CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers: 2,979
13F filers: 3,024
New: 240
Added: 1,151
Reduced: 1,121
Sold out: 126
Shares held by filers: 330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CHILTON INVESTMENT CO INC.	1,059	$411K	0.01%	new	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,057	$410K	0.37%	-85	13F-HR Timeline
MILLER WEALTH ADVISORS, LLC	1,056	$410K	0.19%	0	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	1,056	$410K	0.14%	-1	13F-HR Timeline
Onyx Financial Advisors, LLC	1,055	$410K	0.19%	+4	13F-HR Timeline
Wallace Advisory Group, LLC	1,242	$410K	0.3%	-144	13F-HR Timeline
AXS Investments LLC	1,054	$409K	0.17%	-597	13F-HR Timeline
Antonelli Financial Advisors, LLC	1,053	$409K	0.3%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	1,050	$408K	0.33%	0	13F-HR Timeline
Rockline Wealth Management, LLC	1,049	$407K	0.1%	-78	13F-HR Timeline
Town & Country Bank & Trust CO dba Firs…	1,048	$407K	0.15%	0	13F-HR Timeline
Financial Perspectives, Inc	1,048	$407K	0.12%	0	13F-HR Timeline
Phillips Wealth Planners LLC	1,028	$405K	0.37%	+22	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,044	$405K	0.06%	0	13F-HR Timeline Group
Global Assets Advisory, LLC	1,034	$404K	0.16%	-916	13F-HR Timeline
Register Financial Advisors LLC	1,038	$403K	0.18%	0	13F-HR Timeline
Elgethun Capital Management	1,038	$403K	0.08%	-29	13F-HR Timeline
Joule Financial, LLC	1,037	$403K	0.13%	-119	13F-HR Timeline
DF DENT & CO INC	1,036	$402K	0.01%	+276	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	1,036	$402K	0.03%	0	13F-HR Timeline
Lynx Investment Advisory	1,034	$401K	0.26%	+6	13F-HR Timeline
Smallwood Wealth Investment Management,…	1,028	$399K	0.23%	0	13F-HR Timeline
North Berkeley Wealth Management, LLC	1,028	$399K	0.37%	-772	13F-HR Timeline
Centric Wealth Management	957	$399K	0.1%	+35	13F-HR Timeline
Private Wealth Partners, LLC	1,027	$399K	0.03%	-100	13F-HR Timeline
N.E.W. Advisory Services LLC	1,027	$399K	0.04%	-78	13F-HR Timeline
BENDER ROBERT & ASSOCIATES	1,024	$398K	0.09%	-40	13F-HR Timeline
HORAN Wealth, LLC	1,023	$397K	0.12%		13F-HR Timeline
Wealthspire Retirement, LLC	1,022	$397K	0.03%	+11	13F-HR Timeline
WNY Asset Management, LLC	1,020	$396K	0.04%	+282	13F-HR Timeline
Highview Capital Management LLC/DE/	1,020	$396K	0.15%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	1,017	$395K	0.05%	-3	13F-HR Timeline
Ledgewood Wealth Advisors, LLC	1,017	$395K	0.25%	0	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	1,016	$394K	0.07%	-1	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	1,014	$394K	0.01%	-99	13F-HR Timeline
Syntegra Private Wealth Group, LLC	1,013	$393K	0.04%	+36	13F-HR Timeline
Good Steward Wealth Advisors,LLC	1,013	$393K	0.31%	+5	13F-HR Timeline
DOVER ADVISORS, LLC	1,012	$393K	0.17%	+69	13F-HR Timeline
D'Orazio & Associates, Inc.	1,012	$393K	0.06%	+27	13F-HR Timeline
SPC Financial, Inc.	1,011	$393K	0.03%	0	13F-HR Timeline
Exchange Capital Management, Inc.	1,011	$392K	0.06%	+73	13F-HR Timeline
Vigilare Wealth Management	1,011	$392K	0.15%	+350	13F-HR Timeline
COOKSON PEIRCE & CO INC	1,009	$392K	0.02%	-117	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	1,009	$392K	0.03%	+13	13F-HR Timeline Group
Family Capital Management, Inc.	1,008	$391K	0.21%	+192	13F-HR Timeline
Financial Advisors Network, Inc.	1,006	$391K	0.06%	-97	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	1,006	$390K	0.27%	+31	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	1,005	$390K	0.26%	+236	13F-HR Timeline
