CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers: 2,855
13F filers: 2,904
New: 116
Added: 1,182
Reduced: 1,119
Sold out: 202
Shares held by filers: 330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
One Charles Private Wealth Services, LLC	798	$263K	0.09%	-36	13F-HR Timeline
Sightline Wealth Advisors, LLC	797	$263K	0.14%	0	13F-HR Timeline
Bouchey Financial Group, Ltd.	797	$263K	0.02%	-29	13F-HR Timeline
HEADINVEST, LLC	796	$263K	0.05%	-50	13F-HR Timeline
Grantvest Financial Group LLC	790	$261K	0.21%	-7	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	790	$260K	0.01%	+74	13F-HR Timeline Group
MBE Wealth Management, LLC	788	$260K	0.12%	+71	13F-HR Timeline
Red Mountain Financial, LLC	787	$260K	0.32%	+1	13F-HR Timeline
Disciplined Investments, LLC	787	$259K	0.12%	+2	13F-HR Timeline
Pekin Hardy Strauss, Inc.	786	$259K	0.03%	-24	13F-HR Timeline
DecisionMap Wealth Management, LLC	786	$259K	0.2%	-23	13F-HR Timeline
MCDONALD PARTNERS LLC	784	$259K	0.07%	0	13F-HR Timeline
Manske Wealth Management	784	$259K	0.1%	new	13F-HR Timeline
Pettee Investors, Inc.	783	$258K	0.15%	-125	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	783	$258K	0.05%	+10	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	782	$258K	0.03%	-52	13F-HR Timeline
Ballew Advisors, Inc	878	$258K	0.17%	+91	13F-HR Timeline
MBA Advisors LLC	780	$257K	0.13%	-19	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	779	$257K	0.12%	0	13F-HR Timeline
Parisi Gray Wealth Management	778	$256K	0.08%	+21	13F-HR Timeline
Safe Harbor Fiduciary, LLC	777	$256K	0.27%	0	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	836	$256K	0.03%	-21	13F-HR Timeline
Cannon Wealth Management Services, LLC	799	$256K	0.23%	-6	13F-HR Timeline
Helium Advisors LLC	776	$256K	0.19%	+201	13F-HR Timeline
Octavia Wealth Advisors, LLC	774	$255K	0.03%	+136	13F-HR Timeline
Holistic Financial Partners	772	$255K	0.12%	+1	13F-HR Timeline
Sand Hill Global Advisors, LLC	772	$255K	0.01%	0	13F-HR Timeline
Cutter & CO Brokerage, Inc.	772	$255K	0.06%	0	13F-HR Timeline
Cook Wealth, LLC	809	$254K	0.12%	0	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	770	$254K	0.04%	0	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	769	$254K	0.2%	-186	13F-HR Timeline
Omnia Family Wealth, LLC	766	$253K	0.11%	+84	13F-HR Timeline
MPS Loria Financial Planners, LLC	766	$252K	0.07%	+3	13F-HR Timeline
Atala Financial Inc	765	$252K	0.18%	0	13F-HR Timeline
Castleview Partners, LLC	764	$252K	0.17%	-368	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	858	$252K	0.02%	+12	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	763	$252K	0.22%	+110	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	763	$252K	0.12%	0	13F-HR Timeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…	763	$252K	0.01%	-984	13F-HR Timeline
First PREMIER Bank	760	$251K	0.06%	-30	13F-HR Timeline
DF DENT & CO INC	760	$251K	<0.01%	-276	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	758	$249K	0.1%	+57	13F-HR Timeline
Calydon Capital	755	$249K	0.05%	-29	13F-HR Timeline
Drum Hill Capital, LLC	755	$249K	0.29%	0	13F-HR Timeline
General Partner, Inc.	752	$248K	0.16%	0	13F-HR Timeline
Leibman Financial Services, Inc.	751	$248K	0.19%	-19	13F-HR Timeline
Elk River Wealth Management LLC	750	$247K	0.05%	0	13F-HR Timeline
Pingora Partners LLC	750	$247K	0.18%	0	13F-HR Timeline
