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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Asset Planning,Inc1,235$707K0.5%+213F-HRTimeline
Joule Financial, LLC1,234$707K0.21%+413F-HRTimeline
Wealth Intelligence, LLC1,232$706K0.35%13F-HRTimeline
Gilman Hill Asset Management, LLC1,230$705K0.11%+2013F-HRTimeline
North Berkeley Wealth Management, LLC1,228$703K0.41%+20013F-HRTimeline
Northstar Financial Companies, Inc.1,223$700K0.56%+2513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,222$700K0.22%+2813F-HRTimeline
Curbstone Financial Management Corp1,222$700K0.13%013F-HRTimeline
China Universal Asset Management Co., L…1,221$699K0.05%+2113F-HRTimeline
Private Capital Management, LLC1,220$699K0.07%new13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,218$698K0.27%-1613F-HRTimeline
Centric Wealth Management1,010$698K0.15%+2313F-HRTimeline
Cambria Investment Management, L.P.1,214$695K0.04%+52913F-HRTimeline
Vines Capital Management, LLC1,214$695K0.68%13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,214$695K0.18%-10013F-HRTimeline
Koss-Olinger Consulting, LLC1,214$695K0.05%-19913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,076$695K0.35%-7913F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,212$694K0.07%-2113F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.1,212$694K0.11%new13F-HRTimeline
Northwest Bancshares, Inc.1,210$693K0.13%-5013F-HRTimeline
Braun-Bostich & Associates Inc.1,210$693K0.43%-4413F-HRTimeline
Westshore Wealth, LLC1,210$693K0.23%-7813F-HRTimeline
Pathfinder Wealth Consulting, Inc.1,208$692K0.44%13F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP1,000$692K0.06%new13F-HRTimelineGroup
Rare Wolf Capital LLC1,207$691K0.43%13F-HRTimeline
CJM Wealth Advisers, Ltd.1,207$691K0.21%+413F-HRTimeline
Philip James Wealth Mangement, LLC1,205$691K0.08%-213F-HRTimeline
Kaizen Financial Strategies1,205$690K0.3%+313F-HRTimeline
CHANNEL WEALTH LLC1,203$689K0.17%-23813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,200$687K0.04%013F-HRTimeline
Henson-Edgewater Management, LLC1,200$687K0.41%13F-HR/ATimeline
Integrated Investment Consultants, LLC1,199$687K0.13%013F-HR/ATimeline
SENTRY INVESTMENT MANAGEMENT LLC1,195$685K0.45%013F-HRTimeline
Comprehensive Financial Consultants Ins…1,195$685K0.21%-20213F-HRTimeline
BROGAN FINANCIAL, INC.1,194$684K0.3%+313F-HRTimeline
SCHULHOFF & CO INC1,193$683K0.29%-2813F-HRTimeline
BlueStem Wealth Partners, LLC1,192$683K0.08%+1513F-HRTimeline
Archer Investment Corp1,192$683K0.15%-11313F-HRTimeline
Archford Capital Strategies, LLC1,191$682K0.08%+913F-HRTimeline
Three Seasons Wealth, LLC1,190$682K0.06%new13F-HRTimeline
American Money Management, LLC1,187$680K0.11%-3313F-HRTimeline
JT Stratford LLC1,186$679K0.09%-2713F-HRTimeline
Trust Co of Kansas1,185$679K0.31%013F-HRTimeline
Integrity Wealth Solutions LLC1,185$679K0.27%+56413F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,184$679K0.16%+95913F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,183$678K0.14%+413F-HRTimeline
Verus Financial Partners, Inc.1,064$677K0.06%+15013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,181$677K0.24%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Monte Financial Group, LLC1,181$677K0.25%-2713F-HRTimeline
