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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,981 managers (4,047 13F filers) reported a position in CAT shares at 2026-06-30, 330,467,181 shares in all. 392 filers opened a position and 106 filers sold out during the quarter.

Managers
3,981
13F filers
4,047
New
392
Added
1,435
Reduced
1,595
Sold out
106
Shares held by filers
330,467,181

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.

HolderSharesValue% of portfolioChangeSource
Gulf International Bank (UK) Ltd36,242$38.6M0.76%+5613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP36,103$38.4M2.36%-89113F-HRTimeline
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC36,059$38.4M0.62%+7,93013F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA35,958$38.3M0.53%+7,19513F-HRTimelineGroup
Pacer Advisors, Inc.35,646$38M0.1%+7,02013F-HRTimeline
CENTRAL TRUST Co35,266$37.6M0.68%-34313F-HRTimeline
Capital Investment Advisors, LLC35,169$37.5M0.49%-46313F-HRTimeline
First National Trust Co35,011$37.3M1.27%-5,97213F-HRTimeline
EP Wealth Advisors, LLC34,715$37M0.14%+12,30613F-HRTimeline
Turtle Creek Wealth Advisors, LLC34,662$36.9M1.95%+81513F-HRTimeline
LEE DANNER & BASS INC33,931$36.1M2.08%-2,35313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…33,517$35.7M0.83%+1,42713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,278$35.4M0.21%-2,89613F-HRTimelineGroup
Valeo Financial Advisors, LLC33,191$35.3M0.75%+11,08713F-HRTimeline
Meridian Wealth Management, LLC33,139$35.3M1.09%+36313F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC32,800$34.9M6.25%+16,30013F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.32,765$34.9M3.62%-20913F-HRTimeline
Quilter Plcin group Quilter Plc32,701$34.8M0.52%-1,38113F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The32,691$34.8M0.34%-3,90113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,641$34.8M0.22%+2,51713F-HRTimelineGroup
PITTENGER & ANDERSON INC32,619$34.7M1.24%-90013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding32,555$34.7M+1,523Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,339$34.4M+11,004Timeline
SlateStone Wealth, LLC32,129$34.2M2.62%-2,17813F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…32,000$34.1M1.04%new13F-HRTimelineGroup
JACOBS & CO/CA31,867$33.9M2.91%-2,10913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC31,587$33.6M1.11%-713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP31,425$33.5M0.42%+21,34813F-HRTimeline
Independent Advisor Alliance31,375$33.4M0.78%-75513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC30,925$32.9M3.1%-6,89813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…30,915$32.9M0.86%+1,17413F-HRTimelineGroup
ABN AMRO INVESTMENT SOLUTIONSgroup of 2 filers holding30,796$32.8M+4,881Timeline
Horizon Investments, LLC30,577$32.5M0.36%+7,71713F-HRTimeline
Harvest Portfolios Group Inc.30,465$32.4M0.46%-10,43613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp30,372$32.3M0.54%+1,95513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …32,457$32.2M0.05%-55213F-HRTimelineGroup
iA Global Asset Management Inc.30,128$32.1M0.38%-4,71913F-HRTimeline
Telemark Asset Management, LLC30,000$31.9M2.31%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding29,787$31.7M+792Timeline
Stockman Wealth Management, Inc.29,686$31.6M3.27%-4,20513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…29,516$31.4M2.57%-61813F-HRTimeline
Illinois Municipal Retirement Fund29,437$31.3M0.35%+2,39913F-HRTimeline
