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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Quantinno Capital Management LP113,102$37.3M0.24%+16,95013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV112,826$37.2M0.09%-52413F-HRTimeline
PINNACLE ASSOCIATES LTD112,248$37M0.54%+64213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.111,853$36.9M0.13%+5,78013F-HRTimelineGroup
Czech National Bank109,773$36.2M0.33%+5,09213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT109,627$36.2M0.62%+1,20213F-HRTimeline
CONNING INC.in group CONNING INC.109,385$36.1M1.26%+11,09213F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…109,297$36M0.21%+6,63913F-HRTimeline
Clearstead Advisors, LLC108,978$35.9M0.56%+89013F-HRTimeline
Cresset Asset Management, LLC108,894$35.9M0.18%-6,98313F-HRTimeline
OFI INVEST ASSET MANAGEMENT117,204$35.8M0.94%+63013F-HRTimeline
Aptus Capital Advisors, LLC108,134$35.7M0.4%+12,02513F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding107,169$35.3M-3,074Timeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …107,075$35.3M0.09%-16,17813F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…106,641$35.2M0.4%-51,97413F-HRTimelineGroup
Prospera Financial Services Inc105,607$34.8M0.8%+1,92113F-HRTimeline
Steward Partners Investment Advisory, L…103,143$34M0.3%+2,52313F-HRTimeline
COMERICA BANK102,868$33.9M0.14%-7,01513F-HRTimeline
MANNING & NAPIER ADVISORS LLC102,629$33.8M0.42%-10,86613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC102,508$33.8M0.29%+28,76213F-HRTimelineGroup
COUNTRY TRUST BANK102,236$33.7M0.85%+73713F-HR/ATimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…101,846$33.6M0.4%+1,40013F-HRTimeline
CIBC WORLD MARKETS CORP101,170$33.4M0.26%-116,51113F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.100,441$33.1M0.26%+77,41513F-HRTimeline
Wesleyan Assurance Society100,379$33.1M2.46%013F-HRTimeline
Handelsbanken Fonder AB100,101$33M0.14%+2,77913F-HRTimeline
Paralel Advisors LLC100,000$33M1.37%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO99,336$32.8M0.04%-3,85513F-HR/ATimelineGroup
BLI - Banque de Luxembourg Investments99,400$32.7M0.99%-21,00013F-HRTimeline
AMALGAMATED BANK98,731$32.6M0.28%-20513F-HRTimeline
Main Street Research LLC98,562$32.5M2.12%+2,07613F-HRTimeline
Busey Bank95,802$31.6M1.06%+84913F-HRTimeline
Mesirow Financial Investment Management…95,628$31.5M0.61%-2,00813F-HRTimeline
RWA WEALTH PARTNERS, LLC95,599$31.5M0.4%+29,44813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …94,648$31.2M0.55%+92,21113F-HRTimelineGroup
LSV ASSET MANAGEMENT93,420$30.8M0.07%-57,89013F-HRTimeline
Minneapolis Portfolio Management Group,…93,063$30.7M4.26%-1,18013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …92,333$30.5M0.19%-51813F-HRTimeline
Man Group plcin group Man Group plc92,010$30.3M0.09%+58,71013F-HRTimelineGroup
Twin Tree Management, LP91,734$30.3M0.67%new13F-HRTimeline
IFM Investors Pty Ltd91,180$30.1M0.33%-43213F-HR/ATimeline
CWM, LLCin group CWM, LLC90,696$29.9M0.12%+6,62213F-HRTimelineGroup
Mediolanum International Funds Ltd89,981$29.7M0.41%+4,32113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC86,206$28.4M0.04%-1,84113F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC86,188$28.4M0.43%+85,49613F-HR/ATimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC86,180$28.4M0.33%-6,33013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH83,310$27.5M0.35%-23,49913F-HRTimelineGroup
Beacon Pointe Advisors, LLC81,955$27M0.3%-1,36813F-HRTimeline
