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
Accelerate Investment Advisors LLC	305	$325K	0.19%	+21	13F-HR Timeline
Directional Asset Management	305	$325K	0.31%	0	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	305	$325K	0.09%	-14	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	304	$324K	0.12%	-5	13F-HR Timeline
Winthrop Capital Management, LLC	304	$324K	0.08%	0	13F-HR Timeline
Scissortail Wealth Management, LLC	304	$324K	0.06%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	303	$323K	0.08%	0	13F-HR Timeline
Graney & King, LLC	303	$323K	0.12%	+1	13F-HR Timeline
Investment Partners Asset Management, I…	302	$322K	0.18%	+2	13F-HR Timeline
Resurgent Financial Advisors LLC	301	$321K	0.09%	new	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	301	$320K	0.15%	+15	13F-HR Timeline
HTG Investment Advisors, Inc.	300	$320K	0.08%	0	13F-HR Timeline
DELTEC ASSET MANAGEMENT LLC	300	$319K	0.05%	0	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	300	$319K	0.05%	0	13F-HR Timeline
17 CAPITAL PARTNERS, LLC	300	$319K	0.14%	0	13F-HR Timeline
BROOKS, MOORE & ASSOCIATES, INC.	300	$319K	0.14%	0	13F-HR Timeline
Avalon Trust Co	300	$319K	0.02%	0	13F-HR Timeline
C2C Wealth Management, LLC	300	$319K	0.25%	-15	13F-HR Timeline
Broyhill Asset Management, LLC	300	$319K	0.28%	-30	13F-HR/A Timeline
Wingate Wealth Advisors, Inc.	300	$319K	0.14%	0	13F-HR Timeline
Breachway Investments LLC	300	$319K	0.48%	-12	13F-HR Timeline
Carter Financial, LLC	300	$319K	0.24%	0	13F-HR Timeline
S&A Financial Services, Inc.	300	$319K	0.2%	0	13F-HR Timeline
PAYDEN & RYGEL	300	$319K	0.02%	new	13F-HR Timeline
First Fiduciary Investment Counsel, Inc.	300	$319K	0.06%	0	13F-HR Timeline
Ceeto Capital Group, LLC	300	$319K	0.09%	0	13F-HR Timeline
Tower View Wealth Management LLC	299	$318K	0.14%	0	13F-HR Timeline
Morton Brown Family Wealth, LLC	299	$318K	0.07%	+9	13F-HR Timeline
Wealth Advisors Northwest LLC	299	$318K	0.11%	new	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	299	$318K	0.09%	0	13F-HR Timeline
Coign Capital Advisors LLC	298	$318K	0.14%	0	13F-HR Timeline
MCCARTER PRIVATE WEALTH SERVICES LLC	298	$317K	0.11%	-33	13F-HR Timeline
MEMBERS WEALTH LLC	298	$317K	0.17%	+3	13F-HR Timeline
Horizon Investment Services, LLC	297	$317K	0.09%	0	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	298	$317K	0.13%	-4	13F-HR Timeline
Sun Group Wealth Partners	297	$316K	0.22%	0	13F-HR Timeline
Guardian Capital, LLC	296	$315K	0.26%	-87	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	296	$315K	0.06%	-17	13F-HR Timeline
Stonekeep Investments, LLC	295	$315K	0.18%	+3	13F-HR Timeline
Synergy Investment Management, LLC	306	$315K	0.08%	+73	13F-HR Timeline
ENTREWEALTH, LLC	367	$315K	0.12%	new	13F-HR Timeline
SATURNA CAPITAL CORP	295	$314K	<0.01%	0	13F-HR Timeline
Phocas Financial Corp.	295	$314K	0.04%	0	13F-HR Timeline
CM WEALTH ADVISORS LLC	295	$314K	0.06%	new	13F-HR Timeline
JOHN G ULLMAN & ASSOCIATES INC	294	$313K	0.04%	-102	13F-HR Timeline
Martin Capital Partners, LLC	294	$313K	0.12%	0	13F-HR Timeline
Dynamic Technology Lab Private Ltd	294	$313K	0.07%	new	13F-HR Timeline
Blue Water Asset Management	294	$313K	0.1%	new	13F-HR Timeline
Silverleafe Capital Partners, LLC	294	$313K	0.09%	-8	13F-HR Timeline
