CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers: 3,485
13F filers: 3,543
New: 280
Added: 1,229
Reduced: 1,305
Sold out: 94
Shares held by filers: 330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Trilogy Capital Inc.	778	$446K	0.02%	+2	13F-HR Timeline
CONSCIOUS WEALTH INVESTMENTS, LLC	656	$445K	0.27%	+9	13F-HR Timeline
J. Derek Lewis & Associates Inc.	773	$443K	0.1%		13F-HR Timeline
Vision Capital Management, Inc.	773	$443K	0.05%	0	13F-HR Timeline
MPS Loria Financial Planners, LLC	773	$443K	0.11%	+2	13F-HR Timeline
BUFFALO BUSINESS & ESTATE SERVICES LTD	772	$442K	0.06%		13F-HR Timeline
Second Half Financial Partners, LLC	771	$442K	0.2%	0	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	767	$439K	0.02%	0	13F-HR Timeline
Parisi Gray Wealth Management	767	$439K	0.1%	0	13F-HR Timeline
Maia Wealth LLC	578	$438K	0.07%	+26	13F-HR Timeline
WESTCO ADVISORY SERVICES INC /ADV	765	$438K	0.27%		13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	765	$438K	0.15%	-40	13F-HR Timeline
Atala Financial Inc	765	$438K	0.28%	0	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	764	$438K	0.12%	0	13F-HR Timeline
Aldebaran Financial Inc.	758	$438K	0.41%	-135	13F-HR Timeline
BRIGHT FINANCIAL ADVISORS, INC.	763	$437K	0.21%	-52	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	763	$437K	0.17%	0	13F-HR Timeline
WIREGRASS INVESTMENT MANAGEMENT LLC	761	$436K	0.36%		13F-HR Timeline
MGB Wealth Management, LLC	761	$436K	0.12%	new	13F-HR Timeline
MBE Wealth Management, LLC	760	$436K	0.18%	-4	13F-HR Timeline
BOCHK Asset Management Ltd	760	$435K	0.12%	-3,240	13F-HR Timeline
O'ROURKE & COMPANY, Inc	760	$435K	0.17%	-146	13F-HR Timeline
Yeomans Consulting Group, Inc.	757	$434K	0.13%	new	13F-HR Timeline
Drum Hill Capital, LLC	755	$433K	0.45%	0	13F-HR Timeline
VEGA INVESTMENT SOLUTIONS	755	$433K	0.07%		13F-HR Timeline
Blue Capital, Inc.	754	$432K	0.31%	+93	13F-HR Timeline
Kondo Wealth Advisors, Inc.	754	$432K	0.17%	+2	13F-HR Timeline
Griffith & Werner, Inc.	753	$431K	0.22%	+3	13F-HR Timeline
Invst, LLC	753	$431K	0.05%	+14	13F-HR Timeline
Todd Wealth Management, LLC	753	$431K	0.39%		13F-HR Timeline
General Partner, Inc.	752	$431K	0.24%	0	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	751	$430K	0.11%	-5	13F-HR Timeline
Encompass More Asset Management	750	$430K	0.08%	+310	13F-HR Timeline
Pingora Partners LLC	750	$430K	0.26%	0	13F-HR Timeline
Elk River Wealth Management LLC	750	$430K	0.07%	0	13F-HR Timeline
Riverbend Wealth Management, LLC	750	$430K	0.27%	+11	13F-HR Timeline
Fiduciary Wealth Partners, LLC	749	$429K	0.18%	-9	13F-HR Timeline
BETO FINANCIAL GROUP, LLC	620	$428K	0.29%		13F-HR Timeline
HOURGLASS CAPITAL, LLC	747	$428K	0.09%	0	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	747	$428K	0.1%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	745	$427K	0.02%	+38	13F-HR Timeline
SHUFRO ROSE & CO LLC	745	$427K	0.03%	-60	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	745	$427K	0.06%	-25	13F-HR Timeline
Centerpoint Advisory Group	745	$427K	0.33%	-175	13F-HR Timeline
Sterling Investment Counsel, LLC	743	$426K	0.12%	0	13F-HR Timeline
Broadleaf Partners, LLC	740	$424K	0.09%	0	13F-HR Timeline
SMART Wealth LLC	739	$424K	0.13%	0	13F-HR Timeline
Cascade Financial Partners, LLC	737	$422K	0.04%	-24	13F-HR Timeline
