CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers: 2,956
13F filers: 3,008
New: 115
Added: 1,094
Reduced: 1,051
Sold out: 161
Shares held by filers: 340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
GRIES FINANCIAL LLC	1,056	$383K	0.07%	-552	13F-HR Timeline
Precision Wealth Strategies, LLC	1,055	$383K	0.3%	+92	13F-HR Timeline
Stonebrook Private Inc.	1,054	$382K	0.1%	+51	13F-HR Timeline
Antonelli Financial Advisors, LLC	1,053	$382K	0.32%		13F-HR Timeline
Northside Capital Management, LLC	1,053	$382K	0.1%	+353	13F-HR Timeline
SYM FINANCIAL Corp	1,051	$381K	0.05%	+175	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,050	$381K	0.02%	-618	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	1,049	$381K	0.05%	0	13F-HR Timeline
Silver Coast Investments LLC	1,049	$381K	0.14%	-64	13F-HR Timeline
Financial Perspectives, Inc	1,048	$380K	0.13%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	1,048	$380K	0.05%	-1,292	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	1,047	$380K	0.14%	-167	13F-HR Timeline
Onyx Financial Advisors, LLC	1,047	$380K	0.21%	+4	13F-HR Timeline
Richard W. Paul & Associates, LLC	1,047	$380K	0.14%	-37	13F-HR Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.	1,044	$379K	0.15%	-100	13F-HR Timeline
Secure Asset Management, LLC	1,040	$377K	0.06%	-298	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	1,038	$377K	0.11%	+20	13F-HR Timeline
DF DENT & CO INC	1,036	$376K	<0.01%	-8	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	1,036	$376K	0.03%	0	13F-HR Timeline
Carmel Capital Partners, LLC	1,034	$375K	0.15%	+2	13F-HR Timeline
Smallwood Wealth Investment Management,…	1,028	$373K	0.26%	-9	13F-HR Timeline
N.E.W. Advisory Services LLC	1,026	$372K	0.04%	-403	13F-HR Timeline
Sugarloaf Wealth Management, LLC	1,025	$372K	0.07%	+1	13F-HR Timeline
AlphaCore Capital LLC	1,024	$371K	0.08%	-2	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	1,024	$371K	0.02%	+4	13F-HR Timeline
Accel Wealth Management	1,021	$371K	0.14%	-46	13F-HR Timeline
Lynx Investment Advisory	1,021	$370K	0.25%	-55	13F-HR Timeline
Vision Capital Management, Inc.	1,020	$370K	0.05%	+50	13F-HR Timeline
Centerpoint Advisory Group	1,020	$370K	0.36%		13F-HR Timeline
NorthStar Asset Management LLC /NJ/	1,017	$369K	0.24%	new	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	1,017	$369K	0.07%	0	13F-HR Timeline
Ledgewood Wealth Advisors, LLC	1,017	$369K	0.24%	0	13F-HR Timeline
Crane Advisory, LLC	1,014	$369K	0.06%	0	13F-HR Timeline
SkyOak Wealth, LLC	1,012	$367K	0.08%	0	13F-HR Timeline
Tandem Wealth Advisors LLC	1,011	$367K	0.19%	+16	13F-HR Timeline
Gallacher Capital Management LLC	1,009	$366K	0.18%	+58	13F-HR Timeline
NTV Asset Management LLC	1,005	$365K	0.05%	0	13F-HR Timeline
Manchester Capital Management LLC	1,005	$365K	0.04%	-2,300	13F-HR Timeline
American Institute for Advanced Investm…	1,005	$365K	0.27%	0	13F-HR Timeline
CWS Financial Advisors, LLC	1,004	$364K	0.12%	0	13F-HR Timeline
Ring Mountain Capital, LLC	1,003	$364K	0.24%		13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	1,000	$363K	0.21%	0	13F-HR Timeline
Merrion Investment Management Co, LLC	1,000	$363K	0.25%	0	13F-HR Timeline
MILLER WEALTH ADVISORS, LLC	1,000	$363K	0.18%	0	13F-HR Timeline
Prodigy Asset Management LLC	1,000	$363K	0.31%		13F-HR Timeline
Challenger Wealth Management	1,000	$363K	0.31%		13F-HR Timeline