LS Investment Advisors, LLC29,101$31M4.2%-74813F-HRTimeline
Wealth High Governance Asset Management…28,960$30.8M3.28%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC32,644$30.7M0.57%-83213F-HRTimeline
DEARBORN PARTNERS LLC28,618$30.5M1.73%-2513F-HR/ATimeline
Meeder Advisory Services, Inc.group of 2 filers holding28,527$30.4M-4,687Timeline
Trexquant Investment LP28,498$30.3M0.19%new13F-HRTimeline
Vinva Investment Management Ltd29,344$30.3M0.2%+9,68813F-HRTimeline
Crossmark Global Holdings, Inc.27,898$29.7M0.39%+1,12913F-HRTimeline
Drexel Morgan & Co.27,886$29.7M4.13%013F-HRTimeline
Simplicity Wealth,LLC27,639$29.4M0.99%+23,56313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC27,397$29.2M0.14%+1,99713F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,092$28.9M0.09%-21213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH27,844$28.8M0.22%-3,58313F-HRTimelineGroup
BLB&B Advisors, LLC27,011$28.8M1.05%-36213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC26,940$28.7M1.87%-43813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST26,712$28.4M2.43%-47713F-HRTimeline
Voleon Capital Management LP26,520$28.2M0.51%+5,75413F-HRTimeline
Independent Wealth Network Inc.26,505$28.2M7.18%+38713F-HRTimeline
Bleakley Financial Group, LLC26,321$28M0.36%+1,90413F-HRTimeline
MidFirst Bank26,232$27.9M1.98%+12113F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLC26,208$27.9M0.12%-72,40013F-HRTimeline
Composition Wealth, LLC26,010$27.7M0.33%+1,03613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,922$27.6M0.35%-1,60013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,613$27.3M1.1%+4,26213F-HRTimeline
Simmons Bankin group Simmons Bank25,528$27.2M1.55%-73713F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC25,517$27.2M1.02%+20,98213F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO25,455$27.1M0.77%-1,05413F-HRTimeline
SHELTON CAPITAL MANAGEMENT25,395$27M0.5%-5,48413F-HRTimeline
Sigma Planning Corp25,189$26.8M0.68%+2,73313F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC25,156$26.8M0.09%-44,87413F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…25,053$26.7M0.65%-64413F-HRTimelineGroup
Trifecta Capital Advisors, LLC25,019$26.6M3.43%-21713F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP24,866$26.5M2.94%+15,09013F-HRTimelineGroup
Global Retirement Partners, LLC24,854$26.5M0.4%13F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.24,550$26.1M1.38%+5,30013F-HRTimeline
Maryland State Retirement & Pension Sys…24,464$26.1M0.45%+1,23313F-HRTimeline
CHOREO, LLC24,406$26M0.29%+48613F-HRTimeline
Integris Wealth Management, LLC24,236$25.8M5.21%013F-HRTimeline
Dynamic Advisor Solutions LLC24,049$25.6M0.73%+44013F-HRTimeline
DRH Investments, Inc.23,767$25.3M20.03%-6,53213F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 3 filers holding23,732$25.3M-1,728Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,665$25.2M3.11%+1,01413F-HRTimeline
Blue Trust, Inc.23,555$25.1M0.26%-1,33013F-HRTimeline
Louisiana State Employees Retirement Sy…23,500$25M0.37%-20013F-HR/ATimeline
Crestwood Advisors Group, LLC23,348$24.9M0.37%-78213F-HRTimeline
Overbrook Management Corp23,187$24.7M3.72%-2,19513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD23,102$24.6M0.62%+1,20013F-HRTimeline
Knights of Columbus Asset Advisors LLC22,967$24.5M1.23%+15113F-HRTimeline
Outlook Capital Management, LLC22,879$24.4M7.86%13F-HRTimeline
Community Bank & Trust, Waco, Texas22,861$24.3M4.39%-56013F-HRTimeline
Venture Visionary Partners LLC22,755$24.2M0.67%-1,48813F-HRTimeline
