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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Bigelow Investment Advisors, LLC1,591$1.69M0.61%-6013F-HRTimeline
JB Capital LLC1,586$1.69M0.06%+213F-HRTimeline
Raab & Moskowitz Asset Management LLC1,586$1.69M0.34%-113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,585$1.69M0.4%013F-HRTimeline
Hilton Head Capital Partners, LLC1,585$1.69M0.85%-2613F-HRTimeline
Carrera Capital Advisors1,584$1.69M0.25%+14113F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,582$1.69M0.19%-1613F-HRTimeline
WADDELL & ASSOCIATES, LLC1,579$1.68M0.08%+67613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,579$1.68M0.22%-113F-HRTimelineGroup
Goldenstone Wealth Management LLC1,577$1.68M1.1%-4213F-HRTimeline
Ranch Capital Advisors Inc.1,577$1.68M0.53%-3413F-HRTimeline
Stonebridge Capital Advisors LLC1,576$1.68M0.11%+3713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1,573$1.68M0.3%+1813F-HRTimeline
Meadow Creek Wealth Advisors LLC1,573$1.68M1.02%+16413F-HRTimeline
Brady Martz Wealth Solutions, LLC1,570$1.67M0.25%+713F-HRTimeline
SEEDS INVESTOR LLC1,568$1.67M0.17%+26813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,938$1.67M0.54%+19913F-HRTimeline
McGowan Group Asset Management, Inc.1,565$1.67M0.2%-8813F-HRTimeline
SeaBridge Investment Advisors LLC1,565$1.67M0.24%013F-HRTimeline
CAMDEN NATIONAL BANK1,565$1.67M0.22%-3213F-HRTimeline
Linscomb Wealth, Inc.1,562$1.66M0.07%-1,06513F-HRTimeline
55 North Private Wealth, LLC1,561$1.66M0.33%+8513F-HRTimeline
Sendero Wealth Management, LLC1,560$1.66M0.17%+1113F-HRTimeline
Madison Wealth Partners, Inc1,558$1.66M0.21%+27213F-HRTimeline
DHJJ Financial Advisors, Ltd.1,557$1.66M0.48%-3,00113F-HRTimeline
BIP Wealth, LLC1,553$1.65M0.05%+59713F-HRTimeline
Trinity Financial Advisors LLC1,550$1.65M0.42%013F-HRTimeline
WAYCROSS PARTNERS, LLC1,550$1.65M0.14%-20013F-HRTimeline
McBroom & Associates, LLC1,550$1.65M0.83%-25613F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,545$1.65M0.31%+15513F-HR/ATimeline
ALONGSIDE, LLC1,545$1.65M0.31%13F-HRTimeline
Sterling Investment Advisors, Ltd.1,545$1.65M0.27%-29613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,544$1.64M0.26%-113F-HRTimeline
SAM Advisors, LLC1,540$1.64M0.45%013F-HRTimeline
Regal Investment Advisors LLC1,540$1.64M0.09%-47913F-HRTimeline
HORAN Wealth, LLC1,535$1.63M0.2%-1,27513F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC1,530$1.63M0.15%-6,56813F-HRTimeline
NVWM, LLC1,530$1.63M0.33%+2013F-HRTimeline
Destination Wealth Management1,529$1.63M0.04%+20313F-HRTimeline
Baron Wealth Management LLC1,528$1.63M0.42%+6813F-HRTimeline
Affinity Capital Advisors, LLC1,673$1.62M0.2%+3113F-HRTimeline
Birchcreek Wealth Management, LLC1,515$1.61M0.63%+22513F-HRTimeline
AdvisorShares Investments LLC1,511$1.61M0.19%+77013F-HRTimeline
Hickory Point Bank & Trust1,511$1.61M0.98%-1513F-HRTimeline
WOODSTOCK CORP1,510$1.61M0.13%-4713F-HRTimeline
Harbour Trust & Investment Management Co1,510$1.61M0.15%-2913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,507$1.61M0.45%+19613F-HRTimeline
Lewis Asset Management, LLC1,505$1.6M0.56%+1,18913F-HRTimeline
SJS Investment Consulting Inc.1,504$1.6M0.17%+11613F-HRTimeline
Slocum, Gordon & Co LLP1,503$1.6M1.06%+313F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,500$1.6M0.06%013F-HRTimeline
Bill Few Associates, Inc.1,499$1.6M0.34%-39213F-HRTimeline
VICUS CAPITAL1,498$1.59M0.1%-21113F-HRTimeline
