CAT CATERPILLAR INC

COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers: 4,003
13F filers: 4,069
New: 394
Added: 1,441
Reduced: 1,608
Sold out: 106
Shares held by filers: 330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Franklin, Parlapiano, Turner & Welch, L…	500	$532K	0.12%	0	13F-HR Timeline
Baugh & Associates, LLC	500	$532K	0.24%	0	13F-HR Timeline
Adirondack Capital Advisors, LLC	500	$532K	0.29%	0	13F-HR Timeline
Hoxton Planning & Management, LLC	500	$532K	0.14%	+49	13F-HR Timeline
Orin Green Financial, LLC	499	$531K	0.2%	0	13F-HR Timeline
ONE Advisory Partners, LLC	498	$530K	0.14%	0	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	496	$528K	0.04%	-10	13F-HR Timeline
Octavia Wealth Advisors, LLC	495	$528K	0.05%	-23	13F-HR Timeline
Eddie Patel Inc	495	$527K	0.32%	+1	13F-HR Timeline
Plan A Wealth LLC	495	$527K	0.22%	-20	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	495	$527K	0.26%	-1	13F-HR Timeline
ETF Store, Inc.	495	$527K	0.44%	+27	13F-HR Timeline
Owen LaRue, LLC	493	$525K	0.18%	-9	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	493	$525K	0.04%	+50	13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	493	$525K	0.14%	+1	13F-HR Timeline
AWM CAPITAL, LLC	492	$524K	0.04%	+27	13F-HR Timeline
Johnson Bixby & Associates, LLC	492	$524K	0.06%	-2	13F-HR Timeline
Amplius Wealth Advisors, LLC	492	$524K	0.04%	new	13F-HR Timeline
Blueshift Asset Management, LLC	490	$522K	0.12%	-805	13F-HR Timeline
North Capital, Inc.	490	$522K	0.39%	0	13F-HR Timeline
TD Capital Management LLC	487	$519K	0.04%	-63	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	487	$519K	0.17%	+42	13F-HR Timeline
Napier Financial, LLC	486	$518K	0.11%	0	13F-HR Timeline
CFO4Life Group, LLC	486	$518K	0.07%	+3	13F-HR Timeline
WealthShield Partners, LLC	486	$518K	0.08%	-669	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	486	$517K	0.13%	-39	13F-HR Timeline
Tortoise Investment Management, LLC	485	$517K	0.04%	+20	13F-HR Timeline
Wrenne Financial Planning LLC	485	$516K	0.17%	0	13F-HR Timeline
Axecap Investments, LLC	484	$515K	0.28%	+100	13F-HR Timeline
SHAYNE & JACOBS, LLC	483	$515K	0.15%	+1	13F-HR Timeline
Betterment LLC	482	$513K	<0.01%	-16	13F-HR Timeline
Seneca Financial Advisors LLC	481	$513K	0.13%	0	13F-HR Timeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…	480	$512K	0.4%	+112	13F-HR Timeline
Weaver Consulting Group	480	$511K	0.1%	-38	13F-HR Timeline
Carter Financial Group, INC.	480	$511K	0.26%	-3	13F-HR Timeline
Fortis Capital Advisors, LLC	478	$509K	0.06%	+7	13F-HR Timeline
Asio Capital, LLC	477	$508K	0.07%	-89	13F-HR Timeline
Godfrey Financial Associates, Inc.	475	$506K	0.39%	0	13F-HR Timeline
Tranquility Partners, LLC	474	$505K	0.17%	0	13F-HR Timeline
LINCOLN CAPITAL CORP	474	$505K	0.16%	-27	13F-HR Timeline
First Long Island Investors, LLC	474	$505K	0.04%	0	13F-HR Timeline
SACHEM HILL LLC	473	$504K	0.09%	0	13F-HR Timeline
PLANNING DIRECTIONS INC	472	$503K	0.23%	0	13F-HR Timeline
Tannin Capital LLC	472	$503K	0.33%	-198	13F-HR Timeline
Junk Investment Group, LLC	472	$502K	0.22%	+1	13F-HR Timeline
V. M. MANNING & CO., INC.	472	$502K	0.43%		13F-HR Timeline
TradeWell Securities, LLC.	471	$502K	0.18%	-102	13F-HR Timeline