CWS Financial Advisors, LLC	1,004	$390K	0.11%	-300	13F-HR Timeline
Dale Q Rice Investment Management Ltd	944	$390K	0.32%	-944	13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,001	$389K	0.13%	0	13F-HR Timeline
Merrion Investment Management Co, LLC	1,000	$388K	0.25%	0	13F-HR Timeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …	1,000	$388K	0.01%	new	13F-HR Timeline Group
Prodigy Asset Management LLC	1,000	$388K	0.25%	0	13F-HR Timeline
Stonebrook Private Inc.	998	$387K	0.09%	-95	13F-HR Timeline
Moloney Securities Asset Management, LLC	998	$387K	0.05%	+87	13F-HR Timeline
Catalina Capital Group, LLC	990	$384K	0.26%	-248	13F-HR Timeline
Arcus Capital Partners, LLC	990	$384K	0.17%	+33	13F-HR Timeline
Fragasso Financial Advisors Inc	989	$384K	0.03%	+84	13F-HR Timeline
Manchester Capital Management LLC	988	$384K	0.05%	-228	13F-HR Timeline
Nautilus Advisors LLC	988	$383K	0.28%	0	13F-HR Timeline
Prentice Wealth Management LLC	987	$383K	0.1%	-304	13F-HR Timeline
HOME FEDERAL BANK OF TENNESSEE	984	$382K	0.11%	-1,200	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	984	$382K	0.03%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	984	$382K	0.07%	+15	13F-HR Timeline
PCG ASSET MANAGEMENT, LLC	980	$380K	0.33%	+60	13F-HR Timeline
KELLY LAWRENCE W & ASSOCIATES INC/CA	979	$380K	0.1%	0	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	980	$380K	<0.01%	+162	13F-HR Timeline Group
Plante Moran Financial Advisors, LLC	977	$379K	0.03%	-12	13F-HR Timeline
CHIRON CAPITAL MANAGEMENT, LLC	977	$379K	0.33%	new	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	977	$379K	0.13%	0	13F-HR Timeline
RW Investment Management LLC	976	$379K	0.04%	+351	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	984	$379K	0.05%	0	13F-HR Timeline Group
Washington Trust Bank	973	$378K	0.03%	-94	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
MJP ASSOCIATES INC /ADV	971	$377K	0.06%	-64	13F-HR Timeline
Vision Capital Management, Inc.	970	$377K	0.05%	+150	13F-HR Timeline
Centerpoint Advisory Group	970	$377K	0.33%	-50	13F-HR Timeline
Uniting Wealth Partners, LLC	969	$376K	0.15%	0	13F-HR Timeline
Apexium Financial, LP	967	$375K	0.02%	+22	13F-HR Timeline
SEAMOUNT FINANCIAL GROUP INC	962	$374K	0.19%	new	13F-HR Timeline
First Interstate Bank	960	$373K	0.02%	0	13F-HR Timeline
Hamilton Capital Partners Inc.	960	$373K	0.02%	+420	13F-HR Timeline
Aventura Private Wealth, LLC	957	$372K	0.16%	+36	13F-HR Timeline
State of Wyoming	956	$371K	0.05%	-889	13F-HR Timeline
Old North State Trust, LLC	955	$371K	0.25%	+72	13F-HR Timeline
WMG Financial Advisors, LLC	955	$371K	0.14%	+106	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	951	$369K	0.1%	+19	13F-HR Timeline Group
MOUNT VERNON ASSOCIATES INC /MD/	950	$369K	0.27%	0	13F-HR Timeline
Abbot Financial Management, Inc.	950	$369K	0.17%	0	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	949	$368K	0.09%	+60	13F-HR Timeline
Verus Financial Partners, Inc.	914	$368K	0.04%	0	13F-HR Timeline
Sivia Capital Partners, LLC	947	$368K	0.13%	-204	13F-HR/A Timeline
O'ROURKE & COMPANY, Inc	946	$367K	0.17%	+2	13F-HR Timeline
360 Financial, Inc.	945	$367K	0.12%	0	13F-HR Timeline
GeoWealth Management, LLC	942	$366K	0.01%	-1,963	13F-HR Timeline
Eagle Capital Management, LLC	939	$365K	0.16%	0	13F-HR Timeline
