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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

Filings received so far for Q3 2026: 464 13F filers report a position in CAT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
DOLIVER ADVISORS, LP1,818$1.47M0.32%013F-HRTimeline
Windsor Capital Management, LLC1,817$1.47M0.38%-5513F-HRTimeline
Whalen Wealth Management Inc.1,816$1.47M0.63%+2313F-HRTimeline
Violich Capital Management, Inc.1,800$1.46M0.16%013F-HRTimeline
Rosenberg Matthew Hamilton1,776$1.44M0.26%+9113F-HRTimeline
Montz Harcus Wealth Management LLC1,775$1.44M0.5%-8813F-HRTimeline
Western Financial Corp/CA1,770$1.44M0.48%-5,28513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,758$1.43M0.03%+5713F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC1,749$1.42M0.25%+3913F-HRTimeline
Centurion Wealth Management LLC1,749$1.42M0.34%-11213F-HRTimeline
Foster Group, Inc.1,738$1.41M0.04%-78213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,729$1.4M0.37%+49213F-HRTimeline
Baker Ellis Asset Management LLC1,712$1.39M0.15%-13013F-HRTimeline
Accel Wealth Management1,694$1.37M0.3%-1113F-HRTimeline
Stonebridge Financial Group, LLC1,693$1.37M0.1%+5813F-HRTimeline
HALL LAURIE J TRUSTEE1,682$1.36M0.43%-2513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,677$1.36M0.43%-6613F-HRTimeline
Balefire, LLC1,675$1.36M0.21%-5813F-HRTimeline
Grove Bank & Trust1,655$1.34M0.13%+113F-HRTimeline
Kaydan Wealth Management, Inc.1,650$1.34M0.46%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,622$1.32M0.79%013F-HRTimeline
Bigelow Investment Advisors, LLC1,610$1.31M0.46%+1913F-HRTimeline
Mirador Capital Partners LP1,582$1.28M0.15%-6713F-HRTimeline
Sendero Wealth Management, LLC1,558$1.26M0.13%-213F-HRTimeline
Trinity Financial Advisors LLC1,550$1.26M0.32%013F-HRTimeline
Affinity Capital Advisors, LLC1,566$1.25M0.15%-10713F-HRTimeline
NVWM, LLC1,537$1.25M0.23%+713F-HRTimeline
Pacifica Partners Inc.1,495$1.24M0.37%-213F-HRTimeline
FIRST COMMUNITY TRUST NA1,523$1.23M0.41%+25913F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,500$1.22M0.04%013F-HRTimeline
ANCHYRA PARTNERS LLC1,474$1.2M0.25%+23513F-HRTimeline
McCollum Christoferson Group LLC1,450$1.18M0.34%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,437$1.16M0.13%+413F-HRTimeline
Hickory Point Bank & Trust1,432$1.16M0.7%-7913F-HRTimeline
Bill Few Associates, Inc.1,430$1.16M0.24%-6913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,400$1.14M0.33%013F-HRTimeline
First Pacific Financial1,394$1.13M0.12%+1213F-HRTimeline
Northside Capital Management, LLC1,387$1.13M0.09%013F-HRTimeline
UNION SAVINGS BANK1,369$1.11M0.44%-6613F-HRTimeline
THOMAS STORY & SON LLC1,350$1.09M0.38%013F-HRTimeline
David J Yvars Group1,347$1.09M0.5%-1413F-HRTimeline
Veracity Capital LLC1,324$1.07M0.29%-47313F-HRTimeline
MRA Advisory Group1,322$1.07M0.4%013F-HRTimeline
S.A. Mason LLC1,317$1.07M0.31%-713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,313$1.06M0.16%-2413F-HRTimeline
WEST PACES ADVISORS INC.1,302$1.06M0.18%-3613F-HRTimeline
Global Trust Wealth Management LLC1,286$1.04M0.75%-2013F-HRTimeline
STABLEFORD CAPITAL II LLC1,264$1.02M0.36%+29113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,261$1.02M0.12%+3713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,260$1.02M0.15%-2013F-HRTimeline
Hardin Capital Partners, LLC1,248$1.01M0.49%-2713F-HRTimeline
Mengis Capital Management, Inc.1,236$1M0.15%-513F-HRTimeline
YHB Investment Advisors, Inc.1,236$1M0.06%-1313F-HRTimeline
MFA Wealth Services1,225$993K0.59%-613F-HRTimeline
Hamilton Capital, LLC1,218$988K0.06%+613F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,183$959K0.49%-713F-HRTimeline
Bangor Savings Bank1,179$956K0.07%-5213F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,172$951K0.15%+92613F-HRTimeline
Central Pacific Bank - Trust Division1,156$937K0.1%-2,46513F-HRTimeline
XY Planning Network, Inc.1,147$930K0.1%+8613F-HRTimeline
DKM Wealth Management, Inc.1,136$921K0.58%+56013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department1,134$919K0.4%-413F-HRTimelineGroup
