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
NDWM LLC	392	$417K	0.25%	0	13F-HR Timeline
Vilga Financial Planning LLC	392	$417K	0.32%	-4	13F-HR Timeline
AIMZ Investment Advisors, LLC	392	$417K	0.11%	0	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	391	$416K	0.24%	-46	13F-HR Timeline
William Mack & Associates, Inc.	391	$416K	0.15%	new	13F-HR Timeline
Bolthouse Investments, LLC	391	$416K	0.34%	0	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	390	$415K	0.06%	+10	13F-HR Timeline
JM2 Capital Inc.	387	$412K	0.28%	-5	13F-HR Timeline
FMB WEALTH MANAGEMENT	387	$412K	0.15%	+4	13F-HR Timeline
Austin Asset Management Co Inc	387	$412K	0.06%	-227	13F-HR Timeline
Fortis Group Advisors, LLC	386	$411K	0.07%	-10	13F-HR Timeline
CLEAR WAVE WEALTH MANAGEMENT LLC	386	$411K	0.09%	+32	13F-HR Timeline
SSA SWISS ADVISORS AG	385	$410K	0.15%	new	13F-HR Timeline
Conservest Capital Advisors, Inc.	385	$409K	0.03%	+23	13F-HR Timeline
Ruedi Wealth Management, Inc.	384	$409K	0.1%	0	13F-HR Timeline
Allred Capital Management, LLC	384	$409K	0.13%	-2	13F-HR Timeline
Tortuga Wealth Management, Inc	384	$409K	0.31%	+4	13F-HR Timeline
AMES NATIONAL CORPin group AMES NATIONAL CORP	383	$408K	0.22%	0	13F-HR Timeline Group
IAG Wealth Partners, LLC	383	$408K	0.04%	-20	13F-HR Timeline
LifeGuide Financial Advisors, LLC	382	$406K	0.12%	new	13F-HR Timeline
IRON Financial LLC	380	$405K	0.17%	+2	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	380	$405K	0.03%	-433	13F-HR Timeline
Michael Brady & Co., LLC	380	$405K	0.36%	-20	13F-HR Timeline
Strategic Financial Group, LLC	380	$405K	0.39%	0	13F-HR Timeline
FIDELITY D & D BANCORP INC	379	$404K	0.14%	-12	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	378	$403K	0.12%	0	13F-HR Timeline
ForthRight Wealth Management, LLC	378	$403K	0.1%	-43	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	376	$400K	0.1%	+65	13F-HR Timeline
PURSUIT WEALTH STRATEGIES, LLC	375	$400K	0.52%	-5	13F-HR Timeline
KRS Capital Management, LLC	375	$400K	0.19%	0	13F-HR Timeline
Global Wealth Strategies & Associates	374	$398K	0.08%	+21	13F-HR Timeline
Silver Lake Advisory, LLC	374	$398K	0.14%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	373	$398K	0.11%	0	13F-HR Timeline
HARRELL INVESTMENT PARTNERS, LLC	373	$397K	0.09%	0	13F-HR Timeline
Harold Davidson & Associates Inc.	373	$397K	0.17%	0	13F-HR Timeline
OakTrust Wealth Advisors, LLC	373	$397K	0.34%	0	13F-HR Timeline
J. M. Brown & Associates Inc.	373	$397K	0.23%		13F-HR Timeline
Port Capital LLC	372	$396K	0.02%	new	13F-HR Timeline
Financial Harvest, LLC	372	$396K	0.16%	+84	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	371	$395K	0.06%	-95	13F-HR Timeline
Marietta Wealth Management, LLC	371	$395K	0.04%	new	13F-HR Timeline
Boomfish Wealth Group, LLC	371	$395K	0.18%	+17	13F-HR Timeline
R2 Capital Strategies, LLC	370	$394K	0.18%		13F-HR Timeline
Investment Advisory Group, LLC	370	$394K	0.09%	+37	13F-HR Timeline
MADDEN SECURITIES Corp	370	$394K	0.11%	0	13F-HR Timeline
Navalign, LLC	370	$394K	0.09%	0	13F-HR Timeline
BCO Wealth Management LLC	370	$394K	0.21%	0	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	370	$394K	0.03%	0	13F-HR Timeline
ALKEME WEALTH, LLC	370	$394K	0.15%	+1	13F-HR Timeline