MASTER'S WEALTH MANAGEMENT INC.	938	$364K	0.17%	-117	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	938	$364K	0.02%	-82	13F-HR Timeline
Advantage Trust Co	937	$364K	0.18%	+370	13F-HR Timeline
Bouchey Financial Group, Ltd.	936	$363K	0.03%	+139	13F-HR Timeline
James J. Burns & Company, LLC	935	$363K	0.06%	+24	13F-HR Timeline
FIRST UNITED BANK & TRUST	935	$363K	0.13%	-15	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	933	$362K	0.42%	0	13F-HR Timeline
Great Diamond Partners, LLC	930	$361K	0.08%	new	13F-HR Timeline
American Institute for Advanced Investm…	930	$361K	0.26%	-75	13F-HR Timeline
Southland Equity Partners LLC	929	$361K	0.08%	+30	13F-HR Timeline
Crane Advisory, LLC	886	$360K	0.06%	-128	13F-HR Timeline
Chico Wealth RIA	926	$359K	0.28%	+177	13F-HR Timeline
Hutchens & Kramer Investment Management…	918	$359K	0.16%	-10	13F-HR Timeline
Strategic Financial Concepts, LLC	909	$359K	0.05%	+200	13F-HR Timeline
MANCHESTER FINANCIAL INC	924	$359K	0.08%	0	13F-HR Timeline
United Community Bankin group United Community Bank	923	$358K	0.12%	-139	13F-HR Timeline Group
ANCHOR CAPITAL ADVISORS LLC	922	$358K	0.01%	0	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	921	$357K	0.11%	-210	13F-HR Timeline
Carmel Capital Partners, LLC	917	$356K	0.12%	-121	13F-HR Timeline
Red Mountain Financial, LLC	916	$356K	0.39%	+129	13F-HR/A Timeline
Van Cleef Asset Management,Inc	915	$355K	0.04%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	912	$354K	0.03%	-285	13F-HR Timeline
Signature Resources Capital Management,…	912	$354K	0.22%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	912	$354K	0.15%	-33	13F-HR Timeline
West Wealth Group, LLC	826	$353K	0.09%	+170	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	910	$353K	0.03%	0	13F-HR Timeline
Heritage Financial Services, LLC	909	$353K	0.03%	-70	13F-HR Timeline
AlphaQuest LLC	909	$353K	0.03%	-7,950	13F-HR Timeline
United Advisor Group, LLC	908	$352K	0.06%	+71	13F-HR Timeline
SMART Wealth LLC	908	$352K	0.11%	-1,623	13F-HR Timeline
Catalyst Capital Advisors LLC	907	$352K	0.01%	+380	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	907	$352K	0.34%	-23	13F-HR Timeline
Avantra Family Wealth, Inc.	905	$351K	0.29%	0	13F-HR Timeline
Crestmont Private Wealth LLC	905	$351K	0.13%	+3	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	904	$351K	0.05%	-48	13F-HR Timeline
WINSLOW ASSET MANAGEMENT INC	905	$351K	0.07%	-10	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	870	$350K	0.02%	+12	13F-HR Timeline
HTG Investment Advisors, Inc.	900	$349K	0.13%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	900	$349K	0.04%	0	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	900	$349K	0.23%	0	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	900	$349K	<0.01%	+230	13F-HR Timeline Group
Severin Investments, LLC	898	$349K	0.33%	-1,167	13F-HR Timeline
Smith Thornton Advisors LLC	896	$348K	0.2%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	893	$347K	0.08%	-225	13F-HR Timeline
Spartan Planning & Wealth Management	892	$346K	0.3%	new	13F-HR Timeline
Chemistry Wealth Management LLC	891	$346K	0.07%	0	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	890	$346K	0.07%	-21	13F-HR Timeline
Costello Asset Management, INC	890	$346K	0.13%	0	13F-HR Timeline
Keebeck Wealth Management	889	$345K	0.05%	+9	13F-HR Timeline
HBW ADVISORY SERVICES LLC	887	$344K	0.04%	+86	13F-HR Timeline
Pekin Hardy Strauss, Inc.	886	$344K	0.04%	+100	13F-HR Timeline
