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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
INSTRUMENTAL WEALTH, LLC276$208K0.12%new13F-HRTimeline
Turning Point Benefit Group, Inc.362$207K0.11%+3013F-HRTimeline
Boomfish Wealth Group, LLC362$207K0.11%-23913F-HRTimeline
Tortuga Wealth Management, Inc362$207K0.22%13F-HRTimeline
MADDEN SECURITIES Corp360$206K0.06%new13F-HRTimeline
Wick Capital Partners, LLC359$206K0.04%new13F-HR/ATimeline
Cetera Trust Company, N.A359$206K0.11%013F-HRTimeline
Tranquility Partners, LLC357$205K0.07%new13F-HRTimeline
First National Bank of Hutchinson357$205K0.12%new13F-HRTimeline
FIDUCIENT ADVISORS LLC357$205K0.03%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT357$205K0.07%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC357$205K0.1%new13F-HRTimeline
Gambit Capital Management, LLC357$205K0.15%13F-HRTimeline
SIERRA OCEAN, LLC357$204K0.17%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC357$204K0.02%-20613F-HRTimeline
Sandro Wealth Management LLC356$204K0.17%13F-HRTimeline
Park Capital Management, LLC / WI356$204K0.15%new13F-HRTimeline
Heritage Investment Group, Inc.356$204K0.03%new13F-HRTimeline
Altar Rock LLC356$204K0.24%13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.354$203K0.07%new13F-HRTimeline
Mill Creek Capital Advisors, LLC354$203K<0.01%new13F-HRTimeline
TPG Advisors LLC354$203K0.13%new13F-HRTimeline
Legacy Wealth Advisors, LLC353$202K0.13%13F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC352$202K0.03%new13F-HRTimeline
Inlet Private Wealth, LLC352$201K0.05%new13F-HRTimeline
Global Wealth Strategies & Associates351$201K0.05%+2013F-HRTimeline
Glass Jacobson Investment Advisors llc351$201K0.07%013F-HRTimeline
Applied Capital LLC351$201K0.08%new13F-HRTimeline
Dupree Financial Group, LLC351$201K0.07%new13F-HRTimeline
SLT Holdings LLC351$201K0.13%new13F-HRTimeline
Bull Street Advisors, LLC350$201K0.09%new13F-HRTimeline
Aufman Associates Inc350$201K0.1%new13F-HRTimeline
Christensen, King & Associates Investme…350$201K0.09%new13F-HRTimeline
Millennium Capital Advisors, LLC350$201K0.12%new13F-HRTimeline
Z3 Capital Partners, LLC350$201K0.05%13F-HRTimeline
Clarkston Capital Partners, LLC350$201K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC345$198K0.08%-913F-HRTimeline
Ameliora Wealth Management Ltd.342$196K0.06%013F-HRTimeline
Hurley Capital, LLC337$193K0.11%+113F-HRTimeline
Bear Mountain Capital, Inc.298$193K0.06%-4813F-HRTimeline
Financial Freedom, LLC335$192K0.1%-7513F-HRTimeline
Garton & Associates Financial Advisors …326$187K0.1%13F-HRTimeline
Cornerstone Planning Group LLC285$183K0.03%-2513F-HRTimeline
Clark Wealth Partners312$179K0.11%013F-HRTimeline
Graney & King, LLC308$176K0.1%+113F-HRTimeline
Winthrop Capital Management, LLC304$174K0.04%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.301$172K0.06%+14013F-HRTimeline
Dunhill Financial, LLC295$169K0.04%+1013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC292$167K<0.01%013F-HRTimelineGroup
TSFG, LLC292$167K0.02%+3813F-HRTimeline
Triumph Capital Management291$167K0.04%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.290$166K0.01%-12,09213F-HRTimelineGroup
Morton Brown Family Wealth, LLC290$166K0.05%013F-HRTimeline
Delos Wealth Advisors, LLC287$164K0.11%+3013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/283$162K0.06%013F-HRTimelineGroup
WPG Advisers, LLC278$159K0.12%+213F-HRTimeline
State of Wyoming275$158K0.02%-20013F-HRTimeline
Vinland Capital Management Gestora de R…275$158K1.92%-11413F-HRTimeline
Clean Yield Group270$155K0.04%-813F-HRTimeline
New Millennium Group LLC269$154K0.07%-2513F-HRTimeline
BARRETT & COMPANY, INC.268$154K0.05%013F-HRTimeline
WELLINGTON-ALTUS USA INC.266$152K0.11%13F-HRTimeline
Tower View Wealth Management LLC265$152K0.08%013F-HRTimeline
Miller Capital Partners, Inc.265$152K0.08%13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.264$151K0.03%13F-HRTimelineGroup
