CAT CATERPILLAR INC

COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers: 4,003
13F filers: 4,069
New: 394
Added: 1,441
Reduced: 1,608
Sold out: 106
Shares held by filers: 330,569,644

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.

Holder	Shares	Value	% of portfolio	Change	Source
WorthPointe, LLC	191	$203K	0.05%	new	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	191	$203K	0.12%	new	13F-HR Timeline
DDFG, Inc	191	$203K	0.04%	new	13F-HR Timeline
Willis Johnson & Associates, Inc.	190	$203K	0.01%	-298	13F-HR Timeline
Sage Capital Management, LLC	190	$203K	0.08%	new	13F-HR Timeline
Gutierrez Wealth Advisory, LLC	190	$202K	0.12%	new	13F-HR Timeline
KFG WEALTH MANAGEMENT, LLC	190	$202K	0.02%	new	13F-HR Timeline
RPg Family Wealth Advisory, LLC	190	$202K	0.03%	new	13F-HR/A Timeline
PUREfi Wealth, LLC	190	$202K	0.11%	new	13F-HR Timeline
COREPATH WEALTH PARTNERS LLC	213	$202K	0.13%	new	13F-HR Timeline
New England Capital Financial Advisors …	189	$202K	0.05%	0	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	188	$200K	0.05%	0	13F-HR Timeline
OBSIDIAN CIO, LLC	188	$200K	0.15%	new	13F-HR Timeline
Downshift Financial, LLC	182	$194K	0.09%	new	13F-HR Timeline
Plante Moran Financial Advisors, LLC	179	$191K	0.01%	-277	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	178	$190K	<0.01%	-1,184	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
CDKV HOLDINGS LLC	177	$188K	0.15%	0	13F-HR Timeline
Millstone Evans Group, LLC	173	$184K	0.1%	+7	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	171	$182K	<0.01%	+87	13F-HR Timeline Group
First Bancorp, Inc /ME/	170	$181K	0.07%	new	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	167	$178K	0.05%	+36	13F-HR Timeline
CGC Financial Services, LLC	166	$177K	0.04%	0	13F-HR Timeline
VIMA LLC	160	$170K	0.17%		13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	160	$170K	0.07%	-5	13F-HR Timeline
Ares Financial Consulting, LLC	158	$168K	0.12%	+5	13F-HR Timeline
Lodestone Wealth Management LLC	157	$167K	0.06%	0	13F-HR Timeline
Kemnay Advisory Services Inc.	156	$166K	0.02%	+7	13F-HR Timeline
Ninety One UK Ltd	154	$164K	<0.01%	new	13F-HR Timeline
Westfuller Advisors, LLC	153	$163K	0.06%	+145	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	152	$162K	0.09%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	149	$159K	0.12%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	148	$158K	0.07%	-3	13F-HR Timeline
Joseph Group Capital Management	145	$154K	0.03%	-23	13F-HR Timeline
Bullseye Investment Management, LLC	145	$154K	0.08%	0	13F-HR Timeline
Bruce G. Allen Investments, LLC	145	$154K	0.1%	-39	13F-HR Timeline
Measured Wealth Private Client Group, L…	143	$152K	0.04%	+10	13F-HR Timeline
E Fund Management (Hong Kong) Co., Ltd.	142	$151K	0.05%	-7	13F-HR Timeline
WHI TRUST Co LLC	142	$151K	0.1%	0	13F-HR Timeline
Dogwood Wealth Management LLC	137	$146K	0.06%	+17	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	136	$145K	0.01%	0	13F-HR Timeline
SYNTAX RESEARCH, INC.	135	$144K	0.11%	0	13F-HR Timeline
United Financial Planning Group LLC	134	$143K	0.07%	0	13F-HR Timeline
Oakmont Advisory Group, LLC	134	$143K	0.12%	new	13F-HR Timeline
Index Technologies Group LLC	134	$143K	0.11%	new	13F-HR Timeline
Valued Wealth Advisors LLC	132	$140K	0.05%	+9	13F-HR Timeline