Summit X, LLC	993	$361K	0.08%	-145	13F-HR Timeline
Basepoint Wealth LLC	996	$361K	0.29%	+202	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	996	$361K	0.3%	+18	13F-HR Timeline
Meridian Financial Partners LLC	994	$361K	0.19%	0	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	994	$360K	0.05%	+6	13F-HR Timeline
Annex Advisory Services, LLC	993	$360K	0.01%	+19	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	989	$359K	0.06%	+2	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	988	$358K	0.03%	0	13F-HR Timeline
Nautilus Advisors LLC	988	$358K	0.29%		13F-HR Timeline
Exchange Capital Management, Inc.	986	$358K	0.06%	0	13F-HR Timeline
Private Portfolio Partners LLC	982	$356K	0.07%	-31	13F-HR Timeline
KELLY LAWRENCE W & ASSOCIATES INC/CA	979	$355K	0.08%	0	13F-HR Timeline
Scientech Research LLC	978	$355K	0.1%	-622	13F-HR Timeline
Plante Moran Financial Advisors, LLC	977	$354K	0.03%	-1	13F-HR Timeline
BEDDOW CAPITAL MANAGEMENT INC	975	$354K	0.15%	-75	13F-HR Timeline
Apexium Financial, LP	975	$354K	0.02%	-96	13F-HR Timeline
Wealthspire Retirement, LLC	974	$353K	0.03%	-52	13F-HR Timeline
Hutchens & Kramer Investment Management…	973	$353K	0.19%	-142	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	902	$353K	0.02%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	972	$353K	0.07%	+9	13F-HR Timeline
MASTER'S WEALTH MANAGEMENT INC.	971	$352K	0.19%		13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	970	$352K	0.4%		13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	970	$352K	0.07%		13F-HR Timeline
Uniting Wealth Partners, LLC	969	$352K	0.17%		13F-HR Timeline
Diametric Capital, LP	964	$350K	0.24%	new	13F-HR Timeline
McIlrath & Eck, LLC	962	$349K	0.04%	+30	13F-HR Timeline
First Interstate Bank	960	$348K	0.02%	-9	13F-HR Timeline
JMAC ENTERPRISES LLC	960	$348K	0.05%	+84	13F-HR Timeline
D.B. Root & Company, LLC	958	$348K	0.11%	+14	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	958	$347K	0.26%	+19	13F-HR Timeline
Palogic Value Management, L.P.	957	$347K	0.14%	+15	13F-HR/A Timeline
LEIGH BALDWIN & CO., LLC	955	$346K	0.29%		13F-HR/A Timeline
XTX Topco Ltdin group XTX Topco Ltd	954	$346K	0.03%	-14,888	13F-HR Timeline Group
Clarendon Private LLC	953	$346K	0.36%		13F-HR Timeline
JSF Financial, LLC	952	$345K	0.09%	+320	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	952	$345K	0.16%	+60	13F-HR Timeline
MOUNT VERNON ASSOCIATES INC /MD/	950	$345K	0.27%	0	13F-HR Timeline
Heritage Financial Services, LLC	951	$345K	0.05%	+42	13F-HR Timeline
FIRST UNITED BANK & TRUST	950	$345K	0.13%	-33	13F-HR Timeline
Abbot Financial Management, Inc.	950	$345K	0.17%	0	13F-HR Timeline
D'Orazio & Associates, Inc.	949	$344K	0.05%	+104	13F-HR Timeline
REBALANCE, LLC	947	$344K	0.03%	+122	13F-HR Timeline
Keystone Financial Group	946	$343K	0.03%	+1	13F-HR Timeline
BAKER BOYER NATIONAL BANK	945	$343K	0.12%	0	13F-HR Timeline
360 Financial, Inc.	945	$343K	0.12%	0	13F-HR Timeline
Cyr Financial Inc.	941	$341K	0.31%	new	13F-HR Timeline
Wealth Dimensions Group, Ltd.	941	$341K	0.08%	+159	13F-HR Timeline
Horan Capital Advisors, LLC.	941	$341K	0.11%	0	13F-HR Timeline
HTLF Bank	941	$341K	0.04%	-252	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	939	$341K	0.09%	+109	13F-HR/A Timeline
Key Client Fiduciary Advisors, LLC	939	$341K	0.15%	+43	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	938	$340K	0.36%		13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	937	$340K	0.06%		13F-HR Timeline Group
