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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers
3,102
13F filers
3,151
New
266
Added
1,149
Reduced
1,200
Sold out
121
Shares held by filers
333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Brown Financial Advisory456$218K0.11%new13F-HRTimeline
Walker Asset Management, LLC456$217K0.12%new13F-HRTimeline
Schaeffer Financial LLC456$217K0.2%new13F-HRTimeline
Tactive Advisors, LLC456$217K0.06%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC455$217K0.15%new13F-HRTimeline
Semus Wealth Partners LLC454$217K0.12%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC453$216K0.08%new13F-HRTimeline
Advyzon Investment Management, LLC453$216K0.04%new13F-HRTimeline
IAG Wealth Partners, LLC453$216K0.03%-913F-HRTimeline
FreeGulliver LLC453$216K0.1%new13F-HRTimeline
Sagace Wealth Management LLC451$215K0.15%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…451$215K0.03%new13F-HRTimeline
Schwallier Wealth Management LLC450$215K0.13%new13F-HRTimeline
Western Pacific Wealth Management, LP450$215K0.21%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC449$214K0.06%new13F-HRTimeline
AllSquare Wealth Management LLC448$214K0.11%013F-HRTimeline
Mach-1 Financial Group, LLC447$213K0.03%new13F-HRTimeline
Integrity Advisory Solutions, LLC447$213K0.03%13F-HRTimeline
Veery Capital, LLC447$213K0.07%new13F-HRTimeline
Fortis Capital Management LLC446$213K0.03%new13F-HRTimeline
Piscataqua Savings Bank446$213K0.17%-14013F-HRTimeline
Summit Wealth Group, LLC445$212K0.05%-36713F-HRTimeline
Cherry Tree Wealth Management, LLC445$212K0.05%013F-HRTimeline
LeClair Wealth Partners LLC445$212K0.13%new13F-HRTimeline
Abound Wealth Management445$212K0.05%+4513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments443$212K0.01%new13F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.444$212K0.09%new13F-HRTimeline
Woodward Financial Advisors, Inc.444$212K0.08%new13F-HRTimeline
FIDELITY D & D BANCORP INC443$211K0.12%new13F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD443$211K<0.01%new13F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC443$211K0.2%new13F-HRTimeline
GK Wealth Management LLC443$211K0.16%-17813F-HRTimeline
Fractal Investments LLC442$211K0.03%-1,05813F-HRTimeline
Defined Financial Planning LLC420$211K0.17%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC425$211K0.15%new13F-HRTimeline
Eisler Capital Management Ltd.501$210K<0.01%-4,79813F-HRTimeline
KIRR MARBACH & CO LLC /IN/440$210K0.04%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC440$210K0.07%new13F-HRTimeline
Encompass More Asset Management440$210K0.04%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC436$210K0.03%new13F-HRTimeline
Duncan Williams Asset Management, LLC438$209K0.06%new13F-HRTimeline
Verity & Verity, LLC438$209K0.02%-21713F-HRTimeline
Peck Wealth Management, LLC437$209K0.2%13F-HRTimeline
Tandem Investment Advisors, Inc.436$208K0.01%new13F-HRTimeline
Pine Harbor Wealth Management, LLC435$208K0.07%new13F-HRTimeline
Echo45 Advisors LLC435$208K0.12%new13F-HRTimeline
Moody Aldrich Partners LLC435$208K0.04%new13F-HRTimeline
DDFG, Inc435$208K0.05%new13F-HRTimeline
Brand Asset Management Group, Inc.434$207K0.06%new13F-HRTimeline
Catalyst Capital Advisors LLC434$207K<0.01%-47313F-HRTimeline
Humankind Investments LLC434$207K0.05%new13F-HRTimeline
KWB Wealth532$207K0.02%-8813F-HRTimeline
GGM Financial LLC431$206K0.1%new13F-HRTimeline
Shulman DeMeo Asset Management LLC431$206K0.05%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV431$206K0.04%013F-HRTimeline
Hoxton Planning & Management, LLC430$205K0.07%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC429$205K0.07%new13F-HRTimeline
American Investment Services, Inc.428$204K0.05%new13F-HRTimeline
Bond & Devick Financial Network, Inc.428$204K0.06%new13F-HRTimeline
Richard P Slaughter Associates Inc427$204K0.04%new13F-HRTimeline
McIlrath & Eck, LLC427$204K0.02%-37113F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC426$203K0.14%-20013F-HR/ATimeline
OBERWEIS ASSET MANAGEMENT INC/426$203K0.01%new13F-HRTimeline
