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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Vantage Investment Partners, LLC34,461$12.5M1.09%-1,82813F-HRTimeline
TOWNSQUARE CAPITAL LLC34,267$12.4M0.14%+6,82913F-HRTimeline
GREENWOOD GEARHART LLC34,252$12.4M0.86%+1,17713F-HRTimeline
SHELTON CAPITAL MANAGEMENT34,165$12.4M0.31%-22313F-HRTimeline
Henshaw Capital LLC34,060$12.4M0.51%013F-HRTimeline
CSM Advisors, LLC33,840$12.3M0.57%-54713F-HR/ATimeline
Atria Wealth Solutions, Inc.33,654$12.2M0.13%-1,46713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,632$12.2M0.17%+1,83613F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.33,396$12.1M1.27%+44713F-HRTimeline
Man Group plcin group Man Group plc33,300$12.1M0.04%+9,56713F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.33,273$12.1M1.78%+23713F-HRTimeline
M&G PLCin group M&G PLC33,045$12M0.07%-9,94313F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The32,006$11.6M0.25%+1,20413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31,778$11.5M0.23%-9,41613F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.31,613$11.5M1.37%-38113F-HRTimeline
Sienna Gestion31,411$11.4M0.77%+28,94713F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc31,325$11.4M0.06%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management31,276$11.3M0.17%-2,64913F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB31,190$11.3M1.13%+1,07513F-HRTimeline
LMCG INVESTMENTS, LLC31,178$11.3M0.69%-74813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC31,153$11.3M0.2%+3,83013F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…31,115$11.3M1.18%-56013F-HRTimeline
United Capital Management of KS, Inc.31,068$11.3M2.05%+65813F-HRTimeline
Paradiem, LLC30,839$11.2M3%-43413F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co30,780$11.2M2.78%013F-HRTimelineGroup
Atria Investments, Inc30,741$11.2M0.14%-3,11213F-HRTimeline
CADINHA & CO LLC30,553$11.1M1.84%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,364$11M0.34%+16,55613F-HRTimeline
Illinois Municipal Retirement Fund30,332$11M0.16%+34713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC30,142$10.9M0.45%+37513F-HRTimeline
Zimmer Partners, LP30,120$10.9M0.19%+10,12013F-HRTimeline
OMERS ADMINISTRATION Corp30,107$10.9M0.1%-2,37013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding30,105$10.9M+478Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.29,850$10.9M0.11%-7,46513F-HRTimeline
Simmons Bankin group Simmons Bank29,883$10.8M0.79%-1,53113F-HRTimelineGroup
HARTFORD INVESTMENT MANAGEMENT CO29,845$10.8M0.35%-68013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding29,585$10.7M+313Timeline
Venture Visionary Partners LLC29,307$10.6M0.45%+97013F-HR/ATimeline
Empowered Funds, LLC29,189$10.6M0.15%-22,12613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,103$10.6M0.37%-19313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.29,096$10.6M0.35%-6,69713F-HRTimeline
Woodline Partners LP28,994$10.5M0.07%new13F-HRTimeline
UniSuper Management Pty Ltd28,670$10.4M0.07%+6,14513F-HRTimeline
MainStreet Investment Advisors LLC28,528$10.3M1.45%-85413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC28,038$10.2M0.8%-25013F-HRTimeline
Bogart Wealth, LLC27,991$10.2M0.48%-9,18413F-HRTimeline
Canada Post Corp Registered Pension Plan27,926$10.1M0.6%13F-HRTimeline
Drexel Morgan & Co.27,886$10.1M2.09%013F-HRTimeline
