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Disclosery

CAT CATERPILLAR INC

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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.

HolderSharesValue% of portfolioChangeSource
Briggs Wealth Management, Inc246$262K0.24%new13F-HRTimeline
Insight Wealth Strategies, LLC264$262K0.03%new13F-HRTimeline
GK Wealth Management LLC245$261K0.16%new13F-HRTimeline
WT Wealth Management244$260K0.07%new13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC291$259K0.12%+1113F-HRTimeline
Englebert Financial Advisers, LLC243$259K0.26%new13F-HRTimeline
Prairiewood Capital, LLC242$258K0.07%new13F-HRTimeline
Samalin Investment Counsel, LLC242$258K0.08%-4913F-HRTimeline
CapWealth Advisors, LLC242$258K0.02%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.242$258K0.03%new13F-HR/ATimeline
Alley Investment Management Company, LLC242$258K0.03%new13F-HRTimeline
Hughes Financial Services, LLC242$258K0.03%+1913F-HRTimeline
Wallace Advisory Group, LLC241$257K0.24%new13F-HRTimeline
Joel Adams & Associates, Inc.241$257K0.16%new13F-HRTimeline
RAM Investment Partners, LLC241$257K0.04%-21813F-HRTimeline
Shared Vision Wealth Group LLC241$256K0.09%new13F-HRTimeline
PCG Wealth Advisors, LLC240$256K0.06%new13F-HRTimeline
Wallington Asset Management, LLC240$256K0.03%new13F-HRTimeline
United Super Pty Ltd in its capacity as…240$256K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC240$256K0.1%new13F-HRTimeline
Gross & Hartman Investments LLC239$255K0.11%new13F-HRTimeline
Provident Wealth Management, LLC239$255K0.07%new13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…239$254K0.06%new13F-HRTimeline
Dedeker Financial LLC238$253K0.14%new13F-HRTimeline
1015 Capital Partners, LLC238$253K0.21%013F-HRTimeline
Financial Planning Navigators CORP237$252K0.09%new13F-HRTimeline
JNBA Financial Advisors237$252K0.02%-913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC237$252K0.01%new13F-HRTimeline
Davis Capital Management237$252K0.15%+19413F-HRTimeline
Salus Financial Advisors, LLC237$252K0.12%new13F-HRTimeline
McClarren Financial Advisors, Inc.236$251K0.13%new13F-HRTimeline
Orcam Financial Group236$251K0.12%new13F-HRTimeline
Gambit Capital Management, LLC236$251K0.15%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.235$250K0.08%new13F-HRTimeline
DAVIS-REA LTD.235$250K0.07%new13F-HRTimeline
Palatine Hill Wealth Management, LLC235$250K0.2%new13F-HRTimeline
Schiavi & Co LLC235$250K0.07%new13F-HRTimeline
Tribridge Partners Financial LLC286$250K0.1%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT234$249K0.06%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…234$249K0.06%new13F-HRTimeline
Liberty Capital Management, Inc.233$248K0.04%13F-HRTimeline
Arta Finance Wealth Management LLC233$248K0.11%new13F-HRTimeline
Sky Investment Group LLC233$248K0.04%new13F-HRTimeline
Tempus Wealth Planning, LLC232$247K0.05%new13F-HRTimeline
Sachetta, LLC232$247K0.12%+3413F-HRTimeline
Randolph Co Inc231$246K0.02%new13F-HRTimeline
Audent Global Asset Management, LLC231$246K0.27%new13F-HRTimeline
Maltin Wealth Management, Inc.230$245K0.08%new13F-HRTimeline
Chronos Wealth Management, LLC230$245K0.11%new13F-HRTimeline
Hummer Financial Advisory Services Inc230$245K0.16%new13F-HRTimeline
REICON WEALTH ADVISORS, LLC230$245K0.15%-37013F-HRTimeline
Midwest Financial Network, LLC229$244K0.17%new13F-HRTimeline
WEALTHGARDEN F.S. LLC229$243K0.14%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC228$243K0.03%-8013F-HR/ATimeline
Vistica Wealth Advisors, LLC228$243K0.21%new13F-HRTimeline
Greater Midwest Financial Group, LLC227$242K0.12%new13F-HRTimeline
Aspen Wealth Strategies, LLC226$241K0.12%new13F-HRTimeline
Bayesian Capital Management, LP226$241K0.15%new13F-HRTimeline
Thompson David Blair226$241K0.12%new13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC225$240K0.07%new13F-HRTimeline
Summit Financial Consulting LLC225$240K0.16%new13F-HRTimeline
Future Financial Wealth Managment LLC268$240K0.15%-2013F-HRTimeline
Mawer Investment Management Ltd.225$240K<0.01%new13F-HRTimeline
