CAT CATERPILLAR INC

COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers: 4,003
13F filers: 4,069
New: 394
Added: 1,441
Reduced: 1,608
Sold out: 106
Shares held by filers: 330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Trust Co of Kansas	985	$1.05M	0.54%	-100	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	984	$1.05M	0.15%	-41	13F-HR Timeline
Formidable Asset Management, LLC	1,478	$1.05M	0.17%	+170	13F-HR Timeline
SHRIER WEALTH MANAGEMENT, LLC	982	$1.05M	0.35%	+338	13F-HR Timeline
True Wealth Design, LLC	980	$1.04M	0.25%	-37	13F-HR Timeline
Accent Capital Management, LLC	980	$1.04M	0.45%	+904	13F-HR Timeline
KELLY LAWRENCE W & ASSOCIATES INC/CA	979	$1.04M	0.22%	0	13F-HR Timeline
Raleigh Capital Management Inc.	979	$1.04M	0.33%	-624	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	978	$1.04M	0.09%	-61	13F-HR Timeline Group
Fosun International Ltd	978	$1.04M	0.23%	0	13F-HR Timeline
RW Investment Management LLC	978	$1.04M	0.09%	0	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	977	$1.04M	0.27%	0	13F-HR Timeline
Glass Wealth Management Co LLC	977	$1.04M	0.35%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	973	$1.04M	0.08%	+29	13F-HR Timeline
Vision Capital Management, Inc.	973	$1.04M	0.12%	+200	13F-HR Timeline
STABLEFORD CAPITAL II LLC	973	$1.04M	0.36%	-380	13F-HR Timeline
Requisite Capital Management, LLC	972	$1.04M	0.17%	+86	13F-HR Timeline
Lynx Investment Advisory	972	$1.04M	0.34%	-129	13F-HR Timeline
Second Line Capital, LLC	972	$1.04M	0.19%	-66	13F-HR/A Timeline
Harvest Investment Services, LLC	971	$1.03M	0.16%	+284	13F-HR Timeline
Braun-Bostich & Associates Inc.	971	$1.03M	0.58%	-207	13F-HR Timeline
BEARING POINT CAPITAL, LLC	968	$1.03M	0.14%	+21	13F-HR Timeline
TriCert Investment Counsel Inc.	967	$1.03M	0.1%		13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Dala Group, LLC	967	$1.03M	0.85%	-76	13F-HR Timeline
UPTICK PARTNERS, LLC	966	$1.03M	0.16%	+76	13F-HR Timeline
Physician Wealth Advisors, Inc.	964	$1.03M	0.12%	+55	13F-HR Timeline
Signet Private Wealth LLC	958	$1.02M	0.81%	+47	13F-HR Timeline
Meredith Wealth Planning	958	$1.02M	0.24%	-22	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	958	$1.02M	0.09%	-65	13F-HR Timeline
Sienna Gestion	972	$1.02M	0.06%	new	13F-HR Timeline
Laurion Capital Management LP	950	$1.01M	0.07%	-13,549	13F-HR Timeline
Abbot Financial Management, Inc.	950	$1.01M	0.37%	0	13F-HR Timeline
Ring Mountain Capital, LLC	949	$1.01M	0.42%	+6	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	948	$1.01M	1.04%	+15	13F-HR Timeline
Smith Thornton Advisors LLC	1,080	$1.01M	0.44%	+184	13F-HR Timeline
Arsenal Capital Advisors LLC	944	$1.01M	0.59%	-95	13F-HR Timeline
Ponta Wealth Partners, LLC	942	$1M	0.54%	+277	13F-HR Timeline
South Street Advisors LLC	940	$1M	0.13%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	939	$1M	0.2%	-67	13F-HR Timeline
WNY Asset Management, LLC	938	$999K	0.09%	+18	13F-HR Timeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE	938	$999K	0.14%	0	13F-HR Timeline
Sagewood Asset Management LP	937	$998K	0.23%	+482	13F-HR Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…	937	$998K	0.28%	+117	13F-HR Timeline
Financial Advisors Network, Inc.	937	$997K	0.12%	-69	13F-HR Timeline
HighRoad Wealth Advisors, LLC	935	$996K	0.84%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	932	$994K	0.31%	-5	13F-HR Timeline
