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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,980 managers (4,046 13F filers) reported a position in CAT shares at 2026-06-30, 330,466,427 shares in all. 392 filers opened a position and 106 filers sold out during the quarter.

Managers
3,980
13F filers
4,046
New
392
Added
1,434
Reduced
1,595
Sold out
106
Shares held by filers
330,466,427

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
STATE OF MICHIGAN RETIREMENT SYSTEM117,972$126M0.56%-11,60013F-HRTimeline
Employees Retirement System of Texas114,114$122M0.97%+52,66613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…182,074$120M0.2%+8,61313F-HRTimeline
&PARTNERS110,167$118M0.48%+1,92413F-HRTimeline
PINNACLE ASSOCIATES LTD110,066$117M1.28%-1,00613F-HRTimeline
JENNISON ASSOCIATES LLC109,244$116M0.07%-20,66213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.108,049$115M0.95%+12,13213F-HRTimeline
Gotham Asset Management, LLC105,101$112M0.26%-11,99513F-HRTimeline
IFM Investors Pty Ltd105,075$112M0.74%+9,91913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP104,402$111M3.08%-11,99413F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.104,146$111M0.79%+23,69813F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding103,358$110M-9,212Timeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…101,732$108M0.53%-6,65313F-HRTimeline
Clark Capital Management Group, Inc.101,595$108M0.59%-10,77413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT100,822$107M1.52%-2,83713F-HRTimeline
Woodline Partners LP100,798$107M0.33%+9,55713F-HRTimeline
Paralel Advisors LLC100,000$106M4.11%013F-HRTimeline
Wesleyan Assurance Society99,679$106M5.36%-70013F-HRTimeline
MEYER HANDELMAN CO98,242$105M2.96%-6,24413F-HRTimeline
Prospera Financial Services Inc97,568$104M1.51%+2,12413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP97,286$104M0.06%-20,24513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC96,807$103M0.16%+9,23313F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding95,471$102M+82,537Timeline
PINEBRIDGE INVESTMENTS LLC95,344$102M0.84%+13,99713F-HRTimeline
RWA WEALTH PARTNERS, LLC94,652$101M0.97%-4,61413F-HRTimeline
Waverly Advisors, LLC94,324$100M0.58%-9,92913F-HRTimeline
S&CO INC94,076$100M5.79%-4,75113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC92,976$99M0.98%-39,17213F-HRTimeline
AMALGAMATED BANK92,658$98.7M0.68%+3,15713F-HRTimeline
Cresset Asset Management, LLC91,417$97.4M0.35%-4,35113F-HRTimeline
Beacon Pointe Advisors, LLC90,687$96.6M0.45%-3,29913F-HRTimeline
Mesirow Financial Investment Management…89,291$95.1M1.49%-64913F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…87,055$92.7M0.74%-8,58413F-HRTimelineGroup
Busey Bank86,659$92.3M2.24%-3,66613F-HRTimeline
Steward Partners Investment Advisory, L…86,006$91.6M0.47%-10,19413F-HRTimeline
OLD REPUBLIC INTERNATIONAL CORP85,500$90.6M3.4%013F-HRTimeline
Federation des caisses Desjardins du Qu…84,327$89.8M0.27%+22,99813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.83,551$89M0.3%+38013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD83,172$88.5M0.38%+32,37213F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT93,536$87.7M0.88%+31,12113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…82,247$87.6M0.44%-18,42513F-HRTimeline
Allworth Financial LP79,655$84.8M0.36%-4,74613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …79,281$84.4M1.12%-34213F-HRTimelineGroup
COUNTRY TRUST BANK78,146$83.2M1.46%+5,72013F-HRTimeline
D.A. DAVIDSON & CO.77,686$82.7M0.46%-2,68013F-HRTimeline
