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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI117,414$45.6M0.35%new13F-HRTimelineGroup
S&CO INC117,275$45.5M2.92%+2,38013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…115,347$44.8M0.24%+6,05013F-HRTimeline
Czech National Bank114,961$44.6M0.35%+5,18813F-HRTimeline
HRT FINANCIAL LP114,625$44.5M0.2%new13F-HRTimeline
BLAIR WILLIAM & CO/IL113,544$44.1M0.12%-73513F-HRTimeline
PINNACLE ASSOCIATES LTD112,662$43.7M0.63%+41413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …112,526$43.7M0.7%+17,87813F-HRTimelineGroup
COUNTRY TRUST BANK110,580$42.9M0.96%+8,34413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.109,048$42.3M0.37%-13,50313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT108,851$42.3M0.66%-77613F-HRTimeline
Handelsbanken Fonder AB107,675$41.8M0.15%+7,57413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC107,304$41.7M0.39%-51,38513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.106,367$41.3M0.14%-5,48613F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding104,675$40.6M-2,494Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO104,176$40.4M0.05%+4,84013F-HRTimelineGroup
Cresset Asset Management, LLC103,803$40.3M0.2%-5,09113F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC103,957$40.2M0.03%+21,97913F-HRTimelineGroup
CIBC WORLD MARKETS CORP102,512$39.8M0.26%+1,34213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH102,787$39.5M0.33%+19,47713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV101,569$39.4M0.09%-11,25713F-HRTimeline
Steward Partners Investment Advisory, L…101,065$39.2M0.31%-2,07813F-HRTimeline
Wesleyan Assurance Society100,379$39M2.52%013F-HRTimeline
CONNING INC.in group CONNING INC.100,324$38.9M1.34%-9,06113F-HRTimelineGroup
COMERICA BANK100,102$38.9M0.15%-2,76613F-HRTimeline
Paralel Advisors LLC100,000$38.8M1.58%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …99,590$38.7M0.09%-7,48513F-HRTimelineGroup
Clearstead Advisors, LLC99,473$38.6M0.54%-9,50513F-HRTimeline
Gotham Asset Management, LLC97,913$38M0.23%+28,61413F-HRTimeline
Jain Global LLC96,502$37.5M0.58%+94,94213F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.95,861$37.2M0.41%+47,58413F-HRTimeline
Busey Bank95,295$37M1.13%-50713F-HRTimeline
Mesirow Financial Investment Management…94,936$36.9M0.72%-69213F-HRTimeline
Aptus Capital Advisors, LLC94,915$36.8M0.36%-13,21913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…93,783$36.4M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP94,521$36.4M0.03%+23,90013F-HRTimelineGroup
AMALGAMATED BANK93,396$36.3M0.28%-5,33513F-HRTimeline
LSV ASSET MANAGEMENT93,300$36.2M0.08%-12013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…93,057$36.1M0.36%-13,58413F-HRTimelineGroup
IFM Investors Pty Ltd92,878$36.1M0.34%+1,69813F-HRTimeline
Minneapolis Portfolio Management Group,…92,043$35.7M4.42%-1,02013F-HRTimeline
CWM, LLCin group CWM, LLC90,633$35.2M0.12%-6313F-HRTimelineGroup
Mediolanum International Funds Ltd90,255$34.7M0.42%+27413F-HRTimeline
BLI - Banque de Luxembourg Investments90,260$34.7M0.99%-9,14013F-HRTimeline
CSM Advisors, LLC89,328$34.7M1.01%+63,66313F-HRTimeline
RWA WEALTH PARTNERS, LLC89,179$34.6M0.43%-6,42013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD87,210$33.8M0.04%-43,52313F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co87,000$33.8M0.27%new13F-HRTimeline
Covalis Capital LLPin group Covalis Capital LLP86,526$33.6M4.25%new13F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC85,085$33M0.36%-1,09513F-HRTimeline
Beacon Pointe Advisors, LLC84,855$32.9M0.34%+2,90013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC84,473$32.8M0.04%-1,73313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.83,356$32.4M0.31%+2,82213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
D.A. DAVIDSON & CO.82,627$32.1M0.23%+1,77113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.81,351$31.6M0.07%new13F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …80,969$31.4M0.48%-48,44113F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT94,238$31.2M0.77%-22,96613F-HRTimeline
MANNING & NAPIER ADVISORS LLC79,955$31M0.37%-22,67413F-HRTimeline
Allworth Financial LP79,859$31M0.15%+17,69313F-HRTimeline
Willis Investment Counsel79,608$30.9M1.81%+5,83013F-HRTimeline
SCOTIA CAPITAL INC.79,116$30.7M0.15%+6,64713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL78,786$30.6M0.68%-18213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP78,540$30.5M0.21%-1,26513F-HRTimelineGroup
Utah Retirement Systems78,512$30.5M0.32%-1,41313F-HRTimeline
NorthCrest Asset Manangement, LLC75,102$29.9M0.8%-94913F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.76,059$29.5M2.9%-3,25113F-HRTimeline
