CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers: 3,102
13F filers: 3,151
New: 266
Added: 1,149
Reduced: 1,200
Sold out: 121
Shares held by filers: 333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Fortitude Family Office, LLC	601	$287K	0.08%	+433	13F-HR Timeline
Boomfish Wealth Group, LLC	601	$287K	0.15%	+63	13F-HR Timeline
STONE RUN CAPITAL, LLC	600	$286K	0.11%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	600	$286K	0.05%	-10	13F-HR/A Timeline
Three Magnolias Financial Advisors, LLC	600	$286K	0.18%	0	13F-HR Timeline
BEDDOW CAPITAL MANAGEMENT INC	600	$286K	0.11%	0	13F-HR Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	600	$286K	0.01%	0	13F-HR Timeline
Cushing Capital Partners, LLC	598	$285K	0.22%	+2	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	595	$284K	0.11%	0	13F-HR Timeline
RENASANT BANK	595	$284K	0.18%	-7	13F-HR Timeline
Prostatis Group LLC	593	$283K	0.07%	-259	13F-HR Timeline
FORA Capital, LLC	593	$283K	0.05%	new	13F-HR Timeline
XY Planning Network, Inc.	726	$282K	0.1%	0	13F-HR Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…	590	$282K	0.07%	+50	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	587	$280K	<0.01%	-145	13F-HR Timeline Group
Morton Capital Management LLC/CA	587	$280K	0.05%	0	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	587	$280K	0.04%	new	13F-HR Timeline
Colorado Capital Management, Inc.	587	$280K	0.11%	-1	13F-HR Timeline
Fortis Capital Advisors, LLC	585	$279K	0.04%	new	13F-HR Timeline
DKM Wealth Management, Inc.	585	$279K	0.22%	0	13F-HR Timeline
Coppell Advisory Solutions LLC	591	$279K	0.03%	+13	13F-HR Timeline
Panoramic Capital Partners, LLC	584	$279K	0.18%	+8	13F-HR Timeline
Aspen Capital Management, LLC	584	$279K	0.07%	0	13F-HR Timeline
Aviance Capital Partners, LLC	583	$278K	0.03%	+35	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	583	$278K	0.03%	0	13F-HR Timeline
Hemington Wealth Management	583	$278K	0.04%	+34	13F-HR Timeline
Objective Capital Management, LLC	582	$278K	0.29%	-9	13F-HR Timeline
IPG Investment Advisors LLC	581	$277K	0.05%	new	13F-HR Timeline
Ninepoint Partners LP	581	$277K	0.04%	new	13F-HR Timeline
FNY Investment Advisers, LLC	582	$277K	0.09%	+261	13F-HR Timeline
Pinnacle Bancorp, Inc.	579	$276K	0.08%	0	13F-HR Timeline
OAK ASSOCIATES LTD /OH/	579	$276K	0.02%	0	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	578	$276K	0.08%	-146	13F-HR Timeline
Orion Investment Co	575	$274K	0.09%	0	13F-HR Timeline
TradeWell Securities, LLC.	571	$274K	0.12%	+3	13F-HR Timeline
Hilltop Partners LLC	574	$274K	0.08%	-6	13F-HR Timeline
Forza Wealth Management, LLC	573	$273K	0.1%	0	13F-HR Timeline
UNIQUE WEALTH, LLC	572	$273K	0.04%	+12	13F-HR Timeline
MOTIVE WEALTH ADVISORS	571	$272K	0.12%	-6	13F-HR Timeline
Providence First Trust Co	569	$271K	0.09%	new	13F-HR Timeline
Weaver Consulting Group	566	$270K	0.07%	+2	13F-HR Timeline
Alternative Investment Advisors, LLC.	564	$269K	0.12%	+35	13F-HR Timeline
Main Street Group, LTD	564	$269K	0.08%	-4	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	563	$269K	0.03%	new	13F-HR Timeline
WOLVERINE TRADING, LLC	570	$269K	0.01%	-30,441	13F-HR Timeline
Strategic Financial Services, Inc.	563	$269K	0.01%	+41	13F-HR Timeline
Altus Wealth Group LLC	563	$268K	0.11%	+1	13F-HR Timeline
