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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,352$446K0.02%-12713F-HRTimelineGroup
Sendero Wealth Management, LLC1,351$446K0.06%+713F-HRTimeline
Balefire, LLC1,351$446K0.15%-2013F-HRTimeline
THOMAS STORY & SON LLC1,350$445K0.17%013F-HRTimeline
Coyle Financial Counsel LLC1,349$445K0.14%+113F-HRTimeline
Hardin Capital Partners, LLC1,347$444K0.27%013F-HRTimeline
VeraBank, N.A.1,336$441K0.12%013F-HRTimeline
Rockingstone Advisors LLC1,336$441K0.2%+5313F-HRTimeline
Rise Advisors, LLC1,334$440K0.19%-10113F-HRTimeline
Formidable Asset Management, LLC1,332$439K0.07%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,330$439K0.18%+313F-HRTimeline
McMill Wealth Management1,329$438K0.16%+1813F-HRTimeline
Capital Advisors Wealth Management, LLC1,327$438K0.08%+6013F-HRTimeline
Elser Financial Planning, Inc1,326$437K0.61%-813F-HRTimeline
Planning Center, Inc.1,323$436K0.05%-14013F-HRTimeline
Sandy Cove Advisors, LLC1,321$436K0.18%-26413F-HRTimeline
CYBER HORNET ETFs LLC1,320$435K0.44%+413F-HRTimeline
Next Level Private LLC1,320$435K0.16%+5013F-HRTimeline
Baron Wealth Management LLC1,319$435K0.19%+12613F-HRTimeline
Birchcreek Wealth Management, LLC1,319$435K0.27%+513F-HRTimeline
Foster Group, Inc.1,318$435K0.02%+3713F-HRTimeline
SWEENEY & MICHEL, LLC1,585$434K0.19%13F-HRTimeline
Tumwater Wealth Management, LLC1,317$434K0.23%+5113F-HRTimeline
Measured Wealth Private Client Group, L…1,316$434K0.14%-1,17613F-HRTimeline
Westshore Wealth, LLC1,315$434K0.18%-813F-HRTimeline
Reyes Financial Architecture, Inc.1,314$433K0.32%-113F-HRTimeline
Petix & Botte Co1,312$433K0.11%013F-HRTimeline
Engineers Gate Manager LP1,311$432K0.01%-68513F-HRTimeline
ACAS, LLC1,377$432K0.33%013F-HRTimeline
Oliver Luxxe Assets LLC1,310$432K0.08%-8813F-HRTimeline
Annex Advisory Services, LLC1,309$432K0.01%+31613F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,309$432K0.08%-16013F-HRTimeline
First Pacific Financial1,308$431K0.09%-9413F-HRTimeline
FIRST FINANCIAL CORP /IN/1,308$431K0.21%-10013F-HRTimeline
SCHULHOFF & CO INC1,305$430K0.19%013F-HRTimeline
CWS Financial Advisors, LLC1,304$430K0.14%+30013F-HRTimeline
Purus Wealth Management, LLC1,302$429K0.18%+21813F-HRTimeline
WATERS PARKERSON & CO., LLC1,298$428K0.02%-2113F-HRTimeline
Ransom Advisory, Ltd1,295$427K0.21%-10013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,294$427K0.01%+13413F-HRTimelineGroup
Prentice Wealth Management LLC1,291$426K0.12%+8613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,519$425K0.29%-51713F-HRTimeline
MCF Advisors LLC1,289$425K0.03%+1913F-HRTimeline
Wealth Management Associates, Inc.1,287$424K0.18%-15113F-HRTimeline
BEACON FINANCIAL GROUP1,284$423K0.05%+5113F-HRTimeline
Finivi Inc.1,283$423K0.34%+13413F-HRTimeline
GSA CAPITAL PARTNERS LLP1,280$422K0.04%-2,00813F-HRTimeline
Tennessee Valley Asset Management Partn…1,279$422K0.07%+3313F-HRTimeline
Claris Financial LLC1,162$422K0.28%013F-HRTimeline
Pines Wealth Management, LLC1,533$420K0.19%+28213F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,270$419K0.24%013F-HRTimelineGroup
Clear Creek Financial Management, LLC1,269$419K0.04%+13013F-HRTimeline
Bard Financial Services, Inc.1,265$417K0.05%-9513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,264$417K0.03%13F-HRTimeline
Gradient Capital Advisors, LLC1,263$417K0.14%-4213F-HRTimeline
Braun-Bostich & Associates Inc.1,263$417K0.31%+2113F-HRTimeline
Northwest Bancshares, Inc.1,260$416K0.08%013F-HRTimeline
Precision Wealth Strategies, LLC1,256$414K0.32%+20113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,250$412K0.01%-2513F-HRTimeline
Evanson Asset Management, LLC1,250$412K0.03%-10013F-HRTimeline
LFA - Lugano Financial Advisors SA1,250$412K0.28%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,249$412K0.03%+10213F-HRTimelineGroup
Bangor Savings Bank1,247$411K0.04%+2113F-HRTimeline
Intellus Advisors LLC1,247$411K0.07%+113F-HRTimeline
Garden State Investment Advisory Servic…1,244$411K0.13%-813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,245$411K0.16%-4913F-HRTimeline
Coastwise Capital Group, LLC1,243$410K0.35%-40613F-HRTimeline
