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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Planning Center, Inc.1,618$1.15M0.12%+29513F-HRTimeline
Stokes Family Office, LLC1,614$1.14M0.12%-20113F-HRTimeline
Pacific Point Advisors, LLC1,613$1.14M0.6%+413F-HRTimeline
FAGAN ASSOCIATES, INC.1,612$1.14M0.16%-4813F-HRTimeline
Ranch Capital Advisors Inc.1,611$1.14M0.42%-5113F-HRTimeline
Hilton Head Capital Partners, LLC1,611$1.14M0.64%+1613F-HRTimeline
FSM Wealth Advisors, LLC1,609$1.14M0.15%+113F-HRTimeline
Main Street Financial Solutions, LLC1,604$1.14M0.08%+66613F-HRTimeline
Raleigh Capital Management Inc.1,603$1.14M0.39%-4213F-HRTimeline
PURSUE WEALTH PARTNERS LLC1,600$1.13M0.68%013F-HRTimeline
WESCAP Management Group, Inc.1,600$1.13M0.22%013F-HRTimeline
Grant Private Wealth Management Inc1,599$1.13M0.6%+24213F-HRTimeline
CAMDEN NATIONAL BANK1,597$1.13M0.15%-3813F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,598$1.13M0.15%+2013F-HRTimeline
Rosenberg Matthew Hamilton1,596$1.13M0.23%-413F-HRTimeline
Thayer Partners, LLC / MA1,596$1.13M0.54%-5013F-HRTimeline
Frisch Financial Group, Inc.1,591$1.13M0.24%-4513F-HRTimeline
Wellington Grp LLC1,590$1.13M0.35%+26913F-HRTimeline
Raab & Moskowitz Asset Management LLC1,587$1.12M0.25%-7513F-HRTimeline
Defiance ETFs, LLC1,586$1.12M0.02%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,586$1.12M0.05%-9713F-HRTimelineGroup
Acorns Advisers, LLC1,585$1.12M0.01%+13313F-HRTimeline
Congress Park Capital LLC1,585$1.12M0.34%+25513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,585$1.12M0.31%-5113F-HRTimeline
JB Capital LLC1,584$1.12M0.05%+20013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,580$1.12M0.16%-613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,575$1.12M0.02%-17613F-HRTimelineGroup
Mirador Capital Partners LP1,573$1.11M0.16%+11713F-HRTimeline
Hartford Funds Management Co LLC1,569$1.11M0.1%-1,39313F-HRTimeline
CenterStar Asset Management, LLC1,572$1.11M1.07%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,566$1.11M0.3%+35213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,565$1.11M0.35%+1713F-HRTimeline
SeaBridge Investment Advisors LLC1,565$1.11M0.19%013F-HRTimeline
Brady Martz Wealth Solutions, LLC1,563$1.11M0.19%+44413F-HRTimeline
Revisor Wealth Management LLC1,587$1.11M0.31%-15413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,559$1.1M0.35%+7113F-HRTimeline
WOODSTOCK CORP1,557$1.1M0.1%013F-HRTimeline
Empirical Asset Management, LLC1,556$1.1M0.29%-1,10813F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1,555$1.1M0.23%-4413F-HRTimeline
Trinity Financial Advisors LLC1,550$1.1M0.31%013F-HRTimeline
Sendero Wealth Management, LLC1,549$1.1M0.12%-1713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,545$1.09M0.19%-1013F-HRTimeline
Strategic Equity Management1,542$1.09M0.41%+313F-HRTimeline
SAM Advisors, LLC1,540$1.09M0.34%013F-HRTimeline
Stonebridge Capital Advisors LLC1,539$1.09M0.08%-9413F-HRTimeline
Harbour Trust & Investment Management Co1,539$1.09M0.12%-3513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,535$1.09M0.21%+15013F-HRTimeline
