CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers: 3,102
13F filers: 3,151
New: 266
Added: 1,149
Reduced: 1,200
Sold out: 121
Shares held by filers: 333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
THOMAS STORY & SON LLC	1,350	$644K	0.24%	0	13F-HR Timeline
Versant Capital Management, Inc	1,349	$644K	0.09%	+276	13F-HR Timeline
Baron Wealth Management LLC	1,346	$642K	0.21%	+49	13F-HR Timeline
LAZARI CAPITAL MANAGEMENT, INC.	1,343	$641K	0.22%	-134	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	1,342	$640K	0.22%	+1	13F-HR Timeline
VeraBank, N.A.	1,336	$637K	0.12%	0	13F-HR Timeline
Acorns Advisers, LLC	1,334	$637K	0.01%	+139	13F-HR Timeline
Accel Wealth Management	1,333	$636K	0.18%	+2	13F-HR Timeline
McMill Wealth Management	1,331	$635K	0.18%	0	13F-HR Timeline
Wealth Management Associates, Inc.	1,324	$632K	0.22%	-16	13F-HR Timeline
Clarion Wealth Managment Partners, LLC	1,322	$631K	0.62%	+44	13F-HR Timeline
Finivi Inc.	1,321	$630K	0.4%	+19	13F-HR Timeline
National Wealth Management Group, LLC	1,321	$630K	0.24%	new	13F-HR Timeline
CacheTech Inc.	1,320	$630K	0.13%	+444	13F-HR Timeline
Towne Trust Company, N.A	1,317	$628K	0.2%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	1,316	$628K	0.09%	+2	13F-HR Timeline Group
MINDSET WEALTH MANAGEMENT, LLC	1,314	$627K	0.17%	+110	13F-HR Timeline
Petix & Botte Co	1,312	$626K	0.14%	0	13F-HR Timeline
Archer Investment Corp	1,305	$623K	0.14%	-1,008	13F-HR Timeline
MCF Advisors LLC	1,303	$622K	0.04%	+16	13F-HR Timeline
Hardin Capital Partners, LLC	1,302	$621K	0.33%	-100	13F-HR Timeline
ICICI Prudential Asset Management Co Ltd	1,300	$620K	0.07%	0	13F-HR Timeline
DAVIDSON INVESTMENT ADVISORS	1,299	$620K	0.03%	0	13F-HR Timeline
Sunflower Bank, N.A.	1,299	$620K	0.15%	+31	13F-HR Timeline
S.A. Mason LLC	1,294	$618K	0.27%	+50	13F-HR Timeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y	1,288	$615K	0.55%	-30	13F-HR Timeline Group
Westshore Wealth, LLC	1,288	$614K	0.21%	-28	13F-HR Timeline
Rise Advisors, LLC	1,288	$614K	0.22%	+7	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	1,284	$613K	0.01%	+28	13F-HR Timeline Group
Bangor Savings Bank	1,282	$612K	0.05%	0	13F-HR Timeline
David J Yvars Group	1,278	$610K	0.33%	0	13F-HR Timeline
Reyes Financial Architecture, Inc.	1,278	$610K	0.41%	-275	13F-HR Timeline
FORBES J M & CO LLP	1,277	$609K	0.05%	0	13F-HR Timeline
FSA Advisors, Inc.	1,271	$607K	0.48%	-9	13F-HR Timeline
VestGen Investment Management	1,271	$606K	0.36%	+185	13F-HR Timeline
Alpha Family Trustin group Alpha Family Trust	1,270	$606K	0.28%	0	13F-HR Timeline Group
Meridian Financial Partners LLC	1,204	$605K	0.25%	+10	13F-HR Timeline
Neo Ivy Capital Management	1,266	$604K	0.15%	new	13F-HR Timeline
Sandy Cove Advisors, LLC	1,264	$603K	0.19%	+32	13F-HR Timeline
DAVIDSON TRUST CO	1,262	$602K	0.25%	0	13F-HR Timeline
ICW Investment Advisors LLC	1,260	$601K	0.22%	+1	13F-HR Timeline
Northwest Bancshares, Inc.	1,260	$601K	0.1%	0	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	1,260	$601K	0.01%	new	13F-HR Timeline
Bridgewealth Advisory Group, LLC	1,259	$601K	0.14%	+2	13F-HR Timeline
SENTRY INVESTMENT MANAGEMENT LLC	1,195	$600K	0.4%	-324	13F-HR Timeline
VISTA INVESTMENT PARTNERS LLC	1,256	$600K	0.17%	+18	13F-HR Timeline
First Nebraska Trust Co	1,256	$599K	0.05%	+50	13F-HR Timeline
Destination Wealth Management	1,254	$598K	0.02%	-13	13F-HR Timeline
MARTINGALE ASSET MANAGEMENT L P	1,254	$598K	0.02%	-1,843	13F-HR Timeline
