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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Planning Center, Inc.1,367$531K0.06%+4413F-HRTimeline
Buck Wealth Strategies, LLC1,364$530K0.08%-1,73313F-HRTimeline
Traveka Wealth, LLC1,363$529K0.28%+14813F-HRTimeline
Basepoint Wealth LLC1,359$527K0.41%-113F-HRTimeline
Sendero Wealth Management, LLC1,357$527K0.07%+613F-HR/ATimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,355$526K0.28%-2213F-HRTimelineGroup
THOMAS STORY & SON LLC1,350$524K0.2%013F-HRTimeline
First Pacific Financial1,349$524K0.08%+4113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,348$523K0.13%new13F-HRTimeline
Waterloo Capital, L.P.1,348$523K0.04%+30113F-HRTimeline
Coyle Financial Counsel LLC1,347$523K0.14%-213F-HRTimeline
Signal Advisors Wealth, LLC1,344$522K0.04%-2,90513F-HRTimeline
UNITED BANK1,342$521K0.06%-25813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,341$521K0.19%+1113F-HRTimeline
Wealth Management Associates, Inc.1,340$520K0.2%+5313F-HRTimeline
SJS Investment Consulting Inc.1,339$520K0.08%-1513F-HRTimeline
VeraBank, N.A.1,336$519K0.1%013F-HRTimeline
Rockingstone Advisors LLC1,336$519K0.27%013F-HRTimeline
McMill Wealth Management1,331$517K0.17%+213F-HRTimeline
Accel Wealth Management1,331$517K0.17%+19113F-HRTimeline
JT Stratford LLC1,327$515K0.08%+14013F-HRTimeline
Braun-Bostich & Associates Inc.1,325$514K0.35%+6213F-HRTimeline
Intellus Advisors LLC1,320$513K0.08%+7313F-HRTimeline
Next Level Private LLC1,320$512K0.17%013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y1,318$512K0.5%+20013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,318$512K0.02%+11113F-HRTimeline
Towne Trust Company, N.A1,317$511K0.18%+10013F-HR/ATimeline
Interchange Capital Partners, LLC1,316$511K0.12%-3813F-HR/ATimeline
Westshore Wealth, LLC1,316$511K0.2%+113F-HRTimeline
Birchcreek Wealth Management, LLC1,314$510K0.29%-513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,314$510K0.08%+67013F-HRTimelineGroup
Convergence Financial, LLC1,312$509K0.09%+40913F-HRTimeline
Curbstone Financial Management Corp1,312$509K0.1%-49013F-HRTimeline
Petix & Botte Co1,312$509K0.12%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,308$508K0.23%013F-HRTimeline
SCHULHOFF & CO INC1,305$507K0.22%013F-HRTimeline
GM Advisory Group, LLC1,304$506K0.03%new13F-HRTimeline
Friday Financial1,303$506K0.26%new13F-HRTimeline
Finivi Inc.1,302$505K0.34%+1913F-HRTimeline
CYBER HORNET ETFs LLC1,302$505K0.36%-1813F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,300$505K0.09%-913F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,300$505K0.01%-40013F-HRTimelineGroup
ICICI Prudential Asset Management Co Ltd1,300$505K0.06%new13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,299$504K0.02%+10213F-HRTimeline
Leo Wealth, LLC1,299$504K0.04%new13F-HRTimeline
Daner Wealth Management, LLC1,221$504K0.35%13F-HRTimeline
Baron Wealth Management LLC1,297$504K0.18%-2213F-HRTimeline
Verity Asset Management, Inc.1,295$503K0.24%-88713F-HRTimeline
Haven Private, LLC1,295$503K0.22%new13F-HRTimeline
RMR Wealth Builders1,292$502K0.05%-23713F-HRTimeline
Garden State Investment Advisory Servic…1,288$501K0.14%+4413F-HRTimeline
Beacon Capital Management, LLC1,291$501K0.07%-22513F-HRTimeline
Elser Financial Planning, Inc1,291$501K0.63%-3513F-HR/ATimeline
MCF Advisors LLC1,287$500K0.03%-213F-HRTimeline
Bangor Savings Bank1,282$498K0.04%+3513F-HRTimeline
Rise Advisors, LLC1,281$497K0.2%-5313F-HRTimeline
FSA Advisors, Inc.1,280$497K0.4%-31013F-HRTimeline
Oliver Luxxe Assets LLC1,280$497K0.09%-3013F-HRTimeline
Clarion Wealth Managment Partners, LLC1,278$496K0.54%13F-HRTimeline
David J Yvars Group1,278$496K0.29%new13F-HRTimeline
FORBES J M & CO LLP1,277$496K0.05%-31413F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,270$493K0.24%013F-HRTimelineGroup
Sunflower Bank, N.A.1,268$492K0.12%-8713F-HRTimeline
Destination Wealth Management1,267$492K0.01%+7313F-HRTimeline
Warther Private Wealth, LLC1,266$492K0.13%-37713F-HRTimeline
DAVIDSON TRUST CO1,262$490K0.23%-10213F-HRTimeline
Intrua Financial, LLC1,262$490K0.07%+45713F-HRTimeline
TBH Global Asset Management, LLC1,261$490K0.1%-27813F-HRTimeline