Chico Wealth RIA	749	$247K	0.21%	0	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	750	$247K	0.01%	-2,019	13F-HR Timeline Group
Riverbend Wealth Management, LLC	748	$247K	0.22%	+37	13F-HR Timeline
HOURGLASS CAPITAL, LLC	747	$246K	0.06%	-125	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	747	$246K	0.08%	0	13F-HR Timeline
BAXTER BROS INC	746	$246K	0.03%	-20	13F-HR Timeline
FIDELITY D & D BANCORP INC	743	$245K	0.16%	0	13F-HR Timeline
TrueWealth Advisors, LLC	741	$244K	0.08%	-47	13F-HR Timeline
Broadleaf Partners, LLC	740	$244K	0.06%	0	13F-HR Timeline
Global Financial Private Client, LLC	740	$244K	0.09%	+14	13F-HR Timeline
Colonial River Investments, LLC	739	$244K	0.13%	+4	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	738	$244K	0.05%	+55	13F-HR Timeline
WNY Asset Management, LLC	738	$243K	0.03%	0	13F-HR Timeline
HF Advisory Group, LLC	737	$243K	0.11%	+6	13F-HR Timeline
Kondo Wealth Advisors, Inc.	737	$243K	0.12%	-154	13F-HR Timeline
Sageworth Trust Co	736	$243K	0.02%	+26	13F-HR Timeline
Castle Rock Wealth Management, LLC	733	$242K	0.07%	-3	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	725	$241K	0.05%	new	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	731	$241K	0.1%	-15	13F-HR Timeline
Westside Investment Management, Inc.	729	$241K	0.05%	-20	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	730	$241K	0.08%	0	13F-HR Timeline
Capitol Family Office, Inc.	728	$240K	0.34%	new	13F-HR/A Timeline
Monterey Private Wealth, Inc.	728	$240K	0.07%	+1	13F-HR Timeline
MAYPORT, LLC	722	$238K	0.07%	new	13F-HR Timeline
Cascade Financial Partners, LLC	721	$238K	0.03%	-9	13F-HR Timeline
Belmont Capital, LLC	720	$237K	0.04%	+650	13F-HR Timeline
Dorsey Wright & Associates	718	$237K	0.06%	-18	13F-HR Timeline
Bremer Bank National Association	717	$236K	0.04%	0	13F-HR Timeline
Trilogy Capital Inc.	717	$236K	0.01%	+3	13F-HR Timeline
Glass Jacobson Investment Advisors llc	651	$236K	0.08%	0	13F-HR Timeline
Ipsen Advisor Group LLC	716	$236K	0.2%	+3	13F-HR Timeline
Aletheian Wealth Advisors LLC	715	$236K	0.13%	new	13F-HR Timeline
Clarus Group, Inc.	714	$236K	0.09%	-998	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	714	$235K	0.07%	0	13F-HR Timeline
Millburn Ridgefield LLC /DE/	713	$235K	0.01%	new	13F-HR Timeline
Causey Wealth LLC	709	$234K	0.13%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	709	$234K	0.04%	+7	13F-HR Timeline
LYNCH & ASSOCIATES/IN	708	$233K	0.05%	-2	13F-HR Timeline
Geneva Partners, LLC	707	$233K	0.12%	0	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	706	$233K	0.03%	+1	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	705	$233K	<0.01%	0	13F-HR Timeline
BALLAST ADVISORS LLC	701	$231K	0.07%	-2,000	13F-HR Timeline
Core Wealth Partners LLC	700	$231K	0.13%	0	13F-HR Timeline
Knollwood Investment Advisory, LLC	700	$231K	0.03%	0	13F-HR Timeline
Integras Partners LLC	700	$231K	0.21%	0	13F-HR Timeline
Human Investing LLC	699	$231K	0.04%	+123	13F-HR Timeline
Sylvest Advisors, LLC	698	$230K	0.14%	0	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	696	$230K	0.04%	0	13F-HR Timeline
Clay Northam Wealth Management, LLC	695	$229K	0.16%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	692	$228K	0.04%	+9	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	691	$228K	0.08%	+95	13F-HR Timeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.	689	$227K	0.15%	+2	13F-HR Timeline
