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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,013$718K0.07%-2,08613F-HRTimeline
Eaton Financial Holdings Company, LLC1,012$717K0.23%-2313F-HRTimeline
Westside Investment Management, Inc.1,002$715K0.11%013F-HRTimeline
COOKSON PEIRCE & CO INC1,009$715K0.03%013F-HRTimeline
CWS Financial Advisors, LLC1,009$715K0.18%+513F-HRTimeline
Garden State Investment Advisory Servic…1,006$713K0.17%+513F-HRTimeline
Financial Advisors Network, Inc.1,006$712K0.1%-1413F-HRTimeline
BOK Financial Private Wealth, Inc.1,004$711K0.04%+52713F-HRTimeline
Warther Private Wealth, LLC1,001$709K0.17%-74113F-HRTimeline
Archford Capital Strategies, LLC1,001$709K0.08%-19013F-HRTimeline
Catalina Capital Group, LLC1,001$709K0.43%+1113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,000$709K0.19%new13F-HRTimeline
U S GLOBAL INVESTORS INC1,000$708K0.08%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,000$708K0.1%013F-HRTimelineGroup
DAVIDSON TRUST CO1,000$708K0.31%-16813F-HRTimeline
First Western Trust Bank1,000$708K0.04%013F-HRTimeline
Hartree Partners, LP1,000$708K0.15%new13F-HRTimeline
Alamar Capital Management, LLC1,000$708K0.43%013F-HRTimeline
Prodigy Asset Management LLC1,000$708K0.24%013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.999$708K0.24%-3613F-HRTimeline
Embree Financial Group997$706K0.08%+13113F-HRTimeline
Rothschild Capital Partners, LLC994$704K0.17%+35213F-HRTimeline
Clarity Wealth Advisors, LLC994$704K0.14%-5813F-HRTimeline
AXA S.A.in group AXA S.A.993$704K0.27%013F-HRTimelineGroup
Holistic Financial Partners991$702K0.26%+1813F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.990$701K0.14%-4013F-HRTimeline
FIRST FINANCIAL CORP /IN/987$699K0.27%-2113F-HRTimeline
Capstone Wealth Management, Inc.977$699K0.59%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC986$699K0.55%+2213F-HRTimeline
Manchester Capital Management LLC985$698K0.1%-7613F-HRTimeline
Pettee Investors, Inc.783$697K0.36%013F-HRTimeline
Legacy Advisors, LLC983$696K0.08%+713F-HRTimeline
MOZAYYX MANAGEMENT LLC982$696K0.71%new13F-HRTimeline
Acumen Wealth Advisors, LLC981$695K0.19%013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV981$695K0.38%013F-HRTimeline
Meredith Wealth Planning980$694K0.19%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA979$694K0.19%013F-HRTimeline
Fosun International Ltd978$693K0.17%new13F-HRTimeline
DARA CAPITAL US, INC.978$693K0.66%+2013F-HRTimeline
RW Investment Management LLC978$693K0.07%13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC977$692K0.19%-213F-HRTimeline
Glass Wealth Management Co LLC977$692K0.27%+60213F-HRTimeline
COFG Advisors, LLC976$691K0.17%-3313F-HRTimeline
USA FINANCIAL FORMULAS973$689K0.13%-35513F-HRTimeline
Sepio Capital, LP973$689K0.04%-70513F-HRTimeline
May Hill Capital, LLC967$685K0.17%+5513F-HRTimeline
SANDLER CAPITAL MANAGEMENT965$684K0.46%-47313F-HRTimeline
REAP Financial Group, LLC957$678K0.13%+3213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC956$677K0.26%-20813F-HRTimeline
BIP Wealth, LLC956$677K0.03%+8413F-HRTimeline
Wealthspire Retirement, LLC956$677K0.04%+413F-HRTimeline
Cambria Investment Management, L.P.953$675K0.04%-26113F-HRTimeline
FIRST COMMUNITY TRUST NA951$674K0.5%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC951$674K0.11%+39413F-HRTimelineGroup
Abbot Financial Management, Inc.950$673K0.29%013F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…949$672K0.02%new13F-HRTimeline
BEARING POINT CAPITAL, LLC947$671K0.11%-13713F-HRTimeline
Intrua Financial, LLC945$669K0.07%-12813F-HRTimeline
Syntegra Private Wealth Group, LLC944$669K0.06%-10613F-HRTimeline
Ring Mountain Capital, LLC943$668K0.37%+313F-HRTimeline
Miller Financial Services LLC943$668K0.74%+21413F-HRTimeline
South Street Advisors LLC940$666K0.1%013F-HRTimeline
Prota Financial, LLC940$666K0.48%+4913F-HRTimeline
SGL Investment Advisors, Inc.718$665K0.25%-3413F-HRTimeline
KELLEHER FINANCIAL ADVISORS950$665K0.17%-23413F-HRTimeline
BARLOW WEALTH PARTNERS, LLC836$664K0.07%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE938$664K0.1%-90913F-HRTimeline
