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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Compton Financial Group, LLC397$281K0.06%+1113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC397$281K0.08%+32313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC396$281K0.09%+2213F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC396$281K0.04%new13F-HRTimeline
Vilga Financial Planning LLC396$281K0.25%-4013F-HRTimeline
Fortis Group Advisors, LLC396$280K0.05%+35913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC395$280K0.1%+213F-HRTimeline
Buska Wealth Management, LLC394$279K0.11%013F-HRTimeline
Great Point Wealth Advisors, LLC394$279K0.05%-2613F-HRTimeline
JM2 Capital Inc.392$278K0.23%+1113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.392$278K0.07%013F-HRTimeline
NDWM LLC392$278K0.18%013F-HRTimeline
AIMZ Investment Advisors, LLC392$277K0.09%013F-HRTimeline
FIDELITY D & D BANCORP INC391$277K0.11%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC391$277K0.13%new13F-HRTimeline
Bolthouse Investments, LLC391$277K0.25%013F-HRTimeline
Turning Point Benefit Group, Inc.385$276K0.18%+2313F-HRTimeline
Archvest Wealth Advisors, Inc.390$276K0.18%-11013F-HRTimeline
Heritage Family Offices, LLP389$276K0.12%new13F-HRTimeline
Owl Creek Wealth Partners LLC389$276K0.1%13F-HRTimeline
Community Financial Services Group, LLC375$274K0.05%new13F-HRTimeline
Allred Capital Management, LLC386$273K0.1%+1713F-HRTimeline
Meridian Wealth Partners, LLC386$273K0.04%+1213F-HRTimeline
Ruedi Wealth Management, Inc.384$272K0.07%013F-HRTimeline
Axecap Investments, LLC384$272K0.19%-1,29313F-HRTimeline
FMB WEALTH MANAGEMENT383$271K0.11%-11013F-HRTimeline
Hobart Private Capital, LLC383$271K0.05%new13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP383$271K0.16%013F-HRTimelineGroup
Guardian Capital, LLC383$271K0.26%-2513F-HRTimeline
Swisher Financial Concepts, Inc.381$270K0.15%+313F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC380$270K0.37%+513F-HRTimeline
Tortuga Wealth Management, Inc380$269K0.25%+1813F-HRTimeline
RIVERSEDGE ADVISORS, LLC380$269K0.04%+1113F-HRTimeline
Strata Wealth Advisors, LLC380$269K0.07%+813F-HRTimeline
Strategic Financial Group, LLC380$269K0.28%13F-HRTimeline
Crescent Grove Advisors, LLC379$269K0.03%new13F-HRTimeline
IRON Financial LLC378$268K0.12%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC378$268K0.08%-1313F-HRTimeline
Ruggiero Investments, Inc.377$267K0.26%-10213F-HRTimeline
Sylvest Advisors, LLC377$267K0.14%+1313F-HRTimeline
KRS Capital Management, LLC375$266K0.16%013F-HRTimeline
Tandem Investment Advisors, Inc.375$266K0.01%-1713F-HRTimeline
WESPAC Advisors, LLC374$265K0.15%new13F-HRTimeline
Silver Lake Advisory, LLC374$265K0.1%+113F-HRTimeline
WP Advisors, LLC373$265K0.07%013F-HRTimeline
Harold Davidson & Associates Inc.373$264K0.13%013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP373$264K0.11%-80813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARRELL INVESTMENT PARTNERS, LLC373$264K0.06%013F-HRTimeline
OakTrust Wealth Advisors, LLC373$264K0.24%-8113F-HRTimeline
VSM Wealth Advisory, LLC373$264K0.08%013F-HRTimeline
Strong Retirement Solutions LLC372$264K0.18%+213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI370$262K0.01%-3013F-HRTimeline
MADDEN SECURITIES Corp370$262K0.08%+1013F-HRTimeline
Navalign, LLC370$262K0.07%013F-HRTimeline
BCO Wealth Management LLC370$262K0.16%013F-HRTimeline
JTC Employer Solutions Trustee Ltd370$262K0.02%-15013F-HRTimeline
ALKEME WEALTH, LLC369$262K0.11%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.369$261K0.09%new13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…368$261K0.23%-61613F-HRTimeline
AGH Wealth Advisors, LLC368$261K0.19%new13F-HRTimeline
Activest Wealth Management367$260K0.05%-22513F-HRTimeline
Mill Creek Capital Advisors, LLC367$260K0.01%+1313F-HRTimeline
Oxler Private Wealth LLC366$259K0.08%-1213F-HRTimeline
Quantum Private Wealth, LLC366$259K0.08%new13F-HRTimeline
Topsail Wealth Management, LLC366$259K0.04%013F-HRTimeline
