CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers: 2,956
13F filers: 3,008
New: 115
Added: 1,094
Reduced: 1,051
Sold out: 161
Shares held by filers: 340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CAP Partners, LLC	816	$296K	0.21%	+3	13F-HR Timeline
BRIGHT FINANCIAL ADVISORS, INC.	815	$296K	0.19%	0	13F-HR Timeline
CFO4Life Group, LLC	814	$295K	0.05%	-3	13F-HR Timeline
Laraway Financial Advisors Inc	813	$295K	0.23%	new	13F-HR Timeline
Freedom Financial Partners LLC	812	$295K	0.14%		13F-HR Timeline
Pekin Hardy Strauss, Inc.	810	$294K	0.04%	+10	13F-HR Timeline
PMG Wealth Management, Inc.	810	$294K	0.27%		13F-HR Timeline
DecisionMap Wealth Management, LLC	809	$293K	0.23%		13F-HR Timeline
SHUFRO ROSE & CO LLC	805	$292K	0.02%	-200	13F-HR Timeline
Veltria Advisors Corp.	804	$292K	0.12%	+58	13F-HR Timeline
Cannon Wealth Management Services, LLC	805	$291K	0.25%	+22	13F-HR Timeline
Walkner Condon Financial Advisors LLC	802	$291K	0.06%	-174	13F-HR Timeline
McLean Asset Management Corp	801	$290K	0.09%	+65	13F-HR Timeline
Axim Planning & Wealth	800	$290K	0.31%	-16	13F-HR Timeline
MBA Advisors LLC	799	$290K	0.15%	-705	13F-HR Timeline
Sightline Wealth Advisors, LLC	797	$289K	0.16%	0	13F-HR Timeline
Grantvest Financial Group LLC	797	$289K	0.32%		13F-HR Timeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…	798	$289K	0.17%	new	13F-HR Timeline Group
Acorns Advisers, LLC	797	$289K	<0.01%	+199	13F-HR Timeline
Peterson Wealth Advisors, LLC	792	$288K	0.05%	-215	13F-HR Timeline
Keebeck Wealth Management	793	$288K	0.04%	+111	13F-HR Timeline
Rothschild Capital Partners, LLC	790	$287K	0.07%	new	13F-HR Timeline
First PREMIER Bank	790	$286K	0.07%	0	13F-HR Timeline
TrueWealth Advisors, LLC	788	$286K	0.1%	-869	13F-HR Timeline
Ballew Advisors, Inc	787	$285K	0.18%	-4	13F-HR Timeline
Red Mountain Financial, LLC	786	$285K	0.31%	-12	13F-HR Timeline
Disciplined Investments, LLC	785	$285K	0.14%	+6	13F-HR Timeline
MCDONALD PARTNERS LLC	784	$284K	0.07%	0	13F-HR Timeline
Calydon Capital	784	$284K	0.06%	+57	13F-HR Timeline
American Trust	784	$284K	0.02%	-60	13F-HR Timeline
Phillips Wealth Planners LLC	810	$284K	0.28%	-25	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	779	$283K	0.12%	+25	13F-HR Timeline
Safe Harbor Fiduciary, LLC	777	$282K	0.29%	0	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	773	$280K	0.05%	new	13F-HR Timeline
Sand Hill Global Advisors, LLC	772	$280K	0.01%	0	13F-HR Timeline
Cutter & CO Brokerage, Inc.	772	$280K	0.07%	0	13F-HR Timeline
Holistic Financial Partners	771	$280K	0.14%	+2	13F-HR Timeline
USA FINANCIAL FORMULAS	771	$280K	0.04%	-91	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	770	$279K	0.04%	0	13F-HR Timeline
Leibman Financial Services, Inc.	770	$279K	0.2%	+26	13F-HR Timeline
TFR Capital, LLC.	768	$279K	0.14%		13F-HR Timeline
BAXTER BROS INC	766	$278K	0.04%	0	13F-HR Timeline
Atala Financial Inc	765	$278K	0.19%		13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	763	$277K	0.14%	0	13F-HR Timeline
MPS Loria Financial Planners, LLC	763	$277K	0.08%	+3	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	761	$276K	0.03%	+1	13F-HR Timeline
Park Square Financial Group, LLC	758	$275K	0.19%		13F-HR Timeline
Arcus Capital Partners, LLC	750	$275K	0.09%	-3	13F-HR Timeline
