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Disclosery

CAT CATERPILLAR INC

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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.

HolderSharesValue% of portfolioChangeSource
Fermata Advisors, LLC467$268K0.06%+313F-HRTimeline
LifeWealth Investments, LLC465$266K0.08%013F-HRTimeline
Foguth Wealth Management, LLC.445$266K0.04%13F-HRTimeline
Kassira Wealth Management LLC462$265K0.25%+213F-HRTimeline
Summit Wealth Group, LLC461$264K0.06%+1613F-HRTimeline
DAVIS-REA LTD.460$264K0.07%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…459$263K0.04%+813F-HRTimeline
AWM CAPITAL, LLC457$262K0.02%-113F-HRTimeline
Coston, McIsaac & Partners458$262K0.06%+11113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC457$262K0.18%+213F-HRTimeline
Schaeffer Financial LLC457$262K0.23%+113F-HRTimeline
Hoxton Planning & Management, LLC456$261K0.08%+2613F-HRTimeline
Walker Asset Management, LLC456$261K0.14%013F-HRTimeline
Brown Financial Advisory456$261K0.13%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.455$261K0.14%-4413F-HRTimeline
Semus Wealth Partners LLC455$261K0.14%+113F-HRTimeline
OakTrust Wealth Advisors, LLC454$260K0.24%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC454$260K0.07%+513F-HRTimeline
Ruggaard & Associates LLC453$260K0.1%-313F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC453$260K<0.01%new13F-HRTimelineGroup
American Trust453$260K0.02%-8713F-HRTimeline
Coordinated Financial Services, Inc.450$258K0.15%-1513F-HRTimeline
Michael Brady & Co., LLC450$258K0.26%13F-HRTimeline
Rayburn West Financial Services LLC450$258K0.16%13F-HRTimeline
Discipline Wealth Solutions, LLC449$257K0.05%new13F-HRTimeline
Verity & Verity, LLC448$257K0.02%+1013F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/448$256K0.01%+2213F-HRTimeline
Cushing Capital Partners, LLC446$256K0.19%-15213F-HRTimeline
Piscataqua Savings Bank446$255K0.18%013F-HRTimeline
GFG Capital, LLC445$255K0.09%-1813F-HRTimeline
LeClair Wealth Partners LLC445$255K0.15%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.444$254K0.11%013F-HRTimeline
Woodward Financial Advisors, Inc.444$254K0.1%013F-HRTimeline
Edgemoor Investment Advisors, Inc.443$254K0.02%-10013F-HRTimeline
Wisconsin Wealth Advisors, LLC443$254K0.25%013F-HRTimeline
Brand Asset Management Group, Inc.442$253K0.07%+813F-HRTimeline
Fractal Investments LLC442$253K0.04%013F-HRTimeline
Storen Legacy Partners, LLC441$253K0.08%13F-HRTimeline
KIRR MARBACH & CO LLC /IN/440$252K0.05%013F-HRTimeline
VANCE WEALTH, LLC440$252K0.07%-5713F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC440$252K0.03%-31613F-HRTimelineGroup
Connecticut Capital Management Group, L…440$252K0.24%13F-HRTimeline
Measured Wealth Private Client Group, L…439$252K0.07%-4813F-HRTimeline
Summit Financial Wealth Advisors, LLC438$251K0.04%+213F-HRTimeline
Peck Wealth Management, LLC437$250K0.24%013F-HRTimeline
Vilga Financial Planning LLC436$250K0.24%13F-HRTimeline
Newport Capital Group, LLC436$250K0.15%new13F-HR/ATimeline
Pine Harbor Wealth Management, LLC436$249K0.08%+113F-HRTimeline
Moody Aldrich Partners LLC435$249K0.05%013F-HRTimeline
DDFG, Inc435$249K0.05%013F-HRTimeline
Tenzing Financial LLC434$249K0.2%13F-HRTimeline
Berkshire Money Management, Inc.434$249K0.02%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd434$249K0.01%-26,17913F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC433$248K0.08%new13F-HRTimeline
Nvest Financial, LLC433$248K0.1%new13F-HRTimeline
GGM Financial LLC432$247K0.12%+113F-HRTimeline
TL Private Wealth400$247K0.1%013F-HR/ATimeline
MATTERS CAPITAL LLC431$247K0.2%13F-HRTimeline
CORNERSTONE ENTERPRISES, LLC430$246K0.12%+513F-HRTimeline
GW&K Investment Management, LLC427$245K<0.01%+1113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…427$245K0.06%new13F-HRTimeline
Richard P Slaughter Associates Inc427$245K0.05%013F-HRTimeline
McIlrath & Eck, LLC427$245K0.02%013F-HRTimeline
Echo45 Advisors LLC426$244K0.14%-913F-HRTimeline
