Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

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
Cornerstone Financial Management LLC55$31.5K0.03%13F-HR/ATimeline
IFS Advisors, LLC53$30.7K0.02%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC53$30.5K0.01%+213F-HRTimeline
Front Row Advisors LLC51$29.2K0.01%013F-HRTimeline
Financial Avengers, Inc.50$28.8K0.01%013F-HR/ATimeline
Frazier Financial Advisors, LLC48$27.7K0.02%+3313F-HRTimeline
TFC Financial Management, Inc.48$27.6K<0.01%013F-HRTimeline
Torren Management, LLC47$27.1K0.01%13F-HRTimeline
Davis Capital Management43$24.6K0.02%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$24.1K0.02%013F-HRTimeline
Aspect Partners, LLC42$24.1K0.01%+413F-HRTimeline
DiNuzzo Private Wealth, Inc.41$23.5K<0.01%013F-HRTimeline
Greenline Wealth Management LLC41$23.3K0.02%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…41$23K<0.01%-50513F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC40$22.9K0.01%-3313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…39$22K<0.01%013F-HRTimelineGroup
Copia Wealth Management38$21.7K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.37$21.2K<0.01%13F-HRTimeline
Stone House Investment Management, LLC37$21.2K<0.01%+113F-HRTimeline
Fortis Group Advisors, LLC37$21.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.37$21.2K0.06%013F-HRTimeline
Accent Capital Management, LLC37$21.2K0.01%013F-HRTimeline
DecisionPoint Financial, LLC35$20.1K<0.01%+1513F-HRTimeline
Bay Harbor Wealth Management, LLC35$20.1K0.01%+1013F-HRTimeline
Your Advocates Ltd., LLP35$20.1K0.01%013F-HRTimeline
Peterson Wealth Services32$18.3K<0.01%-16,11013F-HRTimeline
Bare Financial Services, Inc32$18.3K0.01%013F-HRTimeline
Breakwater Investment Management32$18.3K0.01%013F-HRTimeline
Blume Capital Management, Inc.30$17.2K<0.01%013F-HRTimeline
NCP Inc.28$16K0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC28$16K0.01%+313F-HRTimeline
Cedar Mountain Advisors, LLC28$15.8K<0.01%+113F-HRTimeline
ICON ADVISERS INC/CO25$14.3K<0.01%013F-HRTimeline
Camelot Portfolios, LLC25$14.3K0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC25$14.3K0.01%new13F-HR/ATimeline
Elevated Capital Advisors, LLC22$12.6K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC21$11.6K0.01%013F-HRTimeline
Estabrook Capital Management20$11.5K<0.01%-6013F-HRTimeline
Game Plan Financial Advisors, LLC20$11.5K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC19$10.9K0.01%+213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19$10.9K0.01%013F-HRTimeline
HFM Investment Advisors, LLC18$10.3K<0.01%+713F-HRTimeline
PayPay Securities Corp17$9.74K0.29%013F-HRTimeline
Red Tortoise LLC17$9.74K<0.01%013F-HRTimeline
JDM Financial Group LLC17$9.74K<0.01%-1413F-HRTimeline
Merited Wealth, LLC16$9.17K0.01%13F-HRTimeline
Investors Portfolio Services LLC15$8.37K0.01%13F-HRTimeline
MJT & Associates Financial Advisory Gro…14$8.02K0.01%013F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC14$8.02K<0.01%+313F-HRTimeline
Holos Integrated Wealth LLC13$7.78K<0.01%013F-HRTimeline
West Financial Advisors, LLC13$7.45K<0.01%-9013F-HRTimeline
Battery Global Advisors, LLC12$6.87K<0.01%+913F-HRTimeline
Westfuller Advisors, LLC12$6.87K<0.01%+713F-HRTimeline
Transce3nd, LLC10$6.39K0.05%013F-HRTimeline
S&T Bank/PA11$6.3K<0.01%-213F-HRTimeline
Investors Research Corp10$5.73K<0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…10$5.73K0.01%new13F-HRTimeline
Cornerstone National Bank & Trust Co9$5.16K<0.01%013F-HRTimeline
DAGCO, INC.8$4.58K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC8$4.58K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC8$4.58K<0.01%13F-HRTimeline
Benson Wealth Management INC8$4.58K0.01%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC7$4.01K<0.01%+213F-HRTimeline
Cypress Capital Management LLC (WY)6$3.44K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC6$3.44K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.6$3.44K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC6$3.44K<0.01%new13F-HRTimeline
Quattro Advisors LLC5$2.89K<0.01%13F-HRTimeline
Seneschal Advisors, LLC5$2.87K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.5$2.86K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4$2.29K<0.01%new13F-HRTimeline
WealthCollab, LLC4$2.29K<0.01%013F-HRTimeline
Redwood Park Advisors LLC4$2.29K<0.01%013F-HRTimeline
Osbon Capital Management LLC4$2.29K<0.01%13F-HRTimeline
LGT Financial Advisors LLC4$2.29K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.3$1.98K<0.01%13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3$1.78K<0.01%new13F-HR/ATimelineGroup
Luken Investment Analytics, LLC3$1.72K<0.01%new13F-HRTimeline
PALLADIEM, LLC2$1.15K<0.01%13F-HRTimeline
PFS Partners, LLC2$1.15K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$1.15K0.02%+113F-HRTimeline
NorthAvenue LLC2$1.15K<0.01%13F-HRTimeline
VESTOR CAPITAL, LLC34,792$2960.03%+34,27513F-HRTimeline
POM Investment Strategies, LLC0$156<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Align Financial, LLC20,623$20.6K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.