Empowered Funds, LLC75,933$29.5M0.33%+18,43613F-HRTimeline
Advisors Capital Management, LLC75,897$29.5M0.4%+3,71313F-HRTimeline
Dakota Wealth Management75,704$29.4M0.62%+39,83913F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …75,294$29.2M0.17%-17,03913F-HRTimeline
Prospera Financial Services Inc75,050$29.1M0.54%-30,55713F-HRTimeline
Private Advisor Group, LLC74,265$28.8M0.16%+8,91213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC73,327$28.5M0.15%+16,57013F-HRTimelineGroup
CW Advisors, LLC73,224$28.4M0.28%-1,44313F-HRTimeline
&PARTNERS72,381$28.1M0.22%+19,42513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC72,053$28M2.33%+48313F-HRTimeline
NorthCoast Asset Management LLC71,939$27.9M0.12%+17,08413F-HRTimeline
XPONANCE LLC70,408$27.3M0.23%-26313F-HRTimeline
Police & Firemen's Retirement System of…70,351$27.3M0.25%+8813F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …70,315$27.3M1.83%+42013F-HRTimelineGroup
Ausdal Financial Partners, Inc.69,828$27.1M1.81%-82313F-HRTimeline
Varma Mutual Pension Insurance Co69,356$26.9M0.2%-11,20013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP69,252$26.9M0.38%-4,71413F-HRTimeline
Glenview Trust Co69,125$26.8M0.46%+66313F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co68,782$26.7M0.06%+7,01813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…68,648$26.6M0.37%-1,82313F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…68,638$26.6M0.29%+37,37713F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC68,154$26.5M0.59%+62213F-HRTimeline
CIBC Asset Management Inc68,122$26.4M0.08%-5,76013F-HRTimeline
Grassi Investment Management66,904$26M2.07%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG66,117$25.7M0.44%-83813F-HRTimelineGroup
ING GROEP NV65,789$25.5M0.16%+61,85813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…65,533$25.4M0.03%+13,02613F-HRTimelineGroup
Harvest Portfolios Group Inc.65,237$25.3M0.59%+8,58413F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.65,124$25.3M0.2%-35,31713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC64,884$25.2M0.1%-1,17213F-HRTimelineGroup
Wealthfront Advisers LLC64,699$25.1M0.06%+1,19713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co64,642$25.1M0.31%-40413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…64,136$24.9M0.23%+5513F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO64,100$24.9M0.27%013F-HRTimeline
Westchester Capital Management, Inc.63,546$24.7M5.8%+11113F-HRTimeline
TD Waterhouse Canada Inc.62,429$24.4M0.17%+21313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…62,439$24.2M0.09%-2,44013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management61,428$23.8M0.31%+5,71713F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC61,422$23.8M2.65%-7013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN60,892$23.6M0.14%-39513F-HRTimeline
Moran Wealth Management, LLC60,362$23.4M0.73%-86813F-HRTimeline
BLACKHILL CAPITAL INC60,000$23.3M1.34%013F-HRTimeline
Bornite Capital Management LP60,000$23.3M2.33%new13F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson59,988$23.3M0.01%-2,40513F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…59,387$23.1M0.25%-1,73513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB59,158$23M0.61%+1,64113F-HRTimeline
USS Investment Management Ltd58,354$22.6M0.13%+54613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC58,079$22.5M0.15%+1,86313F-HRTimeline
Ethic Inc.58,256$22.4M0.4%+2,15213F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding57,730$22.4M+3,343Timeline
DELTA ASSET MANAGEMENT LLC/TN57,724$22.4M1.95%-45413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG57,055$22.1M0.21%-11,12513F-HRTimelineGroup
ASR Vermogensbeheer N.V.56,339$21.9M0.28%-22213F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc55,836$21.7M0.11%+20,06313F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC55,589$21.6M2.32%+16013F-HRTimeline
Capital International Investorsgroup of 4 filers holding55,323$21.5M-429,187Timeline
Callahan Advisors, LLC55,162$21.4M1.92%+50513F-HRTimeline
CADINHA & CO LLC55,013$21.4M3.54%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO54,349$21.1M0.14%-2213F-HRTimeline
LaFleur & Godfrey LLC53,984$21M2.62%+2,63113F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC53,949$20.9M0.1%+45,27313F-HRTimeline
Baker Avenue Asset Management, LP53,094$20.6M0.59%+1,26213F-HRTimeline
Richard C. Young & CO., LTD.53,032$20.6M2.03%-1,53513F-HRTimeline
State of Alaska, Department of Revenue52,818$20.5M0.22%-3,19013F-HRTimeline
KCM INVESTMENT ADVISORS LLC51,441$20M0.67%-78113F-HRTimeline
Woodline Partners LP50,874$19.7M0.1%+10,49613F-HRTimeline