WEDGEWOOD INVESTORS INC /PA/	933	$338K	0.4%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	932	$338K	0.04%	new	13F-HR Timeline
Tortoise Investment Management, LLC	932	$338K	0.04%	-182	13F-HR/A Timeline
Maven Securities LTDin group Maven Securities LTD	928	$337K	0.05%	-325	13F-HR Timeline Group
Centric Wealth Management	927	$336K	0.09%	-5	13F-HR Timeline
MANCHESTER FINANCIAL INC	927	$336K	0.07%	-2	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	925	$336K	0.09%	0	13F-HR Timeline Group
Zions Bancorporation, N.A.	923	$335K	0.02%	+78	13F-HR Timeline
JB Capital LLC	922	$335K	0.02%	-85	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	921	$334K	<0.01%	+166	13F-HR Timeline Group
Van Cleef Asset Management,Inc	920	$334K	0.04%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	919	$334K	0.16%	-139	13F-HR Timeline
Embree Financial Group	915	$332K	0.06%	-139	13F-HR Timeline
Canvas Wealth Advisors, LLC	913	$331K	0.08%	+86	13F-HR Timeline
Aventura Private Wealth, LLC	913	$331K	0.18%		13F-HR Timeline
CHASE INVESTMENT COUNSEL CORP	914	$331K	0.11%	0	13F-HR Timeline
James J. Burns & Company, LLC	911	$331K	0.06%	+1	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	912	$331K	0.07%	-585	13F-HR Timeline
Northstar Advisory Group, LLC	912	$331K	0.17%	-12	13F-HR Timeline
Signature Resources Capital Management,…	912	$331K	0.3%	-3	13F-HR Timeline
Drake & Associates, LLC	906	$330K	0.09%	-18	13F-HR Timeline
Pettee Investors, Inc.	908	$329K	0.17%	0	13F-HR Timeline
American State Bank (Iowa)	907	$329K	0.2%	+4	13F-HR Timeline
Cook Wealth, LLC	809	$329K	0.15%	0	13F-HR Timeline
waypoint wealth counsel	905	$328K	0.21%	+78	13F-HR Timeline
Avantra Family Wealth, Inc.	905	$328K	0.31%		13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	904	$328K	0.23%	0	13F-HR Timeline
HTG Investment Advisors, Inc.	900	$327K	0.15%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	846	$327K	0.03%	+35	13F-HR Timeline
Catalyst Funds Management Pty Ltd	900	$326K	0.08%	-2,700	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	900	$326K	0.22%	0	13F-HR Timeline
Fragasso Financial Advisors Inc	899	$326K	0.02%	+13	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	899	$326K	0.3%		13F-HR Timeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…	898	$326K	0.07%	-45	13F-HR Timeline
Smith Thornton Advisors LLC	896	$325K	0.21%	+299	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	894	$324K	0.05%	-201	13F-HR Timeline
Adero Partners, LLC	892	$324K	0.02%	+106	13F-HR Timeline
PCA Investment Advisory Services Inc.	891	$323K	0.15%	0	13F-HR Timeline
Chemistry Wealth Management LLC	891	$323K	0.08%	+269	13F-HR Timeline
Kondo Wealth Advisors, Inc.	891	$323K	0.16%		13F-HR Timeline
Hamilton Capital, LLC	888	$322K	0.02%	-1	13F-HR Timeline
Madison Wealth Partners, Inc	888	$322K	0.09%	0	13F-HR Timeline
Stonebridge Financial Planning Group, L…	887	$322K	0.14%	-25	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	857	$321K	0.04%	+21	13F-HR Timeline
Verus Financial Partners, Inc.	914	$321K	0.04%	0	13F-HR Timeline
Requisite Capital Management, LLC	884	$321K	0.07%	new	13F-HR Timeline
Rede Wealth, LLC	884	$321K	0.12%	+16	13F-HR Timeline
Southland Equity Partners LLC	883	$320K	0.07%	+17	13F-HR Timeline
Old North State Trust, LLC	883	$320K	0.2%	new	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	880	$319K	0.09%	0	13F-HR Timeline