Canvas Wealth Advisors, LLC937$664K0.11%-9013F-HRTimeline
ADVISORTRUST PARTNERS, LLC937$664K0.28%+30913F-HRTimeline
Medallion Wealth Advisors, LLC937$663K0.22%+6513F-HRTimeline
HighRoad Wealth Advisors, LLC935$662K0.65%013F-HRTimeline
DeDora Capital, Inc.935$662K0.16%+3813F-HRTimeline
Falcon Wealth Planning935$662K0.05%+41213F-HRTimeline
BXM Wealth LLC934$662K0.51%-40,05113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC933$661K0.08%+113F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/933$661K0.76%013F-HRTimeline
James J. Burns & Company, LLC932$660K0.09%+1513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA932$660K0.12%-5313F-HRTimeline
Rockingstone Advisors LLC931$660K0.3%-113F-HRTimeline
Global X Japan Co., Ltd.931$660K0.03%-19213F-HRTimeline
Nautilus Advisors LLC928$658K0.45%-6013F-HRTimeline
Asempa Wealth Advisors900$657K0.57%013F-HRTimeline
Pinpoint Asset Management (Singapore) P…927$657K0.15%+31813F-HRTimeline
Key Client Fiduciary Advisors, LLC927$657K0.23%+2113F-HRTimeline
Foguth Wealth Management, LLC.750$657K0.08%+30513F-HRTimeline
Syverson Strege & Co925$656K0.16%+8413F-HRTimeline
Mullaney, Keating & Wright, Inc.925$655K0.36%013F-HRTimeline
BENDER ROBERT & ASSOCIATES924$655K0.16%-2513F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)924$655K0.02%-116,03913F-HRTimeline
DUTCH ASSET Corp923$654K0.44%+30913F-HRTimeline
FIRST UNITED BANK & TRUST923$654K0.21%-713F-HRTimeline
BEACON FINANCIAL GROUP923$654K0.07%+2113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC922$653K0.02%013F-HRTimeline
WNY Asset Management, LLC920$652K0.07%13F-HRTimeline
O'ROURKE & COMPANY, Inc920$652K0.26%+16013F-HRTimeline
West Wealth Group, LLC919$651K0.13%+1813F-HRTimeline
Fortitude Advisory Group L.L.C.918$651K0.29%+5813F-HRTimeline
Blue Capital, Inc.917$650K0.42%+16313F-HRTimeline
Peterson Wealth Advisors, LLC917$649K0.09%-3013F-HRTimeline
WINCAP FINANCIAL LLC914$648K0.43%new13F-HRTimeline
SOA Wealth Advisors, LLC.913$647K0.12%+9513F-HRTimeline
Laraway Financial Advisors Inc913$647K0.45%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…913$647K0.01%new13F-HRTimelineGroup
MANCHESTER FINANCIAL INC912$646K0.12%-113F-HRTimeline
Foster Victor Wealth Advisors, LLC813$646K0.04%+1513F-HRTimeline
Signet Private Wealth LLC911$645K0.62%+34413F-HRTimeline
Physician Wealth Advisors, Inc.909$644K0.09%+5213F-HRTimeline
Elk River Wealth Management LLC905$641K0.11%+15513F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC905$641K0.01%+11513F-HRTimeline
Prostatis Group LLC905$641K0.16%-9013F-HRTimeline
Drucker Wealth 3.0, LLC905$641K0.11%+5013F-HRTimeline
AXS Investments LLC904$640K0.26%-13013F-HRTimeline
Abacus Wealth Partners, LLC904$640K0.06%-4913F-HRTimeline
Atlas Legacy Advisors, LLC899$640K0.12%-14913F-HRTimeline
WADDELL & ASSOCIATES, LLC903$640K0.04%+21713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC903$640K0.05%-1013F-HRTimeline
Kera Capital Partners, Inc.903$639K0.08%+1713F-HRTimeline
Good Steward Wealth Advisors,LLC902$639K0.41%-7013F-HRTimeline
Legacy Edge Advisors, LLC901$638K0.07%-1713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.900$638K<0.01%013F-HRTimelineGroup
PenderFund Capital Management Ltd.900$638K0.1%new13F-HRTimeline
QVR LLC898$636K0.31%new13F-HRTimeline
Friday Financial898$636K0.22%013F-HRTimeline
Smith Thornton Advisors LLC896$635K0.32%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…708$634K0.4%013F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.895$634K0.27%013F-HRTimeline
Costello Asset Management, INC895$634K0.22%+1513F-HRTimeline
Chemistry Wealth Management LLC894$633K0.11%-3313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA893$633K0.13%013F-HRTimeline
Sand Hill Global Advisors, LLC893$633K0.02%+9313F-HRTimeline
1834 INVESTMENT ADVISORS CO893$633K0.08%-713F-HRTimeline
Red Mountain Financial, LLC892$632K0.6%-813F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.892$632K0.5%+6713F-HRTimeline
UPTICK PARTNERS, LLC890$631K0.13%+4613F-HRTimeline