Northwest Bancshares, Inc.1,260$489K0.09%013F-HRTimeline
ICW Investment Advisors LLC1,259$489K0.19%+8413F-HRTimeline
White Knight Strategic Wealth Advisors,…1,258$488K0.42%+6813F-HRTimeline
Bridgewealth Advisory Group, LLC1,257$488K0.12%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,256$488K0.01%-3813F-HR/ATimelineGroup
Evanson Asset Management, LLC1,250$485K0.03%013F-HRTimeline
WATERS PARKERSON & CO., LLC1,248$484K0.02%-5013F-HRTimeline
LFA - Lugano Financial Advisors SA1,250$483K0.29%013F-HRTimeline
Ransom Advisory, Ltd1,245$483K0.23%-5013F-HRTimeline
S.A. Mason LLC1,244$483K0.23%+613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,242$482K0.03%-2213F-HRTimeline
Greenline Partners, LLC1,242$482K0.06%013F-HRTimeline
Philip James Wealth Mangement, LLC1,241$482K0.06%+113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,238$481K0.14%-10,83313F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,237$480K0.13%013F-HRTimeline
Clear Creek Financial Management, LLC1,236$480K0.05%-3313F-HRTimeline
Core Alternative Capital1,235$479K0.13%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,233$478K0.06%+113F-HRTimeline
WestHill Financial Advisors, Inc.1,232$478K0.1%013F-HRTimeline
Sandy Cove Advisors, LLC1,232$478K0.17%-8913F-HRTimeline
Asset Planning,Inc1,230$478K0.36%+14313F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,228$477K0.01%-2213F-HRTimeline
GRIES FINANCIAL LLC1,217$472K0.09%+1813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,216$472K0.06%+2913F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,216$472K0.2%-35413F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,210$470K0.08%-913F-HRTimeline
Miller Financial Services LLC1,209$470K0.6%-713F-HRTimeline
Monte Financial Group, LLC1,208$469K0.18%013F-HRTimeline
First Nebraska Trust Co1,206$468K0.04%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,204$467K0.15%+213F-HRTimeline
Tower Wealth Partners, Inc.1,203$467K0.28%+8413F-HRTimeline
CJM Wealth Advisers, Ltd.1,202$467K0.16%+113F-HRTimeline
FAIRFIELD, BUSH & CO.1,200$466K0.26%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,200$466K0.03%013F-HRTimeline
Five Oceans Advisors1,200$466K0.2%+213F-HRTimeline
M1 Capital Management LLC1,200$466K0.23%-16113F-HRTimeline
Integrated Investment Consultants, LLC1,199$465K0.09%-513F-HRTimeline
Gilman Hill Asset Management, LLC1,199$465K0.08%013F-HRTimeline
Northstar Financial Companies, Inc.1,196$464K0.48%-4313F-HRTimeline
Acorns Advisers, LLC1,195$464K<0.01%+18613F-HRTimeline
Meridian Financial Partners LLC1,194$464K0.22%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,193$463K0.17%+2513F-HRTimeline
Kaizen Financial Strategies1,191$462K0.23%-24513F-HRTimeline
Longview Financial Advisors LLC1,190$462K0.29%013F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding1,189$462K-809Timeline
Fingerlakes Wealth Management, Inc.1,188$461K0.34%+413F-HRTimeline
Trust Co of Kansas1,185$460K0.22%013F-HRTimeline
Armstrong, Fleming & Moore, Inc1,184$460K0.25%new13F-HRTimeline
E Fund Management Co., Ltd.1,183$459K0.02%-5,02713F-HRTimeline
Meredith Wealth Planning1,180$458K0.17%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,179$458K0.11%013F-HRTimeline
FSM Wealth Advisors, LLC1,169$458K0.07%+30313F-HRTimeline
Crews Bank & Trust1,176$457K0.07%+16213F-HRTimeline
Optas, LLC1,174$456K0.09%+9213F-HRTimeline
American Money Management, LLC1,173$455K0.08%-6413F-HRTimeline
Canvas Wealth Advisors, LLC1,052$455K0.09%+12413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,172$455K0.74%-20113F-HRTimeline
Ergawealth Advisors, Inc.1,171$455K0.2%new13F-HRTimeline
Archford Capital Strategies, LLC1,170$454K0.06%+3313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC1,170$454K0.27%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,169$454K0.22%-6,45313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,167$453K0.21%+8113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,167$453K0.25%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,166$453K0.36%+6513F-HRTimeline
Keeler Thomas Management LLC1,165$452K0.19%-7,15813F-HRTimeline
