CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers: 3,102
13F filers: 3,151
New: 266
Added: 1,149
Reduced: 1,200
Sold out: 121
Shares held by filers: 333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Jupiter Wealth Management LLC	808	$386K	0.18%	0	13F-HR Timeline
One Charles Private Wealth Services, LLC	807	$385K	0.1%	+9	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	805	$384K	0.13%	-20	13F-HR Timeline
Cannon Wealth Management Services, LLC	804	$384K	0.29%	+2	13F-HR Timeline
Ellenbecker Investment Group	803	$383K	0.06%	+12	13F-HR Timeline
SOA Wealth Advisors, LLC.	800	$382K	0.07%	+55	13F-HR Timeline
Embree Financial Group	797	$380K	0.05%	-20	13F-HR Timeline
Syverson Strege & Co	796	$380K	0.09%	-43	13F-HR Timeline
SEAMOUNT FINANCIAL GROUP INC	796	$380K	0.18%	-166	13F-HR Timeline
Aspen Grove Capital, LLC	795	$379K	0.06%	-657	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	793	$379K	0.07%	-97	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	708	$378K	0.28%	0	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	792	$378K	0.03%	+214	13F-HR Timeline
True Wealth Design, LLC	789	$377K	0.12%	-14	13F-HR Timeline
Disciplined Investments, LLC	786	$375K	0.15%	+3	13F-HR Timeline
Pettee Investors, Inc.	783	$374K	0.21%	0	13F-HR Timeline
CONSCIOUS WEALTH INVESTMENTS, LLC	647	$373K	0.22%	0	13F-HR Timeline
REBALANCE, LLC	781	$373K	0.02%	0	13F-HR Timeline
REAP Financial Group, LLC	781	$372K	0.08%	+62	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	780	$372K	0.02%	-158	13F-HR Timeline
Trilogy Capital Inc.	776	$370K	0.02%	+14	13F-HR Timeline
Octavia Wealth Advisors, LLC	775	$370K	0.04%	+194	13F-HR Timeline
Richmond Investment Services, LLC	774	$369K	0.07%	-315	13F-HR Timeline
Proficio Capital Partners LLC	774	$369K	0.03%	-1,476	13F-HR/A Timeline
Vision Capital Management, Inc.	773	$369K	0.05%	-197	13F-HR Timeline
Townsend & Associates, Inc	700	$369K	0.03%	new	13F-HR Timeline
Triad Wealth Partners, LLC	773	$369K	0.05%	+234	13F-HR Timeline
MPS Loria Financial Planners, LLC	771	$368K	0.1%	+3	13F-HR Timeline
Second Half Financial Partners, LLC	771	$368K	0.16%	-42	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	770	$367K	0.06%	0	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	770	$367K	0.29%	-975	13F-HR Timeline
Q3 Asset Management	762	$367K	0.13%	new	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	767	$366K	0.02%	-100	13F-HR Timeline
Parisi Gray Wealth Management	767	$366K	0.1%	-11	13F-HR Timeline
Maple Capital Management, Inc.	765	$365K	0.02%	+22	13F-HR Timeline
Atala Financial Inc	765	$365K	0.23%	0	13F-HR Timeline
MBE Wealth Management, LLC	764	$365K	0.16%	-11	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	764	$365K	0.1%	+50	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	763	$364K	0.14%	0	13F-HR Timeline
Cascade Financial Partners, LLC	761	$363K	0.04%	0	13F-HR Timeline
DF DENT & CO INC	760	$363K	<0.01%	-276	13F-HR Timeline
Texas Bank & Trust Co	760	$363K	0.14%	+34	13F-HR Timeline
Castle Rock Wealth Management, LLC	743	$362K	0.08%	+4	13F-HR Timeline
Fiduciary Wealth Partners, LLC	758	$362K	0.15%	+37	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	703	$361K	0.34%		13F-HR Timeline
Secure Asset Management, LLC	751	$361K	0.06%	+2	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	756	$361K	0.06%	-1	13F-HR Timeline Group