TrustWell Financial Advisors, LLC1,181$677K0.65%13F-HRTimeline
GeoWealth Management, LLC1,179$676K0.02%+6013F-HRTimeline
Destination Wealth Management1,177$675K0.02%-7713F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,175$673K0.13%+7513F-HRTimeline
Five Oceans Advisors1,175$673K0.24%+213F-HRTimeline
Lakewood Asset Management LLC1,173$672K0.39%-63213F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,171$671K0.31%+113F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC1,170$670K0.34%013F-HRTimeline
DAVIDSON TRUST CO1,168$669K0.28%-9413F-HRTimeline
Fingerlakes Wealth Management, Inc.1,167$669K0.42%-2613F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,164$667K0.24%-7613F-HRTimeline
United Community Bankin group United Community Bank1,161$665K0.25%+513F-HRTimelineGroup
Enterprise Financial Services Corpin group Enterprise Financial Services…1,161$665K0.34%-213F-HRTimelineGroup
Farringdon Capital, Ltd.1,160$665K0.16%new13F-HRTimeline
Keebeck Wealth Management1,159$664K0.08%+19513F-HRTimeline
Chico Wealth RIA1,153$660K0.43%+2613F-HRTimeline
NTV Asset Management LLC1,152$660K0.07%+113F-HRTimeline
Sunbeam Capital Management, LLC1,151$659K0.39%+513F-HRTimeline
Alan B Lancz & Associates, Inc.1,150$659K0.58%013F-HRTimeline
Rockline Wealth Management, LLC1,149$658K0.13%+10013F-HRTimeline
BAKER BOYER NATIONAL BANK1,145$656K0.2%+5313F-HRTimeline
Triad Wealth Partners, LLC1,145$656K0.06%+37213F-HRTimeline
NorthStar Asset Management LLC /NJ/1,142$654K0.29%-913F-HRTimeline
Birchcreek Wealth Management, LLC1,139$652K0.32%-5013F-HRTimeline
Longview Financial Advisors LLC1,138$652K0.36%-5213F-HRTimeline
McElhenny Sheffield Capital Management,…1,138$652K0.16%-97413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,137$652K0.21%+3613F-HRTimeline
WealthShield Partners, LLC1,135$650K0.07%+1313F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,135$650K0.47%-613F-HRTimeline
111 Capital1,135$650K0.14%new13F-HRTimeline
CHRISTINE MESSMER PC1,134$650K0.42%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,134$650K0.09%+2013F-HRTimeline
Crews Bank & Trust1,134$650K0.09%-5013F-HRTimeline
Annex Advisory Services, LLC1,132$649K0.01%+1113F-HRTimeline
Voleon Capital Management LP1,129$647K0.01%-8,72613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,127$645K0.18%+613F-HRTimeline
Coastwise Capital Group, LLC1,126$645K0.32%-4213F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,126$645K0.01%-1613F-HRTimeline
LJI Wealth Management, LLC1,125$645K0.1%+7613F-HRTimeline
Armstrong, Fleming & Moore, Inc1,124$644K0.3%-6013F-HRTimeline
Global X Japan Co., Ltd.1,123$643K0.05%-30613F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,120$642K0.32%013F-HRTimeline
Gradient Capital Advisors, LLC1,120$641K0.17%-513F-HRTimeline
Tennessee Valley Asset Management Partn…1,119$641K0.08%-6313F-HRTimeline
Brady Martz Wealth Solutions, LLC1,119$641K0.11%+64413F-HRTimeline
CHICAGO TRUST Co NA1,119$641K0.1%-10013F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,118$640K0.1%-1013F-HRTimeline
Laurel Wealth Advisors LLC1,117$640K0.08%013F-HRTimeline