SEEDS INVESTOR LLC	735	$421K	0.08%	+269	13F-HR Timeline
Piedmont Capital Management, LLC	732	$419K	0.21%	0	13F-HR Timeline
JGP Wealth Management, LLC	731	$419K	0.04%	+125	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	731	$419K	0.03%	-93	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	730	$418K	0.12%	0	13F-HR Timeline
Miller Financial Services LLC	729	$417K	0.49%	-445	13F-HR Timeline
Calydon Capital	727	$416K	0.07%	-191	13F-HR Timeline
Elm Partners Management LLC	723	$414K	0.02%	+30	13F-HR/A Timeline
Causey Wealth LLC	720	$412K	0.19%	+9	13F-HR Timeline
Clarus Group, Inc.	719	$412K	0.15%	+1	13F-HR Timeline
Accuvest Global Advisors	719	$412K	0.3%	new	13F-HR Timeline
MKT Advisors LLC	668	$411K	0.14%	+1	13F-HR Timeline
Traub Capital Management LLC	717	$411K	0.4%	-10	13F-HR Timeline
Safe Harbor Fiduciary, LLC	717	$411K	0.36%		13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	717	$411K	0.25%	+11	13F-HR Timeline Group
Geneva Partners, LLC	716	$410K	0.15%	+9	13F-HR Timeline
Strategic Financial Services, Inc.	563	$409K	0.02%	0	13F-HR Timeline
SHARPEPOINT LLC	712	$408K	0.24%	new	13F-HR Timeline
Linden Thomas Advisory Services, LLC	711	$407K	0.04%	+20	13F-HR Timeline
4WEALTH ADVISORS, INC.	710	$407K	0.35%	-2	13F-HR Timeline
Berkeley Capital Partners, LLC	710	$407K	0.1%	+169	13F-HR Timeline
Baltimore-Washington Financial Advisors…	708	$406K	0.02%	+11	13F-HR Timeline
Proficio Capital Partners LLC	708	$406K	0.03%	-66	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	706	$405K	0.03%	+2	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	706	$404K	0.13%	+1	13F-HR Timeline
QP WEALTH MANAGEMENT, LLC	706	$404K	0.36%		13F-HR Timeline
Financial Planning Hawaii, Inc.	706	$404K	0.23%		13F-HR Timeline
BALLAST ADVISORS LLC	705	$404K	0.11%	+28	13F-HR Timeline
Orion Capital Management LLC	705	$404K	0.14%	0	13F-HR Timeline
Clear Street Group Inc.in group Clear Street Group Inc.	705	$404K	<0.01%	new	13F-HR Timeline Group
SilverOak Wealth Management LLC	704	$403K	0.06%	0	13F-HR Timeline
MAYPORT, LLC	704	$403K	0.08%	+7	13F-HR Timeline
Alphadyne Asset Management LP	702	$402K	0.04%	new	13F-HR Timeline
truNorth Financial Services, Inc.	700	$401K	0.44%		13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	700	$401K	0.17%	-700	13F-HR Timeline
Core Wealth Partners LLC	700	$401K	0.18%	0	13F-HR Timeline
10Elms LLP	699	$400K	0.37%	0	13F-HR Timeline
ADKINS SEALE CAPITAL MANAGEMENT LLC	698	$400K	0.4%		13F-HR Timeline
LeConte Wealth Management, LLC	696	$399K	0.26%	+12	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	696	$399K	0.06%	0	13F-HR Timeline
Jessup Wealth Management, Inc	694	$397K	0.13%	0	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	693	$397K	0.37%	-10	13F-HR Timeline
Capitol Family Office, Inc.	692	$396K	0.47%	-9	13F-HR Timeline
Certified Advisory Corp	690	$395K	0.04%	+1	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	520	$395K	0.27%	0	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	629	$394K	0.15%	new	13F-HR Timeline
Balentine LLC	688	$394K	0.01%	+2	13F-HR Timeline
Gemmer Asset Management LLC	687	$394K	0.03%	-5	13F-HR Timeline
First PREMIER Bank	687	$393K	0.09%	-3	13F-HR Timeline
WADDELL & ASSOCIATES, LLC	686	$393K	0.03%	new	13F-HR Timeline
RED REEF ADVISORS LLC	686	$393K	0.4%		13F-HR Timeline