LVZ, Inc.	369	$393K	0.04%	+30	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	369	$393K	0.13%	0	13F-HR Timeline
WESPAC Advisors, LLC	368	$392K	0.19%	-6	13F-HR Timeline
Ruggiero Investments, Inc.	368	$392K	0.33%	-9	13F-HR Timeline
Topsail Wealth Management, LLC	367	$391K	0.05%	+1	13F-HR Timeline
Oxler Private Wealth LLC	366	$390K	0.11%	0	13F-HR Timeline
LANE BROTHERS & CO INC	365	$389K	0.25%	0	13F-HR Timeline
Kellett Wealth Advisors, LLC	365	$388K	0.18%	+22	13F-HR Timeline
LM Advisors LLC	365	$388K	0.04%	+107	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	364	$388K	0.03%	new	13F-HR Timeline Group
Madrona Financial Services, LLC	364	$387K	0.07%	0	13F-HR Timeline
SEVEN MILE ADVISORY	363	$387K	0.26%	-124	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	362	$386K	0.04%	+25	13F-HR Timeline
Quaker Wealth Management, LLC	362	$385K	0.11%	+1	13F-HR Timeline
PW Nova Financial Services LLC	362	$385K	0.08%	-59	13F-HR Timeline
Destiny Wealth Partners, LLC	472	$385K	0.05%	-282	13F-HR Timeline
CORNERSTONE ENTERPRISES, LLC	361	$384K	0.18%	0	13F-HR Timeline
WAYSTONE ADVISORS LLC	360	$383K	0.29%	+77	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	621	$383K	0.09%	-629	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	359	$382K	0.16%	0	13F-HR Timeline
Cetera Trust Company, N.A	359	$382K	0.19%	0	13F-HR Timeline
Polymer Capital Management (US) LLC	357	$380K	0.06%	-3,643	13F-HR Timeline
Cogent Private Wealth, Inc.	357	$380K	0.24%	+10	13F-HR Timeline
Cedarwood Wealth LLC	356	$379K	0.29%	+47	13F-HR Timeline
Heritage Investment Group, Inc.	356	$379K	0.05%	0	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	355	$378K	0.11%	-7	13F-HR Timeline
Diversified Portfolios, Inc.	355	$378K	0.03%	-215	13F-HR Timeline
Prospect Financial Group LLC	354	$377K	0.3%	+3	13F-HR Timeline
TPG Advisors LLC	354	$377K	0.21%	0	13F-HR Timeline
V2 Financial group LLC	353	$376K	0.14%	0	13F-HR Timeline
TL Private Wealth	400	$376K	0.14%	0	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	353	$376K	0.11%	new	13F-HR Timeline
SIERRA OCEAN, LLC	353	$376K	0.26%	-8	13F-HR Timeline
Bauman Advisory Group, LLC	352	$375K	0.2%	new	13F-HR Timeline
FOUNDERS CAPITAL MANAGEMENT, LLC	352	$375K	0.06%	0	13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	352	$375K	0.02%	+19	13F-HR Timeline Group
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	352	$375K	0.04%	+207	13F-HR Timeline
Inlet Private Wealth, LLC	352	$374K	0.09%	0	13F-HR Timeline
Centiva Capital, LP	351	$374K	0.01%	+51	13F-HR Timeline
Center for Financial Planning, Inc.	351	$374K	0.03%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	351	$374K	0.12%	0	13F-HR Timeline
Bull Street Advisors, LLC	350	$373K	0.17%	0	13F-HR Timeline
MBM WEALTH CONSULTANTS, LLC	350	$373K	0.07%	+182	13F-HR Timeline
Aufman Associates Inc	350	$373K	0.15%	0	13F-HR Timeline
Christensen, King & Associates Investme…	350	$373K	0.15%	0	13F-HR Timeline
Millennium Capital Advisors, LLC	350	$373K	0.2%	0	13F-HR Timeline
N10 WEALTH, LLC	350	$373K	0.13%		13F-HR Timeline
N10 ASSETS, LLC	350	$373K	0.16%		13F-HR Timeline
Everest Financial Group LLC	349	$371K	0.05%	+54	13F-HR Timeline
CIM, LLC	348	$370K	0.05%	+1	13F-HR Timeline
Allied Private Wealth LLC	390	$370K	0.24%		13F-HR Timeline