Symphony Financial Services, Inc.	293	$312K	0.14%	0	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	293	$312K	0.21%	0	13F-HR Timeline
Dunhill Financial, LLC	292	$311K	0.06%	-3	13F-HR Timeline
ATLANTIC FAMILY WEALTH, LLC	292	$311K	0.2%	0	13F-HR Timeline
MARTINGALE ASSET MANAGEMENT L P	291	$310K	0.01%	new	13F-HR Timeline
DIVIDEND ASSETS CAPITAL, LLC	291	$310K	0.06%	0	13F-HR Timeline
Private Wealth Group, LLC	291	$310K	0.12%	+2	13F-HR Timeline
Values First Advisors, Inc.	290	$309K	0.14%	0	13F-HR/A Timeline
Post Resch Tallon Group Inc.	290	$309K	0.21%	0	13F-HR Timeline
TruNorth Capital Management, LLC	290	$309K	0.05%	0	13F-HR Timeline
Stone Wealth Partners	290	$309K	0.23%	new	13F-HR Timeline
Leslie Global Wealth, LLC	290	$309K	0.12%	+1	13F-HR Timeline
Z3 Capital Partners, LLC	290	$309K	0.06%	0	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	289	$308K	0.31%		13F-HR Timeline
Bayforest Capital Ltd	289	$308K	0.28%	+196	13F-HR Timeline
TSFG, LLC	289	$307K	0.04%	+1	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	288	$307K	0.16%	+2	13F-HR Timeline
BARRETT & COMPANY, INC.	288	$307K	0.09%	0	13F-HR Timeline
Eaton-Cambridge Inc.	288	$307K	0.09%	new	13F-HR Timeline
ALGERT GLOBAL LLC	287	$306K	<0.01%	new	13F-HR Timeline
Oath Planning, LLC	287	$306K	0.23%	0	13F-HR Timeline
Avant Capital LLC	287	$305K	0.19%	new	13F-HR Timeline
Aspire Private Capital, LLC	286	$305K	0.06%	0	13F-HR Timeline
Opus Capital Group, LLC	286	$305K	0.03%	0	13F-HR Timeline
MOTCO	286	$305K	0.03%	+66	13F-HR Timeline
Kure Advisory, LLC	286	$305K	0.14%	new	13F-HR Timeline
Financial Sense Advisors, Inc.	285	$303K	0.06%	new	13F-HR Timeline
Sagace Wealth Management LLC	285	$303K	0.19%	-7	13F-HR Timeline
Regatta Research & Money Management	288	$303K	0.29%		13F-HR Timeline
GR FINANCIAL GROUP, LLC	284	$303K	0.04%	new	13F-HR Timeline
CWC Advisors, LLC.	283	$301K	0.13%	-29	13F-HR Timeline
IFG Advisors, LLC	282	$300K	0.04%	new	13F-HR Timeline
Quantum Portfolio Management LLC	282	$300K	0.11%	new	13F-HR Timeline
Triton Wealth Management, PLLC	316	$300K	0.09%	-10	13F-HR Timeline
Avid Wealth Partners LLC	281	$299K	0.14%	new	13F-HR Timeline
Ketron Financial	281	$299K	0.09%	-14	13F-HR Timeline
Seed Wealth Management, Inc.	280	$298K	0.19%	new	13F-HR Timeline
Artesa Financial Group, LLC	279	$297K	0.25%	new	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	279	$297K	0.06%	new	13F-HR Timeline
Claret Asset Management Corp	279	$297K	0.03%	-376	13F-HR Timeline
EARNEST PARTNERS LLC	278	$296K	<0.01%	new	13F-HR Timeline
LifeWealth Investments, LLC	278	$296K	0.08%	-31	13F-HR Timeline
OFS Enterprise LLC	277	$295K	0.08%	new	13F-HR Timeline
PACK Private Wealth, LLC	276	$294K	0.12%	new	13F-HR Timeline
Old Peak Finance LLC	275	$293K	0.14%	new	13F-HR Timeline
BARINGS LLCin group BARINGS LLC	274	$292K	0.01%	-51	13F-HR Timeline Group
Grove Street Fiduciary, LLC	274	$292K	0.12%	new	13F-HR Timeline
STEVENS CAPITAL PARTNERS	274	$292K	0.06%	new	13F-HR Timeline
Whitaker-Myers Wealth Managers, LTD.	273	$291K	0.05%	-15	13F-HR Timeline
Passive Capital Management, LLC.	508	$291K	0.09%	-11	13F-HR Timeline
Oak Barrel Wealth Advisory LLC	273	$291K	0.13%		13F-HR Timeline
