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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
TEALWOOD ASSET MANAGEMENT INC307$217K0.1%new13F-HRTimeline
Directional Asset Management305$216K0.2%new13F-HRTimeline
Scissortail Wealth Management, LLC304$215K0.04%new13F-HRTimeline
RESOLUTE CAPITAL, LLC304$215K0.09%new13F-HRTimeline
Winthrop Capital Management, LLC304$215K0.06%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…303$215K0.06%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC302$214K0.09%-11213F-HRTimeline
Graney & King, LLC302$214K0.12%-613F-HRTimeline
Silverleafe Capital Partners, LLC302$214K0.06%new13F-HRTimeline
First Fiduciary Investment Counsel, Inc.300$213K0.04%new13F-HRTimeline
Ceeto Capital Group, LLC300$213K0.07%new13F-HRTimeline
HTG Investment Advisors, Inc.300$213K0.06%new13F-HRTimeline
DELTEC ASSET MANAGEMENT LLC300$213K0.04%new13F-HRTimeline
Investment Partners Asset Management, I…300$213K0.13%new13F-HRTimeline
GRANVILLE CAPITAL, INC.300$213K0.11%new13F-HRTimeline
FFT WEALTH MANAGEMENT LLC300$213K0.04%new13F-HRTimeline
Centiva Capital, LP300$213K0.01%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC300$213K0.11%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.300$213K0.11%new13F-HRTimeline
Avalon Trust Co300$213K0.01%-7513F-HRTimeline
Wingate Wealth Advisors, Inc.300$213K0.11%new13F-HRTimeline
Bannerstone Capital Management, LLC300$213K0.2%new13F-HRTimeline
Carter Financial, LLC300$213K0.18%new13F-HRTimeline
S&A Financial Services, Inc.300$213K0.15%13F-HRTimeline
Tower View Wealth Management LLC299$212K0.11%+3413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC299$212K0.07%new13F-HRTimeline
Coign Capital Advisors LLC298$211K0.11%new13F-HRTimeline
Whelan Financial298$211K0.07%new13F-HRTimeline
New Covenant Trust Company, N.A.298$211K0.19%new13F-HRTimeline
Horizon Investment Services, LLC297$211K0.07%new13F-HRTimeline
Sun Group Wealth Partners297$210K0.17%new13F-HRTimeline
Post Resch Tallon Group Inc.290$210K0.17%new13F-HRTimeline
NIA IMPACT ADVISORS, LLC296$210K0.09%-52513F-HRTimeline
Dunhill Financial, LLC295$209K0.05%013F-HRTimeline
SATURNA CAPITAL CORP295$209K<0.01%new13F-HRTimeline
Phocas Financial Corp.295$209K0.03%new13F-HRTimeline
Ketron Financial295$209K0.07%new13F-HRTimeline
Everest Financial Group LLC295$209K0.03%new13F-HRTimeline
Flavin Financial Services, Inc.294$209K0.14%new13F-HRTimeline
Martin Capital Partners, LLC294$208K0.08%new13F-HRTimeline
Symphony Financial Services, Inc.293$208K0.11%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…293$208K0.17%new13F-HRTimeline
Riverstone Advisors, LLC292$207K0.1%new13F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC292$207K0.15%new13F-HRTimeline
Sagace Wealth Management LLC292$207K0.14%-12113F-HRTimeline
Stonekeep Investments, LLC292$207K0.13%new13F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC291$206K0.04%new13F-HRTimeline
DLK Investment Management, LLC291$206K0.08%new13F-HRTimeline
Samalin Investment Counsel, LLC291$206K0.07%new13F-HRTimeline
TruNorth Capital Management, LLC290$205K0.04%new13F-HRTimeline
Morton Brown Family Wealth, LLC290$205K0.05%013F-HRTimeline
Z3 Capital Partners, LLC290$205K0.05%-6013F-HRTimeline
Values First Advisors, Inc.290$205K0.11%new13F-HRTimeline
Tribridge Partners Financial LLC286$205K0.08%new13F-HRTimeline
Private Wealth Group, LLC289$205K0.1%new13F-HR/ATimeline
Leslie Global Wealth, LLC289$205K0.11%new13F-HRTimeline
Weinberger Asset Management, Inc289$205K0.08%new13F-HRTimeline
BARRETT & COMPANY, INC.288$204K0.07%+2013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.288$204K0.04%-10013F-HRTimeline
TSFG, LLC288$204K0.03%-413F-HRTimeline
Financial Harvest, LLC288$204K0.12%new13F-HRTimeline
Oath Planning, LLC287$204K0.18%new13F-HRTimeline
Opus Capital Group, LLC286$203K0.02%new13F-HRTimeline
Aspire Private Capital, LLC286$203K0.05%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC286$203K0.12%+1013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC286$202K0.11%new13F-HRTimeline