LANE BROTHERS & CO INC365$259K0.19%013F-HRTimeline
Madrona Financial Services, LLC364$258K0.06%-1113F-HRTimeline
Odyssey Capital Advisors, Inc.363$257K0.23%new13F-HRTimeline
Conservest Capital Advisors, Inc.362$256K0.02%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.362$256K0.09%+813F-HRTimeline
Quaker Wealth Management, LLC361$256K0.08%-1013F-HRTimeline
CORNERSTONE ENTERPRISES, LLC361$256K0.13%-6913F-HRTimeline
SIERRA OCEAN, LLC361$256K0.21%+413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC359$254K0.12%+213F-HRTimeline
Cetera Trust Company, N.A359$254K0.14%013F-HRTimeline
HEADINVEST, LLC358$254K0.05%-2513F-HRTimeline
Warburton Capital Management, LLC322$253K0.12%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…357$253K0.03%-10213F-HRTimeline
Heritage Investment Group, Inc.356$252K0.04%013F-HRTimeline
Outlook Wealth Advisors, LLC372$252K0.06%+713F-HRTimeline
Altar Rock LLC355$252K0.3%-113F-HRTimeline
Boomfish Wealth Group, LLC354$251K0.13%-813F-HRTimeline
TPG Advisors LLC354$251K0.16%013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC354$251K0.06%13F-HRTimeline
V2 Financial group LLC353$250K0.12%new13F-HRTimeline
Global Wealth Strategies & Associates353$250K0.06%+213F-HRTimeline
Dynasty Wealth Management, LLC353$250K<0.01%new13F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC352$249K0.04%013F-HRTimeline
Inlet Private Wealth, LLC352$249K0.06%013F-HRTimeline
Center for Financial Planning, Inc.351$249K0.03%-1313F-HRTimeline
Glass Jacobson Investment Advisors llc351$249K0.09%013F-HRTimeline
Sterling Financial Planning, Inc.351$249K0.07%-2013F-HRTimeline
Prospect Financial Group LLC351$249K0.23%new13F-HRTimeline
Bull Street Advisors, LLC350$248K0.12%013F-HRTimeline
Ulland Investment Advisors, LLC350$248K0.21%-6513F-HRTimeline
Aufman Associates Inc350$248K0.12%013F-HRTimeline
Christensen, King & Associates Investme…350$248K0.11%013F-HRTimeline
Millennium Capital Advisors, LLC350$248K0.15%013F-HRTimeline
CIM, LLC347$246K0.04%new13F-HRTimeline
Cogent Private Wealth, Inc.347$246K0.18%new13F-HRTimeline
Clearwave Capital, LLC346$245K0.17%new13F-HRTimeline
Investment Planning Advisors, Inc.346$245K0.07%new13F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC309$245K0.11%new13F-HRTimeline
HighMark Wealth Management LLC345$245K0.1%013F-HRTimeline
Hopwood Financial Services, Inc.345$244K0.16%-3513F-HRTimeline
Atlatl Advisers LLC344$244K0.18%new13F-HRTimeline
Kellett Wealth Advisors, LLC343$243K0.13%new13F-HRTimeline
Ameliora Wealth Management Ltd.342$242K0.08%013F-HRTimeline
ABNER HERRMAN & BROCK LLC341$242K0.03%new13F-HRTimeline
Rench Wealth Management, Inc.341$241K0.07%new13F-HRTimeline
Park Capital Management, LLC / WI341$241K0.24%-1513F-HRTimeline
Tailwinds Wealth, LLC340$241K0.59%new13F-HRTimeline
FreeGulliver LLC340$241K0.1%new13F-HRTimeline
WIN ADVISORS, INC340$241K0.11%new13F-HRTimeline
Suncoast Equity Management339$240K0.03%new13F-HRTimeline
LVZ, Inc.339$240K0.03%-4113F-HRTimeline
Triton Wealth Management, PLLC326$240K0.09%+213F-HRTimeline
Aspire Capital Advisors LLC338$240K0.05%new13F-HRTimeline
Duncan Williams Asset Management, LLC338$239K0.07%-10013F-HRTimeline
Hurley Capital, LLC337$239K0.13%013F-HRTimeline
Evolution Wealth Advisors, LLC337$239K0.02%new13F-HRTimeline
MEMBERS WEALTH LLC295$239K0.14%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC337$238K0.03%-2013F-HRTimeline
Bear Mountain Capital, Inc.298$238K0.07%013F-HRTimeline
Financial Freedom, LLC335$237K0.12%013F-HRTimeline
CAPE ANN SAVINGS BANK335$237K0.12%new13F-HRTimeline
Strid Group, LLC335$237K0.03%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT335$237K0.08%-2213F-HRTimeline
Macro Advisors, Inc.334$236K0.1%13F-HRTimeline
Clark Wealth Partners333$236K0.16%+2113F-HRTimeline
Investment Advisory Group, LLC333$236K0.06%new13F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC333$236K0.01%new13F-HRTimelineGroup
Stewardship Advisors, LLC333$236K0.05%new13F-HRTimeline