Greenline Partners, LLC1,242$410K0.06%+3713F-HRTimeline
Philip James Wealth Mangement, LLC1,240$409K0.05%013F-HRTimeline
Northstar Financial Companies, Inc.1,239$409K0.44%-7113F-HRTimeline
S.A. Mason LLC1,238$408K0.22%+713F-HRTimeline
Catalina Capital Group, LLC1,238$408K0.27%-1,46413F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,237$408K0.11%013F-HRTimeline
American Money Management, LLC1,237$408K0.08%-9813F-HRTimeline
CoreFirst Bank & Trust1,236$408K0.26%013F-HRTimeline
Core Alternative Capital1,235$407K0.1%-2513F-HRTimeline
WestHill Financial Advisors, Inc.1,232$406K0.09%-15413F-HRTimeline
Pinnacle Financial Group, LLC / IL1,232$406K0.15%+113F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,232$406K0.05%+213F-HRTimeline
American Alpha Advisors, LLC1,231$406K0.36%new13F-HRTimeline
Grant Private Wealth Management Inc1,224$404K0.44%+38713F-HRTimeline
Perennial Investment Advisors, LLC1,224$403K0.05%+7213F-HRTimeline
J2 Capital Management Inc1,223$403K0.37%-35413F-HRTimeline
Congress Park Capital LLC1,220$402K0.15%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,219$402K0.08%+113F-HRTimeline
Towne Trust Company, N.A1,217$401K0.14%013F-HRTimeline
Miller Financial Services LLC1,216$401K0.58%-1,42613F-HRTimeline
Manchester Capital Management LLC1,216$401K0.05%+21113F-HRTimeline
Traveka Wealth, LLC1,215$401K0.22%-3613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,207$398K0.02%+813F-HRTimeline
First Nebraska Trust Co1,206$398K0.04%+5013F-HRTimeline
Integrated Investment Consultants, LLC1,204$397K0.08%+513F-HR/ATimeline
MINDSET WEALTH MANAGEMENT, LLC1,202$396K0.15%+113F-HRTimeline
CJM Wealth Advisers, Ltd.1,201$396K0.14%013F-HRTimeline
FAIRFIELD, BUSH & CO.1,200$396K0.25%-33413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,200$396K0.03%013F-HRTimeline
GRIES FINANCIAL LLC1,199$395K0.08%+14313F-HRTimeline
Gilman Hill Asset Management, LLC1,199$395K0.07%013F-HRTimeline
Five Oceans Advisors1,198$395K0.19%+513F-HRTimeline
Moss Adams Wealth Advisors LLC1,197$395K0.04%-1113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,197$395K0.02%013F-HRTimeline
Meridian Financial Partners LLC1,194$394K0.2%+20013F-HRTimeline
Destination Wealth Management1,194$394K0.01%+45313F-HRTimeline
Henderson Brothers Financial Partners, …687$394K0.2%13F-HRTimeline
Longview Financial Advisors LLC1,190$392K0.26%-35513F-HRTimeline
White Knight Strategic Wealth Advisors,…1,190$392K0.36%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,187$392K0.07%+6413F-HRTimeline
VestGen Investment Management1,187$391K0.3%+1613F-HRTimeline
JT Stratford LLC1,187$391K0.07%-5,05713F-HRTimeline
Trust Co of Kansas1,185$391K0.21%013F-HRTimeline
Fingerlakes Wealth Management, Inc.1,184$390K0.33%-22613F-HRTimeline
Legacy Financial Group LLC1,183$390K0.06%+113F-HRTimeline
Laurel Wealth Advisors LLC1,182$390K0.06%013F-HRTimeline
Meredith Wealth Planning1,180$389K0.17%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,179$389K0.11%013F-HRTimeline
Central Pacific Bank - Trust Division1,179$389K0.05%+13113F-HRTimeline
GC Wealth Management RIA, LLC1,176$388K0.07%+1613F-HRTimeline
ICW Investment Advisors LLC1,175$388K0.16%+2713F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC1,170$386K0.25%013F-HRTimeline
WealthShield Partners, LLC1,170$386K0.05%+29313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,168$385K0.15%+12413F-HRTimeline
Warwick Investment Management, Inc.1,167$385K0.08%+3013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,167$385K0.24%+113F-HRTimeline
LM Advisors LLC1,163$384K0.07%-12313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,162$383K0.19%-5113F-HRTimelineGroup
Joule Financial, LLC1,156$381K0.13%+213F-HRTimeline
BlueStem Wealth Partners, LLC1,152$380K0.05%-12413F-HRTimeline
Sivia Capital Partners, LLC1,151$380K0.18%+5913F-HRTimeline
Alan B Lancz & Associates, Inc.1,150$379K0.4%013F-HRTimeline
HOEY INVESTMENTS, INC1,143$377K0.07%-1,05013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,142$377K0.36%-12013F-HRTimeline
Accel Wealth Management1,140$376K0.14%+11913F-HRTimeline
LJI Wealth Management, LLC1,140$376K0.07%-513F-HRTimeline
Compass Financial Group, INC/SD1,138$376K0.07%+5913F-HRTimeline
