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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Regent Peak Wealth Advisors LLC1,597$915K0.18%+3913F-HRTimeline
Hilton Head Capital Partners, LLC1,595$914K0.53%13F-HRTimeline
McGowan Group Asset Management, Inc.1,593$913K0.11%+113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,586$909K0.13%+27013F-HRTimelineGroup
Cauble & Harre Wealth Management, Inc.1,582$906K0.76%13F-HRTimeline
SFMG, LLC1,580$905K0.06%+5213F-HRTimeline
Grey Ledge Advisors, LLC1,580$905K0.2%-53013F-HRTimeline
Tulsa Wealth Advisors, INC1,580$905K0.3%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,579$904K0.41%-2213F-HRTimeline
PSI Advisors, LLC1,578$904K0.23%-12013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,578$903K0.13%-513F-HRTimeline
Harbour Trust & Investment Management Co1,574$902K0.09%-4513F-HRTimeline
Tripletail Wealth Management, LLC1,574$902K1.14%-1813F-HRTimeline
Transcendent Capital Group LLC1,573$901K0.41%-3113F-HRTimeline
St. Louis Trust Co1,573$901K0.1%+90513F-HRTimeline
Sendero Wealth Management, LLC1,566$897K0.1%+20913F-HRTimeline
SeaBridge Investment Advisors LLC1,565$897K0.15%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,561$894K0.12%+49613F-HRTimeline
KG Capital Management1,621$893K0.23%-1113F-HRTimeline
WOODSTOCK CORP1,557$892K0.08%-6013F-HRTimeline
MRA Advisory Group1,556$891K0.37%+17313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,555$891K0.16%-7013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,553$890K0.37%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,551$889K0.28%-6613F-HRTimeline
Trinity Financial Advisors LLC1,550$888K0.25%-15013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,548$887K0.28%-4113F-HRTimeline
AMERIFLEX GROUP, INC.1,544$885K0.46%-81813F-HRTimeline
Sunpointe, LLC1,543$884K0.29%+513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,541$883K0.05%013F-HRTimelineGroup
SAM Advisors, LLC1,540$882K0.28%013F-HRTimeline
Strategic Equity Management1,539$882K0.3%+313F-HRTimeline
DRW Securities, LLC1,538$881K0.07%-1,80913F-HRTimeline
Linscomb Wealth, Inc.1,533$878K0.04%-3113F-HRTimeline
Juno Financial Group LLC1,532$877K0.35%13F-HRTimeline
Accel Wealth Management1,526$874K0.24%+19313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,526$874K0.15%-7113F-HRTimeline
UNION SAVINGS BANK1,511$866K0.37%13F-HRTimeline
Leo Wealth, LLC1,504$861K0.06%new13F-HRTimeline
RBO & CO LLC1,500$859K0.14%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,500$859K0.04%013F-HRTimeline
Meadow Creek Wealth Advisors LLC1,494$856K0.55%-913F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC1,489$853K0.48%+4513F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y1,488$852K0.77%+20013F-HRTimelineGroup
WATERS PARKERSON & CO., LLC1,488$852K0.04%+29513F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,488$852K0.28%+29513F-HRTimeline
Family Capital Management, Inc.1,487$852K0.38%+33513F-HRTimeline
Abel Hall, LLC1,484$850K0.2%+84913F-HRTimeline
Sonoma Allocations LLC1,250$850K0.28%+22013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,483$850K0.07%+38813F-HRTimeline
Trust Co1,482$849K0.08%+1,08213F-HRTimeline
Keystone Wealth Services, LLC1,481$848K0.18%+513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,477$846K0.11%+5013F-HRTimeline
Cromwell Holdings LLC1,476$846K0.46%013F-HRTimeline
Bravera Wealth1,476$846K0.42%13F-HRTimeline
WEST PACES ADVISORS INC.1,471$843K0.16%+5413F-HRTimeline
TBH Global Asset Management, LLC1,470$842K0.14%+25413F-HRTimeline
Precision Wealth Strategies, LLC1,469$842K0.27%-5113F-HRTimeline
Athena Investment Management1,466$840K0.43%-2313F-HRTimeline
Range Financial Group LLC1,466$840K0.29%+1213F-HRTimeline
Hara Capital LLC1,465$839K0.47%013F-HRTimeline
Aigen Investment Management, LP1,459$836K0.19%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL1,457$835K0.24%+313F-HRTimeline
Mirador Capital Partners LP1,456$834K0.11%013F-HRTimeline
Legacy Financial Group LLC1,206$834K0.1%+5113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,452$832K0.16%+70313F-HRTimeline
