CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers: 2,956
13F filers: 3,008
New: 115
Added: 1,094
Reduced: 1,051
Sold out: 161
Shares held by filers: 340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
WestHill Financial Advisors, Inc.	1,386	$503K	0.11%	0	13F-HR Timeline
Mengis Capital Management, Inc.	1,385	$503K	0.1%	0	13F-HR Timeline
Hennion & Walsh Asset Management, Inc.	1,379	$500K	0.02%	-569	13F-HR Timeline
Optas, LLC	1,372	$498K	0.11%	+77	13F-HR Timeline
Private Wealth Advisors, LLC	1,365	$495K	0.22%	-681	13F-HR Timeline
Moloney Securities Asset Management, LLC	1,365	$495K	0.07%	+645	13F-HR Timeline
ACAS, LLC	1,377	$494K	0.37%	-30	13F-HR Timeline
Bard Financial Services, Inc.	1,360	$493K	0.06%	0	13F-HR Timeline
Balefire, LLC	1,371	$493K	0.17%	-20	13F-HR Timeline
Rosenberg Matthew Hamilton	1,358	$493K	0.13%	+176	13F-HR Timeline
Enterprise Financial Services Corpin group Enterprise Financial Services…	1,355	$492K	0.27%	+142	13F-HR Timeline Group
SJS Investment Consulting Inc.	1,354	$491K	0.08%	-14	13F-HR Timeline
THOMAS STORY & SON LLC	1,350	$490K	0.21%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	1,350	$490K	0.35%	0	13F-HR Timeline
Evanson Asset Management, LLC	1,350	$490K	0.03%	0	13F-HR Timeline
Coyle Financial Counsel LLC	1,348	$489K	0.15%	+1	13F-HR Timeline
Morningstar Investment Management LLCgroup of 2 filers holding	1,348	$489K		-2,439	Timeline Morningstar Investment Management…: 1,348 (0.04%) 13F-HR Morningstar Investment Services L…: sold out, -2,439 13F-HR
Kenora Financial, LLC	1,347	$489K	0.19%	+21	13F-HR Timeline
Hardin Capital Partners, LLC	1,347	$489K	0.29%	-120	13F-HR Timeline
Sendero Wealth Management, LLC	1,344	$488K	0.07%	0	13F-HR Timeline
Global X Japan Co., Ltd.	1,344	$488K	0.06%	+89	13F-HR Timeline
Claro Advisors Inc.	1,342	$487K	0.07%	-412	13F-HR Timeline
VeraBank, N.A.	1,336	$485K	0.14%	+10	13F-HR Timeline
American Money Management, LLC	1,335	$484K	0.09%	-59	13F-HR Timeline
Burton Enright Welch	1,335	$484K	0.1%	0	13F-HR Timeline
Elser Financial Planning, Inc	1,334	$484K	0.04%	+19	13F-HR Timeline
Formidable Asset Management, LLC	1,332	$483K	0.08%	-4	13F-HR Timeline
WINTON GROUP Ltdin group WINTON GROUP Ltd	1,332	$483K	0.03%	-166	13F-HR Timeline Group
Blueprint Investment Partners LLCin group Blueprint Investment Partners…	1,332	$483K	0.08%	+135	13F-HR Timeline Group
Warther Private Wealth, LLC	1,330	$483K	0.16%	+9	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	1,327	$481K	0.1%	+101	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	1,327	$481K	0.18%	-23	13F-HR Timeline
Westshore Wealth, LLC	1,323	$480K	0.19%	0	13F-HR Timeline
Highview Capital Management LLC/DE/	1,320	$479K	0.18%	+300	13F-HR/A Timeline
WATERS PARKERSON & CO., LLC	1,319	$478K	0.03%	0	13F-HR Timeline
CYBER HORNET ETFs LLC	1,316	$477K	0.46%	+42	13F-HR Timeline
Reyes Financial Architecture, Inc.	1,315	$477K	0.38%		13F-HR Timeline
Birchcreek Wealth Management, LLC	1,314	$477K	0.3%	0	13F-HR Timeline
FIRST NATIONAL CORP /MA/ /ADV	1,312	$476K	0.11%	-6	13F-HR Timeline
Petix & Botte Co	1,312	$476K	0.13%	0	13F-HR Timeline
McMill Wealth Management	1,311	$476K	0.19%		13F-HR Timeline
Northstar Financial Companies, Inc.	1,310	$475K	0.45%		13F-HR Timeline
Chesley Taft & Associates LLC	1,306	$474K	0.02%	+35	13F-HR Timeline
Gradient Capital Advisors, LLC	1,305	$474K	0.15%	-18	13F-HR Timeline
SCHULHOFF & CO INC	1,305	$473K	0.17%	-95	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,294	$469K	0.18%	+206	13F-HR Timeline