GenWealth Group, Inc.225$240K0.04%new13F-HRTimeline
GoalVest Advisory LLC225$240K0.04%+1313F-HRTimeline
ABOUND FINANCIAL, LLC225$240K0.1%+20013F-HRTimeline
Citrine Capital LLC225$240K0.09%new13F-HRTimeline
Helium Advisors LLC225$239K0.2%new13F-HRTimeline
Foundation Wealth Management, LLC\PA225$239K0.07%new13F-HRTimeline
Northwest & Ethical Investments L.P.231$239K0.01%-37113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC224$239K0.02%new13F-HRTimeline
BFSG, LLC224$239K0.02%013F-HRTimeline
Sculati Wealth Management, LLC270$238K0.08%new13F-HRTimeline
Kirkwood Financial Services223$237K0.07%new13F-HRTimeline
Strait & Sound Wealth Management LLC223$237K0.08%new13F-HRTimeline
Financial Symmetry Inc223$237K0.08%new13F-HRTimeline
GODSEY & GIBB, INC222$236K0.02%013F-HRTimeline
Lee Financial Co222$236K0.03%new13F-HRTimeline
Hemenway Trust Co LLC222$236K0.02%new13F-HRTimeline
Opus Financial Solutions LLC222$236K0.19%new13F-HRTimeline
Putney Financial Group LLC222$236K0.21%new13F-HRTimeline
Forefront Wealth Partners, LLC221$236K0.07%new13F-HRTimeline
PlanVest Financial, Inc222$236K0.16%+17613F-HRTimeline
Mendel Capital Management LLC222$236K0.11%new13F-HRTimeline
LGL PARTNERS, LLC221$236K0.09%new13F-HRTimeline
Lynch Investment Planning, LLC221$235K0.18%new13F-HRTimeline
ERn Financial, LLC221$235K0.04%new13F-HRTimeline
Financial Advisory Corp220$234K0.03%new13F-HRTimeline
Carroll Investors, Inc220$234K0.1%new13F-HRTimeline
Sidoxia Capital Management, LLC220$234K0.17%new13F-HRTimeline
Atlantic Private Wealth, LLC219$233K0.14%013F-HRTimeline
Trademark Financial Management, LLC219$233K0.1%new13F-HRTimeline
Sound Stewardship, LLC218$233K0.1%new13F-HRTimeline
Pacific Asset Management, LLC218$233K0.11%new13F-HRTimeline
Weinberger Asset Management, Inc285$232K0.07%-413F-HRTimeline
WOLFF WIESE MAGANA LLC218$232K0.11%-2113F-HRTimeline
Auxano Advisors, LLC217$231K0.04%new13F-HRTimeline
Canton Hathaway, LLC217$231K0.04%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC217$231K0.03%new13F-HRTimeline
Chris Bulman Inc217$231K0.08%-23713F-HRTimeline
Detalus Advisors, LLC216$230K0.04%new13F-HRTimeline
Clark & Stuart, Inc216$230K0.14%-10013F-HRTimeline
Coquina Private Wealth LLC216$230K0.16%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC216$230K0.16%new13F-HRTimeline
Centerpoint Advisors, LLC215$229K0.07%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.215$229K0.09%new13F-HRTimeline
Salvus Wealth Management, LLC215$229K0.13%-10013F-HRTimeline
Life Planning Partners, Inc215$229K0.17%new13F-HRTimeline
Founders Capital Management214$228K0.1%+3413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC214$228K0.05%new13F-HRTimeline
Manhattan West Asset Management, LLC214$228K0.04%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest214$228K0.12%new13F-HRTimeline
Johnson Wealth Management, LLC214$228K0.1%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.213$227K0.06%new13F-HRTimeline
Bright Futures Wealth Management, LLC.213$227K0.15%new13F-HRTimeline
Sonoma Private Wealth LLC213$227K0.24%new13F-HRTimeline
Corus Family Wealth Advisors213$227K0.16%new13F-HRTimeline
Evergreen Wealth Partners LLC212$226K0.14%new13F-HRTimeline
Silicon Valley Capital Partners212$225K0.02%-29713F-HRTimeline
PRING TURNER CAPITAL GROUP INC263$225K0.13%new13F-HRTimeline
High Note Wealth, LLC211$225K0.04%+213F-HRTimeline
Urban Wealth Management, LLC211$225K0.2%new13F-HRTimeline
Berman McAleer LLC211$225K0.03%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.211$224K0.13%+113F-HRTimeline
Evergreen Advisors, LLC210$224K0.05%013F-HRTimeline
Prospect Financial Services LLC209$223K0.11%new13F-HRTimeline
Lee, Kelleher & Klein Wealth Management209$223K0.12%new13F-HRTimeline
Serenity Investment Advisors272$222K0.09%+713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.208$221K0.05%new13F-HRTimeline
Lutz Financial Services LLC208$221K0.01%new13F-HRTimeline
PAX Financial Group, LLC208$221K0.03%new13F-HRTimeline
Triune Financial Partners, LLC208$221K0.05%new13F-HRTimeline