Select Asset Management & Trust	272	$290K	0.08%	new	13F-HR Timeline
Global View Capital Management LLC	272	$290K	0.06%	new	13F-HR Timeline
Everest Private Wealth	272	$290K	0.11%	new	13F-HR Timeline
Holistic Financial Partners	270	$288K	0.18%	-721	13F-HR Timeline
Clean Yield Group	270	$288K	0.07%	0	13F-HR Timeline
Indie Asset Partners, LLC	270	$288K	0.28%	new	13F-HR Timeline
Archvest Wealth Advisors, Inc.	270	$287K	0.17%	-120	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	405	$287K	0.01%	0	13F-HR Timeline
NI ACQUISITIONS COMPANY, LLC	8,472	$287K	0.12%		13F-HR Timeline
Slagle Financial, LLC	269	$286K	0.09%	new	13F-HR Timeline
Sunrise Financial Services, LLC	269	$286K	0.17%	0	13F-HR Timeline
LIBRA WEALTH LLC	268	$285K	0.07%	new	13F-HR Timeline
AlphaGrep UK Ltd	268	$285K	0.09%	-335	13F-HR Timeline
Friday Financial	303	$285K	0.08%	-595	13F-HR Timeline
3 FACTOR INDEXING, LLC	267	$284K	0.24%	0	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	267	$284K	0.07%	new	13F-HR Timeline
WPG Advisers, LLC	267	$284K	0.17%	+25	13F-HR Timeline
Evansbrook LLC	267	$284K	0.17%	new	13F-HR Timeline
Sequent Planning LLC	266	$284K	0.06%	-19	13F-HR Timeline
Darwin Wealth Management, LLC	266	$283K	0.08%	+19	13F-HR Timeline
CORSAIR CAPITAL MANAGEMENT, L.P.	266	$283K	0.04%	new	13F-HR Timeline
PRIMORIS WEALTH ADVISORS, LLC	266	$283K	0.13%	new	13F-HR Timeline
ABLE Financial Group, LLC	266	$283K	0.05%	new	13F-HR Timeline
Arkos Global Advisors	266	$283K	0.03%	new	13F-HR Timeline
Thrive Capital Management, LLC	266	$283K	0.05%	-19	13F-HR Timeline
BKM Wealth Management, LLC	265	$282K	0.1%	new	13F-HR Timeline
GARDNER RUSSO & QUINN LLC	265	$282K	<0.01%	-185	13F-HR Timeline
Francis Financial, Inc.	265	$282K	0.05%	new	13F-HR Timeline
Miller Capital Partners, Inc.	265	$282K	0.11%	0	13F-HR Timeline
Eagle Bay Advisors LLC	265	$282K	0.21%	new	13F-HR Timeline
Clarity Wealth Development LLC	264	$281K	0.16%	new	13F-HR Timeline
Navigation Group, LLC	263	$280K	0.05%	new	13F-HR Timeline
Wiser Wealth Management, Inc	263	$280K	0.05%	new	13F-HR Timeline
RiverTree Advisors, LLC	263	$280K	0.17%	new	13F-HR Timeline
GERBER, LLC	262	$279K	0.13%	new	13F-HR Timeline
Nolet Wealth Management, LLC	262	$279K	0.15%	new	13F-HR Timeline
Bear Mountain Capital, Inc.	298	$278K	0.08%	0	13F-HR Timeline
Payne Capital Management, LLC	261	$278K	0.07%	new	13F-HR Timeline
Centennial Wealth Advisory LLC	260	$277K	0.06%	-58	13F-HR Timeline
Cornerstone Planning Group LLC	311	$277K	0.03%	-32	13F-HR Timeline
Odyssey Group, LLC	260	$277K	0.07%		13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	260	$277K	0.11%	new	13F-HR Timeline
MATAURO, LLC	260	$277K	0.04%	new	13F-HR Timeline
AdviceOne Advisory Services, LLC	260	$276K	0.16%	new	13F-HR Timeline
Delos Wealth Advisors, LLC	259	$276K	0.14%	+2	13F-HR Timeline
Quarry LP	259	$276K	0.04%	-328	13F-HR Timeline
Atlas Wealth LLC	258	$275K	0.04%	new	13F-HR Timeline
Smith Partners Wealth Management, LLC	258	$275K	0.22%	new	13F-HR Timeline
BCV Asset Management Inc.	265	$274K	0.01%	new	13F-HR Timeline
MASECO LLP	258	$274K	0.01%	-14	13F-HR Timeline
Crescent Grove Advisors, LLC	256	$273K	0.02%	-123	13F-HR Timeline
Philip James Wealth Mangement, LLC	256	$273K	0.03%	-564	13F-HR Timeline
