CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers: 3,485
13F filers: 3,543
New: 280
Added: 1,229
Reduced: 1,305
Sold out: 94
Shares held by filers: 330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AXA S.A.in group AXA S.A.	993	$569K	0.27%	0	13F-HR Timeline Group
Wall Street Financial Group, Inc.	993	$569K	0.41%	+10	13F-HR Timeline
Daviman Financial, LLC	992	$568K	0.33%		13F-HR Timeline
Paragon Private Wealth Management, LLC	991	$568K	0.17%	+88	13F-HR Timeline
Catalina Capital Group, LLC	990	$567K	0.35%	0	13F-HR Timeline
Nautilus Advisors LLC	988	$566K	0.37%	0	13F-HR Timeline
Castleview Partners, LLC	987	$565K	0.28%	+101	13F-HR Timeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…	984	$564K	0.12%		13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	985	$564K	0.1%	-31	13F-HR Timeline
HOME FEDERAL BANK OF TENNESSEE	984	$564K	0.15%	0	13F-HR Timeline
Spartan Planning & Wealth Management	983	$563K	0.42%	+117	13F-HR Timeline
Acumen Wealth Advisors, LLC	981	$562K	0.16%		13F-HR Timeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV	981	$562K	0.31%		13F-HR Timeline
Meredith Wealth Planning	980	$561K	0.17%	-200	13F-HR Timeline
Bouchey Financial Group, Ltd.	980	$561K	0.04%	+44	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	979	$561K	0.17%	-53	13F-HR Timeline
KELLY LAWRENCE W & ASSOCIATES INC/CA	979	$561K	0.14%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	977	$560K	0.04%	0	13F-HR Timeline
Legacy Advisors, LLC	976	$559K	0.06%	+23	13F-HR Timeline
Holistic Financial Partners	973	$557K	0.2%	+13	13F-HR Timeline
Good Steward Wealth Advisors,LLC	972	$557K	0.37%	-45	13F-HR Timeline
ORG Partners LLC	969	$555K	0.1%	+7	13F-HR Timeline
Ellsworth Advisors, LLC	854	$553K	0.11%	+26	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	964	$552K	0.48%		13F-HR Timeline
Blueshift Asset Management, LLC	963	$552K	0.16%	new	13F-HR Timeline
DARA CAPITAL US, INC.	958	$549K	0.49%		13F-HR Timeline
Abacus Wealth Partners, LLC	953	$546K	0.05%	+76	13F-HR Timeline
Wealthspire Retirement, LLC	952	$546K	0.03%	-58	13F-HR Timeline
FIRST COMMUNITY TRUST NA	951	$545K	0.41%	0	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	951	$545K	0.05%	+419	13F-HR Timeline
American Institute for Advanced Investm…	949	$545K	0.35%	+19	13F-HR Timeline
Abbot Financial Management, Inc.	950	$544K	0.23%	0	13F-HR Timeline
BENDER ROBERT & ASSOCIATES	949	$544K	0.11%	-75	13F-HR Timeline
Peterson Wealth Advisors, LLC	947	$542K	0.07%	+107	13F-HR Timeline
1832 Asset Management L.P.	945	$541K	<0.01%	-252,715	13F-HR Timeline
Dale Q Rice Investment Management Ltd	944	$541K	0.39%	0	13F-HR Timeline
Salomon & Ludwin, LLC	878	$541K	0.05%	+69	13F-HR Timeline
South Street Advisors LLC	940	$538K	0.08%	+100	13F-HR Timeline
Reyes Financial Architecture, Inc.	940	$538K	0.33%	-338	13F-HR Timeline
Second Line Capital, LLC	939	$538K	0.11%	+19	13F-HR Timeline
Main Street Financial Solutions, LLC	938	$537K	0.04%	-3,758	13F-HR Timeline
Tandem Wealth Advisors LLC	937	$537K	0.24%	+115	13F-HR Timeline
Optivise Advisory Services LLC	936	$536K	0.31%	+329	13F-HR Timeline
HighRoad Wealth Advisors, LLC	935	$536K	0.51%		13F-HR Timeline
Legato Capital Management LLC	934	$535K	0.05%	new	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	933	$534K	0.61%	0	13F-HR Timeline
Signature Equity Partners, LLC	932	$534K	0.3%		13F-HR Timeline
