CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers: 2,855
13F filers: 2,904
New: 116
Added: 1,182
Reduced: 1,119
Sold out: 202
Shares held by filers: 330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Waterloo Capital, L.P.	1,047	$345K	0.03%	+415	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,044	$344K	0.05%	-1,916	13F-HR/A Timeline Group
CHILDRESS CAPITAL ADVISORS, LLC	1,043	$344K	0.1%	+5	13F-HR Timeline
Aspire Growth Partners LLC	1,071	$343K	0.3%	+12	13F-HR Timeline
Carmel Capital Partners, LLC	1,038	$342K	0.13%	+4	13F-HR Timeline
Register Financial Advisors LLC	1,038	$342K	0.18%	-41	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	1,036	$342K	0.03%	0	13F-HR Timeline
MJP ASSOCIATES INC /ADV	1,035	$341K	0.06%	-575	13F-HR Timeline
Verum Partners LLC	1,033	$341K	0.09%	+167	13F-HR Timeline
Smallwood Wealth Investment Management,…	1,028	$339K	0.21%	0	13F-HR Timeline
Prostatis Group LLC	1,028	$339K	0.11%	-251	13F-HR Timeline
Lynx Investment Advisory	1,028	$339K	0.23%	+7	13F-HR Timeline
Hillsdale Investment Management Inc.	1,027	$339K	0.02%	-510	13F-HR Timeline
Summit X, LLC	1,025	$338K	0.07%	+32	13F-HR Timeline
Horan Capital Advisors, LLC.	1,023	$337K	0.11%	+82	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	1,020	$336K	0.02%	-4	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	1,020	$336K	0.08%	new	13F-HR Timeline
Arbor Investment Advisors, LLC	1,020	$336K	0.05%	+375	13F-HR Timeline
Highview Capital Management LLC/DE/	1,020	$336K	0.14%	-300	13F-HR Timeline
Centerpoint Advisory Group	1,020	$336K	0.33%	0	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	1,017	$335K	0.06%	0	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	1,017	$335K	0.02%	+115	13F-HR/A Timeline
Ledgewood Wealth Advisors, LLC	1,017	$335K	0.22%	0	13F-HR Timeline
Palogic Value Management, L.P.	1,015	$335K	0.15%	+58	13F-HR/A Timeline
Crews Bank & Trust	1,014	$334K	0.06%	+195	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	1,013	$334K	0.04%	+19	13F-HR Timeline
Wealthspire Retirement, LLC	1,011	$334K	0.03%	+37	13F-HR Timeline
SPC Financial, Inc.	1,011	$333K	0.03%	-101	13F-HR Timeline
Acorns Advisers, LLC	1,009	$333K	<0.01%	+212	13F-HR Timeline
Good Steward Wealth Advisors,LLC	1,008	$332K	0.3%		13F-HR Timeline
American Institute for Advanced Investm…	1,005	$331K	0.25%	0	13F-HR Timeline
SYM FINANCIAL Corp	1,003	$331K	0.04%	-48	13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,001	$330K	0.12%	+56	13F-HR Timeline
AXQ CAPITAL, LP	1,001	$330K	0.13%	-5,500	13F-HR Timeline
Merrion Investment Management Co, LLC	1,000	$330K	0.24%	0	13F-HR Timeline
PING CAPITAL MANAGEMENT, INC.	1,000	$330K	0.22%	new	13F-HR Timeline
Prodigy Asset Management LLC	1,000	$330K	0.27%	0	13F-HR Timeline
Ring Mountain Capital, LLC	1,000	$330K	0.25%	-3	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding	996	$328K		-610	Timeline ANGELES WEALTH MANAGEMENT, LLC: 996 (0.03%) 13F-HR Angeles Investment Advisors, LLC: sold out, -679 13F-HR
Wealth Dimensions Group, Ltd.	994	$328K	0.08%	+53	13F-HR Timeline
DeDora Capital, Inc.	991	$327K	0.09%	new	13F-HR Timeline
Plante Moran Financial Advisors, LLC	989	$326K	0.03%	+12	13F-HR Timeline
Nautilus Advisors LLC	988	$326K	0.27%	0	13F-HR Timeline
D'Orazio & Associates, Inc.	985	$325K	0.05%	+36	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	984	$325K	0.05%	+47	13F-HR Timeline Group
