CAT CATERPILLAR INC

COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers: 3,706
13F filers: 3,773
New: 327
Added: 1,291
Reduced: 1,551
Sold out: 115
Shares held by filers: 331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Interchange Capital Partners, LLC	1,208	$441K	0.14%	-1,137	13F-HR Timeline
Financial Solutions Advisory Group, Inc.	620	$439K	0.06%		13F-HR Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	619	$439K	0.02%	0	13F-HR Timeline
Collaborative Fund Advisors, LLC	619	$439K	0.27%		13F-HR Timeline
one8zero8, LLC	619	$438K	0.1%	-200	13F-HR Timeline
EdgeRock Capital LLC	618	$438K	0.12%	+26	13F-HR Timeline
O'Neil Global Advisors, Inc.	616	$436K	3.02%	new	13F-HR Timeline
Impact Partnership Wealth, LLC	615	$436K	0.05%	-31	13F-HR Timeline
Johnson Financial Group, LLC	615	$436K	0.03%	new	13F-HR Timeline
Prentice Wealth Management LLC	614	$435K	0.1%	-15	13F-HR Timeline
Austin Asset Management Co Inc	614	$435K	0.07%	new	13F-HR Timeline
Clarus Group, Inc.	613	$435K	0.16%	-106	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	613	$434K	0.12%	+548	13F-HR Timeline Group
Brightwater Advisory LLC	613	$434K	0.29%	+1	13F-HR Timeline
Northwest & Ethical Investments L.P.	602	$434K	0.01%	new	13F-HR Timeline
Sunburst Financial Group, LLC	612	$434K	0.08%	+21	13F-HR/A Timeline
KOM Wealth Management Group, LLC	612	$433K	0.3%	-5	13F-HR Timeline
Spectrum Asset Management, Inc. (NB/CA)	611	$433K	0.14%	+201	13F-HR Timeline
CAPITAL COUNSEL LLC/NY	611	$433K	0.02%	0	13F-HR Timeline
E6 Portfolios, LLC	609	$432K	0.45%	+49	13F-HR Timeline
Moody Aldrich Partners LLC	607	$430K	0.08%	+172	13F-HR Timeline
Kapstone Financial Advisors LLC	607	$430K	0.21%	new	13F-HR Timeline
Granite Harbor Advisors, Inc.	607	$430K	0.19%	-16	13F-HR Timeline
Unison Asset Management LLC	606	$429K	0.2%	0	13F-HR Timeline
Bernicke Wealth Management, Ltd.	604	$428K	0.06%	new	13F-HR Timeline
JMAC ENTERPRISES LLC	604	$428K	0.08%	0	13F-HR Timeline
AlphaGrep UK Ltd	603	$427K	0.13%	-243	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	601	$426K	0.16%	-12	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	601	$426K	0.08%	+41	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	600	$425K	0.06%	0	13F-HR Timeline Group
REICON WEALTH ADVISORS, LLC	600	$425K	0.33%	new	13F-HR Timeline
Three Magnolias Financial Advisors, LLC	600	$425K	0.27%	0	13F-HR Timeline
Bedminster, LLC	600	$425K	0.4%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	598	$424K	0.03%	-133	13F-HR Timeline
TSA Wealth Managment LLC	597	$423K	0.14%	new	13F-HR Timeline
Nova R Wealth, Inc.	596	$422K	0.13%	+13	13F-HR Timeline
LifeGoal Investments, LLC	578	$422K	0.24%	+1	13F-HR Timeline
Alternative Investment Advisors, LLC.	594	$422K	0.19%	+32	13F-HR Timeline
Symmetry Partners, LLC	595	$422K	0.02%	+16	13F-HR Timeline
Peak Retirement Planning, Inc.	594	$421K	0.08%	+91	13F-HR Timeline
Main Street Group, LTD	594	$420K	0.12%	+4	13F-HR Timeline
Cheviot Value Management, LLC	593	$420K	0.04%	0	13F-HR Timeline
Fortitude Family Office, LLC	592	$419K	0.09%	+207	13F-HR Timeline
TrustWell Financial Advisors, LLC	591	$419K	0.39%	-590	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	591	$419K	0.1%	+117	13F-HR Timeline
Hilltop Partners LLC	591	$418K	0.11%	0	13F-HR Timeline