Parisi Gray Wealth Management	757	$275K	0.09%	0	13F-HR Timeline
Drum Hill Capital, LLC	755	$274K	0.34%		13F-HR Timeline
Mirador Capital Partners LP	755	$274K	0.05%	-15	13F-HR Timeline
General Partner, Inc.	752	$273K	0.16%	0	13F-HR Timeline
Elk River Wealth Management LLC	750	$272K	0.05%	0	13F-HR Timeline
Pingora Partners LLC	750	$272K	0.18%	0	13F-HR Timeline
Millennium Capital Advisors, LLC	750	$272K	0.19%	0	13F-HR Timeline
Westside Investment Management, Inc.	749	$272K	0.06%	0	13F-HR Timeline
Chico Wealth RIA	749	$272K	0.24%	-166	13F-HR Timeline
May Hill Capital, LLC	749	$272K	0.11%		13F-HR Timeline
Hurlow Wealth Management Group, Inc.	747	$271K	0.08%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	746	$271K	0.08%	+17	13F-HR Timeline
Financial Enhancement Group LLC	745	$270K	0.04%	new	13F-HR Timeline
FIDELITY D & D BANCORP INC	743	$270K	0.18%	+167	13F-HR/A Timeline
Ifrah Financial Services, Inc.	741	$269K	0.07%	-33	13F-HR Timeline
Destination Wealth Management	741	$269K	0.01%	-113	13F-HR Timeline
Fortitude Advisory Group L.L.C.	741	$269K	0.16%	+43	13F-HR Timeline
Broadleaf Partners, LLC	740	$268K	0.06%	-20	13F-HR Timeline
WNY Asset Management, LLC	738	$268K	0.03%	-10	13F-HR Timeline
Forza Wealth Management, LLC	738	$268K	0.12%	+25	13F-HR Timeline
Dorsey Wright & Associates	736	$267K	0.06%	-7	13F-HR Timeline
Colonial River Investments, LLC	735	$267K	0.13%	+1	13F-HR Timeline
Cheviot Value Management, LLC	733	$266K	0.05%	-55	13F-HR Timeline
DAHRING \| CUSMANO LLC	733	$266K	0.24%		13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	732	$266K	0.16%		13F-HR Timeline
HF Advisory Group, LLC	731	$265K	0.12%	-12	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	730	$265K	0.09%	0	13F-HR Timeline
Cascade Financial Partners, LLC	730	$265K	0.03%	0	13F-HR Timeline
MKT Advisors LLC	684	$264K	0.12%	+1	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	728	$264K	0.1%	new	13F-HR Timeline
Clare Market Investments LLC	728	$264K	0.06%	-181	13F-HR Timeline
Daner Wealth Management, LLC	703	$264K	0.19%		13F-HR Timeline
Monterey Private Wealth, Inc.	727	$264K	0.09%	0	13F-HR Timeline
Piedmont Capital Management, LLC	732	$264K	0.16%	0	13F-HR Timeline
Global Financial Private Client, LLC	726	$263K	0.1%	+10	13F-HR Timeline
First International Bank & Trust	725	$263K	0.09%	-20	13F-HR Timeline
FSM Wealth Advisors, LLC	688	$262K	0.06%	+25	13F-HR Timeline
Heritage Wealth Partners, LLC	720	$261K	0.33%	-923	13F-HR Timeline
Hyperion Capital Advisors LP	720	$261K	0.13%	0	13F-HR Timeline
MBE Wealth Management, LLC	717	$260K	0.15%	+191	13F-HR Timeline
Castle Rock Wealth Management, LLC	736	$260K	0.06%	0	13F-HR Timeline
Bremer Bank National Association	717	$260K	0.05%	-268	13F-HR Timeline
Riverbend Wealth Management, LLC	711	$260K	0.23%		13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	716	$260K	0.05%	+129	13F-HR Timeline Group
HBW ADVISORY SERVICES LLC	716	$260K	0.03%	+7	13F-HR Timeline
Trilogy Capital Inc.	714	$259K	0.01%	-18	13F-HR Timeline
Family Capital Management, Inc.	714	$259K	0.16%	+168	13F-HR Timeline
Purkiss Capital Advisors LLC	714	$259K	0.22%		13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	714	$259K	0.08%	0	13F-HR Timeline
Capital Markets Trading UK LLP	715	$259K	0.15%	+94	13F-HR Timeline
