CAT CATERPILLAR INC

COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers: 4,003
13F filers: 4,069
New: 394
Added: 1,441
Reduced: 1,608
Sold out: 106
Shares held by filers: 330,569,644

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CAP Partners, LLC	617	$657K	0.32%	-70	13F-HR Timeline
WIREGRASS INVESTMENT MANAGEMENT LLC	615	$655K	0.45%	-221	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	615	$655K	0.14%	+24	13F-HR Timeline
Peak Retirement Planning, Inc.	614	$654K	0.1%	+20	13F-HR Timeline
Clarus Group, Inc.	614	$654K	0.22%	+1	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	613	$653K	0.2%	0	13F-HR Timeline
Rydar Equities, Inc.	733	$652K	0.37%	+183	13F-HR Timeline
CONSCIOUS WEALTH INVESTMENTS, LLC	732	$651K	0.33%	+74	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	611	$651K	0.03%	0	13F-HR Timeline
Quantessence Capital LLC	610	$650K	1.91%	new	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	609	$649K	0.13%	+300	13F-HR Timeline
Piedmont Capital Management, LLC/NC	608	$647K	0.4%	+155	13F-HR Timeline
KOM Wealth Management Group, LLC	608	$647K	0.39%	-4	13F-HR Timeline
Kapstone Financial Advisors LLC	607	$646K	0.27%	0	13F-HR Timeline
Crane Advisory, LLC	737	$646K	0.09%	+1	13F-HR Timeline
Alternative Investment Advisors, LLC.	606	$646K	0.25%	+12	13F-HR Timeline
Unison Asset Management LLC	606	$645K	0.26%	0	13F-HR Timeline
Bannerstone Capital Management, LLC	605	$644K	0.54%	+305	13F-HR Timeline
Bernicke Wealth Management, Ltd.	604	$643K	0.07%	0	13F-HR Timeline
Forza Wealth Management, LLC	603	$642K	0.2%	-273	13F-HR Timeline
First Business Financial Services, Inc.	601	$640K	0.05%	+12	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	601	$640K	0.11%	0	13F-HR Timeline
Collaborative Fund Advisors, LLC	601	$640K	0.37%	-18	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	672	$640K	0.23%	+20	13F-HR Timeline
Wealthquest Corp	600	$639K	0.04%	+162	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	600	$639K	0.09%	0	13F-HR Timeline Group
Three Magnolias Financial Advisors, LLC	600	$639K	0.36%	0	13F-HR Timeline
Convergence Investment Partners, LLC	599	$637K	0.06%	-107	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	599	$637K	0.19%	+56	13F-HR Timeline
MKT Advisors LLC	678	$637K	0.2%	+6	13F-HR Timeline
Townsend & Associates, Inc	734	$634K	0.05%	-31	13F-HR Timeline
Coston, McIsaac & Partners	596	$634K	0.13%	+59	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	595	$634K	0.14%	+8	13F-HR Timeline
Argentarii, LLC	749	$632K	0.19%	+61	13F-HR Timeline
TrustWell Financial Advisors, LLC	593	$631K	0.54%	+2	13F-HR Timeline
Brightwater Advisory LLC	592	$630K	0.4%	-21	13F-HR Timeline
M1 Capital Management LLC	591	$629K	0.23%	-141	13F-HR Timeline
Value Investment Professionals, LLC	590	$628K	0.53%	+1	13F-HR Timeline
Concentrum Wealth Management	588	$627K	0.15%	+63	13F-HR Timeline
Krane Financial Solutions LLC	588	$626K	0.39%	+1	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	588	$626K	0.42%	+35	13F-HR Timeline
Colorado Capital Management, Inc.	587	$625K	0.21%	0	13F-HR Timeline
Safe Harbor Fiduciary, LLC	584	$622K	0.48%	-115	13F-HR Timeline
Aspen Capital Management, LLC	584	$622K	0.14%	0	13F-HR Timeline
Nova R Wealth, Inc.	583	$621K	0.18%	-13	13F-HR Timeline
Red Wave Investments LLC	583	$621K	0.16%	-53	13F-HR Timeline
