CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers: 2,956
13F filers: 3,008
New: 115
Added: 1,094
Reduced: 1,051
Sold out: 161
Shares held by filers: 340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
West Wealth Group, LLC	635	$230K	0.07%	new	13F-HR Timeline
Pinnacle Bancorp, Inc.	634	$230K	0.07%	-15	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	631	$229K	0.03%	0	13F-HR Timeline
Waterloo Capital, L.P.	632	$229K	0.02%	new	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	630	$229K	0.05%	0	13F-HR Timeline
BUSH INVESTMENT GROUP, LLC	630	$229K	0.18%	0	13F-HR Timeline
Talisman Wealth Advisors LLC	630	$228K	0.24%	-19	13F-HR Timeline
BXM Wealth LLC	629	$228K	0.32%		13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	629	$228K	0.25%		13F-HR Timeline
Buffington Mohr McNeal	625	$227K	0.04%	0	13F-HR Timeline
Aveo Capital Partners, LLC	625	$227K	0.02%	-30	13F-HR Timeline
Sterling Investment Counsel, LLC	625	$227K	0.15%	-415	13F-HR Timeline
OPTIMIZE FINANCIAL INC.	624	$226K	0.17%		13F-HR Timeline
Northwest Bank & Trust Co	557	$226K	0.17%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	621	$225K	0.13%	0	13F-HR Timeline
Red Wave Investments LLC	620	$225K	0.08%	0	13F-HR Timeline
DOHENY ASSET MANAGEMENT /CA	621	$225K	0.17%	0	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	618	$224K	0.09%	0	13F-HR Timeline
Strategic Financial Services, Inc.	615	$223K	0.01%	0	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	614	$223K	0.11%		13F-HR Timeline
Salomon & Ludwin, LLC	614	$223K	0.02%	0	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	611	$222K	0.01%	0	13F-HR/A Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	611	$222K	0.03%	new	13F-HR Timeline
Strategic Advocates LLC	611	$222K	0.07%	new	13F-HR Timeline
Symmetry Partners, LLC	610	$221K	0.03%	-186	13F-HR Timeline
Baltimore-Washington Financial Advisors…	610	$221K	0.01%	0	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	610	$221K	0.06%	new	13F-HR Timeline
Significant Wealth Partners LLC	609	$221K	0.11%	new	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	608	$221K	<0.01%	+40	13F-HR Timeline Group
Unison Asset Management LLC	606	$220K	0.11%	0	13F-HR Timeline
TigerOak Management, L.L.C.	606	$220K	0.08%		13F-HR Timeline
Encompass More Asset Management	605	$220K	0.07%	+29	13F-HR Timeline
Carlson Capital Management	604	$219K	0.01%	new	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	604	$219K	0.01%	new	13F-HR Timeline
LongView Wealth Management	602	$218K	0.07%	-50	13F-HR Timeline
WEYBOSSET RESEARCH & MANAGEMENT LLC	600	$218K	0.07%	0	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	600	$218K	0.04%	0	13F-HR Timeline Group
Smith Group Asset Management, LLC	600	$218K	0.02%	0	13F-HR Timeline
Next Level Wealth Planning, LLC	600	$218K	0.17%		13F-HR Timeline
Three Magnolias Financial Advisors, LLC	600	$218K	0.23%		13F-HR Timeline
GK Wealth Management LLC	598	$217K	0.28%		13F-HR Timeline
PAX Financial Group, LLC	598	$217K	0.04%	-400	13F-HR Timeline
XY Capital Ltd	598	$217K	0.24%	new	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	596	$216K	0.08%	-50	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	596	$216K	0.06%	-3	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	595	$216K	0.09%	0	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	595	$216K	0.01%	-24	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	595	$216K	0.1%		13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	595	$216K	<0.01%	new	13F-HR Timeline Group