Braun-Bostich & Associates Inc.	1,254	$598K	0.38%	-71	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	1,250	$596K	0.21%	-433	13F-HR Timeline
Evanson Asset Management, LLC	1,250	$596K	0.03%	0	13F-HR Timeline
Intellus Advisors LLC	1,249	$596K	0.08%	-71	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,250	$595K	0.31%	0	13F-HR Timeline
Greenline Partners, LLC	1,242	$593K	0.07%	0	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	1,240	$592K	0.22%	new	13F-HR Timeline
Convergence Financial, LLC	1,239	$591K	0.09%	-73	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	1,237	$590K	0.14%	0	13F-HR Timeline
Warwick Investment Management, Inc.	1,235	$589K	0.1%	+81	13F-HR Timeline
SMITH SHELLNUT WILSON LLC /ADV	1,234	$589K	0.23%	+18	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	1,233	$589K	0.07%	0	13F-HR Timeline
Asset Planning,Inc	1,233	$588K	0.43%	+3	13F-HR Timeline
WestHill Financial Advisors, Inc.	1,232	$588K	0.12%	0	13F-HR Timeline
Joule Financial, LLC	1,230	$587K	0.18%	+193	13F-HR Timeline
J. Team Financial, Inc.	1,225	$584K	0.59%		13F-HR Timeline
Curbstone Financial Management Corp	1,222	$583K	0.11%	-90	13F-HR Timeline
SCHULHOFF & CO INC	1,221	$583K	0.25%	-84	13F-HR Timeline
Rakuten Group, Inc.group of 2 filers holding	12,181	$582K		+12,058	Timeline Rakuten Investment Management, In…: 12,109 (<0.01%) 13F-HR Rakuten Securities, Inc.: 72 (0.01%) 13F-HR
American Money Management, LLC	1,220	$582K	0.1%	+47	13F-HR Timeline
CHICAGO TRUST Co NA	1,219	$582K	0.08%	-437	13F-HR Timeline
TBH Global Asset Management, LLC	1,216	$580K	0.11%	-45	13F-HR Timeline
JT Stratford LLC	1,213	$579K	0.08%	-114	13F-HR Timeline
Gilman Hill Asset Management, LLC	1,210	$577K	0.09%	+11	13F-HR Timeline
Monte Financial Group, LLC	1,208	$577K	0.21%	0	13F-HR Timeline
Philip James Wealth Mangement, LLC	1,207	$576K	0.07%	-34	13F-HR Timeline
CJM Wealth Advisers, Ltd.	1,203	$574K	0.18%	+1	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	1,200	$573K	0.03%	0	13F-HR Timeline
Merrion Investment Management Co, LLC	1,200	$573K	0.33%	+200	13F-HR Timeline
China Universal Asset Management Co., L…	1,200	$573K	0.05%	new	13F-HR Timeline
Integrated Investment Consultants, LLC	1,199	$572K	0.1%	0	13F-HR Timeline
Northstar Financial Companies, Inc.	1,198	$571K	0.53%	+2	13F-HR Timeline
Core Alternative Capital	1,195	$570K	0.17%	-40	13F-HR Timeline
Ransom Advisory, Ltd	1,195	$570K	0.26%	-50	13F-HR/A Timeline
Silver Grove Financial Group, Inc.	1,194	$570K	0.54%		13F-HR Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.	1,194	$570K	0.19%	+1	13F-HR Timeline
Centric Wealth Management	987	$570K	0.13%	+30	13F-HR Timeline
WATERS PARKERSON & CO., LLC	1,193	$569K	0.03%	-55	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,193	$569K	0.21%	+26	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	1,193	$569K	0.37%	+5	13F-HR Timeline
BROGAN FINANCIAL, INC.	1,191	$568K	0.24%	+33	13F-HR Timeline
Longview Financial Advisors LLC	1,190	$568K	0.33%	0	13F-HR Timeline
Birchcreek Wealth Management, LLC	1,189	$567K	0.29%	-125	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	1,184	$565K	0.27%	0	13F-HR Timeline
Trust Co of Kansas	1,185	$565K	0.27%	0	13F-HR Timeline
Crews Bank & Trust	1,184	$565K	0.08%	+8	13F-HR Timeline
Tennessee Valley Asset Management Partn…	1,182	$564K	0.08%	new	13F-HR Timeline
Archford Capital Strategies, LLC	1,182	$564K	0.07%	+12	13F-HR Timeline
Meredith Wealth Planning	1,180	$563K	0.18%	0	13F-HR Timeline
FAIRFIELD, BUSH & CO.	1,180	$563K	0.29%	-20	13F-HR Timeline
