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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Heritage Wealth Advisors1,223$1.3M0.04%013F-HRTimeline
First Nebraska Trust Co1,222$1.3M0.11%-5013F-HRTimeline
Private Capital Management, LLC1,220$1.3M0.12%013F-HRTimeline
Black Diamond Financial, LLC1,218$1.3M0.11%+1613F-HRTimeline
Northstar Financial Companies, Inc.1,215$1.29M0.87%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,215$1.29M0.09%013F-HRTimelineGroup
Congress Park Capital LLC1,215$1.29M0.35%-37013F-HRTimeline
Vines Capital Management, LLC1,214$1.29M1.06%013F-HR/ATimeline
Hamilton Capital, LLC1,212$1.29M0.06%+3713F-HRTimeline
Legacy Financial Group LLC1,212$1.29M0.15%+613F-HRTimeline
Oakmont Investment Advisors, Inc.1,208$1.29M0.89%-9613F-HRTimeline
Bridgewealth Advisory Group, LLC1,208$1.29M0.24%-6713F-HRTimeline
Maple Capital Management, Inc.1,206$1.28M0.08%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,206$1.28M0.48%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,204$1.28M0.21%013F-HRTimeline
Keating Financial Advisory Services, In…1,200$1.28M0.17%-4013F-HRTimeline
Symmetry Partners, LLC1,199$1.28M0.07%+60413F-HRTimeline
TFB Advisors LLC1,196$1.27M0.56%-613F-HRTimeline
Pinnacle Financial Group, LLC / IL1,195$1.27M0.31%-2213F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,192$1.27M0.31%+43413F-HRTimeline
EWA, LLC1,190$1.27M0.23%+12613F-HRTimeline
Next Level Private LLC1,190$1.27M0.25%-25813F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,190$1.27M0.66%-613F-HRTimeline
American Money Management, LLC1,188$1.26M0.18%+113F-HRTimeline
LEIGH BALDWIN & CO., LLC1,187$1.26M0.68%-8013F-HRTimeline
Integrity Wealth Solutions LLC1,186$1.26M0.47%+113F-HRTimeline
Philadelphia Investment Partners, LLC1,459$1.26M0.78%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,180$1.26M0.08%-20513F-HRTimeline
McElhenny Sheffield Capital Management,…1,180$1.26M0.31%-1013F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,175$1.25M0.22%013F-HRTimeline
American State Bank (Iowa)1,175$1.25M0.51%+6713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,175$1.25M0.48%+413F-HRTimeline
Five Oceans Advisors1,174$1.25M0.4%-513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,173$1.25M0.24%-313F-HRTimeline
Chico Wealth RIA1,171$1.25M0.65%+1413F-HRTimeline
Westshore Wealth, LLC1,171$1.25M0.39%-313F-HRTimeline
Basepoint Wealth LLC1,171$1.25M0.71%-6613F-HRTimeline
SYM FINANCIAL Corp1,171$1.25M0.1%+9613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC1,170$1.25M0.58%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…1,485$1.24M0.69%-7813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,167$1.24M0.02%+36413F-HRTimelineGroup
AVISO WEALTH MANAGEMENT1,164$1.24M0.42%+3913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,164$1.24M0.38%-10313F-HRTimeline
Paragon Private Wealth Management, LLC1,163$1.24M0.32%+2513F-HRTimeline
BROGAN FINANCIAL, INC.1,161$1.24M0.5%+213F-HRTimeline
COOKSON PEIRCE & CO INC1,160$1.23M0.04%+15113F-HRTimeline
BAKER BOYER NATIONAL BANK1,158$1.23M0.34%+1313F-HRTimeline
QTR Family Wealth, LLC1,157$1.23M0.43%+3813F-HRTimeline
Meridian Wealth Advisors, LLC1,157$1.23M0.14%+7513F-HRTimeline