Seven Hills Financial, LLC1,127$914K0.55%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,126$913K0.09%013F-HRTimeline
Dale Q Rice Investment Management Ltd1,122$910K0.5%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,120$908K0.44%013F-HRTimeline
West Wealth Group, LLC1,097$890K0.14%+2713F-HRTimeline
Congress Park Capital LLC1,080$876K0.23%-13513F-HRTimeline
Peoples Bank/KS1,068$866K0.84%-28013F-HRTimeline
Fortitude Family Office, LLC1,058$858K0.15%+49213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,050$851K0.05%013F-HRTimeline
Gilman Hill Asset Management, LLC1,024$830K0.12%-1113F-HRTimeline
Ledgewood Wealth Advisors, LLC1,017$825K0.45%013F-HRTimeline
Kaizen Financial Strategies1,003$814K0.32%-10013F-HRTimeline
DAVIDSON TRUST CO1,000$811K0.32%013F-HRTimeline
Worth Asset Management, LLC999$810K0.24%-36813F-HRTimeline
Ring Mountain Capital, LLC997$808K0.33%+4813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC986$799K0.16%-2413F-HRTimeline
FIRST FINANCIAL CORP /IN/982$796K0.28%-513F-HRTimeline
Syntegra Private Wealth Group, LLC971$788K0.06%-213F-HRTimeline
LifePlan Financial, LLC988$787K0.56%-91813F-HRTimeline
KFA Private Wealth Group, LLC965$783K0.18%-6713F-HRTimeline
Southland Equity Partners LLC963$781K0.13%-10513F-HRTimeline
Meredith Wealth Planning959$778K0.19%+113F-HRTimeline
Nautilus Advisors LLC957$776K0.47%+2913F-HRTimeline
Blue Capital, Inc.948$768K0.48%+4813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC946$767K0.09%+213F-HRTimeline
Essex LLC918$744K0.11%new13F-HRTimeline
Asempa Wealth Advisors900$744K0.58%013F-HRTimeline
Finivi Inc.895$725K0.35%-19013F-HRTimeline
RIVERSEDGE ADVISORS, LLC873$708K0.09%+48313F-HRTimeline
Towerpoint Wealth, LLC872$707K0.25%013F-HRTimeline
IFS Advisors, LLC870$706K0.21%+81713F-HRTimeline
True Wealth Design, LLC866$702K0.16%-11413F-HRTimeline
LifeGoal Investments, LLC858$696K0.21%+21613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV849$688K0.08%-2313F-HRTimeline
Prota Financial, LLC818$676K0.43%-413F-HRTimeline
TCP Asset Management, LLC796$673K0.08%-3313F-HRTimeline
Oliver Luxxe Assets LLC823$667K0.1%013F-HRTimeline
M.E. ALLISON & CO., INC.822$667K0.37%013F-HRTimeline
Compass Financial Group, INC/SD816$662K0.07%+113F-HRTimeline
Peterson Wealth Advisors, LLC805$653K0.08%-11713F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV790$641K0.38%+13513F-HRTimeline
MPS Loria Financial Planners, LLC777$630K0.12%+113F-HRTimeline
Crane Advisory, LLC738$626K0.09%+113F-HRTimeline
Rydar Equities, Inc.768$625K0.32%+3513F-HRTimeline
Ballew Advisors, Inc732$618K0.31%+813F-HRTimeline
Fjell Capital, LLC754$611K0.34%+11313F-HRTimeline
Antonelli Financial Advisors, LLC752$610K0.44%013F-HRTimeline
General Partner, Inc.752$610K0.33%013F-HRTimeline
JGP Wealth Management, LLC745$604K0.05%+613F-HRTimeline
Advisory Solutions Group, LLC741$601K0.13%new13F-HRTimeline
TrueWealth Advisors, LLC738$598K0.13%-213F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…736$597K0.43%+25613F-HRTimeline
Sunburst Financial Group, LLC733$594K0.1%013F-HRTimeline
jvl associates llc724$587K0.17%-1713F-HRTimeline
Meadowbrook Wealth Management, LLC720$584K0.61%-11513F-HRTimeline
Galvin, Gaustad & Stein, LLC715$580K0.04%+5613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …705$572K0.04%+213F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.694$563K0.29%+213F-HRTimeline
Aletheian Wealth Advisors LLC692$561K0.23%+1413F-HRTimeline
Granite FO LLC685$555K0.3%013F-HRTimeline
Clay Northam Wealth Management, LLC681$552K0.26%013F-HRTimeline
Cambridge Financial Group, LLC517$551K0.17%013F-HRTimeline
GEM Asset Management, LLC674$547K0.22%+2513F-HRTimeline
Leverty Financial Group, LLC670$543K0.1%013F-HRTimeline
Dakota Community Bank & Trust NA664$538K1.55%+10713F-HRTimeline
Orgel Wealth Management, LLC663$538K0.01%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC614$530K0.21%-47613F-HRTimeline
N10 WEALTH, LLC638$517K0.15%+28813F-HRTimeline