SFE Investment Counsel208$221K0.03%new13F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC207$220K0.04%new13F-HRTimeline
ASL Financial, LLC207$220K0.16%new13F-HRTimeline
Paladin Partners, LLC207$220K0.15%013F-HRTimeline
Avail Investment Partners, LLC207$220K0.17%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.206$220K0.05%new13F-HRTimeline
Clayton Financial Group LLC206$219K0.12%-27613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC206$219K0.03%new13F-HRTimeline
New Covenant Trust Company, N.A.205$218K0.16%-9313F-HRTimeline
Eagle Strategies LLC205$218K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp203$216K0.13%+113F-HRTimeline
Neumann Capital Management, LLC203$216K0.14%new13F-HRTimeline
Pasadena Private Wealth, LLC203$216K0.03%new13F-HRTimeline
Blue Fin Capital, Inc.202$215K0.03%new13F-HRTimeline
Providence Capital Advisors, LLC202$215K0.03%new13F-HRTimeline
Penney Financial, LLC202$215K0.08%new13F-HRTimeline
Seros Financial, LLC201$214K0.11%new13F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC201$214K0.07%new13F-HRTimeline
J.M. Arbour, LLC200$213K0.18%new13F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…200$213K0.06%new13F-HRTimeline
ROBOTTI ROBERTin group ROBOTTI ROBERT200$213K0.03%new13F-HRTimelineGroup
SONATA CAPITAL GROUP INC200$213K0.07%new13F-HRTimeline
CHELSEA COUNSEL CO200$213K0.09%013F-HRTimeline
Horrell Capital Management, Inc.200$213K0.1%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC200$213K0.03%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.200$213K0.11%new13F-HRTimeline
CROBAN200$213K0.09%new13F-HRTimeline
Winning Points Advisors, LLC200$213K0.28%new13F-HRTimeline
Single Point Partners, LLC200$213K0.04%new13F-HRTimeline
TriaGen Wealth Management LLC200$213K0.05%new13F-HRTimeline
Patrick Mauro Investment Advisor, INC.200$213K0.11%new13F-HRTimeline
Flagstone Financial Management200$213K0.05%new13F-HRTimeline
NBZ Investment Advisors LLC200$213K0.08%new13F-HRTimeline
Farrow Financial, Inc.200$213K0.11%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$213K0.15%013F-HRTimeline
Ballast Rock Private Wealth LLC200$213K0.1%new13F-HRTimeline
Sentinel Advisory Group, LLC200$213K0.09%new13F-HRTimeline
Timbuktu Capital Management, LLC200$213K0.32%13F-HRTimeline
Stillwater Private Wealth, LLC248$212K0.14%new13F-HRTimeline
Crumly & Associates Inc.199$212K0.04%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY199$212K0.12%new13F-HRTimeline
Scarborough Advisors, LLC232$211K0.02%-5213F-HRTimeline
Drake & Associates, LLC198$211K0.04%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.198$211K0.02%+16913F-HR/ATimeline
Alpha Financial Partners LLC198$211K0.11%new13F-HRTimeline
FWG Investments, LLC.197$210K0.11%new13F-HRTimeline
True Blue Financial, LLC196$209K0.09%new13F-HRTimeline
Pettinga Financial Advisors LLC196$209K0.03%new13F-HRTimeline
Johnson & White Wealth Management, LLC196$209K0.08%new13F-HRTimeline
Cornerstone Wealth Advisors, Inc.196$209K0.04%new13F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …196$208K0.07%13F-HRTimeline
SFAM, LLC195$208K0.17%013F-HRTimeline
Riverwater Partners LLC195$208K0.06%new13F-HRTimeline
Morling Financial Advisors, LLC195$208K0.06%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC195$208K0.07%new13F-HRTimeline
Sprinkle Financial Consultants LLC195$208K0.08%new13F-HRTimeline
Regency Capital Management Inc.\DE195$208K0.08%new13F-HRTimeline
BWM Planning, LLC194$207K0.05%new13F-HRTimeline
Lotus Technology Management, LP194$207K0.25%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC193$206K0.03%new13F-HRTimeline
Essential Partners LLC193$206K0.09%+3413F-HRTimeline
Elevated Financial Group LLC193$205K0.06%new13F-HRTimeline
Nvest Wealth Strategies, Inc.193$205K0.13%013F-HRTimeline
Snider Financial Group193$205K0.05%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp193$204K0.23%+113F-HRTimeline
J2 Capital Management Inc192$204K0.14%-1,03513F-HRTimeline
Seneca House Advisors192$204K0.07%new13F-HRTimeline
Plum Street Advisors, LLC191$203K0.06%new13F-HRTimeline