BlueStem Wealth Partners, LLC1,156$1.23M0.12%-5213F-HRTimeline
Orange Investment Advisors, Inc.1,154$1.23M0.15%-10013F-HRTimeline
Wall Street Financial Group, Inc.1,153$1.23M0.66%+10013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,152$1.23M0.06%+39213F-HRTimeline
Fingerlakes Wealth Management, Inc.1,151$1.23M0.66%-213F-HRTimeline
Lafayette Investments, Inc.1,151$1.23M0.23%-58513F-HRTimeline
Sage Mountain Advisors LLC1,151$1.23M0.08%+67213F-HRTimeline
Northwest Bancshares, Inc.1,150$1.22M0.22%-3013F-HRTimeline
Alan B Lancz & Associates, Inc.1,150$1.22M1.07%013F-HRTimeline
Three Seasons Wealth, LLC1,148$1.22M0.11%-33713F-HRTimeline
Integrated Investment Consultants, LLC1,146$1.22M0.24%-13013F-HRTimeline
Marin Bay Wealth Advisors, LLC1,145$1.22M0.66%-7413F-HR/ATimeline
TBH Global Asset Management, LLC1,141$1.21M0.22%-5313F-HRTimeline
Strategic Wealth Partners, Ltd.1,140$1.21M0.08%-4313F-HRTimeline
Linden Thomas Advisory Services, LLC1,140$1.21M0.1%+1113F-HRTimeline
Legato Capital Management LLC1,136$1.21M0.1%+27213F-HRTimeline
FOCUSED ALPHA, LLC1,133$1.21M0.31%-36013F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,133$1.21M0.78%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,131$1.2M0.49%+10113F-HRTimeline
CHASE INVESTMENT COUNSEL CORP1,130$1.2M0.25%-31313F-HRTimeline
Verum Partners LLC1,130$1.2M0.18%+2513F-HRTimeline
Silver Coast Investments LLC1,129$1.2M0.36%-13613F-HRTimeline
NorthStar Asset Management LLC /NJ/1,127$1.2M0.49%-613F-HRTimeline
SCHULHOFF & CO INC1,127$1.2M0.48%-2513F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,126$1.2M0.11%-7913F-HRTimeline
Armstrong, Fleming & Moore, Inc1,124$1.2M0.4%013F-HRTimeline
Dale Q Rice Investment Management Ltd1,122$1.19M0.65%-2213F-HRTimeline
Towne Trust Company, N.A1,120$1.19M0.36%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,120$1.19M0.58%013F-HRTimeline
Spartan Planning & Wealth Management1,119$1.19M0.79%-7313F-HRTimeline
Lakewood Asset Management LLC1,119$1.19M0.65%-2613F-HRTimeline
Independent Solutions Wealth Management…1,119$1.19M0.16%-10013F-HRTimeline
Expressive Wealth LLC1,118$1.19M1.12%-1813F-HRTimeline
Golden Reserve Retirement LLC1,116$1.19M0.19%+61413F-HRTimeline
CHICAGO TRUST Co NA1,116$1.19M0.17%013F-HRTimeline
Tripletail Wealth Management, LLC1,228$1.18M1.36%-3813F-HRTimeline
Firestone Capital Management1,108$1.18M0.22%-513F-HRTimeline
Sunflower Bank, N.A.1,107$1.18M0.28%-713F-HR/ATimeline
Daviman Financial, LLC1,106$1.18M0.65%-1713F-HRTimeline
Family Capital Management, Inc.1,105$1.18M0.46%+113F-HRTimeline
Stonebrook Private Inc.1,101$1.17M0.21%+4913F-HRTimeline
Royal Capital Wealth Management, LLC1,100$1.17M0.66%013F-HRTimeline
Center for Wealth Management Advisory1,100$1.17M0.74%013F-HRTimeline
Comprehensive Financial Consultants Ins…1,096$1.17M0.31%-10013F-HRTimeline
Clarion Wealth Managment Partners, LLC1,096$1.17M0.94%-2513F-HRTimeline
360 Financial, Inc.1,095$1.17M0.3%013F-HRTimeline
PATHWAY WEALTH MANAGEMENT LLC1,095$1.17M0.81%013F-HRTimeline
Highland Investment Advisors LLC1,094$1.17M0.51%13F-HRTimeline
Crown Wealth Group, LLC1,093$1.16M0.3%+2913F-HRTimeline
Henson-Edgewater Management, LLC1,358$1.16M0.61%+10613F-HRTimeline