New Age Alpha Advisors, LLC27,753$10.1M0.41%new13F-HR/ATimeline
CASTLEARK MANAGEMENT LLC27,470$9.97M0.35%+26,18013F-HRTimeline
Knights of Columbus Asset Advisors LLC27,409$9.94M0.66%-3613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.27,292$9.9M0.17%-1,69413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC27,164$9.86M0.14%-25213F-HRTimeline
Nan Shan Life Insurance Co., Ltd.27,093$9.83M0.24%-60,60213F-HRTimeline
PHILADELPHIA TRUST CO27,074$9.82M0.72%-2,16713F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…27,052$9.81M0.52%+22,85013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding26,913$9.76M+2,732Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26,806$9.72M0.3%-18613F-HRTimelineGroup
Independent Wealth Network Inc.26,607$9.65M3.92%-1213F-HRTimeline
Orion Porfolio Solutions, LLC26,573$9.64M0.1%-48013F-HRTimeline
Orion Portfolio Solutions, LLC26,573$9.64M0.1%-48013F-HRTimeline
Maryland State Retirement & Pension Sys…26,404$9.58M0.21%-1,79713F-HRTimeline
Sigma Planning Corp26,353$9.56M0.3%+1,50813F-HRTimeline
Addenda Capital Inc.26,158$9.49M0.33%-7413F-HRTimeline
Texas Capital Bank Wealth Management Se…26,143$9.48M0.97%-13113F-HRTimeline
WOLVERINE TRADING, LLC25,990$9.43M0.21%+24,71213F-HRTimeline
Louisiana State Employees Retirement Sy…26,000$9.43M0.18%-1,30013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,977$9.42M0.2%+35313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC25,949$9.41M0.27%-87013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,747$9.34M0.25%+3,92113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC25,736$9.34M0.14%-3,33313F-HRTimeline
Community Bank & Trust, Waco, Texas25,729$9.33M2.13%-18313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC25,552$9.27M0.54%-95113F-HRTimeline
Tufton Capital Management25,464$9.24M1.75%-13613F-HRTimeline
CX Institutional25,395$9.21M0.37%-1,39313F-HRTimeline
Integris Wealth Management, LLC25,328$9.19M2.59%-77013F-HRTimeline
Strategic Global Advisors, LLC25,251$9.16M1.67%+1,00113F-HRTimeline
AE Wealth Management LLC25,173$9.13M0.08%+38513F-HRTimeline
Generali Powszechne Towarzystwo Emeryta…in group Generali Powszechne Towarzyst…25,118$9.11M3.06%013F-HR/ATimelineGroup
Narwhal Capital Management24,809$9M0.8%+2,23513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST24,793$8.99M1%+13313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.24,628$8.93M0.1%+20213F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED24,404$8.86M0.82%+1,88013F-HRTimeline
MAI Capital Management24,287$8.81M0.07%+7,16313F-HRTimeline
Financial Partners Group, LLC24,136$8.76M3.64%-2,31913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC23,948$8.69M1.11%+2913F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC23,924$8.68M0.36%-1,43713F-HRTimeline
Americana Partners, LLC23,806$8.64M0.35%+6,66713F-HRTimeline
IMC-Chicago, LLC23,644$8.58M0.23%new13F-HRTimeline
Metis Global Partners, LLC23,592$8.56M0.26%+32313F-HRTimeline
CENTRAL BANK & TRUST CO23,549$8.54M1.29%-1,66313F-HRTimeline
Dynamic Advisor Solutions LLC23,523$8.53M0.37%-23713F-HRTimeline
Fusion Capital, LLC23,322$8.46M3.41%+9713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,286$8.45M0.46%+9,70113F-HR/ATimelineGroup
TruWealth Advisors, LLC23,221$8.42M0.51%-1913F-HRTimeline
Compound Planning, Inc.23,193$8.41M0.43%+87113F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD23,102$8.38M0.28%-80013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.23,026$8.35M0.06%-129,86513F-HRTimeline