waypoint wealth counsel	932	$534K	0.2%	+64	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	932	$534K	0.07%	+301	13F-HR Timeline
Rockingstone Advisors LLC	932	$534K	0.24%	-24	13F-HR Timeline
Sageworth Trust Co	931	$533K	0.02%	-3,667	13F-HR Timeline
Southland Equity Partners LLC	930	$533K	0.11%	-6	13F-HR Timeline
FIRST UNITED BANK & TRUST	930	$533K	0.17%	-5	13F-HR Timeline
Chemistry Wealth Management LLC	927	$531K	0.1%	+10	13F-HR Timeline
Ballew Advisors, Inc	833	$530K	0.3%	-7	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	925	$530K	0.28%	0	13F-HR Timeline
REAP Financial Group, LLC	925	$530K	0.11%	+144	13F-HR Timeline
Fielder Capital Group LLC	923	$529K	0.11%	+385	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	922	$528K	0.02%	0	13F-HR Timeline
Heritage Financial Services, LLC	919	$526K	0.04%	+8	13F-HR Timeline
CHASE INVESTMENT COUNSEL CORP	919	$526K	0.15%	-28	13F-HR Timeline
Legacy Edge Advisors, LLC	918	$526K	0.06%	-19	13F-HR Timeline
James J. Burns & Company, LLC	917	$525K	0.07%	0	13F-HR Timeline
Madison Wealth Partners, Inc	916	$525K	0.1%	+53	13F-HR Timeline
Great Diamond Partners, LLC	915	$524K	0.1%	-11	13F-HR Timeline
WINSLOW ASSET MANAGEMENT INC	915	$524K	0.1%	0	13F-HR Timeline
Ninepoint Partners LP	914	$524K	0.06%	+333	13F-HR Timeline
Laraway Financial Advisors Inc	913	$523K	0.34%	0	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	913	$523K	0.04%	+3	13F-HR Timeline
MANCHESTER FINANCIAL INC	913	$523K	0.1%	-11	13F-HR Timeline
May Hill Capital, LLC	912	$522K	0.14%	+62	13F-HR/A Timeline
Black Diamond Financial, LLC	911	$522K	0.06%	0	13F-HR Timeline
McLean Asset Management Corp	815	$521K	0.09%	+12	13F-HR Timeline
Secure Asset Management, LLC	907	$520K	0.08%	+156	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	906	$519K	0.18%	+2	13F-HR Timeline
MRP Capital Investments, LLC	905	$518K	0.43%	-195	13F-HR Timeline
Avantra Family Wealth, Inc.	905	$518K	0.38%	0	13F-HR Timeline
D.B. Root & Company, LLC	904	$518K	0.13%	+11	13F-HR Timeline
BEACON FINANCIAL GROUP	902	$517K	0.05%	+63	13F-HR Timeline
West Wealth Group, LLC	901	$517K	0.11%	-1	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	836	$516K	0.06%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	798	$516K	0.03%	-303	13F-HR Timeline
Manske Wealth Management	901	$516K	0.15%	+79	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	900	$516K	<0.01%	0	13F-HR Timeline Group
1834 INVESTMENT ADVISORS CO	900	$516K	0.06%	0	13F-HR Timeline
Asempa Wealth Advisors	900	$516K	0.44%		13F-HR Timeline
Red Mountain Financial, LLC	900	$515K	0.51%	-5	13F-HR Timeline
Narus Financial Partners, LLC	898	$514K	0.14%	+77	13F-HR Timeline
Friday Financial	898	$514K	0.18%	0	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	708	$514K	0.37%	0	13F-HR Timeline
DeDora Capital, Inc.	897	$514K	0.12%	-175	13F-HR Timeline
Smith Thornton Advisors LLC	896	$513K	0.26%	0	13F-HR Timeline
BANYAN CAPITAL MANAGEMENT, INC.	895	$513K	0.22%	0	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	894	$512K	0.15%	+3	13F-HR Timeline
EWA, LLC	894	$512K	0.13%	+83	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	893	$512K	0.1%	0	13F-HR Timeline
Southern Financial Group, LLC	893	$511K	0.15%		13F-HR Timeline
Arcus Capital Partners, LLC	892	$511K	0.18%	-92	13F-HR Timeline