LJI Wealth Management, LLC1,090$1.16M0.16%-4213F-HRTimeline
Landmark Wealth Management, LLC1,090$1.16M0.28%-513F-HRTimeline
Wealth Dimensions Group, Ltd.1,089$1.16M0.21%+1813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,088$1.16M0.02%-2513F-HRTimeline
Sonoma Allocations LLC1,144$1.16M0.36%-7613F-HRTimeline
Strategies Wealth Advisors, LLC1,086$1.16M0.1%-813F-HRTimeline
Finivi Inc.1,085$1.16M0.59%-5713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,083$1.15M0.45%+313F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC1,081$1.15M0.11%-413F-HRTimeline
BOK Financial Private Wealth, Inc.1,081$1.15M0.06%+7713F-HRTimeline
Aspire Growth Partners LLC1,079$1.15M0.67%+213F-HRTimeline
Crews Bank & Trust1,077$1.15M0.15%-1013F-HRTimeline
Edgestream Partners, L.P.1,076$1.15M0.03%-1,28413F-HRTimeline
D'Orazio & Associates, Inc.1,076$1.15M0.13%+513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC1,074$1.14M0.11%013F-HRTimeline
CJM Wealth Advisers, Ltd.1,071$1.14M0.3%-413F-HRTimeline
West Wealth Group, LLC1,070$1.14M0.19%+15113F-HRTimeline
Laurel Wealth Advisors LLC1,070$1.14M0.11%-4713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,070$1.14M0.27%-413F-HRTimeline
DUTCH ASSET Corp1,069$1.14M0.57%+14613F-HRTimeline
Archford Capital Strategies, LLC1,069$1.14M0.12%+6813F-HRTimeline
Southland Equity Partners LLC1,068$1.14M0.2%+3213F-HRTimeline
Community Financial Services Group, LLC1,146$1.14M0.17%+77113F-HRTimeline
Legacy Trust1,066$1.14M0.2%-42513F-HRTimeline
Onyx Financial Advisors, LLC1,066$1.13M0.41%+213F-HRTimeline
Silver Grove Financial Group, Inc.1,064$1.13M0.61%-9313F-HRTimeline
SkyOak Wealth, LLC1,064$1.13M0.19%013F-HRTimeline
Millington Financial Advisors, LLC1,286$1.13M0.45%-913F-HRTimeline
XY Planning Network, Inc.1,061$1.13M0.14%-19513F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,059$1.13M0.39%+10313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,056$1.12M0.48%+55213F-HRTimeline
MILLER WEALTH ADVISORS, LLC1,056$1.12M0.48%013F-HR/ATimeline
North Berkeley Wealth Management, LLC1,055$1.12M0.45%013F-HRTimeline
Wealth Advisors of Iowa, LLC1,054$1.12M0.3%013F-HRTimeline
Blackhawk Capital Partners, LLC1,053$1.12M0.37%-72213F-HRTimeline
CHRISTINE MESSMER PC1,053$1.12M0.63%-8313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,051$1.12M0.3%-4813F-HRTimeline
PUZO MICHAEL J1,050$1.12M0.29%-7513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,050$1.12M0.06%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,048$1.12M0.03%-6513F-HRTimeline
Navigate Wealth Management, LLC1,266$1.11M0.69%new13F-HRTimeline
Crusonia Wealth Advisors LLC1,046$1.11M0.18%+33313F-HRTimeline
Intrua Financial, LLC1,046$1.11M0.11%+10113F-HRTimeline
Coastwise Capital Group, LLC1,045$1.11M0.65%-6513F-HRTimeline
Gradient Capital Advisors, LLC1,044$1.11M0.26%-1213F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,043$1.11M0.38%+10613F-HRTimeline
May Hill Capital, LLC1,041$1.11M0.23%+7413F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,041$1.11M0.15%-8513F-HRTimeline
KG Capital Management1,040$1.11M0.66%new13F-HRTimeline
Maxele Advisors, LLC1,039$1.11M0.77%13F-HRTimeline
