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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Piscataqua Savings Bank586$193K0.17%013F-HRTimeline
Beaird Harris Wealth Management, LLC583$192K0.02%013F-HRTimeline
Main Street Group, LTD580$191K0.07%+4613F-HRTimeline
Pinnacle Bancorp, Inc.579$191K0.06%-5513F-HRTimeline
Advantage Trust Co567$187K0.11%-9313F-HRTimeline
Hemington Wealth Management552$182K0.03%+4013F-HRTimeline
Financial Management Professionals, Inc.550$181K0.02%-1313F-HRTimeline
Dakota Community Bank & Trust NA543$179K0.86%+3513F-HRTimeline
Hamilton Capital Partners Inc.540$178K0.01%-44,93613F-HRTimeline
Avion Wealth491$177K0.05%013F-HRTimeline
USA FINANCIAL FORMULAS530$175K0.03%-24113F-HRTimeline
Parvin Asset Management, LLC528$174K0.2%+2813F-HRTimeline
Catalyst Capital Advisors LLC527$174K<0.01%+16413F-HRTimeline
Park Square Financial Group, LLC523$172K0.14%-23513F-HRTimeline
TOWER TRUST & INVESTMENT Co557$172K0.14%13F-HRTimeline
Avalon Trust Co521$172K0.01%+5413F-HRTimeline
Trust Co519$171K0.02%+10013F-HRTimeline
JTC Employer Solutions Trustee Ltd520$171K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC515$170K0.14%-20013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…495$163K0.06%013F-HRTimeline
Transce3nd, LLC493$162K0.07%-14813F-HRTimeline
Riverview Trust Co485$160K0.16%-913F-HRTimeline
Centricity Wealth Management, LLC483$159K0.14%+113F-HRTimeline
IMG Wealth Management, Inc.478$158K0.14%013F-HRTimeline
North Capital, Inc.478$158K0.15%13F-HRTimeline
BOK Financial Private Wealth, Inc.477$157K0.01%-513F-HRTimeline
IAG Wealth Partners, LLC467$154K0.02%-5013F-HRTimeline
Frazier Financial Advisors, LLC467$154K0.12%013F-HRTimeline
AllSquare Wealth Management LLC448$148K0.09%013F-HRTimeline
Cape Investment Advisory, Inc.448$148K0.06%-2313F-HRTimeline
Briaud Financial Planning Inc446$147K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC445$147K0.04%013F-HRTimeline
PrairieView Partners, LLC442$145K0.02%-12713F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV431$142K0.03%013F-HRTimeline
Bank of New Hampshire428$141K0.04%013F-HRTimeline
Tradewinds Capital Management, LLC427$141K0.04%013F-HRTimeline
Hopwood Financial Services, Inc.423$140K0.11%-2513F-HRTimeline
Princeton Global Asset Management LLC420$139K0.03%-13513F-HRTimeline
Nordwand Advisors, LLC420$139K0.05%013F-HRTimeline
Abound Wealth Management418$138K0.05%+19913F-HRTimeline
Financial Freedom, LLC410$135K0.08%013F-HRTimeline
Binnacle Investments Inc408$135K0.1%13F-HRTimeline
Cloud Capital Management, LLC412$134K0.1%13F-HRTimeline
Covestor Ltd406$134K0.09%+3813F-HRTimeline
West Branch Capital LLC405$134K0.04%-7613F-HRTimeline
North Ridge Wealth Advisors, Inc.400$132K0.09%013F-HRTimeline
BIRCHBROOK, INC.400$132K0.07%013F-HRTimeline
Cornerstone Planning Group LLC429$127K0.03%+21713F-HRTimeline
Strategic Investment Solutions, Inc. /IL384$127K0.04%+613F-HRTimeline
Ruedi Wealth Management, Inc.384$127K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC382$126K0.02%-113F-HRTimeline
REAP Financial Group, LLC381$126K0.03%+17113F-HRTimeline
Bell Investment Advisors, Inc379$125K0.02%+713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.375$124K0.06%+19113F-HRTimelineGroup
MOTCO374$123K0.01%-813F-HRTimeline
Catherine Avery Investment Management L…360$119K0.11%-7,96813F-HRTimeline
HighMark Wealth Management LLC353$117K0.07%+113F-HRTimeline
FSA Wealth Management LLC350$116K0.05%013F-HRTimeline
Center for Financial Planning, Inc.350$115K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.342$113K0.04%-22313F-HRTimeline
JNBA Financial Advisors339$112K0.01%+10013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.337$111K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…329$109K<0.01%-1713F-HRTimeline
Bear Mountain Capital, Inc.352$108K0.04%+713F-HRTimeline
SIERRA OCEAN, LLC326$108K0.09%+313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC319$105K0.02%-213F-HRTimeline