Leo Wealth, LLC	1,293	$469K	0.04%	-97	13F-HR Timeline
LM Advisors LLC	1,286	$467K	0.08%	new	13F-HR/A Timeline
Rockingstone Advisors LLC	1,283	$465K	0.21%	+34	13F-HR Timeline
Foster Group, Inc.	1,281	$465K	0.02%	+217	13F-HR Timeline
Bay Capital Advisors, LLC	1,281	$465K	0.37%		13F-HR Timeline
Prostatis Group LLC	1,279	$464K	0.14%	+173	13F-HR Timeline
BlueStem Wealth Partners, LLC	1,276	$463K	0.06%		13F-HR Timeline
SageView Advisory Group, LLC	1,276	$463K	0.02%	-153	13F-HR Timeline
KORNITZER CAPITAL MANAGEMENT INC /KS	1,275	$463K	0.01%	+3	13F-HR Timeline
WealthPLAN Partners, LLC	1,274	$462K	0.07%	+115	13F-HR Timeline
FSA Advisors, Inc.	1,273	$462K	0.56%	+8	13F-HR Timeline
Sunflower Bank, N.A.	1,271	$461K	0.13%	+116	13F-HR Timeline
MCF Advisors LLC	1,270	$461K	0.03%	+6	13F-HR Timeline
AdvisorShares Investments LLC	1,270	$461K	0.09%	-65	13F-HR Timeline
Alpha Family Trustin group Alpha Family Trust	1,270	$461K	0.26%	0	13F-HR Timeline Group
Next Level Private LLC	1,270	$461K	0.19%	0	13F-HR Timeline
Ethos Financial Group, LLC	1,263	$460K	0.06%	+509	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,267	$460K	0.08%	+103	13F-HR Timeline
Tumwater Wealth Management, LLC	1,266	$459K	0.24%		13F-HR Timeline
Monte Financial Group, LLC	1,266	$459K	0.2%	-10	13F-HR Timeline
Quadcap Wealth Management, LLC	1,263	$458K	0.07%	-1,320	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	1,265	$458K	0.01%	+1,223	13F-HR Timeline Group
W.H. Cornerstone Investments Inc.	1,262	$458K	0.31%	new	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,262	$458K	0.4%		13F-HR Timeline
DAVIDSON TRUST CO	1,262	$458K	0.24%	-60	13F-HR Timeline
Northwest Bancshares, Inc.	1,260	$457K	0.08%	-50	13F-HR Timeline
Core Alternative Capital	1,260	$457K	0.1%	+13	13F-HR Timeline
Jupiter Wealth Management LLC	1,258	$456K	0.23%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	1,252	$455K	0.14%	+106	13F-HR Timeline
Fox Hill Wealth Management	1,253	$455K	0.26%	-5,820	13F-HR Timeline
Traveka Wealth, LLC	1,251	$454K	0.25%	+73	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,250	$453K	0.3%	0	13F-HR Timeline
Millington Financial Advisors, LLC	1,253	$453K	0.26%	+4	13F-HR Timeline
Tennessee Valley Asset Management Partn…	1,246	$452K	0.08%	-204	13F-HR Timeline
Intellus Advisors LLC	1,246	$452K	0.08%		13F-HR Timeline
Balboa Wealth Partners	1,246	$452K	0.1%	+271	13F-HR Timeline
Braun-Bostich & Associates Inc.	1,242	$451K	0.32%	+8	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	1,241	$450K	0.1%	+2	13F-HR Timeline
Philip James Wealth Mangement, LLC	1,240	$450K	0.06%	+9	13F-HR Timeline
Carrera Capital Advisors	1,238	$449K	0.11%	+30	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	1,237	$449K	0.12%	-80	13F-HR Timeline
CoreFirst Bank & Trust	1,236	$448K	0.27%	0	13F-HR Timeline
Cordatus Wealth Management LLC	1,235	$448K	0.12%	0	13F-HR Timeline
BEACON FINANCIAL GROUP	1,233	$447K	0.05%	-112	13F-HR Timeline
S.A. Mason LLC	1,231	$447K	0.23%	+45	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,231	$447K	0.17%	+1	13F-HR Timeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y	1,231	$447K	0.48%	0	13F-HR Timeline Group
Graves Light Lenhart Wealth, Inc.	1,230	$446K	0.06%	+1	13F-HR Timeline
Bangor Savings Bank	1,226	$445K	0.04%	+57	13F-HR Timeline
Indie Asset Partners, LLC	1,223	$444K	0.35%	+2	13F-HR Timeline
Congress Park Capital LLC	1,220	$443K	0.16%	-250	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	1,218	$442K	0.09%	-41	13F-HR Timeline