Burton Enright Welch1,496$1.59M0.19%-17613F-HRTimeline
FSA Advisors, Inc.1,490$1.59M0.73%+313F-HR/ATimeline
Atom Investors LP1,483$1.58M0.14%new13F-HRTimeline
Cromwell Holdings LLC1,476$1.57M0.71%013F-HRTimeline
Thayer Partners, LLC / MA1,475$1.57M0.65%-12113F-HRTimeline
Aberdeen Wealth Management LLC1,470$1.57M0.75%-68313F-HRTimeline
Worth Financial Advisory Group, LLC1,468$1.56M0.65%new13F-HRTimeline
Commonwealth Financial Services, LLC1,468$1.56M0.21%+16113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,467$1.56M0.02%-31813F-HRTimeline
Sun Financial Inc1,865$1.56M0.74%-50913F-HRTimeline
Proactive Wealth Strategies LLC1,464$1.56M0.25%+72713F-HRTimeline
Stokes Family Office, LLC1,465$1.56M0.18%-14913F-HRTimeline
Sanchez Levi Garrett1,463$1.56M0.85%+2413F-HRTimeline
West Family Investments, Inc.1,461$1.56M0.45%+23113F-HRTimeline
Paulson Wealth Management Inc.1,458$1.55M0.33%+613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,458$1.55M0.09%+4013F-HRTimeline
Interchange Capital Partners, LLC1,455$1.55M0.29%+24713F-HRTimeline
Bravera Wealth1,453$1.55M0.59%-2313F-HRTimeline
Clark Asset Management, LLC1,452$1.55M0.12%+3813F-HRTimeline
McCollum Christoferson Group LLC1,450$1.54M0.45%013F-HRTimeline
Caliber Wealth Management, LLC / KS1,450$1.54M0.15%+7913F-HRTimeline
Income Insurance Ltd1,449$1.54M0.92%+4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Goepper Burkhardt LLC1,447$1.54M0.46%-2013F-HRTimeline
Transcendent Capital Group LLC1,447$1.54M0.6%-313F-HRTimeline
Sanchez Wealth Management Group1,442$1.54M0.27%+313F-HRTimeline
Moss Adams Wealth Advisors LLC1,441$1.53M0.1%+4813F-HRTimeline
WealthCare Asset Management, LLC1,440$1.53M0.64%new13F-HRTimeline
Smith Group Asset Management, LLC1,439$1.53M0.06%new13F-HRTimeline
WATERS PARKERSON & CO., LLC1,438$1.53M0.08%-5013F-HRTimeline
Alchemi Wealth, LLC1,435$1.53M0.72%+13413F-HRTimeline
UNION SAVINGS BANK1,435$1.53M0.61%-7613F-HRTimeline
Capital Advisors Wealth Management, LLC1,433$1.53M0.18%+3513F-HRTimeline
Chancellor Financial Group WB LP1,433$1.53M0.94%-1,44013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,429$1.52M0.26%-10613F-HRTimeline
Coyle Financial Counsel LLC1,429$1.52M0.28%+3513F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y1,428$1.52M1.11%-6013F-HRTimelineGroup
SWISS RE LTDin group SWISS RE LTD1,428$1.52M0.14%+1,20013F-HRTimelineGroup
GS Investments, Inc.1,428$1.52M1.1%new13F-HRTimeline
Blankinship & Foster, LLC1,426$1.52M0.31%013F-HRTimeline
Mosaic Advisors LLC1,425$1.52M2.04%013F-HRTimeline
Juno Financial Group LLC1,423$1.52M0.54%-11013F-HRTimeline
Campbell & CO Investment Adviser LLC1,423$1.52M0.08%-2,42013F-HRTimeline
Annex Advisory Services, LLC1,420$1.51M0.03%+12313F-HRTimeline
apricus wealth, LLC1,420$1.51M0.72%+2613F-HRTimeline
Tumwater Wealth Management, LLC1,416$1.51M0.55%+113F-HRTimeline
Balboa Wealth Partners1,414$1.51M0.21%+10613F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,411$1.5M0.07%-23813F-HRTimeline
MONETTA FINANCIAL SERVICES INC1,400$1.49M1%013F-HRTimeline
RBO & CO LLC1,400$1.49M0.24%-10013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,400$1.49M0.43%013F-HRTimeline
GeoWealth Management, LLC1,396$1.49M0.05%+13013F-HRTimeline
LCNB CORP1,397$1.49M0.46%-40713F-HRTimeline
Elgethun Capital Management1,395$1.49M0.21%+3513F-HRTimeline
Peachtree Investment Partners, LLC1,394$1.48M0.48%+33413F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.48M0.35%new13F-HRTimelineAmount filed as zero, left out of ratios.