Darwin Wealth Management, LLC289$105K0.04%013F-HRTimeline
Clark Wealth Partners316$104K0.08%-1713F-HRTimeline
SOA Wealth Advisors, LLC.315$104K0.02%+8213F-HRTimeline
Morton Brown Family Wealth, LLC311$103K0.03%+2113F-HRTimeline
Graney & King, LLC310$102K0.08%+213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC306$101K0.03%013F-HRTimeline
Winthrop Capital Management, LLC304$100K0.03%013F-HRTimeline
Coston, McIsaac & Partners301$99K0.03%-513F-HRTimeline
Synergy Investment Management, LLC300$98.9K0.04%013F-HRTimeline
Evelyn Partners Investment Management (…300$98.9K0.04%013F-HR/ATimeline
Global Wealth Strategies & Associates298$98.3K0.03%013F-HRTimeline
BFSG, LLC296$97.6K0.01%-713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC292$96.3K<0.01%+9613F-HRTimelineGroup
GW&K Investment Management, LLC283$93K<0.01%+3613F-HRTimeline
OSSIAM281$92.7K<0.01%-4,40713F-HRTimeline
Fourth Dimension Wealth, LLC275$90.7K0.04%+3913F-HRTimeline
Wood Tarver Financial Group, LLC274$90.2K0.03%+113F-HRTimeline
Bruce G. Allen Investments, LLC271$89.4K0.07%-10413F-HRTimeline
Future Financial Wealth Managment LLC269$88.7K0.07%-5013F-HRTimeline
BARRETT & COMPANY, INC.268$88.5K0.04%+3713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/261$86.1K0.04%013F-HRTimelineGroup
Hurley Capital, LLC257$84.8K0.06%+113F-HRTimeline
TSFG, LLC254$84K0.02%+2513F-HRTimeline
St. Johns Investment Management Company…250$82.5K0.04%013F-HRTimeline
Caption Management, LLC250$82.5K<0.01%new13F-HRTimeline
GoalVest Advisory LLC250$82.5K0.02%013F-HRTimeline
Horizons Wealth Management249$82.1K0.06%013F-HRTimeline
WPG Advisers, LLC245$80.8K0.08%+5413F-HRTimeline
Kings Path Partners LLC237$78.2K0.04%013F-HRTimeline
McClarren Financial Advisors, Inc.331$78K0.05%new13F-HRTimeline
NewSquare Capital LLC235$77.5K0.01%-17,38713F-HRTimeline
WOLFF WIESE MAGANA LLC234$77.2K0.05%+4313F-HRTimeline
Sachetta, LLC234$77.2K0.03%-613F-HRTimeline
One River Asset Management, LLC226$75.6K0.28%-18,54213F-HRTimeline
Creative Capital Management Investments…228$75.2K0.03%013F-HRTimeline
Horrell Capital Management, Inc.226$74.5K0.03%013F-HRTimeline
Elite Financial, Inc.225$74K0.04%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.223$73.6K0.05%+813F-HRTimeline
Hughes Financial Services, LLC222$73.4K0.01%new13F-HRTimeline
Moser Wealth Advisors, LLC220$72.6K0.04%013F-HRTimeline
Canton Hathaway, LLC217$72K0.01%013F-HRTimeline
Clean Yield Group218$71.9K0.02%013F-HRTimeline
Centerpoint Advisors, LLC215$71K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC214$70.5K0.05%+113F-HRTimeline
TruNorth Capital Management, LLC204$67.3K0.02%+5913F-HRTimeline
Capital Advisors, Ltd. LLC202$67K0.01%+213F-HRTimeline
CHELSEA COUNSEL CO200$66K0.04%013F-HRTimeline
Estabrook Capital Management200$66K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$66K0.05%013F-HR/ATimeline
GODSEY & GIBB, INC193$63.7K0.01%013F-HRTimeline
Saudi Central Bank190$62.7K0.33%new13F-HRTimeline
New England Capital Financial Advisors …189$62.4K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp189$62.3K0.06%+2513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC188$62K0.02%new13F-HRTimeline
Capital A Wealth Management, LLC187$61.5K0.06%+113F-HRTimeline
Dunhill Financial, LLC185$61.1K0.03%-2013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC180$59.4K0.02%-2013F-HRTimeline
Founders Capital Management180$59.4K0.04%-4713F-HRTimeline
eCIO, Inc.176$58K0.02%13F-HRTimeline
High Note Wealth, LLC164$54.1K0.01%013F-HRTimeline
Compass Wealth Management LLC159$52.4K0.01%013F-HRTimeline
Tacita Capital Inc159$52.4K0.04%013F-HRTimeline
Nalls Sherbakoff Group, LLC157$51.8K0.04%13F-HRTimeline
Banque de Luxembourg S.A.157$51.8K0.03%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC152$50.1K0.03%+1013F-HRTimeline
Midwest Capital Advisors, LLC152$50.1K0.03%013F-HRTimeline
Private Wealth Management Group, LLC151$49.8K0.02%013F-HRTimeline