Newport Capital Group, LLC	590	$418K	0.25%	+154	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	500	$418K	0.1%	0	13F-HR Timeline
Value Investment Professionals, LLC	589	$417K	0.93%	+1	13F-HR/A Timeline
First Business Financial Services, Inc.	589	$417K	0.04%	-83	13F-HR Timeline
Krane Financial Solutions LLC	587	$416K	0.28%		13F-HR Timeline
Colorado Capital Management, Inc.	587	$416K	0.16%	0	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	587	$416K	0.1%	0	13F-HR Timeline
Quarry LP	587	$416K	0.08%	-841	13F-HR Timeline
BLALOCK WILLIAMS, LLC	586	$415K	0.32%	+14	13F-HR Timeline
DKM Wealth Management, Inc.	585	$414K	0.3%	0	13F-HR Timeline
Aspen Capital Management, LLC	584	$414K	0.1%	0	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	583	$413K	0.05%	0	13F-HR Timeline
NORTH DALLAS BANK & TRUST CO	583	$413K	0.28%	-25	13F-HR Timeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	582	$412K	0.03%	new	13F-HR Timeline
Strategic Financial Concepts, LLC	571	$411K	0.1%	new	13F-HR Timeline
Halter Ferguson Financial Inc.	579	$410K	0.09%	0	13F-HR Timeline
OAK ASSOCIATES LTD /OH/	579	$410K	0.03%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	579	$410K	0.12%	0	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	533	$410K	0.27%	+13	13F-HR Timeline
Caerus Investment Advisors, LLC	578	$409K	0.17%	+2	13F-HR Timeline
Aviance Capital Partners, LLC	576	$408K	0.05%	-7	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	576	$408K	0.11%	-1	13F-HR Timeline
Capital Asset Managemnet, LLC	576	$408K	0.46%	0	13F-HR Timeline
Orion Investment Co	575	$407K	0.13%	0	13F-HR Timeline
Simplify Asset Management Inc.	574	$407K	0.01%	new	13F-HR Timeline
TradeWell Securities, LLC.	573	$406K	0.17%	+1	13F-HR Timeline
MOTIVE WEALTH ADVISORS	573	$406K	0.19%	+3	13F-HR Timeline
Dakota Community Bank & Trust NA	573	$406K	1.37%	-40	13F-HR Timeline
One Day In July LLC	572	$405K	0.03%	+21	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	572	$405K	0.04%	+132	13F-HR Timeline Group
4WEALTH ADVISORS, INC.	606	$405K	0.35%	-104	13F-HR Timeline
Diversified Portfolios, Inc.	570	$404K	0.03%	-23	13F-HR Timeline
Alpha Omega Wealth Management LLC	567	$402K	0.07%	-1	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	567	$402K	0.12%	+3	13F-HR Timeline
Asio Capital, LLC	566	$401K	0.06%	0	13F-HR Timeline
Estate Planners Group, LLC	565	$400K	0.19%	-3	13F-HR Timeline
Ifrah Financial Services, Inc.	565	$400K	0.11%	-18	13F-HR Timeline
CPC Advisors, LLC	564	$400K	0.06%	-17,106	13F-HR Timeline
TigerOak Management, L.L.C.	564	$400K	0.13%	0	13F-HR Timeline
Strategic Financial Services, Inc.	563	$399K	0.02%	0	13F-HR Timeline
Board of the Pension Protection Fund	560	$397K	0.36%	new	13F-HR Timeline
Capitol Family Office, Inc.	692	$396K	0.47%	0	13F-HR Timeline
McMillan Office, Inc.	559	$396K	0.05%	+3	13F-HR Timeline
Financial Security Advisor, Inc.	559	$396K	0.07%	+51	13F-HR Timeline
HF Advisory Group, LLC	558	$396K	0.13%	-67	13F-HR Timeline
LYNCH & ASSOCIATES/IN	558	$395K	0.07%	0	13F-HR Timeline
McKinney Capital Management, LLC	558	$395K	0.34%		13F-HR Timeline
Ipsen Advisor Group LLC	558	$395K	0.28%	-17	13F-HR Timeline
Cloud Capital Management, LLC	559	$395K	0.17%	-11	13F-HR Timeline
Van Diest Capital, LLC	556	$394K	0.31%	new	13F-HR Timeline
PKS Advisory Services, LLC	554	$394K	0.09%	+37	13F-HR Timeline