Enclave Advisors LLC	689	$227K	0.04%	-23	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	689	$227K	0.07%	+1	13F-HR Timeline
Clark & Stuart, Inc	689	$227K	0.17%	-2,895	13F-HR Timeline
BIP Wealth, LLC	688	$227K	0.01%	0	13F-HR Timeline
Certified Advisory Corp	686	$226K	0.03%	-10	13F-HR Timeline
Pacific Center for Financial Services	685	$226K	0.06%	+2	13F-HR Timeline
Granite FO LLC	685	$226K	0.13%	0	13F-HR Timeline
Kiker Wealth Management, LLC	685	$226K	0.15%	new	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	685	$226K	0.11%	-15	13F-HR Timeline
Revolve Wealth Partners, LLC	684	$226K	0.03%	+19	13F-HR Timeline
ALERUS FINANCIAL NA	684	$226K	0.02%	-20	13F-HR Timeline
PIONEER TRUST BANK N A/OR	683	$225K	0.06%	0	13F-HR Timeline
Gemmer Asset Management LLC	683	$225K	0.02%	-14	13F-HR Timeline
Verity & Verity, LLC	683	$225K	0.02%	-451	13F-HR Timeline
KWB Wealth	620	$225K	0.03%	0	13F-HR Timeline
KOM Wealth Management Group, LLC	681	$225K	0.2%	+17	13F-HR Timeline
Ifrah Financial Services, Inc.	680	$224K	0.06%	-61	13F-HR Timeline
Prudent Man Advisors, LLC	0	$224K	0.08%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
May Hill Capital, LLC	678	$224K	0.08%	-71	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	677	$223K	0.09%	new	13F-HR Timeline
Claret Asset Management Corp	676	$223K	0.03%	-22	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	673	$222K	0.15%	-38	13F-HR Timeline
Breed's Hill Capital LLC	671	$221K	0.12%	0	13F-HR Timeline
OCCUDO QUANTITATIVE STRATEGIES LP	671	$221K	0.03%	-5,955	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	670	$221K	<0.01%	-251	13F-HR Timeline Group
PIN OAK INVESTMENT ADVISORS INC	569	$221K	0.17%	+337	13F-HR Timeline
First International Bank & Trust	670	$221K	0.07%	-55	13F-HR Timeline
Aspen Grove Capital, LLC	668	$220K	0.04%	new	13F-HR Timeline
St. Louis Trust Co	668	$220K	0.03%	new	13F-HR Timeline
PATRON PARTNERS, LLC	667	$220K	0.12%	+4	13F-HR Timeline
Meritas Wealth Management, LLC	667	$220K	0.13%	-33	13F-HR Timeline
Planned Solutions, Inc.	663	$219K	0.09%	0	13F-HR Timeline
SHARPEPOINT LLC	710	$218K	0.19%	new	13F-HR Timeline
ALTFEST L J & CO INC	662	$218K	0.03%	+3	13F-HR Timeline
Colorado Capital Management, Inc.	662	$218K	0.1%	new	13F-HR Timeline
Vigilare Wealth Management	661	$218K	0.09%	0	13F-HR Timeline
West Wealth Group, LLC	656	$217K	0.06%	+21	13F-HR Timeline
DOHENY ASSET MANAGEMENT /CA	658	$217K	0.17%	+37	13F-HR Timeline
Financial Enhancement Group LLC	744	$217K	0.03%	-1	13F-HR Timeline
Aldebaran Financial Inc.	656	$216K	0.26%	+11	13F-HR Timeline
Texas Bank & Trust Co	656	$216K	0.09%	+18	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	655	$216K	0.01%	+47	13F-HR Timeline Group
Valtinson Bruner Financial Planning LLC	655	$216K	0.07%	-25	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	655	$216K	0.16%	0	13F-HR Timeline
OMC Financial Services LTD	655	$216K	0.1%	0	13F-HR Timeline
Altus Wealth Group LLC	655	$216K	0.1%	+4	13F-HR Timeline
Cambridge Financial Group, LLC	653	$216K	0.09%	0	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	653	$215K	0.08%	0	13F-HR Timeline
NIA IMPACT ADVISORS, LLC	651	$215K	0.08%	0	13F-HR Timeline
McIlrath & Eck, LLC	650	$215K	0.03%	-312	13F-HR Timeline
