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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Achmea Investment Management B.V.in group Achmea Investment Management …108,618$39.4M0.65%-5,46513F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT108,425$39.3M0.66%-8113F-HRTimeline
Clearstead Advisors, LLC108,088$39.2M0.6%-2,24013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH106,809$39M0.48%+3,03013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.106,073$38.5M0.13%+6,51713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …105,774$38.1M0.06%-5,62613F-HRTimelineGroup
ING GROEP NV104,760$38M0.26%+8,63213F-HRTimeline
Czech National Bank104,681$38M0.35%+5,90313F-HRTimeline
Prospera Financial Services Inc103,686$37.6M0.88%+8,06613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO103,191$37.4M0.05%-16,45813F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…102,658$37.2M0.23%-2,90013F-HRTimeline
COUNTRY TRUST BANK101,499$36.8M0.92%+7,71913F-HRTimeline
Steward Partners Investment Advisory, L…100,620$36.5M0.32%-1,16613F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…100,446$36.4M0.37%-10,10013F-HRTimeline
Wesleyan Assurance Society100,379$36.4M2.79%013F-HRTimeline
Paralel Advisors LLC100,000$36.3M1.55%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP99,677$36.2M0.05%-1,82313F-HRTimelineGroup
AMALGAMATED BANK98,936$35.9M0.29%-5,27713F-HRTimeline
Parallax Volatility Advisers, L.P.98,601$35.8M0.79%new13F-HRTimeline
CONNING INC.in group CONNING INC.98,293$35.7M1.25%-18,15213F-HRTimelineGroup
Mesirow Financial Investment Management…97,636$35.4M0.7%-1,13713F-HRTimeline
Handelsbanken Fonder AB97,322$35.3M0.13%+5,17813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.96,819$35.1M0.42%+5,11213F-HRTimelineGroup
Main Street Research LLC96,486$35M2.18%+2,43613F-HRTimeline
Quantinno Capital Management LP96,152$34.9M0.34%+26,29413F-HRTimeline
Aptus Capital Advisors, LLC96,109$34.9M0.41%+15,54413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…95,187$34.5M0.04%+38,49713F-HRTimelineGroup
Busey Bank94,953$34.4M1.13%+7,94713F-HRTimeline
Minneapolis Portfolio Management Group,…94,243$34.2M4.51%-1,64513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …92,851$33.7M0.2%+11,25013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC92,510$33.6M0.37%-1,52213F-HRTimeline
IFM Investors Pty Ltd91,612$33.2M0.34%-8,66613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…91,340$33.1M0.46%-19213F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A89,930$32.6M0.11%+35,52513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…88,936$32.3M0.01%+37,28213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC88,745$32.2M0.04%-39,59113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC88,047$31.9M0.04%+1,89113F-HRTimelineGroup
Foundry Partners, LLC85,850$31.1M1.57%-72613F-HRTimeline
Mediolanum International Funds Ltd85,660$31M0.4%+4,81313F-HRTimeline
Varma Mutual Pension Insurance Co84,356$30.6M0.23%-13,20013F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc84,200$30.6M0.4%-13,08213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC84,074$30.5M0.13%+6,26313F-HRTimelineGroup
Beacon Pointe Advisors, LLC83,323$30.2M0.34%-3,61313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD101,704$30.1M0.04%-12,04013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP82,034$29.8M0.22%-5,20213F-HRTimelineGroup
LEVIN CAPITAL STRATEGIES, L.P.81,737$29.7M2.83%-4,65713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP81,255$29.5M0.43%+81113F-HRTimeline