Cheviot Value Management, LLC	583	$621K	0.06%	-10	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	583	$621K	0.07%	0	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	582	$620K	0.35%	+29	13F-HR Timeline
Balentine LLC	582	$620K	0.02%	+133	13F-HR Timeline
IMA Advisory Services, Inc.	581	$619K	0.04%	+409	13F-HR Timeline
Talisman Wealth Advisors LLC	581	$619K	0.46%	+33	13F-HR Timeline
Financial Security Advisor, Inc.	581	$618K	0.1%	+22	13F-HR Timeline
Integrity Advisory Solutions, LLC	580	$618K	0.06%	+164	13F-HR Timeline
Krane Funds Advisors LLC	580	$618K	0.02%	new	13F-HR Timeline
Bedminster, LLC	580	$618K	0.53%	-20	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	579	$617K	0.15%	-56	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	708	$617K	0.37%	0	13F-HR Timeline
Main Street Group, LTD	579	$617K	0.14%	-15	13F-HR Timeline
OAK ASSOCIATES LTD /OH/	579	$617K	0.03%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	579	$617K	0.16%	0	13F-HR Timeline
Affiance Financial, LLC	578	$616K	0.09%	+23	13F-HR Timeline
Maia Wealth LLC	579	$616K	0.09%	+29	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	576	$613K	0.15%	+9	13F-HR Timeline
Riverbend Wealth Management, LLC	576	$613K	0.31%	-105	13F-HR Timeline
DKM Wealth Management, Inc.	576	$613K	0.4%	-9	13F-HR Timeline
Arista Wealth Management, LLC	575	$612K	0.07%	-130	13F-HR Timeline
Orion Investment Co	575	$612K	0.18%	0	13F-HR Timeline
WIN ADVISORS, INC	574	$611K	0.22%	+234	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	574	$611K	0.14%	-2	13F-HR Timeline
One Day In July LLC	572	$609K	0.04%	0	13F-HR Timeline
4WEALTH ADVISORS, INC.	589	$609K	0.47%	-17	13F-HR Timeline
Henderson Brothers Financial Partners, …	570	$607K	0.29%	-799	13F-HR Timeline
Madson Wealth Advisors Inc	570	$607K	0.41%	+45	13F-HR Timeline
KWB Wealth	570	$607K	0.05%	+21	13F-HR Timeline
QUANTUM FINANCIAL PARTNERS LLC	569	$606K	0.31%		13F-HR Timeline
Miller Financial Services LLC	569	$606K	0.49%	-374	13F-HR Timeline
Ninepoint Partners LP	568	$605K	0.05%	-268	13F-HR Timeline
Bay Harbor Wealth Management, LLC	567	$604K	0.14%	+518	13F-HR Timeline
BOOTHBAY FUND MANAGEMENT, LLC	566	$603K	0.01%	-9,963	13F-HR Timeline
Fortitude Family Office, LLC	566	$603K	0.12%	-26	13F-HR Timeline
Estate Planners Group, LLC	565	$602K	0.27%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	565	$602K	0.2%	-36	13F-HR Timeline
CPC Advisors, LLC	564	$601K	0.08%	0	13F-HR Timeline
TigerOak Management, L.L.C.	564	$601K	0.17%	0	13F-HR Timeline
Strategic Financial Services, Inc.	563	$600K	0.03%	0	13F-HR Timeline
Cloud Capital Management, LLC	563	$598K	0.22%	+4	13F-HR Timeline
Granite Harbor Advisors, Inc.	561	$597K	0.24%	-46	13F-HR Timeline
Ifrah Financial Services, Inc.	560	$597K	0.15%	-5	13F-HR Timeline
OMC Financial Services LTD	560	$596K	0.2%	-95	13F-HR Timeline
McKinney Capital Management, LLC	560	$596K	0.23%	+2	13F-HR Timeline
Tradewinds Capital Management, LLC	559	$596K	0.11%	+30	13F-HR Timeline
McMillan Office, Inc.	559	$595K	0.07%	0	13F-HR Timeline
LYNCH & ASSOCIATES/IN	558	$594K	0.1%	0	13F-HR Timeline
Simplify Asset Management Inc.	558	$594K	0.01%	-16	13F-HR Timeline
MOTIVE WEALTH ADVISORS	558	$594K	0.24%	-15	13F-HR Timeline
Dakota Community Bank & Trust NA	557	$593K	1.84%	-16	13F-HR Timeline
RHODES INVESTMENT ADVISORS INC /ADV	556	$592K	0.44%	new	13F-HR Timeline