McGuire Investment Group, LLC22,960$8.33M1.2%+12813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC22,944$8.32M1.41%+513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,906$8.31M0.62%-43313F-HRTimeline
Composition Wealth, LLC22,887$8.3M0.17%+18,39613F-HRTimeline
Hixon Zuercher, LLC22,868$8.3M3.19%-31213F-HRTimeline
Baader Bank Aktiengesellschaft22,837$8.28M0.76%-19313F-HRTimeline
Capital Investment Counsel, LLC22,691$8.23M1.37%-29313F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,615$8.19M0.05%+1,35913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,526$8.17M0.08%+1,76413F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…22,520$8.17M0.35%+1,44113F-HRTimeline
Wilmington Savings Fund Society, FSB22,432$8.14M0.15%+1,30313F-HRTimeline
ExodusPoint Capital Management, LP22,423$8.13M0.08%new13F-HRTimeline
Hartford Financial Management Inc.22,287$8.08M1.66%-11213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,130$8.03M0.15%-21813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION22,114$8.02M0.75%-29113F-HRTimeline
WESBANCO BANK INC22,065$8M0.27%-36613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.22,030$7.99M1.71%+20,74913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,979$7.97M0.18%-69313F-HRTimeline
Hodges Capital Management Inc.21,970$7.97M0.48%-65213F-HRTimeline
Crestwood Advisors Group, LLC21,946$7.96M0.15%+21813F-HRTimeline
Principle Wealth Partners LLC21,696$7.87M0.55%-55413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding21,644$7.85M-443Timeline
Welch & Forbes LLC21,589$7.83M0.1%-1,06513F-HRTimeline
CITY HOLDING CO21,566$7.82M1.11%-63913F-HRTimeline
Perigon Wealth Management, LLC20,540$7.82M0.19%-2,11913F-HRTimeline
Waverly Advisors, LLC21,529$7.81M0.12%+6,97813F-HRTimeline
Aull & Monroe Investment Management Corp21,464$7.79M3.97%-1,39013F-HRTimeline
Trifecta Capital Advisors, LLC21,333$7.74M1.53%+31513F-HRTimeline
SPINNAKER TRUST21,310$7.73M0.49%-1,90013F-HRTimeline
Citizens National Bank Trust Department21,225$7.7M1.63%-37313F-HRTimeline
Moors & Cabot, Inc.21,201$7.69M0.37%-54313F-HRTimeline
HOWE & RUSLING INC21,082$7.65M0.66%-11813F-HRTimeline
Knuff & Co LLC21,069$7.64M2.32%-3813F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC20,856$7.57M0.06%-75613F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC20,803$7.55M0.03%new13F-HRTimeline
Compagnie Lombard Odier SCmA20,751$7.53M0.11%-88313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,706$7.51M0.19%+54913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…20,540$7.45M0.21%-2,50013F-HRTimelineGroup
ANDERSON HOAGLAND & CO19,182$7.4M0.76%013F-HRTimeline
GROUPAMA ASSET MANAGMENT20,391$7.4M0.15%-1,15013F-HRTimeline
Union Bancaire Privee, UBP SA21,460$7.4M0.13%13F-HR/ATimeline
SEARLE & CO.20,353$7.38M2.13%-2013F-HRTimeline
Turtle Creek Wealth Advisors, LLC20,295$7.36M1.7%+18113F-HRTimeline
Global Retirement Partners, LLC20,258$7.35M0.21%-2,70613F-HRTimeline
Merit Financial Group, LLC20,178$7.32M0.13%+4,73713F-HRTimeline
Creekmur Asset Management LLC20,172$7.32M1.68%+6213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT20,154$7.31M0.32%+89613F-HRTimeline
Laurion Capital Management LP20,098$7.29M0.45%new13F-HRTimeline
CHURCHILL MANAGEMENT Corp20,016$7.26M0.08%-17113F-HRTimeline
Valeo Financial Advisors, LLC19,935$7.23M0.2%+21513F-HRTimeline