Utah Retirement Systems81,115$29.4M0.32%+15013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,765$29.3M0.03%+57,85613F-HRTimelineGroup
USS Investment Management Ltd79,708$28.9M0.2%-9,62613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL78,977$28.6M0.68%-1,74213F-HRTimeline
D.A. DAVIDSON & CO.78,423$28.4M0.23%+19013F-HRTimeline
EDGAR LOMAX CO/VA78,093$28.3M1.83%-1,49513F-HRTimeline
SCOTIA CAPITAL INC.77,181$28M0.15%+1,56313F-HRTimeline
CIBC Asset Management Inc75,905$27.5M0.09%+3,16213F-HRTimeline
Gotham Asset Management, LLC75,020$27.2M0.26%-1,33613F-HRTimeline
NorthCrest Asset Manangement, LLC74,921$27.2M0.81%+75613F-HR/ATimeline
STOCK YARDS BANK & TRUST CO74,627$27.1M0.93%-9,69713F-HRTimeline
Willis Investment Counsel73,774$26.8M1.76%+93913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC73,746$26.8M0.22%+46,69013F-HRTimelineGroup
TD Waterhouse Canada Inc.72,492$26.3M0.21%-1,24813F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …72,395$26.3M1.75%-9,49713F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…72,027$26.1M0.05%new13F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC71,768$26M2.25%-59513F-HRTimeline
Police & Firemen's Retirement System of…71,180$25.8M0.25%13F-HRTimeline
Advisors Capital Management, LLC70,548$25.6M0.4%+33213F-HRTimeline
Glenview Trust Co70,400$25.5M0.48%+1,82513F-HRTimeline
XPONANCE LLC70,127$25.4M0.23%+7813F-HRTimeline
Railway Pension Investments Ltd69,600$25.2M0.33%-48,70013F-HRTimeline
Ausdal Financial Partners, Inc.69,127$25.1M2.17%+22713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,588$24.9M0.04%-168,91013F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG68,267$24.8M0.42%-4,06313F-HRTimelineGroup
Private Advisor Group, LLC67,796$24.6M0.14%-18513F-HRTimeline
Badgley Phelps Wealth Managers, LLC67,167$24.4M0.57%+50013F-HRTimeline
Grassi Investment Management66,954$24.3M2.07%-20013F-HR/ATimeline
AMF Tjanstepension AB66,863$24.3M0.17%-9,87113F-HRTimeline
Andra AP-fonden66,700$24.2M0.39%+21,60013F-HRTimeline
Allworth Financial LP60,832$24.2M0.13%+36,13413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA66,152$24M0.12%-58,32513F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC66,151$24M0.3%+36,78913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC65,139$23.6M0.1%-1,04113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…65,059$23.6M0.09%-3,91213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…64,962$23.6M0.23%+23013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co64,184$23.3M0.31%+1,55213F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO64,100$23.3M0.25%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…64,017$23.2M0.76%-39913F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…63,534$23M0.25%-2,31313F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC63,332$23M2.86%-1,12713F-HRTimeline
Westchester Capital Management, Inc.62,967$22.8M5.75%-1,96213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson62,791$22.8M0.01%-1,03013F-HRTimelineGroup
Wealthfront Advisers LLC61,122$22.2M0.06%+3,76213F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC61,081$22.2M0.17%+6,39613F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN60,722$22.2M0.14%-1,09513F-HRTimeline
CW Advisors, LLC60,640$22M0.3%+1,65813F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co60,499$21.9M0.05%+4,69713F-HRTimelineGroup
FineMark National Bank & Trust60,395$21.9M0.76%-1,98913F-HRTimeline
Public Sector Pension Investment Board60,169$21.8M0.09%+39,62113F-HRTimeline