D.A. DAVIDSON & CO.80,856$26.7M0.21%+2,43313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC81,978$26.6M0.03%-6,76713F-HRTimelineGroup
Varma Mutual Pension Insurance Co80,556$26.6M0.23%-3,80013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.80,534$26.6M0.29%-16,28513F-HRTimelineGroup
Utah Retirement Systems79,925$26.4M0.3%-1,19013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP79,805$26.3M0.2%-2,22913F-HRTimelineGroup
LEVIN CAPITAL STRATEGIES, L.P.79,310$26.2M2.78%-2,42713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL78,968$26M0.61%-913F-HRTimeline
NorthCrest Asset Manangement, LLC76,051$25.1M0.76%+1,13013F-HRTimeline
CW Advisors, LLC74,667$24.6M0.3%+14,02713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP73,966$24.4M0.36%-7,28913F-HRTimeline
CIBC Asset Management Inc73,882$24.4M0.08%-2,02313F-HRTimeline
Willis Investment Counsel73,778$24.3M1.64%+413F-HRTimeline
SCOTIA CAPITAL INC.72,469$23.9M0.13%-4,71213F-HRTimeline
Advisors Capital Management, LLC72,184$23.8M0.37%+1,63613F-HRTimeline
Foundry Partners, LLC71,897$23.7M1.26%-13,95313F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC71,570$23.6M2.19%-19813F-HRTimeline
XPONANCE LLC70,671$23.3M0.23%+54413F-HRTimeline
Ausdal Financial Partners, Inc.70,651$23.3M1.76%+1,52413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,621$23.3M0.02%+17,12313F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…70,471$23.2M0.34%-20,86913F-HRTimelineGroup
Police & Firemen's Retirement System of…70,263$23.2M0.23%-91713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …69,895$23.1M1.57%-2,50013F-HRTimelineGroup
Gotham Asset Management, LLC69,299$22.9M0.19%-5,72113F-HRTimeline
Glenview Trust Co68,462$22.6M0.44%-1,93813F-HR/ATimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG68,180$22.5M0.23%-55,96113F-HRTimelineGroup
Zimmer Partners, LP67,950$22.4M0.45%+37,83013F-HRTimeline
Badgley Phelps Wealth Managers, LLC67,532$22.3M0.54%+36513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG66,955$22.1M0.4%-1,31213F-HRTimelineGroup
AMF Tjanstepension AB66,863$22.1M0.16%013F-HRTimeline
Grassi Investment Management66,904$22.1M2.04%-5013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC66,056$21.8M0.09%+91713F-HRTimelineGroup
Private Advisor Group, LLC65,353$21.6M0.13%-2,44313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co65,046$21.5M0.28%+86213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…64,879$21.4M0.09%-18013F-HRTimeline
Public Sector Pension Investment Board64,469$21.3M0.09%+4,30013F-HRTimeline
FACTORY MUTUAL INSURANCE CO64,100$21.1M0.25%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…64,081$21.1M0.22%-88113F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…64,017$21.1M0.65%013F-HRTimelineGroup
Wealthfront Advisers LLC63,502$20.9M0.06%+2,38013F-HRTimeline
Westchester Capital Management, Inc.63,435$20.9M5.2%+46813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC63,360$20.9M0.03%-98,48113F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc63,053$20.8M0.3%-21,14713F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
JANUS HENDERSON GROUP PLCin group Janus Henderson62,393$20.6M0.01%-39813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC62,315$20.6M0.03%+7,25013F-HRTimelineGroup
TD Waterhouse Canada Inc.62,216$20.5M0.17%-10,27613F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co61,764$20.4M0.05%+1,26513F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC61,492$20.3M2.44%-1,84013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN61,287$20.2M0.13%+56513F-HRTimeline
