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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Integrated Investment Consultants, LLC1,276$904K0.19%+7713F-HRTimeline
Bridgewealth Advisory Group, LLC1,275$903K0.19%+1313F-HRTimeline
First Nebraska Trust Co1,272$901K0.08%+1613F-HRTimeline
Quadcap Wealth Management, LLC1,271$900K0.1%-7113F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,270$900K0.44%013F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC1,267$898K0.58%+613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,267$898K0.31%-6813F-HRTimeline
GeoWealth Management, LLC1,266$897K0.03%+8713F-HRTimeline
Bay Capital Advisors, LLC1,266$897K0.55%-813F-HRTimeline
Silver Coast Investments LLC1,265$896K0.29%-5213F-HRTimeline
Oliver Luxxe Assets LLC1,262$894K0.13%-113F-HRTimeline
Keystone Wealth Services, LLC1,261$893K0.19%-22013F-HRTimeline
Meridian Financial Partners LLC1,229$891K0.34%+1413F-HRTimeline
QTR Family Wealth, LLC1,119$889K0.37%+1113F-HRTimeline
Orange Investment Advisors, Inc.1,254$888K0.12%-17513F-HR/ATimeline
GLOBALT Investments LLC / GA1,253$888K0.03%new13F-HRTimeline
Henson-Edgewater Management, LLC1,252$887K0.56%+5213F-HRTimeline
J. Team Financial, Inc.1,252$887K0.99%-19213F-HRTimeline
New England Research & Management, Inc.1,250$886K0.37%-8113F-HRTimeline
Evanson Asset Management, LLC1,250$886K0.05%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,250$885K0.23%+113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,250$885K0.26%-16513F-HRTimeline
Centric Wealth Management1,012$885K0.18%+213F-HRTimeline
LFA - Lugano Financial Advisors SA1,250$884K0.45%013F-HRTimeline
Sonoma Allocations LLC1,220$884K0.3%-3013F-HRTimeline
Gilman Hill Asset Management, LLC1,243$881K0.13%+1313F-HRTimeline
Greenline Partners, LLC1,242$880K0.09%013F-HRTimeline
Keating Financial Advisory Services, In…1,240$879K0.14%-1,80213F-HRTimeline
Basepoint Wealth LLC1,237$877K0.5%-2713F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,237$876K0.21%013F-HRTimeline
Asset Planning,Inc1,236$876K0.62%+113F-HRTimeline
Virtue Capital Management, LLC1,311$875K0.13%+12013F-HRTimeline
Bangor Savings Bank1,231$872K0.07%-5013F-HRTimeline
West Family Investments, Inc.1,230$871K0.31%-99713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,228$870K0.01%-9913F-HRTimelineGroup
J2 Capital Management Inc1,227$869K0.6%-5413F-HRTimeline
Heritage Wealth Advisors1,223$866K0.03%-1,30013F-HRTimeline
Private Capital Management, LLC1,220$864K0.09%013F-HRTimeline
Joule Financial, LLC1,220$864K0.25%-1413F-HRTimeline
Marin Bay Wealth Advisors, LLC1,219$864K0.52%-4813F-HRTimeline
Independent Solutions Wealth Management…1,219$864K0.13%+66113F-HRTimeline
Pinnacle Financial Group, LLC / IL1,217$863K0.24%-24013F-HRTimeline
CHILTON INVESTMENT CO INC.1,215$861K0.02%-9,84413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,215$861K0.06%+11513F-HRTimelineGroup
Northstar Financial Companies, Inc.1,215$860K0.68%-813F-HRTimeline
Vines Capital Management, LLC1,214$860K0.85%013F-HRTimeline
Generali Investments, Management Co LLC1,208$856K0.2%-1,32113F-HRTimeline
BlueStem Wealth Partners, LLC1,208$856K0.1%+1613F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,207$855K0.42%new13F-HRTimeline
Legacy Financial Group LLC1,206$855K0.11%013F-HRTimeline
Maple Capital Management, Inc.1,206$855K0.06%+39013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,206$854K0.37%-1213F-HRTimeline
JT Stratford LLC1,206$854K0.11%+2013F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,205$853K0.09%-713F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,204$853K0.16%+2113F-HRTimeline
Black Diamond Financial, LLC1,202$852K0.09%+29113F-HRTimeline
TFB Advisors LLC1,202$852K0.45%-5913F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,196$848K0.5%13F-HRTimeline
Comprehensive Financial Consultants Ins…1,196$847K0.25%+113F-HRTimeline
TBH Global Asset Management, LLC1,194$846K0.17%-27613F-HRTimeline
Spartan Planning & Wealth Management1,192$845K0.62%+20913F-HRTimeline
McElhenny Sheffield Capital Management,…1,190$843K0.21%+5213F-HRTimeline
American Money Management, LLC1,187$841K0.13%013F-HRTimeline
Integrity Wealth Solutions LLC1,185$840K0.33%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,183$838K0.06%+9913F-HRTimeline
