Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
One Charles Private Wealth Services, LLC812$576K0.14%013F-HRTimeline
First Affirmative Financial Network812$575K0.22%13F-HR/ATimeline
Vigilare Wealth Management811$575K0.19%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC810$574K0.46%-6013F-HRTimeline
Investment Research Partners LLC810$573K0.23%013F-HRTimeline
Texas Bank & Trust Co806$571K0.21%+2713F-HRTimeline
Washington Trust Bank804$570K0.04%-19313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…804$570K0.27%-1813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC803$569K0.01%+13413F-HRTimelineGroup
Atala Financial Inc778$569K0.38%+1313F-HRTimeline
Crane Advisory, LLC736$569K0.09%013F-HRTimeline
Berkeley Capital Partners, LLC801$567K0.13%+9113F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/800$567K0.4%013F-HRTimeline
Aspetuck Financial Management LLC800$567K0.39%013F-HRTimeline
Alpha Wealth Funds, LLC800$567K0.4%-20013F-HRTimeline
DOVER ADVISORS, LLC797$565K0.23%-20813F-HRTimeline
DecisionMap Wealth Management, LLC796$564K0.36%-713F-HRTimeline
TrueWealth Advisors, LLC795$563K0.14%-4813F-HRTimeline
Certified Advisory Corp795$563K0.05%+10513F-HRTimeline
Aspen Grove Capital, LLC795$563K0.11%013F-HRTimeline
MRP Capital Investments, LLC795$563K0.49%-11013F-HRTimeline
MinichMacGregor Wealth Management, LLC791$561K0.1%+36613F-HRTimeline
Second Half Financial Partners, LLC791$560K0.25%+2013F-HRTimeline
BETO FINANCIAL GROUP, LLC624$559K0.33%+413F-HRTimeline
Aldebaran Financial Inc.788$558K0.53%+3013F-HRTimeline
Disciplined Investments, LLC787$558K0.2%013F-HRTimeline
Greenspring Advisors, LLC783$555K0.03%new13F-HRTimeline
Taylor Securities Services, Inc.782$554K0.26%013F-HRTimeline
REBALANCE, LLC781$553K0.03%-6013F-HRTimeline
waypoint wealth counsel781$553K0.29%-15113F-HRTimeline
Colonial River Investments, LLC780$553K0.2%-66113F-HRTimeline
Donalies Financial Planning, LLC780$553K0.47%+10513F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO780$553K0.03%013F-HRTimeline
Roble, Belko & Company, Inc779$552K0.07%-11213F-HRTimeline
South Shore Capital Advisors779$552K0.4%-1513F-HRTimeline
WealthPoint Financial, LLC778$551K0.46%+14513F-HR/ATimeline
New World Advisors LLC778$551K0.1%-6513F-HR/ATimeline
Jacobsen Capital Management778$551K0.19%-4513F-HRTimeline
Revolve Wealth Partners, LLC777$551K0.07%+9613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…777$550K0.08%-2913F-HRTimeline
MPS Loria Financial Planners, LLC774$549K0.14%+113F-HRTimeline
Petros Family Wealth, LLC773$548K0.39%-54813F-HRTimeline
Vision Capital Management, Inc.773$548K0.07%013F-HRTimeline
Tulsa Wealth Advisors, INC772$547K0.1%-80813F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC613$546K0.2%+1813F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC769$545K0.56%13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV765$542K0.35%013F-HRTimeline
Cannon Wealth Management Services, LLC765$542K0.37%-3813F-HRTimeline
Freedom Financial Partners LLC764$541K0.19%-5013F-HRTimeline
Cinctive Capital Management LP764$541K0.04%new13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.763$541K0.25%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC763$541K0.21%013F-HRTimeline
Sterling Investment Counsel, LLC761$539K0.15%+1813F-HRTimeline
MBE Wealth Management, LLC761$539K0.22%+113F-HRTimeline
Griffith & Werner, Inc.760$539K0.27%+713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC760$538K0.03%+1513F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD759$538K0.08%-1313F-HRTimeline
Warner Group LLC759$538K0.35%+11913F-HRTimeline
ROBERTS GLORE & CO INC /IL/758$537K0.15%-613F-HRTimeline
MBA Advisors LLC758$537K0.21%-5913F-HRTimeline
Pacific Center for Financial Services758$537K0.14%+6813F-HRTimeline
J. Derek Lewis & Associates Inc.756$536K0.12%-1713F-HR/ATimeline
Drum Hill Capital, LLC755$535K0.49%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC755$535K0.19%-1013F-HRTimeline
Destiny Wealth Partners, LLC754$534K0.06%013F-HRTimeline
Kondo Wealth Advisors, Inc.754$534K0.2%013F-HRTimeline
Todd Wealth Management, LLC753$534K0.49%013F-HRTimeline
Randall & Associates Wealth Management753$533K0.36%+10113F-HRTimeline