Ulland Investment Advisors, LLC	715	$259K	0.17%	0	13F-HR Timeline
Ipsen Advisor Group LLC	713	$259K	0.22%		13F-HR Timeline
DOVER ADVISORS, LLC	712	$258K	0.15%	0	13F-HR Timeline
Enclave Advisors LLC	712	$258K	0.04%	0	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	711	$258K	0.18%	0	13F-HR Timeline
LYNCH & ASSOCIATES/IN	710	$258K	0.06%	+2	13F-HR Timeline
Sageworth Trust Co	710	$258K	0.02%	0	13F-HR Timeline
Maple Capital Management, Inc.	709	$257K	0.02%	-44	13F-HR Timeline
Causey Wealth LLC	709	$257K	0.15%		13F-HR Timeline
Geneva Partners, LLC	707	$256K	0.1%	0	13F-HR Timeline
Orgel Wealth Management, LLC	706	$256K	0.01%	0	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	705	$256K	0.03%	+1	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	705	$256K	<0.01%	0	13F-HR Timeline
ALERUS FINANCIAL NA	704	$255K	0.02%	-6	13F-HR Timeline
Trivium Point Advisory, LLC	703	$255K	0.03%	new	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	703	$255K	0.14%		13F-HR Timeline
Klingman & Associates, LLC	703	$255K	0.02%	+30	13F-HR Timeline
Strategic Financial Concepts, LLC	702	$255K	0.05%	+76	13F-HR/A Timeline
FLORIDA FINANCIAL ADVISORS, LLC	701	$254K	0.11%	+113	13F-HR Timeline
Bravias Capital Group, LLC	684	$254K	0.21%		13F-HR Timeline
STONE RUN CAPITAL, LLC	700	$254K	0.1%	0	13F-HR Timeline
Core Wealth Partners LLC	700	$254K	0.15%	0	13F-HR Timeline
Meritas Wealth Management, LLC	700	$254K	0.15%	0	13F-HR Timeline
Knollwood Investment Advisory, LLC	700	$254K	0.03%	0	13F-HR Timeline
Integras Partners LLC	700	$254K	0.22%		13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	700	$254K	0.12%	-21	13F-HR Timeline
Sylvest Advisors, LLC	698	$253K	0.16%		13F-HR Timeline
Claret Asset Management Corp	698	$253K	0.04%	+4	13F-HR Timeline
Gemmer Asset Management LLC	697	$253K	0.02%	+7	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	696	$252K	0.04%	0	13F-HR Timeline
Certified Advisory Corp	696	$252K	0.03%	+2	13F-HR Timeline
Clay Northam Wealth Management, LLC	695	$252K	0.16%	+6	13F-HR Timeline
Legacy Edge Advisors, LLC	692	$251K	0.04%	-11	13F-HR Timeline
Jump Financial, LLCin group Jump Financial, LLC	692	$251K	0.01%	-21	13F-HR Timeline Group
Marotta Asset Management	696	$250K	0.05%	-1	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	688	$250K	0.08%	0	13F-HR Timeline
BIP Wealth, LLC	688	$249K	0.02%	-44	13F-HR Timeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.	687	$249K	0.15%	0	13F-HR Timeline
Balentine LLC	686	$249K	0.01%	-2,673	13F-HR Timeline
Granite FO LLC	685	$248K	0.14%	0	13F-HR Timeline
SEEDS INVESTOR LLC	684	$248K	0.07%	+3	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	683	$248K	0.05%		13F-HR Timeline
Physician Wealth Advisors, Inc.	683	$248K	0.04%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	683	$248K	0.06%	0	13F-HR Timeline
Pacific Center for Financial Services	683	$248K	0.06%	+3	13F-HR Timeline
First Bank & Trust	682	$247K	0.05%	-27	13F-HR Timeline
Omnia Family Wealth, LLC	682	$247K	0.1%	+20	13F-HR/A Timeline
Maia Wealth LLC	625	$247K	0.05%	new	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	680	$247K	0.09%	+5	13F-HR Timeline
Prudent Man Advisors, LLC	0	$246K	0.09%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
Kolinsky Wealth Management, LLC	675	$245K	0.15%	+19	13F-HR Timeline