Elgethun Capital Management1,113$638K0.11%+7513F-HRTimeline
Fragasso Financial Advisors Inc1,111$637K0.04%+7513F-HRTimeline
Maxele Advisors, LLC1,111$636K0.52%-913F-HRTimeline
Firestone Capital Management1,108$634K0.13%+113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,106$634K0.27%-3313F-HRTimeline
Lynx Investment Advisory1,104$632K0.34%+6013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,103$632K0.05%013F-HRTimeline
American State Bank (Iowa)1,102$631K0.3%-5213F-HRTimeline
Expressive Wealth LLC1,101$631K0.68%13F-HRTimeline
FAIRFIELD, BUSH & CO.1,100$630K0.33%-8013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,100$630K0.05%013F-HRTimelineGroup
Royal Capital Wealth Management, LLC1,100$630K0.37%013F-HRTimeline
Center for Wealth Management Advisory1,100$630K0.46%13F-HRTimeline
360 Financial, Inc.1,095$627K0.19%013F-HR/ATimeline
PATHWAY WEALTH MANAGEMENT LLC1,095$627K0.57%13F-HRTimeline
ADE, LLC1,090$624K0.3%013F-HRTimeline
Commonwealth Financial Services, LLC1,089$624K0.1%+3613F-HRTimeline
Van Cleef Asset Management,Inc1,088$623K0.06%+17313F-HRTimeline
Strategic Wealth Partners, Ltd.1,084$621K0.04%-8513F-HRTimeline
BEARING POINT CAPITAL, LLC1,084$621K0.1%new13F-HRTimeline
Haven Private, LLC1,084$621K0.27%+6013F-HRTimeline
Wealth Dimensions Group, Ltd.1,081$619K0.12%+1013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,077$617K0.16%+5313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,076$616K0.15%-8313F-HRTimeline
ANCHYRA PARTNERS LLC1,076$616K0.19%13F-HRTimeline
Aspire Growth Partners LLC1,075$616K0.43%+313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC1,074$615K0.07%013F-HRTimeline
Intrua Financial, LLC1,073$615K0.07%-2313F-HRTimeline
Ransom Advisory, Ltd1,070$613K0.24%-12513F-HRTimeline
Jupiter Wealth Management LLC808$613K0.27%013F-HRTimeline
Atlas Legacy Advisors, LLC1,048$612K0.11%+20713F-HRTimeline
Meridian Wealth Advisors, LLC1,068$612K0.08%-1,33013F-HRTimeline
Formidable Asset Management, LLC1,282$612K0.09%-2013F-HRTimeline
XY Planning Network, Inc.1,068$612K0.11%+34213F-HRTimeline
Consilium Wealth Advisory, LLC1,068$612K0.23%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,064$610K0.39%013F-HRTimeline
Compass Financial Group, INC/SD1,064$609K0.09%-5613F-HRTimeline
SkyOak Wealth, LLC1,064$609K0.11%-3713F-HRTimeline
D'Orazio & Associates, Inc.1,063$609K0.08%+3413F-HRTimeline
Onyx Financial Advisors, LLC1,062$608K0.26%+313F-HRTimeline
Ring Mountain Capital, LLC940$608K0.31%-3713F-HRTimeline
Manchester Capital Management LLC1,061$608K0.08%+9613F-HRTimeline
MILLER WEALTH ADVISORS, LLC1,056$605K0.22%013F-HR/ATimeline
Verum Partners LLC1,055$604K0.12%+713F-HRTimeline
Wealth Advisors of Iowa, LLC1,053$603K0.2%+58513F-HRTimeline
Antonelli Financial Advisors, LLC1,053$603K0.4%013F-HRTimeline
Clarity Wealth Advisors, LLC1,052$603K0.12%013F-HRTimeline
Syntegra Private Wealth Group, LLC1,050$602K0.06%+1313F-HRTimeline
Town & Country Bank & Trust CO dba Firs…1,048$600K0.2%013F-HRTimeline
SYM FINANCIAL Corp1,047$600K0.06%+6213F-HRTimeline
GPS Wealth Strategies Group, LLC1,043$598K0.51%-3,35613F-HRTimeline
American Investment Services, Inc.1,043$598K0.14%+61513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,040$596K0.86%+1513F-HRTimeline