Thrive Capital Management, LLC285$202K0.04%new13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC280$202K0.11%new13F-HRTimeline
Sequent Planning LLC285$202K0.05%new13F-HRTimeline
Scarborough Advisors, LLC284$201K0.02%new13F-HRTimeline
Accelerate Investment Advisors LLC284$201K0.13%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/283$200K0.07%013F-HRTimelineGroup
WAYSTONE ADVISORS LLC283$200K0.18%new13F-HRTimeline
Creative Capital Management Investments…279$198K0.06%+5113F-HRTimeline
State of Wyoming274$194K0.02%-113F-HRTimeline
MASECO LLP272$193K0.01%+2213F-HRTimeline
Clean Yield Group270$191K0.05%013F-HRTimeline
Sunrise Financial Services, LLC269$191K0.14%+1513F-HRTimeline
3 FACTOR INDEXING, LLC267$189K0.18%13F-HRTimeline
Miller Capital Partners, Inc.265$188K0.09%013F-HRTimeline
Delos Wealth Advisors, LLC257$182K0.1%-3013F-HRTimeline
Triumph Capital Management256$181K0.04%-3513F-HRTimeline
Fairscale Capital, LLC253$179K0.12%013F-HRTimeline
Capital Advisors, Ltd. LLC251$178K0.02%+2113F-HRTimeline
MTM Investment Management, LLC251$178K0.06%013F-HRTimeline
St. Johns Investment Management Company…250$177K0.07%013F-HRTimeline
Horizons Wealth Management249$176K0.12%013F-HRTimeline
Darwin Wealth Management, LLC247$175K0.05%013F-HRTimeline
JNBA Financial Advisors246$174K0.01%-513F-HRTimeline
WPG Advisers, LLC242$171K0.13%-3613F-HRTimeline
WOLFF WIESE MAGANA LLC239$169K0.09%+713F-HRTimeline
1015 Capital Partners, LLC238$169K0.16%+113F-HRTimeline
Synergy Investment Management, LLC233$165K0.05%new13F-HRTimeline
Miller Global Investments, LLC233$165K0.15%new13F-HRTimeline
SWISS RE LTDin group SWISS RE LTD228$162K0.99%013F-HRTimelineGroup
Winch Advisory Services, LLC226$160K0.04%-2613F-HRTimeline
BFSG, LLC224$159K0.02%+113F-HRTimeline
Hughes Financial Services, LLC223$158K0.02%+413F-HRTimeline
GODSEY & GIBB, INC222$157K0.01%+613F-HRTimeline
KERR FINANCIAL PLANNING Corp192$156K0.11%-113F-HR/ATimeline
MOTCO220$156K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC219$155K0.1%013F-HRTimeline
Canton Hathaway, LLC217$154K0.03%013F-HRTimeline
Mosley Wealth Management321$153K0.07%-13113F-HRTimeline
Centerpoint Advisors, LLC215$152K0.05%013F-HRTimeline
GoalVest Advisory LLC212$150K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.210$149K0.1%013F-HRTimeline
Evergreen Advisors, LLC210$149K0.03%new13F-HRTimeline
High Note Wealth, LLC209$148K0.03%+1013F-HRTimeline
Paladin Partners, LLC207$147K0.11%013F-HRTimeline
Murphy & Mullick Capital Management Corp202$143K0.11%+213F-HRTimeline
CHELSEA COUNSEL CO200$142K0.06%013F-HR/ATimeline
Horrell Capital Management, Inc.200$142K0.06%-2613F-HRTimeline
Evelyn Partners Investment Management (…200$142K0.05%013F-HRTimeline
Sachetta, LLC198$140K0.08%+3913F-HRTimeline
Private Wealth Management Group, LLC197$140K0.04%+4813F-HRTimeline
SFAM, LLC195$138K0.13%013F-HRTimeline
RMG Wealth Management LLC149$138K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC152$137K0.07%013F-HRTimeline
Nvest Wealth Strategies, Inc.193$136K0.1%+113F-HRTimeline
Financial Life Planners191$135K0.1%new13F-HRTimeline
New England Capital Financial Advisors …189$134K0.04%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC188$133K0.04%013F-HRTimeline
Bruce G. Allen Investments, LLC184$130K0.09%+1813F-HRTimeline
Founders Capital Management180$128K0.06%013F-HRTimeline
CDKV HOLDINGS LLC177$125K0.11%-1013F-HRTimeline
True Link Financial Advisors, LLC174$123K0.01%new13F-HR/ATimeline
IMA Advisory Services, Inc.172$122K0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC168$119K0.03%new13F-HRTimeline
Joseph Group Capital Management168$119K0.03%+4913F-HRTimeline
CGC Financial Services, LLC166$118K0.03%013F-HRTimeline
Millstone Evans Group, LLC166$118K0.07%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC165$117K0.05%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$115K0.09%013F-HRTimeline
Essential Partners LLC159$113K0.04%+613F-HRTimeline
