CAT CATERPILLAR INC

COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers: 2,855
13F filers: 2,904
New: 116
Added: 1,182
Reduced: 1,119
Sold out: 202
Shares held by filers: 330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Vermillion & White Wealth Management Gr…	43	$14.2K	0.01%	new	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	41	$13.4K	0.01%	+1	13F-HR Timeline
Game Plan Financial Advisors, LLC	40	$13.2K	0.01%	0	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	42	$13K	<0.01%	-1,223	13F-HR Timeline Group
MeadowBrook Investment Advisors LLC	39	$12.9K	0.01%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	39	$12.9K	<0.01%		13F-HR Timeline Group
Davis Capital Management	38	$12.5K	0.01%	new	13F-HR Timeline
Copia Wealth Management	38	$12.4K	0.01%	0	13F-HR Timeline
Fortis Group Advisors, LLC	37	$12.2K	<0.01%	0	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	37	$12.2K	0.04%	new	13F-HR Timeline
Prudent Man Investment Management, Inc.	33	$12K	0.01%	0	13F-HR Timeline
Noble Wealth Management PBC	36	$11.9K	0.01%	-50	13F-HR Timeline
GRAYBILL WEALTH MANAGEMENT, LTD.	36	$11.7K	<0.01%		13F-HR Timeline
Investment Research & Advisory Group, I…	35	$11.6K	<0.01%	0	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	35	$11.5K	0.01%	+3	13F-HR Timeline
Your Advocates Ltd., LLP	35	$11.5K	<0.01%	0	13F-HR Timeline
TFC Financial Management, Inc.	34	$11.3K	<0.01%	0	13F-HR Timeline
Breakwater Investment Management	30	$9.89K	<0.01%	0	13F-HR Timeline
WealthTrak Capital Management LLC	28	$9.23K	0.01%	+17	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	27	$8.9K	<0.01%	+16	13F-HR Timeline
Perritt Capital Management Inc	26	$8.57K	<0.01%	new	13F-HR Timeline
Rialto Wealth Management, LLC	26	$8.57K	<0.01%	+4	13F-HR Timeline
Winch Advisory Services, LLC	26	$8.49K	<0.01%	0	13F-HR Timeline
ABOUND FINANCIAL, LLC	25	$8.24K	<0.01%	new	13F-HR Timeline
VISION FINANCIAL MARKETS LLC	20	$6.62K	0.01%	new	13F-HR Timeline
Stone House Investment Management, LLC	20	$6.6K	<0.01%	new	13F-HR Timeline
Activest Wealth Management	20	$6.6K	<0.01%	+18	13F-HR Timeline
New Millennium Group LLC	20	$6.52K	<0.01%	0	13F-HR Timeline
Peterson Wealth Services	17	$5.61K	<0.01%	0	13F-HR Timeline
Red Tortoise LLC	17	$5.61K	<0.01%	0	13F-HR Timeline
WINNACLE WEALTH LLC	17	$5.42K	0.01%	+6	13F-HR Timeline
Parkworth Wealth Management, Inc.	16	$5.39K	<0.01%	0	13F-HR Timeline
Blume Capital Management, Inc.	16	$5.28K	<0.01%	+3	13F-HR Timeline
DecisionPoint Financial, LLC	15	$4.95K	<0.01%	0	13F-HR Timeline
JDM Financial Group LLC	14	$4.62K	<0.01%	0	13F-HR Timeline
Principia Wealth Advisory, LLC	15	$4.51K	<0.01%	+2	13F-HR Timeline
Holos Integrated Wealth LLC	13	$4.29K	<0.01%	0	13F-HR Timeline
American Capital Advisory, LLC	12	$4.05K	<0.01%	+6	13F-HR Timeline
PayPay Securities Corp	11	$3.78K	0.22%	-4	13F-HR Timeline
Bay Harbor Wealth Management, LLC	11	$3.63K	<0.01%	-249	13F-HR Timeline
Cornerstone National Bank & Trust Co	9	$2.97K	<0.01%	-6	13F-HR Timeline
DAGCO, INC.	8	$2.64K	<0.01%	new	13F-HR Timeline
Richard W. Paul & Associates, LLC	6	$1.98K	<0.01%	-1,041	13F-HR Timeline
Marquette Asset Management, LLC	5	$1.65K	<0.01%	new	13F-HR Timeline
POM Investment Strategies, LLC	5	$1.65K	<0.01%	0	13F-HR Timeline
WealthCollab, LLC	4	$1.32K	<0.01%	0	13F-HR Timeline
Redwood Park Advisors LLC	4	$1.32K	<0.01%	-200	13F-HR Timeline
HFM Investment Advisors, LLC	3	$990	<0.01%		13F-HR Timeline
Parallax Volatility Advisers, L.P.	3	$989	<0.01%	-98,598	13F-HR Timeline
Investors Research Corp	3	$989	<0.01%	0	13F-HR Timeline
Bare Financial Services, Inc	3	$989	<0.01%	new	13F-HR Timeline
HORIZON FINANCIAL SERVICES, LLC	1	$330	<0.01%	new	13F-HR/A Timeline
Nova Wealth Management, Inc.	1	$330	<0.01%	0	13F-HR/A Timeline
ROSS\JOHNSON & Associates LLC	1	$329	0.01%	new	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-5,921	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.