Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Canvas Wealth Advisors, LLC790$841K0.12%-14713F-HRTimeline
Disciplined Investments, LLC788$839K0.27%+113F-HR/ATimeline
Eaton Financial Holdings Company, LLC787$838K0.23%-22513F-HRTimeline
Fieldview Capital Management, LLC787$838K0.24%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC786$837K0.32%+75813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC785$836K0.25%+3013F-HRTimeline
Taylor Securities Services, Inc.785$836K0.34%+313F-HRTimeline
DecisionMap Wealth Management, LLC785$836K0.47%-1113F-HRTimeline
Pettee Investors, Inc.783$834K0.41%013F-HRTimeline
Mayfair Advisory Group, LLC938$833K0.25%-14713F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…781$832K0.19%-4013F-HRTimelineGroup
REBALANCE, LLC781$832K0.04%013F-HRTimeline
Donalies Financial Planning, LLC781$831K0.61%+113F-HRTimeline
DV Trading LLC780$831K0.07%-2,34213F-HRTimeline
Roble, Belko & Company, Inc779$830K0.09%013F-HRTimeline
Baltimore-Washington Financial Advisors…778$829K0.03%+7313F-HRTimeline
Atala Financial Inc778$828K0.51%013F-HRTimeline
Meadowbrook Wealth Management, LLC835$828K0.89%-47513F-HRTimeline
MPS Loria Financial Planners, LLC776$826K0.19%+213F-HRTimeline
Signature Equity Partners, LLC775$825K0.38%-9913F-HRTimeline
J. Derek Lewis & Associates Inc.773$823K0.16%+1713F-HRTimeline
TENET WEALTH PARTNERS, LLC942$823K0.61%13F-HRTimeline
Second Half Financial Partners, LLC771$821K0.34%-2013F-HRTimeline
Petros Family Wealth, LLC771$821K0.5%-213F-HRTimeline
MRP Capital Investments, LLC770$820K0.6%-2513F-HRTimeline
MBE Wealth Management, LLC768$818K0.29%+713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,153$817K0.1%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …766$816K0.1%+2113F-HRTimeline
Prota Financial, LLC822$815K0.54%-11813F-HRTimeline
Strategic Investment Solutions, Inc. /IL764$814K0.19%+2813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.763$813K0.34%013F-HRTimeline
EdgeRock Capital LLC763$812K0.18%+14513F-HRTimeline
PCG ASSET MANAGEMENT, LLC762$811K0.58%-4813F-HRTimeline
Kondo Wealth Advisors, Inc.761$810K0.27%+713F-HRTimeline
Pacific Center for Financial Services759$808K0.18%+113F-HRTimeline
New World Advisors LLC757$806K0.14%-2113F-HRTimeline
Randall & Associates Wealth Management756$805K0.5%+313F-HRTimeline
Elm Partners Management LLC756$805K0.02%+213F-HR/ATimeline
Drum Hill Capital, LLC755$804K0.82%013F-HRTimeline
Todd Wealth Management, LLC754$803K0.61%+113F-HRTimeline
Antonelli Financial Advisors, LLC752$801K0.55%013F-HRTimeline
General Partner, Inc.752$801K0.43%013F-HRTimeline
Commerce Advisors, LLC752$800K0.43%+1113F-HRTimeline
Hurlow Wealth Management Group, Inc.751$800K0.17%+113F-HRTimeline
Longview Financial Advisors LLC751$800K0.4%-38713F-HRTimeline
Archer Investment Corp750$799K0.15%-9013F-HR/ATimeline
MinichMacGregor Wealth Management, LLC750$799K0.12%-4113F-HRTimeline
Calydon Capital750$799K0.12%+2313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC750$799K0.21%+9413F-HRTimeline
Pingora Partners LLC750$799K0.47%013F-HRTimeline
FNY Investment Advisers, LLC750$798K0.29%new13F-HRTimeline
Griffith & Werner, Inc.747$796K0.37%-1313F-HRTimeline
Financial Life Planners747$796K0.51%+55613F-HRTimeline
Eurizon SLJ Capital Ltd747$795K0.29%013F-HRTimeline
GRANDFIELD & DODD, LLC745$793K0.04%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC836$793K0.09%013F-HRTimeline
jvl associates llc741$789K0.22%+5713F-HRTimeline
TrueWealth Advisors, LLC740$788K0.18%-5513F-HRTimeline