IPG Investment Advisors LLC	556	$394K	0.07%	0	13F-HR Timeline
ACORN CREEK CAPITAL LLC	555	$393K	0.14%	-14	13F-HR Timeline
Beaird Harris Wealth Management, LLC	555	$393K	0.03%	-118	13F-HR Timeline
Affiance Financial, LLC	555	$393K	0.06%	+47	13F-HR Timeline
Axis Wealth Partners, LLC	554	$393K	0.21%	+18	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	553	$392K	0.26%	-8	13F-HR Timeline
Borer Denton & Associates, Inc.	553	$392K	0.14%	0	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	553	$392K	0.33%	-76	13F-HR Timeline
TD Capital Management LLC	550	$390K	0.04%	+1	13F-HR Timeline
UNITED BANK	550	$390K	0.05%	new	13F-HR Timeline
Scott & Selber, Inc.	550	$390K	0.1%	0	13F-HR Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…	550	$390K	0.1%	0	13F-HR Timeline Group
North Forty Two & Co.	550	$390K	0.36%	0	13F-HR Timeline
Maia Wealth LLC	550	$389K	0.07%	-28	13F-HR Timeline
Talisman Wealth Advisors LLC	548	$388K	0.31%	-56	13F-HR Timeline
Sound Financial Strategies Group, LLC	547	$388K	0.26%	-1,053	13F-HR Timeline
Cherry Tree Wealth Management, LLC	545	$386K	0.08%	0	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	543	$385K	0.14%	0	13F-HR Timeline
Carson Advisory Inc.	542	$384K	0.2%	-21	13F-HR Timeline
Invst, LLC	539	$382K	0.04%	-214	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	539	$382K	0.01%	-104	13F-HR Timeline Group
Nelson Capital Management, LLC	538	$381K	0.05%	0	13F-HR Timeline
HOEY INVESTMENTS, INC	538	$381K	0.06%	+145	13F-HR Timeline
Custos Family Office, LLC	537	$380K	0.26%	+18	13F-HR Timeline
Coston, McIsaac & Partners	537	$380K	0.09%	+79	13F-HR Timeline
Mason & Associates Inc	568	$379K	0.07%	+9	13F-HR Timeline
SHARPEPOINT LLC	535	$379K	0.23%	-177	13F-HR Timeline
Tactive Advisors, LLC	535	$379K	0.11%	+139	13F-HR Timeline
Next Capital Management LLC	535	$379K	0.11%	0	13F-HR Timeline
Innova Wealth Partners	535	$379K	0.18%	+1	13F-HR Timeline
Oxinas Partners, LLC	533	$378K	0.17%	+19	13F-HR Timeline
RENASANT BANK	533	$378K	0.27%	-37	13F-HR Timeline
Omnitrust Wealth Management, Inc	532	$377K	0.49%	-7	13F-HR Timeline
AMG Asset Management Group, Inc.	531	$376K	0.29%	new	13F-HR Timeline
Stronghold Wealth Management L.L.C.	531	$376K	0.57%	-113	13F-HR Timeline
GARDNER LEWIS ASSET MANAGEMENT L P	530	$375K	0.08%	new	13F-HR Timeline
Tradewinds Capital Management, LLC	529	$375K	0.07%	+2	13F-HR Timeline
Financial Insights, Inc.	529	$375K	0.12%	+1	13F-HR Timeline
Rydar Equities, Inc.	550	$373K	0.29%	+150	13F-HR Timeline
LongView Wealth Management	469	$372K	0.09%	-90	13F-HR Timeline
Concentrum Wealth Management	525	$372K	0.11%	new	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	525	$372K	0.1%	+71	13F-HR Timeline
ENTRUST FINANCIAL LLC	525	$372K	0.26%	-3	13F-HR Timeline
Madson Wealth Advisors Inc	525	$372K	0.31%		13F-HR Timeline
Integrity Financial Corp /WA	525	$372K	0.19%	new	13F-HR Timeline
BridgePort Financial Solutions, LLC	524	$371K	0.11%	+5	13F-HR Timeline
ARVEST INVESTMENTS, INC.	523	$371K	0.05%	new	13F-HR Timeline
Munich Reinsurance Co Stock Corp in Mun…	522	$370K	0.01%	-17,386	13F-HR Timeline
Warren Street Wealth Advisors, LLC	521	$369K	0.09%	+18	13F-HR Timeline
SAGE RHINO CAPITAL LLC	521	$369K	0.07%	-5	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	521	$369K	0.17%	+41	13F-HR Timeline