Centiva Capital, LP	1,180	$563K	0.05%	new	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	1,179	$563K	0.13%	0	13F-HR Timeline
BlueStem Wealth Partners, LLC	1,177	$562K	0.06%	+35	13F-HR Timeline
Garden State Investment Advisory Servic…	1,174	$561K	0.14%	-114	13F-HR Timeline
Miller Financial Services LLC	1,174	$560K	0.65%	-35	13F-HR Timeline
Five Oceans Advisors	1,173	$560K	0.21%	-27	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	1,170	$558K	0.28%	+3	13F-HR Timeline
AUA CAPITAL MANAGEMENT, LLC	1,170	$558K	0.31%	0	13F-HR Timeline
Meadowbrook Wealth Management, LLC	1,170	$558K	0.58%		13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,169	$558K	0.04%	+48	13F-HR Timeline
Sonoma Allocations LLC	1,030	$557K	0.2%		13F-HR Timeline
Coastwise Capital Group, LLC	1,168	$557K	0.39%	+21	13F-HR Timeline
Enterprise Financial Services Corpin group Enterprise Financial Services…	1,163	$555K	0.29%	-192	13F-HR Timeline Group
BAKER TILLY WEALTH MANAGEMENT, LLC	1,159	$553K	0.12%	-224	13F-HR Timeline
United Community Bankin group United Community Bank	1,156	$552K	0.17%	+233	13F-HR Timeline Group
Legacy Financial Group LLC	1,155	$551K	0.07%	+1	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	1,155	$551K	0.32%	+149	13F-HR Timeline
American State Bank (Iowa)	1,154	$551K	0.28%	+10	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	1,153	$550K	0.09%	+88	13F-HR Timeline
Family Capital Management, Inc.	1,152	$550K	0.26%	+144	13F-HR Timeline
NTV Asset Management LLC	1,151	$549K	0.06%	+91	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	1,151	$549K	0.26%	0	13F-HR Timeline
Koss-Olinger Consulting, LLC	1,413	$549K	0.05%	-56	13F-HR Timeline
Alan B Lancz & Associates, Inc.	1,150	$549K	0.5%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	1,101	$548K	0.03%	+231	13F-HR Timeline
Financial Perspectives, Inc	1,148	$548K	0.15%	+100	13F-HR Timeline
Sunbeam Capital Management, LLC	1,146	$547K	0.34%	0	13F-HR Timeline
SEVEN MILE ADVISORY	1,144	$546K	0.09%	+624	13F-HR Timeline
KORNITZER CAPITAL MANAGEMENT INC /KS	1,142	$545K	0.01%	-86	13F-HR Timeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.	1,141	$544K	0.02%	+838	13F-HR Timeline Group
Morey & Quinn Wealth Partners, LLC	1,141	$544K	0.4%	-25	13F-HR Timeline
VISTA INVESTMENT PARTNERS II, LLC	1,139	$543K	0.25%	-30	13F-HR Timeline
Quadcap Wealth Management, LLC	1,136	$542K	0.06%	+2	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	1,130	$539K	0.13%	+179	13F-HR Timeline Group
Bay Capital Advisors, LLC	1,128	$538K	0.35%	0	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	1,128	$538K	0.08%	-82	13F-HR Timeline
Severin Investments, LLC	1,128	$538K	0.48%	+230	13F-HR Timeline
Chico Wealth RIA	1,127	$538K	0.37%	+201	13F-HR Timeline
Gradient Capital Advisors, LLC	1,125	$537K	0.14%	-8	13F-HR Timeline
RATIONAL ADVISORS, INC.	1,122	$535K	0.05%	-1,111	13F-HR Timeline
WealthShield Partners, LLC	1,122	$535K	0.06%	+18	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	1,121	$535K	0.15%	+52	13F-HR Timeline
Annex Advisory Services, LLC	1,121	$535K	0.01%	-21	13F-HR Timeline
Maxele Advisors, LLC	1,120	$535K	0.46%	-14	13F-HR Timeline
Compass Financial Group, INC/SD	1,120	$535K	0.08%	-21	13F-HR Timeline
SPRING CAPITAL MANAGEMENT, LLC	1,120	$534K	0.26%	0	13F-HR Timeline
GeoWealth Management, LLC	1,119	$534K	0.02%	+177	13F-HR Timeline
Laurel Wealth Advisors LLC	1,117	$533K	0.07%	0	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	1,114	$532K	0.08%	-799	13F-HR Timeline
CoreFirst Bank & Trust	1,111	$530K	0.29%	-20	13F-HR Timeline