Roble, Belko & Company, Inc	891	$511K	0.07%	+754	13F-HR Timeline
Prota Financial, LLC	891	$510K	0.37%		13F-HR Timeline
SGL Investment Advisors, Inc.	752	$510K	0.2%	new	13F-HR Timeline
Pekin Hardy Strauss, Inc.	888	$508K	0.05%	-1	13F-HR Timeline
Requisite Capital Management, LLC	886	$507K	0.1%	new	13F-HR Timeline
Waterford Advisors, LLC	885	$507K	0.2%	-26	13F-HR Timeline
BXM Wealth LLC	40,985	$506K	0.39%	+40,131	13F-HR Timeline
Old North State Trust, LLC	882	$505K	0.3%	-89	13F-HR Timeline
Costello Asset Management, INC	880	$504K	0.17%	-10	13F-HR Timeline
denkapparat Operations GmbH	874	$501K	0.27%	new	13F-HR Timeline
BIP Wealth, LLC	872	$500K	0.02%	-3	13F-HR Timeline
PCG ASSET MANAGEMENT, LLC	870	$499K	0.4%	-15	13F-HR Timeline
Medallion Wealth Advisors, LLC	872	$499K	0.17%	+7	13F-HR Timeline
S Harris Financial Group, LLC	870	$498K	0.48%		13F-HR Timeline
Eagle Capital Management, LLC	870	$498K	0.18%	0	13F-HR Timeline
Walkner Condon Financial Advisors LLC	869	$498K	0.07%	+38	13F-HR Timeline
Cullen Capital Management, LLC	869	$498K	0.01%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	869	$498K	0.4%	+42	13F-HR Timeline
Embree Financial Group	866	$496K	0.06%	+69	13F-HR Timeline
Omnia Family Wealth, LLC	866	$496K	0.15%	+8	13F-HR Timeline
Adams Wealth Management	866	$496K	0.11%	-10	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	865	$496K	0.23%	new	13F-HR Timeline
Holland Advisory Services, Inc.	864	$495K	0.67%	0	13F-HR Timeline
Townsend & Associates, Inc	765	$495K	0.04%	+65	13F-HR Timeline
STAR Financial Bank	863	$494K	0.25%	-559	13F-HR Timeline
Mayfair Advisory Group, LLC	825	$494K	0.19%	0	13F-HR Timeline
Fortitude Advisory Group L.L.C.	860	$493K	0.21%	-16	13F-HR Timeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…	858	$492K	0.04%	+36	13F-HR Timeline Group
Physician Wealth Advisors, Inc.	857	$491K	0.07%	+31	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	856	$491K	0.08%	0	13F-HR Timeline
Drucker Wealth 3.0, LLC	855	$490K	0.09%	+185	13F-HR Timeline
Strategies Wealth Advisors, LLC	854	$489K	0.05%	-788	13F-HR Timeline
Spectrum Planning & Advisory Services I…	853	$489K	0.25%	-3	13F-HR Timeline
Werba Rubin Papier Wealth Management	853	$489K	0.13%	+200	13F-HR Timeline
BlackDiamond Wealth Management, LLC	658	$489K	0.24%	+4	13F-HR Timeline
DF DENT & CO INC	852	$488K	0.01%	+92	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	852	$488K	0.51%	-25	13F-HR Timeline
Tortoise Investment Management, LLC	851	$488K	0.04%	+4	13F-HR Timeline
Concorde Asset Management, LLC	850	$487K	0.19%	-67	13F-HR Timeline
Milestones Private Investment Advisors …	850	$487K	0.33%	0	13F-HR Timeline
Financial Council, LLC	850	$487K	0.19%	-13	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	849	$486K	0.08%	-3	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	848	$486K	0.04%	new	13F-HR Timeline
M.E. ALLISON & CO., INC.	846	$485K	0.33%	0	13F-HR Timeline
AlphaGrep UK Ltd	846	$485K	0.16%		13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	845	$484K	0.08%	-25	13F-HR Timeline
UPTICK PARTNERS, LLC	844	$484K	0.1%	+367	13F-HR Timeline
M1 Capital Management LLC	844	$484K	0.2%	0	13F-HR Timeline
New World Advisors LLC	843	$483K	0.08%	+91	13F-HR Timeline
TrueWealth Advisors, LLC	843	$483K	0.13%	+31	13F-HR Timeline
Syverson Strege & Co	841	$482K	0.11%	+45	13F-HR Timeline
AdvisorShares Investments LLC	841	$482K	0.08%	-209	13F-HR Timeline