INTEGRAL INVESTMENT ADVISORS, INC.	595	$216K	0.07%	-74	13F-HR Timeline
EWG Elevate Inc.	594	$216K	0.07%	new	13F-HR Timeline
Warren Street Wealth Advisors, LLC	594	$215K	0.09%	+6	13F-HR Timeline
Northeast Financial Consultants Inc	592	$215K	0.01%	0	13F-HR Timeline
Cushing Capital Partners, LLC	591	$214K	0.21%		13F-HR Timeline
Abel Hall, LLC	590	$214K	0.14%	+15	13F-HR Timeline
Piscataqua Savings Bank	586	$213K	0.18%	0	13F-HR Timeline
LINCOLN CAPITAL CORP	585	$212K	0.09%	+58	13F-HR Timeline
Prairie Sky Financial Group LLC	585	$212K	0.13%	0	13F-HR Timeline
BCO Wealth Management LLC	585	$212K	0.18%		13F-HR Timeline
DKM Wealth Management, Inc.	585	$212K	0.2%		13F-HR Timeline
RW Investment Management LLC	584	$212K	0.03%	-64	13F-HR Timeline
Beaird Harris Wealth Management, LLC	583	$211K	0.02%	+54	13F-HR Timeline
Nova R Wealth, Inc.	582	$211K	0.11%	0	13F-HR Timeline
Hollow Brook Wealth Management LLC	582	$211K	0.06%	0	13F-HR Timeline
KPP Advisory Services LLC	582	$211K	0.05%	-8	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	581	$211K	0.05%	new	13F-HR Timeline
RFG Holdings, Inc.	580	$210K	0.07%	-16	13F-HR Timeline
GGM Financial LLC	580	$210K	0.22%	new	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	579	$210K	0.09%		13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	579	$210K	0.08%	0	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	578	$210K	0.12%	+14	13F-HR Timeline
Human Investing LLC	576	$209K	0.04%	-3	13F-HR Timeline
Hilltop Partners LLC	576	$209K	0.07%	-30	13F-HR Timeline
Helium Advisors LLC	575	$209K	0.17%		13F-HR Timeline
TCP Asset Management, LLC	575	$209K	0.05%	0	13F-HR Timeline
Orion Investment Co	575	$209K	0.08%	0	13F-HR Timeline
KDT Advisors, LLC	575	$209K	0.31%		13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	574	$208K	0.04%	-20	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	572	$208K	0.09%	+22	13F-HR Timeline
Bond & Devick Financial Network, Inc.	528	$207K	0.09%	0	13F-HR Timeline
RENASANT BANK	569	$206K	0.13%	+1	13F-HR Timeline
MOTIVE WEALTH ADVISORS	568	$206K	0.11%	new	13F-HR Timeline
PrairieView Partners, LLC	569	$206K	0.02%	+1	13F-HR Timeline
Citizens Business Bank	567	$206K	0.04%	-989	13F-HR Timeline
EPG Wealth Management LLC	566	$205K	0.05%	+2	13F-HR Timeline
ProVise Management Group, LLC	565	$205K	0.02%	-679	13F-HR Timeline
Ameliora Wealth Management Ltd.	565	$205K	0.08%	+65	13F-HR Timeline
TradeWell Securities, LLC.	564	$205K	0.11%		13F-HR Timeline
Renaissance Investment Group LLC	563	$204K	0.04%	0	13F-HR Timeline
Financial Management Professionals, Inc.	563	$204K	0.03%	+144	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	563	$204K	0.04%	0	13F-HR Timeline
W1M Investment Management Ltd	562	$204K	<0.01%	new	13F-HR Timeline
Great Diamond Partners, LLC	562	$204K	0.05%	+33	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	559	$203K	0.08%	0	13F-HR Timeline
UNIQUE WEALTH, LLC	557	$202K	0.04%	+6	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	556	$202K	0.03%	-9	13F-HR Timeline Group
PKS Advisory Services, LLC	556	$202K	0.05%		13F-HR Timeline
Princeton Global Asset Management LLC	555	$201K	0.04%	0	13F-HR Timeline