Drum Hill Capital, LLC	755	$360K	0.39%	0	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	756	$360K	0.1%	+138	13F-HR/A Timeline
Destiny Wealth Partners, LLC	754	$360K	0.04%	new	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	754	$360K	0.01%	0	13F-HR Timeline
New World Advisors LLC	752	$359K	0.07%	+88	13F-HR Timeline
General Partner, Inc.	752	$359K	0.2%	0	13F-HR Timeline
Kondo Wealth Advisors, Inc.	752	$359K	0.14%	+14	13F-HR Timeline
MOUNT VERNON ASSOCIATES INC /MD/	750	$358K	0.25%	-200	13F-HR Timeline
Pingora Partners LLC	750	$358K	0.24%	0	13F-HR Timeline
Elk River Wealth Management LLC	750	$358K	0.06%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	749	$358K	0.07%	-92	13F-HR Timeline
HOURGLASS CAPITAL, LLC	747	$356K	0.08%	0	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	747	$356K	0.09%	0	13F-HR Timeline
Sand Hill Global Advisors, LLC	744	$355K	0.01%	-35	13F-HR Timeline
Sterling Investment Counsel, LLC	743	$354K	0.11%	+76	13F-HR Timeline
Broadleaf Partners, LLC	740	$353K	0.07%	0	13F-HR Timeline
SMART Wealth LLC	739	$353K	0.13%	-169	13F-HR Timeline
Invst, LLC	739	$353K	0.04%	-26	13F-HR Timeline
Riverbend Wealth Management, LLC	739	$353K	0.25%	-58	13F-HR Timeline
Piedmont Capital Management, LLC	732	$351K	0.19%	0	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	730	$348K	0.1%	0	13F-HR Timeline
Traub Capital Management LLC	727	$347K	0.34%	-25	13F-HR Timeline
White Knight Strategic Wealth Advisors,…	723	$345K	0.27%	-535	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	721	$344K	0.31%	+32	13F-HR Timeline
Clarus Group, Inc.	718	$343K	0.12%	+2	13F-HR Timeline
PATTON FUND MANAGEMENT, INC.	718	$343K	0.06%	0	13F-HR Timeline
HF Advisory Group, LLC	718	$342K	0.13%	-159	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	712	$340K	0.05%	+112	13F-HR Timeline Group
4WEALTH ADVISORS, INC.	712	$340K	0.31%	-679	13F-HR Timeline
Causey Wealth LLC	711	$339K	0.17%	0	13F-HR Timeline
SIH Partners, LLLPin group SIH Partners, LLLP	710	$339K	0.03%	new	13F-HR Timeline Group
Enclave Advisors LLC	710	$339K	0.05%	+49	13F-HR Timeline
LYNCH & ASSOCIATES/IN	708	$338K	0.07%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	707	$337K	0.02%	+1	13F-HR Timeline
Geneva Partners, LLC	707	$337K	0.12%	0	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	707	$337K	0.04%	+1	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	706	$337K	0.21%	+89	13F-HR Timeline Group
Orion Capital Management LLC	705	$336K	0.12%	0	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	705	$336K	<0.01%	0	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	705	$336K	0.11%	-54	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	704	$336K	0.02%	-131	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	704	$336K	0.06%	new	13F-HR Timeline
SilverOak Wealth Management LLC	704	$336K	0.06%	-40	13F-HR Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…	703	$335K	<0.01%	-121,874	13F-HR Timeline Group
Capitol Family Office, Inc.	701	$334K	0.41%	+1	13F-HR Timeline
GARDNER RUSSO & QUINN LLC	700	$334K	<0.01%	new	13F-HR Timeline
Core Wealth Partners LLC	700	$334K	0.15%	0	13F-HR Timeline
First Affirmative Financial Network	700	$334K	0.16%	new	13F-HR Timeline
Aletheian Wealth Advisors LLC	699	$334K	0.16%	-12	13F-HR Timeline
10Elms LLP	699	$334K	0.3%	0	13F-HR Timeline