FOSTER DYKEMA CABOT & PARTNERS, LLC	984	$325K	0.03%	-4	13F-HR Timeline
Heritage Financial Services, LLC	979	$323K	0.03%	+28	13F-HR Timeline
KELLY LAWRENCE W & ASSOCIATES INC/CA	979	$323K	0.08%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	977	$322K	0.04%	+45	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	977	$322K	0.12%	+25	13F-HR Timeline
BEDDOW CAPITAL MANAGEMENT INC	975	$322K	0.12%	0	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	975	$322K	0.25%	-21	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	971	$320K	0.2%	-46	13F-HR Timeline
Old North State Trust, LLC	883	$320K	0.2%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	970	$320K	0.36%	0	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	970	$320K	0.07%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	969	$320K	0.07%	-3	13F-HR Timeline
Uniting Wealth Partners, LLC	969	$320K	0.16%	0	13F-HR Timeline
CHICAGO TRUST Co NA	965	$318K	0.06%	-826	13F-HR Timeline
First Interstate Bank	960	$317K	0.02%	0	13F-HR Timeline
Arcus Capital Partners, LLC	957	$316K	0.13%	+207	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	954	$315K	0.01%	-550	13F-HR Timeline Group
INSPIRION WEALTH ADVISORS, LLC	952	$314K	0.04%	+321	13F-HR Timeline
D.B. Root & Company, LLC	951	$314K	0.1%	-7	13F-HR Timeline
FIRST UNITED BANK & TRUST	950	$313K	0.12%	0	13F-HR Timeline
WINTON GROUP Ltdin group WINTON GROUP Ltd	950	$313K	0.02%	-382	13F-HR Timeline Group
Abbot Financial Management, Inc.	950	$313K	0.16%	0	13F-HR Timeline
MOUNT VERNON ASSOCIATES INC /MD/	950	$313K	0.26%	0	13F-HR Timeline
American State Bank (Iowa)	947	$312K	0.19%	+40	13F-HR Timeline
Apexium Financial, LP	945	$312K	0.02%	-30	13F-HR Timeline
360 Financial, Inc.	945	$312K	0.11%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	945	$312K	0.14%	+6	13F-HR Timeline
O'ROURKE & COMPANY, Inc	944	$311K	0.15%	+25	13F-HR Timeline
DOVER ADVISORS, LLC	943	$311K	0.14%	+231	13F-HR Timeline
Adero Partners, LLC	943	$311K	0.02%	+51	13F-HR Timeline
Cyr Financial Inc.	943	$311K	0.28%	+2	13F-HR/A Timeline
1620 INVESTMENT ADVISORS, INC.	942	$311K	0.24%	-16	13F-HR Timeline
Eagle Capital Management, LLC	939	$310K	0.14%	+300	13F-HR Timeline
Exchange Capital Management, Inc.	938	$309K	0.05%	-48	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	937	$309K	0.04%	new	13F-HR/A Timeline
WEDGEWOOD INVESTORS INC /PA/	933	$308K	0.37%	0	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	932	$307K	0.09%	+7	13F-HR Timeline Group
BINGHAM PRIVATE WEALTH, LLC	930	$307K	0.32%	-8	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	929	$307K	0.06%	+35	13F-HR/A Timeline
Hutchens & Kramer Investment Management…	928	$306K	0.17%	-45	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	1,056	$305K	0.07%	-773	13F-HR Timeline
JSF Financial, LLC	925	$305K	0.08%	-27	13F-HR Timeline
MANCHESTER FINANCIAL INC	924	$305K	0.07%	-3	13F-HR Timeline
Centric Wealth Management	922	$304K	0.08%	-5	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	922	$304K	0.01%	-205	13F-HR Timeline
Aventura Private Wealth, LLC	921	$304K	0.16%	+8	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	1,072	$303K	0.16%	-1,522	13F-HR Timeline
PCG ASSET MANAGEMENT, LLC	920	$303K	0.28%	+80	13F-HR Timeline
JB Capital LLC	917	$303K	0.02%	-5	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	917	$302K	0.01%	+42	13F-HR Timeline
WINSLOW ASSET MANAGEMENT INC	915	$302K	0.07%	-225	13F-HR Timeline