Curbstone Financial Management Corp1,182$837K0.16%-4013F-HRTimeline
Northwest Bancshares, Inc.1,180$836K0.17%-3013F-HRTimeline
Five Oceans Advisors1,179$835K0.3%+413F-HRTimeline
Braun-Bostich & Associates Inc.1,178$835K0.52%-3213F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,176$833K0.22%+4913F-HRTimeline
Hamilton Capital, LLC1,175$832K0.04%+14713F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,175$832K0.16%013F-HRTimeline
Westshore Wealth, LLC1,174$832K0.29%-3613F-HRTimeline
Bull Harbor Capital LLC1,171$830K0.22%13F-HRTimeline
Pathfinder Wealth Consulting, Inc.1,171$830K0.54%-3713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,171$829K0.36%013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC1,170$829K0.42%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,169$828K0.07%+6613F-HRTimeline
United Community Bankin group United Community Bank1,166$826K0.28%+513F-HRTimelineGroup
Sunbeam Capital Management, LLC1,164$825K0.47%+1313F-HRTimeline
Oasis Advisors, LLC1,157$823K0.16%new13F-HRTimeline
Parkway Wealth Management Group, LLC1,044$821K0.1%-19513F-HRTimeline
BROGAN FINANCIAL, INC.1,159$821K0.36%-3513F-HRTimeline
ANCHYRA PARTNERS LLC1,159$821K0.25%+8313F-HRTimeline
Chico Wealth RIA1,157$820K0.5%+413F-HRTimeline
Silver Grove Financial Group, Inc.1,157$820K0.66%new13F-HRTimeline
WealthShield Partners, LLC1,155$818K0.09%+2013F-HRTimeline
Fingerlakes Wealth Management, Inc.1,153$817K0.54%-1413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,153$817K0.1%-23513F-HRTimeline
SCHULHOFF & CO INC1,152$816K0.34%-4113F-HRTimeline
Alan B Lancz & Associates, Inc.1,150$815K0.79%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,148$813K0.41%-1313F-HRTimelineGroup
Lakewood Asset Management LLC1,145$811K0.52%-2813F-HRTimeline
BAKER BOYER NATIONAL BANK1,145$811K0.24%013F-HRTimeline
Monte Financial Group, LLC1,145$811K0.29%-3613F-HRTimeline
NTV Asset Management LLC1,145$811K0.09%-713F-HRTimeline
Dale Q Rice Investment Management Ltd1,144$810K0.61%+20013F-HRTimeline
Finivi Inc.1,142$809K0.44%-15013F-HRTimeline
Paragon Private Wealth Management, LLC1,138$807K0.25%+14713F-HRTimeline
Longview Financial Advisors LLC1,138$806K0.44%013F-HRTimeline
CHRISTINE MESSMER PC1,136$805K0.51%+213F-HRTimeline
Legacy Capital Group California, Inc.1,136$805K0.31%-91213F-HRTimeline
NorthStar Asset Management LLC /NJ/1,133$803K0.39%-913F-HRTimeline
Sageworth Trust Co1,133$803K0.03%+20213F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,133$803K0.57%-213F-HRTimeline
LJI Wealth Management, LLC1,132$802K0.13%+713F-HRTimeline
Narus Financial Partners, LLC1,130$801K0.21%+23213F-HRTimeline
Linden Thomas Advisory Services, LLC1,129$800K0.08%+41813F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,126$798K0.12%+813F-HRTimeline
AVISO WEALTH MANAGEMENT1,125$797K0.36%-1,60413F-HRTimeline
PUZO MICHAEL J1,125$797K0.23%-1,17513F-HRTimeline
Armstrong, Fleming & Moore, Inc1,124$796K0.34%013F-HRTimeline
Daviman Financial, LLC1,123$796K0.47%+13113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,122$795K0.11%-1213F-HRTimeline
Clarion Wealth Managment Partners, LLC1,121$794K0.72%-15113F-HRTimeline
Towne Trust Company, N.A1,120$793K0.25%-14713F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,120$793K0.4%013F-HRTimeline
Tennessee Valley Asset Management Partn…1,118$792K0.1%-113F-HRTimeline
CHICAGO TRUST Co NA1,116$791K0.13%-313F-HRTimeline
Sunflower Bank, N.A.1,114$789K0.2%-21513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,113$789K0.02%-1313F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,113$789K0.02%+9913F-HRTimeline
Firestone Capital Management1,113$788K0.16%+513F-HRTimeline
Coastwise Capital Group, LLC1,110$786K0.44%-1613F-HRTimeline
American State Bank (Iowa)1,108$785K0.38%+613F-HRTimeline
Verum Partners LLC1,105$783K0.15%+5013F-HRTimeline
Family Capital Management, Inc.1,104$782K0.35%-38313F-HRTimeline
Verus Financial Partners, Inc.1,010$781K0.07%-5413F-HRTimeline
Haven Private, LLC1,101$780K0.34%+1713F-HRTimeline
Lynx Investment Advisory1,101$780K0.37%-313F-HRTimeline
New Paradigm Capital Management, LLCin group New Paradigm Capital Manageme…1,100$779K1.66%13F-HRTimelineGroup
Royal Capital Wealth Management, LLC1,100$779K0.49%013F-HRTimeline