Clearstead Advisors, LLC77,286$82.3M0.78%-14,90813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC76,670$81.6M0.29%-77413F-HRTimelineGroup
Wealthfront Advisers LLC76,480$81.4M0.16%+1,71613F-HRTimeline
Vest Financial, LLC76,066$81M0.85%-19,32613F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…75,743$80.7M1.14%-94613F-HRTimeline
NEOS Investment Management LLC75,223$80.1M0.3%+7,84013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI75,042$79.9M1.6%-38,04713F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding74,258$79.1M+1,091Timeline
Public Sector Pension Investment Board74,176$79M0.21%-46513F-HR/ATimeline
Varma Mutual Pension Insurance Co74,116$78.9M0.42%-2,30013F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding76,067$78.6M+6,697Timeline
Empowered Funds, LLC72,272$77M0.41%-3,00913F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …69,783$74.3M0.47%+5,28513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A69,299$73.8M0.19%-100,87013F-HRTimelineGroup
Utah Retirement Systems68,969$73.4M0.7%-6,31313F-HRTimeline
Advisors Capital Management, LLC68,734$73.2M0.77%-3,89213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC68,433$73.1M0.21%+3,68013F-HRTimelineGroup
Police & Firemen's Retirement System of…68,246$72.7M0.55%-3,03213F-HRTimeline
UMB Bank, n.a.68,125$72.5M0.92%-77013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Union Bancaire Privee, UBP SA65,464$72.3M0.79%+12,41613F-HRTimeline
Ausdal Financial Partners, Inc.67,574$72M2.82%-44613F-HRTimeline
Glenview Trust Co67,529$71.9M0.99%-38413F-HR/ATimeline
MARCO INVESTMENT MANAGEMENT LLC67,255$71.6M4.71%-2,37013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP66,531$70.8M0.42%-99813F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co65,500$69.8M0.47%-3,30013F-HRTimeline
Private Advisor Group, LLC65,219$69.5M0.32%-19,29613F-HRTimeline
MAI Capital Management65,076$69.3M0.26%+7,24213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…64,152$68.3M0.48%-46713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP64,086$68.2M0.78%-1,18213F-HRTimeline
FACTORY MUTUAL INSURANCE CO64,000$68.2M0.64%-10013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN63,656$67.8M0.29%+1,53713F-HRTimeline
Badgley Phelps Wealth Managers, LLC63,457$67.6M1.18%+2,86113F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.63,309$67.4M4.53%-1,09113F-HRTimeline
SCOTIA CAPITAL INC.63,204$67.3M0.25%-1,13413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG62,731$66.8M0.58%+2,59013F-HRTimelineGroup
Artisan Partners Limited Partnership62,605$66.7M0.11%-87,07813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC62,531$66.6M0.75%-6,52613F-HRTimeline
Main Street Research LLC61,759$65.8M3.1%+64913F-HRTimeline
ASR Vermogensbeheer N.V.61,741$65.7M0.68%+5,16613F-HRTimeline
OSSIAM61,630$65.6M0.87%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL61,062$65M1.29%-4,98013F-HRTimeline
CSM Advisors, LLC60,087$64M1.37%-10,54513F-HRTimeline
Ethic Inc.59,981$63.9M0.8%+3,82613F-HRTimeline
BLACKHILL CAPITAL INC59,500$63.4M2.63%013F-HRTimeline
Aptus Capital Advisors, LLC58,020$61.8M0.45%-20,76513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co57,923$61.7M0.67%-3,38913F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …57,226$60.9M0.42%-53113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…56,857$60.5M0.68%+55113F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC56,805$60.5M0.41%+10,74813F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND56,630$60.3M0.65%+3,30113F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …56,535$60.2M3.66%-1,18613F-HRTimelineGroup