LeClair Wealth Partners LLC	471	$502K	0.26%	new	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	471	$502K	0.2%	-26	13F-HR Timeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …	471	$502K	0.12%	0	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	471	$501K	0.18%	0	13F-HR Timeline
ProVise Management Group, LLC	470	$501K	0.03%	-1	13F-HR Timeline
Rare Wolf Capital LLC	470	$501K	0.32%	-215	13F-HR Timeline
LongView Wealth Management	469	$499K	0.13%	0	13F-HR Timeline
Legacy Wealth Advisors, LLC	467	$497K	0.22%	+62	13F-HR Timeline
GSG Advisors LLC	467	$497K	0.11%	+19	13F-HR Timeline
Idaho Trust Co	467	$497K	0.15%	-40	13F-HR Timeline
Magnolia Private Wealth, LLC	466	$496K	0.27%	+38	13F-HR Timeline
Walker Asset Management, LLC	466	$496K	0.25%	0	13F-HR Timeline
Saxony Capital Management, LLC	466	$496K	0.23%	-17	13F-HR Timeline
LCM Capital Management Inc	465	$495K	0.22%	+66	13F-HR Timeline
Ulland Investment Advisors, LLC	465	$495K	0.37%	+115	13F-HR Timeline
Marshall Financial Group, LLC	464	$494K	0.07%	+11	13F-HR Timeline
MATTERS CAPITAL LLC	464	$494K	0.35%	0	13F-HR Timeline
Sharp Wealth Advisory, LLC	464	$494K	0.23%	-6	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	463	$493K	0.1%	0	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	460	$490K	0.31%	+1	13F-HR Timeline
Talbot Financial, LLC	459	$489K	0.04%	new	13F-HR Timeline
Schaeffer Financial LLC	458	$488K	0.38%	+1	13F-HR Timeline
Semus Wealth Partners LLC	457	$487K	0.24%	+44	13F-HR Timeline
Marotta Asset Management	491	$487K	0.08%	0	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	456	$486K	0.09%	-17	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	520	$485K	0.32%	-13	13F-HR Timeline
Heritage Wealth Management, Inc. /CA/	455	$485K	0.24%	+15	13F-HR Timeline
CoreFirst Bank & Trust	454	$483K	0.24%	-10	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	454	$483K	0.11%	+20	13F-HR Timeline
Kroeger Financial Partners	454	$483K	0.47%		13F-HR Timeline
Sovereign Investment Advisors, LLC	452	$481K	0.09%	-50	13F-HR Timeline
StoryOne LLC	451	$480K	0.23%	+451	13F-HR Timeline
Tailwinds Wealth, LLC	450	$479K	0.28%	+110	13F-HR Timeline
Lexington Hill Partners, LLC	450	$479K	0.23%	-219	13F-HR Timeline
PEOPLES BANK /OH	450	$479K	0.25%	+42	13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	450	$479K	0.17%	0	13F-HR Timeline
Rayburn West Financial Services LLC	450	$479K	0.26%	0	13F-HR Timeline
Schwallier Wealth Management LLC	450	$479K	0.3%	0	13F-HR Timeline
M3 Advisory Group, LLC	449	$478K	0.25%	+15	13F-HR Timeline
Cushing Capital Partners, LLC	449	$478K	0.33%	+2	13F-HR Timeline
Discipline Wealth Solutions, LLC	449	$478K	0.04%	+1	13F-HR Timeline
Private Wealth Management Group, LLC	448	$477K	0.11%	+251	13F-HR Timeline
Verity & Verity, LLC	448	$477K	0.03%	0	13F-HR Timeline
Hobart Private Capital, LLC	448	$477K	0.08%	+65	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	448	$477K	0.38%	+7	13F-HR Timeline
MORTON COMMUNITY BANK	447	$476K	0.1%	-72	13F-HR Timeline
Piscataqua Savings Bank	446	$475K	0.32%	0	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	444	$473K	0.2%	0	13F-HR Timeline
Woodward Financial Advisors, Inc.	444	$473K	0.16%	0	13F-HR Timeline
Connecticut Capital Management Group, L…	443	$472K	0.38%	0	13F-HR Timeline
Richard P Slaughter Associates Inc	441	$470K	0.09%	+14	13F-HR Timeline
Owl Creek Wealth Partners LLC	441	$470K	0.14%	+52	13F-HR Timeline
