cornerstone Select Advisors, LLC1,720$985K0.68%013F-HRTimeline
One Degree Advisors Inc1,721$985K0.27%013F-HRTimeline
Canal Capital Management, LLC1,718$984K0.14%+413F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA1,717$984K0.06%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,717$984K0.05%new13F-HRTimelineGroup
Wealth Quarterback LLC1,715$982K0.35%+713F-HRTimeline
TrinityBridge Ltd1,713$981K0.02%013F-HRTimeline
Basecamp Wealth Advisors LLC1,710$980K0.21%13F-HRTimeline
United Advisor Group, LLC1,709$979K0.13%+11313F-HRTimeline
NOVEM GROUP1,708$979K0.11%+4413F-HRTimeline
HALL LAURIE J TRUSTEE1,707$978K0.32%-4613F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,706$977K0.09%013F-HRTimeline
Legacy Trust1,706$977K0.18%-16713F-HRTimeline
Quent Capital, LLC1,706$977K0.07%+7613F-HRTimeline
Diligent Investors, LLC1,702$975K0.24%-3013F-HRTimeline
First Growth Capital LLC1,258$975K0.87%13F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,695$971K0.92%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,689$967K0.1%+7413F-HRTimeline
Clear Creek Financial Management, LLC1,688$967K0.08%+17813F-HRTimeline
YHB Investment Advisors, Inc.1,686$966K0.07%-913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,683$964K0.04%13F-HRTimelineGroup
Goldenstone Wealth Management LLC1,681$963K0.72%13F-HRTimeline
Taylor Hoffman Capital Management LLC1,680$962K0.29%-1113F-HRTimeline
Sepio Capital, LP1,678$961K0.05%-50313F-HRTimeline
VICUS CAPITAL1,678$961K0.07%-15213F-HRTimeline
Axecap Investments, LLC1,677$961K0.59%new13F-HRTimeline
Core Alternative Capital1,676$960K0.26%+48113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,670$957K0.52%-31113F-HRTimeline
Charis Legacy Partners, LLC1,670$957K1.41%013F-HRTimeline
BAYBAN1,669$956K0.85%13F-HRTimeline
Worth Financial Advisory Group, LLC1,668$956K0.46%-1013F-HRTimeline
Bogart Wealth, LLC1,666$954K0.04%-5213F-HRTimeline
Foster Group, Inc.1,665$954K0.03%+31313F-HRTimeline
Bigelow Investment Advisors, LLC1,664$953K0.37%-5113F-HRTimeline
Citizens Business Bank1,663$953K0.16%-313F-HRTimeline
Ranch Capital Advisors Inc.1,662$952K0.35%+113F-HRTimeline
Raab & Moskowitz Asset Management LLC1,662$952K0.21%+6713F-HRTimeline
Ellevest, Inc.1,662$952K0.13%+27713F-HRTimeline
FAGAN ASSOCIATES, INC.1,660$951K0.13%-16013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,815$951K0.41%013F-HRTimeline
Red Door Wealth Management, LLC1,656$949K0.1%+413F-HRTimeline
Balefire, LLC1,655$948K0.18%+3313F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,654$948K0.37%-12313F-HRTimeline
Redhawk Wealth Advisors, Inc.1,653$947K0.11%+1013F-HRTimeline
Thayer Partners, LLC / MA1,646$943K0.46%13F-HRTimeline
Raleigh Capital Management Inc.1,645$942K0.34%-4713F-HRTimeline
Kaydan Wealth Management, Inc.1,643$941K0.27%013F-HRTimeline
Burton Enright Welch1,640$940K0.13%+6613F-HRTimeline
Millington Financial Advisors, LLC1,293$939K0.42%+913F-HRTimeline
Frisch Financial Group, Inc.1,636$937K0.21%+313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,636$937K0.27%013F-HRTimeline
WealthTrust Axiom LLC1,635$937K0.24%+4013F-HRTimeline
BARR E S & CO1,635$937K0.05%-1513F-HRTimeline
CAMDEN NATIONAL BANK1,635$937K0.13%-1213F-HRTimeline
Stonebridge Capital Advisors LLC1,633$936K0.06%-613F-HRTimeline
Advisory Resource Group1,632$935K0.16%+1313F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,630$934K0.46%13F-HRTimeline
Merrithew & Thorsten Inc1,625$931K0.98%13F-HRTimeline
Nadler Financial Group, Inc.1,625$931K0.09%+5413F-HRTimeline
WealthPLAN Partners, LLC1,624$930K0.14%-2713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,623$930K0.32%new13F-HRTimeline
Affinity Capital Advisors, LLC1,623$930K0.13%+17613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,622$929K0.62%-7513F-HRTimeline
Cadence Bank1,620$928K0.05%-1413F-HRTimeline
Nikulski Financial, Inc.1,618$927K0.22%new13F-HRTimeline
Planned Solutions, Inc.1,615$925K0.3%+67513F-HRTimeline
Crewe Advisors LLC1,610$922K0.08%+1513F-HRTimeline
Pacific Point Advisors, LLC1,609$922K0.49%+913F-HRTimeline
FSM Wealth Advisors, LLC1,608$921K0.13%+10813F-HRTimeline
Symphony Financial, Ltd. Co.1,603$920K0.12%-20113F-HRTimeline
BlueSky Wealth Advisors, LLC1,604$919K0.12%-21813F-HRTimeline
GWN SECURITIES INC.1,603$919K0.19%+7113F-HRTimeline
LCNB CORP1,601$917K0.31%-5813F-HRTimeline
PURSUE WEALTH PARTNERS LLC1,600$917K0.45%013F-HRTimeline
Capital Square, LLC1,601$917K0.47%+113F-HRTimeline
PENN DAVIS MCFARLAND INC1,600$917K0.09%-10013F-HRTimeline
WESCAP Management Group, Inc.1,600$917K0.19%013F-HRTimeline
Sound Financial Strategies Group, LLC1,600$917K0.65%-21013F-HRTimeline
Rosenberg Matthew Hamilton1,600$917K0.19%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1,599$916K0.18%+1,06913F-HRTimeline