CORNERSTONE ENTERPRISES, LLC425$203K0.1%new13F-HRTimeline
Hopwood Financial Services, Inc.424$202K0.14%013F-HRTimeline
Successful Portfolios LLC424$202K0.12%new13F-HRTimeline
tru Independence LLC423$202K0.05%new13F-HRTimeline
TL Private Wealth400$202K0.08%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC423$202K0.06%new13F-HRTimeline
West Branch Capital LLC421$201K0.05%013F-HRTimeline
ForthRight Wealth Management, LLC421$201K0.06%new13F-HRTimeline
Magnolia Private Wealth, LLC421$201K0.15%new13F-HRTimeline
Helium Advisors LLC420$201K0.17%-35613F-HRTimeline
CapWealth Advisors, LLC420$200K0.01%new13F-HR/ATimeline
BROOKS, MOORE & ASSOCIATES, INC.420$200K0.1%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.419$200K0.02%new13F-HRTimeline
Avion Wealth418$199K0.04%+10413F-HRTimeline
Binnacle Investments Inc416$198K0.12%+513F-HRTimeline
GW&K Investment Management, LLC416$198K<0.01%+1613F-HRTimeline
Ulland Investment Advisors, LLC415$198K0.15%013F-HRTimeline
Financial Freedom, LLC410$196K0.1%013F-HRTimeline
DUNCKER STREETT & CO INC410$196K0.03%+2613F-HRTimeline
VSM Wealth Advisory, LLC403$192K0.06%-69913F-HRTimeline
Trust Co400$191K0.02%-27113F-HRTimeline
North Ridge Wealth Advisors, Inc.400$191K0.11%013F-HRTimeline
BIRCHBROOK, INC.400$191K0.1%013F-HRTimeline
HOEY INVESTMENTS, INC393$188K0.03%013F-HRTimeline
Vinland Capital Management Gestora de R…389$186K2.39%new13F-HRTimeline
USA FINANCIAL FORMULAS387$185K0.03%-7313F-HRTimeline
Bear Mountain Capital, Inc.346$182K0.06%+113F-HRTimeline
Cornerstone Planning Group LLC310$181K0.03%+8513F-HRTimeline
Avalon Trust Co379$181K0.01%-4213F-HRTimeline
Tradewinds Capital Management, LLC377$180K0.04%+813F-HRTimeline
Clark Wealth Partners312$179K0.11%+1913F-HRTimeline
Bell Investment Advisors, Inc366$175K0.03%-213F-HRTimeline
Cetera Trust Company, N.A359$171K0.1%-1,83913F-HRTimeline
Quaker Wealth Management, LLC354$169K0.05%013F-HRTimeline
HighMark Wealth Management LLC354$169K0.07%+113F-HRTimeline
Glass Jacobson Investment Advisors llc351$167K0.06%013F-HRTimeline
Center for Financial Planning, Inc.350$167K0.02%013F-HRTimeline
Coston, McIsaac & Partners347$166K0.04%+4313F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.344$164K0.1%new13F-HRTimeline
Ameliora Wealth Management Ltd.342$163K0.05%013F-HRTimeline
Hurley Capital, LLC336$160K0.09%+7813F-HRTimeline
Turning Point Benefit Group, Inc.332$160K0.1%new13F-HRTimeline
Bank of New Hampshire333$159K0.04%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC332$158K0.11%013F-HRTimeline
Global Wealth Strategies & Associates331$158K0.04%+3313F-HRTimeline
Grey Fox Wealth Advisors, LLC312$149K0.03%new13F-HRTimeline
Graney & King, LLC307$146K0.1%-413F-HRTimeline
Winthrop Capital Management, LLC304$145K0.04%013F-HRTimeline
New Millennium Group LLC294$140K0.06%+27413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC292$139K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC290$138K0.04%-2113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC290$137K<0.01%-16,98713F-HRTimelineGroup
Dunhill Financial, LLC285$136K0.04%+10113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/283$135K0.05%013F-HRTimelineGroup
Catherine Avery Investment Management L…283$135K0.09%-513F-HRTimeline
Clean Yield Group278$133K0.04%+6013F-HRTimeline
WPG Advisers, LLC276$132K0.1%+4113F-HRTimeline
WOLFF WIESE MAGANA LLC269$128K0.07%+3513F-HRTimeline
BARRETT & COMPANY, INC.268$128K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC268$128K0.08%-1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Winch Advisory Services, LLC267$127K0.03%013F-HRTimeline
Hughes Financial Services, LLC223$127K0.02%+113F-HRTimeline
Tower View Wealth Management LLC265$126K0.07%013F-HRTimeline
Delos Wealth Advisors, LLC257$123K0.08%013F-HRTimeline
TSFG, LLC254$121K0.02%-2513F-HRTimeline
Fairscale Capital, LLC253$121K0.08%013F-HRTimeline
MTM Investment Management, LLC251$120K0.04%013F-HRTimeline
FSA Wealth Management LLC250$119K0.04%-10013F-HRTimeline
St. Johns Investment Management Company…250$119K0.05%013F-HRTimeline