Keeler Thomas Management LLC	1,111	$530K	0.22%	-54	13F-HR Timeline
MJP ASSOCIATES INC /ADV	1,109	$529K	0.07%	+138	13F-HR Timeline
Firestone Capital Management	1,107	$528K	0.11%	-300	13F-HR Timeline
Full Sail Capital, LLC	1,106	$528K	0.03%	+6	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	1,103	$526K	0.04%	+11	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	1,101	$525K	0.13%	-247	13F-HR Timeline
SkyOak Wealth, LLC	1,101	$525K	0.1%	0	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	1,100	$525K	0.1%	+5	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	1,100	$525K	0.04%	0	13F-HR Timeline Group
Royal Capital Wealth Management, LLC	1,100	$525K	0.32%	0	13F-HR Timeline
Intrua Financial, LLC	1,096	$523K	0.06%	-166	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	1,095	$523K	0.05%	+29	13F-HR Timeline
360 Financial, Inc.	1,095	$522K	0.17%	+150	13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,092	$521K	0.17%	+91	13F-HR Timeline
ADE, LLC	1,090	$520K	0.26%	new	13F-HR Timeline
Financial Advisors, LLC	1,090	$520K	0.09%	0	13F-HR Timeline
Tower Wealth Partners, Inc.	1,090	$520K	0.29%	-113	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	1,084	$517K	0.34%	-27	13F-HR Timeline
Phillips Wealth Planners LLC	1,044	$517K	0.43%	+16	13F-HR Timeline
Fragasso Financial Advisors Inc	1,036	$516K	0.03%	+47	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	1,079	$515K	0.05%	+237	13F-HR Timeline
Chesley Taft & Associates LLC	1,077	$514K	0.02%	-10	13F-HR Timeline
Silvant Capital Management LLC	1,076	$513K	0.02%	0	13F-HR/A Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	1,074	$512K	0.06%	0	13F-HR Timeline
DeDora Capital, Inc.	1,072	$511K	0.12%	0	13F-HR Timeline
Aspire Growth Partners LLC	1,072	$511K	0.37%	-3	13F-HR Timeline
Wealth Dimensions Group, Ltd.	1,071	$511K	0.11%	-9	13F-HR Timeline
Ramsay, Stattman, Vela & Price, Inc.	1,070	$511K	0.09%	-230	13F-HR Timeline
Consilium Wealth Advisory, LLC	1,068	$510K	0.2%	-13	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	1,067	$509K	0.13%	+118	13F-HR Timeline
Canvas Wealth Advisors, LLC	1,020	$508K	0.09%	-32	13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	1,064	$508K	0.33%	0	13F-HR Timeline
Eaton Financial Holdings Company, LLC	1,063	$507K	0.14%	-11	13F-HR Timeline
Formidable Asset Management, LLC	1,302	$506K	0.08%	-30	13F-HR Timeline
Onyx Financial Advisors, LLC	1,059	$505K	0.22%	+4	13F-HR Timeline
Warther Private Wealth, LLC	1,057	$504K	0.12%	-209	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,057	$504K	0.4%	0	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,056	$504K	0.06%	+12	13F-HR Timeline Group
MILLER WEALTH ADVISORS, LLC	1,056	$504K	0.2%	0	13F-HR Timeline
Balboa Wealth Partners	1,055	$503K	0.09%	-30	13F-HR Timeline
Antonelli Financial Advisors, LLC	1,053	$503K	0.34%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	1,053	$503K	0.09%	+69	13F-HR Timeline
Clarity Wealth Advisors, LLC	1,052	$502K	0.11%	-26	13F-HR Timeline
AdvisorShares Investments LLC	1,050	$501K	0.08%	new	13F-HR Timeline
Rockline Wealth Management, LLC	1,049	$501K	0.1%	0	13F-HR Timeline
LJI Wealth Management, LLC	1,049	$501K	0.09%	-76	13F-HR Timeline
Verum Partners LLC	1,048	$500K	0.11%	-11	13F-HR Timeline
Town & Country Bank & Trust CO dba Firs…	1,048	$500K	0.17%	0	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	1,045	$499K	0.28%	+40	13F-HR/A Timeline
Lynx Investment Advisory	1,044	$498K	0.3%	+10	13F-HR Timeline
Register Financial Advisors LLC	1,042	$497K	0.2%	+4	13F-HR Timeline