W1M Investment Management Ltd	562	$268K	<0.01%	0	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	561	$268K	0.18%	0	13F-HR Timeline
Independent Solutions Wealth Management…	560	$267K	0.05%	new	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	560	$267K	0.05%	0	13F-HR Timeline
Caliber Wealth Management, LLC / KS	560	$267K	0.03%	-231	13F-HR Timeline
Princeton Global Asset Management LLC	559	$267K	0.04%	0	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	559	$267K	0.09%	0	13F-HR Timeline
Wellspring Financial Advisors, LLC	559	$267K	0.02%	-11	13F-HR Timeline
LongView Wealth Management	559	$266K	0.07%	-43	13F-HR Timeline
SHUFRO ROSE & CO LLC	805	$265K	0.02%	0	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	556	$265K	0.09%	new	13F-HR Timeline
Prentice Wealth Management LLC	554	$264K	0.07%	-433	13F-HR Timeline
Ariadne Wealth Management, LP	476	$264K	0.12%	new	13F-HR Timeline
Borer Denton & Associates, Inc.	553	$264K	0.09%	0	13F-HR Timeline
One Day In July LLC	551	$263K	0.02%	new	13F-HR Timeline
FORONJY FINANCIAL LLC	550	$263K	0.12%	-210	13F-HR Timeline
Scott & Selber, Inc.	550	$262K	0.07%	0	13F-HR/A Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…	550	$262K	0.07%	0	13F-HR Timeline Group
FOUNDERS GROVE WEALTH PARTNERS, LLC	550	$262K	0.06%	new	13F-HR Timeline
North Forty Two & Co.	550	$262K	0.26%	0	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	520	$262K	0.19%	0	13F-HR Timeline
Prospera Capital Management, LLC	549	$262K	0.13%	0	13F-HR Timeline
Element Wealth, LLC	548	$261K	0.11%	+1	13F-HR Timeline
EdgeRock Capital LLC	547	$261K	0.07%	new	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	546	$260K	<0.01%	-434	13F-HR Timeline Group
Cloud Capital Management, LLC	546	$260K	0.14%	new	13F-HR Timeline
Axis Wealth Partners, LLC	545	$260K	0.15%	+11	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	543	$259K	0.02%	new	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	541	$258K	0.2%	+2	13F-HR Timeline
Berkeley Capital Partners, LLC	541	$258K	0.06%	new	13F-HR Timeline
Mason & Associates Inc	541	$258K	0.05%	new	13F-HR Timeline
American Trust	540	$258K	0.02%	-280	13F-HR Timeline
BREAKTHRU ADVISORY SERVICES, LLC	540	$258K	0.17%	new	13F-HR Timeline
HORIZON BANCORP INC /IN/	538	$257K	0.12%	+253	13F-HR Timeline
Carson Advisory Inc.	538	$257K	0.14%	+5	13F-HR Timeline
Fielder Capital Group LLC	538	$257K	0.06%	+5	13F-HR Timeline
Diversified Portfolios, Inc.	537	$256K	0.02%	0	13F-HR Timeline
Advantage Trust Co	537	$256K	0.12%	-400	13F-HR Timeline
Next Capital Management LLC	535	$255K	0.09%	new	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	534	$255K	<0.01%	new	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
Kera Capital Partners, Inc.	534	$255K	0.04%	new	13F-HR Timeline
BLALOCK WILLIAMS, LLC	534	$255K	0.22%	new	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	532	$254K	0.03%	new	13F-HR Timeline
Peachtree Investment Partners, LLC	532	$254K	0.09%	new	13F-HR Timeline
PKS Advisory Services, LLC	532	$254K	0.05%	-19	13F-HR Timeline
ACORN CREEK CAPITAL LLC	531	$253K	0.1%	new	13F-HR Timeline
Strengthening Families & Communities, L…	530	$253K	0.06%	new	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	530	$253K	0.05%	+30	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	529	$252K	0.07%	new	13F-HR Timeline
MN Wealth Advisors, LLC	526	$251K	0.13%	new	13F-HR Timeline
