CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers: 2,979
13F filers: 3,024
New: 240
Added: 1,151
Reduced: 1,121
Sold out: 126
Shares held by filers: 330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BEACON FINANCIAL GROUP	835	$324K	0.03%	-449	13F-HR Timeline
Grant Private Wealth Management Inc	834	$324K	0.18%	-390	13F-HR Timeline
D.B. Root & Company, LLC	831	$323K	0.1%	-120	13F-HR Timeline
Castleview Partners, LLC	831	$323K	0.21%	+67	13F-HR Timeline
Jacobsen Capital Management	831	$323K	0.12%	new	13F-HR Timeline
Clientfirst Wealth Management, LLC	827	$321K	0.33%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	970	$321K	0.37%	0	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	825	$320K	0.12%	-1	13F-HR Timeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…	821	$319K	0.08%	0	13F-HR Timeline Group
American Trust	820	$318K	0.03%	new	13F-HR Timeline
Embree Financial Group	817	$317K	0.05%	+171	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	817	$317K	0.11%	+59	13F-HR/A Timeline
Manske Wealth Management	817	$317K	0.1%	+33	13F-HR Timeline
Walkner Condon Financial Advisors LLC	815	$316K	0.06%	0	13F-HR Timeline
BRIGHT FINANCIAL ADVISORS, INC.	815	$316K	0.18%	0	13F-HR Timeline
CHASE INVESTMENT COUNSEL CORP	814	$316K	0.1%	0	13F-HR Timeline
Freedom Financial Partners LLC	813	$316K	0.13%	0	13F-HR Timeline
Laraway Financial Advisors Inc	813	$316K	0.24%	0	13F-HR Timeline
Second Half Financial Partners, LLC	813	$316K	0.15%	new	13F-HR Timeline
Hennion & Walsh Asset Management, Inc.	812	$315K	0.01%	-648	13F-HR Timeline
Summit Wealth Group, LLC	812	$315K	0.08%	new	13F-HR Timeline
May Hill Capital, LLC	809	$314K	0.1%	+131	13F-HR Timeline
McLean Asset Management Corp	787	$313K	0.08%	+33	13F-HR Timeline
True Wealth Design, LLC	803	$312K	0.11%	-12	13F-HR Timeline
Cannon Wealth Management Services, LLC	802	$311K	0.25%	+3	13F-HR Timeline
Axim Planning & Wealth	800	$311K	0.28%	-16	13F-HR Timeline
McIlrath & Eck, LLC	798	$310K	0.04%	+148	13F-HR Timeline
One Charles Private Wealth Services, LLC	798	$310K	0.09%	0	13F-HR Timeline
Riverbend Wealth Management, LLC	797	$310K	0.23%	+49	13F-HR Timeline
Legacy Edge Advisors, LLC	797	$309K	0.04%	-7	13F-HR Timeline
Rede Wealth, LLC	795	$309K	0.11%	-15	13F-HR Timeline
DecisionMap Wealth Management, LLC	795	$308K	0.21%	+9	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	792	$307K	0.01%	+2	13F-HR Timeline Group
Ellenbecker Investment Group	791	$307K	0.05%	-51	13F-HR Timeline
Caliber Wealth Management, LLC / KS	791	$307K	0.03%	new	13F-HR Timeline
Cyr Financial Inc.	791	$307K	0.24%	-152	13F-HR Timeline
Financial Enhancement Group LLC	753	$306K	0.04%	+9	13F-HR Timeline
Castle Rock Wealth Management, LLC	739	$305K	0.07%	+6	13F-HR Timeline
Westside Investment Management, Inc.	782	$305K	0.06%	+53	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	784	$304K	0.04%	new	13F-HR Timeline
Pettee Investors, Inc.	783	$304K	0.18%	0	13F-HR Timeline
Disciplined Investments, LLC	783	$304K	0.13%	-4	13F-HR Timeline
REBALANCE, LLC	781	$303K	0.02%	-45	13F-HR Timeline
Omnitrust Wealth Management, Inc	284	$302K	0.36%		13F-HR Timeline
Sand Hill Global Advisors, LLC	779	$302K	0.01%	+7	13F-HR Timeline
Parisi Gray Wealth Management	778	$302K	0.09%	0	13F-HR Timeline
Helium Advisors LLC	776	$301K	0.19%	0	13F-HR Timeline
