CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers: 3,485
13F filers: 3,543
New: 280
Added: 1,229
Reduced: 1,305
Sold out: 94
Shares held by filers: 330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Bedminster, LLC	600	$344K	0.32%		13F-HR Timeline
YCG, LLC	596	$341K	0.03%	new	13F-HR Timeline
Solidarity Wealth, LLC	596	$341K	0.07%	-48	13F-HR Timeline
UNIQUE WEALTH, LLC	596	$341K	0.05%	+24	13F-HR Timeline
MORTON COMMUNITY BANK	519	$341K	0.07%	-3,833	13F-HR Timeline
Morton Capital Management LLC/CA	595	$341K	0.05%	+8	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	595	$341K	0.27%	-175	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	595	$341K	0.13%	0	13F-HR Timeline
Diversified Portfolios, Inc.	593	$340K	0.03%	+56	13F-HR Timeline
EdgeRock Capital LLC	592	$340K	0.09%	+45	13F-HR Timeline
Activest Wealth Management	592	$339K	0.06%	+415	13F-HR Timeline
Sunburst Financial Group, LLC	591	$339K	0.07%	+100	13F-HR Timeline
Hilltop Partners LLC	591	$338K	0.09%	+17	13F-HR Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…	590	$338K	0.09%	0	13F-HR Timeline
Main Street Group, LTD	590	$338K	0.12%	+26	13F-HR Timeline
Value Investment Professionals, LLC	588	$337K	0.35%		13F-HR Timeline
Plan A Wealth LLC	588	$337K	0.16%	-46	13F-HR Timeline
Panoramic Capital Partners, LLC	588	$337K	0.21%	+4	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	587	$336K	0.08%	+58	13F-HR Timeline
Colorado Capital Management, Inc.	587	$336K	0.13%	0	13F-HR Timeline
DKM Wealth Management, Inc.	585	$335K	0.25%	0	13F-HR Timeline
Aspen Capital Management, LLC	584	$335K	0.08%	0	13F-HR Timeline
SAGE ADVISORS, LLC	584	$334K	0.22%	new	13F-HR Timeline
Nova R Wealth, Inc.	583	$334K	0.12%	new	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	583	$334K	0.04%	0	13F-HR Timeline
Aviance Capital Partners, LLC	583	$334K	0.04%	0	13F-HR Timeline
Ifrah Financial Services, Inc.	583	$334K	0.09%	-25	13F-HR Timeline
Objective Capital Management, LLC	582	$333K	0.34%	0	13F-HR Timeline
Lexington Hill Partners, LLC	580	$332K	0.25%		13F-HR Timeline
Symmetry Partners, LLC	579	$332K	0.02%	+59	13F-HR Timeline
OAK ASSOCIATES LTD /OH/	579	$332K	0.02%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	579	$332K	0.1%	0	13F-HR Timeline
Halter Ferguson Financial Inc.	579	$332K	0.07%	+78	13F-HR/A Timeline
Cerro Pacific Wealth Advisors LLC	577	$331K	0.09%	-1	13F-HR Timeline
LifeGoal Investments, LLC	577	$331K	0.22%	new	13F-HR Timeline
Golden Reserve Retirement LLC	577	$330K	0.06%	new	13F-HR Timeline
Caerus Investment Advisors, LLC	576	$330K	0.11%	new	13F-HR Timeline
Capital Asset Managemnet, LLC	576	$330K	0.37%		13F-HR Timeline
Orion Investment Co	575	$329K	0.1%	0	13F-HR Timeline
Pacific Center for Financial Services	690	$329K	0.08%	0	13F-HR Timeline
Ipsen Advisor Group LLC	575	$329K	0.23%	-91	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	573	$328K	0.06%	+142	13F-HR Timeline
CoreFirst Bank & Trust	573	$328K	0.18%	-538	13F-HR Timeline
TradeWell Securities, LLC.	572	$328K	0.13%	+1	13F-HR Timeline
PharVision Advisers, LLC	572	$328K	0.17%	new	13F-HR Timeline
BLALOCK WILLIAMS, LLC	572	$328K	0.26%	+38	13F-HR Timeline
NFSG Corp	572	$328K	0.05%	-100	13F-HR Timeline
RENASANT BANK	570	$327K	0.22%	-25	13F-HR Timeline
