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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,785$1.41M0.01%-40513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,991$1.41M0.01%+1,51513F-HRTimelineGroup
OPINICUS CAPITAL, INC.1,988$1.41M0.99%+8413F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…1,563$1.41M1.05%-7,57713F-HRTimeline
Meriwether Wealth & Planning, LLC1,986$1.41M0.77%-213F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP1,983$1.4M0.12%-2,18813F-HRTimeline
DOLIVER ADVISORS, LP1,981$1.4M0.32%-5413F-HRTimeline
Patten Group, Inc.1,981$1.4M0.24%+1713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,980$1.4M0.1%-3213F-HRTimeline
TRB Wealth Management, LLC1,978$1.4M0.2%13F-HRTimeline
Pines Wealth Management, LLC1,968$1.39M0.45%-8713F-HRTimeline
Reliant Investment Partners, LLC1,966$1.39M1.15%+10313F-HRTimeline
Adelphi Trust Co1,963$1.39M1.13%-5913F-HRTimeline
First National Bank of Hutchinson1,960$1.39M0.89%+1,60313F-HRTimeline
SWEENEY & MICHEL, LLC1,752$1.39M0.41%+6113F-HRTimeline
Baker Ellis Asset Management LLC1,957$1.39M0.16%-20013F-HRTimeline
Zullo Investment Group, Inc.1,953$1.38M0.53%+213F-HRTimeline
St. Louis Trust Co1,952$1.38M0.16%+37913F-HRTimeline
Redwood Wealth Management Group, LLC1,950$1.38M0.6%013F-HRTimeline
Summit Financial Strategies, Inc.1,949$1.38M0.11%013F-HRTimeline
August Group Capital Ltd1,947$1.38M1.6%-29113F-HRTimeline
Coastal Bridge Advisors, LLC1,945$1.38M0.1%+12613F-HRTimeline
Providence First Trust Co1,944$1.38M0.48%+7213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,943$1.38M0.18%-513F-HRTimeline
Sterling Wealth Management, Inc.1,943$1.38M0.38%013F-HRTimeline
Olistico Wealth, LLC1,942$1.38M0.68%+3513F-HRTimeline
Bedel Financial Consulting, Inc.1,941$1.38M0.16%-1713F-HRTimeline
First Financial Bankshares Inc1,929$1.37M0.03%-7113F-HRTimeline
Waratah Capital Advisors Ltd.1,928$1.37M0.12%-26,88313F-HRTimeline
Williamson Legacy Group, LLC1,925$1.36M1.02%+92013F-HRTimeline
Waterloo Capital, L.P.1,916$1.36M0.1%-7013F-HRTimeline
Sunpointe, LLC1,914$1.36M0.44%+37113F-HRTimeline
Financial Engines Advisors L.L.C.1,913$1.36M<0.01%-2213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,913$1.36M0.02%013F-HRTimelineGroup
EVERPAR ADVISORS LLC1,910$1.35M0.47%+16113F-HRTimeline
Purkiss Capital Advisors LLC1,905$1.35M0.59%013F-HRTimeline
Trust Co1,903$1.35M0.13%+42113F-HRTimeline
BANTAMAC CAPITAL, LLC1,900$1.35M0.98%013F-HRTimeline
Breakwater Capital Group1,899$1.35M0.18%-5513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,893$1.34M0.11%+16513F-HRTimelineGroup
APPLETON PARTNERS INC/MA1,893$1.34M0.09%+513F-HRTimeline
Bill Few Associates, Inc.1,891$1.34M0.32%-21813F-HRTimeline
Cascades Capital Asset Management, LLC1,884$1.33M0.56%-20413F-HRTimeline
Centurion Wealth Management LLC1,883$1.33M0.3%013F-HRTimeline
Beaumont Financial Advisors, LLC1,882$1.33M0.09%-5213F-HRTimeline
AMERIFLEX GROUP, INC.1,878$1.33M0.67%+33413F-HRTimeline
Operose Advisors LLC1,876$1.33M0.31%+5213F-HRTimeline
XXI WEALTH, LLC1,874$1.33M0.75%+8413F-HRTimeline
Clear Creek Financial Management, LLC1,873$1.33M0.1%+18513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,873$1.33M0.03%+13213F-HRTimelineGroup