Granite FO LLC	685	$392K	0.21%	0	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	684	$392K	0.01%	-70	13F-HR Timeline
CAP Partners, LLC	684	$392K	0.22%	-157	13F-HR Timeline
PIONEER TRUST BANK N A/OR	683	$391K	0.09%	0	13F-HR Timeline
Crusonia Wealth Advisors LLC	682	$391K	0.09%		13F-HR Timeline
Revolve Wealth Partners, LLC	681	$390K	0.05%	+16	13F-HR Timeline
Clay Northam Wealth Management, LLC	681	$390K	0.22%	0	13F-HR Timeline
BW Gestao de Investimentos Ltda.	680	$390K	0.01%	new	13F-HR Timeline
Prudent Man Advisors, LLC	0	$389K	0.14%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
Argentarii, LLC	679	$389K	0.13%	+2	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	678	$388K	0.35%	+35	13F-HR Timeline
GEM Asset Management, LLC	649	$387K	0.17%	-29	13F-HR Timeline
Donalies Financial Planning, LLC	675	$387K	0.33%		13F-HR Timeline
BAXTER BROS INC	675	$387K	0.04%	+5	13F-HR Timeline
Beaird Harris Wealth Management, LLC	673	$386K	0.03%	-137	13F-HR Timeline
First Business Financial Services, Inc.	672	$385K	0.04%	-13,995	13F-HR Timeline
Range Advisory, LLC	672	$385K	0.1%		13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	670	$384K	0.19%	-19	13F-HR Timeline
Leverty Financial Group, LLC	670	$384K	0.09%	+40	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	669	$384K	0.01%	+82	13F-HR Timeline Group
RHODES INVESTMENT ADVISORS INC /ADV	669	$383K	0.31%		13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	667	$382K	0.09%	+499	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	666	$382K	0.12%	+107	13F-HR Timeline
Cheviot Value Management, LLC	593	$381K	0.04%	-10	13F-HR Timeline
Beacon Capital Management, LLC	664	$381K	0.06%	-34	13F-HR Timeline
Tannin Capital LLC	664	$380K	0.34%		13F-HR Timeline
Claret Asset Management Corp	661	$379K	0.04%	-4	13F-HR Timeline
Northwest Financial Advisors	660	$378K	0.78%	-180	13F-HR Timeline
KDT Advisors, LLC	657	$376K	0.53%	+15	13F-HR Timeline
Eagle Wealth Advisors LLC	657	$376K	0.32%		13F-HR Timeline
Human Investing LLC	656	$376K	0.05%	-19	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	656	$376K	0.16%	+7	13F-HR Timeline
OMC Financial Services LTD	655	$375K	0.14%	0	13F-HR Timeline
DV EQUITIES, LLC	654	$375K	0.07%		13F-HR Timeline
RFG Holdings, Inc.	654	$375K	0.09%	+6	13F-HR Timeline
jvl associates llc	653	$374K	0.12%	+16	13F-HR Timeline
Randall & Associates Wealth Management	652	$374K	0.26%	new	13F-HR Timeline
MCDONALD PARTNERS LLC	650	$372K	0.12%	-17	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	649	$372K	0.07%	+62	13F-HR Timeline
Phoenix Wealth Advisors	648	$371K	0.14%	+5	13F-HR Timeline
Financial Perspectives, Inc	648	$371K	0.1%	-500	13F-HR Timeline
Rede Wealth, LLC	646	$370K	0.13%	new	13F-HR Timeline
Impact Partnership Wealth, LLC	646	$370K	0.05%	+19	13F-HR Timeline
Red Wave Investments LLC	645	$370K	0.11%	0	13F-HR Timeline
Stronghold Wealth Management L.L.C.	644	$369K	0.55%		13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	643	$368K	0.01%	-33	13F-HR Timeline Group
Rothschild Capital Partners, LLC	642	$368K	0.09%	new	13F-HR Timeline
Hutchens & Kramer Investment Management…	640	$367K	0.13%	-244	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	640	$367K	0.08%	+90	13F-HR Timeline
Grantvest Financial Group LLC	640	$367K	0.23%	-50	13F-HR Timeline
Warner Group LLC	640	$367K	0.23%	0	13F-HR Timeline