Gallacher Capital Management LLC	521	$369K	0.14%	0	13F-HR Timeline
Shakespeare Wealth Management, LLC	520	$369K	0.09%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	454	$368K	0.12%	new	13F-HR Timeline
PATRON PARTNERS, LLC	520	$368K	0.16%	0	13F-HR Timeline
Kendall Capital Management	520	$368K	0.08%	-16	13F-HR Timeline
Chung Wu Investment Group, LLC	520	$368K	0.32%	new	13F-HR Timeline
Passive Capital Management, LLC.	519	$368K	0.11%	+11	13F-HR Timeline
MORTON COMMUNITY BANK	519	$368K	0.08%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	518	$367K	0.04%	-38	13F-HR Timeline
Weaver Consulting Group	518	$367K	0.09%	+13	13F-HR Timeline
IMG Wealth Management, Inc.	518	$367K	0.23%	-12	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	518	$367K	0.25%	0	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	518	$367K	0.09%	+48	13F-HR Timeline
Bond & Devick Financial Network, Inc.	517	$366K	0.1%	+34	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	517	$366K	0.15%	new	13F-HR Timeline
Plan A Wealth LLC	515	$365K	0.17%	-73	13F-HR Timeline
DECISION INVESTMENTS, INC	514	$364K	0.41%	+44	13F-HR Timeline
Fielder Capital Group LLC	514	$364K	0.08%	-409	13F-HR Timeline
Brio Consultants, LLC	401	$363K	0.04%	-94	13F-HR Timeline
Cambridge Financial Group, LLC	510	$362K	0.12%	-143	13F-HR Timeline
Darden Wealth Group Inc	510	$361K	0.18%	0	13F-HR Timeline
Great Waters Wealth Management	510	$361K	0.04%	0	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	510	$361K	0.17%	0	13F-HR Timeline
Silicon Valley Capital Partners	509	$361K	0.04%	+317	13F-HR Timeline
Veery Capital, LLC	509	$361K	0.11%	+88	13F-HR Timeline
Tanager Wealth Management LLP	509	$361K	0.03%	+96	13F-HR Timeline
Clarendon Private LLC	508	$360K	0.28%	new	13F-HR Timeline
SC&H Financial Advisors, Inc.	507	$359K	0.05%	0	13F-HR Timeline
Idaho Trust Co	507	$359K	0.12%	0	13F-HR Timeline
Nvest Financial, LLC	507	$359K	0.13%	+74	13F-HR Timeline
Marotta Asset Management	491	$359K	0.07%	0	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	506	$358K	0.03%	+13	13F-HR Timeline
Element Wealth, LLC	505	$358K	0.15%	-45	13F-HR Timeline
KANE INVESTMENT MANAGEMENT, INC.	504	$357K	0.18%	new	13F-HR Timeline
Onyx Bridge Wealth Group LLC	504	$357K	0.04%	new	13F-HR Timeline
Owen LaRue, LLC	502	$356K	0.14%	+1	13F-HR Timeline
Sovereign Investment Advisors, LLC	502	$356K	0.08%	new	13F-HR Timeline
Golden Reserve Retirement LLC	502	$356K	0.07%	-75	13F-HR Timeline
LINCOLN CAPITAL CORP	501	$355K	0.13%	-3	13F-HR Timeline
KWMG, LLC	501	$355K	0.03%	-2	13F-HR Timeline
BOURNE LENT ASSET MANAGEMENT INC	500	$354K	0.13%	-118	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	500	$354K	0.12%	0	13F-HR Timeline
Baugh & Associates, LLC	500	$354K	0.15%	0	13F-HR Timeline
Hudson Value Partners, LLC	500	$354K	0.11%	-5	13F-HR Timeline
Round Rock Advisors LLC	500	$354K	0.05%	new	13F-HR Timeline
LANDMARK WEALTH MANAGEMENT, INC.	500	$354K	0.13%	0	13F-HR Timeline
DORVAL Corp	500	$354K	0.11%	0	13F-HR Timeline
Parvin Asset Management, LLC	500	$354K	0.26%	0	13F-HR Timeline
Adirondack Capital Advisors, LLC	500	$354K	0.23%	0	13F-HR Timeline
Abundance Wealth Counselors	499	$354K	0.05%	new	13F-HR Timeline
Orin Green Financial, LLC	499	$354K	0.15%	0	13F-HR Timeline
Betterment LLC	498	$353K	<0.01%	+112	13F-HR Timeline