State of Wyoming	131	$140K	0.01%	-143	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	130	$139K	0.04%	0	13F-HR Timeline
Ankerstar Wealth, LLC	127	$136K	0.11%	0	13F-HR Timeline
Midwest Capital Advisors, LLC	125	$134K	0.05%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	150	$133K	0.03%	new	13F-HR Timeline
Robinswood Financial LLC	124	$133K	0.04%	0	13F-HR Timeline
Kimelman & Baird, LLC	124	$132K	0.01%	0	13F-HR/A Timeline
Commonwealth Retirement Investments LLC	123	$131K	0.04%	new	13F-HR Timeline
RMG Wealth Management LLC	149	$127K	0.01%	0	13F-HR Timeline
Covestor Ltd	117	$125K	0.07%	+19	13F-HR Timeline
Park Place Capital Corp	111	$118K	0.02%	0	13F-HR Timeline
Swisher Financial Concepts, Inc.	110	$117K	0.07%	-271	13F-HR Timeline
Spectrum Wealth Advisory Group, LLC	107	$114K	0.03%	new	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	106	$113K	0.05%	0	13F-HR Timeline
Financial Management Professionals, Inc.	106	$113K	0.01%	+2	13F-HR Timeline
Birchwood Financial Partners, Inc.	105	$112K	0.09%	0	13F-HR Timeline
Atlantic Edge Private Wealth Management…	105	$112K	0.02%	+35	13F-HR Timeline
Evergreen Private Wealth LLC	104	$111K	0.04%	new	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	100	$106K	0.01%	0	13F-HR Timeline
Beacon Financial Strategies CORP	100	$106K	0.05%	0	13F-HR Timeline
Advocate Investing Services LLC	100	$106K	0.08%	0	13F-HR Timeline
STANCE CAPITAL LLC	99	$105K	0.03%	0	13F-HR Timeline
Daytona Street Capital LLC	110	$105K	0.08%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	98	$104K	0.02%	new	13F-HR Timeline
Nalls Sherbakoff Group, LLC	96	$103K	0.07%	0	13F-HR Timeline
Kilter Group LLC	96	$102K	0.04%	-1	13F-HR Timeline
Catherine Avery Investment Management L…	96	$102K	0.04%	-2	13F-HR Timeline
Cornerstone Financial Management LLC	95	$101K	0.08%	+35	13F-HR/A Timeline
HIGHLINE WEALTH PARTNERS LLC	93	$99.3K	0.02%	+14	13F-HR Timeline
Spurstone Advisory Services, LLC	100	$99.1K	1.35%	new	13F-HR Timeline
Caitlin John, LLC	93	$99K	0.05%	+1	13F-HR Timeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …	91	$96.9K	<0.01%	0	13F-HR Timeline Group
Rialto Wealth Management, LLC	91	$96.9K	0.02%	+27	13F-HR Timeline
DNCA FINANCE	90	$95.8K	<0.01%	new	13F-HR Timeline
Retirement Wealth Solutions LLC	89	$94.4K	0.05%	-6	13F-HR Timeline
SUMMIT SECURITIES GROUP LLC	88	$93.7K	0.02%	-1,119	13F-HR Timeline
DB Fitzpatrick & Co, Inc	88	$93.7K	0.08%	0	13F-HR/A Timeline
Harbor Asset Planning, Inc.	88	$93.4K	0.07%	0	13F-HR Timeline
Walsh & Associates, LLC	87	$92.6K	0.08%	-1	13F-HR Timeline
PALLADIEM, LLC	82	$87.5K	0.08%	-50	13F-HR Timeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC	81	$86.3K	0.04%	-36	13F-HR Timeline Group
Strive Financial Group ,LLC	78	$83.1K	0.04%	0	13F-HR/A Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	77	$82.4K	<0.01%	+3	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	75	$79.9K	0.01%	0	13F-HR Timeline
Sellwood Investment Partners LLC	74	$78.8K	0.03%	0	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	73	$77.7K	0.05%	+3	13F-HR Timeline
Marquette Asset Management, LLC	72	$76.7K	0.01%	0	13F-HR Timeline
TOEWS CORP /ADV	71	$75.6K	0.01%	new	13F-HR Timeline
Activest Wealth Management	70	$74.5K	0.01%	-297	13F-HR Timeline
Financial Network Wealth Advisors LLC	69	$73.5K	0.07%	-7	13F-HR Timeline