Parvin Asset Management, LLC	526	$251K	0.22%	+26	13F-HR Timeline
Willis Johnson & Associates, Inc.	525	$251K	0.02%	new	13F-HR Timeline
Asio Capital, LLC	525	$251K	0.04%	new	13F-HR Timeline
Seed Wealth Management, Inc.	525	$251K	0.17%	-915	13F-HR Timeline
Quantum Portfolio Management LLC	524	$250K	0.07%	new	13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	523	$249K	0.08%	0	13F-HR Timeline
Gallacher Capital Management LLC	521	$249K	0.1%	-13	13F-HR Timeline
Johnson Bixby & Associates, LLC	521	$249K	0.03%	0	13F-HR Timeline
Symmetry Partners, LLC	520	$248K	0.03%	new	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	520	$248K	0.02%	0	13F-HR Timeline
Shakespeare Wealth Management, LLC	520	$248K	0.06%	new	13F-HR Timeline
BridgePort Financial Solutions, LLC	519	$248K	0.07%	new	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	518	$247K	0.17%	new	13F-HR Timeline
Claro Advisors Inc.	518	$247K	0.04%	-20	13F-HR Timeline
VESTOR CAPITAL, LLC	517	$247K	0.02%	-54,281	13F-HR Timeline
Financial Insights, Inc.	517	$247K	0.08%	+1	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	631	$247K	0.03%	-273	13F-HR Timeline
Custos Family Office, LLC	517	$247K	0.14%	new	13F-HR Timeline
Oxinas Partners, LLC	517	$247K	0.13%	new	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	515	$246K	<0.01%	+3	13F-HR Timeline
Darden Wealth Group Inc	515	$246K	0.13%	-20	13F-HR Timeline
SAGE RHINO CAPITAL LLC	515	$246K	0.05%	-3	13F-HR Timeline
First Bank & Trust	514	$245K	0.04%	-8	13F-HR Timeline
Renaissance Investment Group LLC	513	$245K	0.05%	-50	13F-HR Timeline
Hollow Brook Wealth Management LLC	512	$244K	0.06%	new	13F-HR Timeline
Owen LaRue, LLC	512	$244K	0.1%	new	13F-HR Timeline
Strategic Advocates LLC	511	$244K	0.06%	new	13F-HR Timeline
Great Waters Wealth Management	510	$243K	0.03%	new	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	510	$243K	0.12%	new	13F-HR Timeline
Affiance Financial, LLC	508	$242K	0.04%	new	13F-HR Timeline
Idaho Trust Co	507	$242K	0.08%	new	13F-HR Timeline
Financial Security Advisor, Inc.	507	$242K	0.05%	new	13F-HR Timeline
Orgel Wealth Management, LLC	506	$241K	0.01%	new	13F-HR Timeline
IMG Wealth Management, Inc.	506	$241K	0.16%	0	13F-HR Timeline
Peak Retirement Planning, Inc.	505	$241K	0.07%	new	13F-HR Timeline
BOK Financial Private Wealth, Inc.	504	$240K	0.02%	+27	13F-HR Timeline
KWMG, LLC	503	$240K	0.02%	new	13F-HR Timeline
Whalen Wealth Management Inc.	503	$240K	0.14%	-255	13F-HR Timeline
Nelson Capital Management, LLC	501	$239K	0.03%	new	13F-HR Timeline
Halter Ferguson Financial Inc.	501	$239K	0.06%	-80	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	500	$239K	0.08%	new	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	500	$239K	0.06%	new	13F-HR Timeline
Baugh & Associates, LLC	500	$239K	0.12%	new	13F-HR Timeline
Kendall Capital Management	500	$239K	0.05%	new	13F-HR Timeline
Hudson Value Partners, LLC	500	$239K	0.07%	new	13F-HR Timeline
Passive Capital Management, LLC.	500	$239K	0.08%	new	13F-HR Timeline
Significant Wealth Partners LLC	500	$239K	0.12%	new	13F-HR Timeline
LANDMARK WEALTH MANAGEMENT, INC.	500	$239K	0.09%	new	13F-HR Timeline
DORVAL Corp	500	$239K	0.08%	new	13F-HR Timeline
BENNINGFIELD FINANCIAL ADVISORS, LLC	500	$239K	0.19%	new	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	499	$238K	0.14%	-174	13F-HR Timeline