JGP Wealth Management, LLC739$787K0.07%+613F-HRTimeline
SMART Wealth LLC739$787K0.17%013F-HRTimeline
Core Wealth Partners LLC738$786K0.33%+3813F-HRTimeline
JSF Financial, LLC738$785K0.13%-1413F-HRTimeline
Global X Japan Co., Ltd.737$785K0.03%-19413F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…736$784K0.47%13F-HRTimelineGroup
Wick Capital Partners, LLC736$784K0.12%+4713F-HRTimeline
Altus Wealth Group LLC735$783K0.28%+8613F-HRTimeline
Orion Capital Management LLC735$783K0.24%+3013F-HRTimeline
Encompass More Asset Management734$782K0.11%+29413F-HRTimeline
Sunburst Financial Group, LLC733$781K0.13%+12113F-HRTimeline
American Trust733$781K0.06%+24713F-HRTimeline
Severin Investments, LLC732$779K0.59%-58413F-HRTimeline
Southern Financial Group, LLC731$779K0.2%-9913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC730$777K0.2%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC730$777K0.16%+2513F-HRTimeline
Eagle Capital Management, LLC730$777K0.27%-14013F-HRTimeline
Clarity Wealth Advisors, LLC728$775K0.14%-26613F-HRTimeline
Wealthspire Retirement, LLC727$774K0.04%-22913F-HRTimeline
Bouchey Financial Group, Ltd.727$774K0.05%-57113F-HRTimeline
Wealth Intelligence, LLC726$773K0.36%-11313F-HRTimeline
Heritage Family Offices, LLP724$771K0.3%+33513F-HRTimeline
Pacific Excel Wealth Advisors, Inc.724$771K0.3%new13F-HRTimeline
South Shore Capital Advisors722$769K0.51%-5713F-HRTimeline
Manske Wealth Management719$766K0.19%-15413F-HRTimeline
MW ADVISORY, LLC719$766K0.31%13F-HRTimeline
Abundance Wealth Counselors716$762K0.05%+21713F-HRTimeline
SHUFRO ROSE & CO LLC714$760K0.04%-3113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.712$758K0.07%-11313F-HRTimeline
Darden Wealth Group Inc711$758K0.3%+20113F-HRTimeline
BancFirst Trust & Investment Management733$757K0.32%new13F-HRTimeline
Concorde Asset Management, LLC710$756K0.44%+2513F-HRTimeline
DRW Securities, LLC709$755K0.04%-3,03513F-HRTimeline
Greenspring Advisors, LLC708$754K0.04%-7513F-HRTimeline
Causey Wealth LLC707$753K0.29%013F-HRTimeline
Gemmer Asset Management LLC706$752K0.05%+613F-HRTimeline
SilverOak Wealth Management LLC704$750K0.1%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.704$750K0.1%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC703$749K0.3%013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …703$749K0.05%-313F-HRTimeline
Eagle Wealth Advisors LLC702$748K0.57%+3613F-HRTimeline
Phillips Wealth Planners LLC795$747K0.55%-1613F-HRTimeline
Sterling Investment Counsel, LLC701$747K0.18%-6013F-HRTimeline
RED REEF ADVISORS LLC700$745K0.69%+1413F-HRTimeline
AXS Investments LLC699$744K0.21%-20513F-HRTimeline
Tandem Wealth Advisors LLC694$739K0.29%+2113F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.692$738K0.39%new13F-HRTimeline
Key Financial Inc688$733K0.12%-2,00113F-HRTimeline
N.E.W. Advisory Services LLC686$731K0.05%-34913F-HRTimeline
MBA Advisors LLC686$730K0.25%-7213F-HRTimeline
Granite FO LLC685$729K0.39%013F-HRTimeline
PIONEER TRUST BANK N A/OR683$727K0.16%013F-HRTimeline
UNIQUE WEALTH, LLC683$727K0.08%+4813F-HRTimeline
Jessup Wealth Management, Inc682$726K0.22%-413F-HRTimeline
Clay Northam Wealth Management, LLC681$725K0.36%013F-HRTimeline
Dynasty Wealth Management, LLC681$725K0.01%+32813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT681$725K0.19%-113F-HRTimeline
Piedmont Capital Management, LLC732$724K0.37%013F-HRTimeline
Prudent Man Advisors, LLC0$723K0.17%013F-HRTimelineAmount filed as zero, left out of ratios.