Towne Trust Company, N.A	1,217	$441K	0.15%	0	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	1,213	$440K	0.22%	-25	13F-HR Timeline Group
Pines Wealth Management, LLC	1,251	$439K	0.19%		13F-HR Timeline
Moss Adams Wealth Advisors LLC	1,208	$438K	0.05%	+106	13F-HR Timeline
Greenline Partners, LLC	1,205	$437K	0.06%	0	13F-HR Timeline
Prentice Wealth Management LLC	1,205	$437K	0.13%	+114	13F-HR Timeline
CJM Wealth Advisers, Ltd.	1,201	$436K	0.15%	+1	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	1,201	$436K	0.16%	+83	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	1,200	$435K	0.03%	-104	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	1,199	$435K	0.02%	-4	13F-HR Timeline
Integrated Investment Consultants, LLC	1,199	$435K	0.09%	-16,988	13F-HR/A Timeline
Gilman Hill Asset Management, LLC	1,199	$435K	0.08%	0	13F-HR Timeline
DAVIDSON INVESTMENT ADVISORS	1,197	$434K	0.02%	-73	13F-HR Timeline
VEGA INVESTMENT SOLUTIONS	1,197	$434K	0.36%		13F-HR Timeline
Western Financial Corp/CA	1,194	$433K	0.24%	+184	13F-HR Timeline
Baron Wealth Management LLC	1,193	$433K	0.2%	+72	13F-HR Timeline
Five Oceans Advisors	1,193	$433K	0.2%	+10	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,223	$433K	0.04%	-29	13F-HR Timeline
Trust Co of Kansas	1,185	$430K	0.21%	-15	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	1,184	$429K	0.26%	+1	13F-HR Timeline
Rossby Financial, LCC	1,183	$429K	0.27%		13F-HR Timeline
Laurel Wealth Advisors LLC	1,182	$429K	0.07%	-50	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	1,181	$428K	0.25%	+23	13F-HR Timeline
Meredith Wealth Planning	1,180	$428K	0.19%	0	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	1,179	$428K	0.12%	0	13F-HR Timeline
United Advisor Group, LLC	1,177	$427K	0.08%	+228	13F-HR Timeline
VestGen Investment Management	1,171	$425K	0.12%	-91	13F-HR Timeline
AUA CAPITAL MANAGEMENT, LLC	1,170	$425K	0.27%	0	13F-HR Timeline
Archford Capital Strategies, LLC	1,169	$424K	0.06%	+8	13F-HR Timeline
STAR Financial Bank	1,169	$424K	0.31%	-215	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	1,168	$424K	0.01%	-174	13F-HR Timeline Group
Mowery & Schoenfeld Wealth Management, …	1,167	$423K	0.82%	+1,166	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	1,166	$423K	0.31%	0	13F-HR Timeline
Claris Financial LLC	1,162	$422K	0.28%		13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	1,160	$421K	0.01%	0	13F-HR Timeline Group
GC Wealth Management RIA, LLC	1,160	$421K	0.07%	+40	13F-HR Timeline
Versant Capital Management, Inc	1,156	$419K	0.09%	+331	13F-HR Timeline
First Nebraska Trust Co	1,156	$419K	0.04%	0	13F-HR Timeline
Joule Financial, LLC	1,154	$419K	0.15%	-3	13F-HR Timeline
Perennial Investment Advisors, LLC	1,152	$418K	0.05%	+99	13F-HR Timeline
Alan B Lancz & Associates, Inc.	1,150	$417K	0.42%	0	13F-HR Timeline
Finivi Inc.	1,149	$417K	0.33%	+34	13F-HR Timeline
ICW Investment Advisors LLC	1,148	$417K	0.17%	new	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,147	$416K	0.03%	-8	13F-HR Timeline Group
Facet Wealth, Inc.	1,143	$416K	0.01%	+74	13F-HR Timeline
Full Sail Capital, LLC	1,146	$416K	0.03%	-16	13F-HR Timeline
LJI Wealth Management, LLC	1,145	$415K	0.08%	0	13F-HR Timeline
WINSLOW ASSET MANAGEMENT INC	1,140	$414K	0.08%	0	13F-HR Timeline
BROGAN FINANCIAL, INC.	1,141	$414K	0.2%	+2	13F-HR Timeline
Clear Creek Financial Management, LLC	1,139	$413K	0.04%	-100	13F-HR Timeline
Interchange Capital Partners, LLC	1,137	$413K	0.15%	+127	13F-HR Timeline