J.W. COLE ADVISORS, INC.22,702$24.2M0.41%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.22,614$24.1M0.08%+11,72513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…22,564$24M0.59%-16413F-HRTimeline
Cornerstone Advisors, LLC22,557$24M0.79%new13F-HRTimeline
WEDBUSH SECURITIES INC22,428$23.9M0.62%+21013F-HRTimeline
ROTHSCHILD INVESTMENT LLC22,368$23.8M0.89%-47713F-HRTimeline
CADINHA & CO LLC22,251$23.7M3.51%+8,54013F-HRTimeline
Narwhal Capital Management22,180$23.6M1.63%-1,00613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC21,914$23.3M0.05%+6,47313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,850$23.3M0.1%+4,58613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC21,818$23.2M0.37%+1,65413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,827$23.2M0.7%+12613F-HRTimelineGroup
Tufton Capital Management21,801$23.2M3.9%-2,15613F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…21,737$23.1M0.88%+49613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,652$23.1M-1,061Timeline
LOGAN CAPITAL MANAGEMENT INC21,573$23M0.85%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…21,249$22.6M0.43%+42913F-HRTimelineGroup
GREENWOOD GEARHART LLC21,216$22.6M1.05%-29313F-HRTimeline
Canada Post Corp Registered Pension Plan21,147$22.5M0.79%-4,03513F-HRTimeline
Traynor Capital Management, Inc.21,130$22.5M1.06%+6,16513F-HRTimeline
McGuire Investment Group, LLC21,108$22.5M1.97%+1113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding21,045$22.4M+671Timeline
Covalis Capital LLPin group Covalis Capital LLP20,906$22.3M1.26%-13,15313F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.20,761$22.1M2.25%-3,78613F-HRTimeline
OAK RIDGE INVESTMENTS LLC20,755$22.1M1.25%+7,11613F-HRTimeline
Fusion Capital, LLC20,753$22.1M5.13%-1,04113F-HRTimeline
Mutual Advisors, LLC20,683$22M0.42%+1,36213F-HRTimeline
DAVIS R M INC20,552$21.9M0.35%+1,43113F-HRTimeline
HOWE & RUSLING INC20,530$21.9M1.27%-3013F-HRTimeline
Knuff & Co LLC20,482$21.8M5.52%-30013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS20,443$21.8M0.79%+1,65913F-HRTimeline
SEARLE & CO.20,375$21.7M4.87%+70013F-HRTimeline
Principle Wealth Partners LLC20,342$21.7M1.07%-70913F-HRTimeline
Arkadios Wealth Advisors20,184$21.5M0.33%-3,37813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,176$21.5M1.3%+2,14213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,146$21.5M0.26%+17413F-HRTimeline
Welch & Forbes LLC20,137$21.4M0.26%+1,10613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC20,108$21.4M0.42%+84913F-HRTimelineGroup
Allied Investment Advisors, LLC20,083$21.4M2.69%-18,65313F-HRTimeline
Citizens National Bank Trust Department19,944$21.2M3.12%-36413F-HRTimeline
SUMMITRY LLC19,781$21.1M0.69%-52913F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding19,733$21M+8,902Timeline
RiverFront Investment Group, LLC19,726$21M0.28%+8,51213F-HRTimeline
Night Squared LP19,709$21M2.26%+9413F-HRTimeline
Westend Capital Management, LLC19,631$20.9M4.78%-5313F-HRTimeline
Empirical Finance, LLC19,601$20.9M0.87%+52013F-HRTimeline
Atria Investments, Inc19,582$20.9M0.21%+2,90813F-HRTimeline
OneDigital Investment Advisors LLC19,425$20.7M0.17%+1,60013F-HRTimeline
Capital Investment Counsel, LLC19,418$20.7M2.56%-94113F-HRTimeline
GERMAN AMERICAN BANCORP, INC.19,252$20.5M1.54%-27313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,219$20.5M0.34%+44913F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.19,166$20.4M2.15%-87813F-HRTimeline
Goelzer Investment Management, Inc.19,073$20.3M0.89%-1,14313F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.19,039$20.3M5.06%-12013F-HRTimeline