Moran Wealth Management, LLC61,230$20.2M0.68%+6,35213F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…61,122$20.2M0.23%-2,41213F-HR/ATimelineGroup
BLACKHILL CAPITAL INC60,000$19.8M1.15%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN58,178$19.2M1.82%-1,55613F-HRTimeline
Allworth Financial LP62,166$19.1M0.11%+1,33413F-HRTimeline
USS Investment Management Ltd57,808$19.1M0.14%-21,90013F-HRTimeline
MassMutual Private Wealth & Trust, FSB57,517$19M0.55%+64213F-HRTimeline
Empowered Funds, LLC57,497$19M0.27%+28,30813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,757$18.7M0.11%+10,93113F-HRTimelineGroup
Harvest Portfolios Group Inc.56,653$18.7M0.55%+2,05313F-HRTimeline
ASR Vermogensbeheer N.V.56,561$18.7M0.28%13F-HRTimeline
Ethic Inc.56,104$18.5M0.38%-99513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC56,216$18.5M0.13%+31013F-HRTimeline
Eisler Capital Management Ltd.56,049$18.5M0.55%+50,07713F-HRTimeline
State of Alaska, Department of Revenue56,008$18.5M0.21%+96013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management55,711$18.4M0.26%+24,43513F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC55,429$18.3M2.24%-1,34713F-HRTimeline
NorthCoast Asset Management LLC54,855$18.1M0.09%-65013F-HR/ATimeline
Callahan Advisors, LLC54,657$18M1.72%-24213F-HRTimeline
Richard C. Young & CO., LTD.54,567$18M1.93%-1,18813F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding54,387$17.9M+4,380Timeline
CONGRESS ASSET MANAGEMENT CO54,371$17.9M0.13%-1,24213F-HRTimeline
&PARTNERS52,956$17.5M0.19%+4,12813F-HRTimeline
Wharton Business Group, LLC52,538$17.4M0.79%-27013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…52,507$17.3M0.02%-42,68013F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp52,441$17.3M0.53%-1,44113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC52,222$17.2M0.62%-1,58613F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…51,947$17.1M0.18%+1,35313F-HRTimeline
Baker Avenue Asset Management, LP51,832$17.1M0.54%+7313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC51,758$17.1M0.16%-73013F-HRTimelineGroup
LaFleur & Godfrey LLC51,353$16.9M2.3%+56813F-HRTimeline
OP Asset Management Ltd50,374$16.6M0.28%13F-HR/ATimeline
Crossmark Global Holdings, Inc.50,219$16.6M0.29%+3,66913F-HRTimeline
NEOS Investment Management LLC50,101$16.5M0.31%+11,62813F-HRTimeline
UMB Bank, n.a.49,778$16.4M0.27%-5,12113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO49,192$16.2M0.23%-1,02413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT49,171$16.2M1.07%-20813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.49,091$16.2M0.1%+1,66613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…48,521$16M0.14%-1,36713F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.48,277$15.9M0.2%new13F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding47,011$15.5M-8,846Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.46,739$15.4M0.03%-1,15913F-HRTimelineGroup
DAVENPORT & Co LLC46,070$15.2M0.09%+1,01513F-HRTimeline
Independent Advisor Alliance46,046$15.2M0.5%-3,51313F-HRTimeline
FineMark National Bank & Trust46,015$15.2M0.55%-14,38013F-HRTimeline
First National Trust Co45,901$15.1M0.61%-3,54113F-HRTimeline
SlateStone Wealth, LLC45,049$14.9M1.49%+4,78213F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…45,000$14.8M1.3%013F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC44,864$14.8M0.13%-16,21713F-HR/ATimelineGroup
Generali Asset Management SPA SGR44,834$14.8M0.36%-9,07113F-HRTimeline
