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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Alphadyne Asset Management LP256$99.4K0.3%new13F-HRTimeline
Cornerstone Planning Group LLC225$97.9K0.02%-20413F-HRTimeline
MTM Investment Management, LLC251$97.4K0.03%new13F-HRTimeline
St. Johns Investment Management Company…250$97.1K0.04%013F-HRTimeline
Horizons Wealth Management249$96.7K0.07%013F-HRTimeline
MOTCO220$96.4K0.01%-15413F-HRTimeline
Iron Horse Wealth Management, LLC247$95.9K0.03%+10113F-HRTimeline
Darwin Wealth Management, LLC246$95.7K0.03%-4313F-HRTimeline
Hughes Financial Services, LLC222$95K0.02%013F-HRTimeline
Kings Path Partners LLC237$92K0.04%013F-HRTimeline
Volterra Technologies LP235$91.2K0.12%13F-HRTimeline
WPG Advisers, LLC235$91.2K0.08%-1013F-HRTimeline
WOLFF WIESE MAGANA LLC234$90.8K0.06%013F-HRTimeline
Creative Capital Management Investments…228$88.5K0.03%013F-HRTimeline
Horrell Capital Management, Inc.226$87.7K0.04%013F-HRTimeline
Moser Wealth Advisors, LLC220$85.4K0.04%013F-HRTimeline
Clean Yield Group218$84.6K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.217$84.1K0.06%-613F-HRTimeline
Canton Hathaway, LLC217$84K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC215$83.4K0.06%+113F-HRTimeline
Centerpoint Advisors, LLC215$83K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp189$81.9K0.07%013F-HRTimeline
CHELSEA COUNSEL CO200$77.6K0.04%013F-HRTimeline
Evelyn Partners Investment Management (…200$77.6K0.03%-10013F-HR/ATimeline
Capital Advisors, Ltd. LLC199$77K0.01%-313F-HRTimeline
GODSEY & GIBB, INC193$74.9K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC192$74.6K0.02%+413F-HRTimeline
New England Capital Financial Advisors …189$73.5K0.03%013F-HRTimeline
TruNorth Capital Management, LLC189$73.4K0.02%-1513F-HRTimeline
Bruce G. Allen Investments, LLC187$72.6K0.06%-8413F-HRTimeline
Dunhill Financial, LLC184$71.7K0.02%-113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC180$69.9K0.03%013F-HRTimeline
Founders Capital Management180$69.9K0.04%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP211$69.6K0.03%13F-HRTimeline
Financial Management Professionals, Inc.175$67.9K0.01%-37513F-HRTimeline
Fortitude Family Office, LLC168$65.2K0.02%-64613F-HRTimeline
CGC Financial Services, LLC166$64.4K0.02%+4013F-HRTimeline
High Note Wealth, LLC162$62.9K0.01%-213F-HRTimeline
Sachetta, LLC159$61.7K0.02%-7513F-HRTimeline
Tacita Capital Inc159$61.7K0.04%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC152$59K0.03%013F-HRTimeline
Midwest Capital Advisors, LLC152$59K0.03%013F-HRTimeline
Private Wealth Management Group, LLC151$58.6K0.02%013F-HRTimeline
Silicon Valley Capital Partners150$58.1K0.01%+613F-HRTimeline
Quest 10 Wealth Builders, Inc.149$57.9K0.06%013F-HRTimeline
IMA Advisory Services, Inc.147$57.1K0.01%+213F-HRTimeline
RMG Wealth Management LLC136$56.5K0.01%13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…145$56.3K0.01%013F-HRTimeline
Bellwether Advisors, LLC140$54.3K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.137$53.2K0.01%+1313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$52.8K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.135$52.4K0.01%-213F-HRTimeline
SYNTAX RESEARCH, INC.135$52.4K0.04%013F-HRTimeline
Millstone Evans Group, LLC134$52K0.04%+1413F-HRTimeline
iA Global Asset Management Inc.135$52K<0.01%-15,34213F-HRTimeline
Banque de Luxembourg S.A.157$51.8K0.03%013F-HRTimeline
GoalVest Advisory LLC133$51.6K0.01%-11713F-HRTimeline
REDMONT WEALTH ADVISORS LLC129$50.1K0.07%+2913F-HRTimeline
Activest Wealth Management126$48.9K0.01%+10613F-HRTimeline