Borer Denton & Associates, Inc.	553	$201K	0.07%	0	13F-HR Timeline
BlackDiamond Wealth Management, LLC	553	$200K	0.12%	new	13F-HR Timeline
Jacobsen Capital Management	552	$200K	0.09%	+1	13F-HR Timeline
Prasad Wealth Partners, LLC	552	$200K	0.06%		13F-HR Timeline
Wingate Wealth Advisors, Inc.	546	$198K	0.19%		13F-HR Timeline
Main Street Group, LTD	534	$193K	0.07%	+1	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	520	$188K	0.01%	-400	13F-HR Timeline
IAG Wealth Partners, LLC	517	$188K	0.03%	+408	13F-HR Timeline
Hemington Wealth Management	512	$185K	0.05%	+39	13F-HR Timeline
Dakota Community Bank & Trust NA	508	$184K	0.88%	+15	13F-HR Timeline
WINTRUST INVESTMENTS LLC	504	$183K	0.16%	-416	13F-HR Timeline
Parvin Asset Management, LLC	500	$181K	0.2%		13F-HR Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…	495	$180K	0.06%	+75	13F-HR Timeline
Riverview Trust Co	494	$179K	0.16%	0	13F-HR Timeline
Avion Wealth	491	$177K	0.05%	+203	13F-HR Timeline
Centricity Wealth Management, LLC	482	$175K	0.16%		13F-HR Timeline
BOK Financial Private Wealth, Inc.	482	$175K	0.01%	-740	13F-HR Timeline
West Branch Capital LLC	481	$174K	0.06%	0	13F-HR Timeline
IMG Wealth Management, Inc.	478	$173K	0.16%		13F-HR Timeline
Cape Investment Advisory, Inc.	471	$171K	0.07%	+28	13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	468	$170K	0.1%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	467	$170K	0.13%	-10	13F-HR Timeline
Avalon Trust Co	467	$169K	0.01%	0	13F-HR Timeline
Stephens Consulting, LLC	450	$163K	0.04%	-101	13F-HR Timeline
Coppell Advisory Solutions LLC	447	$163K	0.02%	-54	13F-HR Timeline
Medallion Wealth Advisors, LLC	461	$163K	0.08%		13F-HR Timeline
AllSquare Wealth Management LLC	448	$163K	0.09%	0	13F-HR Timeline
Hopwood Financial Services, Inc.	448	$162K	0.12%		13F-HR Timeline
Cherry Tree Wealth Management, LLC	445	$161K	0.04%	0	13F-HR Timeline
Briaud Financial Planning Inc	446	$161K	0.07%	+13	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	431	$156K	0.03%	0	13F-HR Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…	428	$155K	<0.01%	-575	13F-HR Timeline Group
Bank of New Hampshire	428	$155K	0.04%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	427	$155K	0.04%	0	13F-HR Timeline
Caitong International Asset Management …	427	$155K	0.15%		13F-HR/A Timeline
Nordwand Advisors, LLC	420	$152K	0.06%	0	13F-HR Timeline
Trust Co	419	$152K	0.02%	0	13F-HR Timeline
Financial Freedom, LLC	410	$149K	0.08%	0	13F-HR Timeline
North Ridge Wealth Advisors, Inc.	400	$145K	0.1%	new	13F-HR Timeline
BIRCHBROOK, INC.	400	$145K	0.08%	0	13F-HR Timeline
Providence First Trust Co	390	$141K	0.05%	new	13F-HR Timeline
Bear Mountain Capital, Inc.	345	$140K	0.05%	0	13F-HR Timeline
GLOBEFLEX CAPITAL L P	386	$140K	0.01%	0	13F-HR Timeline
Ruedi Wealth Management, Inc.	384	$139K	0.04%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	383	$139K	0.03%	+27	13F-HR Timeline
MOTCO	382	$139K	0.01%	-25	13F-HR Timeline
Bruce G. Allen Investments, LLC	375	$136K	0.11%	-90	13F-HR Timeline
Bell Investment Advisors, Inc	372	$135K	0.03%	+4	13F-HR Timeline
Stuart Chaussee & Associates, Inc.	370	$134K	0.03%	new	13F-HR Timeline
Covestor Ltd	368	$134K	0.08%	-18	13F-HR Timeline
Catalyst Capital Advisors LLC	363	$132K	<0.01%	+313	13F-HR Timeline