Phillips Wealth Planners LLC923$596K0.48%-12113F-HRTimeline
Peachtree Investment Partners, LLC1,036$594K0.2%+50413F-HRTimeline
Arsenal Capital Advisors LLC1,036$594K0.42%13F-HRTimeline
Eaton Financial Holdings Company, LLC1,035$593K0.16%-2813F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,035$593K0.21%+3113F-HRTimeline
AXS Investments LLC1,034$592K0.2%+35013F-HR/ATimeline
Aventura Private Wealth, LLC1,033$592K0.21%+1013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,030$590K0.11%-4013F-HRTimeline
Westside Investment Management, Inc.1,002$589K0.09%+7613F-HRTimeline
Smallwood Wealth Investment Management,…1,028$589K0.31%013F-HRTimeline
Hamilton Capital, LLC1,028$589K0.03%13F-HRTimeline
N.E.W. Advisory Services LLC1,027$588K0.04%013F-HRTimeline
Private Wealth Partners, LLC1,027$588K0.04%013F-HRTimeline
Canvas Wealth Advisors, LLC1,027$588K0.1%+713F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,025$587K0.06%+9413F-HRTimeline
Crown Wealth Group, LLC1,022$585K0.16%+6813F-HRTimeline
Financial Advisors Network, Inc.1,020$584K0.08%+1413F-HRTimeline
Stonebrook Private Inc.1,019$584K0.12%+1813F-HRTimeline
FOCUSED ALPHA, LLC1,019$584K0.17%13F-HRTimeline
Dala Group, LLC1,018$583K0.51%13F-HRTimeline
True Wealth Design, LLC1,017$583K0.17%+22813F-HRTimeline
Ledgewood Wealth Advisors, LLC1,017$583K0.34%013F-HRTimeline
Kera Capital Partners, Inc.886$582K0.07%+35213F-HRTimeline
Schneider Downs Wealth Management Advis…1,015$581K0.07%new13F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,015$581K0.07%+30813F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,014$581K0.02%013F-HRTimeline
Arbor Investment Advisors, LLC1,014$581K0.08%-313F-HRTimeline
Castle Rock Wealth Management, LLC834$580K0.13%+9113F-HRTimeline
SEVEN MILE ADVISORY1,011$579K0.1%-13313F-HRTimeline
COFG Advisors, LLC1,009$578K0.14%13F-HRTimeline
COOKSON PEIRCE & CO INC1,009$578K0.02%-313F-HRTimeline
Global Assets Advisory, LLC1,009$578K0.17%-513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,008$578K0.07%+2813F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/1,008$577K0.22%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,008$577K0.06%-7113F-HRTimeline
Capstone Wealth Management, Inc.977$577K0.51%13F-HRTimeline
Williamson Legacy Group, LLC1,005$576K0.45%new13F-HRTimeline
DOVER ADVISORS, LLC1,005$576K0.22%013F-HRTimeline
CWS Financial Advisors, LLC1,004$575K0.16%013F-HRTimeline
Garden State Investment Advisory Servic…1,001$574K0.14%-17313F-HRTimeline
U S GLOBAL INVESTORS INC1,000$573K0.06%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,000$573K0.08%-5613F-HRTimelineGroup
First Western Trust Bank1,000$573K0.03%013F-HRTimeline
Alamar Capital Management, LLC1,000$573K0.32%new13F-HRTimeline
Connective Portfolio Management, LLC1,000$573K1.03%-1,00013F-HRTimeline
Prodigy Asset Management LLC1,000$573K0.2%013F-HRTimeline
Alpha Wealth Funds, LLC1,000$573K0.38%013F-HRTimeline
Washington Trust Bank997$571K0.04%+4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crestmont Private Wealth LLC997$571K0.19%+1813F-HRTimeline
Prostatis Group LLC995$570K0.14%+40213F-HRTimeline