Bare Financial Services, Inc	67	$71.3K	0.02%	+26	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	66	$70.3K	0.04%	0	13F-HR Timeline
Turim 21 Investimentos Ltda.	65	$69.2K	0.01%	0	13F-HR Timeline
Manitou Investment Management Ltd.	65	$69.2K	0.01%	0	13F-HR Timeline
Dorato Capital Management	72	$68.6K	0.05%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	64	$68.2K	0.02%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	62	$66.3K	0.02%	new	13F-HR Timeline
Key Capital Management, INC	62	$66K	0.03%	-2	13F-HR Timeline
Monetary Solutions, Ltd	61	$65.3K	0.06%	0	13F-HR Timeline
Atomic Invest LLC	62	$63.9K	0.01%	-18	13F-HR Timeline
American Capital Advisory, LLC	59	$63.2K	0.02%	-81	13F-HR Timeline
Planning Strategies Inc.	58	$61.8K	0.04%		13F-HR Timeline
TFC Financial Management, Inc.	54	$57.6K	0.01%	+6	13F-HR Timeline
Frazier Financial Advisors, LLC	54	$57.5K	0.03%	-1	13F-HR Timeline
IFS Advisors, LLC	53	$57.1K	0.03%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	54	$57.1K	0.01%	+3	13F-HR Timeline
Aspect Partners, LLC	52	$55.4K	0.02%	+9	13F-HR Timeline
Mascoma Wealth Management LLC	51	$54.3K	0.01%	-30	13F-HR Timeline
Financial Avengers, Inc.	51	$53.8K	0.02%	+1	13F-HR Timeline
Investors Portfolio Services LLC	49	$52.2K	0.04%	0	13F-HR Timeline
Forum Finance Group S.A.	60	$52K	0.02%	0	13F-HR Timeline
RAMSEY QUANTITATIVE SYSTEMS	45	$47.9K	0.04%	new	13F-HR Timeline
Tacita Capital Inc	44	$46.9K	0.03%	-6	13F-HR Timeline
CHAPMAN FINANCIAL GROUP, LLC	42	$44.7K	0.03%	0	13F-HR Timeline
STEPH & CO	41	$43.7K	0.01%	-33	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	41	$43.7K	<0.01%	0	13F-HR Timeline
Front Row Advisors LLC	51	$43K	0.01%	0	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	40	$42.6K	0.01%	-60	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	40	$42.6K	0.01%	-33	13F-HR Timeline
Stone House Investment Management, LLC	39	$41.5K	0.01%	+2	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	39	$41K	<0.01%	0	13F-HR Timeline Group
Copia Wealth Management	38	$40.5K	0.02%	0	13F-HR Timeline
Principia Wealth Advisory, LLC	38	$40.5K	0.02%	+4	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	37	$39.4K	0.09%	0	13F-HR Timeline
LAM GROUP, INC.	37	$39.4K	0.02%	0	13F-HR Timeline
DecisionPoint Financial, LLC	39	$38.7K	0.01%	+4	13F-HR Timeline
Align Financial, LLC	36	$38.3K	0.02%	0	13F-HR Timeline
Your Advocates Ltd., LLP	35	$37.3K	0.01%	0	13F-HR Timeline
Strengthening Families & Communities, L…	34	$36.4K	0.01%	+3	13F-HR Timeline
Axiom Investment Management LLC	34	$36.2K	0.02%	new	13F-HR Timeline
Peterson Wealth Services	32	$34.1K	0.01%	0	13F-HR Timeline
Noble Wealth Management PBC	32	$34.1K	0.02%	-8	13F-HR Timeline
Matrix Trust Co	31	$33K	<0.01%	+15	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	27	$28.8K	<0.01%	-54	13F-HR Timeline
Decker Retirement Planning Inc.	27	$28.8K	0.01%	+22	13F-HR Timeline
Carolina Wealth Advisors, LLC	26	$27.7K	0.01%	0	13F-HR Timeline
ICON ADVISERS INC/CO	25	$26.6K	0.01%	new	13F-HR Timeline
SWAN Capital LLC	25	$26.6K	0.01%	0	13F-HR Timeline
Breakwater Investment Management	24	$25.6K	0.01%	+2	13F-HR Timeline
Elevated Capital Advisors, LLC	22	$23.4K	0.01%	0	13F-HR Timeline
Banque de Luxembourg S.A.	22	$23.4K	0.01%	-67	13F-HR Timeline
HFM Investment Advisors, LLC	21	$22.4K	0.01%	+10	13F-HR Timeline
S&T Bank/PA	20	$21.3K	0.01%	0	13F-HR Timeline