HWG Holdings LP150$49.5K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.149$49.2K0.05%-3213F-HRTimeline
Iron Horse Wealth Management, LLC146$48.2K0.02%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…145$47.8K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.145$47.8K0.01%new13F-HRTimeline
Silicon Valley Capital Partners144$47.5K0.01%013F-HRTimeline
Bellwether Advisors, LLC140$46.2K0.01%013F-HRTimeline
Fiduciary Wealth Partners, LLC137$45.2K0.04%13F-HRTimeline
DiNuzzo Private Wealth, Inc.137$45.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$44.9K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.135$44.5K0.03%-313F-HRTimeline
VESTOR CAPITAL, LLC133$44K<0.01%-10,62113F-HRTimeline
CGC Financial Services, LLC126$41.6K0.02%013F-HRTimeline
Riggs Asset Managment Co. Inc.124$40.9K0.01%-113F-HRTimeline
Robinswood Financial LLC124$40.9K0.02%new13F-HRTimeline
Whipplewood Advisors, LLC436$40.2K0.03%+33713F-HRTimeline
Millstone Evans Group, LLC120$39.6K0.03%013F-HRTimeline
Quarry LP117$38.6K0.01%+2013F-HRTimeline
Pineridge Advisors LLC117$38.6K0.02%-5113F-HRTimeline
Trivant Custom Portfolio Group, LLC115$37.9K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC114$37.6K0.05%+1413F-HRTimeline
Roble, Belko & Company, Inc111$37K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$35.1K0.02%013F-HRTimeline
West Financial Advisors, LLC103$34K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC102$33.8K0.01%013F-HRTimeline
Northwest Capital Management Inc101$33.4K0.01%013F-HRTimeline
Valued Wealth Advisors LLC100$33.1K0.02%-3913F-HRTimeline
ALBION FINANCIAL GROUP /UT100$33K<0.01%013F-HRTimeline
Kimelman & Baird, LLC100$33K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC100$33K0.06%new13F-HRTimeline
Spectrum Wealth Counsel, LLC100$33K<0.01%-6,40713F-HRTimeline
Curat Global, LLC100$33K0.04%13F-HRTimeline
Fairscale Capital, LLC99$32.6K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC99$32.6K0.02%013F-HRTimeline
Beutel, Goodman & Co Ltd.100$32K<0.01%new13F-HR/ATimeline
Retirement Wealth Solutions LLC96$31.8K0.03%013F-HRTimeline
Compass Financial Services Inc94$31K0.02%+3113F-HRTimeline
Putney Financial Group LLC92$30.3K0.03%-18613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.91$30K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC90$29.8K0.01%-513F-HRTimeline
DB Fitzpatrick & Co, Inc88$29K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC86$28.5K<0.01%+1213F-HRTimeline
Park Place Capital Corp84$27.7K0.01%-2913F-HRTimeline
Evergreen Private Wealth LLC80$26.4K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC76$25.1K0.01%-1613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.75$24.7K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC75$24.7K0.01%013F-HRTimeline
SWAN Capital LLC73$24.1K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC73$24.1K0.01%013F-HR/ATimeline
Ridgewood Investments LLC72$23.7K0.01%+6213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC68$22.5K0.01%-14313F-HRTimeline
TD Capital Management LLC67$22.2K<0.01%-313F-HRTimeline
Manitou Investment Management Ltd.65$21.4K<0.01%013F-HRTimeline
Aspect Partners, LLC65$21.4K0.01%-913F-HRTimeline
Atlantic Edge Private Wealth Management…65$21.4K0.01%013F-HRTimeline
Grayhawk Investment Strategies Inc.61$20.1K0.05%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…59$19.5K0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…59$19.5K0.01%013F-HRTimelineGroup
Inlight Wealth Management, LLC58$19.1K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.55$18.1K0.01%+1513F-HRTimeline
Kathleen S. Wright Associates Inc.54$17.8K0.01%013F-HRTimeline
Front Row Advisors LLC51$16.8K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC50$16.5K<0.01%new13F-HR/ATimeline
Financial Avengers, Inc.50$16.5K0.01%013F-HR/ATimeline
Innovative Advisory Group, LLC50$16.5K0.02%013F-HRTimeline
West Oak Capital, LLC4,932$16.3K0.63%-27013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44$14.5K<0.01%013F-HRTimeline