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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
Evergreen Private Wealth LLC104$49.6K0.02%+1013F-HRTimeline
West Financial Advisors, LLC103$49.1K0.01%013F-HRTimeline
Northwest Capital Management Inc101$48.4K0.05%013F-HRTimeline
Howard Hughes Medical Institute101$48.2K0.03%-213F-HRTimeline
ALBION FINANCIAL GROUP /UT100$47.7K<0.01%013F-HRTimeline
Kimelman & Baird, LLC100$47.7K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$47.7K0.02%013F-HRTimeline
Corsicana & Co.99$47.2K0.03%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC99$47.2K0.03%013F-HRTimeline
Retirement Wealth Solutions LLC97$46.1K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC96$45.9K0.03%013F-HRTimeline
Compass Financial Services Inc95$45.1K0.02%+113F-HRTimeline
Financial Network Wealth Advisors LLC92$43.9K0.05%-2913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.90$42.9K0.03%-213F-HRTimeline
DB Fitzpatrick & Co, Inc88$42K0.04%013F-HRTimeline
Harbor Asset Planning, Inc.88$41.8K0.04%013F-HRTimeline
Valued Wealth Advisors LLC85$40.3K0.02%+913F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC83$39.6K0.02%013F-HRTimelineGroup
Family Legacy Financial Solutions, LLC82$39.2K0.03%+113F-HRTimeline
Estabrook Capital Management80$38.2K0.01%-3013F-HRTimeline
Kilter Group LLC79$37.7K0.02%+1013F-HRTimeline
Lowe Wealth Advisors, LLC76$36.3K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.75$35.8K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC75$35.8K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC75$35.8K0.01%+3413F-HRTimeline
Sellwood Investment Partners LLC74$35.3K0.01%new13F-HRTimeline
SWAN Capital LLC73$34.8K0.01%-1513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC73$34.8K0.01%013F-HRTimeline
Joseph Group Capital Management68$32.4K0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…65$31K0.01%+613F-HRTimelineGroup
Manitou Investment Management Ltd.65$31K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…64$30.5K0.02%-2513F-HRTimeline
Sagard Holdings Management Inc.61$29.1K0.15%013F-HRTimeline
Atlantic Edge Private Wealth Management…60$28.6K0.01%-513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…59$28.2K0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC58$27.7K<0.01%+5313F-HRTimeline
Inlight Wealth Management, LLC58$27.7K0.01%013F-HRTimeline
Dogwood Wealth Management LLC55$26.2K0.01%+213F-HRTimeline
Kathleen S. Wright Associates Inc.54$25.8K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC52$24.8K<0.01%+813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC51$24.4K0.01%+2713F-HRTimeline
Front Row Advisors LLC51$24.3K0.01%013F-HRTimeline
Financial Avengers, Inc.50$23.9K0.01%013F-HRTimeline
TFC Financial Management, Inc.48$23K<0.01%+113F-HRTimeline
West Oak Capital, LLC4,704$22.4K0.89%-26813F-HRTimeline
Corundum Trust Company, INC47$22.4K0.05%new13F-HRTimeline
Davis Capital Management43$20.5K0.01%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$20K0.01%013F-HRTimeline
Aspect Partners, LLC38$18.1K0.01%-113F-HRTimeline
Rialto Wealth Management, LLC38$18.1K<0.01%+313F-HRTimeline
Copia Wealth Management38$18.1K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…39$18K<0.01%-313F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.37$17.7K0.05%013F-HRTimeline
Accent Capital Management, LLC37$17.7K0.01%013F-HRTimeline
Fortis Group Advisors, LLC37$17.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.41$17.2K<0.01%-9413F-HRTimeline
STEPH & CO36$17.2K0.01%+413F-HRTimeline
Stone House Investment Management, LLC36$17.2K<0.01%+213F-HRTimeline
Your Advocates Ltd., LLP35$16.7K0.01%013F-HRTimeline
Bare Financial Services, Inc32$15.3K<0.01%+713F-HRTimeline
Breakwater Investment Management32$15.3K0.01%+213F-HRTimeline
JDM Financial Group LLC31$14.8K0.01%013F-HRTimeline
Blume Capital Management, Inc.30$14.3K<0.01%-113F-HRTimeline
Cedar Mountain Advisors, LLC27$13.1K<0.01%-6313F-HRTimeline
Perritt Capital Management Inc26$12.4K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.33$12K0.01%013F-HRTimeline
ICON ADVISERS INC/CO25$11.9K<0.01%013F-HR/ATimeline
Principia Wealth Advisory, LLC25$11.9K0.01%+313F-HRTimeline
Noble Wealth Management PBC25$11.9K0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC25$11.9K<0.01%+513F-HRTimeline
Westend Capital Management, LLC21$10K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC21$9.65K0.01%013F-HRTimeline
DecisionPoint Financial, LLC20$9.62K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC20$9.54K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19$9.07K0.01%+213F-HR/ATimeline
PayPay Securities Corp17$8.19K0.29%+613F-HRTimeline
WINNACLE WEALTH LLC17$8.13K0.01%+1113F-HRTimeline
Red Tortoise LLC17$8.11K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC15$7.16K<0.01%-45213F-HRTimeline
MJT & Associates Financial Advisory Gro…14$6.68K0.01%new13F-HRTimeline
Holos Integrated Wealth LLC13$6.39K<0.01%013F-HRTimeline
S&T Bank/PA13$6.2K<0.01%+313F-HRTimeline
Bayforest Capital Ltd13$6.2K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC11$5.25K<0.01%+1013F-HRTimeline
HFM Investment Advisors, LLC11$5.25K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co9$4.29K<0.01%013F-HRTimeline
DAGCO, INC.8$3.82K<0.01%013F-HRTimeline
Transce3nd, LLC10$3.73K0.03%-44713F-HRTimeline
Richard W. Paul & Associates, LLC6$2.86K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.6$2.86K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC5$2.39K<0.01%+313F-HRTimeline
Westfuller Advisors, LLC5$2.39K<0.01%new13F-HRTimeline
Seneschal Advisors, LLC5$2.39K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC4$1.91K<0.01%013F-HRTimeline
WealthCollab, LLC4$1.91K<0.01%013F-HRTimeline
Redwood Park Advisors LLC4$1.91K<0.01%013F-HRTimeline
Battery Global Advisors, LLC3$1.43K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2$1K<0.01%-29613F-HRTimelineGroup
PFS Partners, LLC2$955<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$954<0.01%13F-HRTimelineGroup
ROSS\JOHNSON & Associates LLC1$4770.01%013F-HRTimeline
Peterson Wealth Services16,142$15.3K+16,12513F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.