MOTIVE WEALTH ADVISORS	570	$327K	0.14%	-1	13F-HR Timeline
ACORN CREEK CAPITAL LLC	569	$326K	0.12%	+38	13F-HR Timeline
Cloud Capital Management, LLC	570	$326K	0.15%	+24	13F-HR Timeline
Estate Planners Group, LLC	568	$325K	0.14%		13F-HR Timeline
Alpha Omega Wealth Management LLC	568	$325K	0.05%	-32	13F-HR Timeline
Signet Private Wealth LLC	567	$325K	0.31%		13F-HR Timeline
Asio Capital, LLC	566	$324K	0.05%	+41	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	500	$323K	0.08%	0	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	564	$323K	0.09%	+8	13F-HR Timeline
Stephens Consulting, LLC	564	$323K	0.1%	+89	13F-HR Timeline
TigerOak Management, L.L.C.	564	$323K	0.1%	-42	13F-HR Timeline
Alternative Investment Advisors, LLC.	562	$323K	0.14%	-2	13F-HR Timeline
Carson Advisory Inc.	563	$323K	0.17%	+25	13F-HR Timeline
Altus Wealth Group LLC	563	$322K	0.13%	0	13F-HR Timeline
Successful Portfolios LLC	521	$322K	0.16%	+97	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	561	$321K	0.21%	0	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	560	$321K	0.06%	0	13F-HR Timeline
E6 Portfolios, LLC	560	$321K	0.37%		13F-HR Timeline
Mason & Associates Inc	559	$320K	0.06%	+18	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	558	$320K	0.04%	+60	13F-HR Timeline
LYNCH & ASSOCIATES/IN	558	$320K	0.06%	-150	13F-HR Timeline
Independent Solutions Wealth Management…	558	$320K	0.06%	-2	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	557	$319K	0.05%	new	13F-HR Timeline Group
IPG Investment Advisors LLC	556	$319K	0.06%	-25	13F-HR Timeline
McMillan Office, Inc.	556	$319K	0.04%		13F-HR Timeline
First Bank & Trust	555	$318K	0.05%	+41	13F-HR Timeline
Borer Denton & Associates, Inc.	553	$317K	0.11%	0	13F-HR Timeline
Claro Advisors Inc.	552	$316K	0.04%	+34	13F-HR Timeline
Octavia Wealth Advisors, LLC	556	$316K	0.03%	-219	13F-HR Timeline
One Day In July LLC	551	$316K	0.03%	0	13F-HR Timeline
GARDNER RUSSO & QUINN LLC	550	$315K	<0.01%	-150	13F-HR Timeline
Scott & Selber, Inc.	550	$315K	0.08%	0	13F-HR Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…	550	$315K	0.09%	0	13F-HR Timeline Group
North Forty Two & Co.	550	$315K	0.3%	0	13F-HR Timeline
BREAKTHRU ADVISORY SERVICES, LLC	550	$315K	0.2%	+10	13F-HR Timeline
HORIZON BANCORP INC /IN/	550	$315K	0.15%	+12	13F-HR Timeline
BEDDOW CAPITAL MANAGEMENT INC	550	$315K	0.12%	-50	13F-HR Timeline
Element Wealth, LLC	550	$315K	0.13%	+2	13F-HR Timeline
KWB Wealth	549	$315K	0.03%	+17	13F-HR Timeline
Harvest Investment Services, LLC	549	$315K	0.06%	new	13F-HR Timeline
TD Capital Management LLC	549	$315K	0.03%	+56	13F-HR Timeline
Coppell Advisory Solutions LLC	541	$312K	0.03%	-50	13F-HR Timeline
Cherry Tree Wealth Management, LLC	545	$312K	0.07%	+100	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	545	$312K	0.1%	new	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	543	$311K	0.11%	+90	13F-HR Timeline
Willis Johnson & Associates, Inc.	543	$311K	0.02%	+18	13F-HR Timeline
Omnitrust Wealth Management, Inc	539	$309K	0.39%		13F-HR Timeline
Nelson Capital Management, LLC	538	$308K	0.04%	+37	13F-HR Timeline
Kendall Capital Management	536	$307K	0.06%	+36	13F-HR Timeline
INCEPTIONR LLC	536	$307K	0.09%	-1,265	13F-HR Timeline
Axis Wealth Partners, LLC	536	$307K	0.17%	-9	13F-HR Timeline