Estabrook Capital Management	20	$21.3K	<0.01%	0	13F-HR Timeline
Blume Capital Management, Inc.	20	$21.3K	<0.01%	-10	13F-HR Timeline
Game Plan Financial Advisors, LLC	20	$21.3K	0.01%	0	13F-HR Timeline
Nova Wealth Management, Inc.	19	$20.2K	0.01%	new	13F-HR Timeline
VISION FINANCIAL MARKETS LLC	21	$20.2K	0.02%	0	13F-HR Timeline
Lipe & Dalton	19	$20K	0.01%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	18	$19.2K	0.01%	+3	13F-HR Timeline
Persistent Asset Partners Ltd	18	$19.2K	0.01%	new	13F-HR Timeline
JDM Financial Group LLC	17	$18.1K	0.01%	0	13F-HR Timeline
Core Capital Management & Research, inc.	20	$16.2K	0.01%		13F-HR Timeline
Regents Gate Capital LLP	15	$16K	0.02%	-24,935	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	14	$14.9K	0.01%	0	13F-HR Timeline
Park Square Financial Group, LLC	13	$13.8K	0.12%	-3	13F-HR Timeline
PayPay Securities Corp	12	$12.8K	0.31%	0	13F-HR Timeline
Fairway Wealth LLC	12	$12.8K	<0.01%	-654	13F-HR Timeline
Holos Integrated Wealth LLC	13	$12.2K	0.01%	0	13F-HR Timeline
Strategic Advocates LLC	11	$11.7K	0.05%	+9	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	10	$10.6K	<0.01%	-500	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	10	$10.6K	0.01%	new	13F-HR Timeline
Curat Global, LLC	10	$10.6K	0.01%	0	13F-HR Timeline
Cornerstone National Bank & Trust Co	9	$8.92K	<0.01%	0	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	8	$8.52K	0.01%	0	13F-HR Timeline
ISLAY CAPITAL MANAGEMENT, LLC	8	$8.52K	<0.01%	-1	13F-HR Timeline
Benson Wealth Management INC	8	$8.52K	0.01%	0	13F-HR Timeline
BARD ASSOCIATES INC	7	$7.46K	<0.01%	new	13F-HR Timeline
Whipplewood Advisors, LLC	7	$7.45K	0.01%	-50	13F-HR Timeline
INVESTMENT COUNSEL CO OF NEVADA	6	$6.39K	0.01%	new	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	6	$6.39K	<0.01%		13F-HR Timeline Group
Cypress Capital Management LLC (WY)	6	$6.39K	0.01%	0	13F-HR Timeline
Richard W. Paul & Associates, LLC	6	$6.39K	<0.01%	0	13F-HR Timeline
Navigoe, LLC	6	$6K	<0.01%	new	13F-HR Timeline
Torren Management, LLC	5	$5.46K	<0.01%	0	13F-HR Timeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…	5	$5.33K	0.01%	-395	13F-HR Timeline
Seneschal Advisors, LLC	5	$5.33K	<0.01%	0	13F-HR Timeline
Blue Line Capital, LLC / IL	5	$5.33K	<0.01%	new	13F-HR Timeline
Transce3nd, LLC	5	$4.76K	0.04%	0	13F-HR Timeline
Dynamic Wealth Strategies, LLC	4	$4.26K	<0.01%	+2	13F-HR Timeline
LGT Financial Advisors LLC	4	$4.26K	0.02%	0	13F-HR Timeline
WealthCollab, LLC	4	$4.26K	<0.01%	0	13F-HR Timeline
William B. Walkup & Associates, Inc.	4	$4.26K	<0.01%	new	13F-HR Timeline
Phillip James Consulting Co.	4	$4.26K	<0.01%	0	13F-HR Timeline
Osbon Capital Management LLC	4	$4.26K	<0.01%	0	13F-HR Timeline
Battery Global Advisors, LLC	3	$3.19K	<0.01%	0	13F-HR Timeline
Redwood Park Advisors LLC	3	$3.19K	<0.01%	0	13F-HR Timeline
Three Bearings Fiduciary Advisors, Inc.	3	$3.19K	<0.01%	0	13F-HR Timeline
PFS Partners, LLC	2	$2.13K	<0.01%	0	13F-HR Timeline
Kings Path Partners LLC	2	$2.13K	<0.01%	-59	13F-HR Timeline
NorthAvenue LLC	2	$2.13K	<0.01%	0	13F-HR Timeline
Montgomery Financial Services LLC	2	$2.13K	<0.01%		13F-HR Timeline
PEAK6 LLCin group PEAK6 LLC	1	$1.15K	<0.01%	-1	13F-HR Timeline Group
MARYLAND CAPITAL ADVISORS INC.	1	$1.06K	<0.01%		13F-HR Timeline
ROSS\JOHNSON & Associates LLC	1	$1.06K	0.02%	0	13F-HR Timeline