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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
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$52.7K<0.01%013F-HRTimeline
STEPH & CO74$52.4K0.01%-213F-HRTimeline
Sellwood Investment Partners LLC74$52.4K0.02%013F-HRTimeline
Marquette Asset Management, LLC72$51K0.01%+1413F-HRTimeline
Atlantic Edge Private Wealth Management…70$49.6K0.01%+513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.70$49.6K0.04%+5113F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL67$47.5K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.66$46.8K0.03%-513F-HRTimeline
Turim 21 Investimentos Ltda.65$46K0.01%new13F-HRTimeline
Manitou Investment Management Ltd.65$46K0.01%013F-HRTimeline
Rialto Wealth Management, LLC64$45.3K0.01%+813F-HRTimeline
Greykasell Wealth Strategies, Inc.64$45.3K0.02%new13F-HRTimeline
Key Capital Management, INC64$45.3K0.03%+213F-HRTimeline
Monetary Solutions, Ltd61$43.5K0.04%013F-HRTimeline
Kings Path Partners LLC61$43.2K0.01%013F-HR/ATimeline
Cornerstone Financial Management LLC60$42.5K0.04%+513F-HR/ATimeline
TopTier Wealth Management, LLC60$42.2K0.03%new13F-HRTimeline
Whipplewood Advisors, LLC57$40.4K0.02%+5113F-HRTimeline
Frazier Financial Advisors, LLC55$39K0.02%+713F-HRTimeline
IFS Advisors, LLC53$38K0.02%013F-HRTimeline
Investors Portfolio Services LLC49$37.1K0.03%+3413F-HRTimeline
Cedar Mountain Advisors, LLC51$36.4K0.01%+2313F-HRTimeline
Front Row Advisors LLC51$36.1K0.01%013F-HRTimeline
Financial Avengers, Inc.50$35.7K0.02%013F-HRTimeline
Tacita Capital Inc50$35.4K0.02%-11913F-HRTimeline
Forum Finance Group S.A.60$35K0.02%13F-HRTimeline
Bay Harbor Wealth Management, LLC49$34.7K0.01%+1413F-HRTimeline
TFC Financial Management, Inc.48$34.1K<0.01%013F-HRTimeline
PlanVest Financial, Inc46$33.1K0.03%13F-HRTimeline
Davis Capital Management43$30.5K0.02%013F-HRTimeline
Aspect Partners, LLC43$30.5K0.01%+113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$29.8K0.02%013F-HRTimeline
Corsicana & Co.89$29.4K0.02%-1013F-HRTimeline
DiNuzzo Private Wealth, Inc.41$29K<0.01%013F-HRTimeline
Bare Financial Services, Inc41$29K0.01%+913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC73$28.3K0.01%+3313F-HRTimeline
Noble Wealth Management PBC40$28.3K0.01%-2013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…39$27K<0.01%013F-HRTimelineGroup
Copia Wealth Management38$26.9K0.02%013F-HRTimeline
Stone House Investment Management, LLC37$26.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.37$26.2K0.08%013F-HRTimeline
LAM GROUP, INC.37$26.2K0.01%new13F-HRTimeline
Align Financial, LLC36$25.5K0.01%-20,58713F-HRTimeline
DecisionPoint Financial, LLC35$24.8K0.01%013F-HRTimeline
Your Advocates Ltd., LLP35$24.8K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC34$24.1K0.01%+613F-HRTimeline
Peterson Wealth Services32$22.7K0.01%013F-HRTimeline
Strengthening Families & Communities, L…31$22.1K0.01%new13F-HRTimeline
Blume Capital Management, Inc.30$21.3K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.29$20.5K<0.01%-813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC28$19.8K0.01%+1413F-HRTimeline
NCP Inc.28$19.8K0.03%013F-HRTimeline
Carolina Wealth Advisors, LLC26$18.4K0.01%new13F-HRTimeline
SWAN Capital LLC25$17.7K0.01%-4813F-HRTimeline
ABOUND FINANCIAL, LLC25$17.7K0.01%013F-HRTimeline
Breakwater Investment Management22$15.6K0.01%-1013F-HRTimeline
Elevated Capital Advisors, LLC22$15.6K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC21$14.4K0.01%013F-HRTimeline
S&T Bank/PA20$14.2K0.01%+913F-HRTimeline
Estabrook Capital Management20$14.2K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC20$14.2K0.01%013F-HRTimeline
Lipe & Dalton19$13K0.01%new13F-HRTimeline
Red Tortoise LLC17$12K0.01%013F-HRTimeline
JDM Financial Group LLC17$12K<0.01%013F-HRTimeline
Park Square Financial Group, LLC16$11.3K0.09%new13F-HRTimeline
Matrix Trust Co16$11K<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC15$10.6K0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…14$9.92K0.01%013F-HRTimeline
Holos Integrated Wealth LLC13$9.42K<0.01%013F-HRTimeline
PayPay Securities Corp12$9.27K0.32%-513F-HRTimeline
Wealth Preservation Advisors, LLC13$9.21K0.01%new13F-HRTimeline
HFM Investment Advisors, LLC11$7.79K<0.01%-713F-HRTimeline
Investors Research Corp10$7.08K<0.01%013F-HRTimeline
Berbice Capital Management LLC10$7.08K<0.01%new13F-HRTimeline
Curat Global, LLC10$7.08K0.01%-10013F-HRTimeline
Cornerstone National Bank & Trust Co9$6.57K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC9$6.38K<0.01%+213F-HRTimeline
DAGCO, INC.8$5.67K<0.01%013F-HRTimeline
Westfuller Advisors, LLC8$5.67K<0.01%-413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC8$5.67K<0.01%013F-HRTimeline
Benson Wealth Management INC8$5.67K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)6$4.25K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …6$4.25K<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC6$4.25K<0.01%013F-HRTimeline
Torren Management, LLC5$3.63K<0.01%-4213F-HRTimeline
Seneschal Advisors, LLC5$3.54K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.5$3.54K<0.01%013F-HRTimeline
Transce3nd, LLC5$3.54K0.03%-513F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4$2.83K<0.01%013F-HRTimeline
Osbon Capital Management LLC4$2.83K<0.01%013F-HRTimeline
LGT Financial Advisors LLC4$2.83K0.01%013F-HRTimeline
WealthCollab, LLC4$2.83K<0.01%013F-HRTimeline
Redwood Park Advisors LLC3$2.13K<0.01%-113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.3$2.13K<0.01%013F-HRTimeline
Battery Global Advisors, LLC3$2.12K<0.01%-913F-HRTimeline
Phillip James Consulting Co.4$2K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$1.71K<0.01%-113F-HRTimelineGroup
Dynamic Wealth Strategies, LLC2$1.42K<0.01%new13F-HRTimeline
Strategic Advocates LLC2$1.42K0.01%-60913F-HRTimeline
PFS Partners, LLC2$1.42K<0.01%013F-HRTimeline
CURIO WEALTH, LLC2$1.42K<0.01%new13F-HRTimeline
NorthAvenue LLC2$1.42K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$7080.01%-113F-HRTimeline
Vinland Capital Management Gestora de R…0$00%-27513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
DIAMANT ASSET MANAGEMENT, INC.3,140,603$3.14M+3,136,02013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
LM Advisors LLC258$365new13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.