Park Place Capital Corp124$48.5K0.01%+4013F-HRTimeline
Robinswood Financial LLC124$48.1K0.02%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.123$47.8K0.02%-25213F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC121$47K0.06%+713F-HRTimeline
Pineridge Advisors LLC117$45.4K0.02%013F-HRTimeline
Whipplewood Advisors, LLC117$45.4K0.02%-31913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.115$45K0.03%+6013F-HRTimeline
MASECO LLP115$44.8K<0.01%13F-HRTimeline
Roble, Belko & Company, Inc111$43K0.01%013F-HRTimeline
Estabrook Capital Management110$42.7K0.01%-9013F-HRTimeline
Curat Global, LLC110$42.7K0.04%+1013F-HR/ATimeline
Innovative Advisory Group, LLC110$42.7K0.04%+6013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$41.3K0.02%013F-HRTimeline
Howard Hughes Medical Institute103$40K0.02%new13F-HRTimeline
West Financial Advisors, LLC103$40K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC103$39.9K0.02%+113F-HRTimeline
Northwest Capital Management Inc101$39.4K0.02%013F-HRTimeline
ALBION FINANCIAL GROUP /UT100$38.8K<0.01%013F-HRTimeline
Kimelman & Baird, LLC100$38.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$38.8K0.02%-17513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC99$38.4K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC98$38K<0.01%+4813F-HRTimeline
Total Wealth Planning & Management, Inc.10,200$37.9K0.03%new13F-HRTimeline
Retirement Wealth Solutions LLC97$37.5K0.03%+113F-HRTimeline
Nalls Sherbakoff Group, LLC96$37.3K0.03%-6113F-HRTimeline
Compass Financial Services Inc94$36.6K0.02%013F-HRTimeline
Evergreen Private Wealth LLC94$36.5K0.02%+1413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.92$35.7K0.03%-85013F-HRTimeline
Putney Financial Group LLC92$35.7K0.04%013F-HR/ATimeline
Cedar Mountain Advisors, LLC90$35.1K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…89$34.6K0.02%+4613F-HRTimeline
DB Fitzpatrick & Co, Inc88$34.2K0.03%013F-HRTimeline
SWAN Capital LLC88$34.2K0.01%+1513F-HRTimeline
Harbor Asset Planning, Inc.88$34K0.03%13F-HRTimeline
Ridgewood Investments LLC85$33K0.01%+1313F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC83$32.2K0.02%new13F-HRTimelineGroup
Family Legacy Financial Solutions, LLC81$31.8K0.03%13F-HRTimeline
Valued Wealth Advisors LLC76$29.7K0.02%-2413F-HRTimeline
Lowe Wealth Advisors, LLC76$29.5K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.75$29.1K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC75$29.1K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$28.9K<0.01%-1213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC73$28.3K0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.72$28K0.01%new13F-HRTimeline
Kilter Group LLC69$26.8K0.01%new13F-HRTimeline
Manitou Investment Management Ltd.65$25.2K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…65$25.2K0.01%013F-HRTimeline
Sagard Holdings Management Inc.61$23.7K0.07%13F-HRTimeline
Legacy Investment Solutions, LLC59$22.9K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…59$22.9K0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…59$22.9K0.01%013F-HRTimelineGroup
Inlight Wealth Management, LLC58$22.5K0.01%013F-HRTimeline
Essential Partners LLC57$22.1K0.01%13F-HRTimeline
Kathleen S. Wright Associates Inc.54$21K0.01%013F-HRTimeline
Dogwood Wealth Management LLC53$20.9K0.01%-1,86613F-HRTimeline
Front Row Advisors LLC51$19.8K0.01%013F-HRTimeline
Financial Avengers, Inc.50$19.4K0.01%013F-HRTimeline
West Oak Capital, LLC4,972$19.3K0.76%+4013F-HRTimeline