REBALANCE, LLC	841	$482K	0.03%	+60	13F-HR Timeline
Stonebridge Financial Planning Group, L…	841	$482K	0.17%	0	13F-HR Timeline
Tower Wealth Partners, Inc.	840	$481K	0.26%	-250	13F-HR Timeline
WealthBridge Capital Management, LLC	839	$481K	0.11%	0	13F-HR Timeline
Walser Wealth Management Company, A Ltd…	839	$481K	0.25%		13F-HR Timeline
Destiny Wealth Partners, LLC	754	$479K	0.06%	0	13F-HR Timeline
ALONGSIDE, LLC	836	$479K	0.16%		13F-HR Timeline
RHL GROUP, LLC	835	$478K	0.38%		13F-HR Timeline
Genesis Financial Group, LLC	835	$478K	0.28%		13F-HR Timeline
Axim Planning & Wealth	832	$477K	0.51%	0	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	831	$476K	0.07%	+8	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	825	$473K	0.4%	+104	13F-HR Timeline
Jacobsen Capital Management	823	$471K	0.15%	-14	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	756	$471K	0.04%	+163	13F-HR Timeline
Signature Resources Capital Management,…	822	$471K	0.24%	-87	13F-HR Timeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…	821	$470K	0.11%	0	13F-HR Timeline Group
NIA IMPACT ADVISORS, LLC	821	$470K	0.16%	+170	13F-HR Timeline
GRANDFIELD & DODD, LLC	820	$470K	0.03%	+133	13F-HR Timeline
one8zero8, LLC	819	$469K	0.1%	+200	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	818	$469K	0.18%	-193	13F-HR Timeline Group
SOA Wealth Advisors, LLC.	818	$468K	0.08%	+18	13F-HR Timeline
MBA Advisors LLC	817	$468K	0.19%	0	13F-HR Timeline
Maple Capital Management, Inc.	816	$468K	0.03%	+51	13F-HR Timeline
MARTINGALE ASSET MANAGEMENT L P	815	$467K	0.01%	-439	13F-HR Timeline
Freedom Financial Partners LLC	814	$466K	0.17%	+1	13F-HR Timeline
One Charles Private Wealth Services, LLC	812	$465K	0.12%	+5	13F-HR Timeline
Cyr Financial Inc.	812	$465K	0.29%	+1	13F-HR Timeline
Vigilare Wealth Management	811	$465K	0.16%	0	13F-HR Timeline
Richmond Investment Services, LLC	810	$464K	0.08%	+36	13F-HR Timeline
Investment Research Partners LLC	810	$464K	0.2%	+94	13F-HR Timeline
Crane Advisory, LLC	736	$464K	0.07%	-90	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	813	$463K	0.13%	+134	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	806	$462K	0.07%	-75	13F-HR Timeline
Cannon Wealth Management Services, LLC	803	$460K	0.32%	-1	13F-HR Timeline
DecisionMap Wealth Management, LLC	803	$460K	0.28%	-7	13F-HR Timeline
Sand Hill Global Advisors, LLC	800	$458K	0.02%	+56	13F-HR Timeline
Aspetuck Financial Management LLC	800	$458K	0.31%	+150	13F-HR Timeline
MOUNT VERNON ASSOCIATES INC /MD/	800	$458K	0.31%	+50	13F-HR Timeline
Aspen Grove Capital, LLC	795	$455K	0.08%	0	13F-HR Timeline
South Shore Capital Advisors	794	$455K	0.33%		13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	792	$454K	0.03%	0	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	790	$453K	0.01%	-59	13F-HR Timeline
JSF Financial, LLC	790	$452K	0.09%	-82	13F-HR Timeline
Disciplined Investments, LLC	787	$451K	0.17%	+1	13F-HR Timeline
Pettee Investors, Inc.	783	$449K	0.25%	0	13F-HR Timeline
SEAMOUNT FINANCIAL GROUP INC	783	$448K	0.2%	-13	13F-HR Timeline
Taylor Securities Services, Inc.	782	$448K	0.2%		13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	780	$447K	0.02%	0	13F-HR Timeline
Intergy Private Wealth, LLC	779	$446K	0.13%	new	13F-HR Timeline
Texas Bank & Trust Co	779	$446K	0.16%	+19	13F-HR Timeline