Parcion Private Wealth LLC19,643$7.13M0.54%-4513F-HRTimeline
Koshinski Asset Management, Inc.19,585$7.1M0.64%-20613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,539$7.09M0.19%13F-HRTimeline
Boit C F David19,500$7.07M2.88%-1,90013F-HRTimeline
Bleakley Financial Group, LLC19,360$7.02M0.21%+13613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding19,341$7.02M+908Timeline
WEDBUSH SECURITIES INC19,321$7.01M0.25%+2,79313F-HRTimeline
Pinnacle Financial Partners Inc18,553$7.01M0.14%+5813F-HRTimeline
Cannell & Spears LLC19,225$6.97M0.14%+10913F-HRTimeline
Community Bank of Raymore19,111$6.93M5.45%-4,24213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,097$6.93M0.14%+5,19513F-HRTimelineGroup
Vinva Investment Management Ltd19,063$6.92M0.26%-1,07913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP17,336$6.84M1.05%+16,71413F-HRTimeline
iA Global Asset Management Inc.18,836$6.83M0.12%+95613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,802$6.82M0.02%+2,02913F-HRTimelineGroup
One River Asset Management, LLC18,768$6.81M10.2%new13F-HRTimeline
Transform Wealth, LLC18,743$6.8M0.38%+5,73713F-HRTimeline
CTC LLC18,678$6.78M0.68%-2,69513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP18,670$6.77M0.03%-5013F-HRTimeline
Caldwell Trust Co18,605$6.75M0.7%-17313F-HRTimeline
OneDigital Investment Advisors LLC18,543$6.73M0.08%-67213F-HRTimeline
IEQ CAPITAL, LLC18,530$6.72M0.06%-9,83013F-HRTimeline
Mutual Advisors, LLC17,600$6.7M0.19%-1,30113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC18,410$6.68M1.67%-19313F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.18,383$6.67M2.02%+39913F-HRTimeline
NEVILLE RODIE & SHAW INC18,320$6.65M0.48%-513F-HRTimeline
Sentry LLC18,281$6.63M1.29%-2,49013F-HRTimeline
Integrated Wealth Concepts LLC18,224$6.61M0.08%+2,78413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC18,108$6.57M1.22%-52713F-HRTimeline
Trinity Legacy Partners, LLC17,999$6.53M1.68%+56013F-HRTimeline
Aries Wealth Management17,992$6.53M1.8%013F-HRTimeline
Financial & Tax Architects, LLC17,923$6.5M1.66%+10913F-HRTimeline
Vestcor Inc17,768$6.45M0.21%-94013F-HRTimeline
GREENLEAF TRUST17,741$6.44M0.06%+43613F-HRTimeline
Cordgrass Capital Advisors, LLC17,713$6.43M1.86%-2213F-HRTimeline
Ipswich Investment Management Co., Inc.17,691$6.42M1.54%-1513F-HRTimeline
NewSquare Capital LLC17,622$6.39M0.51%+90613F-HRTimeline
EP Wealth Advisors, LLC17,613$6.39M0.05%-41913F-HRTimeline
WRIGHT INVESTORS SERVICE INC17,573$6.37M2.07%+3,45413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Robertson Stephens Wealth Management, L…17,540$6.36M0.23%+3,51313F-HRTimeline
SUMMITRY LLC17,490$6.34M0.31%+50213F-HRTimeline
Empirical Finance, LLC17,486$6.34M0.37%-24213F-HRTimeline
ADVOCATE GROUP LLC17,442$6.33M1.19%-47813F-HRTimeline
Bridge Creek Capital Management LLC17,361$6.3M1.94%-20013F-HRTimeline
ROMANO BROTHERS AND COMPANY17,224$6.25M0.79%-72213F-HRTimeline
EagleClaw Capital Managment, LLC17,150$6.22M0.99%+25013F-HRTimeline
Williams Jones Wealth Management, LLC.17,139$6.22M0.07%-14813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.17,098$6.2M0.73%+21013F-HRTimeline
COUNTRY CLUB BANK17,061$6.19M0.41%-2513F-HRTimeline
CAPITAL GROUP INVESTMENT MANAGEMENT PTE…in group CAPITAL GROUP INVESTMENT MANA…17,039$6.18M1.17%-1,32013F-HRTimelineGroup
FOSTER & MOTLEY INC16,949$6.15M0.4%+29013F-HRTimeline
Columbia Asset Management16,946$6.15M1.18%-1,18413F-HRTimeline