Concorde Asset Management, LLC	880	$319K	0.17%	0	13F-HR Timeline
Optiver Holding B.V.in group Optiver Holding B.V.	880	$319K	0.01%	new	13F-HR Timeline Group
WealthShield Partners, LLC	877	$318K	0.05%	-242	13F-HR Timeline
Waterford Advisors, LLC	877	$318K	0.16%	0	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	876	$318K	0.01%	+20	13F-HR Timeline Group
Adams Wealth Management	876	$318K	0.06%	0	13F-HR Timeline
CacheTech Inc.	876	$318K	0.06%	0	13F-HR Timeline
Wescott Financial Advisory Group, LLC	875	$317K	0.03%	+48	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	875	$317K	0.01%	0	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	874	$317K	0.24%		13F-HR/A Timeline Group
HOURGLASS CAPITAL, LLC	872	$316K	0.09%	0	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	870	$316K	0.31%	-3	13F-HR Timeline
Cullen Capital Management, LLC	869	$315K	<0.01%	-31	13F-HR Timeline
ROI Financial Advisors, LLC	869	$315K	0.21%	+155	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	867	$315K	0.04%	-60	13F-HR Timeline
Verum Partners LLC	866	$314K	0.09%	+9	13F-HR Timeline
Revisor Wealth Management LLC	866	$313K	0.29%	-342	13F-HR Timeline
Holland Advisory Services, Inc.	863	$313K	0.41%	+1	13F-HR Timeline
LMR Partners LLPin group LMR Partners LLP	862	$313K	0.01%	+860	13F-HR Timeline Group
Black Diamond Financial, LLC	858	$311K	0.05%	-97	13F-HR Timeline
Crown Wealth Group, LLC	854	$310K	0.13%	+15	13F-HR Timeline
Griffith & Werner, Inc.	854	$310K	0.2%		13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	852	$309K	0.02%	0	13F-HR Timeline
Dechtman Wealth Management, LLC	852	$309K	0.06%	+192	13F-HR Timeline
10Elms LLP	852	$309K	0.32%		13F-HR Timeline
Financial Council, LLC	850	$308K	0.16%	0	13F-HR Timeline
Northwest Financial Advisors	850	$308K	0.25%	0	13F-HR Timeline
Sabal Trust CO	849	$308K	0.02%	-50	13F-HR Timeline
HEADINVEST, LLC	846	$307K	0.06%	-50	13F-HR Timeline
WMG Financial Advisors, LLC	844	$306K	0.13%	-5	13F-HR Timeline
Mayfair Advisory Group, LLC	843	$306K	0.18%	-30	13F-HR Timeline
M.E. ALLISON & CO., INC.	843	$306K	0.34%		13F-HR Timeline
Ellenbecker Investment Group	840	$305K	0.05%	+1	13F-HR Timeline
Brightwater Advisory LLC	840	$305K	0.24%	+1	13F-HR Timeline
South Street Advisors LLC	840	$305K	0.05%	-600	13F-HR Timeline
PCG ASSET MANAGEMENT, LLC	840	$305K	0.27%		13F-HR Timeline
Apella Capital, LLC	838	$304K	0.01%	+46	13F-HR Timeline
Grant Private Wealth Management Inc	837	$304K	0.33%		13F-HR Timeline
True Wealth Design, LLC	835	$303K	0.12%	-12	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	834	$303K	0.04%	+57	13F-HR Timeline
One Charles Private Wealth Services, LLC	834	$302K	0.1%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	827	$300K	0.3%		13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	826	$300K	0.24%	0	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	826	$300K	0.12%	+3	13F-HR Timeline
Bouchey Financial Group, Ltd.	826	$300K	0.03%	+15	13F-HR Timeline
EWA, LLC	823	$299K	0.11%	-1	13F-HR Timeline
Crestmont Private Wealth LLC	823	$299K	0.13%	-141	13F-HR Timeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…	821	$298K	0.06%	0	13F-HR Timeline Group
Orion Capital Management LLC	820	$297K	0.13%	0	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	760	$297K	0.1%	+5	13F-HR Timeline
Crews Bank & Trust	819	$297K	0.05%		13F-HR Timeline