Financial Solutions Advisory Group, Inc.	500	$469K	0.06%	-120	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	440	$469K	0.22%	-15	13F-HR Timeline
ACT Advisors, LLC.	440	$469K	0.16%	+15	13F-HR Timeline
KIRR MARBACH & CO LLC /IN/	440	$469K	0.08%	0	13F-HR Timeline
FORONJY FINANCIAL LLC	440	$468K	0.17%	-19	13F-HR Timeline
HOURGLASS CAPITAL, LLC	437	$465K	0.09%	0	13F-HR/A Timeline
GENESIS PRIVATE WEALTH, LLC	437	$465K	0.13%	+28	13F-HR Timeline
Peck Wealth Management, LLC	437	$465K	0.39%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	437	$465K	0.11%	+1	13F-HR Timeline
Curated Wealth Partners LLC	436	$464K	0.05%	new	13F-HR/A Timeline
Wisconsin Wealth Advisors, LLC	436	$464K	0.4%	-7	13F-HR Timeline
Pine Harbor Wealth Management, LLC	436	$464K	0.12%	0	13F-HR Timeline
Next Capital Management LLC	435	$463K	0.13%	-100	13F-HR Timeline
Entelevest, LLC	435	$463K	0.41%	+26	13F-HR Timeline
RASP WEALTH SOLUTIONS, LLC	433	$461K	0.15%		13F-HR Timeline
GGM Financial LLC	433	$461K	0.17%	0	13F-HR Timeline
EntryPoint Capital, LLC	433	$461K	0.11%	new	13F-HR Timeline
Successful Portfolios LLC	488	$461K	0.22%	-9	13F-HR Timeline
AGH Wealth Advisors, LLC	432	$460K	0.29%	+64	13F-HR Timeline
Wealth Advisory Solutions, LLC	432	$460K	0.09%	-1	13F-HR Timeline
Rockbridge Investment Management, LCC	432	$460K	0.04%	+9	13F-HR Timeline
Hibernia Wealth Partners, LLC	432	$460K	0.25%	-243	13F-HR Timeline
Cornerstone Capital, Inc.	430	$458K	0.04%	0	13F-HR Timeline
LATHROP INVESTMENT MANAGEMENT CO	429	$457K	0.08%	+22	13F-HR Timeline
Ariadne Wealth Management, LP	428	$456K	0.2%	new	13F-HR Timeline
Investment Planning Advisors, Inc.	428	$455K	0.11%	+82	13F-HR Timeline
Emerald Advisors, LLC	427	$455K	0.06%	+3	13F-HR Timeline
Autumn Glory Partners, LLC	427	$455K	0.13%	0	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	425	$453K	0.06%	0	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	425	$452K	0.06%	0	13F-HR Timeline
Foundry Financial LLC	422	$450K	0.15%	+6	13F-HR Timeline
Brio Consultants, LLC	422	$449K	0.05%	+21	13F-HR Timeline
Holcombe Financial, Inc.	422	$449K	0.25%	new	13F-HR Timeline
Asset Allocation Strategies LLC	422	$449K	0.07%	+24	13F-HR Timeline
Gordian Advisors LLC	421	$448K	0.26%	+1	13F-HR Timeline
Novak & Powell Financial Services, Inc.	421	$448K	0.21%	+91	13F-HR Timeline
RESTON WEALTH MANAGEMENT LLC	421	$448K	0.12%	+6	13F-HR Timeline
TABR Capital Management, LLC	419	$446K	0.38%	+20	13F-HR Timeline
RENASANT BANK	417	$444K	0.29%	-116	13F-HR Timeline
Panoramic Capital Partners, LLC	417	$444K	0.21%	-262	13F-HR Timeline
GW&K Investment Management, LLC	416	$443K	<0.01%	-8	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	416	$443K	0.11%	+19	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	416	$443K	0.16%	-101	13F-HR Timeline
Rubicon Advisors, GP	416	$443K	0.32%	-10	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	415	$442K	0.3%	0	13F-HR Timeline
Bell Investment Advisors, Inc	415	$442K	0.06%	+4	13F-HR Timeline
Strata Wealth Advisors, LLC	415	$442K	0.11%	+35	13F-HR Timeline
LightSquare Wealth Management, LLC	415	$442K	0.3%	+6	13F-HR Timeline
Renaissance Investment Group LLC	414	$441K	0.09%	-20	13F-HR Timeline
Creative Capital Management Investments…	414	$441K	0.1%	+135	13F-HR Timeline