Next Capital Management LLC	535	$306K	0.1%	0	13F-HR Timeline
Innova Wealth Partners	534	$306K	0.15%	new	13F-HR Timeline
Targeted Financial Services LLC	530	$304K	0.26%		13F-HR Timeline
IMG Wealth Management, Inc.	530	$304K	0.19%	+24	13F-HR Timeline
Meramec Financial Planners, LLC	418	$304K	0.12%		13F-HR Timeline
Duncan Williams Asset Management, LLC	438	$303K	0.08%	0	13F-HR Timeline
Financial Insights, Inc.	528	$303K	0.1%	+11	13F-HR Timeline
ENTRUST FINANCIAL LLC	528	$302K	0.22%		13F-HR Timeline
MN Wealth Advisors, LLC	527	$302K	0.15%	+1	13F-HR Timeline
Tradewinds Capital Management, LLC	527	$302K	0.06%	+150	13F-HR Timeline
Fortis Capital Management LLC	527	$302K	0.04%	+81	13F-HR Timeline
SAGE RHINO CAPITAL LLC	526	$301K	0.06%	+11	13F-HR Timeline
Chris Bulman Inc	524	$300K	0.13%	+32	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	524	$300K	0.22%	-17	13F-HR Timeline
Falcon Wealth Planning	523	$300K	0.03%	new	13F-HR Timeline
SHRIER WEALTH MANAGEMENT, LLC	523	$299K	0.12%		13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	523	$299K	0.09%	0	13F-HR Timeline
Gallacher Capital Management LLC	521	$299K	0.12%	0	13F-HR Timeline
Johnson Bixby & Associates, LLC	521	$298K	0.04%	0	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	520	$298K	0.02%	0	13F-HR Timeline
Shakespeare Wealth Management, LLC	520	$298K	0.07%	0	13F-HR Timeline
PATRON PARTNERS, LLC	520	$298K	0.13%	-141	13F-HR Timeline
Custos Family Office, LLC	519	$298K	0.2%	+2	13F-HR Timeline
BridgePort Financial Solutions, LLC	519	$297K	0.08%	0	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	518	$297K	0.2%	0	13F-HR Timeline
PKS Advisory Services, LLC	517	$296K	0.07%	-15	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	517	$296K	0.08%	-94	13F-HR Timeline
Clayton Financial Group LLC	517	$296K	0.15%	+277	13F-HR Timeline
Schwallier Wealth Management LLC	449	$295K	0.19%	-1	13F-HR Timeline
Oxinas Partners, LLC	514	$295K	0.14%	-3	13F-HR Timeline
Bayforest Capital Ltd	514	$294K	0.22%	+501	13F-HR Timeline
Hollow Brook Wealth Management LLC	512	$293K	0.08%	0	13F-HR Timeline
Ponta Wealth Partners, LLC	511	$293K	0.27%		13F-HR Timeline
Darden Wealth Group Inc	510	$292K	0.14%	-5	13F-HR Timeline
Great Waters Wealth Management	510	$292K	0.03%	0	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	510	$292K	0.14%	0	13F-HR Timeline
Hudson Value Partners, LLC	505	$292K	0.09%	+5	13F-HR Timeline
Affiance Financial, LLC	508	$291K	0.05%	0	13F-HR Timeline
Passive Capital Management, LLC.	508	$291K	0.09%	+8	13F-HR Timeline
Financial Security Advisor, Inc.	508	$291K	0.06%	+1	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	507	$291K	0.01%	+400	13F-HR Timeline
SC&H Financial Advisors, Inc.	507	$290K	0.04%	new	13F-HR Timeline
Idaho Trust Co	507	$290K	0.1%	0	13F-HR Timeline
Weaver Consulting Group	505	$289K	0.07%	-61	13F-HR Timeline
Cape Investment Advisory, Inc.	505	$289K	0.09%	+368	13F-HR Timeline
LINCOLN CAPITAL CORP	504	$289K	0.1%	new	13F-HR Timeline
Warren Street Wealth Advisors, LLC	503	$288K	0.08%	-134	13F-HR Timeline
Peak Retirement Planning, Inc.	503	$288K	0.07%	-2	13F-HR Timeline
KWMG, LLC	503	$288K	0.02%	0	13F-HR Timeline
Fortis Capital Advisors, LLC	502	$288K	0.04%	-83	13F-HR Timeline