Juno Financial Group LLC1,533$1.09M0.43%+113F-HRTimeline
Leo Wealth, LLC1,531$1.08M0.08%+2713F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,890$1.08M0.1%013F-HRTimelineGroup
Hickory Point Bank & Trust1,526$1.08M0.71%-1,16913F-HRTimeline
Van Hulzen Asset Management, LLC1,516$1.07M0.08%-20913F-HRTimeline
Millington Financial Advisors, LLC1,295$1.07M0.45%+213F-HRTimeline
Rossby Financial, LCC1,469$1.07M0.22%+14413F-HRTimeline
UNION SAVINGS BANK1,511$1.07M0.47%013F-HRTimeline
NVWM, LLC1,510$1.07M0.24%-56613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,501$1.06M0.33%-5013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,500$1.06M0.04%013F-HRTimeline
RBO & CO LLC1,500$1.06M0.17%013F-HRTimeline
Slocum, Gordon & Co LLP1,500$1.06M0.72%-1,00013F-HRTimeline
FOCUSED ALPHA, LLC1,493$1.06M0.33%+47413F-HRTimeline
MRA Advisory Group1,491$1.06M0.43%-6513F-HRTimeline
Legacy Trust1,491$1.06M0.2%-21513F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y1,488$1.05M0.94%013F-HRTimelineGroup
WATERS PARKERSON & CO., LLC1,488$1.05M0.05%013F-HRTimeline
FSA Advisors, Inc.1,487$1.05M0.69%+1,08713F-HRTimeline
Expressive Wealth LLC1,136$1.05M1%+3513F-HRTimeline
Three Seasons Wealth, LLC1,485$1.05M0.4%+29513F-HRTimeline
Trivium Point Advisory, LLC1,482$1.05M0.19%-1,73813F-HRTimeline
Caitong International Asset Management …1,479$1.05M0.19%new13F-HRTimeline
55 North Private Wealth, LLC1,476$1.05M0.27%+11013F-HRTimeline
Cromwell Holdings LLC1,476$1.05M0.59%013F-HRTimeline
Bravera Wealth1,476$1.05M0.47%013F-HRTimeline
Teucrium Investment Advisors, LLC1,473$1.04M0.81%-1,31713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,470$1.04M0.02%-5,00913F-HRTimelineGroup
Goepper Burkhardt LLC1,467$1.04M0.35%-80013F-HRTimeline
Baron Wealth Management LLC1,460$1.03M0.31%+3013F-HRTimeline
Philadelphia Investment Partners, LLC1,459$1.03M0.7%13F-HRTimeline
SEEDS INVESTOR LLC1,300$1.03M0.14%+56513F-HRTimeline
Paulson Wealth Management Inc.1,452$1.03M0.24%-29913F-HRTimeline
Range Financial Group LLC1,451$1.03M0.34%-1513F-HRTimeline
McCollum Christoferson Group LLC1,450$1.03M0.31%+5013F-HRTimeline
Transcendent Capital Group LLC1,450$1.03M0.47%-12313F-HRTimeline
AF Advisors, Inc.1,449$1.03M0.57%-61413F-HRTimeline
Next Level Private LLC1,448$1.03M0.23%+6613F-HRTimeline
Vann Equity Management LLC1,446$1.02M0.73%13F-HRTimeline
Verity Asset Management, Inc.1,444$1.02M0.43%+1713F-HRTimeline
Carrera Capital Advisors1,443$1.02M0.16%-113F-HRTimeline
CHASE INVESTMENT COUNSEL CORP1,443$1.02M0.27%+52413F-HRTimeline
Bouchey Financial Group, Ltd.1,298$1.02M0.07%+31813F-HRTimeline
Sanchez Wealth Management Group1,439$1.02M0.22%-813F-HRTimeline
Sanchez Levi Garrett1,439$1.02M0.64%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,438$1.02M0.42%-18513F-HRTimeline
Northside Capital Management, LLC1,437$1.02M0.09%-35813F-HRTimeline
FCG Investment Co1,437$1.02M0.45%13F-HRTimeline
WELLINGTON-ALTUS USA INC.953$1.01M0.6%+68713F-HRTimeline
Momentum Wealth Planning, LLC1,429$1.01M0.92%new13F-HRTimeline
Blankinship & Foster, LLC1,426$1.01M0.22%013F-HRTimeline