Drucker Wealth 3.0, LLC	933	$993K	0.16%	+28	13F-HR Timeline
James J. Burns & Company, LLC	932	$993K	0.11%	0	13F-HR Timeline
Syverson Strege & Co	932	$992K	0.22%	+7	13F-HR Timeline
Rockingstone Advisors LLC	929	$989K	0.4%	-2	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	928	$988K	0.29%	+1	13F-HR Timeline
Lake Hills Wealth Management, LLC	927	$987K	0.45%	new	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	925	$985K	0.48%	0	13F-HR Timeline
Capstone Wealth Management, Inc.	979	$983K	0.74%	+2	13F-HR Timeline
Peterson Wealth Advisors, LLC	922	$982K	0.12%	+5	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	922	$982K	0.03%	0	13F-HR/A Timeline
Invst, LLC	922	$982K	0.1%	+383	13F-HR Timeline
MASTER'S WEALTH MANAGEMENT INC.	922	$981K	0.3%	-77	13F-HR Timeline
O'ROURKE & COMPANY, Inc	920	$980K	0.34%	0	13F-HR Timeline
Abacus Wealth Partners, LLC	919	$979K	0.1%	+15	13F-HR Timeline
BXM Wealth LLC	919	$979K	0.53%	-15	13F-HR Timeline
Johnson Financial Group, LLC	919	$979K	0.05%	+304	13F-HR Timeline
DeDora Capital, Inc.	919	$978K	0.21%	-16	13F-HR Timeline
BENDER ROBERT & ASSOCIATES	916	$975K	0.2%	-8	13F-HR Timeline
Laraway Financial Advisors Inc	913	$972K	0.59%	0	13F-HR Timeline
MANCHESTER FINANCIAL INC	913	$972K	0.17%	+1	13F-HR Timeline
Wagner Wealth Management, Corp	909	$968K	0.78%	-109	13F-HR Timeline
Kesler, Norman & Wride, LLC	909	$968K	0.15%	new	13F-HR Timeline
RATIONAL ADVISORS, INC.	908	$967K	0.09%	-884	13F-HR Timeline
Athena Investment Management	906	$965K	0.57%	-381	13F-HR Timeline
Elk River Wealth Management LLC	905	$964K	0.15%	0	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	905	$964K	0.17%	-27	13F-HR Timeline
Crestmont Private Wealth LLC	905	$964K	0.27%	-155	13F-HR Timeline
Haven Private, LLC	903	$962K	0.37%	-198	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	1,090	$959K	0.38%	+569	13F-HR Timeline
PenderFund Capital Management Ltd.	900	$958K	0.12%	0	13F-HR Timeline
Blue Capital, Inc.	900	$958K	0.61%	-17	13F-HR Timeline
Asempa Wealth Advisors	900	$958K	0.73%	0	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	900	$958K	<0.01%	0	13F-HR Timeline Group
BANYAN CAPITAL MANAGEMENT, INC.	895	$953K	0.41%	0	13F-HR Timeline
GDS Wealth Management	894	$952K	0.05%	new	13F-HR Timeline
Pekin Hardy Strauss, Inc.	893	$951K	0.08%	+30	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	893	$951K	0.18%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	893	$951K	0.11%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	893	$951K	0.27%	-30	13F-HR Timeline
Berkeley Capital Partners, LLC	888	$946K	0.19%	+87	13F-HR Timeline
Chemistry Wealth Management LLC	888	$946K	0.15%	-6	13F-HR Timeline
W1M Asset Management Ltd	888	$945K	0.01%	+226	13F-HR Timeline
Tactive Advisors, LLC	885	$943K	0.23%	+350	13F-HR Timeline
Waterford Advisors, LLC	885	$942K	0.26%	0	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	884	$941K	0.05%	+104	13F-HR Timeline
United Community Bankin group United Community Bank	884	$941K	0.29%	-282	13F-HR Timeline Group
Castle Rock Wealth Management, LLC	949	$941K	0.18%	+113	13F-HR Timeline
Certified Advisory Corp	882	$939K	0.08%	+87	13F-HR Timeline
Private Advisory Group LLC	881	$938K	0.05%	+1	13F-HR Timeline
WINSLOW ASSET MANAGEMENT INC	880	$937K	0.16%	-5	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	944	$936K	0.11%	+11	13F-HR Timeline
Sepio Capital, LP	876	$933K	0.05%	-97	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	875	$931K	0.07%	-28	13F-HR Timeline