Wagner Wealth Management, LLC1,866$1.32M0.27%+12713F-HRTimeline
KKM Financial LLC2,297$1.32M0.23%013F-HRTimeline
Guardian Asset Advisors, LLC1,856$1.32M0.77%-4613F-HRTimeline
Westmount Partners, LLC1,855$1.31M0.32%+1513F-HRTimeline
OSTRUM ASSET MANAGEMENT1,855$1.31M0.07%-1,71713F-HRTimeline
Bell Bank1,854$1.31M0.06%-6613F-HRTimeline
Cornerstone Select Advisors, LLC1,853$1.31M0.82%+13313F-HRTimeline
Morse Asset Management, Inc1,852$1.31M0.27%+913F-HRTimeline
WRAPMANAGER INC1,851$1.31M0.46%-11813F-HRTimeline
Montz Harcus Wealth Management LLC1,848$1.31M0.53%+1713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,845$1.31M0.07%+12813F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp1,845$1.31M<0.01%013F-HRTimelineGroup
Marion Wealth Management1,844$1.31M0.29%+213F-HRTimeline
RMR Wealth Builders1,844$1.31M0.1%-513F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,843$1.31M0.47%-2813F-HRTimeline
Sterling Investment Advisors, Ltd.1,841$1.3M0.24%-1013F-HRTimeline
HARRIS ASSOCIATES L P1,840$1.3M<0.01%-56813F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,836$1.3M0.1%-113F-HRTimeline
Impact Capital Partners LLC1,832$1.3M0.39%+813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,831$1.3M0.09%-1613F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,830$1.3M0.65%+20013F-HRTimeline
SFMG, LLC1,829$1.3M0.09%+24913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,823$1.29M0.08%-11313F-HRTimeline
Fairvoy Private Wealth, LLC1,821$1.29M0.31%-14613F-HRTimeline
CALTON & ASSOCIATES, INC.1,820$1.29M0.19%-48913F-HRTimeline
Cornerstone Advisory, LLC1,818$1.29M0.12%+1213F-HRTimeline
Cauble & Harre Wealth Management, Inc.1,412$1.29M1.03%-17013F-HRTimeline
Pacifica Partners Inc.1,816$1.29M0.43%-1013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,815$1.29M0.61%013F-HRTimeline
Icon Wealth Advisors, LLC1,587$1.29M0.08%-57213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,811$1.28M0.08%013F-HRTimeline
Bensler, LLC1,810$1.28M0.13%-5113F-HRTimeline
Canal Capital Management, LLC1,808$1.28M0.17%+9013F-HRTimeline
626 Financial, LLC1,807$1.28M0.57%-20713F-HRTimeline
J.Safra Asset Management Corp1,806$1.28M0.07%013F-HRTimeline
Diligent Investors, LLC1,806$1.28M0.32%+10413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,806$1.28M0.02%new13F-HRTimelineGroup
McBroom & Associates, LLC1,806$1.28M0.71%013F-HRTimeline
Moment Partners, LLC1,806$1.28M0.23%013F-HRTimeline
LCNB CORP1,804$1.28M0.43%+20313F-HRTimeline
Lakeside Advisors, INC.1,803$1.28M0.85%+1513F-HRTimeline
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD1,805$1.28M0.09%new13F-HRTimelineGroup
Lakeridge Wealth Management LLC1,801$1.28M0.55%+1813F-HRTimeline
Violich Capital Management, Inc.1,800$1.28M0.15%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,799$1.27M0.02%-6,56713F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO1,795$1.27M0.13%+23413F-HRTimeline
Redhawk Wealth Advisors, Inc.1,794$1.27M0.14%+14113F-HRTimeline
RATIONAL ADVISORS, INC.1,792$1.27M0.13%-8913F-HRTimeline
Optas, LLC1,792$1.27M0.19%+7113F-HRTimeline