Warwick Investment Management, Inc.	1,137	$412K	0.08%	+2	13F-HR Timeline
Arax Advisory Partners	1,136	$412K	0.03%	+216	13F-HR Timeline
Verity & Verity, LLC	1,134	$411K	0.04%	+355	13F-HR Timeline
WealthBridge Capital Management, LLC	1,133	$411K	0.11%	+1	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	1,131	$410K	0.13%	new	13F-HR Timeline
First Western Trust Bank	1,128	$409K	0.02%	-17	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	1,127	$409K	0.01%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	1,127	$409K	0.01%	0	13F-HR Timeline
Rockline Wealth Management, LLC	1,127	$409K	0.11%	0	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	1,125	$408K	0.03%	-50	13F-HR Timeline
Fairtree Asset Management (Pty) Ltd	1,124	$408K	0.39%		13F-HR/A Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	1,123	$407K	0.08%	+497	13F-HR Timeline
Castleview Partners, LLC	1,132	$407K	0.22%	+88	13F-HR/A Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	1,120	$406K	0.04%	+5	13F-HR Timeline
SPRING CAPITAL MANAGEMENT, LLC	1,120	$406K	0.24%	0	13F-HR Timeline
Tower Wealth Partners, Inc.	1,119	$406K	0.21%	+22	13F-HR Timeline
FIL Ltdin group FIL Ltd	1,114	$404K	<0.01%	0	13F-HR Timeline Group
Driehaus Capital Management LLC	1,114	$404K	<0.01%	+202	13F-HR Timeline
SPC Financial, Inc.	1,112	$403K	0.04%	+97	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	1,106	$401K	0.16%	-12	13F-HR Timeline
Bristlecone Advisors, LLC	1,106	$401K	0.03%	+1	13F-HR Timeline
Petros Family Wealth, LLC	1,100	$399K	0.43%		13F-HR Timeline
Private Wealth Partners, LLC	1,100	$399K	0.03%	+100	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	1,100	$399K	0.03%	-26	13F-HR Timeline Group
Royal Capital Wealth Management, LLC	1,100	$399K	0.28%	0	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	1,099	$399K	0.08%	+3	13F-HR Timeline
Elgethun Capital Management	1,097	$398K	0.1%	+155	13F-HR Timeline
Financial Advisors Network, Inc.	1,094	$397K	0.07%		13F-HR Timeline
Sivia Capital Partners, LLC	1,092	$396K	0.2%	-16	13F-HR Timeline
Financial Advisors, LLC	1,090	$395K	0.08%	0	13F-HR Timeline
Virtue Capital Management, LLC	1,086	$394K	0.08%	-50	13F-HR Timeline
Asset Planning,Inc	1,085	$393K	0.3%		13F-HR Timeline
BENDER ROBERT & ASSOCIATES	1,084	$393K	0.09%	-5	13F-HR Timeline
Purus Wealth Management, LLC	1,084	$393K	0.16%	+118	13F-HR Timeline
Maxele Advisors, LLC	1,084	$393K	0.38%		13F-HR Timeline
Consilium Wealth Advisory, LLC	1,081	$392K	0.19%	+2	13F-HR Timeline
Compass Financial Group, INC/SD	1,079	$391K	0.07%	+2	13F-HR Timeline
Register Financial Advisors LLC	1,079	$391K	0.2%	-45	13F-HR Timeline
4WEALTH ADVISORS, INC.	1,078	$391K	0.4%		13F-HR Timeline
Silvant Capital Management LLC	1,076	$390K	0.02%	0	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	1,074	$390K	0.05%	0	13F-HR Timeline
denkapparat Operations GmbH	1,074	$390K	0.58%		13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	1,070	$388K	0.08%	+314	13F-HR Timeline Group
Wallace Advisory Group, LLC	992	$388K	0.27%	+86	13F-HR Timeline
Morey & Quinn Wealth Partners, LLC	1,067	$387K	0.33%		13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	1,065	$386K	0.12%	-18	13F-HR Timeline
Legacy Advisory Services, LLC	1,064	$386K	0.33%	0	13F-HR Timeline
Town & Country Bank & Trust CO dba Firs…	1,063	$386K	0.15%	0	13F-HR Timeline
Meridian Wealth Advisors, LLC	1,062	$385K	0.06%	-4	13F-HR Timeline
Convergence Financial, LLC	1,060	$384K	0.08%	+239	13F-HR Timeline
Aspire Growth Partners LLC	1,059	$384K	0.38%		13F-HR Timeline