Clearwave Capital, LLC	347	$369K	0.2%	+1	13F-HR Timeline
HighMark Wealth Management LLC	345	$368K	0.12%	0	13F-HR Timeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	345	$367K	0.13%	-1,441	13F-HR Timeline
Park Capital Management, LLC / WI	344	$367K	0.22%	+3	13F-HR Timeline
Sylvest Advisors, LLC	344	$366K	0.17%	-33	13F-HR Timeline
Aspire Capital Advisors LLC	343	$365K	0.07%	+5	13F-HR Timeline
Atlatl Advisers LLC	343	$365K	0.09%	-1	13F-HR Timeline
CLG LLC	343	$365K	0.08%	new	13F-HR Timeline
Meramec Financial Planners, LLC	418	$365K	0.13%	0	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	342	$364K	0.08%	-50	13F-HR Timeline
Outlook Wealth Advisors, LLC	342	$364K	0.08%	-30	13F-HR Timeline
Ameliora Wealth Management Ltd.	342	$364K	0.11%	0	13F-HR Timeline
Rench Wealth Management, Inc.	341	$364K	0.1%	0	13F-HR Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…	341	$363K	0.05%	+34	13F-HR Timeline
Elmwood Wealth Management, Inc.	341	$363K	0.09%	new	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	341	$363K	0.15%	+242	13F-HR Timeline Group
tru Independence LLC	339	$361K	0.16%	-84	13F-HR Timeline
Altar Rock LLC	339	$361K	0.53%	-16	13F-HR Timeline
Hurley Capital, LLC	338	$360K	0.19%	+1	13F-HR Timeline
Duncan Williams Asset Management, LLC	338	$360K	0.08%	0	13F-HR Timeline
Spectrum Planning & Advisory Services I…	338	$360K	0.16%	-478	13F-HR Timeline
NORTHBRIDGE FINANCIAL GROUP, LLC	337	$359K	0.14%	+28	13F-HR Timeline
Odyssey Capital Advisors, Inc.	336	$357K	0.26%	-27	13F-HR Timeline
Financial Freedom, LLC	335	$357K	0.16%	0	13F-HR Timeline
Strid Group, LLC	335	$357K	0.04%	0	13F-HR Timeline
Macro Advisors, Inc.	335	$356K	0.11%	+1	13F-HR Timeline
Warburton Capital Management, LLC	335	$356K	0.14%	+13	13F-HR Timeline
Whelan Financial	334	$356K	0.1%	+36	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	334	$356K	0.15%	-57	13F-HR Timeline
Advisory Advocates, LLC	334	$356K	0.3%	new	13F-HR Timeline
Stronghold Wealth Management L.L.C.	334	$356K	0.48%	-197	13F-HR Timeline
Clark Wealth Partners	334	$355K	0.2%	+1	13F-HR Timeline
Pachira Investments Inc.	333	$355K	0.13%	-66	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	333	$355K	0.25%	+1	13F-HR/A Timeline
Intergy Private Wealth, LLC	333	$355K	0.08%	+8	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	333	$355K	0.06%	+2	13F-HR Timeline
PFW Advisors LLC	332	$354K	0.1%	+13	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	330	$352K	0.19%	0	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	330	$351K	0.27%	-135	13F-HR Timeline
GRANVILLE CAPITAL, INC.	330	$351K	0.16%	+30	13F-HR Timeline
FIDUCIENT ADVISORS LLC	330	$351K	0.05%	0	13F-HR Timeline
Stewardship Advisors, LLC	330	$351K	0.07%	-3	13F-HR Timeline
Capital Asset Managemnet, LLC	330	$351K	0.79%	-246	13F-HR Timeline
Aspen Wealth Management LLC	330	$351K	0.06%	+22	13F-HR Timeline
Lazard Freres Gestion S.A.S.	330	$351K	0.01%	0	13F-HR Timeline
All Terrain Financial Advisors, LLC	329	$350K	0.07%	0	13F-HR Timeline
Ruggaard & Associates LLC	329	$350K	0.13%	-112	13F-HR Timeline
Powers Advisory Group, LLC	328	$350K	0.11%	-4	13F-HR Timeline
OBERWEIS ASSET MANAGEMENT INC/	328	$350K	0.01%	-80	13F-HR Timeline