USS Investment Management Ltd56,034$59.6M0.21%-2,32013F-HRTimeline
ARK Investment Management LLC56,008$59.6M0.39%-2,57013F-HRTimeline
HM PAYSON & CO56,006$59.6M0.79%-53,25913F-HRTimeline
Westchester Capital Management, Inc.55,808$59.4M10.7%-3,05413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.55,734$59.4M0.09%+52,63613F-HRTimelineGroup
AE Wealth Management LLC55,707$59.3M0.28%+30,15713F-HRTimeline
Groupe la Francaisein group Groupe la Francaise55,840$59M0.73%+1,62013F-HRTimelineGroup
Willis Investment Counsel54,570$58.1M2.77%+4,88413F-HRTimeline
Nippon Life Global Investors Americas, …54,360$57.9M2.3%-2,24013F-HRTimeline
Investment Management Corp of Ontario54,182$57.7M0.73%-84513F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…53,985$57.5M0.56%-74813F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN53,594$57.1M4.94%-87013F-HRTimeline
OP Asset Management Ltd52,380$55.8M0.59%-29,58013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP51,689$55M0.05%+23,19013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC57,682$54.1M1.39%+2,33313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…50,514$53.8M2%-1,82213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC50,496$53.8M0.4%-1413F-HRTimelineGroup
UniSuper Management Pty Ltd50,234$53.5M0.28%+16,79113F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…50,195$53.5M0.41%-1,23513F-HRTimeline
Generali Asset Management SPA SGR49,801$53M0.96%+3,86813F-HRTimeline
KCM INVESTMENT ADVISORS LLC49,787$53M1.57%+51213F-HRTimeline
Savant Capital, LLC49,781$52.8M0.15%+81713F-HRTimeline
Richard C. Young & CO., LTD.49,495$52.7M3.88%-1,02013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP49,013$52.2M0.52%+78013F-HRTimelineGroup
Merit Financial Group, LLC48,985$52.2M0.32%+2,71513F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC48,741$51.9M1.29%-18113F-HRTimeline
Tema ETFs LLC48,566$51.7M1.67%+7,08013F-HRTimeline
Baker Avenue Asset Management, LP48,161$51.3M0.98%+6,72013F-HRTimeline
CTC LLC47,638$50.7M2.98%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC47,405$50.5M0.33%-1,03413F-HRTimelineGroup
AEGON ASSET MANAGEMENT UK Plc47,152$50.2M0.54%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dakota Wealth Management47,042$50.1M0.96%-9,66613F-HRTimeline
Americana Partners, LLC46,206$49.2M1.11%+87813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…46,157$49.2M0.42%+5,42513F-HRTimelineGroup
Freestone Grove Partners LP46,029$49M0.32%-45,13513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT45,699$48.7M2.61%-43613F-HRTimelineGroup
HB Wealth Management, LLC45,445$48.4M0.27%-1,44313F-HRTimeline
Rafferty Asset Management, LLC45,132$48.1M0.11%+14,83613F-HRTimeline
State of Alaska, Department of Revenue45,130$48.1M0.48%-1,58813F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…45,000$47.9M2.9%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC44,911$47.8M0.37%+4,62513F-HRTimeline
Hamilton Capital Partners Inc.44,737$47.6M1.38%-4,01213F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al44,632$47.5M0.28%-14013F-HRTimeline
Vise Technologies, Inc.44,237$47.1M0.53%+20,44913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…44,175$47M0.26%-19413F-HRTimelineGroup
Henshaw Capital LLC43,975$46.8M1.52%-36013F-HRTimeline
CCM INVESTMENT ADVISERS LLC43,761$46.6M3.61%-5,09513F-HRTimeline
VESTOR CAPITAL, LLC122,835$46.4M2.92%+98,03613F-HRTimeline
DAVENPORT & Co LLC43,321$46.1M0.24%-1,19513F-HRTimeline
Arax Advisory Partners42,605$45.3M0.3%+38,82713F-HRTimeline
MassMutual Private Wealth & Trust, FSB42,523$45.3M1.17%-5,66313F-HRTimeline
LBP AM SA42,175$44.9M0.45%+22,74113F-HRTimeline