Acorns Advisers, LLC1,452$832K0.01%+11813F-HRTimeline
Sanchez Wealth Management Group1,447$829K0.18%+313F-HRTimeline
FCA CORP /TX1,445$828K0.23%013F-HRTimeline
Carrera Capital Advisors1,444$827K0.14%+6213F-HRTimeline
J. Team Financial, Inc.1,444$827K0.83%+21913F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,443$827K0.08%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,443$827K0.05%+40913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP1,441$826K0.07%-1,37313F-HRTimeline
Colonial River Investments, LLC1,441$826K0.29%+83613F-HRTimeline
SANDLER CAPITAL MANAGEMENT1,438$824K0.37%-4,39713F-HRTimeline
WestHill Financial Advisors, Inc.1,436$823K0.16%+20413F-HRTimeline
QTR Family Wealth, LLC1,108$823K0.36%+11113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,436$822K0.41%+113F-HRTimeline
Charter Oak Capital Management, LLC1,433$821K0.06%+6313F-HRTimeline
Baron Wealth Management LLC1,430$819K0.25%+8413F-HRTimeline
Orange Investment Advisors, Inc.1,429$819K0.09%-1,20013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,429$819K0.03%+13013F-HRTimeline
Quarry LP1,428$818K0.13%+61613F-HRTimeline
Empirical Asset Management, LLC2,664$818K0.23%-613F-HRTimeline
Verity Asset Management, Inc.1,427$817K0.35%-84913F-HRTimeline
Blankinship & Foster, LLC1,426$817K0.18%013F-HRTimeline
Uniting Wealth Partners, LLC1,424$816K0.25%-7413F-HRTimeline
Grant Street Asset Management, Inc.1,423$815K0.16%+2913F-HRTimeline
CYBER HORNET ETFs LLC1,423$815K0.49%+6913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,418$812K0.05%-12213F-HRTimeline
Clark Asset Management, LLC1,418$812K0.08%+2013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,415$811K0.25%+7313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,415$810K0.1%+4413F-HRTimeline
Clearstead Trust, LLC1,414$810K0.13%-8113F-HRTimeline
W1M Asset Management Ltd1,413$809K0.01%new13F-HRTimeline
Income Insurance Ltd1,409$807K0.52%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HORAN Wealth, LLC1,405$805K0.12%+38213F-HRTimeline
Palogic Value Management, L.P.1,404$804K0.35%-413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,389$804K0.02%013F-HR/ATimelineGroup
McCollum Christoferson Group LLC1,400$802K0.23%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,400$802K0.25%013F-HRTimeline
Catalyst Funds Management Pty Ltd1,400$802K0.19%-1,00013F-HRTimeline
apricus wealth, LLC1,394$799K0.41%013F-HRTimeline
Balboa Wealth Partners1,391$797K0.13%+33613F-HRTimeline
FORBES J M & CO LLP1,390$796K0.06%+11313F-HRTimeline
Eurizon SLJ Capital Ltd1,390$796K0.32%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,388$795K0.1%-5413F-HRTimeline
WJ Financial Advisors LLC1,387$795K0.71%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,385$793K0.06%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,385$793K0.17%+31813F-HRTimeline
JB Capital LLC1,384$793K0.03%-413F-HRTimeline
VestGen Investment Management1,382$792K0.44%+11113F-HRTimeline
Next Level Private LLC1,382$792K0.21%-813F-HRTimeline
Xcelsior Advisor Partners LLC1,381$791K0.38%13F-HRTimeline
VeraBank, N.A.1,378$789K0.14%+4213F-HRTimeline
Capital Advisors Wealth Management, LLC1,378$789K0.11%+113F-HRTimeline
Caliber Wealth Management, LLC / KS1,374$787K0.08%+81413F-HRTimeline
Peoples Bank/KS1,373$787K0.79%-22013F-HRTimeline
Tumwater Wealth Management, LLC1,369$785K0.32%013F-HRTimeline
Meridian Financial Partners LLC1,215$784K0.31%+1113F-HRTimeline
Coyle Financial Counsel LLC1,369$784K0.17%+1313F-HRTimeline
Smart Portfolios, LLC1,367$783K0.78%-8013F-HRTimeline
55 North Private Wealth, LLC1,366$783K0.21%13F-HRTimeline
Wagner Wealth Management, Corp1,361$780K0.77%13F-HRTimeline
First Pacific Financial1,358$778K0.1%+413F-HRTimeline
Grant Private Wealth Management Inc1,357$777K0.47%-4813F-HRTimeline
Mengis Capital Management, Inc.1,356$777K0.14%-3013F-HRTimeline
Cane Capital Partners, LLC1,353$775K0.33%13F-HRTimeline
THOMAS STORY & SON LLC1,350$773K0.29%013F-HRTimeline
Center For Asset Management LLC1,349$773K0.4%-15013F-HRTimeline
Wescott Financial Advisory Group, LLC1,348$772K0.07%+47813F-HRTimeline