Claro Advisors Inc.752$533K0.06%+20013F-HRTimeline
Antonelli Financial Advisors, LLC752$533K0.37%-30113F-HRTimeline
General Partner, Inc.752$533K0.32%013F-HRTimeline
JSF Financial, LLC752$533K0.1%-3813F-HRTimeline
Hurlow Wealth Management Group, Inc.750$531K0.13%+313F-HRTimeline
Pingora Partners LLC750$531K0.31%013F-HRTimeline
Eurizon SLJ Capital Ltd747$529K0.25%-64313F-HRTimeline
SHUFRO ROSE & CO LLC745$528K0.04%013F-HRTimeline
GRANDFIELD & DODD, LLC745$528K0.03%-7513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …745$528K0.07%013F-HRTimeline
Trilogy Capital Inc.744$527K0.02%-3413F-HRTimeline
AdvisorShares Investments LLC741$525K0.1%-10013F-HRTimeline
Commerce Advisors, LLC741$525K0.44%13F-HRTimeline
Broadleaf Partners, LLC740$524K0.12%013F-HRTimeline
Piedmont Capital Management, LLC732$524K0.27%013F-HRTimeline
SMART Wealth LLC739$524K0.15%013F-HRTimeline
Proactive Wealth Strategies LLC737$523K0.1%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL736$522K0.13%+6913F-HRTimeline
JGP Wealth Management, LLC733$519K0.05%+213F-HRTimeline
M1 Capital Management LLC732$519K0.24%-11213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC730$517K0.15%013F-HRTimeline
Calydon Capital727$515K0.08%013F-HRTimeline
LeConte Wealth Management, LLC723$513K0.33%+2713F-HRTimeline
Traub Capital Management LLC717$508K0.5%013F-HRTimeline
BlackDiamond Wealth Management, LLC716$507K0.24%+5813F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC658$507K0.28%+213F-HRTimeline
Crusonia Wealth Advisors LLC713$505K0.1%+3113F-HRTimeline
Proficio Capital Partners LLC713$505K0.03%+513F-HRTimeline
Elm Partners Management LLC754$503K0.02%+3113F-HRTimeline
Causey Wealth LLC707$501K0.21%-1313F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …706$500K0.04%013F-HRTimeline
Financial Planning Hawaii, Inc.706$500K0.29%013F-HRTimeline
Convergence Investment Partners, LLC706$500K0.08%-4,43213F-HRTimeline
Baltimore-Washington Financial Advisors…705$500K0.02%-313F-HRTimeline
Orion Capital Management LLC705$499K0.17%013F-HRTimeline
Arista Wealth Management, LLC705$499K0.06%-57813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC705$499K0.11%+6513F-HRTimeline
SilverOak Wealth Management LLC704$499K0.08%013F-HRTimeline
MAYPORT, LLC704$499K0.09%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.704$499K0.07%+813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC703$498K0.22%-8013F-HRTimeline
Gemmer Asset Management LLC700$496K0.04%+1313F-HRTimeline
Core Wealth Partners LLC700$496K0.23%013F-HRTimeline
Safe Harbor Fiduciary, LLC699$495K0.47%-1813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC698$495K0.49%013F-HRTimeline
Centerpoint Advisory Group695$492K0.37%-5013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC693$491K0.47%013F-HRTimeline
Maridea Wealth Management LLC691$490K0.07%-1,25413F-HRTimeline
Wick Capital Partners, LLC689$488K0.09%+33013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC688$488K0.11%+5113F-HRTimeline
Argentarii, LLC688$487K0.17%+913F-HRTimeline
CAP Partners, LLC687$487K0.28%+313F-HRTimeline
Harvest Investment Services, LLC687$487K0.09%+13813F-HRTimeline
MKT Advisors LLC672$487K0.16%+413F-HRTimeline
Petix & Botte Co687$487K0.11%-62513F-HRTimeline
RED REEF ADVISORS LLC686$486K0.51%013F-HRTimeline
Jessup Wealth Management, Inc686$486K0.18%-813F-HRTimeline
Concorde Asset Management, LLC685$485K0.24%-16513F-HRTimeline
Granite FO LLC685$485K0.29%013F-HR/ATimeline
Rare Wolf Capital LLC685$485K0.31%-52213F-HRTimeline
jvl associates llc684$485K0.16%+3113F-HRTimeline
Morton Capital Management LLC/CA684$484K0.07%+8913F-HRTimeline
PIONEER TRUST BANK N A/OR683$484K0.12%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT682$483K0.14%-2413F-HRTimeline
Riverbend Wealth Management, LLC681$483K0.3%-6913F-HRTimeline
Clay Northam Wealth Management, LLC681$482K0.27%013F-HRTimeline
BW Gestao de Investimentos Ltda.680$482K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS680$482K0.43%13F-HRTimeline
S Harris Financial Group, LLC680$482K0.44%-19013F-HRTimeline
Prudent Man Advisors, LLC0$481K0.14%013F-HRTimelineAmount filed as zero, left out of ratios.