BLACKHILL CAPITAL INC60,000$21.8M1.13%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN59,734$21.7M1.94%-91213F-HRTimeline
Integrated Advisors Network LLC59,016$21.4M1.03%+76013F-HRTimeline
Ethic Inc.57,099$20.7M0.42%+12,38813F-HRTimeline
MassMutual Private Wealth & Trust, FSB56,875$20.6M0.58%+56113F-HRTimeline
CCM INVESTMENT ADVISERS LLC56,776$20.6M2.28%-2,93013F-HRTimeline
Tredje AP-fonden56,200$20.4M0.18%-10,09013F-HRTimeline
Connor, Clark & Lunn Investment Managem…56,198$20.4M0.09%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC55,906$20.3M0.14%+35,90113F-HRTimeline
Richard C. Young & CO., LTD.55,755$20.2M2.2%-1,03613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO55,613$20.2M0.14%+36313F-HRTimeline
NorthCoast Asset Management LLC55,505$20.1M0.1%-57,53913F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC55,065$20M0.03%-9,25613F-HRTimelineGroup
State of Alaska, Department of Revenue55,048$20M0.22%-4,46313F-HRTimeline
Callahan Advisors, LLC54,899$19.9M1.87%-44713F-HRTimeline
UMB Bank, n.a.54,899$19.9M0.31%-3,22013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Moran Wealth Management, LLC54,878$19.9M0.64%-32113F-HRTimeline
Harvest Portfolios Group Inc.54,600$19.8M0.66%+8,23813F-HRTimeline
Generali Asset Management SPA SGR53,905$19.6M0.5%13F-HR/ATimeline
Associated Banc-Corpin group Associated Banc-Corp53,882$19.5M0.59%-3,84513F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC53,808$19.5M0.67%-19713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,498$19.4M0.02%+14,74913F-HRTimelineGroup
Wharton Business Group, LLC52,808$19.2M0.86%-2,01013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC52,488$19M0.16%-4,48513F-HRTimelineGroup
Baker Avenue Asset Management, LP51,759$18.8M0.58%+82413F-HRTimeline
LaFleur & Godfrey LLC50,785$18.4M2.53%-44813F-HR/ATimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…50,594$18.4M0.18%new13F-HRTimeline
WHITTIER TRUST CO50,216$18.2M0.24%+76213F-HRTimeline
Pacer Advisors, Inc.50,097$18.2M0.04%+4,16713F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding50,007$18.1M-2,511Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…49,888$18.1M0.15%-2,28113F-HRTimelineGroup
Independent Advisor Alliance49,559$18M0.24%+1,19313F-HRTimeline
First National Trust Co49,442$17.9M0.67%+47713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT49,379$17.9M1.17%-14713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC49,121$17.8M0.36%+21,09413F-HRTimeline
&PARTNERS48,828$17.8M0.21%+21,73013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.47,898$17.4M0.04%-69,01813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.47,425$17.2M0.11%+1,65913F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding46,952$17M+22,186Timeline
Crossmark Global Holdings, Inc.46,550$16.9M0.31%-1,02013F-HRTimeline
Florida Trust Wealth Management Co46,329$16.8M0.54%+94213F-HRTimeline
TUDOR INVESTMENT CORP ET AL45,930$16.7M0.18%+5,90313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC45,826$16.6M0.1%+73713F-HRTimelineGroup
MIZUHO SECURITIES USA LLC45,759$16.6M0.3%+14,31613F-HRTimeline
Rafferty Asset Management, LLC45,547$16.5M0.06%+4,88913F-HRTimeline
Hamilton Capital Partners Inc.45,476$16.5M1.23%+6,23313F-HRTimeline
DAVENPORT & Co LLC45,055$16.3M0.1%+2,43013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…45,000$16.3M1.33%013F-HRTimelineGroup
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL44,235$16M5.95%-2,87013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.43,766$15.9M1.11%-95513F-HRTimelineGroup