Horizons Wealth Management249$119K0.08%013F-HRTimeline
Darwin Wealth Management, LLC247$118K0.04%+113F-HRTimeline
BFSG, LLC245$117K0.01%-4513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.243$116K<0.01%new13F-HRTimelineGroup
Clayton Financial Group LLC240$115K0.08%new13F-HRTimeline
JNBA Financial Advisors239$114K0.01%-10013F-HRTimeline
Kings Path Partners LLC237$113K0.04%013F-HRTimeline
Pathway Financial Advisers, LLC234$111K0.03%new13F-HRTimeline
Financial Life Planners230$110K0.07%new13F-HRTimeline
Sachetta, LLC229$109K0.04%+7013F-HRTimeline
Creative Capital Management Investments…228$109K0.03%013F-HRTimeline
Horrell Capital Management, Inc.226$108K0.05%013F-HRTimeline
KERR FINANCIAL PLANNING Corp193$108K0.15%13F-HR/ATimeline
KELLEHER FINANCIAL ADVISORS225$107K0.03%-83113F-HRTimeline
MOTCO220$105K0.01%013F-HRTimeline
GODSEY & GIBB, INC218$104K0.01%+2513F-HRTimeline
Canton Hathaway, LLC217$104K0.02%013F-HRTimeline
Covestor Ltd217$104K0.06%-22513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.218$104K0.07%+113F-HRTimeline
Centerpoint Advisors, LLC215$103K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC216$103K0.07%+113F-HRTimeline
CHELSEA COUNSEL CO200$95.4K0.04%013F-HRTimeline
Evelyn Partners Investment Management (…200$95.4K0.03%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$95.4K0.07%-77,44213F-HR/ATimeline
Capital Advisors, Ltd. LLC199$95K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC198$94.5K0.07%+1113F-HRTimeline
Murphy & Mullick Capital Management Corp189$92.1K0.07%013F-HRTimeline
Silicon Valley Capital Partners191$91.3K0.01%+4113F-HRTimeline
New England Capital Financial Advisors …189$90.3K0.04%013F-HRTimeline
TruNorth Capital Management, LLC189$90.2K0.02%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC188$89.8K0.03%-413F-HRTimeline
Abich Financial Wealth Management LLC184$87.8K0.03%13F-HRTimeline
Founders Capital Management180$85.9K0.05%013F-HRTimeline
Activest Wealth Management177$84.5K0.02%+5113F-HRTimeline
Financial Management Professionals, Inc.172$82.1K0.01%-313F-HRTimeline
Strategic Investment Solutions, Inc. /IL168$80.2K0.02%-31813F-HRTimeline
CGC Financial Services, LLC166$79.2K0.02%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC165$78.7K0.04%-1513F-HRTimeline
High Note Wealth, LLC164$78.3K0.02%+213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.161$76.8K0.05%+4613F-HRTimeline
Tacita Capital Inc159$75.9K0.05%013F-HRTimeline
Quest 10 Wealth Builders, Inc.158$75.4K0.07%+913F-HRTimeline
Banque de Luxembourg S.A.158$75.4K0.04%+113F-HRTimeline
Midwest Capital Advisors, LLC153$72.8K0.04%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC152$72.5K0.03%013F-HRTimeline
Private Wealth Management Group, LLC149$71.1K0.02%-213F-HRTimeline
IMA Advisory Services, Inc.148$70.6K0.01%+113F-HRTimeline
RMG Wealth Management LLC136$69.9K0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…145$69.2K0.01%013F-HRTimeline
Guerra Advisors Inc142$67.8K0.03%new13F-HRTimeline
Strive Asset Management, LLC138$65.8K0.04%new13F-HR/ATimeline
Cape Investment Advisory, Inc.137$65.4K0.06%-31513F-HRTimeline
Roble, Belko & Company, Inc137$65K0.01%+2613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$64.9K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.135$64.4K0.04%013F-HRTimeline
Millstone Evans Group, LLC134$63.9K0.04%013F-HRTimeline
GoalVest Advisory LLC133$63.5K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC130$62.1K0.02%+2713F-HR/ATimeline
REDMONT WEALTH ADVISORS LLC129$61.6K0.09%013F-HRTimeline
Park Place Capital Corp124$59.2K0.01%013F-HRTimeline
Robinswood Financial LLC124$59.2K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC122$58.4K<0.01%+4813F-HRTimeline
Pineridge Advisors LLC117$55.8K0.02%013F-HRTimeline
Essential Partners LLC114$54.4K0.02%+5713F-HRTimeline
Curat Global, LLC110$52.5K0.05%013F-HRTimeline
Innovative Advisory Group, LLC110$52.5K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC107$51.1K<0.01%+913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$50.7K0.02%013F-HRTimeline