Park Edge Advisors, LLC1,390$1.48M0.32%new13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,389$1.48M0.06%013F-HRTimeline
Register Financial Advisors LLC1,388$1.48M0.45%+6413F-HRTimeline
Northside Capital Management, LLC1,387$1.48M0.12%-5013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,388$1.48M0.05%+713F-HRTimeline
SWEENEY & MICHEL, LLC1,753$1.48M0.39%+113F-HRTimeline
Planned Solutions, Inc.1,385$1.47M0.42%+2313F-HRTimeline
First Pacific Financial1,382$1.47M0.18%+2613F-HRTimeline
Petix & Botte Co1,376$1.47M0.29%+68913F-HRTimeline
FCA CORP /TX1,375$1.46M0.36%013F-HRTimeline
WJ Financial Advisors LLC1,370$1.46M1.07%-2013F-HRTimeline
Worth Asset Management, LLC1,367$1.46M0.47%-1,76513F-HRTimeline
Frisch Financial Group, Inc.1,363$1.45M0.25%-22813F-HRTimeline
Cauble & Harre Wealth Management, Inc.1,362$1.45M1.16%-5013F-HRTimeline
David J Yvars Group1,361$1.45M0.71%-1613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,361$1.45M0.43%-14013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,360$1.45M0.53%-7813F-HRTimeline
Wescott Financial Advisory Group, LLC1,359$1.45M0.11%+713F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,358$1.45M0.15%013F-HRTimeline
Asset Planning,Inc1,358$1.45M0.94%+12213F-HRTimeline
CPWA, LLC1,356$1.44M1.68%+113F-HRTimeline
Pacifica Partners Inc.1,497$1.44M0.43%-31913F-HRTimeline
Range Financial Group LLC1,354$1.44M0.39%-9713F-HRTimeline
Center For Asset Management LLC1,353$1.44M0.64%+913F-HRTimeline
Quadcap Wealth Management, LLC1,353$1.44M0.14%+8213F-HRTimeline
Traveka Wealth, LLC1,350$1.44M0.48%+613F-HRTimeline
THOMAS STORY & SON LLC1,350$1.44M0.51%013F-HRTimeline
Sandy Cove Advisors, LLC1,349$1.44M0.36%+5313F-HRTimeline
AF Advisors, Inc.1,349$1.44M0.71%-10013F-HRTimeline
Peoples Bank/KS1,348$1.44M1.4%+2513F-HRTimeline
NTV Asset Management LLC1,345$1.43M0.14%+20013F-HRTimeline
Leonteq Securities AG1,345$1.43M0.09%-5,28013F-HRTimeline
WINCAP FINANCIAL LLC1,344$1.43M0.77%+43013F-HRTimeline
Fractal Investments LLC1,342$1.43M0.16%+90013F-HRTimeline
WEST PACES ADVISORS INC.1,338$1.42M0.24%-5813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,337$1.42M0.22%-69813F-HRTimeline
Grant Street Asset Management, Inc.1,332$1.42M0.23%013F-HRTimeline
McMill Wealth Management1,331$1.42M0.34%013F-HR/ATimeline
Sivia Capital Partners, LLC1,329$1.42M0.17%+2513F-HRTimeline
PENN DAVIS MCFARLAND INC1,328$1.41M0.13%-7213F-HRTimeline
VeraBank, N.A.1,328$1.41M0.23%-5013F-HRTimeline
NFSG Corp1,324$1.41M0.17%-2213F-HRTimeline
Bellwether Advisors, LLC1,324$1.41M0.21%-5,33513F-HRTimeline
S.A. Mason LLC1,324$1.41M0.43%+2913F-HRTimeline
Warwick Investment Management, Inc.1,323$1.41M0.16%+4413F-HRTimeline
MRA Advisory Group1,322$1.41M0.51%-16913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,321$1.41M0.1%+85313F-HRTimeline
CacheTech Inc.1,315$1.4M0.23%-4613F-HRTimeline