OPTIMA CAPITAL LLC	639	$366K	0.16%	-17	13F-HR Timeline
Keeler Thomas Management LLC	639	$366K	0.17%	-472	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	637	$365K	0.08%	0	13F-HR Timeline
Princeton Global Asset Management LLC	637	$365K	0.06%	+78	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	634	$363K	0.1%	+30	13F-HR Timeline
WealthPoint Financial, LLC	633	$363K	0.32%		13F-HR Timeline
Meritas Wealth Management, LLC	632	$362K	0.17%	0	13F-HR Timeline
Carbahal Olsen Financial Services Group…	630	$361K	0.28%	+2	13F-HR Timeline
Next Level Wealth Planning, LLC	630	$361K	0.19%	0	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	629	$360K	0.31%		13F-HR Timeline
Prentice Wealth Management LLC	629	$360K	0.08%	+75	13F-HR Timeline
ADVISORTRUST PARTNERS, LLC	628	$360K	0.16%		13F-HR Timeline
DOHENY ASSET MANAGEMENT /CA	627	$359K	0.22%	0	13F-HR Timeline
CFO4Life Group, LLC	626	$359K	0.05%	+15	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	626	$358K	0.15%	-16	13F-HR Timeline
HF Advisory Group, LLC	625	$358K	0.12%	-93	13F-HR/A Timeline
Bank of New Hampshire	623	$357K	0.08%	+290	13F-HR Timeline
TCP Asset Management, LLC	623	$357K	0.06%	+3	13F-HR Timeline
Granite Harbor Advisors, Inc.	623	$357K	0.15%	+3	13F-HR Timeline
Forza Wealth Management, LLC	622	$356K	0.13%	+49	13F-HR Timeline
National Philanthropic Trust	621	$356K	<0.01%	new	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	620	$355K	0.1%	-15	13F-HR Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	619	$355K	0.02%	+19	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	619	$355K	0.23%	-465	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	618	$354K	0.12%	0	13F-HR Timeline
KOM Wealth Management Group, LLC	617	$354K	0.25%	-68	13F-HR Timeline
Strategic Advocates LLC	611	$353K	0.09%	+100	13F-HR Timeline
INVESTED ADVISORS	615	$352K	0.36%	-12	13F-HR Timeline
DUTCH ASSET Corp	614	$352K	0.27%		13F-HR Timeline
LongView Wealth Management	559	$352K	0.08%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	613	$351K	0.14%	-3	13F-HR Timeline
Dakota Community Bank & Trust NA	613	$351K	1.2%	0	13F-HR Timeline
Brightwater Advisory LLC	612	$351K	0.24%	+2	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	612	$351K	0.21%	0	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	611	$350K	0.01%	0	13F-HR Timeline
Leibman Financial Services, Inc.	610	$349K	0.25%	new	13F-HR Timeline
Hibernia Wealth Partners, LLC	610	$349K	0.11%	new	13F-HR Timeline
Pinpoint Asset Management (Singapore) P…	609	$349K	0.07%	new	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	470	$349K	0.1%	new	13F-HR Timeline
NORTH DALLAS BANK & TRUST CO	608	$348K	0.23%		13F-HR Timeline
Unison Asset Management LLC	606	$347K	0.16%	0	13F-HR Timeline
Ariadne Wealth Management, LP	457	$347K	0.14%	-19	13F-HR Timeline
Talisman Wealth Advisors LLC	604	$346K	0.27%	-38	13F-HR Timeline
JMAC ENTERPRISES LLC	604	$346K	0.07%	0	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	603	$345K	0.01%	new	13F-HR Timeline
Flatrock Wealth Partners LLC	602	$345K	0.17%		13F-HR/A Timeline
Orgel Wealth Management, LLC	601	$344K	0.01%	+95	13F-HR Timeline
Private Advisory Group LLC	601	$344K	0.03%	-26	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	600	$344K	0.05%	-112	13F-HR Timeline Group
Three Magnolias Financial Advisors, LLC	600	$344K	0.21%	0	13F-HR Timeline