MBE Wealth Management, LLC	775	$301K	0.13%	-13	13F-HR Timeline
Stonebridge Financial Planning Group, L…	773	$300K	0.13%	-99	13F-HR Timeline
MBA Advisors LLC	772	$300K	0.14%	-8	13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	770	$299K	0.01%	+149	13F-HR Timeline Group
Holt Capital Advisors, L.L.C. dba Holt …	770	$299K	0.05%	0	13F-HR Timeline
MPS Loria Financial Planners, LLC	768	$298K	0.09%	+2	13F-HR Timeline
Invst, LLC	765	$297K	0.04%	-309	13F-HR Timeline
Atala Financial Inc	765	$297K	0.2%	0	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	763	$296K	0.12%	0	13F-HR Timeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…	763	$296K	0.01%	0	13F-HR Timeline
Trilogy Capital Inc.	762	$296K	0.01%	+45	13F-HR Timeline
Cascade Financial Partners, LLC	761	$295K	0.04%	+40	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	760	$295K	0.03%	-177	13F-HR Timeline
First PREMIER Bank	760	$295K	0.07%	0	13F-HR Timeline
FORONJY FINANCIAL LLC	760	$295K	0.14%		13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	759	$295K	0.11%	+82	13F-HR Timeline
Whalen Wealth Management Inc.	758	$294K	0.18%	new	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	757	$294K	0.06%	-313	13F-HR Timeline Group
Narus Financial Partners, LLC	756	$293K	0.09%	new	13F-HR Timeline
Sageworth Trust Co	755	$293K	0.02%	+19	13F-HR Timeline
Drum Hill Capital, LLC	755	$293K	0.32%	0	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	754	$293K	0.01%	new	13F-HR Timeline
Global Financial Private Client, LLC	753	$292K	0.11%	+13	13F-HR Timeline
Traub Capital Management LLC	752	$292K	0.27%		13F-HR Timeline
GARDNER LEWIS ASSET MANAGEMENT L P	752	$292K	0.07%	new	13F-HR Timeline
General Partner, Inc.	752	$292K	0.17%	0	13F-HR Timeline
Berry Wealth Group, LP	752	$292K	0.2%	-64	13F-HR Timeline
Colonial River Investments, LLC	714	$292K	0.13%	-25	13F-HR Timeline
Waypoint Wealth Partners Inc.	750	$291K	0.07%	new	13F-HR Timeline
Elk River Wealth Management LLC	750	$291K	0.05%	0	13F-HR Timeline
Pingora Partners LLC	750	$291K	0.22%	0	13F-HR Timeline
Secure Asset Management, LLC	749	$291K	0.05%	new	13F-HR Timeline
HOURGLASS CAPITAL, LLC	747	$290K	0.07%	0	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	747	$290K	0.08%	0	13F-HR Timeline
Safe Harbor Fiduciary, LLC	747	$290K	0.27%	-30	13F-HR Timeline
SOA Wealth Advisors, LLC.	745	$289K	0.05%	+430	13F-HR Timeline
SilverOak Wealth Management LLC	744	$289K	0.05%	new	13F-HR Timeline
Maple Capital Management, Inc.	743	$289K	0.02%	-138	13F-HR Timeline
TrueWealth Advisors, LLC	743	$289K	0.09%	+2	13F-HR Timeline
Kondo Wealth Advisors, Inc.	738	$288K	0.13%	+1	13F-HR Timeline
Paragon Private Wealth Management, LLC	740	$287K	0.11%	+128	13F-HR Timeline
Broadleaf Partners, LLC	740	$287K	0.06%	0	13F-HR Timeline
QVR LLC	734	$285K	0.29%	new	13F-HR Timeline
Physician Wealth Advisors, Inc.	733	$285K	0.04%	+41	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	732	$284K	0.01%	+77	13F-HR Timeline Group
Piedmont Capital Management, LLC	732	$284K	0.16%	0	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	730	$283K	0.2%	+75	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	730	$283K	0.09%	0	13F-HR Timeline
XY Planning Network, Inc.	726	$282K	0.1%	new	13F-HR Timeline
Texas Bank & Trust Co	726	$282K	0.11%	+70	13F-HR Timeline