Parkway Wealth Management Group, LLC1,039$1.11M0.13%-513F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,035$1.1M0.13%013F-HRTimeline
Gilman Hill Asset Management, LLC1,035$1.1M0.15%-20813F-HRTimeline
Van Cleef Asset Management,Inc1,033$1.1M0.11%-3013F-HRTimeline
KFA Private Wealth Group, LLC1,032$1.1M0.26%-65413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,032$1.1M0.43%-113F-HRTimeline
Narus Financial Partners, LLC1,031$1.1M0.28%-9913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC1,031$1.1M0.43%+16113F-HRTimeline
ADE, LLC1,029$1.1M0.46%-6113F-HRTimeline
Donoghue Forlines LLC1,029$1.1M0.28%-27213F-HRTimeline
Embree Financial Group1,029$1.1M0.11%+3213F-HRTimeline
Smallwood Wealth Investment Management,…1,028$1.1M0.48%013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd1,028$1.09M0.01%-3,31413F-HR/ATimelineGroup
Kaizen Financial Strategies1,103$1.09M0.43%-14413F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV1,027$1.09M0.57%+4613F-HRTimeline
Verity Asset Management, Inc.1,027$1.09M0.41%-41713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,026$1.09M0.01%+11313F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …1,025$1.09M1.49%013F-HRTimeline
Aigen Investment Management, LP1,025$1.09M0.3%new13F-HRTimeline
FAIRFIELD, BUSH & CO.1,024$1.09M0.54%-2613F-HRTimeline
VestGen Investment Management1,023$1.09M0.58%-28613F-HRTimeline
Manchester Capital Management LLC1,021$1.09M0.14%+3613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,018$1.08M0.08%-15113F-HRTimeline
CHANNEL WEALTH LLC1,018$1.08M0.24%013F-HRTimeline
Schneider Downs Wealth Management Advis…1,017$1.08M0.1%+213F-HRTimeline
Ledgewood Wealth Advisors, LLC1,017$1.08M0.57%013F-HRTimeline
Arbor Investment Advisors, LLC1,013$1.08M0.12%-113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,012$1.08M0.74%+2613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,011$1.08M0.25%+1113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,010$1.08M0.23%-713F-HRTimeline
CWS Financial Advisors, LLC1,009$1.07M0.24%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,008$1.07M0.21%+18913F-HRTimelineGroup
Atlas Legacy Advisors, LLC1,096$1.07M0.16%+19713F-HRTimeline
Private Wealth Partners, LLC1,007$1.07M0.08%-2013F-HRTimeline
First Western Trust Bank1,004$1.07M0.05%+413F-HRTimeline
U S WEALTH GROUP, LLC.1,003$1.07M0.64%new13F-HRTimeline
Westside Investment Management, Inc.1,002$1.07M0.14%013F-HRTimeline
Warther Private Wealth, LLC1,001$1.07M0.23%013F-HRTimeline
Goldstein Advisors, LLC1,001$1.07M0.1%+68813F-HRTimeline
DAVIDSON TRUST CO1,000$1.06M0.42%013F-HRTimeline
U S GLOBAL INVESTORS INC1,000$1.06M0.1%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,000$1.06M0.13%013F-HRTimelineGroup
Alamar Capital Management, LLC1,000$1.06M0.54%013F-HRTimeline
Prodigy Asset Management LLC1,000$1.06M0.32%013F-HRTimeline
Rothschild Capital Partners, LLC996$1.06M0.23%+213F-HRTimeline
CFC Planning Co LLC994$1.06M0.63%-4113F-HRTimeline
BEACON FINANCIAL GROUP991$1.06M0.1%+6813F-HRTimeline
Texas Bank & Trust Co989$1.05M0.35%+18313F-HRTimeline
Falcon Wealth Planning989$1.05M0.07%+5413F-HRTimeline
Werba Rubin Papier Wealth Management987$1.05M0.13%-31213F-HRTimeline
FIRST FINANCIAL CORP /IN/987$1.05M0.36%013F-HRTimeline