Avion Wealth	257	$273K	0.05%	-170	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	256	$273K	0.03%	new	13F-HR Timeline
Chaney Capital Management, Inc.	256	$273K	0.09%	new	13F-HR Timeline
Mraz, Amerine & Associates, Inc.	255	$272K	0.04%	new	13F-HR Timeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	255	$272K	0.02%	-327	13F-HR Timeline
SLT Holdings LLC	255	$272K	0.17%	new	13F-HR Timeline
Gaddis Premier Wealth Advisors LLC	255	$272K	0.17%	new	13F-HR Timeline
Winch Advisory Services, LLC	254	$271K	0.06%	+28	13F-HR Timeline
Strategic Point Investment Advisors, LLC	254	$270K	0.04%	new	13F-HR Timeline
Partners in Financial Planning	254	$270K	0.04%	new	13F-HR Timeline
Mountain Capital Investment Advisors In…	254	$270K	0.04%	new	13F-HR Timeline
Fairscale Capital, LLC	253	$269K	0.16%	0	13F-HR Timeline
Triumph Capital Management	253	$269K	0.05%	-3	13F-HR Timeline
LMR Partners LLPin group LMR Partners LLP	252	$268K	<0.01%	new	13F-HR Timeline Group
Talon Private Wealth, LLC	252	$268K	0.03%	-2,042	13F-HR Timeline
Midwest Professional Planners, LTD.	251	$267K	0.05%	new	13F-HR Timeline
MTM Investment Management, LLC	251	$267K	0.08%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	251	$267K	0.03%	0	13F-HR Timeline
Pathway Financial Advisers, LLC	250	$267K	0.07%	new	13F-HR Timeline
AVENIR CORP	250	$266K	0.03%	new	13F-HR Timeline
Tanglewood Wealth Management, Inc.	250	$266K	0.02%	new	13F-HR Timeline
St. Johns Investment Management Company…	250	$266K	0.1%	0	13F-HR Timeline
JACOBSON & SCHMITT ADVISORS, LLC	250	$266K	0.04%	new	13F-HR Timeline
BCGM Wealth Management, LLC	250	$266K	0.06%	new	13F-HR Timeline
Lorne Steinberg Wealth Management Inc.	250	$266K	0.05%	new	13F-HR Timeline
Howard Capital Management Group, LLC	250	$266K	0.02%	new	13F-HR Timeline
Waycross Investment Management Co	250	$266K	0.2%	new	13F-HR Timeline
Gray Private Wealth, LLC	250	$266K	0.12%	new	13F-HR Timeline
Clifford Group, LLC	250	$266K	0.18%	new	13F-HR Timeline
Kampmann Melissa S.	250	$266K	0.2%	new	13F-HR Timeline
Uptown Financial Advisors LLC	250	$266K	0.2%	new	13F-HR Timeline
Legacy Advisory Services, LLC	250	$266K	0.19%	new	13F-HR Timeline
McGinn Penninger Investment Management,…	250	$266K	0.16%	new	13F-HR Timeline
WealthCare Investment Partners, LLC	249	$265K	0.06%	new	13F-HR Timeline
HOME FEDERAL BANK OF TENNESSEE	249	$265K	0.06%	-848	13F-HR Timeline
Fullerton Fund Management Co Ltd.	249	$265K	0.02%	new	13F-HR Timeline
Capstone Wealth Management, LLC	249	$265K	0.12%	new	13F-HR Timeline
VISTA FINANCE, LLC	248	$264K	0.15%	new	13F-HR Timeline
NIXON PEABODY TRUST CO	248	$264K	0.02%	new	13F-HR Timeline
NORTHCAPE WEALTH MANAGEMENT, LLC	248	$264K	0.07%	new	13F-HR Timeline
Van Diest Capital, LLC	248	$264K	0.24%	-308	13F-HR Timeline
TOUNJIAN ADVISORY PARTNERS, LLC	247	$263K	0.11%	new	13F-HR Timeline
BANK HAPOALIM BMin group BANK HAPOALIM BM	247	$263K	0.02%	new	13F-HR Timeline Group
STRATEGY ASSET MANAGERS LLC	246	$262K	0.04%	new	13F-HR Timeline
LifePlan Investment Advisors, Inc.	246	$262K	0.09%	new	13F-HR Timeline
DILLON & ASSOCIATES INC	246	$262K	0.03%	new	13F-HR Timeline
ABSHER WEALTH MANAGEMENT, LLC	246	$262K	0.03%	new	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	246	$262K	0.08%	-37	13F-HR Timeline Group