IPG Investment Advisors LLC	556	$592K	0.09%	0	13F-HR Timeline
Greenline Wealth Management LLC	555	$591K	0.49%	+82	13F-HR Timeline
JLB & ASSOCIATES INC	555	$591K	0.08%	new	13F-HR Timeline
Beaird Harris Wealth Management, LLC	555	$591K	0.04%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	553	$589K	0.13%	+32	13F-HR Timeline
Blackston Financial Advisory Group, LLC	553	$589K	0.33%	+59	13F-HR Timeline
St. Louis Trust Co	1,952	$589K	0.07%	0	13F-HR Timeline
Tanager Wealth Management LLP	553	$589K	0.05%	+44	13F-HR Timeline
Mason & Associates Inc	553	$589K	0.1%	-15	13F-HR Timeline
Borer Denton & Associates, Inc.	553	$589K	0.19%	0	13F-HR Timeline
Accuvest Global Advisors	552	$588K	0.51%	new	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	552	$588K	0.05%	-20	13F-HR Timeline Group
Scott & Selber, Inc.	550	$586K	0.12%	0	13F-HR Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…	550	$586K	0.13%	0	13F-HR Timeline Group
North Forty Two & Co.	550	$586K	0.5%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	550	$586K	0.19%	+450	13F-HR Timeline
Optivise Advisory Services LLC	549	$585K	0.3%	-323	13F-HR Timeline
Oxinas Partners, LLC	549	$585K	0.23%	+16	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	549	$585K	0.04%	-49	13F-HR Timeline
Carson Advisory Inc.	548	$584K	0.27%	+6	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	548	$583K	0.13%	+30	13F-HR Timeline
Carbahal Olsen Financial Services Group…	546	$582K	0.4%	-82	13F-HR Timeline
Ipsen Advisor Group LLC	545	$580K	0.37%	-13	13F-HR Timeline
Addison Advisors LLC	543	$578K	0.27%	-1,460	13F-HR Timeline
WELLINGTON-ALTUS USA INC.	815	$577K	0.41%	-138	13F-HR Timeline
Halter Ferguson Financial Inc.	542	$577K	0.09%	-37	13F-HR Timeline
Prentice Wealth Management LLC	542	$577K	0.12%	-72	13F-HR Timeline
Princeton Global Asset Management LLC	541	$576K	0.08%	-98	13F-HR Timeline
ACORN CREEK CAPITAL LLC	541	$576K	0.19%	-14	13F-HR Timeline
Sound Financial Strategies Group, LLC	541	$576K	0.37%	-6	13F-HR Timeline
DOVER ADVISORS, LLC	1,005	$576K	0.24%	+208	13F-HR Timeline
Clarendon Private LLC	541	$576K	0.37%	+33	13F-HR Timeline
MN Wealth Advisors, LLC	540	$575K	0.24%	+62	13F-HR Timeline
NORTH DALLAS BANK & TRUST CO	540	$575K	0.34%	-43	13F-HR Timeline
Alpha Omega Wealth Management LLC	540	$575K	0.09%	-27	13F-HR Timeline
Objective Capital Management, LLC	540	$575K	0.51%	-112	13F-HR Timeline
Parvin Asset Management, LLC	540	$575K	0.46%	+40	13F-HR Timeline
Intelligence Driven Advisers, LLC	540	$575K	0.09%	+135	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	539	$574K	0.02%	0	13F-HR Timeline Group
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…	538	$573K	0.3%	-555	13F-HR Timeline Group
Innova Wealth Partners	538	$573K	0.24%	+3	13F-HR Timeline
Financial Insights, Inc.	537	$571K	0.15%	+8	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	536	$571K	0.07%	+88	13F-HR Timeline
Colonial River Investments, LLC	535	$570K	0.16%	-245	13F-HR Timeline
Onyx Bridge Wealth Group LLC	535	$570K	0.05%	+31	13F-HR Timeline
Ducere Wealth Management LLC	535	$570K	0.17%	+45	13F-HR Timeline
AMG Asset Management Group, Inc.	535	$570K	0.36%	+4	13F-HR Timeline
Aegis Wealth Management LLC	535	$570K	0.27%	new	13F-HR Timeline
Storen Legacy Partners, LLC	534	$569K	0.16%	+93	13F-HR Timeline
Fermata Advisors, LLC	534	$569K	0.12%	+60	13F-HR Timeline