Arcus Capital Partners, LLC886$628K0.23%-613F-HRTimeline
Kingsbury Capital Investment Advisors L…886$628K0.59%13F-HRTimeline
Requisite Capital Management, LLC886$627K0.12%013F-HRTimeline
WINSLOW ASSET MANAGEMENT INC885$627K0.12%-3013F-HRTimeline
Salomon & Ludwin, LLC873$626K0.06%-513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV880$623K0.08%+3113F-HRTimeline
Private Advisory Group LLC880$623K0.04%+27913F-HRTimeline
Forza Wealth Management, LLC876$621K0.22%+25413F-HRTimeline
denkapparat Operations GmbH874$619K0.26%013F-HRTimeline
Signature Equity Partners, LLC874$619K0.33%-5813F-HRTimeline
Townsend & Associates, Inc765$619K0.05%013F-HRTimeline
Manske Wealth Management873$618K0.17%-2813F-HRTimeline
Optivise Advisory Services LLC872$618K0.37%-6413F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC870$616K0.29%+513F-HRTimeline
Eagle Capital Management, LLC870$616K0.24%013F-HRTimeline
American Institute for Advanced Investm…869$616K0.4%-8013F-HRTimeline
Clientfirst Wealth Management, LLC869$616K0.52%013F-HRTimeline
Adams Wealth Management866$614K0.13%013F-HRTimeline
Holland Advisory Services, Inc.865$613K0.82%+113F-HRTimeline
Legato Capital Management LLC864$612K0.06%-7013F-HRTimeline
Old North State Trust, LLC864$612K0.36%-1813F-HRTimeline
Pekin Hardy Strauss, Inc.863$611K0.06%-2513F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…858$608K0.05%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC855$606K0.08%-1413F-HRTimeline
MMA ASSET MANAGEMENT LLC853$604K0.21%+48913F-HRTimeline
DF DENT & CO INC852$604K0.01%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC852$604K0.62%013F-HRTimeline
Financial Council, LLC850$602K0.23%013F-HRTimeline
STAR Financial Bank850$602K0.28%-1313F-HRTimeline
M.E. ALLISON & CO., INC.847$600K0.4%+113F-HRTimeline
Walser Wealth Management Company, A Ltd…846$600K0.27%+713F-HRTimeline
Castle Rock Wealth Management, LLC836$599K0.13%+213F-HRTimeline
TCP Asset Management, LLC845$599K0.08%+22213F-HRTimeline
BURLING WEALTH PARTNERS, LLC845$599K0.1%013F-HRTimeline
ICW Investment Advisors LLC842$597K0.22%-45413F-HRTimeline
Reyes Financial Architecture, Inc.841$596K0.49%-9913F-HRTimeline
Archer Investment Corp840$595K0.13%-35213F-HRTimeline
WealthBridge Capital Management, LLC840$595K0.14%+113F-HRTimeline
Wealth Management Associates, Inc.839$595K0.21%-48513F-HRTimeline
Wealth Intelligence, LLC839$594K0.29%-39313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC750$593K0.05%-613F-HRTimeline
Town & Country Bank & Trust CO dba Firs…837$593K0.2%-21113F-HRTimeline
Stonebridge Financial Planning Group, L…836$592K0.22%-513F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC836$592K0.49%+7513F-HRTimeline
Ninepoint Partners LP836$592K0.07%-7813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…836$592K0.36%+11913F-HRTimelineGroup
Mascagni Wealth Management, Inc.835$592K0.42%+46513F-HRTimeline
Waterford Advisors, LLC885$591K0.19%013F-HRTimeline
Accretive Wealth Partners, LLC833$590K0.17%new13F-HRTimeline
Axim Planning & Wealth832$589K0.72%013F-HRTimeline
RHL GROUP, LLC832$589K0.5%-313F-HRTimeline
Southern Financial Group, LLC830$588K0.16%-6313F-HRTimeline
D.B. Root & Company, LLC830$588K0.14%-7413F-HRTimeline
RETIREMITTEN FINANCIAL LLC829$587K0.28%13F-HRTimeline
Genesis Financial Group, LLC825$585K0.39%-1013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.825$584K0.06%-12613F-HRTimeline
McLean Asset Management Corp823$583K0.1%+813F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…821$582K0.14%013F-HRTimelineGroup
Philip James Wealth Mangement, LLC820$581K0.07%-38513F-HRTimeline
GSA CAPITAL PARTNERS LLP820$581K0.04%-62113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…820$581K0.2%+23013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.819$580K0.14%+55513F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD817$579K0.03%+5013F-HRTimeline
Ballew Advisors, Inc735$578K0.33%-9813F-HRTimeline
Spectrum Planning & Advisory Services I…816$578K0.29%-3713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC813$576K0.04%-3513F-HRTimeline