TFC Financial Management, Inc.47$18.3K<0.01%+1313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44$17.1K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.43$16.7K<0.01%-4813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$16.3K0.01%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…42$16K<0.01%013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC41$15.8K0.01%013F-HRTimeline
Aspect Partners, LLC39$15.1K0.01%-2613F-HRTimeline
Copia Wealth Management38$14.7K0.01%013F-HRTimeline
Fortis Group Advisors, LLC37$14.4K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.37$14.4K0.04%013F-HRTimeline
Accent Capital Management, LLC37$14.4K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…35$13.7K0.01%013F-HRTimeline
Rialto Wealth Management, LLC35$13.6K<0.01%+913F-HRTimeline
Your Advocates Ltd., LLP35$13.6K<0.01%013F-HRTimeline
Stone House Investment Management, LLC34$13.2K<0.01%+1413F-HRTimeline
STEPH & CO32$12.4K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.31$12K<0.01%+1513F-HRTimeline
JDM Financial Group LLC31$12K0.01%+1713F-HRTimeline
WealthTrak Capital Management LLC31$12K0.01%+313F-HRTimeline
Prudent Man Investment Management, Inc.33$12K0.01%013F-HRTimeline
Breakwater Investment Management30$11.6K<0.01%013F-HRTimeline
Perritt Capital Management Inc26$10.1K0.01%013F-HR/ATimeline
ICON ADVISERS INC/CO25$9.71K<0.01%new13F-HRTimeline
Bare Financial Services, Inc25$9.71K<0.01%+2213F-HRTimeline
Parkworth Wealth Management, Inc.24$9.47K0.01%+813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC24$9.38K<0.01%-4413F-HRTimeline
Principia Wealth Advisory, LLC22$8.54K0.01%+713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22$8.54K<0.01%-513F-HRTimeline
VISION FINANCIAL MARKETS LLC21$7.83K0.01%+113F-HRTimeline
DecisionPoint Financial, LLC20$7.82K<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC20$7.76K<0.01%+913F-HRTimeline
Game Plan Financial Advisors, LLC20$7.76K<0.01%-2013F-HRTimeline
New Millennium Group LLC20$7.71K<0.01%013F-HRTimeline
Peterson Wealth Services17$6.6K<0.01%013F-HRTimeline
Red Tortoise LLC17$6.6K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.17$6.6K0.01%13F-HRTimeline
American Capital Advisory, LLC14$5.55K<0.01%+213F-HRTimeline
Holos Integrated Wealth LLC13$5.42K<0.01%013F-HRTimeline
PayPay Securities Corp11$4.27K0.21%013F-HRTimeline
HFM Investment Advisors, LLC11$4.27K<0.01%+813F-HRTimeline
S&T Bank/PA10$3.88K<0.01%new13F-HRTimeline
Cornerstone National Bank & Trust Co9$3.49K<0.01%013F-HRTimeline
DAGCO, INC.8$3.11K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC6$2.33K<0.01%013F-HRTimeline
Accordant Advisory Group Inc6$2.33K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.6$2.33K<0.01%+513F-HRTimeline
WINNACLE WEALTH LLC6$2.33K<0.01%-1113F-HRTimeline
Marquette Asset Management, LLC5$1.94K<0.01%013F-HRTimeline
LGT Financial Advisors LLC4$1.55K<0.01%new13F-HRTimeline
WealthCollab, LLC4$1.55K<0.01%013F-HRTimeline
Redwood Park Advisors LLC4$1.55K<0.01%013F-HRTimeline
Battery Global Advisors, LLC3$1.17K<0.01%new13F-HRTimeline
Investors Research Corp3$1.17K<0.01%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$871<0.01%-10,51813F-HR/ATimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2$776<0.01%13F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP2$776<0.01%-19,40013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC2$776<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1$388<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$3880.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Soundwatch Capital LLC429,033$436Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
BROADWATER CAPITAL MANAGEMENT LLC77,642$77.6K+77,44213F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.