Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ameritas Investment Partners, Inc.group of 2 filers holding34,269$11.6M+4,164Timeline
SHELTON CAPITAL MANAGEMENT35,023$11.6M0.28%+85813F-HRTimeline
CULLINAN ASSOCIATES INC35,022$11.6M0.82%-2113F-HRTimeline
TOWNSQUARE CAPITAL LLC34,895$11.5M0.12%+62813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34,589$11.4M0.29%-40713F-HRTimeline
GREENWOOD GEARHART LLC34,465$11.4M0.79%+21313F-HRTimeline
HighPoint Advisor Group LLC36,618$11.3M0.66%+12513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.40,999$11.2M0.02%-28013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,820$11.2M0.16%+18813F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.33,692$11.1M1.19%+29613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.33,258$11M1.67%-1513F-HRTimeline
Summit Financial, LLC32,043$10.6M0.3%-5,69413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC32,022$10.6M0.43%+1,88013F-HRTimeline
Atria Investments, Inc31,833$10.5M0.13%+1,09213F-HRTimeline
OMERS ADMINISTRATION Corp31,741$10.5M0.09%+1,63413F-HRTimeline
GROUP ONE TRADING LLC31,678$10.4M0.44%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…31,261$10.3M0.29%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.31,087$10.3M0.74%-12,67913F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.30,955$10.2M0.1%+1,10513F-HRTimeline
CX Institutional30,918$10.2M0.38%+5,52313F-HRTimeline
Venture Visionary Partners LLC30,888$10.2M0.43%+1,58113F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co30,780$10.2M2.45%013F-HRTimelineGroup
UniSuper Management Pty Ltd30,458$10M0.07%+1,78813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC30,405$10M0.15%-74813F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…30,142$9.94M1.12%-97313F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding30,053$9.91M-10,769Timeline
Prime Capital Investment Advisors, LLC29,982$9.89M0.12%+4,24613F-HRTimeline
Paradiem, LLC29,893$9.86M2.72%-94613F-HRTimeline
M&G PLCin group M&G PLC29,705$9.8M0.05%-3,34013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC29,703$9.8M0.3%-66113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,630$9.77M0.37%+52713F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.29,592$9.76M1.24%-2,02113F-HRTimeline
Schonfeld Strategic Advisors LLC29,395$9.69M0.07%+27,17313F-HRTimeline
Bogart Wealth, LLC29,250$9.65M0.46%+1,25913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise29,201$9.63M0.42%13F-HRTimelineGroup
HARTFORD INVESTMENT MANAGEMENT CO29,160$9.62M0.33%-68513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC29,110$9.6M0.75%+1,07213F-HRTimeline
Sienna Gestion29,638$9.5M0.77%-1,77313F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding28,461$9.4M+14,715Timeline
Walleye Capital LLCgroup of 2 filers holding28,444$9.38M+21,779Timeline
Simmons Bankin group Simmons Bank28,420$9.37M0.71%-1,46313F-HRTimelineGroup
LMCG INVESTMENTS, LLC28,047$9.25M0.61%-3,13113F-HRTimeline
Drexel Morgan & Co.27,886$9.2M1.93%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC27,575$9.09M0.05%+18,37613F-HRTimeline
Gulf International Bank (UK) Ltd27,546$9.08M0.31%-11,05613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding27,212$8.97M+299Timeline
MainStreet Investment Advisors LLC27,210$8.97M1.31%-1,31813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.27,093$8.94M0.21%013F-HRTimeline
Knights of Columbus Asset Advisors LLC27,074$8.93M0.61%-33513F-HRTimeline
Orion Porfolio Solutions, LLC27,070$8.93M0.09%+49713F-HRTimeline
Orion Portfolio Solutions, LLC27,070$8.93M0.09%+49713F-HR/ATimeline
Atria Wealth Solutions, Inc.26,911$8.87M0.11%-6,74313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding26,892$8.87M-2,693Timeline
Metis Global Partners, LLC26,605$8.77M0.25%+3,01313F-HRTimeline
Independent Wealth Network Inc.26,546$8.75M3.49%-6113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26,463$8.73M0.28%-34313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…26,420$8.71M0.17%+7,32313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.26,326$8.68M0.15%-96613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST26,174$8.63M0.96%+1,38113F-HRTimeline
B. Riley Wealth Advisors, Inc.26,167$8.63M0.26%-2,92913F-HRTimeline
ROTHSCHILD INVESTMENT LLC26,137$8.62M0.58%+16,83213F-HRTimeline
Addenda Capital Inc.26,113$8.61M0.32%-4513F-HRTimeline
Turtle Creek Wealth Advisors, LLC25,945$8.56M1.28%+5,65013F-HRTimeline
Louisiana State Employees Retirement Sy…25,700$8.48M0.17%-30013F-HRTimeline
CSM Advisors, LLC25,665$8.46M0.46%-8,17513F-HRTimeline
CHOREO, LLC25,641$8.46M0.13%-1,52313F-HRTimeline
Tufton Capital Management25,572$8.43M1.62%+10813F-HRTimeline
AIA Group Ltdin group AIA Group Ltd25,562$8.43M0.21%-11,75013F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS25,550$8.43M0.35%+19,93513F-HRTimelineGroup
Union Bancaire Privee, UBP SA26,844$8.4M0.16%+5,38413F-HRTimeline
BOWEN HANES & CO INC25,409$8.38M0.23%-13,37013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,387$8.37M0.18%-59013F-HRTimeline