Ares Financial Consulting, LLC153$112K0.09%+3813F-HRTimeline
Lodestone Wealth Management LLC157$111K0.04%-513F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC151$107K0.06%+3813F-HRTimeline
Quest 10 Wealth Builders, Inc.149$106K0.09%013F-HRTimeline
Kemnay Advisory Services Inc.149$106K0.02%-3713F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.149$106K0.05%+4113F-HRTimeline
Advantage Trust Co148$105K0.05%-1913F-HRTimeline
PALLADIEM, LLC132$104K0.1%+13013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…145$103K0.01%013F-HRTimeline
Bullseye Investment Management, LLC145$103K0.06%013F-HRTimeline
WHI TRUST Co LLC142$101K0.08%013F-HRTimeline
American Capital Advisory, LLC140$99.4K0.04%+513F-HRTimeline
Lloyd Advisory Services, LLC.137$96.7K0.03%new13F-HRTimeline
Kingdom Financial Group LLC.137$96.7K0.03%+1113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$96.4K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.135$95.6K0.06%013F-HRTimeline
United Financial Planning Group LLC134$95.2K0.06%+1213F-HRTimeline
Measured Wealth Private Client Group, L…133$94.3K0.03%-30613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC131$92.5K0.03%+113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC130$92.3K0.03%+2513F-HRTimeline
Ankerstar Wealth, LLC127$90.2K0.1%+5213F-HRTimeline
Midwest Capital Advisors, LLC125$88.9K0.04%013F-HRTimeline
PROTECTIVE LIFE CORP125$88.6K0.29%new13F-HRTimeline
Robinswood Financial LLC124$88.3K0.03%013F-HR/ATimeline
Kimelman & Baird, LLC124$87.8K0.01%+2413F-HRTimeline
Valued Wealth Advisors LLC123$86.9K0.04%+1113F-HRTimeline
Dogwood Wealth Management LLC120$85K0.04%+2713F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC117$82.9K0.03%+3513F-HRTimelineGroup
Daytona Street Capital LLC110$80.8K0.06%013F-HRTimeline
Park Place Capital Corp111$78.6K0.02%-913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$75.3K0.04%013F-HRTimeline
Birchwood Financial Partners, Inc.105$74.4K0.07%013F-HRTimeline
Financial Management Professionals, Inc.104$73.7K0.01%+413F-HRTimeline
GILL CAPITAL PARTNERS, LLC100$70.8K0.02%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT100$70.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$70.8K0.03%013F-HRTimeline
Beacon Financial Strategies CORP100$70.8K0.04%013F-HRTimeline
Advocate Investing Services LLC100$70.8K0.06%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…99$70.1K0.03%+2413F-HRTimelineGroup
STANCE CAPITAL LLC99$70.1K0.03%new13F-HRTimeline
Covestor Ltd98$70K0.05%-11813F-HRTimeline
Catherine Avery Investment Management L…98$69.4K0.03%-5413F-HRTimeline
Kilter Group LLC97$68.7K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC96$68.2K0.05%013F-HRTimeline
Retirement Wealth Solutions LLC95$67K0.04%-213F-HRTimeline
Bayforest Capital Ltd93$65.9K0.07%-42113F-HRTimeline
Caitlin John, LLC92$65.2K0.04%-113F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …91$64.5K<0.01%013F-HRTimelineGroup
Banque de Luxembourg S.A.89$63.1K0.03%-6913F-HRTimeline
DB Fitzpatrick & Co, Inc88$62.3K0.05%013F-HRTimeline
Walsh & Associates, LLC88$62.3K0.06%+113F-HRTimeline
Harbor Asset Planning, Inc.88$62.1K0.05%013F-HRTimeline
Intentional Wealth Strategies, LLC87$61.6K0.06%13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P84$59.5K<0.01%-3113F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC81$57.4K0.01%+2213F-HRTimeline
Mascoma Wealth Management LLC81$57.4K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC79$56.1K0.01%+2613F-HRTimeline
Merkkuri Wealth Advisors LLC79$55.9K0.04%new13F-HRTimeline
Dorato Capital Management72$55.6K0.04%013F-HRTimeline
Strive Financial Group ,LLC78$55K0.03%013F-HRTimeline
Financial Network Wealth Advisors LLC76$53.8K0.06%013F-HRTimeline
Accent Capital Management, LLC76$53.8K0.03%+3913F-HR/ATimeline
Atomic Invest LLC80$53.7K0.03%+713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.75$53.1K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC75$53.1K<0.01%new13F-HRTimeline