Tempo Wealth, LLC1,423$1.01M0.18%+13213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,418$1M0.06%013F-HRTimeline
Tumwater Wealth Management, LLC1,415$1M0.4%+4613F-HRTimeline
Laurel Wealth Advisors LLC1,117$1M0.1%013F-HRTimeline
Charter Oak Capital Management, LLC1,414$1M0.08%-1913F-HRTimeline
Clark Asset Management, LLC1,414$1M0.09%-413F-HRTimeline
WestHill Financial Advisors, Inc.1,411$1000K0.19%-2513F-HRTimeline
Meadow Creek Wealth Advisors LLC1,409$998K0.65%-8513F-HRTimeline
Income Insurance Ltd1,409$998K0.68%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETTA FINANCIAL SERVICES INC1,400$992K0.77%new13F-HRTimeline
PENN DAVIS MCFARLAND INC1,400$992K0.1%-20013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,400$992K0.31%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,398$991K0.13%+2013F-HRTimeline
Convergence Financial, LLC1,357$990K0.1%+10213F-HRTimeline
WEST PACES ADVISORS INC.1,396$989K0.19%-7513F-HRTimeline
Coyle Financial Counsel LLC1,394$988K0.21%+2513F-HRTimeline
apricus wealth, LLC1,394$988K0.48%013F-HRTimeline
Moss Adams Wealth Advisors LLC1,393$987K0.07%+8513F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,390$985K0.07%-9313F-HRTimeline
FORBES J M & CO LLP1,390$985K0.08%013F-HRTimeline
WJ Financial Advisors LLC1,390$985K0.8%+313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,389$984K0.04%-4013F-HR/ATimeline
SJS Investment Consulting Inc.1,388$983K0.12%-98613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,385$981K0.07%013F-HRTimeline
Xcelsior Advisor Partners LLC1,381$978K0.37%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,381$978K0.04%-2,47813F-HRTimeline
VeraBank, N.A.1,378$976K0.18%013F-HRTimeline
David J Yvars Group1,377$975K0.55%+5013F-HRTimeline
FCA CORP /TX1,375$974K0.28%-7013F-HRTimeline
Cane Capital Partners, LLC1,371$972K0.43%+1813F-HRTimeline
Caliber Wealth Management, LLC / KS1,371$971K0.11%-313F-HRTimeline
Henderson Brothers Financial Partners, …1,369$970K0.25%13F-HRTimeline
Polymer Capital Management (HK) LTD1,368$969K0.14%-3,85513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,366$968K0.04%+8813F-HRTimeline
Capital Planning Advisors, LLC1,365$967K0.14%-1,00713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,364$966K0.16%-16213F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,362$965K0.01%-168,63813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Planned Solutions, Inc.1,362$965K0.32%-25313F-HRTimeline
Smart Portfolios, LLC1,361$964K0.96%-613F-HRTimeline
CacheTech Inc.1,361$964K0.19%+2013F-HRTimeline
Elgethun Capital Management1,360$964K0.16%+24713F-HRTimeline
Kaizen Financial Strategies1,247$963K0.41%+4213F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,358$962K0.1%-8513F-HRTimeline
First Pacific Financial1,356$961K0.12%-213F-HRTimeline
STABLEFORD CAPITAL II LLC1,353$959K0.36%-1,46013F-HRTimeline
Wescott Financial Advisory Group, LLC1,352$958K0.08%+413F-HRTimeline
Uniting Wealth Partners, LLC1,351$957K0.2%-7313F-HRTimeline
THOMAS STORY & SON LLC1,350$956K0.37%013F-HRTimeline
NFSG Corp1,346$953K0.16%+77413F-HRTimeline
Traveka Wealth, LLC1,344$952K0.36%013F-HRTimeline
Center For Asset Management LLC1,344$952K0.47%-513F-HRTimeline