Sylvest Advisors, LLC	699	$333K	0.18%	0	13F-HR Timeline
Beacon Capital Management, LLC	698	$333K	0.05%	-593	13F-HR Timeline
Baltimore-Washington Financial Advisors…	697	$333K	0.01%	+90	13F-HR Timeline
MAYPORT, LLC	697	$333K	0.07%	+10	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	696	$332K	0.05%	0	13F-HR Timeline
Jessup Wealth Management, Inc	694	$331K	0.12%	0	13F-HR Timeline
Elm Partners Management LLC	693	$331K	0.01%	new	13F-HR/A Timeline
Gemmer Asset Management LLC	692	$330K	0.03%	+15	13F-HR Timeline
First PREMIER Bank	690	$330K	0.07%	-70	13F-HR Timeline
GEM Asset Management, LLC	678	$330K	0.16%	-180	13F-HR Timeline
Linden Thomas Advisory Services, LLC	691	$330K	0.03%	-6	13F-HR Timeline
Grantvest Financial Group LLC	690	$329K	0.23%	0	13F-HR Timeline
Pacific Center for Financial Services	690	$329K	0.08%	+2	13F-HR Timeline
Certified Advisory Corp	689	$329K	0.03%	+1	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	689	$329K	0.18%	+39	13F-HR Timeline
GRANDFIELD & DODD, LLC	687	$328K	0.02%	0	13F-HR Timeline
Balentine LLC	686	$327K	0.01%	-13	13F-HR Timeline
Cambria Investment Management, L.P.	685	$327K	0.02%	new	13F-HR/A Timeline
Granite FO LLC	685	$327K	0.18%	0	13F-HR Timeline
KOM Wealth Management Group, LLC	685	$327K	0.25%	-2	13F-HR Timeline
LeConte Wealth Management, LLC	684	$326K	0.22%	+104	13F-HR Timeline
AXS Investments LLC	684	$326K	0.1%	-370	13F-HR/A Timeline
PIONEER TRUST BANK N A/OR	683	$326K	0.08%	0	13F-HR Timeline
Clay Northam Wealth Management, LLC	681	$325K	0.19%	-14	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	679	$325K	0.1%	-138	13F-HR Timeline
Prudent Man Advisors, LLC	0	$324K	0.12%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
BALLAST ADVISORS LLC	677	$323K	0.09%	-24	13F-HR Timeline
Argentarii, LLC	677	$323K	0.13%	+1	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	676	$323K	0.01%	-116	13F-HR Timeline Group
Human Investing LLC	675	$322K	0.05%	+24	13F-HR Timeline
MKT Advisors LLC	667	$321K	0.12%	-23	13F-HR Timeline
NFSG Corp	672	$320K	0.05%	-3,954	13F-HR Timeline
Drucker Wealth 3.0, LLC	670	$320K	0.06%	+109	13F-HR Timeline
BAXTER BROS INC	670	$320K	0.04%	-1	13F-HR Timeline
St. Louis Trust Co	668	$319K	0.04%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	667	$318K	0.09%	-31	13F-HR Timeline
Lokken Investment Group LLC	667	$318K	0.11%	new	13F-HR Timeline
Ipsen Advisor Group LLC	666	$318K	0.23%	-53	13F-HR Timeline
Revolve Wealth Partners, LLC	665	$317K	0.04%	+40	13F-HR Timeline
Claret Asset Management Corp	665	$317K	0.04%	-8	13F-HR Timeline
Cheviot Value Management, LLC	603	$316K	0.03%	0	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	661	$316K	0.01%	new	13F-HR Timeline
PATRON PARTNERS, LLC	661	$315K	0.14%	+5	13F-HR Timeline
Blue Capital, Inc.	661	$315K	0.23%	-20	13F-HR Timeline
Maia Wealth LLC	552	$315K	0.05%	-47	13F-HR Timeline
OPTIMA CAPITAL LLC	656	$313K	0.15%	+5	13F-HR Timeline
OMC Financial Services LTD	655	$313K	0.12%	0	13F-HR Timeline
BlackDiamond Wealth Management, LLC	654	$312K	0.17%	+28	13F-HR Timeline
Cambridge Financial Group, LLC	653	$312K	0.1%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	653	$311K	0.05%	+22	13F-HR Timeline
NIA IMPACT ADVISORS, LLC	651	$311K	0.1%	0	13F-HR Timeline