Meritas Wealth Management, LLC632$512K0.18%013F-HRTimeline
Fermata Advisors, LLC629$510K0.1%+9513F-HRTimeline
S.E.E.D. Planning Group LLC620$503K0.12%new13F-HRTimeline
Navigate Wealth Management, LLC623$499K0.3%-64313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC613$497K0.13%-5213F-HRTimeline
DECISION INVESTMENTS, INC612$496K0.46%+9313F-HRTimeline
Value Investment Professionals, LLC591$479K0.42%+113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.582$472K0.26%013F-HRTimeline
HighRoad Wealth Advisors, LLC580$470K0.39%-35513F-HRTimeline
Madson Wealth Advisors Inc570$462K0.32%013F-HRTimeline
Intelligence Driven Advisers, LLC568$461K0.08%+2813F-HRTimeline
ABLE Financial Group, LLC560$454K0.07%+29413F-HRTimeline
LYNCH & ASSOCIATES/IN558$452K0.06%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV551$447K0.32%-513F-HRTimeline
Capitol Family Office, Inc.546$443K0.48%-27313F-HRTimeline
KWMG, LLC541$439K0.03%+2013F-HRTimeline
Objective Capital Management, LLC540$438K0.39%013F-HRTimeline
Retireful, LLC532$431K0.37%-1,66413F-HRTimeline
Miller Global Investments, LLC531$431K0.35%013F-HRTimeline
Investment Planning Advisors, Inc.526$427K0.1%+9813F-HRTimeline
Global Wealth Strategies & Associates516$419K0.08%+14213F-HRTimeline
Successful Portfolios LLC492$418K0.19%+413F-HRTimeline
Bank of New Hampshire515$418K0.09%-10813F-HRTimeline
Great Waters Wealth Management511$414K0.04%-213F-HRTimeline
HF Advisory Group, LLC510$414K0.12%+713F-HRTimeline
SC&H Financial Advisors, Inc.507$411K0.06%013F-HRTimeline
Weaver Consulting Group507$411K0.08%+2713F-HRTimeline
FORONJY FINANCIAL LLC506$411K0.14%+6613F-HRTimeline
Veery Capital, LLC505$409K0.11%013F-HRTimeline
Alliance Wealth Advisors, LLC502$407K0.16%013F-HRTimeline
Adirondack Capital Advisors, LLC500$405K0.21%013F-HRTimeline
Tactive Advisors, LLC494$401K0.1%-39113F-HRTimeline
Johnson Bixby & Associates, LLC492$399K0.04%013F-HRTimeline
Marotta Asset Management491$398K0.07%013F-HRTimeline
CLG LLC486$394K0.08%+14313F-HRTimeline
Financial Planning Hawaii, Inc.475$385K0.21%-17113F-HRTimeline
SACHEM HILL LLC473$384K0.07%013F-HRTimeline
MinichMacGregor Wealth Management, LLC468$380K0.06%-28213F-HRTimeline
Walker Asset Management, LLC466$378K0.19%013F-HRTimeline
Ulland Investment Advisors, LLC465$377K0.26%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.459$372K0.16%+1513F-HRTimeline
StoryOne LLC453$367K0.17%+213F-HRTimeline
Discipline Wealth Solutions, LLC449$364K0.03%013F-HRTimeline
Richard P Slaughter Associates Inc445$361K0.07%+413F-HRTimeline
Plan A Wealth LLC442$358K0.13%-5313F-HRTimeline
First PREMIER Bank436$354K0.06%+3013F-HRTimeline
Cape Investment Advisory, Inc.436$354K0.09%+2213F-HRTimeline
Wisconsin Wealth Advisors, LLC436$354K0.3%013F-HRTimeline
Lexington Hill Partners, LLC435$353K0.16%-1513F-HRTimeline
Vilga Financial Planning LLC433$351K0.21%+4113F-HRTimeline
My Personal CFO, LLC428$347K0.12%+2613F-HRTimeline
Emerald Advisors, LLC426$345K0.04%-113F-HRTimeline
JM2 Capital Inc.423$343K0.23%+3613F-HRTimeline
Echo45 Advisors LLC418$339K0.15%+913F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.416$338K0.16%-2413F-HR/ATimeline
Spartan Planning & Wealth Management413$335K0.22%-70613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…412$334K0.05%+7113F-HRTimeline
Innovative Wealth Building LLC412$334K0.18%013F-HRTimeline
Pachira Investments Inc.409$332K0.11%+7613F-HRTimeline
Park Capital Management, LLC / WI406$330K0.17%+6213F-HRTimeline
Three Magnolias Financial Advisors, LLC400$324K0.19%-20013F-HRTimeline
BIRCHBROOK, INC.400$324K0.16%013F-HRTimeline
TL Private Wealth400$320K0.11%013F-HRTimeline
Buska Wealth Management, LLC394$320K0.11%013F-HRTimeline
ENTREWEALTH, LLC388$315K0.11%+2113F-HRTimeline
Strategic Financial Group, LLC380$308K0.3%013F-HRTimeline
Ifrah Financial Services, Inc.371$301K0.08%-18913F-HRTimeline
ALKEME WEALTH, LLC370$300K0.11%013F-HRTimeline
BCO Wealth Management LLC370$300K0.16%013F-HRTimeline
WestHill Financial Advisors, Inc.362$294K0.05%-47913F-HRTimeline