Belleair Asset Management, LLC	328	$349K	0.29%	0	13F-HR Timeline
NerdWallet Wealth Partners, LLC	328	$349K	0.12%	+2	13F-HR Timeline
Brick & Kyle, Associates	493	$349K	0.12%	0	13F-HR Timeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	327	$348K	0.2%	+7	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	327	$348K	0.08%	+10	13F-HR Timeline
Sterling Financial Planning, Inc.	327	$348K	0.09%	-24	13F-HR Timeline
Burk Holdings LLC	326	$347K	0.13%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	326	$347K	0.08%	+13	13F-HR Timeline
Nicholas Wealth, LLC.	326	$347K	0.19%	new	13F-HR Timeline
Quantum Private Wealth, LLC	325	$346K	0.09%	-41	13F-HR Timeline
Hoese & Co LLP	325	$346K	0.22%	new	13F-HR Timeline
WP Advisors, LLC	325	$346K	0.08%	-48	13F-HR Timeline
Bienville Capital Management, LLC	324	$345K	0.05%	new	13F-HR Timeline
Carmel Capital Partners, LLC	324	$345K	0.11%	+4	13F-HR Timeline
Curran Financial Partners, LLC	323	$344K	0.05%	+5	13F-HR Timeline
Arkfeld Wealth Strategies, L.L.C.	354	$344K	0.1%	-20	13F-HR Timeline
Storgate, LLC	322	$343K	0.07%	new	13F-HR Timeline
TRUST CO OF OKLAHOMA	321	$342K	0.09%	+13	13F-HR Timeline
Mosley Wealth Management	320	$341K	0.11%	-1	13F-HR Timeline
Pinnacle Family Advisors, LLC	320	$341K	0.14%	-11	13F-HR Timeline
Per Stirling Capital Management, LLC.	320	$341K	0.03%	+6	13F-HR Timeline
CAPE ANN SAVINGS BANK	320	$341K	0.16%	-15	13F-HR Timeline
Alessandra Capital Management, LLC	320	$341K	0.24%	0	13F-HR Timeline
Peak Planning Group, LLC	319	$340K	0.08%	0	13F-HR Timeline
Richmond Investment Services, LLC	318	$339K	0.11%	-739	13F-HR Timeline
BetterWealth, LLC	318	$339K	0.06%	0	13F-HR Timeline
Integrated Quantitative Investments LLC	318	$339K	0.06%	new	13F-HR Timeline
HILL ISLAND FINANCIAL LLC	317	$338K	0.07%	-1	13F-HR Timeline
MARS JEWETT FINANCIAL GROUP, INC.	316	$337K	0.07%	+8	13F-HR Timeline
Parkwoods Wealth Partners, LLC	315	$335K	0.05%	new	13F-HR Timeline
PMG Wealth Management, Inc.	315	$335K	0.21%	0	13F-HR Timeline
Hopwood Financial Services, Inc.	315	$335K	0.19%	-30	13F-HR Timeline
WealthTrust Asset Management, LLC	314	$335K	0.18%	0	13F-HR Timeline
VISTA INVESTMENT MANAGEMENT	314	$334K	0.1%	-21	13F-HR Timeline
Riverstone Advisors, LLC	314	$334K	0.14%	+22	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	313	$334K	0.05%	new	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	313	$333K	0.01%	new	13F-HR Timeline Group
Dupree Financial Group, LLC	313	$333K	0.12%	0	13F-HR Timeline
RIA Advisory Group LLC	313	$333K	0.07%	0	13F-HR Timeline
Peak Asset Management, LLC	312	$332K	0.05%	0	13F-HR Timeline
FreeGulliver LLC	312	$332K	0.12%	-28	13F-HR Timeline
Global Strategic Investment Solutions, …	311	$331K	0.03%	+1	13F-HR Timeline
BigSur Wealth Management LLC	310	$330K	0.08%	0	13F-HR Timeline
McDonough Capital Management, Inc	310	$330K	0.16%	0	13F-HR Timeline
GFG Capital, LLC	310	$330K	0.09%	new	13F-HR Timeline
Corsicana & Co.	309	$329K	0.16%	+220	13F-HR Timeline
RESOLUTE CAPITAL, LLC	308	$328K	0.11%	+4	13F-HR Timeline
TEALWOOD ASSET MANAGEMENT INC	307	$327K	0.13%	0	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	307	$327K	0.02%	0	13F-HR Timeline
Apriem Advisors	307	$327K	0.03%	0	13F-HR Timeline
Applied Capital LLC	307	$327K	0.11%	0	13F-HR Timeline