BROGAN FINANCIAL, INC.1,158$450K0.2%-19913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,157$449K0.2%-513F-HRTimelineGroup
Legacy Financial Group LLC1,154$448K0.06%-2913F-HRTimeline
Warwick Investment Management, Inc.1,154$448K0.09%-1313F-HRTimeline
NorthStar Asset Management LLC /NJ/1,151$447K0.24%+18013F-HRTimeline
Alan B Lancz & Associates, Inc.1,150$446K0.45%013F-HRTimeline
Coastwise Capital Group, LLC1,147$445K0.35%-9613F-HRTimeline
Sunbeam Capital Management, LLC1,146$445K0.34%new13F-HRTimeline
American State Bank (Iowa)1,144$444K0.25%+19713F-HRTimeline
Foster Group, Inc.1,142$443K0.02%-17613F-HRTimeline
BlueStem Wealth Partners, LLC1,142$443K0.05%-1013F-HRTimeline
Annex Advisory Services, LLC1,142$443K0.01%-16713F-HRTimeline
Compass Financial Group, INC/SD1,141$443K0.07%+313F-HRTimeline
Summit X, LLC1,131$441K0.08%+10613F-HRTimeline
Maxele Advisors, LLC1,134$440K0.38%013F-HRTimeline
Quadcap Wealth Management, LLC1,134$440K0.06%013F-HRTimeline
Gradient Capital Advisors, LLC1,133$440K0.13%-13013F-HRTimeline
Formidable Asset Management, LLC1,332$439K0.07%013F-HRTimeline
CoreFirst Bank & Trust1,131$439K0.25%-10513F-HRTimeline
First Western Trust Bank1,128$438K0.02%013F-HRTimeline
Bay Capital Advisors, LLC1,128$438K0.33%-313F-HRTimeline
LJI Wealth Management, LLC1,125$437K0.08%-1513F-HRTimeline
Strategic Wealth Partners, Ltd.1,121$435K0.03%13F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,120$435K0.23%013F-HRTimeline
Laurel Wealth Advisors LLC1,117$434K0.06%-6513F-HR/ATimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,111$431K0.31%-613F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC1,109$431K0.09%new13F-HRTimelineGroup
Spectrum Planning & Advisory Services I…1,106$429K0.28%new13F-HRTimeline
Tandem Wealth Advisors LLC1,105$429K0.21%+23613F-HRTimeline
WealthShield Partners, LLC1,104$429K0.05%-6613F-HRTimeline
WealthPLAN Partners, LLC1,102$428K0.07%-213F-HRTimeline
VSM Wealth Advisory, LLC1,102$428K0.14%-30013F-HRTimeline
SkyOak Wealth, LLC1,101$427K0.09%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,100$427K0.03%013F-HRTimelineGroup
Full Sail Capital, LLC1,100$427K0.02%-513F-HRTimeline
Royal Capital Wealth Management, LLC1,100$427K0.28%013F-HRTimeline
MRP Capital Investments, LLC1,100$427K0.29%-32513F-HRTimeline
STAR Financial Bank1,099$427K0.27%+4113F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,095$425K0.09%+7513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,092$424K0.04%-2813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,092$424K0.01%-613F-HRTimelineGroup
Financial Advisors, LLC1,090$423K0.08%013F-HRTimeline
AGP FRANKLIN, LLC1,090$423K0.22%new13F-HRTimeline
Richmond Investment Services, LLC1,089$423K0.09%new13F-HRTimeline
Chesley Taft & Associates LLC1,087$422K0.02%013F-HRTimeline
VestGen Investment Management1,086$422K0.3%-10113F-HRTimeline
Balboa Wealth Partners1,085$421K0.08%-34913F-HRTimeline
Central Pacific Bank - Trust Division1,084$421K0.05%-9513F-HRTimeline
Consilium Wealth Advisory, LLC1,081$420K0.18%-1913F-HRTimeline
Wealth Dimensions Group, Ltd.1,080$419K0.09%+8613F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,079$419K0.05%+29713F-HRTimeline
Clarity Wealth Advisors, LLC1,078$419K0.1%-513F-HRTimeline
Silvant Capital Management LLC1,076$418K0.02%013F-HRTimeline
Aspire Growth Partners LLC1,075$417K0.34%+413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC1,074$417K0.05%013F-HRTimeline
Eaton Financial Holdings Company, LLC1,074$417K0.13%new13F-HRTimeline
Versant Capital Management, Inc1,073$417K0.06%-38213F-HRTimeline
DeDora Capital, Inc.1,072$416K0.11%+8113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,069$415K0.12%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,066$414K0.04%+5313F-HRTimeline
Ring Mountain Capital, LLC1,000$414K0.25%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,065$413K0.07%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,064$413K0.29%+20013F-HRTimeline
Meridian Wealth Advisors, LLC1,063$413K0.07%013F-HRTimeline
SYM FINANCIAL Corp1,062$412K0.05%+5913F-HRTimeline
NTV Asset Management LLC1,060$411K0.05%+113F-HRTimeline
Verum Partners LLC1,059$411K0.09%+2613F-HRTimeline