Powers Advisory Group, LLC332$235K0.08%-4013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC332$235K0.17%013F-HRTimeline
Pinnacle Family Advisors, LLC331$235K0.11%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC331$234K0.05%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC331$234K0.1%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.330$234K0.13%new13F-HRTimeline
FIDUCIENT ADVISORS LLC330$234K0.03%-2713F-HRTimeline
Broyhill Asset Management, LLC330$234K0.23%-4013F-HRTimeline
Novak & Powell Financial Services, Inc.330$234K0.13%new13F-HRTimeline
Serenity Investment Advisors265$233K0.11%new13F-HRTimeline
All Terrain Financial Advisors, LLC329$233K0.07%new13F-HRTimeline
Lazard Freres Gestion S.A.S.330$233K<0.01%new13F-HRTimeline
Belleair Asset Management, LLC328$232K0.21%new13F-HRTimeline
Towerpoint Wealth, LLC327$232K0.09%new13F-HRTimeline
Hidden Cove Wealth Management, LLC327$232K0.15%new13F-HRTimeline
NerdWallet Wealth Partners, LLC326$231K0.1%new13F-HRTimeline
Burk Holdings LLC326$231K0.1%new13F-HRTimeline
BARINGS LLCin group BARINGS LLC325$230K<0.01%new13F-HRTimelineGroup
Intergy Private Wealth, LLC325$230K0.07%-45413F-HRTimeline
Breachway Investments LLC312$228K0.22%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…321$227K0.03%new13F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV320$227K0.12%new13F-HRTimeline
Carmel Capital Partners, LLC320$227K0.08%new13F-HRTimeline
Alessandra Capital Management, LLC320$227K0.19%new13F-HRTimeline
PFW Advisors LLC319$226K0.07%new13F-HRTimeline
Peak Planning Group, LLC319$226K0.06%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC319$226K0.07%new13F-HRTimeline
Curran Financial Partners, LLC318$225K0.04%new13F-HRTimeline
HILL ISLAND FINANCIAL LLC318$225K0.05%new13F-HRTimeline
BetterWealth, LLC318$225K0.04%new13F-HRTimeline
Centennial Wealth Advisory LLC318$225K0.05%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC317$225K0.06%new13F-HRTimeline
Lewis Asset Management, LLC316$224K0.09%new13F-HRTimeline
Clark & Stuart, Inc316$224K0.15%new13F-HRTimeline
Salvus Wealth Management, LLC315$223K0.13%new13F-HRTimeline
C2C Wealth Management, LLC315$223K0.19%new13F-HRTimeline
PMG Wealth Management, Inc.315$223K0.16%new13F-HRTimeline
Sterling Manor Financial, LLC315$223K0.14%new13F-HRTimeline
WealthTrust Asset Management, LLC314$223K0.13%new13F-HRTimeline
Per Stirling Capital Management, LLC.314$223K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC288$222K0.14%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT313$222K0.05%new13F-HRTimeline
Goldstein Advisors, LLC313$222K0.02%-11213F-HRTimeline
Dupree Financial Group, LLC313$222K0.09%-3813F-HRTimeline
RIA Advisory Group LLC313$222K0.05%new13F-HRTimeline
CWC Advisors, LLC.312$221K0.11%new13F-HRTimeline
Peak Asset Management, LLC312$221K0.04%new13F-HRTimeline
Wood Tarver Financial Group, LLC313$221K0.06%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC311$220K0.06%new13F-HRTimeline
Strategic Planning, Inc.311$220K0.11%new13F-HRTimeline
BigSur Wealth Management LLC310$220K0.06%new13F-HRTimeline
Global Strategic Investment Solutions, …310$220K0.02%new13F-HRTimeline
McDonough Capital Management, Inc310$220K0.12%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC309$219K0.09%new13F-HRTimeline
Cedarwood Wealth LLC309$219K0.22%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL309$219K0.05%new13F-HRTimeline
LifeWealth Investments, LLC309$219K0.07%-15613F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.308$218K0.07%013F-HRTimeline
TRUST CO OF OKLAHOMA308$218K0.06%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC308$218K0.03%new13F-HRTimeline
Canandaigua National Trust Co of Florida308$218K0.18%new13F-HRTimeline
Quantum Financial Planning Services, In…308$218K0.08%new13F-HRTimeline
Aspen Wealth Management LLC308$218K0.04%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…307$218K0.03%new13F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC307$217K0.02%new13F-HRTimeline
Apriem Advisors307$217K0.02%new13F-HRTimeline
Applied Capital LLC307$217K0.08%-4413F-HRTimeline