EWA, LLC	726	$282K	0.09%	-79	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	724	$281K	0.08%	-38	13F-HR Timeline
Fiduciary Wealth Partners, LLC	721	$280K	0.26%	+584	13F-HR Timeline
Belmont Capital, LLC	720	$280K	0.04%	0	13F-HR Timeline
REAP Financial Group, LLC	719	$279K	0.07%	+338	13F-HR Timeline
Ipsen Advisor Group LLC	719	$279K	0.21%	+3	13F-HR Timeline
PATTON FUND MANAGEMENT, INC.	718	$279K	0.06%	new	13F-HR Timeline
CONSCIOUS WEALTH INVESTMENTS, LLC	647	$278K	0.18%	0	13F-HR Timeline
Clarus Group, Inc.	716	$278K	0.1%	+2	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	714	$277K	0.08%	0	13F-HR Timeline
Northeast Financial Consultants Inc	712	$276K	0.01%	new	13F-HR Timeline
Black Diamond Financial, LLC	711	$276K	0.04%	-148	13F-HR Timeline
Aletheian Wealth Advisors LLC	711	$276K	0.14%	-4	13F-HR Timeline
Causey Wealth LLC	711	$276K	0.14%	+2	13F-HR Timeline
Bravias Capital Group, LLC	710	$276K	0.2%	new	13F-HR Timeline
LYNCH & ASSOCIATES/IN	708	$275K	0.06%	0	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	708	$275K	0.21%	-55	13F-HR Timeline
Beaird Harris Wealth Management, LLC	707	$274K	0.02%	+124	13F-HR Timeline
Geneva Partners, LLC	707	$274K	0.11%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	706	$274K	0.02%	-208	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	706	$274K	0.03%	0	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	705	$274K	<0.01%	0	13F-HR Timeline
Orion Capital Management LLC	705	$274K	0.1%	-115	13F-HR Timeline
Fortitude Advisory Group L.L.C.	703	$273K	0.16%	+10	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	701	$272K	0.07%	-37	13F-HR Timeline
BALLAST ADVISORS LLC	701	$272K	0.08%	0	13F-HR Timeline
Capitol Family Office, Inc.	700	$272K	0.35%	-28	13F-HR Timeline
Core Wealth Partners LLC	700	$272K	0.14%	0	13F-HR Timeline
Knollwood Investment Advisory, LLC	700	$272K	0.03%	0	13F-HR Timeline
Balentine LLC	699	$271K	0.01%	-2,987	13F-HR Timeline
10Elms LLP	699	$271K	0.26%	-153	13F-HR Timeline
Sylvest Advisors, LLC	699	$271K	0.16%	+1	13F-HR Timeline
MCDONALD PARTNERS LLC	698	$271K	0.07%	-86	13F-HR Timeline
Linden Thomas Advisory Services, LLC	697	$271K	0.03%	-6,792	13F-HR Timeline
Kiker Wealth Management, LLC	696	$270K	0.15%	+11	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	696	$270K	0.04%	0	13F-HR Timeline
MKT Advisors LLC	690	$270K	0.11%	new	13F-HR Timeline
Clay Northam Wealth Management, LLC	695	$270K	0.17%	0	13F-HR Timeline
Jessup Wealth Management, Inc	694	$269K	0.11%	new	13F-HR Timeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.	692	$269K	0.17%	+3	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	691	$268K	0.09%	0	13F-HR Timeline
Grantvest Financial Group LLC	690	$268K	0.2%	-100	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	689	$267K	0.26%	-142	13F-HR Timeline
Certified Advisory Corp	688	$267K	0.03%	+2	13F-HR Timeline
Pacific Center for Financial Services	688	$267K	0.07%	+3	13F-HR Timeline
GRANDFIELD & DODD, LLC	687	$267K	0.02%	new	13F-HR Timeline
MAYPORT, LLC	687	$267K	0.06%	-35	13F-HR Timeline
KOM Wealth Management Group, LLC	687	$267K	0.21%	+6	13F-HR Timeline
Granite FO LLC	685	$266K	0.15%	0	13F-HR Timeline
SHUFRO ROSE & CO LLC	805	$265K	0.02%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	683	$265K	0.07%	0	13F-HR Timeline