Aspetuck Financial Management LLC	650	$310K	0.21%	0	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	649	$310K	0.14%	+21	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	649	$310K	0.05%	+2	13F-HR Timeline
RFG Holdings, Inc.	648	$309K	0.08%	+13	13F-HR Timeline
Red Wave Investments LLC	645	$308K	0.09%	+1	13F-HR Timeline
Solidarity Wealth, LLC	644	$307K	0.07%	+70	13F-HR Timeline
Phoenix Wealth Advisors	643	$307K	0.12%	new	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	643	$307K	0.28%	-4	13F-HR Timeline
KDT Advisors, LLC	642	$306K	0.45%	+2	13F-HR/A Timeline
Talisman Wealth Advisors LLC	642	$306K	0.25%	0	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	642	$306K	0.13%	-16	13F-HR Timeline
Warner Group LLC	640	$305K	0.21%		13F-HR Timeline
Clark & Stuart, Inc	639	$305K	0.22%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	637	$304K	0.09%	+58	13F-HR Timeline
jvl associates llc	637	$304K	0.1%	-2	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	637	$304K	0.07%	0	13F-HR Timeline
Abel Hall, LLC	635	$303K	0.12%	-1,006	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	635	$303K	0.09%	0	13F-HR Timeline
Plan A Wealth LLC	634	$303K	0.15%	+35	13F-HR Timeline
Meritas Wealth Management, LLC	632	$302K	0.15%	-35	13F-HR Timeline
Next Level Wealth Planning, LLC	630	$301K	0.17%	+30	13F-HR Timeline
Leverty Financial Group, LLC	630	$300K	0.08%	new	13F-HR Timeline
Bristlecone Advisors, LLC	629	$300K	0.03%	0	13F-HR Timeline
Carbahal Olsen Financial Services Group…	628	$300K	0.24%	0	13F-HR Timeline
Impact Partnership Wealth, LLC	627	$299K	0.04%	+111	13F-HR Timeline
Private Advisory Group LLC	627	$299K	0.03%	new	13F-HR Timeline
DOHENY ASSET MANAGEMENT /CA	627	$299K	0.19%	0	13F-HR Timeline
Altshuler Shaham Ltd	625	$298K	<0.01%	-931,990	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	593	$298K	0.03%	new	13F-HR Timeline
JGP Wealth Management, LLC	606	$298K	0.03%	+1	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	622	$297K	0.04%	+5	13F-HR Timeline Group
PFG Private Wealth Management, LLC	621	$296K	0.13%	new	13F-HR Timeline
Integrity Wealth Solutions LLC	621	$296K	0.13%	0	13F-HR Timeline
TCP Asset Management, LLC	620	$296K	0.05%	+45	13F-HR Timeline
Granite Harbor Advisors, Inc.	620	$296K	0.12%	+27	13F-HR Timeline
one8zero8, LLC	619	$295K	0.06%	+19	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	618	$295K	0.1%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	616	$294K	0.13%	0	13F-HR Timeline
Dakota Community Bank & Trust NA	613	$292K	1.15%	+31	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	612	$292K	0.18%	-118	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	611	$292K	0.07%	-25	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	611	$292K	0.01%	0	13F-HR Timeline
CFO4Life Group, LLC	611	$292K	0.04%	+25	13F-HR Timeline
Brightwater Advisory LLC	610	$291K	0.2%	+1	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	1,065	$291K	0.03%	-375	13F-HR Timeline
Ifrah Financial Services, Inc.	608	$290K	0.08%	-8	13F-HR Timeline
Optivise Advisory Services LLC	607	$290K	0.17%	new	13F-HR Timeline
Unison Asset Management LLC	606	$289K	0.14%	0	13F-HR/A Timeline
TigerOak Management, L.L.C.	606	$289K	0.09%	0	13F-HR Timeline
Colonial River Investments, LLC	605	$289K	0.11%	-109	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	604	$288K	0.09%	0	13F-HR Timeline
JMAC ENTERPRISES LLC	604	$288K	0.06%	0	13F-HR Timeline