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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Moser Wealth Advisors, LLC220$79.8K0.04%013F-HRTimeline
Abound Wealth Management219$79.4K0.03%+713F-HRTimeline
Comprehensive Financial Planning, Inc./…218$79.3K0.07%13F-HRTimeline
Clean Yield Group218$79.1K0.03%-3313F-HRTimeline
Canton Hathaway, LLC217$79K0.02%013F-HRTimeline
Centerpoint Advisors, LLC215$78K0.03%-12513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.215$77.7K0.05%13F-HRTimeline
Atlantic Private Wealth, LLC213$77.3K0.06%+113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP212$76.8K0.02%-313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC211$76.6K0.03%+18713F-HRTimeline
REAP Financial Group, LLC210$76.3K0.02%-2513F-HRTimeline
Dunhill Financial, LLC205$74.5K0.03%+3613F-HRTimeline
Redwood Park Advisors LLC204$74K0.06%13F-HRTimeline
Capital Advisors, Ltd. LLC200$73K0.01%+113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC200$72.6K0.03%013F-HRTimeline
CHELSEA COUNSEL CO200$72.6K0.04%013F-HRTimeline
Estabrook Capital Management200$72.6K0.01%013F-HRTimeline
KIECKHEFER GROUP LLC200$72.6K0.04%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$72.6K0.06%013F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC196$71.1K<0.01%+9613F-HRTimelineGroup
GODSEY & GIBB, INC193$70K0.01%-41213F-HRTimeline
WOLFF WIESE MAGANA LLC191$69.3K0.05%013F-HRTimeline
WPG Advisers, LLC191$69.3K0.06%13F-HRTimeline
New England Capital Financial Advisors …189$68.6K0.03%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd189$68.6K<0.01%+7913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Capital A Wealth Management, LLC186$67.6K0.11%13F-HRTimeline
Rakuten Securities, Inc.184$66.7K0.03%+3113F-HRTimeline
Quest 10 Wealth Builders, Inc.181$65.7K0.07%13F-HRTimeline
HBC Financial Services, PLLC168$61K0.04%013F-HRTimeline
Pineridge Advisors LLC168$60.9K0.02%+5113F-HRTimeline
High Note Wealth, LLC164$59.5K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp164$59.5K0.05%13F-HRTimeline
WFA Asset Management Corp160$58.2K0.03%-513F-HRTimeline
Tacita Capital Inc159$57.7K0.04%-10013F-HRTimeline
Compass Wealth Management LLC159$57.7K0.01%013F-HRTimeline
Banque de Luxembourg S.A.157$57.2K0.03%13F-HRTimeline
Hoese & Co LLP157$57K0.05%new13F-HRTimeline
Midwest Capital Advisors, LLC152$55.1K0.04%13F-HRTimeline
Private Wealth Management Group, LLC151$54.8K0.02%-913F-HRTimeline
Iron Horse Wealth Management, LLC146$53K0.02%+1013F-HRTimeline
TruNorth Capital Management, LLC145$52.6K0.01%013F-HRTimeline
Silicon Valley Capital Partners144$52.1K0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC142$51.5K0.03%+1013F-HRTimeline
Bellwether Advisors, LLC140$50.8K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC139$50.5K0.03%-17313F-HRTimeline
SYNTAX RESEARCH, INC.138$50.1K0.04%013F-HRTimeline
Headlands Technologies LLC138$50.1K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.137$49.7K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$49.3K0.01%013F-HRTimeline
Lavaca Capital LLC127$46.1K0.02%new13F-HRTimeline
CGC Financial Services, LLC126$45.7K0.02%013F-HRTimeline
Riggs Asset Managment Co. Inc.125$45.4K0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC123$44.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC120$43.5K0.03%13F-HRTimeline
Trivant Custom Portfolio Group, LLC115$41.7K0.02%+6513F-HRTimeline
Park Place Capital Corp113$41K0.01%013F-HRTimeline
Mattson Financial Services, LLC100$39.1K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$38.6K0.02%013F-HRTimeline
West Financial Advisors, LLC103$37.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC102$37K0.02%013F-HRTimeline
Northwest Capital Management Inc101$36.8K0.02%013F-HRTimeline
ALBION FINANCIAL GROUP /UT100$36.3K<0.01%+7713F-HRTimeline
Kimelman & Baird, LLC100$36.3K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC100$36.3K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC100$36.3K0.07%-52913F-HRTimeline
Fairscale Capital, LLC99$35.9K0.03%013F-HRTimeline
Whipplewood Advisors, LLC99$35.9K0.02%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC99$35.9K0.03%13F-HRTimeline
Quarry LP97$35.2K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC95$34.6K0.01%-1313F-HRTimeline
Retirement Wealth Solutions LLC96$33.8K0.03%13F-HRTimeline
Lowe Wealth Advisors, LLC92$33.4K0.01%+1613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.91$33K<0.01%-7113F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV91$32.9K0.03%13F-HRTimeline
DB Fitzpatrick & Co, Inc88$31.9K0.03%013F-HRTimeline
Noble Wealth Management PBC86$31.2K0.02%13F-HRTimeline