Blue Capital, Inc.	681	$264K	0.19%		13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	629	$264K	0.11%	-150	13F-HR Timeline
Prudent Man Advisors, LLC	0	$264K	0.08%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
Gemmer Asset Management LLC	677	$263K	0.02%	-6	13F-HR Timeline
Argentarii, LLC	676	$262K	0.12%	+30	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	673	$261K	0.16%	0	13F-HR Timeline
Claret Asset Management Corp	673	$261K	0.03%	-3	13F-HR Timeline
Breed's Hill Capital LLC	671	$261K	0.13%	0	13F-HR Timeline
BAXTER BROS INC	671	$260K	0.03%	-75	13F-HR Timeline
Trust Co	671	$260K	0.03%	+152	13F-HR Timeline
Gibson Wealth Advisors LLC	670	$260K	0.19%	new	13F-HR Timeline
St. Louis Trust Co	668	$259K	0.03%	0	13F-HR Timeline
Sterling Investment Counsel, LLC	667	$259K	0.15%	-414	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	667	$259K	0.14%	new	13F-HR Timeline
Meritas Wealth Management, LLC	667	$259K	0.14%	0	13F-HR Timeline
New World Advisors LLC	664	$258K	0.05%	new	13F-HR Timeline
Enclave Advisors LLC	661	$257K	0.04%	-28	13F-HR Timeline
Hibernia Wealth Partners, LLC	661	$256K	0.09%	new	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	658	$255K	0.12%	-27	13F-HR Timeline
ALERUS FINANCIAL NA	656	$255K	0.02%	-28	13F-HR Timeline
Aldebaran Financial Inc.	656	$255K	0.28%	0	13F-HR Timeline
PATRON PARTNERS, LLC	656	$255K	0.13%	-11	13F-HR Timeline
OMC Financial Services LTD	655	$254K	0.1%	0	13F-HR Timeline
Verity & Verity, LLC	655	$254K	0.02%	-28	13F-HR Timeline
Cambridge Financial Group, LLC	653	$254K	0.1%	0	13F-HR Timeline
Human Investing LLC	651	$253K	0.04%	-48	13F-HR Timeline
NIA IMPACT ADVISORS, LLC	651	$253K	0.09%	0	13F-HR Timeline
OPTIMA CAPITAL LLC	651	$253K	0.14%	+12	13F-HR Timeline
BIP Wealth, LLC	651	$253K	0.02%	-37	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	650	$252K	0.17%	0	13F-HR Timeline
Aspetuck Financial Management LLC	650	$252K	0.19%	0	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	647	$251K	0.25%	0	13F-HR Timeline
Cheviot Value Management, LLC	603	$251K	0.03%	-35	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	647	$251K	0.05%	+1	13F-HR Timeline
Planned Solutions, Inc.	644	$250K	0.1%	-19	13F-HR Timeline
OPTIMIZE FINANCIAL INC.	644	$250K	0.15%	-4	13F-HR Timeline
Red Wave Investments LLC	644	$250K	0.08%	+23	13F-HR Timeline
Talisman Wealth Advisors LLC	642	$249K	0.23%	+11	13F-HR Timeline
KDT Advisors, LLC	640	$248K	0.4%	new	13F-HR Timeline
jvl associates llc	639	$248K	0.09%	new	13F-HR Timeline
Clark & Stuart, Inc	639	$248K	0.19%	-50	13F-HR Timeline
Carter Financial Group, INC.	637	$247K	0.16%		13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	637	$247K	0.06%	0	13F-HR Timeline
RFG Holdings, Inc.	635	$247K	0.07%	new	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	636	$246K	0.06%	new	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	635	$246K	0.08%	-20	13F-HR Timeline
Salomon & Ludwin, LLC	617	$246K	0.02%	+1	13F-HR Timeline
Werba Rubin Papier Wealth Management	631	$245K	0.05%	+21	13F-HR Timeline
BlackDiamond Wealth Management, LLC	626	$245K	0.14%	new	13F-HR Timeline
Bristlecone Advisors, LLC	629	$244K	0.02%	-444	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	628	$244K	0.13%	new	13F-HR Timeline
Carbahal Olsen Financial Services Group…	628	$244K	0.21%	+7	13F-HR Timeline