National Philanthropic Trust	532	$567K	0.01%	+57	13F-HR Timeline
SAXON INTERESTS, INC.	531	$565K	0.16%	-114	13F-HR Timeline
9823 Capital, L.P.	531	$565K	0.38%	new	13F-HR Timeline
Miller Global Investments, LLC	531	$565K	0.47%	+298	13F-HR Timeline
ARVEST INVESTMENTS, INC.	530	$564K	0.07%	+7	13F-HR Timeline
IMG Wealth Management, Inc.	530	$564K	0.31%	+12	13F-HR Timeline
BridgePort Financial Solutions, LLC	527	$561K	0.14%	+3	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	527	$561K	0.32%	+9	13F-HR Timeline
VANCE WEALTH, LLC	525	$559K	0.13%	+116	13F-HR Timeline
MAIMON WEALTH MANAGEMENT LTD.	525	$559K	0.43%	+25	13F-HR Timeline
Integrity Financial Corp /WA	525	$559K	0.27%	0	13F-HR Timeline
Strategic Financial Partners, Ltd.	524	$559K	0.21%	+51	13F-HR Timeline
SHARPEPOINT LLC	523	$557K	0.28%	-12	13F-HR Timeline
Custos Family Office, LLC	523	$557K	0.33%	-14	13F-HR Timeline
ENTRUST FINANCIAL LLC	523	$557K	0.36%	-2	13F-HR Timeline
SGL Investment Advisors, Inc.	664	$556K	0.19%	-54	13F-HR Timeline
Cypress Point Wealth Management, LLC	522	$556K	0.11%	new	13F-HR Timeline
KWMG, LLC	521	$555K	0.04%	+20	13F-HR Timeline
Shakespeare Wealth Management, LLC	521	$555K	0.15%	+1	13F-HR Timeline
WealthPoint Financial, LLC	520	$554K	0.4%	-258	13F-HR Timeline
Chung Wu Investment Group, LLC	520	$554K	0.36%	0	13F-HR Timeline
Fielder Capital Group LLC	520	$553K	0.12%	+6	13F-HR Timeline
DECISION INVESTMENTS, INC	519	$553K	0.5%	+5	13F-HR Timeline
SAGE RHINO CAPITAL LLC	518	$552K	0.09%	-3	13F-HR Timeline
Advantage Trust Co	518	$552K	0.19%	+370	13F-HR Timeline
Cambridge Financial Group, LLC	517	$551K	0.17%	+7	13F-HR Timeline
Bond & Devick Financial Network, Inc.	517	$551K	0.14%	0	13F-HR Timeline
Brand Asset Management Group, Inc.	517	$551K	0.12%	+49	13F-HR Timeline
Mission Financial Group, LLC	515	$549K	0.46%		13F-HR Timeline
Kendall Capital Management	515	$548K	0.09%	-5	13F-HR Timeline
Round Rock Advisors LLC	515	$548K	0.07%	+15	13F-HR Timeline
BETO FINANCIAL GROUP, LLC	634	$548K	0.29%	+10	13F-HR Timeline
Great Waters Wealth Management	513	$546K	0.05%	+3	13F-HR Timeline
Cherry Tree Wealth Management, LLC	511	$544K	0.1%	-34	13F-HR Timeline
Element Wealth, LLC	510	$543K	0.2%	+5	13F-HR Timeline
Nvest Financial, LLC	508	$540K	0.17%	+1	13F-HR Timeline
SC&H Financial Advisors, Inc.	507	$540K	0.07%	0	13F-HR Timeline
Pinion Investment Advisors, LLC	507	$540K	0.1%	+21	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	506	$539K	0.15%	+52	13F-HR Timeline
Veery Capital, LLC	505	$538K	0.14%	-4	13F-HR Timeline
Sandro Wealth Management LLC	504	$537K	0.39%	+49	13F-HR Timeline
Fonville Wealth Management LLC	504	$537K	0.09%	+47	13F-HR Timeline
HF Advisory Group, LLC	503	$536K	0.17%	-55	13F-HR Timeline
Hudson Value Partners, LLC	503	$536K	0.13%	+3	13F-HR Timeline
EJMK Ventures LLC	502	$535K	0.24%	+45	13F-HR Timeline
UNITED BANK	502	$535K	0.06%	-48	13F-HR Timeline
Alliance Wealth Advisors, LLC	502	$534K	0.21%	+6	13F-HR Timeline
KEYVANTAGE WEALTH, LLC	501	$534K	0.2%	new	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	500	$532K	0.18%	0	13F-HR Timeline
Hartree Partners, LP	500	$532K	0.11%	-500	13F-HR Timeline
New Paradigm Capital Management, LLCin group New Paradigm Capital Manageme…	500	$532K	1.14%	-600	13F-HR Timeline Group
Jackson, Grant Investment Advisers, Inc.	500	$532K	0.17%	0	13F-HR Timeline