OP Asset Management Ltd50,790$19.7M0.29%+41613F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC50,581$19.6M0.62%+8,04813F-HR/ATimeline
Wharton Business Group, LLC50,658$19.5M0.82%-1,88013F-HRTimeline
NEOS Investment Management LLC50,200$19.5M0.24%+9913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.50,185$19.5M0.11%+1,09413F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…49,870$19.4M0.03%-72,02213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…48,687$18.9M0.08%+9,86413F-HRTimeline
WHITTIER TRUST CO48,644$18.9M0.23%-54813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC48,340$18.8M0.15%-3,41813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC47,711$18.5M0.13%+2,84713F-HR/ATimelineGroup
UMB Bank, n.a.47,443$18.4M0.29%-2,33513F-HR/ATimeline
Integrated Advisors Network LLC46,879$18.2M0.82%+2,10213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT46,844$18.2M1.16%-2,32713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…46,785$18.2M0.15%-1,73613F-HRTimelineGroup
FineMark National Bank & Trust46,215$17.9M0.61%+20013F-HRTimeline
DAVENPORT & Co LLC46,144$17.9M0.1%+7413F-HRTimeline
Cornerstone Advisors, LLC46,000$17.9M0.61%+9,50013F-HRTimeline
SlateStone Wealth, LLC45,879$17.8M1.67%+83013F-HRTimeline
First National Trust Co45,409$17.6M0.66%-49213F-HRTimeline
Advisory Services Network, LLC40,108$17.6M0.28%+3,07913F-HRTimeline
Crossmark Global Holdings, Inc.45,046$17.5M0.28%-5,17313F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…45,000$17.5M1.4%013F-HRTimelineGroup
Independent Advisor Alliance44,619$17.3M0.5%-1,42713F-HRTimeline
Henshaw Capital LLC44,335$17.2M0.68%013F-HRTimeline
Generali Asset Management SPA SGR44,195$17.2M0.39%-63913F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding44,074$17.1M-2,937Timeline
Zimmer Partners, LP44,000$17.1M0.39%-23,95013F-HRTimeline
Allied Investment Advisors, LLC43,731$17M2.97%+74713F-HRTimeline
Atwater Malick LLC42,840$16.6M5.27%+10013F-HRTimeline
Rafferty Asset Management, LLC42,457$16.5M0.05%+6,11513F-HRTimeline
Segment Wealth Management, LLC42,449$16.5M1.05%+50613F-HRTimeline
SHELTON CAPITAL MANAGEMENT42,445$16.5M0.38%+7,42213F-HRTimeline
Summit Trail Advisors, LLC42,329$16.4M0.28%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.42,173$16.4M1.12%+11,08613F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC42,050$16.3M0.5%+37,81013F-HRTimeline
Stillwater Capital Advisors, LLC41,959$16.3M2.07%+32613F-HRTimeline
Dodge & Cox41,921$16.3M0.01%-3013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp41,848$16.2M0.46%-10,59313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP41,780$16.2M0.2%+3,43113F-HRTimeline
Glenmede Investment Management, LP41,531$16.1M0.08%13F-HRTimeline
HB Wealth Management, LLC41,441$16.1M0.13%-2,67413F-HRTimeline
Meridian Wealth Management, LLC41,388$16.1M0.69%+2,41613F-HRTimeline
CULBERTSON A N & CO INC41,121$16M2.45%-63013F-HRTimeline
Engineers Gate Manager LP41,040$15.9M0.2%+39,72913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41,026$15.9M0.03%+2713F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd40,996$15.9M0.27%new13F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP40,880$15.9M2.76%-58113F-HRTimeline
Stockman Wealth Management, Inc.40,649$15.8M2.14%+1,24213F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND40,629$15.8M0.28%-40013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,614$15.8M0.2%+6,79413F-HRTimelineGroup
Graham Capital Management, L.P.40,582$15.8M0.48%+37,55013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL39,980$15.5M6.86%-1,54513F-HRTimeline
Welch Group, LLC39,634$15.4M0.64%+1,66413F-HRTimeline
Elo Mutual Pension Insurance Co39,348$15.3M0.31%+23513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI39,217$15.2M0.93%-61513F-HRTimeline
Quilter Plcin group Quilter Plc39,153$15.2M0.28%-1,01613F-HRTimelineGroup
Clear Harbor Asset Management, LLC39,145$15.2M1.14%-95713F-HRTimeline
JACOBS & CO/CA38,862$15.1M1.5%+1713F-HRTimeline
Florida Trust Wealth Management Co38,530$15M0.46%-3,14913F-HRTimeline
CENTRAL TRUST Co38,391$14.9M0.34%-1,17013F-HRTimeline
Janney Capital Management LLC38,299$14.9M0.96%-48813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC38,296$14.9M0.19%-1,42013F-HRTimeline
LEE DANNER & BASS INC38,285$14.9M1.16%-8513F-HRTimeline
Pacer Advisors, Inc.38,262$14.9M0.04%-1,376,01813F-HRTimeline
Capital Investment Advisors, LLC38,026$14.8M0.26%-5213F-HR/ATimeline
LS Investment Advisors, LLC37,796$14.7M2.14%-21313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…37,744$14.7M0.12%+47513F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…37,665$14.6M0.14%-14,28213F-HRTimeline