Integrated Advisors Network LLC44,777$14.8M0.75%-14,23913F-HRTimeline
Henshaw Capital LLC44,335$14.6M0.64%+10,27513F-HRTimeline
HB Wealth Management, LLC44,115$14.5M0.12%+6,31113F-HRTimeline
Rakuten Investment Management, Inc.43,818$14.4M0.07%13F-HRTimeline
Allied Investment Advisors, LLC42,984$14.2M2.69%+1,21713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA42,870$14.1M0.08%-23,28213F-HRTimelineGroup
Atwater Malick LLC42,740$14.1M4.77%+51413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC42,533$14M0.49%+30413F-HRTimeline
Dodge & Cox41,951$13.8M0.01%-2513F-HRTimeline
Segment Wealth Management, LLC41,943$13.8M0.94%+1,22713F-HRTimeline
CULBERTSON A N & CO INC41,751$13.8M2.2%-913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC41,743$13.8M0.04%+28,65013F-HRTimelineGroup
Florida Trust Wealth Management Co41,679$13.7M0.45%-4,65013F-HRTimeline
Stillwater Capital Advisors, LLC41,633$13.7M1.92%+31813F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL41,525$13.7M5.15%-2,71013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP41,461$13.7M2.72%+76913F-HR/ATimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND41,029$13.5M0.26%-36413F-HRTimeline
Woodline Partners LP40,378$13.3M0.09%+11,38413F-HRTimeline
Candriam S.C.A.40,261$13.3M0.08%+35013F-HRTimeline
Quilter Plcin group Quilter Plc40,169$13.2M0.28%-16013F-HRTimelineGroup
Clear Harbor Asset Management, LLC40,102$13.2M1.05%-2,02113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI39,832$13.1M0.72%-42013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC39,716$13.1M0.23%-9,40513F-HRTimeline
CENTRAL TRUST Co39,561$13M0.32%-3,02513F-HRTimeline
Stockman Wealth Management, Inc.39,407$13M1.92%+2,03113F-HRTimeline
DEARBORN PARTNERS LLC39,398$13M0.62%-8813F-HRTimeline
Elo Mutual Pension Insurance Co39,113$12.9M0.29%-3,50413F-HRTimeline
Geneos Wealth Management Inc.39,035$12.9M0.19%+24,06313F-HRTimeline
Meridian Wealth Management, LLC38,972$12.9M0.62%+1,57413F-HRTimeline
JACOBS & CO/CA38,845$12.8M1.37%+33713F-HRTimeline
Federation des caisses Desjardins du Qu…38,823$12.8M0.06%+1,71213F-HRTimeline
Janney Capital Management LLC38,787$12.8M0.88%-2,16613F-HRTimeline
Freestone Grove Partners LP38,617$12.7M0.13%new13F-HRTimeline
LEE DANNER & BASS INC38,370$12.7M1.02%-10513F-HRTimeline
SYNOVUS FINANCIAL CORP38,349$12.6M0.16%-10813F-HRTimeline
MIZUHO SECURITIES USA LLC38,268$12.6M0.27%-7,49113F-HRTimeline
Capital Investment Advisors, LLC38,078$12.6M0.25%-24413F-HRTimeline
LS Investment Advisors, LLC38,009$12.5M1.93%+8913F-HRTimeline
Welch Group, LLC37,970$12.5M0.55%+1,15613F-HRTimeline
F/m Investments LLC37,485$12.4M0.49%-1,67413F-HRTimeline
BOKF, NAin group BOKF, NA37,473$12.4M0.22%-1,93113F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…37,269$12.3M0.11%+1,36813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC37,254$12.3M0.45%-7513F-HRTimeline
Advisory Services Network, LLC37,029$12.2M0.23%+96313F-HRTimeline
Vantage Investment Partners, LLC36,963$12.2M1.02%+2,50213F-HRTimeline
PITTENGER & ANDERSON INC36,759$12.1M0.44%-4613F-HRTimeline
Cornerstone Advisors, LLC36,500$12M0.52%013F-HRTimeline
Rafferty Asset Management, LLC36,342$12M0.05%-9,20513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP35,918$11.8M1.11%+51613F-HRTimeline
Dakota Wealth Management35,865$11.8M0.28%-2,71613F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc35,773$11.8M0.07%+4,44813F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The35,551$11.7M0.22%+3,54513F-HRTimelineGroup
BRAUN STACEY ASSOCIATES INC35,232$11.6M0.48%+39513F-HRTimeline