Wealth Group, Ltd.19,039$20.3M5.06%+13,40513F-HRTimeline
CENTRAL BANK & TRUST CO19,031$20.3M2.87%-72213F-HRTimeline
CASTLEARK MANAGEMENT LLC18,980$20.2M0.54%+5,06013F-HRTimeline
CITY HOLDING CO18,976$20.2M2.28%-93713F-HRTimeline
MATHER GROUP, LLC.18,974$20.2M0.18%+82013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,961$20.2M0.24%+6713F-HRTimeline
TrinityBridge Ltd18,937$20.2M0.54%+8,31413F-HRTimeline
Compound Planning, Inc.18,879$20.1M0.53%+83713F-HRTimeline
Addenda Capital Inc.18,800$20M0.54%013F-HRTimeline
Sentry LLC18,664$19.9M5.56%-2813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,547$19.8M0.96%-1,30913F-HRTimeline
Cannell & Spears LLC18,543$19.7M0.35%-34213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC18,505$19.7M0.3%+25513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION18,457$19.7M1.4%-7013F-HRTimeline
WESBANCO BANK INC18,411$19.6M0.49%-1,44613F-HRTimeline
SPINNAKER TRUST18,302$19.5M0.95%-5813F-HRTimeline
EagleClaw Capital Managment, LLC18,255$19.4M2.61%-44013F-HRTimeline
Koshinski Asset Management, Inc.18,247$19.4M1.03%-41613F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT18,228$19.4M0.72%+47613F-HRTimeline
Metis Global Partners, LLC18,213$19.4M0.44%-2,26513F-HRTimeline
Caprock Group, LLC18,206$19.4M0.37%-74713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,157$19.3M0.36%+2,20013F-HRTimeline
MAIRS & POWER INC18,102$19.3M0.18%-34813F-HRTimeline
Smith Salley Wealth Management17,889$19.1M0.83%+51213F-HRTimeline
MGO ONE SEVEN LLC17,827$19M0.31%-1,25513F-HRTimeline
Kingsview Wealth Management, LLC17,751$18.9M0.23%+4,98413F-HRTimeline
Pure Financial Advisors, LLC17,678$18.8M0.24%-39413F-HRTimeline
Members Trust Co17,672$18.8M0.59%+7,87613F-HRTimeline
Williams Jones Wealth Management, LLC.17,601$18.7M0.21%-52613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.17,584$18.7M0.12%-3,64213F-HRTimeline
Sowell Financial Services LLC17,536$18.7M0.61%-1,24413F-HRTimeline
Caldwell Trust Co17,533$18.7M1.51%-82113F-HRTimeline
Aries Wealth Management17,525$18.7M3.66%-6513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding17,509$18.6M-805Timeline
HANTZ FINANCIAL SERVICES, INC.17,503$18.6M0.25%-7,71013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RITHOLTZ WEALTH MANAGEMENT17,455$18.6M0.28%+1,16813F-HR/ATimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.17,290$18.4M0.57%+31113F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC17,287$18.4M2.43%-8813F-HRTimeline
BLI - Banque de Luxembourg Investments17,771$18.4M0.65%-33,12413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC17,239$18.4M2.87%-37713F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding17,009$18.1M+543Timeline
ALPS ADVISORS INC16,973$18.1M0.08%+6,58913F-HRTimeline
BAILARD, INC.16,943$18M0.37%+1,77613F-HRTimeline
Roundview Capital LLC16,916$18M0.98%+16013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC16,886$18M1.08%-2,24113F-HRTimeline
Community Bank of Raymore16,803$17.9M10.54%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding16,803$17.9M-932Timeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co16,740$17.8M3.77%-3,99013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT16,651$17.7M0.16%+84813F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.16,632$17.7M4.91%+10013F-HRTimeline
GREENLEAF TRUST16,415$17.5M0.17%+45413F-HRTimeline
STOCK YARDS BANK & TRUST CO16,400$17.5M0.5%-84913F-HR/ATimeline
Advisors Asset Management, Inc.16,392$17.5M0.27%+4,25913F-HRTimeline