Mayfair Advisory Group, LLC	825	$343K	0.16%	-19	13F-HR Timeline
Hamilton Capital, LLC	882	$342K	0.02%	-13	13F-HR Timeline
Requisite Capital Management, LLC	880	$342K	0.07%	+3	13F-HR Timeline
JSF Financial, LLC	880	$342K	0.08%	-45	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	878	$341K	0.07%	-2	13F-HR Timeline
Waterford Advisors, LLC	8,316	$340K	0.14%	+7,439	13F-HR Timeline
HF Advisory Group, LLC	877	$340K	0.13%	+140	13F-HR Timeline
Adams Wealth Management	876	$340K	0.06%	0	13F-HR Timeline
CacheTech Inc.	876	$340K	0.06%	0	13F-HR Timeline
BXM Wealth LLC	874	$339K	0.4%	+43	13F-HR Timeline
Strategies Wealth Advisors, LLC	874	$339K	0.04%	-8	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	873	$339K	0.01%	-44	13F-HR Timeline
LifePlan Financial, LLC	873	$339K	0.28%	-6	13F-HR Timeline
Caitlin John, LLC	873	$339K	0.31%	new	13F-HR Timeline
Wall Street Financial Group, Inc.	873	$339K	0.31%	new	13F-HR Timeline
Medallion Wealth Advisors, LLC	866	$338K	0.13%	0	13F-HR Timeline
Ballew Advisors, Inc	849	$338K	0.2%	-29	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	870	$338K	0.06%	-100	13F-HR Timeline
Cullen Capital Management, LLC	869	$337K	<0.01%	0	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	867	$337K	0.02%	-150	13F-HR Timeline
GEM Asset Management, LLC	858	$336K	0.17%	+209	13F-HR Timeline
Holland Advisory Services, Inc.	864	$335K	0.49%	+1	13F-HR Timeline
Madison Wealth Partners, Inc	863	$335K	0.07%	0	13F-HR Timeline
Holistic Financial Partners	861	$334K	0.15%	+89	13F-HR Timeline
Jupiter Wealth Management LLC	808	$334K	0.17%	0	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	836	$333K	0.04%	0	13F-HR Timeline
Wescott Financial Advisory Group, LLC	856	$332K	0.03%	+15	13F-HR Timeline
Measured Wealth Private Client Group, L…	852	$331K	0.1%	-464	13F-HR Timeline
Prostatis Group LLC	852	$331K	0.09%	-176	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	852	$331K	0.06%	+8	13F-HR Timeline
waypoint wealth counsel	852	$331K	0.16%	+10	13F-HR Timeline
Arista Wealth Management, LLC	851	$330K	0.05%	new	13F-HR Timeline
Milestones Private Investment Advisors …	850	$330K	0.24%		13F-HR Timeline
Financial Council, LLC	850	$330K	0.16%	0	13F-HR Timeline
Omnia Family Wealth, LLC	850	$330K	0.12%	+84	13F-HR Timeline
Peterson Wealth Advisors, LLC	849	$330K	0.05%	+89	13F-HR Timeline
QTR Family Wealth, LLC	849	$329K	0.2%	+31	13F-HR Timeline
ALLSTATE CORPin group ALLSTATE CORP	848	$329K	0.02%	-11,852	13F-HR Timeline Group
BARON SILVER STEVENS FINANCIAL ADVISORS…	846	$328K	0.05%	+63	13F-HR Timeline
Keystone Financial Group	846	$328K	0.03%	-40	13F-HR Timeline
M.E. ALLISON & CO., INC.	845	$328K	0.26%	+1	13F-HR Timeline
denkapparat Operations GmbH	844	$328K	0.26%	0	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	842	$327K	0.04%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	841	$327K	0.11%	+110	13F-HR Timeline
Crown Wealth Group, LLC	841	$326K	0.12%	-26	13F-HR Timeline
South Street Advisors LLC	840	$326K	0.05%	0	13F-HR Timeline
Northwest Financial Advisors	840	$326K	0.45%	-10	13F-HR Timeline
Syverson Strege & Co	839	$326K	0.08%	new	13F-HR Timeline
Tortoise Investment Management, LLC	839	$326K	0.03%	+12	13F-HR Timeline
WealthBridge Capital Management, LLC	839	$326K	0.08%	-294	13F-HR Timeline
CAP Partners, LLC	839	$326K	0.2%	+28	13F-HR Timeline
ORG Partners LLC	612	$325K	0.07%	+41	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	835	$324K	0.02%	0	13F-HR Timeline