GEM Asset Management, LLC	649	$214K	0.12%	+1	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	650	$214K	0.17%	0	13F-HR Timeline
Aspetuck Financial Management LLC	650	$214K	0.18%	0	13F-HR Timeline
OPTIMIZE FINANCIAL INC.	648	$214K	0.15%	+24	13F-HR/A Timeline
New Jersey Better Educational Savings T…	647	$213K	0.41%	0	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	647	$213K	0.23%	+18	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	646	$213K	0.04%	+72	13F-HR Timeline
Semus Wealth Partners LLC	646	$213K	0.15%	+2	13F-HR Timeline
Coordinated Financial Services, Inc./CO	646	$213K	0.16%		13F-HR Timeline
Argentarii, LLC	646	$213K	0.11%	+7	13F-HR Timeline
Embree Financial Group	646	$213K	0.04%	-269	13F-HR Timeline
Peterson Wealth Advisors, LLC	760	$213K	0.04%	-32	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	644	$212K	0.03%		13F-HR Timeline Group
ORBA Wealth Advisors, L.L.C.	640	$211K	0.11%	0	13F-HR Timeline
OPTIMA CAPITAL LLC	639	$211K	0.13%	-5	13F-HR Timeline
CONSCIOUS WEALTH INVESTMENTS, LLC	647	$211K	0.15%	new	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	637	$210K	0.05%	+7	13F-HR Timeline
OPINICUS CAPITAL, INC.	633	$209K	0.18%	-14	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	633	$209K	0.05%	0	13F-HR Timeline
Talisman Wealth Advisors LLC	631	$208K	0.21%	+1	13F-HR Timeline
LINCOLN CAPITAL CORP	630	$208K	0.09%	+45	13F-HR Timeline
BUSH INVESTMENT GROUP, LLC	630	$208K	0.16%	0	13F-HR Timeline
RENASANT BANK	628	$207K	0.14%	+59	13F-HR Timeline
McLean Asset Management Corp	754	$207K	0.07%	-47	13F-HR Timeline
Cheviot Value Management, LLC	638	$206K	0.03%	-95	13F-HR Timeline
Stephens Consulting, LLC	625	$206K	0.05%	+175	13F-HR Timeline
Buffington Mohr McNeal	625	$206K	0.04%	0	13F-HR Timeline
First Bank & Trust	625	$206K	0.04%	-57	13F-HR Timeline
RW Investment Management LLC	625	$206K	0.03%	+41	13F-HR Timeline
Carbahal Olsen Financial Services Group…	621	$205K	0.19%	new	13F-HR Timeline
Morton Capital Management LLC/CA	621	$205K	0.04%	-19	13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	621	$205K	0.01%	new	13F-HR Timeline Group
Alpha Omega Wealth Management LLC	621	$205K	0.04%	new	13F-HR Timeline
Red Wave Investments LLC	621	$205K	0.07%	+1	13F-HR Timeline
Integrity Wealth Solutions LLC	621	$205K	0.11%	0	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	618	$204K	0.09%	0	13F-HR Timeline
Salomon & Ludwin, LLC	616	$203K	0.02%	+2	13F-HR Timeline
Clayton Financial Group LLC	615	$203K	0.07%	new	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	614	$202K	0.06%	-41	13F-HR Timeline
Paragon Private Wealth Management, LLC	612	$202K	0.09%	new	13F-HR Timeline
Next Level Wealth Planning, LLC	612	$202K	0.15%	+12	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	611	$202K	0.01%	0	13F-HR Timeline
Strategic Advocates LLC	611	$201K	0.07%	0	13F-HR Timeline
Baltimore-Washington Financial Advisors…	611	$201K	0.01%	+1	13F-HR Timeline
Werba Rubin Papier Wealth Management	610	$201K	0.04%	-63	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	610	$201K	0.06%	0	13F-HR Timeline
Fortitude Advisory Group L.L.C.	693	$201K	0.14%	-48	13F-HR Timeline
Private Wealth Advisors, LLC	609	$201K	0.08%	-756	13F-HR Timeline
Piedmont Capital Management, LLC	732	$201K	0.14%	0	13F-HR Timeline
Caitong International Asset Management …	599	$198K	0.15%	+172	13F-HR Timeline