HOEY INVESTMENTS, INC679$723K0.1%+14113F-HRTimeline
Aviance Capital Partners, LLC679$723K0.08%+10313F-HRTimeline
Impact Partnership Wealth, LLC678$722K0.07%+6313F-HRTimeline
truNorth Financial Services, Inc.678$722K0.65%+313F-HRTimeline
Aletheian Wealth Advisors LLC678$722K0.31%+4213F-HRTimeline
DOHENY ASSET MANAGEMENT /CA677$721K0.42%+5013F-HRTimeline
BLALOCK WILLIAMS, LLC677$721K0.47%+9113F-HRTimeline
Human Investing LLC676$720K0.09%+213F-HR/ATimeline
BALLAST ADVISORS LLC676$720K0.17%013F-HRTimeline
MCDONALD PARTNERS LLC675$719K0.17%+2513F-HRTimeline
REAP Financial Group, LLC675$718K0.12%-28213F-HRTimeline
Nelson Capital Management, LLC673$717K0.08%+13513F-HRTimeline
ALTFEST L J & CO INC671$715K0.07%013F-HRTimeline
Broadleaf Partners, LLC670$713K0.14%-7013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC670$713K0.22%013F-HRTimeline
Centerpoint Advisory Group670$713K0.45%-2513F-HRTimeline
Leverty Financial Group, LLC670$713K0.14%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.669$712K0.07%+3713F-HRTimeline
PATRON PARTNERS, LLC668$711K0.27%+14813F-HRTimeline
Valtinson Bruner Financial Planning LLC666$710K0.18%+1013F-HRTimeline
Solidarity Wealth, LLC666$709K0.12%+2013F-HRTimeline
RFG Holdings, Inc.665$708K0.15%+913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC665$708K0.69%-18713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC665$708K0.19%+18813F-HRTimeline
Freedom Financial Partners LLC664$707K0.23%-10013F-HRTimeline
Cyr Financial Inc.663$706K0.37%+313F-HRTimeline
Orgel Wealth Management, LLC663$706K0.01%-313F-HRTimeline
MAYPORT, LLC663$706K0.11%-4113F-HRTimeline
TSA Wealth Managment LLC661$704K0.2%+6413F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC660$703K0.63%-3813F-HRTimeline
Galvin, Gaustad & Stein, LLC659$702K0.05%new13F-HRTimeline
REYL & Cie S.A.985$700K0.81%13F-HRTimeline
Tower Wealth Partners, Inc.657$700K0.35%-213F-HRTimeline
KDT Advisors, LLC657$700K0.97%013F-HRTimeline
Verus Financial Partners, Inc.656$699K0.06%-35413F-HRTimeline
Ballew Advisors, Inc724$698K0.36%-1113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …655$698K0.1%-1,85213F-HRTimelineGroup
WESTCO ADVISORY SERVICES INC /ADV655$698K0.42%-11013F-HRTimeline
Safeguard Investment Advisory Group, LLC653$696K0.16%+15813F-HRTimeline
GEM Asset Management, LLC649$691K0.27%013F-HRTimeline
Grantvest Financial Group LLC648$690K0.4%013F-HRTimeline
Caerus Investment Advisors, LLC648$690K0.23%+7013F-HRTimeline
Financial Perspectives, Inc648$690K0.17%013F-HRTimeline
Washington Trust Bank647$689K0.05%-15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Planning Hawaii, Inc.646$688K0.37%-6013F-HRTimeline
Flatrock Wealth Partners LLC646$688K0.27%+1313F-HRTimeline
Morton Capital Management LLC/CA646$687K0.09%-3813F-HRTimeline
Cannon Financial Strategists, Inc.645$687K0.08%new13F-HRTimeline
OPTIMA CAPITAL LLC643$685K0.27%+213F-HRTimeline
LifeGoal Investments, LLC642$684K0.31%+6413F-HRTimeline
GLR Partners, LLC642$684K0.32%-913F-HRTimeline
Fjell Capital, LLC641$683K0.47%+19913F-HRTimeline
Strategic Financial Concepts, LLC640$682K0.2%+6913F-HRTimeline
S Harris Financial Group, LLC640$682K0.53%-4013F-HRTimeline
Virtue Capital Management, LLC638$679K0.09%-67313F-HRTimeline
Good Steward Wealth Advisors,LLC635$676K0.41%-26713F-HRTimeline
Sather Financial Group Inc633$674K0.04%new13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.633$674K0.22%+13313F-HRTimeline
Hilltop Partners LLC633$674K0.16%+4213F-HRTimeline
Meritas Wealth Management, LLC632$673K0.26%013F-HRTimeline
Saranac Partners Ltd632$673K0.22%new13F-HRTimeline
Beacon Capital Management, LLC631$672K0.1%-3413F-HRTimeline
Cascade Financial Partners, LLC631$672K0.06%-1613F-HRTimeline
Omnia Family Wealth, LLC631$672K0.18%-513F-HRTimeline
DORVAL Corp630$671K0.19%+13013F-HRTimeline
Next Level Wealth Planning, LLC630$671K0.3%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.629$670K0.24%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC629$670K0.02%-213F-HRTimeline
Permanens Capital L.P.628$669K0.07%new13F-HRTimeline
Traub Capital Management LLC627$668K0.6%-9013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC626$666K0.25%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC625$666K0.02%-713F-HRTimeline
BAXTER BROS INC625$666K0.08%013F-HRTimeline
JMAC ENTERPRISES LLC624$664K0.11%+2013F-HRTimeline
Foguth Wealth Management, LLC.769$664K0.08%+1913F-HRTimeline
Bank of New Hampshire623$663K0.14%013F-HRTimeline
INVESTED ADVISORS622$662K0.59%-1913F-HRTimeline
Rede Wealth, LLC622$662K0.22%-2413F-HRTimeline
E6 Portfolios, LLC620$660K0.53%+1113F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…619$659K0.03%013F-HRTimeline
one8zero8, LLC619$659K0.13%013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC808$658K0.43%new13F-HRTimeline
McLean Asset Management Corp806$657K0.09%-1713F-HRTimeline