Vantus Wealth LLC1,346$771K0.57%13F-HRTimeline
Meadowbrook Wealth Management, LLC1,345$771K0.88%+17513F-HRTimeline
Traveka Wealth, LLC1,344$770K0.31%-3513F-HRTimeline
Quadcap Wealth Management, LLC1,342$769K0.09%+20613F-HRTimeline
CacheTech Inc.1,341$768K0.14%+2113F-HRTimeline
MFA Wealth Services1,341$768K0.52%-20713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,340$768K0.13%-2113F-HRTimeline
44 WEALTH MANAGEMENT LLC1,337$766K0.26%-2913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,335$765K0.26%-813F-HR/ATimeline
New England Research & Management, Inc.1,331$762K0.33%new13F-HRTimeline
McMill Wealth Management1,331$762K0.21%013F-HRTimeline
Congress Park Capital LLC1,330$762K0.23%-19013F-HRTimeline
Sunflower Bank, N.A.1,329$761K0.19%+3013F-HRTimeline
USA FINANCIAL FORMULAS1,328$761K0.14%+94113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,327$760K0.01%+4313F-HRTimelineGroup
David J Yvars Group1,327$760K0.41%+4913F-HRTimeline
Rossby Financial, LCC1,325$759K0.24%-2,06713F-HRTimeline
Wealth Management Associates, Inc.1,324$759K0.26%013F-HRTimeline
Register Financial Advisors LLC1,324$758K0.3%+28213F-HRTimeline
Planning Center, Inc.1,323$758K0.08%-4413F-HRTimeline
Petros Family Wealth, LLC1,321$757K0.5%-16013F-HRTimeline
Wellington Grp LLC1,321$757K0.25%13F-HR/ATimeline
Enclave Advisors LLC1,318$755K0.11%+60813F-HRTimeline
Silver Coast Investments LLC1,317$754K0.26%-7713F-HRTimeline
Gibbs Wealth Management1,220$754K0.18%-39813F-HRTimeline
Petix & Botte Co1,312$752K0.17%013F-HRTimeline
Insight Advisors, LLC/ PA1,310$751K0.11%-13913F-HRTimeline
Hardin Capital Partners, LLC1,310$751K0.35%+813F-HRTimeline
Moss Adams Wealth Advisors LLC1,308$749K0.05%+27913F-HRTimeline
MJP ASSOCIATES INC /ADV1,305$747K0.09%+19613F-HRTimeline
Oakmont Investment Advisors, Inc.1,303$747K0.55%13F-HRTimeline
Alchemi Wealth, LLC1,302$746K0.41%13F-HRTimeline
Merrion Investment Management Co, LLC1,300$745K0.4%+10013F-HRTimeline
ICW Investment Advisors LLC1,296$742K0.27%+3613F-HRTimeline
S.A. Mason LLC1,295$742K0.29%+113F-HRTimeline
Finivi Inc.1,292$740K0.43%-2913F-HRTimeline
Tempo Wealth, LLC1,291$740K0.13%13F-HRTimeline
Arista Wealth Management, LLC1,283$735K0.09%+47213F-HRTimeline
Bangor Savings Bank1,281$734K0.06%-113F-HRTimeline
J2 Capital Management Inc1,281$734K0.54%-70513F-HRTimeline
Sandy Cove Advisors, LLC1,279$733K0.22%+1513F-HRTimeline
Elser Financial Planning, Inc1,279$733K0.53%-5113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,278$732K0.03%-10213F-HRTimeline
Bay Capital Advisors, LLC1,274$730K0.45%+14613F-HRTimeline
Clarion Wealth Managment Partners, LLC1,272$729K0.67%-5013F-HRTimeline
Rise Advisors, LLC1,271$728K0.26%-1713F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,270$728K0.33%013F-HRTimelineGroup
Fund Advisors of America Inc/FL1,270$727K0.67%13F-HRTimeline
Marin Bay Wealth Advisors, LLC1,267$726K0.42%13F-HRTimeline
Towne Trust Company, N.A1,267$726K0.23%-5013F-HRTimeline
Basepoint Wealth LLC1,264$724K0.44%-10813F-HRTimeline
Oliver Luxxe Assets LLC1,263$724K0.11%-22313F-HRTimeline
Bridgewealth Advisory Group, LLC1,262$723K0.16%+313F-HRTimeline
TFB Advisors LLC1,261$722K0.2%-9113F-HRTimeline
LEIGH BALDWIN & CO., LLC1,261$722K0.47%+21613F-HRTimeline
First Nebraska Trust Co1,256$720K0.07%013F-HRTimeline
Convergence Financial, LLC1,255$719K0.1%+1613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,250$716K0.25%013F-HRTimeline
Evanson Asset Management, LLC1,250$716K0.04%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,249$715K0.19%-713F-HRTimeline
LFA - Lugano Financial Advisors SA1,250$714K0.37%013F-HRTimeline
Warwick Investment Management, Inc.1,247$714K0.11%+1213F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,246$714K0.09%13F-HRTimeline
Virtue Capital Management, LLC1,191$713K0.11%-1,01913F-HR/ATimeline
Future Fund LLC1,244$713K0.23%-85213F-HRTimeline
Greenline Partners, LLC1,242$712K0.08%013F-HRTimeline
LVW Advisors, LLC1,240$710K0.07%-40413F-HRTimeline
Parkway Wealth Management Group, LLC1,239$710K0.1%13F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,237$709K0.17%013F-HRTimeline