Owen LaRue, LLC	501	$287K	0.11%	-11	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	500	$286K	0.09%	0	13F-HR Timeline
Baugh & Associates, LLC	500	$286K	0.14%	0	13F-HR Timeline
MAIMON WEALTH MANAGEMENT LTD.	500	$286K	0.27%		13F-HR Timeline
LANDMARK WEALTH MANAGEMENT, INC.	500	$286K	0.11%	0	13F-HR Timeline
DORVAL Corp	500	$286K	0.09%	0	13F-HR Timeline
Parvin Asset Management, LLC	500	$286K	0.23%	-26	13F-HR Timeline
Adirondack Capital Advisors, LLC	500	$286K	0.19%		13F-HR Timeline
Archvest Wealth Advisors, Inc.	500	$286K	0.18%	+25	13F-HR/A Timeline
Orin Green Financial, LLC	499	$286K	0.11%	0	13F-HR Timeline
Alliance Wealth Advisors, LLC	496	$284K	0.14%	0	13F-HR Timeline
Brio Consultants, LLC	495	$284K	0.04%	new	13F-HR Timeline
MOKAN Wealth Management Inc.	494	$283K	0.13%	+23	13F-HR Timeline
Abound Wealth Management	493	$283K	0.07%	+48	13F-HR Timeline
Eddie Patel Inc	493	$283K	0.21%		13F-HR Timeline
FMB WEALTH MANAGEMENT	493	$282K	0.11%	0	13F-HR Timeline
Gladius Capital Management LP	493	$282K	0.35%	new	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	493	$282K	0.02%	0	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	493	$282K	0.13%	new	13F-HR Timeline
Ducere Wealth Management LLC	492	$282K	0.11%		13F-HR/A Timeline
Marotta Asset Management	491	$281K	0.05%	0	13F-HR Timeline
ONE Advisory Partners, LLC	491	$281K	0.08%	new	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	489	$280K	0.15%	+14	13F-HR Timeline
Renaissance Investment Group LLC	488	$280K	0.06%	-25	13F-HR Timeline
Prasad Wealth Partners, LLC	487	$279K	0.07%	+1	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	487	$279K	0.03%	-1	13F-HR Timeline
V. M. MANNING & CO., INC.	485	$278K	0.28%	new	13F-HR Timeline
Wrenne Financial Planning LLC	484	$278K	0.11%	0	13F-HR Timeline
Bond & Devick Financial Network, Inc.	483	$277K	0.08%	+55	13F-HR Timeline
SHAYNE & JACOBS, LLC	482	$276K	0.08%	+2	13F-HR Timeline
Seneca Financial Advisors LLC	480	$275K	0.08%	+1	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	480	$275K	0.12%	+12	13F-HR Timeline
Ruggiero Investments, Inc.	479	$274K	0.25%		13F-HR Timeline
BOK Financial Private Wealth, Inc.	477	$273K	0.02%	-27	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	477	$273K	0.09%	new	13F-HR Timeline
Pinion Investment Advisors, LLC	476	$273K	0.07%	new	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	476	$273K	<0.01%	new	13F-HR Timeline Group
First Long Island Investors, LLC	474	$272K	0.02%	0	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	474	$272K	0.06%	-1,294	13F-HR Timeline
Godfrey Financial Associates, Inc.	474	$272K	0.24%		13F-HR Timeline
Strategic Financial Partners, Ltd.	473	$271K	0.12%	0	13F-HR Timeline
Integrity Advisory Solutions, LLC	473	$271K	0.04%	+26	13F-HR Timeline
SACHEM HILL LLC	473	$271K	0.05%	0	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	471	$270K	0.1%	0	13F-HR Timeline
FORONJY FINANCIAL LLC	471	$270K	0.11%	-79	13F-HR Timeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …	471	$270K	0.08%	-17	13F-HR Timeline
PLANNING DIRECTIONS INC	471	$270K	0.14%	+1	13F-HR Timeline
ProVise Management Group, LLC	470	$269K	0.02%	0	13F-HR Timeline
North Capital, Inc.	470	$269K	0.23%	-1	13F-HR/A Timeline
DECISION INVESTMENTS, INC	470	$269K	0.29%		13F-HR Timeline
ETF Store, Inc.	467	$268K	0.27%	+1	13F-HR Timeline