Facet Wealth, Inc.1,162$375K0.01%+1913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,138$375K0.09%-77813F-HRTimeline
Archford Capital Strategies, LLC1,137$375K0.05%-3213F-HRTimeline
Maxele Advisors, LLC1,134$374K0.36%+5013F-HRTimeline
Quadcap Wealth Management, LLC1,134$374K0.05%-12913F-HRTimeline
WealthBridge Capital Management, LLC1,133$374K0.11%013F-HRTimeline
Bay Capital Advisors, LLC1,131$373K0.31%-15013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,131$373K0.12%+6613F-HRTimeline
First Western Trust Bank1,128$372K0.02%013F-HRTimeline
Private Wealth Partners, LLC1,127$372K0.03%+2713F-HRTimeline
Rockline Wealth Management, LLC1,127$372K0.1%013F-HRTimeline
COOKSON PEIRCE & CO INC1,126$372K0.02%-5,34813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,120$369K0.04%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,120$369K0.2%013F-HRTimeline
Millington Financial Advisors, LLC1,258$369K0.23%+513F-HRTimeline
Tower Wealth Partners, Inc.1,119$369K0.2%013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y1,118$369K0.4%-11313F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,118$369K0.09%-12313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,117$368K0.33%+21813F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,113$367K0.01%-1413F-HRTimeline
ORG Partners LLC571$366K0.09%-1,64113F-HRTimeline
N.E.W. Advisory Services LLC1,105$365K0.03%+7913F-HRTimeline
Full Sail Capital, LLC1,105$364K0.02%-4113F-HRTimeline
WealthPLAN Partners, LLC1,104$364K0.05%-17013F-HRTimeline
Financial Advisors Network, Inc.1,103$364K0.06%+913F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,101$363K0.3%+3413F-HRTimeline
SkyOak Wealth, LLC1,101$363K0.08%+8913F-HRTimeline
Consilium Wealth Advisory, LLC1,100$363K0.18%+1913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,100$363K0.03%013F-HRTimelineGroup
Royal Capital Wealth Management, LLC1,100$363K0.25%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,098$362K0.01%-7013F-HRTimelineGroup
Mission Financial Group, LLC509$361K0.33%13F-HRTimeline
Stonebrook Private Inc.1,093$360K0.09%+3913F-HRTimeline
Financial Advisors, LLC1,090$359K0.07%013F-HRTimeline
Silver Coast Investments LLC1,089$359K0.14%+4013F-HRTimeline
Asset Planning,Inc1,087$359K0.28%+213F-HRTimeline
Chesley Taft & Associates LLC1,087$358K0.02%-21913F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,086$358K0.2%+35413F-HRTimeline
Clarity Wealth Advisors, LLC1,083$357K0.1%new13F-HRTimeline
Drake & Associates, LLC1,082$357K0.1%+17613F-HRTimeline
Optas, LLC1,082$357K0.06%-29013F-HRTimeline
Sterling Investment Counsel, LLC1,081$357K0.12%+45613F-HRTimeline
Monte Financial Group, LLC1,208$356K0.16%-5813F-HRTimeline
Silvant Capital Management LLC1,076$355K0.02%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC1,074$354K0.05%013F-HRTimeline
Invst, LLC1,074$354K0.05%+41113F-HRTimeline
Bristlecone Advisors, LLC1,073$354K0.03%-3313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,070$353K0.07%013F-HRTimelineGroup
Arax Advisory Partners1,067$352K0.02%-6913F-HRTimeline
Elgethun Capital Management1,067$352K0.08%-3013F-HRTimeline
Washington Trust Bank1,067$352K0.04%-1,28213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PETTYJOHN, WOOD & WHITE, INC1,065$351K0.07%-50013F-HRTimeline
BENDER ROBERT & ASSOCIATES1,064$351K0.09%-2013F-HRTimeline
Meridian Wealth Advisors, LLC1,063$351K0.06%+113F-HRTimeline
United Community Bankin group United Community Bank1,062$350K0.13%-6,60913F-HRTimelineGroup
NTV Asset Management LLC1,059$349K0.05%+5413F-HRTimeline
STAR Financial Bank1,058$349K0.26%-11113F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,057$349K0.14%+1013F-HRTimeline
MILLER WEALTH ADVISORS, LLC1,056$348K0.19%+5613F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,055$348K0.18%+8413F-HRTimeline
Antonelli Financial Advisors, LLC1,053$347K0.28%013F-HRTimeline
Northside Capital Management, LLC1,053$347K0.06%013F-HRTimeline
Onyx Financial Advisors, LLC1,051$347K0.18%+413F-HRTimeline
FIRST COMMUNITY TRUST NA1,050$346K0.3%-30013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…1,048$346K0.14%-1513F-HRTimeline
Financial Perspectives, Inc1,048$346K0.12%013F-HRTimeline