Center for Wealth Management Advisory1,100$779K0.56%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,099$779K0.24%-3813F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE1,097$777K0.19%+11313F-HRTimeline
Range Advisory, LLC1,096$776K0.14%+42413F-HRTimeline
Landmark Wealth Management, LLC1,095$776K0.21%new13F-HRTimeline
360 Financial, Inc.1,095$776K0.23%013F-HRTimeline
PATHWAY WEALTH MANAGEMENT LLC1,095$776K0.73%013F-HRTimeline
Strategies Wealth Advisors, LLC1,094$775K0.08%+24013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…1,093$774K0.36%-4,46913F-HRTimelineGroup
ADE, LLC1,090$772K0.37%013F-HRTimeline
Koss-Olinger Consulting, LLC1,088$771K0.06%-12613F-HRTimeline
Crews Bank & Trust1,087$770K0.11%-4713F-HRTimeline
Trust Co of Kansas1,085$769K0.42%-10013F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC1,085$769K0.08%new13F-HRTimeline
Mayfair Advisory Group, LLC1,085$768K0.27%+26013F-HRTimeline
Meridian Wealth Advisors, LLC1,082$766K0.1%+1413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,080$765K0.36%+413F-HRTimeline
Aspire Growth Partners LLC1,077$763K0.52%+213F-HRTimeline
CJM Wealth Advisers, Ltd.1,075$762K0.23%-13213F-HRTimeline
SYM FINANCIAL Corp1,075$761K0.08%+2813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC1,074$761K0.08%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,074$761K0.2%-313F-HRTimeline
Wealth Dimensions Group, Ltd.1,071$759K0.15%-1013F-HRTimeline
D'Orazio & Associates, Inc.1,071$758K0.1%+813F-HRTimeline
Compass Financial Group, INC/SD1,065$754K0.11%+113F-HRTimeline
Crown Wealth Group, LLC1,064$754K0.22%+4213F-HRTimeline
EWA, LLC1,064$754K0.17%+17013F-HRTimeline
Onyx Financial Advisors, LLC1,064$754K0.31%+213F-HRTimeline
SkyOak Wealth, LLC1,064$754K0.14%013F-HRTimeline
Van Cleef Asset Management,Inc1,063$753K0.08%-2513F-HRTimeline
Phillips Wealth Planners LLC811$752K0.57%-11213F-HRTimeline
Crestmont Private Wealth LLC1,060$751K0.24%+6313F-HRTimeline
Peachtree Investment Partners, LLC1,060$751K0.29%+2413F-HRTimeline
Formidable Asset Management, LLC1,308$749K0.12%+2613F-HRTimeline
Richmond Investment Services, LLC1,057$749K0.12%+24713F-HRTimeline
MILLER WEALTH ADVISORS, LLC1,056$748K0.29%013F-HRTimeline
Gradient Capital Advisors, LLC1,056$748K0.19%-6413F-HRTimeline
North Berkeley Wealth Management, LLC1,055$747K0.4%-17313F-HRTimeline
Wealth Advisors of Iowa, LLC1,054$747K0.23%+113F-HRTimeline
Wall Street Financial Group, Inc.1,053$746K0.44%+6013F-HRTimeline
Stonebrook Private Inc.1,052$745K0.16%+3313F-HRTimeline
FAIRFIELD, BUSH & CO.1,050$744K0.41%-5013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,050$744K0.05%-15013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,039$736K0.07%+3113F-HRTimelineGroup
Arsenal Capital Advisors LLC1,039$736K0.53%+313F-HRTimeline
Dala Group, LLC1,043$735K0.61%+2513F-HRTimeline
Southland Equity Partners LLC1,036$734K0.14%+10613F-HRTimeline
N.E.W. Advisory Services LLC1,035$734K0.05%+813F-HRTimeline
CFC Planning Co LLC1,035$733K0.53%-5,53113F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,035$733K0.09%+2013F-HRTimeline
Aventura Private Wealth, LLC1,033$732K0.27%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,033$732K0.33%-7313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,030$730K0.43%-3413F-HRTimeline
Jupiter Wealth Management LLC808$729K0.29%013F-HRTimeline
Smallwood Wealth Investment Management,…1,028$729K0.38%013F-HRTimeline
Private Wealth Partners, LLC1,027$728K0.06%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,025$726K1.11%-1513F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,025$726K0.1%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,025$726K0.1%+16913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,023$725K0.07%+1513F-HRTimeline
Global Assets Advisory, LLC1,019$722K0.21%+1013F-HRTimeline
CHANNEL WEALTH LLC1,018$721K0.17%-18513F-HRTimeline
Wagner Wealth Management, Corp1,018$721K0.65%-34313F-HRTimeline
True Wealth Design, LLC1,017$721K0.2%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,017$721K0.18%-5913F-HRTimeline
Ledgewood Wealth Advisors, LLC1,017$721K0.41%013F-HRTimeline
Schneider Downs Wealth Management Advis…1,015$719K0.08%013F-HRTimeline
Arbor Investment Advisors, LLC1,014$718K0.09%013F-HRTimeline