Panoramic Capital Partners, LLC679$481K0.3%+9113F-HRTimeline
BALLAST ADVISORS LLC676$479K0.14%-2913F-HR/ATimeline
truNorth Financial Services, Inc.675$478K0.49%-2513F-HRTimeline
Hibernia Wealth Partners, LLC675$478K0.14%+6513F-HRTimeline
Human Investing LLC674$478K0.07%+1813F-HRTimeline
Tandem Wealth Advisors LLC673$477K0.21%-26413F-HRTimeline
ALTFEST L J & CO INC671$476K0.05%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC670$475K0.21%013F-HRTimeline
Tannin Capital LLC670$475K0.34%+613F-HRTimeline
Leverty Financial Group, LLC670$474K0.1%013F-HRTimeline
Lexington Hill Partners, LLC669$474K0.27%+8913F-HRTimeline
Orgel Wealth Management, LLC666$472K0.01%+6513F-HRTimeline
Fairway Wealth LLC666$472K0.12%new13F-HRTimeline
Eagle Wealth Advisors LLC666$472K0.44%+913F-HRTimeline
Ponta Wealth Partners, LLC665$471K0.38%+15413F-HRTimeline
Beacon Capital Management, LLC665$471K0.08%+113F-HRTimeline
W1M Asset Management Ltd662$469K0.01%-75113F-HRTimeline
Northwest Financial Advisors660$468K0.9%013F-HRTimeline
Cyr Financial Inc.660$467K0.28%-15213F-HRTimeline
Tower Wealth Partners, Inc.659$467K0.26%-18113F-HRTimeline
KDT Advisors, LLC657$465K0.74%013F-HRTimeline
Valtinson Bruner Financial Planning LLC656$465K0.13%+3613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC656$465K0.14%-1013F-HRTimeline
RFG Holdings, Inc.656$465K0.12%+213F-HRTimeline
OMC Financial Services LTD655$464K0.18%013F-HRTimeline
Claret Asset Management Corp655$464K0.06%-613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC652$462K0.19%-413F-HRTimeline
Objective Capital Management, LLC652$462K0.47%+7013F-HRTimeline
GLR Partners, LLC651$461K0.25%13F-HRTimeline
MCDONALD PARTNERS LLC650$460K0.11%013F-HRTimeline
GEM Asset Management, LLC649$460K0.2%013F-HRTimeline
Altus Wealth Group LLC649$460K0.19%+8613F-HRTimeline
Grantvest Financial Group LLC648$459K0.3%+813F-HRTimeline
Phoenix Wealth Advisors648$459K0.18%013F-HRTimeline
Financial Perspectives, Inc648$459K0.13%013F-HRTimeline
Cascade Financial Partners, LLC647$458K0.05%-9013F-HRTimeline
Rede Wealth, LLC646$458K0.16%013F-HRTimeline
Solidarity Wealth, LLC646$458K0.09%+5013F-HRTimeline
SAXON INTERESTS, INC.645$457K0.16%-1,96313F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC644$456K0.17%+12113F-HRTimeline
OPTIMA CAPITAL LLC641$454K0.21%+213F-HRTimeline
INVESTED ADVISORS641$454K0.46%+2613F-HRTimeline
Princeton Global Asset Management LLC639$453K0.07%+213F-HRTimeline
Red Wave Investments LLC636$451K0.13%-913F-HRTimeline
Omnia Family Wealth, LLC636$451K0.14%-23013F-HRTimeline
Aletheian Wealth Advisors LLC636$451K0.22%13F-HRTimeline
Lifelong Wealth Advisors, Inc.635$450K0.12%+113F-HRTimeline
UNIQUE WEALTH, LLC635$450K0.06%+3913F-HRTimeline
Flatrock Wealth Partners LLC633$449K0.2%+3113F-HRTimeline
PRIVATE MANAGEMENT GROUP INC632$448K0.01%-5213F-HRTimeline
Meritas Wealth Management, LLC632$448K0.2%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.632$447K0.05%+7413F-HRTimeline
UHLMANN PRICE SECURITIES, LLC631$447K0.03%+1913F-HRTimeline
Next Level Wealth Planning, LLC630$446K0.23%013F-HRTimeline
Targeted Financial Services LLC630$446K0.37%+10013F-HRTimeline
Houlihan Financial Resource Group, Ltd.629$446K0.17%013F-HRTimeline
Carbahal Olsen Financial Services Group…628$445K0.36%-213F-HRTimeline
DOHENY ASSET MANAGEMENT /CA627$444K0.29%013F-HRTimeline
First Bank & Trust626$443K0.07%+7113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC626$443K0.18%013F-HRTimeline
BAXTER BROS INC625$443K0.05%-5013F-HRTimeline
Bank of New Hampshire623$441K0.1%013F-HRTimeline