Willow Creek Capital Management, Inc.	874	$931K	0.9%		13F-HR Timeline
denkapparat Operations GmbH	874	$931K	0.3%	0	13F-HR Timeline
Legacy Edge Advisors, LLC	873	$930K	0.09%	-28	13F-HR/A Timeline
Towerpoint Wealth, LLC	872	$929K	0.32%	+545	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	872	$928K	0.11%	-8	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	871	$928K	0.7%	-21	13F-HR Timeline
Sand Hill Global Advisors, LLC	871	$928K	0.03%	-22	13F-HR Timeline
Ramsay, Stattman, Vela & Price, Inc.	870	$926K	0.16%	-120	13F-HR Timeline
Koss-Olinger Consulting, LLC	870	$926K	0.07%	-218	13F-HR Timeline
American Institute for Advanced Investm…	869	$925K	0.53%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	869	$925K	0.76%	0	13F-HR Timeline
Phoenix Wealth Advisors	867	$923K	0.31%	+219	13F-HR Timeline
Holland Advisory Services, Inc.	865	$921K	1.02%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	986	$920K	0.05%	+173	13F-HR Timeline
Wallace Hart LLC	864	$920K	0.57%	new	13F-HR Timeline
Old North State Trust, LLC	864	$920K	0.47%	0	13F-HR Timeline
Monte Financial Group, LLC	1,124	$916K	0.29%	-21	13F-HR Timeline
Axim Planning & Wealth	860	$916K	1.29%	+28	13F-HR Timeline
Walkner Condon Financial Advisors LLC	859	$915K	0.11%	+4	13F-HR Timeline
Fortitude Advisory Group L.L.C.	858	$914K	0.35%	-60	13F-HR Timeline
Meridian Financial Partners LLC	997	$912K	0.31%	-232	13F-HR Timeline
waypoint wealth counsel	856	$912K	0.57%	+75	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	854	$910K	0.18%	+166	13F-HR Timeline
Stonebridge Financial Planning Group, L…	854	$909K	0.29%	+18	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	851	$906K	0.07%	+101	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	851	$906K	0.13%	+6	13F-HR Timeline
Financial Council, LLC	850	$905K	0.29%	0	13F-HR Timeline
Signature Resources Capital Management,…	850	$905K	0.36%	+46	13F-HR Timeline
First Bank & Trust	849	$904K	0.13%	+223	13F-HR Timeline
SOA Wealth Advisors, LLC.	848	$903K	0.15%	-65	13F-HR Timeline
Claro Advisors Inc.	846	$900K	0.09%	+94	13F-HR Timeline
STAR Financial Bank	844	$899K	0.37%	-6	13F-HR Timeline
Legacy Wealth Management, LLC / MS	843	$898K	0.23%	new	13F-HR Timeline
ICW Investment Advisors LLC	842	$897K	0.31%	0	13F-HR Timeline
WealthBridge Capital Management, LLC	842	$897K	0.18%	+2	13F-HR Timeline
WestHill Financial Advisors, Inc.	841	$896K	0.15%	-570	13F-HR Timeline
Adams Wealth Management	841	$896K	0.17%	-25	13F-HR Timeline
USA FINANCIAL FORMULAS	840	$895K	0.16%		13F-HR Timeline
Caitong International Asset Management …	838	$892K	0.12%	-641	13F-HR Timeline
RHL GROUP, LLC	836	$890K	0.74%	+4	13F-HR Timeline
Mascagni Wealth Management, Inc.	836	$890K	0.55%	+1	13F-HR Timeline
Kera Capital Partners, Inc.	834	$888K	0.09%	-69	13F-HR Timeline
RETIREMITTEN FINANCIAL LLC	834	$888K	0.37%	+5	13F-HR Timeline
DMKC Advisory Services, LLC	833	$887K	0.17%	-10,035	13F-HR Timeline
Accretive Wealth Partners, LLC	833	$887K	0.22%	0	13F-HR Timeline
Dash Acquisitions Inc.	1,035	$886K	0.18%	new	13F-HR Timeline
Walser Wealth Management Company, A Ltd…	832	$886K	0.37%	-14	13F-HR Timeline
Wealth Management Associates, Inc.	831	$885K	0.24%	-8	13F-HR Timeline
Centric Wealth Management	1,012	$885K	0.14%	0	13F-HR Timeline
Nautilus Advisors LLC	928	$884K	0.52%	0	13F-HR Timeline
Aldebaran Financial Inc.	830	$884K	0.72%	+42	13F-HR Timeline