Orin Green Financial, LLC	499	$238K	0.1%	new	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	498	$238K	0.03%	new	13F-HR Timeline
VANCE WEALTH, LLC	497	$237K	0.07%	new	13F-HR Timeline
Alliance Wealth Advisors, LLC	496	$237K	0.12%	new	13F-HR Timeline
Marotta Asset Management	491	$236K	0.04%	new	13F-HR Timeline
TD Capital Management LLC	493	$235K	0.02%	-23	13F-HR Timeline
FMB WEALTH MANAGEMENT	493	$235K	0.1%	new	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	493	$235K	0.02%	new	13F-HR Timeline
Chris Bulman Inc	492	$235K	0.12%	new	13F-HR Timeline
Sunburst Financial Group, LLC	491	$234K	0.05%	new	13F-HR Timeline
MIDDLETON & CO INC/MA	490	$234K	0.03%	new	13F-HR Timeline
Maridea Wealth Management LLC	439	$233K	0.04%	new	13F-HR Timeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …	488	$233K	0.07%	new	13F-HR Timeline
GERBER, LLC	487	$232K	0.15%	new	13F-HR Timeline
Measured Wealth Private Client Group, L…	487	$232K	0.06%	-365	13F-HR Timeline
Prasad Wealth Partners, LLC	486	$232K	0.06%	new	13F-HR Timeline
Rydar Equities, Inc.	482	$232K	0.19%	new	13F-HR Timeline
Wrenne Financial Planning LLC	484	$231K	0.1%	new	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	488	$230K	0.03%	new	13F-HR Timeline
SHAYNE & JACOBS, LLC	480	$229K	0.07%	new	13F-HR Timeline
Seneca Financial Advisors LLC	479	$229K	0.07%	new	13F-HR Timeline
UPTICK PARTNERS, LLC	477	$228K	0.06%	new	13F-HR Timeline
Stephens Consulting, LLC	475	$227K	0.08%	-16	13F-HR Timeline
State of Wyoming	475	$227K	0.03%	-481	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	475	$227K	0.13%	new	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	475	$227K	0.04%	new	13F-HR Timeline
Archvest Wealth Advisors, Inc.	475	$227K	0.2%	new	13F-HR Timeline
INVESTED ADVISORS	627	$226K	0.33%		13F-HR Timeline
First Long Island Investors, LLC	474	$226K	0.02%	new	13F-HR Timeline
Strategic Financial Partners, Ltd.	473	$226K	0.1%	new	13F-HR Timeline
SACHEM HILL LLC	473	$226K	0.05%	new	13F-HR Timeline
MOKAN Wealth Management Inc.	471	$225K	0.11%	new	13F-HR Timeline
North Capital, Inc.	471	$225K	0.17%	+8	13F-HR Timeline
Burt Wealth Advisors	471	$225K	0.06%	new	13F-HR Timeline
ProVise Management Group, LLC	470	$224K	0.02%	new	13F-HR Timeline
PLANNING DIRECTIONS INC	470	$224K	0.12%	new	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	471	$224K	0.08%	new	13F-HR Timeline
Wealth Advisors of Iowa, LLC	468	$223K	0.08%	new	13F-HR Timeline
Goldstein Advisors, LLC	468	$223K	0.03%	new	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	468	$223K	0.1%	new	13F-HR Timeline
ETF Store, Inc.	466	$223K	0.24%	new	13F-HR Timeline
SEEDS INVESTOR LLC	466	$222K	0.05%	new	13F-HR Timeline
Barry Investment Advisors, LLC	466	$222K	0.05%	new	13F-HR Timeline
Coordinated Financial Services, Inc.	465	$222K	0.14%	new	13F-HR Timeline
LifeWealth Investments, LLC	465	$222K	0.07%	new	13F-HR/A Timeline
Fermata Advisors, LLC	464	$221K	0.06%	-89	13F-HR Timeline
GFG Capital, LLC	463	$221K	0.08%	-6	13F-HR Timeline
DAVIS-REA LTD.	460	$219K	0.05%	new	13F-HR Timeline
Kassira Wealth Management LLC	460	$219K	0.21%		13F-HR Timeline
AWM CAPITAL, LLC	458	$219K	0.02%	new	13F-HR Timeline
Altiora Financial Group, LLC	457	$218K	0.04%	new	13F-HR Timeline
Ruggaard & Associates LLC	456	$218K	0.08%	new	13F-HR Timeline