First Growth Capital LLC1,299$949K0.86%+4113F-HRTimeline
MJP ASSOCIATES INC /ADV1,338$948K0.12%+3313F-HRTimeline
BANQUE PICTET & CIE SA1,337$947K0.01%+93713F-HRTimeline
Mengis Capital Management, Inc.1,336$947K0.16%-2013F-HRTimeline
Palogic Value Management, L.P.1,336$947K0.41%-6813F-HRTimeline
Hardin Capital Partners, LLC1,335$946K0.44%+2513F-HRTimeline
China Universal Asset Management Co., L…1,333$944K0.07%+11213F-HRTimeline
Grant Street Asset Management, Inc.1,332$944K0.18%-9113F-HRTimeline
44 WEALTH MANAGEMENT LLC1,332$944K0.33%-513F-HRTimeline
McMill Wealth Management1,331$943K0.25%013F-HRTimeline
Grey Ledge Advisors, LLC1,330$943K0.21%-25013F-HRTimeline
Triad Wealth Partners, LLC1,329$942K0.07%+18413F-HRTimeline
Destination Wealth Management1,326$939K0.02%+14913F-HRTimeline
CYBER HORNET ETFs LLC1,286$938K0.61%-13713F-HRTimeline
Register Financial Advisors LLC1,324$938K0.35%013F-HRTimeline
Peoples Bank/KS1,323$937K0.94%-5013F-HRTimeline
Avantra Family Wealth, Inc.1,320$935K0.7%+41513F-HRTimeline
Rise Advisors, LLC1,280$935K0.33%+913F-HRTimeline
YHB Investment Advisors, Inc.1,318$934K0.07%-36813F-HRTimeline
Severin Investments, LLC1,316$932K0.8%-58213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,312$930K0.16%-2813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,311$929K0.29%+8913F-HRTimeline
Meadowbrook Wealth Management, LLC1,310$928K1.23%-3513F-HRTimeline
VestGen Investment Management1,309$927K0.51%-7313F-HRTimeline
Balboa Wealth Partners1,308$927K0.16%-8313F-HRTimeline
Symphony Financial, Ltd. Co.1,322$926K0.12%-28113F-HRTimeline
Commonwealth Financial Services, LLC1,307$926K0.15%+21813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,306$925K0.46%-13013F-HRTimeline
Oakmont Investment Advisors, Inc.1,304$924K0.85%+113F-HRTimeline
Second Line Capital, LLC1,038$924K0.17%+9913F-HRTimeline
Sivia Capital Partners, LLC1,304$924K0.18%-41913F-HRTimeline
AXQ CAPITAL, LP1,302$922K0.12%new13F-HRTimeline
Alchemi Wealth, LLC1,301$922K0.51%-113F-HRTimeline
Donoghue Forlines LLC1,301$922K0.26%-2,94413F-HRTimeline
Merrion Investment Management Co, LLC1,300$921K0.49%013F-HRTimeline
Werba Rubin Papier Wealth Management1,299$920K0.13%+44613F-HRTimeline
MFA Wealth Services1,298$920K0.61%-4313F-HRTimeline
Elser Financial Planning, Inc1,279$920K0.04%013F-HRTimeline
Annex Advisory Services, LLC1,297$919K0.02%+16513F-HRTimeline
Sandy Cove Advisors, LLC1,296$918K0.27%+1713F-HRTimeline
Blueshift Asset Management, LLC1,295$917K0.28%+33213F-HRTimeline
XY Planning Network, Inc.1,256$917K0.15%+18813F-HRTimeline
S.A. Mason LLC1,295$917K0.34%013F-HRTimeline
Fund Advisors of America Inc/FL1,294$917K0.93%+2413F-HRTimeline
Insight Advisors, LLC/ PA1,291$914K0.17%-1913F-HRTimeline
Birchcreek Wealth Management, LLC1,290$914K0.44%+15113F-HRTimeline
Daner Wealth Management, LLC1,000$912K0.54%-37013F-HRTimeline
Athena Investment Management1,287$912K0.47%-17913F-HRTimeline
Madison Wealth Partners, Inc1,286$911K0.15%+37013F-HRTimeline
Tripletail Wealth Management, LLC1,266$908K1.24%-30813F-HRTimeline
Warwick Investment Management, Inc.1,279$906K0.13%+3213F-HRTimeline