Kingsbury Capital Investment Advisors L…	829	$883K	0.75%	-57	13F-HR Timeline
KMT WEALTH MANAGEMENT, LLC	829	$883K	0.75%	new	13F-HR Timeline
TCP Asset Management, LLC	829	$883K	0.1%	-16	13F-HR Timeline
DF DENT & CO INC	827	$881K	0.02%	-25	13F-HR Timeline
Tulsa Wealth Advisors, INC	827	$881K	0.12%	+55	13F-HR Timeline
Genesis Financial Group, LLC	825	$879K	0.57%	0	13F-HR Timeline
BlackDiamond Wealth Management, LLC	1,049	$878K	0.36%	+333	13F-HR Timeline
Oliver Luxxe Assets LLC	823	$876K	0.13%	-439	13F-HR Timeline
JT Stratford LLC	823	$876K	0.1%	-383	13F-HR Timeline
M.E. ALLISON & CO., INC.	822	$875K	0.5%	-25	13F-HR Timeline
STEVENS CAPITAL MANAGEMENT LP	822	$875K	0.21%	new	13F-HR Timeline
Investment Research Partners LLC	822	$875K	0.3%	+12	13F-HR Timeline
Vigilare Wealth Management	821	$875K	0.27%	+10	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	820	$873K	0.04%	+3	13F-HR Timeline
One Charles Private Wealth Services, LLC	820	$873K	0.2%	+8	13F-HR Timeline
Capitol Family Office, Inc.	819	$872K	0.92%	+127	13F-HR Timeline
JMN Financial LLC	819	$872K	0.68%	+324	13F-HR Timeline
Town & Country Bank & Trust CO dba Firs…	818	$871K	0.27%	-19	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	817	$870K	0.31%	+54	13F-HR Timeline
Aspetuck Financial Management LLC	817	$870K	0.51%	+17	13F-HR Timeline
Triton Financial Group Inc	816	$869K	0.5%	new	13F-HR Timeline
Compass Financial Group, INC/SD	815	$868K	0.1%	-250	13F-HR Timeline
Prostatis Group LLC	815	$868K	0.2%	-90	13F-HR Timeline
Cannon Wealth Management Services, LLC	815	$868K	0.47%	+50	13F-HR Timeline
Salomon & Ludwin, LLC	874	$867K	0.07%	+1	13F-HR Timeline
Costello Asset Management, INC	812	$865K	0.26%	-83	13F-HR Timeline
AXA S.A.in group AXA S.A.	957	$865K	0.94%	-36	13F-HR Timeline Group
Red Mountain Financial, LLC	811	$864K	0.72%	-81	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	811	$864K	0.73%	+118	13F-HR Timeline
Sageworth Trust Co	810	$863K	0.03%	-323	13F-HR Timeline
Teucrium Investment Advisors, LLC	809	$862K	0.77%	-664	13F-HR Timeline
Jupiter Wealth Management LLC	808	$860K	0.34%	0	13F-HR Timeline
LeConte Wealth Management, LLC	808	$860K	0.47%	+85	13F-HR Timeline
Revolve Wealth Partners, LLC	806	$859K	0.09%	+29	13F-HR Timeline
Daner Wealth Management, LLC	1,004	$858K	0.47%	+4	13F-HR Timeline
Acumen Wealth Advisors, LLC	805	$857K	0.18%	-176	13F-HR Timeline
MOUNT VERNON ASSOCIATES INC /MD/	800	$852K	0.56%	0	13F-HR Timeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd	800	$852K	0.6%	+332	13F-HR Timeline Group
CAPE COD FIVE CENTS SAVINGS BANK	799	$851K	0.07%		13F-HR Timeline
D.B. Root & Company, LLC	798	$850K	0.18%	-32	13F-HR Timeline
Elser Financial Planning, Inc	798	$850K	0.04%	-481	13F-HR Timeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC	798	$850K	0.29%	-12	13F-HR Timeline Group
Trilogy Capital Inc.	796	$848K	0.03%	+52	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	796	$848K	0.21%	new	13F-HR Timeline Group
Targeted Financial Services LLC	795	$847K	0.62%	+165	13F-HR Timeline
Aspen Grove Capital, LLC	795	$847K	0.12%	0	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	795	$847K	0.27%	-58	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	794	$846K	0.11%	+17	13F-HR Timeline
Jacobsen Capital Management	791	$842K	0.25%	+13	13F-HR Timeline
Reyes Financial Architecture, Inc.	791	$842K	0.47%	-50	13F-HR Timeline