Aster Capital Management (DIFC) Ltd3,849$1.27M0.41%new13F-HRTimeline
Quent Capital, LLC1,791$1.27M0.09%+8513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,791$1.27M0.46%013F-HRTimelineGroup
KRM WEALTH MANAGEMENT L.L.C.1,791$1.27M0.66%+413F-HRTimeline
Veracity Capital LLC1,790$1.27M0.45%-20013F-HRTimeline
HAMEL ASSOCIATES, INC.1,791$1.27M0.36%-5013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,786$1.27M0.53%+23313F-HRTimeline
Accredited Investors Inc.1,785$1.26M0.07%-313F-HRTimeline
Tarbox Family Office, Inc.1,783$1.26M0.21%-16313F-HRTimeline
GWN SECURITIES INC.1,782$1.26M0.24%+17913F-HRTimeline
Core Alternative Capital1,780$1.26M0.37%+10413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,777$1.26M0.07%+33413F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC1,775$1.26M0.2%new13F-HRTimeline
Blackhawk Capital Partners, LLC1,775$1.26M0.46%-65413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,774$1.26M0.16%+29713F-HRTimeline
CPWA, LLC1,355$1.26M1.5%13F-HRTimeline
Fortis Capital Management LLC1,772$1.26M0.17%+1,24513F-HRTimeline
Davis Investment Partners, LLC1,771$1.25M0.44%+113F-HRTimeline
Portfolio Design Labs, LLC1,769$1.25M0.22%-1,41613F-HRTimeline
Taylor Financial Group, Inc.1,768$1.25M0.76%+1513F-HRTimeline
DMC Group, LLC1,767$1.25M0.85%-16713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC1,762$1.25M0.71%-79313F-HRTimeline
Larry Mathis Financial Planning, LLC1,762$1.25M1.12%-5613F-HRTimeline
Vigil Wealth Management, LLC1,753$1.24M1%+2013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,753$1.24M0.1%-3813F-HRTimeline
Future Fund LLC1,752$1.24M0.44%+50813F-HRTimeline
WAYCROSS PARTNERS, LLC1,750$1.24M0.12%-60013F-HRTimeline
SmartHarvest Portfolios, LLC1,748$1.24M0.52%-28313F-HRTimeline
WULFF, HANSEN & CO.1,745$1.24M1.26%-15013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,743$1.24M0.45%+49313F-HRTimeline
Opal Wealth Advisors, LLC1,742$1.23M0.28%-1813F-HRTimeline
BAYBAN1,742$1.23M1.07%+7313F-HRTimeline
TCV Trust & Wealth Management, Inc.1,741$1.23M0.1%-3013F-HRTimeline
Foster Group, Inc.1,739$1.23M0.04%+7413F-HRTimeline
Fragasso Financial Advisors Inc1,706$1.23M0.07%+59513F-HRTimeline
Lafayette Investments, Inc.1,736$1.23M0.25%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,733$1.23M0.04%-16313F-HRTimeline
Abel Hall, LLC1,733$1.23M0.26%+24913F-HRTimeline
Karani Asset Management LLC1,732$1.23M1.07%new13F-HRTimeline
LifeSteps Financial, Inc.1,732$1.23M0.78%-1413F-HRTimeline
Relyea Zuckerberg Hanson LLC1,731$1.23M0.12%+4213F-HRTimeline
DSG Capital Advisors, LLC1,730$1.23M0.2%new13F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC1,729$1.22M0.8%+24013F-HRTimeline
Base Wealth Management LLC1,724$1.22M0.68%-26613F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd1,723$1.22M0.46%new13F-HRTimelineGroup
One Degree Advisors Inc1,722$1.22M0.32%+113F-HRTimeline
Wealth Quarterback LLC1,717$1.22M0.48%+213F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA1,717$1.22M0.07%013F-HRTimeline
Zinnia Wealth Advisory, LLC1,716$1.22M1.36%-28513F-HRTimeline
Basecamp Wealth Advisors LLC1,710$1.21M0.25%013F-HRTimeline