Uniting Wealth Partners, LLC1,315$1.4M0.28%-3613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,315$1.4M0.61%+913F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,308$1.39M0.57%+16013F-HRTimelineGroup
Capital Square, LLC1,460$1.39M0.61%+1013F-HRTimeline
Global Trust Wealth Management LLC1,306$1.39M0.96%-1,15813F-HRTimeline
Grey Ledge Advisors, LLC1,304$1.39M0.28%-2613F-HRTimeline
Merrion Investment Management Co, LLC1,300$1.38M0.66%013F-HRTimeline
Insight Advisors, LLC/ PA1,298$1.38M0.24%+713F-HRTimeline
PETRA FINANCIAL ADVISORS INC1,297$1.38M0.64%new13F-HRTimeline
Bull Harbor Capital LLC1,284$1.37M0.27%+11313F-HRTimeline
LFA - Lugano Financial Advisors SA1,284$1.37M0.82%+3413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,283$1.37M0.39%-28213F-HRTimeline
Hardin Capital Partners, LLC1,275$1.37M0.63%-6013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,280$1.36M0.2%-3213F-HRTimeline
Fund Advisors of America Inc/FL1,279$1.36M1.24%-1513F-HRTimeline
PKS Advisory Services, LLC1,278$1.36M0.22%+72413F-HRTimeline
Future Fund LLC1,277$1.36M0.39%-47513F-HRTimeline
Sunbeam Capital Management, LLC1,272$1.35M0.62%+10813F-HRTimeline
First Growth Capital LLC1,271$1.35M1.03%-2813F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,270$1.35M0.54%013F-HRTimelineGroup
Rise Advisors, LLC1,269$1.35M0.38%-1113F-HRTimeline
Bay Capital Advisors, LLC1,266$1.35M0.72%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,264$1.35M0.61%+31313F-HRTimeline
Legacy Advisors, LLC1,263$1.35M0.13%+28013F-HRTimeline
Palogic Value Management, L.P.1,261$1.34M0.48%-7513F-HR/ATimeline
Elwood & Goetz Wealth Advisory Group, L…1,259$1.34M0.2%-10513F-HRTimeline
CYBER HORNET ETFs LLC1,259$1.34M0.76%-2713F-HRTimeline
GLOBALT Investments LLC / GA1,252$1.33M0.04%-113F-HRTimeline
Evanson Financial, LLC1,250$1.33M0.07%13F-HRTimeline
Cane Capital Partners, LLC1,249$1.33M0.53%-12213F-HRTimeline
YHB Investment Advisors, Inc.1,249$1.33M0.09%-6913F-HRTimeline
Oakwell Private Wealth Management, LLC1,246$1.33M0.22%+84213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aventura Private Wealth, LLC1,243$1.32M0.41%+21013F-HRTimeline
Greenline Partners, LLC1,242$1.32M0.13%013F-HRTimeline
Mengis Capital Management, Inc.1,241$1.32M0.2%-9513F-HRTimeline
ANCHYRA PARTNERS LLC1,239$1.32M0.32%+8013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,237$1.32M0.3%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,237$1.32M0.33%-1313F-HRTimeline
MFA Wealth Services1,231$1.31M0.78%-6713F-HRTimeline
Bangor Savings Bank1,231$1.31M0.1%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,228$1.31M0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC1,224$1.3M0.15%+10213F-HRTimeline
Joule Financial, LLC1,224$1.3M0.35%+413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,223$1.3M0.02%-57613F-HRTimelineGroup