Evergreen Private Wealth LLC80$29K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.75$27.2K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC75$27.2K0.01%013F-HRTimeline
Cyrus J. Lawrence, LLC75$27K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$27K<0.01%new13F-HR/ATimeline
Aspect Partners, LLC74$26.8K0.02%+813F-HRTimeline
Talon Private Wealth, LLC74$26.8K0.01%-1513F-HR/ATimeline
SWAN Capital LLC73$26.5K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC73$26.5K0.02%13F-HRTimeline
TD Capital Management LLC70$25.4K<0.01%+313F-HRTimeline
Belmont Capital, LLC70$25.4K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC65$24K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…65$23.6K0.01%013F-HRTimeline
Manitou Investment Management Ltd.65$23.6K<0.01%013F-HRTimeline
Compass Financial Services Inc63$22.8K0.01%13F-HRTimeline
Grayhawk Investment Strategies Inc.61$22.1K0.04%013F-HRTimeline
Legacy Investment Solutions, LLC59$21.5K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…59$21.5K0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…59$21.4K0.01%+3313F-HRTimelineGroup
Kathleen S. Wright Associates Inc.54$19.6K0.01%013F-HRTimeline
West Oak Capital, LLC5,202$18.9K0.67%-6513F-HR/ATimeline
Front Row Advisors LLC51$18.5K0.01%013F-HRTimeline
Financial Avengers, Inc.50$18.1K0.01%013F-HRTimeline
Innovative Advisory Group, LLC50$18.1K0.02%13F-HRTimeline
Decker Retirement Planning Inc.49$17.8K0.01%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.46$16.7K<0.01%-413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44$16K<0.01%-813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$15.2K0.01%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC40$14.7K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC40$14.5K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.40$14.5K0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC39$14.1K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …39$14.1K<0.01%013F-HRTimelineGroup
Copia Wealth Management38$13.7K0.01%13F-HRTimeline
Fortis Group Advisors, LLC37$13.4K<0.01%013F-HRTimeline
LAM GROUP, INC.37$13.4K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…35$12.8K0.01%013F-HRTimeline
Your Advocates Ltd., LLP35$12.7K0.01%-16513F-HRTimeline
TFC Financial Management, Inc.34$12.4K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.33$12K0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC32$11.6K0.01%013F-HRTimeline
Bayforest Capital Ltd32$11.6K0.01%13F-HRTimeline
Breakwater Investment Management30$10.9K<0.01%013F-HR/ATimeline
Aster Capital Management (DIFC) Ltd30$10.9K<0.01%-5,36713F-HRTimeline
STANCE CAPITAL LLC30$10.9K0.01%13F-HRTimeline
FLP Wealth Management, LLC30$10.7K0.03%13F-HRTimeline
Winch Advisory Services, LLC26$9.3K<0.01%013F-HRTimeline
ICON ADVISERS INC/CO25$9.07K<0.01%new13F-HRTimeline
RE Dickinson Investment Advisors, LLC2,467$8.95K0.5%013F-HR/ATimeline
Rialto Wealth Management, LLC22$7.98K<0.01%13F-HRTimeline
New Millennium Group LLC20$7.14K<0.01%013F-HRTimeline
Peterson Wealth Services17$6.17K<0.01%013F-HRTimeline
Red Tortoise LLC17$6.17K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.16$5.92K<0.01%13F-HRTimeline
DecisionPoint Financial, LLC15$5.44K<0.01%-1013F-HRTimeline
PayPay Securities Corp15$5.44K0.24%+313F-HRTimeline
Cornerstone National Bank & Trust Co15$5.44K<0.01%013F-HRTimeline
JDM Financial Group LLC14$5.08K<0.01%-613F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC15$5K<0.01%013F-HRTimeline
Blume Capital Management, Inc.13$4.72K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC13$4.72K<0.01%13F-HRTimeline
Holos Integrated Wealth LLC13$4.72K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC11$3.99K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…11$3.99K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC11$3.93K<0.01%13F-HRTimeline
Altshuler Shaham Ltd10$3.63K<0.01%-4,50113F-HRTimeline
Ridgewood Investments LLC10$3.63K<0.01%new13F-HRTimeline
American Capital Advisory, LLC6$2.27K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.6$2.23K0.2%-6,50613F-HRTimeline
Painted Porch Advisors LLC6$2.18K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC5$1.81K<0.01%013F-HRTimeline
WealthCollab, LLC4$1.45K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.4$1.45K<0.01%013F-HRTimeline
Investors Research Corp3$1.09K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC3$1.09K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$735<0.01%13F-HRTimelineGroup
Activest Wealth Management2$726<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.1$363<0.01%13F-HRTimeline
Members Trust Co11,393$4.13B-7513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC1,182$429Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.