Werba Rubin Papier Wealth Management	673	$244K	0.06%	-74	13F-HR Timeline
Breed's Hill Capital LLC	671	$243K	0.13%	new	13F-HR Timeline
KWB Wealth	620	$242K	0.03%	0	13F-HR Timeline
Wagner Wealth Management, LLC	668	$242K	0.06%	+26	13F-HR Timeline
Revolve Wealth Partners, LLC	665	$241K	0.04%	+28	13F-HR/A Timeline
Obermeyer Wealth Partners	665	$241K	0.01%	-4,156	13F-HR Timeline
KOM Wealth Management Group, LLC	664	$241K	0.18%	+1	13F-HR Timeline
Planned Solutions, Inc.	663	$241K	0.1%	+4	13F-HR Timeline
PATRON PARTNERS, LLC	663	$241K	0.13%	+42	13F-HR Timeline
Boomfish Wealth Group, LLC	663	$241K	0.15%	+91	13F-HR Timeline
Invst, LLC	663	$240K	0.03%	+12	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	655	$240K	0.07%	+93	13F-HR Timeline
Vigilare Wealth Management	661	$240K	0.1%	0	13F-HR Timeline
Blue Capital, Inc.	661	$240K	0.17%		13F-HR Timeline
Capital Market Strategies LLC	661	$240K	0.14%	+9	13F-HR Timeline
Advantage Trust Co	660	$239K	0.14%	0	13F-HR Timeline
ALTFEST L J & CO INC	659	$239K	0.03%	+2	13F-HR Timeline
OMC Financial Services LTD	655	$238K	0.1%	0	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	655	$238K	0.18%	0	13F-HR Timeline
Cambridge Financial Group, LLC	653	$237K	0.1%	-148	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	653	$237K	0.24%	new	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	653	$237K	0.09%	0	13F-HR Timeline
NIA IMPACT ADVISORS, LLC	651	$236K	0.08%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	651	$236K	0.08%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Altus Wealth Group LLC	651	$236K	0.1%	+1	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	650	$236K	0.02%	new	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	650	$236K	0.18%	0	13F-HR Timeline
Kera Capital Partners, Inc.	650	$236K	0.07%		13F-HR Timeline
Aspetuck Financial Management LLC	650	$236K	0.18%		13F-HR Timeline
Sulzberger Capital Advisors, Inc.	650	$236K	0.27%		13F-HR Timeline
GEM Asset Management, LLC	648	$235K	0.13%	0	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	633	$235K	0.06%		13F-HR Timeline
Aviance Capital Partners, LLC	648	$235K	0.03%	0	13F-HR Timeline
New Jersey Better Educational Savings T…	647	$235K	0.45%	0	13F-HR Timeline
OPINICUS CAPITAL, INC.	647	$235K	0.2%	-12	13F-HR Timeline
Aldebaran Financial Inc.	645	$234K	0.27%	-12	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	645	$234K	0.05%	-770	13F-HR Timeline
Coordinated Financial Services, Inc.	645	$234K	0.18%		13F-HR Timeline
Arbor Investment Advisors, LLC	645	$234K	0.03%	0	13F-HR Timeline
Global Assets Advisory, LLC	650	$234K	0.13%	-110	13F-HR Timeline
ERn Financial, LLC	645	$234K	0.04%	+82	13F-HR Timeline
Semus Wealth Partners LLC	644	$234K	0.15%	-1	13F-HR Timeline
LifeWealth Investments, LLC	644	$234K	0.15%		13F-HR Timeline
OPTIMA CAPITAL LLC	644	$234K	0.16%		13F-HR Timeline
Transce3nd, LLC	641	$233K	0.08%		13F-HR Timeline
Morton Capital Management LLC/CA	640	$232K	0.04%	0	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	640	$232K	0.12%	+2	13F-HR Timeline
Eagle Capital Management, LLC	639	$232K	0.09%	0	13F-HR Timeline
Argentarii, LLC	639	$232K	0.12%		13F-HR Timeline
Texas Bank & Trust Co	638	$231K	0.1%		13F-HR Timeline
Octavia Wealth Advisors, LLC	638	$231K	0.03%	+3	13F-HR Timeline