Elo Mutual Pension Insurance Co42,617$15.5M0.33%-3,85513F-HRTimeline
CENTRAL TRUST Co42,586$15.4M0.38%+37013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC42,229$15.3M0.5%+8613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atwater Malick LLC42,226$15.3M5.13%-71513F-HRTimeline
Clear Harbor Asset Management, LLC42,123$15.3M1.23%+31013F-HRTimeline
Dodge & Cox41,976$15.2M0.01%-30013F-HRTimeline
Allied Investment Advisors, LLC41,767$15.2M3.05%-66213F-HRTimeline
CULBERTSON A N & CO INC41,760$15.1M2.41%+36613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND41,393$15M0.28%-11713F-HRTimeline
Stillwater Capital Advisors, LLC41,315$15M1.85%+59413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41,279$14.9M0.03%-1,14813F-HRTimelineGroup
Janney Capital Management LLC40,953$14.9M0.98%-66013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding40,822$14.8M-875Timeline
Segment Wealth Management, LLC40,716$14.8M1.01%+6413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP40,692$14.8M2.82%-4113F-HRTimeline
Quilter Plcin group Quilter Plc40,329$14.6M0.29%-1,36313F-HRTimelineGroup
SlateStone Wealth, LLC40,267$14.6M1.43%+93113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI40,252$14.6M0.79%-22613F-HRTimeline
DNCA FINANCE40,000$14.5M1.13%-6,40013F-HRTimeline
Candriam S.C.A.39,911$14.5M0.08%+5,18113F-HRTimeline
DEARBORN PARTNERS LLC39,486$14.3M0.6%+113F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd39,447$14.3M0.06%-15,02213F-HRTimelineGroup
F/m Investments LLC39,159$14.2M0.52%+7,59513F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding55,857$14.1M+7,719Timeline
BOWEN HANES & CO INC38,779$14.1M0.38%+30,83513F-HRTimeline
Gulf International Bank (UK) Ltd38,602$14M0.35%-46213F-HRTimeline
Dakota Wealth Management38,581$14M0.32%+22813F-HRTimeline
JACOBS & CO/CA38,508$14M1.42%-1,72313F-HRTimeline
LEE DANNER & BASS INC38,475$14M1.11%-43113F-HRTimeline
NEOS Investment Management LLC38,473$14M0.33%+4,03513F-HRTimeline
SYNOVUS FINANCIAL CORP38,457$14M0.18%-9413F-HRTimeline
Capital Investment Advisors, LLC38,322$13.9M0.28%+68813F-HRTimeline
Dana Investment Advisors, Inc.38,283$13.9M0.46%-15613F-HRTimeline
BOKF, NAin group BOKF, NA39,404$13.8M0.23%+57513F-HRTimelineGroup
LS Investment Advisors, LLC37,920$13.8M2.02%-43013F-HRTimeline
HB Wealth Management, LLC37,804$13.7M0.14%+1,29413F-HRTimeline
Summit Financial, LLC37,737$13.7M0.48%+85313F-HRTimeline
Meridian Wealth Management, LLC37,398$13.6M0.64%-29913F-HRTimeline
Stockman Wealth Management, Inc.37,376$13.6M2.12%+39613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC37,329$13.5M0.49%-2,48513F-HRTimeline
AIA Group Ltdin group AIA Group Ltd37,312$13.5M0.33%+4,64313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…37,111$13.5M0.07%+4,91213F-HRTimeline
Welch Group, LLC36,814$13.4M0.6%+70313F-HRTimeline
PITTENGER & ANDERSON INC36,805$13.4M0.49%-56513F-HRTimeline
Cornerstone Advisors, LLC36,500$13.2M0.53%013F-HRTimeline
HighPoint Advisor Group LLC36,493$13.2M0.72%+66513F-HRTimeline
Advisory Services Network, LLC36,066$13.1M0.24%-13113F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…35,901$13M0.11%-1,28813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP35,402$12.8M1.15%+5213F-HRTimeline
CPC Advisors, LLC35,172$12.8M1.74%+50513F-HRTimeline
CULLINAN ASSOCIATES INC35,043$12.7M0.82%-5,47313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34,996$12.7M0.31%-12313F-HRTimeline
BRAUN STACEY ASSOCIATES INC34,837$12.6M0.47%+96313F-HRTimeline