VICUS CAPITAL1,709$1.21M0.09%+3113F-HRTimeline
Grove Bank & Trust1,708$1.21M0.14%-6813F-HRTimeline
HALL LAURIE J TRUSTEE1,707$1.21M0.43%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,706$1.21M0.12%013F-HR/ATimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,702$1.21M0.06%-11713F-HRTimeline
Capital Square, LLC1,450$1.21M0.56%-15113F-HRTimeline
Garner Asset Management Corp1,698$1.2M0.47%-14913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,696$1.2M0.19%-5013F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,695$1.2M1.18%013F-HRTimeline
KFA Private Wealth Group, LLC1,686$1.19M0.29%-23713F-HRTimeline
PSI Advisors, LLC1,685$1.19M0.29%+10713F-HRTimeline
Ellevest, Inc.1,682$1.19M0.17%+2013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,677$1.19M0.12%-20013F-HRTimeline
WealthPLAN Partners, LLC1,677$1.19M0.23%+5313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,677$1.19M0.19%+22513F-HRTimeline
Balefire, LLC1,676$1.19M0.22%+2113F-HRTimeline
Nadler Financial Group, Inc.1,675$1.19M0.11%+5013F-HRTimeline
Burton Enright Welch1,672$1.18M0.16%+3213F-HRTimeline
Consilium Wealth Advisory, LLC1,672$1.18M0.4%+60413F-HRTimeline
Mosaic Advisors LLC1,425$1.18M1.78%new13F-HRTimeline
Charis Legacy Partners, LLC1,670$1.18M1.73%013F-HRTimeline
Bogart Wealth, LLC1,670$1.18M0.05%+413F-HRTimeline
WEALTH ALLIANCE, LLC1,668$1.18M0.12%-6713F-HRTimeline
NOVEM GROUP1,665$1.18M0.14%-4313F-HRTimeline
Quantum Financial Advisors, LLC1,663$1.18M0.13%-1,29013F-HRTimeline
BlueSky Wealth Advisors, LLC1,662$1.18M0.15%+5813F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,660$1.18M0.65%-1013F-HRTimeline
Red Door Wealth Management, LLC1,658$1.17M0.12%+213F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,656$1.17M0.49%+213F-HRTimeline
Regent Peak Wealth Advisors LLC1,654$1.17M0.24%+5713F-HRTimeline
McGowan Group Asset Management, Inc.1,653$1.17M0.15%+6013F-HRTimeline
Bigelow Investment Advisors, LLC1,651$1.17M0.47%-1313F-HRTimeline
Taylor Hoffman Capital Management LLC1,651$1.17M0.36%-2913F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,649$1.17M0.06%-42613F-HRTimeline
Citizens Business Bank1,648$1.17M0.19%-1513F-HRTimeline
WealthTrust Axiom LLC1,647$1.17M0.29%+1213F-HRTimeline
Kaydan Wealth Management, Inc.1,643$1.16M0.39%013F-HRTimeline
Advisory Resource Group1,642$1.16M0.2%+1013F-HRTimeline
Affinity Capital Advisors, LLC1,642$1.16M0.16%+1913F-HRTimeline
Crewe Advisors LLC1,630$1.15M0.1%+2013F-HRTimeline
Merrithew & Thorsten Inc1,628$1.15M1.09%+313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,627$1.15M0.54%+4813F-HRTimeline
Financial Partners Group, Inc1,625$1.15M0.14%-2513F-HRTimeline
Stonebridge Financial Group, LLC1,624$1.15M0.09%-27813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,622$1.15M0.76%013F-HRTimeline
Parisi Gray Wealth Management1,622$1.15M0.27%+85513F-HRTimeline
Accel Wealth Management1,621$1.15M0.3%+9513F-HRTimeline
BARR E S & CO1,620$1.15M0.07%-1513F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding1,620$1.15M+802Timeline
Goldenstone Wealth Management LLC1,619$1.15M0.83%-6213F-HRTimeline
Nikulski Financial, Inc.1,618$1.15M0.28%013F-HRTimeline