MinichMacGregor Wealth Management, LLC425$244K0.04%-36813F-HRTimeline
Rubicon Advisors, GP425$244K0.23%13F-HRTimeline
White Knight Strategic Wealth Advisors,…425$243K0.18%-29813F-HRTimeline
Goldstein Advisors, LLC425$243K0.03%-4313F-HRTimeline
tru Independence LLC423$243K0.06%013F-HRTimeline
EJMK Ventures LLC423$242K0.15%13F-HRTimeline
Magnolia Private Wealth, LLC423$242K0.17%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC332$242K0.17%013F-HRTimeline
ForthRight Wealth Management, LLC421$241K0.07%013F-HRTimeline
Veery Capital, LLC421$241K0.07%-2613F-HRTimeline
Great Point Wealth Advisors, LLC420$241K0.04%new13F-HRTimeline
CapWealth Advisors, LLC420$241K0.02%013F-HR/ATimeline
Gordian Advisors LLC419$240K0.16%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.419$240K0.02%013F-HRTimeline
TABR Capital Management, LLC419$240K0.16%new13F-HR/ATimeline
PENNINGTON PARTNERS & CO., LLC419$240K0.1%new13F-HRTimeline
JMN Financial LLC418$239K0.24%13F-HRTimeline
Avion Wealth419$239K0.05%+113F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.308$239K0.07%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC416$239K0.04%new13F-HRTimeline
Emerald Advisors, LLC416$238K0.03%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC415$238K0.17%-1113F-HRTimeline
Ulland Investment Advisors, LLC415$238K0.19%013F-HRTimeline
GSG Advisors LLC415$238K0.06%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC414$237K0.1%new13F-HRTimeline
MOR Wealth Management, LLC414$237K0.11%13F-HRTimeline
Cambridge Financial Group, LLC653$237K0.08%013F-HRTimeline
Tanager Wealth Management LLP413$237K0.02%new13F-HRTimeline
Sagace Wealth Management LLC413$237K0.16%-3813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC412$236K0.06%new13F-HRTimelineGroup
My Personal CFO, LLC412$236K0.1%new13F-HRTimeline
DUNCKER STREETT & CO INC411$235K0.04%+113F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)410$235K0.08%new13F-HRTimeline
Bell Investment Advisors, Inc410$235K0.04%+4413F-HRTimeline
StoryOne LLC0$235K0.14%13F-HRTimelineAmount filed as zero, left out of ratios.
Intelligence Driven Advisers, LLC409$234K0.03%new13F-HRTimeline
PEOPLES BANK /OH409$234K0.15%new13F-HRTimeline
Guardian Capital, LLC408$234K0.21%13F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO407$233K0.04%new13F-HRTimeline
Rodgers & Associates, LTD406$233K0.02%new13F-HRTimeline
Northern Capital Management, Inc.406$233K0.12%new13F-HRTimeline
Bravias Capital Group, LLC406$233K0.14%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…406$233K0.05%new13F-HRTimeline
TSG Advice Partners, LLC403$231K0.04%13F-HRTimeline
Pavion Blue Capital, LLC403$231K0.1%new13F-HRTimeline
Oakwell Private Wealth Management, LLC403$231K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IAG Wealth Partners, LLC403$231K0.03%-5013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC402$230K0.06%-2113F-HRTimeline
NWM ADVISORS, LLC401$230K0.2%13F-HRTimeline
SAGE FINANCIAL GROUP INC400$229K0.02%new13F-HRTimeline
PARTHENON LLC400$229K0.02%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI400$229K0.02%new13F-HRTimeline
PROFFITT & GOODSON INC400$229K0.03%new13F-HRTimeline
Guild Investment Management, Inc.400$229K0.17%new13F-HRTimeline
BANQUE PICTET & CIE SA400$229K<0.01%new13F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC400$229K0.12%new13F-HRTimeline
FSA Advisors, Inc.400$229K0.16%-87113F-HRTimeline
North Ridge Wealth Advisors, Inc.400$229K0.13%013F-HRTimeline
Altiora Financial Group, LLC400$229K0.04%-5713F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC400$229K0.18%-10013F-HRTimeline
AGP FRANKLIN, LLC400$229K0.11%new13F-HRTimeline
Innovative Wealth Building LLC400$229K0.17%new13F-HRTimeline
BIRCHBROOK, INC.400$229K0.11%013F-HRTimeline
Barnes Wealth Management Group, Inc400$229K0.12%new13F-HRTimeline
Rydar Equities, Inc.400$229K0.18%-8213F-HRTimeline
Autumn Glory Partners, LLC397$227K0.08%new13F-HRTimeline
Mosley Wealth Management452$227K0.1%13F-HRTimeline
Diametric Capital, LP396$227K0.06%new13F-HRTimeline