Van Cleef Asset Management,Inc	915	$302K	0.03%	-5	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	914	$301K	0.02%	-136	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	912	$301K	0.07%	0	13F-HR Timeline
Signature Resources Capital Management,…	912	$301K	0.26%	0	13F-HR Timeline
Moloney Securities Asset Management, LLC	911	$300K	0.04%	-454	13F-HR Timeline
XY Capital Ltd	911	$300K	0.2%	+313	13F-HR Timeline
James J. Burns & Company, LLC	911	$300K	0.05%	0	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	911	$300K	0.07%	-416	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	910	$300K	0.03%	-1,300	13F-HR Timeline
Avantra Family Wealth, Inc.	905	$298K	0.29%	0	13F-HR Timeline
Fragasso Financial Advisors Inc	905	$298K	0.02%	+6	13F-HR Timeline
Convergence Financial, LLC	903	$298K	0.06%	-157	13F-HR Timeline
Crane Advisory, LLC	1,014	$298K	0.05%	0	13F-HR Timeline
Crestmont Private Wealth LLC	902	$297K	0.13%	+79	13F-HR Timeline
HTG Investment Advisors, Inc.	900	$297K	0.12%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	900	$297K	0.04%	-149	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	900	$297K	0.2%	0	13F-HR Timeline
Southland Equity Partners LLC	899	$296K	0.07%	+16	13F-HR Timeline
Smith Thornton Advisors LLC	896	$296K	0.18%	0	13F-HR Timeline
Phillips Wealth Planners LLC	1,006	$295K	0.31%	+196	13F-HR Timeline
Hamilton Capital, LLC	895	$295K	0.02%	+7	13F-HR Timeline
Chemistry Wealth Management LLC	891	$294K	0.07%	0	13F-HR Timeline
Costello Asset Management, INC	890	$294K	0.12%	-591	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	889	$293K	0.08%	-50	13F-HR Timeline
Indie Asset Partners, LLC	886	$292K	0.25%	-337	13F-HR Timeline
Keystone Financial Group	886	$292K	0.03%	-60	13F-HR Timeline
Strategies Wealth Advisors, LLC	882	$291K	0.04%	new	13F-HR Timeline
Maple Capital Management, Inc.	881	$291K	0.02%	+172	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	880	$290K	0.08%	0	13F-HR Timeline
Keebeck Wealth Management	880	$290K	0.04%	+87	13F-HR Timeline
LifePlan Financial, LLC	879	$290K	0.25%	new	13F-HR Timeline
Wagner Wealth Management, LLC	877	$289K	0.07%	+209	13F-HR Timeline
Waterford Advisors, LLC	877	$289K	0.12%	0	13F-HR Timeline
Requisite Capital Management, LLC	877	$289K	0.07%	-7	13F-HR Timeline
Adams Wealth Management	876	$289K	0.06%	0	13F-HR Timeline
CacheTech Inc.	876	$289K	0.06%	0	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	875	$289K	0.23%	+1	13F-HR Timeline Group
Capula Management Ltdin group Capula Management Ltd	873	$288K	<0.01%	+684	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
Stonebridge Financial Planning Group, L…	872	$288K	0.13%	-15	13F-HR Timeline
Cullen Capital Management, LLC	869	$287K	<0.01%	0	13F-HR Timeline
Tandem Wealth Advisors LLC	869	$287K	0.15%	-142	13F-HR Timeline
Medallion Wealth Advisors, LLC	866	$286K	0.13%	+405	13F-HR Timeline
Crown Wealth Group, LLC	867	$286K	0.15%	+13	13F-HR Timeline
FSM Wealth Advisors, LLC	866	$286K	0.06%	+178	13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	864	$285K	0.21%	-40	13F-HR Timeline
Jupiter Wealth Management LLC	808	$285K	0.17%	-450	13F-HR Timeline
Holland Advisory Services, Inc.	863	$285K	0.43%	0	13F-HR Timeline
Madison Wealth Partners, Inc	863	$285K	0.07%	-25	13F-HR Timeline
Black Diamond Financial, LLC	859	$283K	0.04%	+1	13F-HR Timeline
Griffith & Werner, Inc.	854	$282K	0.18%	0	13F-HR Timeline
BluePointe Capital Management, LLC	853	$281K	0.11%	new	13F-HR Timeline