Entelevest, LLC259$148K0.15%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…257$148K<0.01%-25813F-HRTimeline
Sunrise Financial Services, LLC254$146K0.11%13F-HRTimeline
Fairscale Capital, LLC253$145K0.1%013F-HRTimeline
Winch Advisory Services, LLC252$144K0.03%-1513F-HRTimeline
JNBA Financial Advisors251$144K0.01%+1213F-HRTimeline
MTM Investment Management, LLC251$144K0.05%013F-HRTimeline
MASECO LLP250$143K0.01%new13F-HRTimeline
St. Johns Investment Management Company…250$143K0.06%013F-HRTimeline
Horizons Wealth Management249$143K0.09%013F-HRTimeline
Darwin Wealth Management, LLC247$142K0.04%013F-HRTimeline
XY Capital Ltd237$136K0.14%new13F-HRTimeline
1015 Capital Partners, LLC237$136K0.13%13F-HRTimeline
WOLFF WIESE MAGANA LLC232$133K0.07%-3713F-HRTimeline
Capital Advisors, Ltd. LLC230$132K0.01%+3113F-HRTimeline
KERR FINANCIAL PLANNING Corp193$131K0.18%013F-HR/ATimeline
SWISS RE LTDin group SWISS RE LTD228$131K0.01%13F-HRTimelineGroup
Creative Capital Management Investments…228$131K0.04%013F-HRTimeline
Horrell Capital Management, Inc.226$129K0.06%013F-HRTimeline
BFSG, LLC223$128K0.01%-2213F-HRTimeline
MOTCO220$126K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC219$126K0.08%+313F-HRTimeline
Hughes Financial Services, LLC219$125K0.02%-413F-HRTimeline
Canton Hathaway, LLC217$124K0.02%013F-HRTimeline
Covestor Ltd216$124K0.06%-113F-HRTimeline
GODSEY & GIBB, INC216$124K0.01%-213F-HRTimeline
Centerpoint Advisors, LLC215$123K0.04%013F-HRTimeline
GoalVest Advisory LLC212$121K0.02%+7913F-HRTimeline
RAM Investment Partners, LLC211$121K0.02%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.210$120K0.08%-813F-HRTimeline
Paladin Partners, LLC207$119K0.09%13F-HRTimeline
CHELSEA COUNSEL CO200$115K0.05%013F-HRTimeline
Murphy & Mullick Capital Management Corp200$115K0.08%+1113F-HRTimeline
Evelyn Partners Investment Management (…200$115K0.04%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$115K0.09%013F-HRTimeline
High Note Wealth, LLC199$114K0.02%+3513F-HRTimeline
SFAM, LLC195$112K0.1%13F-HRTimeline
Nvest Wealth Strategies, Inc.192$110K0.08%13F-HRTimeline
Silicon Valley Capital Partners192$110K0.01%+113F-HRTimeline
New England Capital Financial Advisors …189$108K0.04%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC188$108K0.03%013F-HRTimeline
CDKV HOLDINGS LLC187$107K0.09%13F-HRTimeline
Kemnay Advisory Services Inc.186$107K0.02%new13F-HRTimeline
Founders Capital Management180$103K0.05%013F-HRTimeline
IMA Advisory Services, Inc.172$98.5K0.01%+2413F-HRTimeline
Tacita Capital Inc169$96.8K0.06%+1013F-HRTimeline
Advantage Trust Co167$95.7K0.04%-37013F-HRTimeline
RMG Wealth Management LLC149$95.7K0.01%+1313F-HRTimeline
CGC Financial Services, LLC166$95.1K0.03%013F-HRTimeline
Bruce G. Allen Investments, LLC166$95.1K0.06%-3213F-HRTimeline
Millstone Evans Group, LLC166$95.1K0.06%+3213F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC165$94.5K0.05%013F-HRTimeline
Lodestone Wealth Management LLC162$92.6K0.04%new13F-HRTimeline
DV Trading LLC160$91.7K0.01%13F-HRTimeline
Sachetta, LLC159$91.1K0.05%-7013F-HRTimeline
Banque de Luxembourg S.A.158$90.5K0.04%013F-HRTimeline
Essential Partners LLC153$87.7K0.03%+3913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC152$87.1K0.04%013F-HRTimeline
Catherine Avery Investment Management L…152$87.1K0.05%-13113F-HRTimeline
Quest 10 Wealth Builders, Inc.149$85.4K0.08%-913F-HRTimeline
Private Wealth Management Group, LLC149$85.4K0.02%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…145$83.1K0.01%013F-HRTimeline
Bullseye Investment Management, LLC145$83.1K0.04%new13F-HRTimeline
WHI TRUST Co LLC142$81.3K0.06%13F-HRTimeline
Commonwealth Retirement Investments LLC142$81.2K0.03%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$77.9K0.01%013F-HRTimeline
American Capital Advisory, LLC135$77.5K0.03%-67713F-HRTimeline
SYNTAX RESEARCH, INC.135$77.3K0.05%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC130$74.7K0.03%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.108$74.6K0.03%-23613F-HRTimeline