Cetera Trust Company, N.A	359	$130K	0.08%	0	13F-HR Timeline
HighMark Wealth Management LLC	352	$128K	0.07%	0	13F-HR Timeline
FSA Wealth Management LLC	350	$127K	0.05%	-139	13F-HR Timeline
Center for Financial Planning, Inc.	350	$127K	0.02%	0	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	346	$126K	<0.01%	+187	13F-HR/A Timeline
Eagle Bay Advisors LLC	344	$125K	0.08%	-125	13F-HR Timeline
Fairway Wealth LLC	342	$124K	0.06%	new	13F-HR Timeline
Clark Wealth Partners	333	$121K	0.09%		13F-HR Timeline
SIERRA OCEAN, LLC	323	$117K	0.1%		13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	321	$116K	0.02%	-6	13F-HR Timeline
Future Financial Wealth Managment LLC	319	$116K	0.08%	0	13F-HR Timeline
Pathway Financial Advisers, LLC	319	$116K	0.04%	-124,051	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	378	$115K	0.04%	+48	13F-HR Timeline
Kapitalo Investimentos Ltda	316	$115K	0.08%	-272	13F-HR Timeline
Graney & King, LLC	308	$112K	0.08%		13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	306	$111K	0.03%	-4	13F-HR Timeline
Coston, McIsaac & Partners	306	$111K	0.03%	-29	13F-HR Timeline
Winthrop Capital Management, LLC	304	$110K	0.03%	new	13F-HR Timeline
BFSG, LLC	303	$110K	0.01%	-14	13F-HR Timeline
Synergy Investment Management, LLC	300	$109K	0.05%		13F-HR Timeline
Evelyn Partners Investment Management (…	300	$109K	0.04%		13F-HR Timeline
Global Wealth Strategies & Associates	298	$108K	0.03%	+134	13F-HR Timeline
Morton Brown Family Wealth, LLC	290	$105K	0.04%	0	13F-HR Timeline
Darwin Wealth Management, LLC	289	$105K	0.04%	-161	13F-HR/A Timeline
Putney Financial Group LLC	278	$101K	0.09%		13F-HR Timeline
Caitlin John, LLC	275	$99.9K	0.07%	-19	13F-HR Timeline
Wood Tarver Financial Group, LLC	273	$99K	0.03%		13F-HR Timeline
Cassady Schiller Wealth Management, LLC	273	$98.9K	0.04%	+25	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	261	$94.7K	0.04%	0	13F-HR Timeline Group
Bay Harbor Wealth Management, LLC	260	$94.3K	0.03%	+9	13F-HR Timeline
Hurley Capital, LLC	256	$93.9K	0.08%		13F-HR Timeline
Delos Wealth Advisors, LLC	257	$93.2K	0.07%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	232	$91K	0.08%	0	13F-HR Timeline
Kiely Wealth Advisory Group, Inc.	250	$90.8K	0.06%	0	13F-HR Timeline
St. Johns Investment Management Company…	250	$90.7K	0.04%	0	13F-HR Timeline
GoalVest Advisory LLC	250	$90.7K	0.02%	0	13F-HR Timeline
Horizons Wealth Management	249	$90.3K	0.07%	-1	13F-HR Timeline
GW&K Investment Management, LLC	247	$90K	<0.01%	+11	13F-HR Timeline
Sachetta, LLC	240	$87.1K	0.03%	+4	13F-HR Timeline
JNBA Financial Advisors	239	$86.7K	0.01%	-7	13F-HR Timeline
Kings Path Partners LLC	237	$86K	0.04%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	236	$85.6K	0.04%		13F-HR Timeline
SOA Wealth Advisors, LLC.	233	$84.6K	0.02%	+77	13F-HR/A Timeline
BARRETT & COMPANY, INC.	231	$83.9K	0.04%	0	13F-HR Timeline
Cornerstone Planning Group LLC	212	$83.5K	0.02%	+6	13F-HR Timeline
TSFG, LLC	229	$83K	0.02%	-300	13F-HR Timeline
Financial Life Planners	228	$82.9K	0.07%		13F-HR Timeline
Creative Capital Management Investments…	228	$82.7K	0.03%	0	13F-HR Timeline
Founders Capital Management	227	$82.5K	0.05%	0	13F-HR Timeline
Horrell Capital Management, Inc.	226	$82K	0.02%	0	13F-HR Timeline
Bray Capital Advisors	224	$81.3K	0.02%	0	13F-HR Timeline