Connor, Clark & Lunn Investment Managem…42,119$44.9M0.08%-79,19913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA41,962$44.7M0.2%+47213F-HRTimelineGroup
CONNING INC.in group CONNING INC.41,798$44.5M1.33%-11,23013F-HRTimelineGroup
Integrated Advisors Network LLC41,670$44.4M2.04%-1,00213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO41,651$44.4M0.27%-1,53713F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding41,363$44M-23,362Timeline
ING GROEP NV41,292$44M0.21%-100,75413F-HRTimeline
WHITTIER TRUST CO45,019$43.7M0.43%-66713F-HRTimeline
Integrated Wealth Concepts LLC40,838$43.5M0.21%+16,51513F-HRTimeline
Segment Wealth Management, LLC40,795$43.4M2.25%-49513F-HRTimeline
Advisory Services Network, LLC40,635$43.3M0.49%-18513F-HRTimeline
Summit Trail Advisors, LLC40,488$43.1M0.54%-75913F-HRTimeline
Stillwater Capital Advisors, LLC40,469$43.1M4.39%-38913F-HRTimeline
OMERS ADMINISTRATION Corp40,416$43M0.26%+91913F-HRTimeline
LaFleur & Godfrey LLC40,343$43M5.1%-5,73813F-HRTimeline
Wharton Business Group, LLC40,314$42.9M1.44%-6,76513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP40,173$42.8M5.14%-64313F-HRTimeline
BRAUN STACEY ASSOCIATES INC40,049$42.6M1.21%+1,22013F-HRTimeline
Rheos Capital Works Inc.40,000$42.6M2.43%-30,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,839$42.4M0.39%-1,22013F-HRTimelineGroup
Callahan Advisors, LLC39,578$42.1M3.18%-4,86213F-HRTimeline
Minneapolis Portfolio Management Group,…39,506$42.1M3.99%-10,24813F-HRTimeline
Dodge & Cox39,404$42M0.02%-59013F-HRTimeline
Florida Trust Wealth Management Co39,383$41.9M1.04%+20613F-HRTimeline
Moran Wealth Management, LLC39,277$41.8M1.14%-8,04613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC39,240$41.8M0.27%-6,12413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC39,037$41.6M0.38%-14,82813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp38,746$41.3M0.98%-1,23613F-HRTimelineGroup
Fideuram Asset Management (Ireland) dac44,899$41.1M0.78%+36,08013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL38,575$41.1M15.62%-54813F-HRTimeline
Candriam S.C.A.38,579$41M0.18%-39213F-HRTimeline
PARK NATIONAL CORP /OH/38,487$41M1.15%-3,20913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.38,438$40.9M2.71%-1,63913F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…39,500$40.8M0.48%+27,44413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management38,296$40.8M0.41%-22,32413F-HRTimelineGroup
Farther Finance Advisors, LLC38,184$40.6M0.32%+4,28013F-HRTimeline
Welch Group, LLC38,163$40.6M1.39%-94513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI38,140$40.6M1.84%+48513F-HRTimeline
HARBOUR INVESTMENTS, INC.37,977$40.4M0.54%+50913F-HRTimeline
Atwater Malick LLC37,866$40.3M8.78%-15513F-HRTimeline
CULBERTSON A N & CO INC37,820$40.3M4.69%-1,86213F-HRTimeline
IEQ CAPITAL, LLC37,710$40.2M0.19%+5,89813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC37,571$40M1.29%-22913F-HRTimeline
Clear Harbor Asset Management, LLC37,448$39.9M2.49%-56213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,369$39.8M0.48%+1,21313F-HRTimelineGroup
Kepler Cheuvreux (Suisse) SA37,181$39.6M2.27%+6,55113F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP37,034$39.4M0.16%-86113F-HRTimeline
Summit Financial, LLC37,003$39.4M0.43%+13813F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…36,669$39M0.27%-37513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC36,548$38.9M0.12%+24,76313F-HRTimeline
Prime Capital Investment Advisors, LLC36,374$38.7M0.38%+6,75913F-HRTimeline
Elo Mutual Pension Insurance Co36,253$38.6M0.5%+13,78313F-HRTimeline