M3 Advisory Group, LLC396$227K0.14%new13F-HRTimeline
Tactive Advisors, LLC396$227K0.07%-6013F-HRTimeline
Triton Wealth Management, PLLC324$226K0.09%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC393$226K0.08%new13F-HRTimeline
Buska Wealth Management, LLC394$225K0.08%new13F-HRTimeline
HOEY INVESTMENTS, INC393$225K0.03%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.392$225K0.05%new13F-HRTimeline
Tandem Investment Advisors, Inc.392$225K0.01%-4413F-HRTimeline
NDWM LLC392$225K0.15%new13F-HRTimeline
Saxony Capital Management, LLC392$224K0.14%new13F-HRTimeline
AIMZ Investment Advisors, LLC392$224K0.06%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC391$224K0.06%new13F-HRTimeline
FIDELITY D & D BANCORP INC391$224K0.1%-5213F-HRTimeline
Bolthouse Investments, LLC391$224K0.2%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.374$223K0.08%new13F-HRTimeline
Piedmont Capital Management, LLC/NC388$222K0.15%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.388$222K0.05%new13F-HRTimeline
Betterment LLC386$221K<0.01%new13F-HRTimeline
Compton Financial Group, LLC386$221K0.05%new13F-HRTimeline
Fortitude Family Office, LLC385$221K0.05%-21613F-HRTimeline
Fonville Wealth Management LLC385$221K0.05%new13F-HRTimeline
Ruedi Wealth Management, Inc.384$220K0.06%new13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP383$219K0.13%new13F-HRTimelineGroup
HEADINVEST, LLC383$219K0.04%new13F-HRTimeline
JM2 Capital Inc.381$218K0.18%13F-HRTimeline
CONNABLE OFFICE INC381$218K0.02%new13F-HRTimeline
LVZ, Inc.380$218K0.02%new13F-HR/ATimeline
LCM Capital Management Inc380$218K0.11%new13F-HRTimeline
Hopwood Financial Services, Inc.380$217K0.15%-4413F-HRTimeline
Swisher Financial Concepts, Inc.378$217K0.12%new13F-HRTimeline
Oxler Private Wealth LLC378$216K0.06%new13F-HRTimeline
PW Nova Financial Services LLC361$216K0.08%13F-HRTimeline
GK Wealth Management LLC375$215K0.16%-6813F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC375$215K0.3%13F-HRTimeline
KRS Capital Management, LLC375$215K0.12%new13F-HRTimeline
Avalon Trust Co375$215K0.01%-413F-HRTimeline
Glass Wealth Management Co LLC375$215K0.09%new13F-HRTimeline
Madrona Financial Services, LLC375$215K0.05%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC374$214K0.07%new13F-HRTimeline
Meridian Wealth Partners, LLC374$214K0.03%new13F-HRTimeline
Silver Lake Advisory, LLC373$214K0.08%new13F-HRTimeline
Harold Davidson & Associates Inc.373$214K0.09%new13F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC373$214K0.05%new13F-HRTimeline
WP Advisors, LLC373$213K0.05%new13F-HRTimeline
VSM Wealth Advisory, LLC373$213K0.06%-3013F-HRTimeline
Powers Advisory Group, LLC372$213K0.08%new13F-HRTimeline
Strata Wealth Advisors, LLC372$213K0.06%new13F-HRTimeline
Quaker Wealth Management, LLC371$213K0.07%+1713F-HRTimeline
Sterling Financial Planning, Inc.371$213K0.06%new13F-HRTimeline
Mascagni Wealth Management, Inc.370$212K0.16%new13F-HRTimeline
Navalign, LLC370$212K0.05%new13F-HRTimeline
Broyhill Asset Management, LLC370$212K0.19%new13F-HRTimeline
BCO Wealth Management LLC370$212K0.13%new13F-HRTimeline
Strong Retirement Solutions LLC370$212K0.14%13F-HRTimeline
Shulman DeMeo Asset Management LLC369$212K0.05%-6213F-HRTimeline
Wealthquest Corp369$211K0.02%new13F-HRTimeline
Allred Capital Management, LLC369$211K0.08%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC369$211K0.03%new13F-HRTimeline
ALKEME WEALTH, LLC369$211K0.09%new13F-HRTimeline
Asset Allocation Strategies LLC367$210K0.04%new13F-HRTimeline
Topsail Wealth Management, LLC366$210K0.03%new13F-HRTimeline
Carter Financial Group, INC.366$210K0.12%new13F-HRTimeline
LANE BROTHERS & CO INC365$209K0.15%13F-HRTimeline
Outlook Wealth Advisors, LLC365$209K0.05%new13F-HRTimeline
Center for Financial Planning, Inc.364$209K0.02%+1413F-HRTimeline
Wealth Advisory Solutions, LLC364$209K0.05%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC364$209K0.07%-7613F-HRTimeline
Sylvest Advisors, LLC364$208K0.11%-33513F-HRTimeline