REDMONT WEALTH ADVISORS LLC129$73.9K0.11%013F-HRTimeline
Kingdom Financial Group LLC.126$72.4K0.02%new13F-HRTimeline
Midwest Capital Advisors, LLC125$71.9K0.03%-2813F-HRTimeline
Robinswood Financial LLC124$71.2K0.02%013F-HRTimeline
United Financial Planning Group LLC122$70.1K0.04%new13F-HRTimeline
Park Place Capital Corp120$68.7K0.01%-413F-HRTimeline
Joseph Group Capital Management119$68.2K0.02%+5113F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P115$65.9K<0.01%-3,38813F-HRTimelineGroup
Ares Financial Consulting, LLC115$65.9K0.06%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC113$64.8K0.04%+1413F-HRTimeline
Valued Wealth Advisors LLC112$63.9K0.03%+2713F-HRTimeline
Curat Global, LLC110$63K0.07%013F-HRTimeline
Daytona Street Capital LLC110$63K0.05%13F-HRTimeline
Innovative Advisory Group, LLC110$63K0.04%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$60.9K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC105$60.2K0.02%+3013F-HRTimeline
Birchwood Financial Partners, Inc.105$60.2K0.06%13F-HRTimeline
Howard Hughes Medical Institute101$57.9K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT100$57.3K<0.01%013F-HRTimeline
Kimelman & Baird, LLC100$57.3K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.100$57.3K0.01%-7213F-HRTimeline
Fourth Dimension Wealth, LLC100$57.3K0.02%013F-HRTimeline
Beacon Financial Strategies CORP100$57.3K0.03%new13F-HRTimeline
Advocate Investing Services LLC100$57.3K0.05%13F-HRTimeline
Corsicana & Co.99$56.7K0.03%013F-HRTimeline
Kilter Group LLC97$55.6K0.02%+1813F-HRTimeline
Retirement Wealth Solutions LLC97$55.3K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC96$55.1K0.04%013F-HRTimeline
Compass Financial Services Inc95$54.3K0.02%013F-HRTimeline
Caitlin John, LLC93$53.3K0.03%-76513F-HRTimeline
Dogwood Wealth Management LLC93$53.3K0.02%+3813F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …91$52.1K<0.01%new13F-HRTimelineGroup
Brooklands Fund Management Ltd151$50.6K0.03%new13F-HRTimeline
DB Fitzpatrick & Co, Inc88$50.4K0.04%013F-HRTimeline
Harbor Asset Planning, Inc.88$50.2K0.04%013F-HRTimeline
Walsh & Associates, LLC87$49.8K0.05%13F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC82$47K0.01%-113F-HRTimelineGroup
Mascoma Wealth Management LLC81$46.4K0.01%+613F-HRTimeline
IFC & Insurance Marketing, Inc.81$46K0.05%13F-HRTimeline
Dorato Capital Management72$46K0.03%13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP78$44.7K<0.01%new13F-HRTimelineGroup
Strive Financial Group ,LLC78$44.7K0.02%13F-HR/ATimeline
STEPH & CO76$43.5K0.01%+4013F-HRTimeline
Financial Network Wealth Advisors LLC76$43.5K0.05%-1613F-HRTimeline
Ankerstar Wealth, LLC75$43.2K0.04%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…75$43K0.02%+1613F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.75$43K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$42.6K<0.01%-4813F-HRTimeline
Sellwood Investment Partners LLC74$42.4K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC74$42.4K0.01%new13F-HRTimeline
Atomic Invest LLC73$41.9K0.02%13F-HRTimeline
Vermillion & White Wealth Management Gr…73$41.8K0.02%+913F-HRTimeline
SWAN Capital LLC73$41.8K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.71$40.7K0.03%-1913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…65$37.2K0.01%013F-HRTimelineGroup
Manitou Investment Management Ltd.65$37.2K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…65$37.2K0.01%+513F-HRTimeline
Key Capital Management, INC62$35.5K0.04%13F-HRTimeline
Monetary Solutions, Ltd61$35.1K0.03%13F-HRTimeline
Kings Path Partners LLC61$34.9K0.01%-17613F-HRTimeline
Noble Wealth Management PBC60$34.4K0.02%+3513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC59$33.8K0.01%+713F-HRTimeline
Marquette Asset Management, LLC58$33.2K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC58$33.2K0.01%013F-HRTimeline
Rialto Wealth Management, LLC56$32.1K0.01%+1813F-HRTimeline