10Elms LLP	852	$281K	0.28%	0	13F-HR Timeline
Northwest Financial Advisors	850	$280K	0.23%	0	13F-HR Timeline
Financial Council, LLC	850	$280K	0.15%	0	13F-HR Timeline
WMG Financial Advisors, LLC	849	$280K	0.12%	+5	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	844	$278K	0.06%	+199	13F-HR Timeline
M.E. ALLISON & CO., INC.	844	$278K	0.28%	+1	13F-HR Timeline
Mayfair Advisory Group, LLC	844	$278K	0.16%	+1	13F-HR Timeline
denkapparat Operations GmbH	844	$278K	0.29%	-230	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	842	$278K	0.03%	-25	13F-HR Timeline
Ellenbecker Investment Group	842	$278K	0.05%	+2	13F-HR Timeline
waypoint wealth counsel	842	$277K	0.17%	-63	13F-HR Timeline
Wescott Financial Advisory Group, LLC	841	$277K	0.03%	-34	13F-HR Timeline
South Street Advisors LLC	840	$277K	0.05%	0	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	762	$276K	0.09%	+2	13F-HR Timeline
United Advisor Group, LLC	837	$276K	0.06%	-340	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	835	$275K	0.02%	-17	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	831	$274K	0.27%	-39	13F-HR Timeline
one8zero8, LLC	827	$273K	0.06%	-1,001	13F-HR Timeline
Trivium Point Advisory, LLC	827	$273K	0.03%	+124	13F-HR Timeline
Tortoise Investment Management, LLC	827	$273K	0.03%	-105	13F-HR/A Timeline
Clientfirst Wealth Management, LLC	827	$273K	0.31%	0	13F-HR Timeline
Marotta Asset Management	697	$273K	0.05%	+1	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	826	$273K	0.23%	0	13F-HR Timeline
BXM Wealth LLC	831	$272K	0.33%	+202	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	826	$272K	0.11%	0	13F-HR Timeline
REBALANCE, LLC	826	$272K	0.02%	-121	13F-HR Timeline
Concorde Asset Management, LLC	903	$272K	0.15%	+23	13F-HR Timeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…	821	$271K	0.07%	0	13F-HR Timeline Group
Vision Capital Management, Inc.	820	$270K	0.04%	-200	13F-HR Timeline
Orion Capital Management LLC	820	$270K	0.11%	0	13F-HR Timeline
Canvas Wealth Advisors, LLC	928	$270K	0.07%	+15	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	818	$270K	<0.01%	new	13F-HR Timeline Group
QTR Family Wealth, LLC	818	$270K	0.2%		13F-HR Timeline
Family Capital Management, Inc.	816	$269K	0.17%	+102	13F-HR Timeline
Berry Wealth Group, LP	816	$269K	0.21%	new	13F-HR Timeline
Axim Planning & Wealth	816	$269K	0.24%	+16	13F-HR Timeline
True Wealth Design, LLC	815	$269K	0.1%	-20	13F-HR Timeline
Walkner Condon Financial Advisors LLC	815	$269K	0.05%	+13	13F-HR Timeline
BRIGHT FINANCIAL ADVISORS, INC.	815	$269K	0.16%	0	13F-HR Timeline
Fortitude Family Office, LLC	814	$268K	0.1%	-660	13F-HR Timeline
Verus Financial Partners, Inc.	914	$268K	0.03%	0	13F-HR Timeline
Laraway Financial Advisors Inc	813	$268K	0.21%	0	13F-HR Timeline
CHASE INVESTMENT COUNSEL CORP	814	$268K	0.1%	-100	13F-HR Timeline
Freedom Financial Partners LLC	813	$268K	0.12%	+1	13F-HR Timeline
CAP Partners, LLC	811	$267K	0.19%	-5	13F-HR Timeline
Rede Wealth, LLC	810	$267K	0.09%	-74	13F-HR Timeline
EWA, LLC	805	$266K	0.1%	-18	13F-HR Timeline
SHUFRO ROSE & CO LLC	805	$265K	0.02%	0	13F-HR Timeline
Intrua Financial, LLC	805	$265K	0.04%	-604	13F-HR Timeline
Legacy Edge Advisors, LLC	804	$265K	0.04%	+112	13F-HR Timeline
BANQUE PICTET & CIE SA	803	$265K	<0.01%	-13,118	13F-HR Timeline
HBW ADVISORY SERVICES LLC	801	$264K	0.04%	+85	13F-HR Timeline
FCA CORP /TX	800	$264K	0.08%	-982	13F-HR Timeline