MOR Wealth Management, LLC	414	$441K	0.18%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	414	$441K	0.12%	+8	13F-HR Timeline
Turning Point Benefit Group, Inc.	415	$440K	0.19%	+30	13F-HR Timeline
Hollow Brook Wealth Management LLC	412	$439K	0.09%	0	13F-HR Timeline
Innovative Wealth Building LLC	412	$439K	0.25%	+12	13F-HR Timeline
Spectrum Asset Management, Inc. (NB/CA)	412	$439K	0.12%	-199	13F-HR Timeline
Brown Financial Advisory	410	$437K	0.18%	0	13F-HR Timeline
Echo45 Advisors LLC	409	$436K	0.22%	-21	13F-HR Timeline
Northern Capital Management, Inc.	406	$433K	0.18%	0	13F-HR/A Timeline
Altiora Financial Group, LLC	406	$432K	0.07%	+6	13F-HR Timeline
First PREMIER Bank	406	$432K	0.07%	-70	13F-HR Timeline
Tenzing Financial LLC	445	$432K	0.3%	+6	13F-HR Timeline
HORIZON BANCORP INC /IN/	404	$430K	0.2%	-24	13F-HR Timeline
Welch Financial Planning, LLC	403	$429K	0.25%	new	13F-HR Timeline
Insight Wealth Partners, LLC	403	$429K	0.06%	new	13F-HR Timeline
Pavion Blue Capital, LLC	403	$429K	0.17%	0	13F-HR Timeline
POM Investment Strategies, LLC	403	$429K	0.49%	0	13F-HR Timeline
Gallacher Capital Management LLC	403	$429K	0.24%	-118	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	403	$429K	0.21%	+1	13F-HR/A Timeline
SAGE PRIVATE WEALTH GROUP, LLC	402	$428K	0.19%	+2	13F-HR Timeline
White Knight Strategic Wealth Advisors,…	402	$428K	0.3%	+2	13F-HR Timeline
My Personal CFO, LLC	402	$428K	0.17%	0	13F-HR Timeline
ABNER HERRMAN & BROCK LLC	402	$428K	0.04%	+61	13F-HR Timeline
SIG BROKERAGE, LP	401	$427K	0.07%	new	13F-HR Timeline
NWM ADVISORS, LLC	401	$427K	0.34%	0	13F-HR/A Timeline
Abound Wealth Management	400	$426K	0.08%	-39	13F-HR Timeline
DUNCKER STREETT & CO INC	400	$426K	0.07%	-12	13F-HR Timeline
Granite Bay Wealth Management, LLC	400	$426K	0.04%	new	13F-HR Timeline
Great Point Wealth Advisors, LLC	400	$426K	0.07%	+6	13F-HR Timeline
PARTHENON LLC	400	$426K	0.04%	0	13F-HR Timeline
PROFFITT & GOODSON INC	400	$426K	0.06%	0	13F-HR Timeline
Guild Investment Management, Inc.	400	$426K	0.29%	0	13F-HR Timeline
BANQUE PICTET & CIE SA	400	$426K	<0.01%	-937	13F-HR Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	400	$426K	0.08%	0	13F-HR Timeline
BENNINGFIELD FINANCIAL ADVISORS, LLC	400	$426K	0.32%	0	13F-HR Timeline
AGP FRANKLIN, LLC	400	$426K	0.18%	0	13F-HR Timeline
BIRCHBROOK, INC.	400	$426K	0.2%	0	13F-HR Timeline
MontVue Capital Management, Inc.	399	$425K	0.24%	new	13F-HR Timeline
Summit Wealth Group, LLC	399	$425K	0.09%	-62	13F-HR Timeline
MLG Wealth Management DBA Pine Grove Fi…	398	$424K	0.04%	+77	13F-HR Timeline
Rodgers & Associates, LTD	398	$424K	0.04%	0	13F-HR Timeline
Compton Financial Group, LLC	397	$423K	0.08%	0	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	397	$423K	0.03%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	397	$423K	0.07%	new	13F-HR Timeline
HEADINVEST, LLC	396	$422K	0.08%	+38	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	396	$422K	0.03%	new	13F-HR Timeline
Hidden Cove Wealth Management, LLC	396	$422K	0.23%	+69	13F-HR Timeline
WEALTHEDGE INVESTMENT ADVISORS, LLC	395	$421K	0.14%	0	13F-HR Timeline
Strong Retirement Solutions LLC	395	$421K	0.25%	+23	13F-HR Timeline
Buska Wealth Management, LLC	394	$420K	0.15%	0	13F-HR Timeline
Meridian Wealth Partners, LLC	393	$418K	0.05%	+7	13F-HR Timeline