Integris Wealth Management, LLC25,328$8.35M2.38%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC25,318$8.35M0.25%-63113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,176$8.3M0.23%+4,47013F-HRTimeline
Americana Partners, LLC25,168$8.3M0.32%+1,36213F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd25,122$8.29M0.03%-14,32513F-HRTimelineGroup
Generali Powszechne Towarzystwo Emeryta…in group Generali Powszechne Towarzyst…25,118$8.28M2.62%013F-HRTimelineGroup
Sigma Planning Corp24,915$8.22M0.26%-1,43813F-HRTimeline
Community Bank & Trust, Waco, Texas24,875$8.2M1.93%-85413F-HRTimeline
FIRST AMERICAN TRUST, FSB24,758$8.17M0.75%-6,43213F-HRTimeline
MAI Capital Management24,641$8.13M0.06%+35413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management24,641$8.13M0.02%+12,97413F-HRTimelineGroup
Narwhal Capital Management24,602$8.11M0.72%-20713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…24,493$8.08M0.38%+1,97313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,490$8.08M0.1%+1,96413F-HRTimelineGroup
Goelzer Investment Management, Inc.24,485$8.08M0.47%+8,84613F-HR/ATimeline
Blue Trust, Inc.24,360$8.03M0.1%+8,57413F-HRTimeline
TruWealth Advisors, LLC24,135$7.96M0.48%+91413F-HRTimeline
Investment Management Corp of Ontario24,075$7.94M0.16%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC24,059$7.93M1.07%+11113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC24,056$7.93M0.49%-1,49613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,913$7.89M0.43%+62713F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC23,875$7.87M0.26%+35213F-HRTimeline
Waverly Advisors, LLC23,798$7.85M0.1%+2,26913F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC23,656$7.8M0.35%-26813F-HRTimeline
CPC Advisors, LLC23,644$7.8M1.07%-11,52813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,548$7.76M0.73%-85613F-HR/ATimeline
Baader Bank Aktiengesellschaft23,641$7.76M0.78%+80413F-HRTimeline
Vinva Investment Management Ltd23,515$7.75M0.31%+4,45213F-HRTimeline
Cartenna Capital, LP23,500$7.75M0.62%new13F-HRTimeline
Hixon Zuercher, LLC23,435$7.73M2.72%+56713F-HRTimeline
Fusion Capital, LLC23,332$7.69M2.93%+1013F-HRTimeline
McGuire Investment Group, LLC23,097$7.62M1.13%+13713F-HRTimeline
Financial Partners Group, LLC23,088$7.61M3.3%-1,04813F-HRTimeline
IEQ CAPITAL, LLC22,992$7.58M0.06%+4,46213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC22,865$7.54M1.26%-7913F-HRTimeline
STOCK YARDS BANK & TRUST CO22,821$7.53M0.27%-51,80613F-HRTimeline
Crestwood Advisors Group, LLC22,689$7.48M0.14%+74313F-HRTimeline
Texas Capital Bank Wealth Management Se…22,680$7.48M0.76%-3,46313F-HRTimeline
J.W. COLE ADVISORS, INC.22,616$7.46M0.23%+12,96013F-HRTimeline
Maryland State Retirement & Pension Sys…22,609$7.46M0.18%-3,79513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD22,602$7.45M0.27%-50013F-HRTimeline
Composition Wealth, LLC22,562$7.44M0.15%-32513F-HRTimeline
Capital Investment Counsel, LLC22,555$7.44M1.23%-13613F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…22,552$7.44M0.42%-4,50013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC22,176$7.31M0.08%-1,30013F-HRTimelineGroup
Entropy Technologies, LP22,173$7.31M0.71%new13F-HRTimeline
Hartford Financial Management Inc.21,931$7.23M1.49%-35613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,799$7.19M0.18%-3,94813F-HRTimelineGroup
CITY HOLDING CO21,689$7.15M1.01%+12313F-HRTimeline
GROUPAMA ASSET MANAGMENT21,678$7.15M0.14%+1,28713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding21,667$7.15M+23Timeline
Trifecta Capital Advisors, LLC21,647$7.14M1.5%+31413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC21,604$7.12M0.14%-52613F-HRTimeline
Principle Wealth Partners LLC21,547$7.11M0.51%-14913F-HRTimeline
WESBANCO BANK INC21,478$7.08M0.25%-58713F-HRTimeline
CENTRAL BANK & TRUST CO21,449$7.07M1.18%-2,10013F-HRTimeline
Merit Financial Group, LLC21,373$7.05M0.11%+1,19513F-HRTimeline
Citizens National Bank Trust Department21,243$7.01M1.5%+1813F-HRTimeline
Aull & Monroe Investment Management Corp21,115$6.96M3.46%-34913F-HRTimeline
Knuff & Co LLC21,069$6.95M2.33%013F-HRTimeline
Andra AP-fonden20,900$6.89M0.11%-45,80013F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC20,857$6.88M0.07%+113F-HRTimelineGroup
GWN SECURITIES INC.19,855$6.87M0.39%+16,99913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,724$6.83M0.16%-1,25513F-HRTimeline
Welch & Forbes LLC20,721$6.83M0.09%-86813F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…20,540$6.77M0.2%013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC20,495$6.76M0.17%+95613F-HRTimeline
New Age Alpha Advisors, LLC20,474$6.75M0.3%-7,27913F-HRTimeline
HOWE & RUSLING INC20,468$6.75M0.57%-61413F-HRTimeline
SEARLE & CO.20,353$6.71M1.91%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,280$6.69M0.61%-2,62613F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.20,181$6.66M0.26%+18,65813F-HRTimeline
Integrated Wealth Concepts LLC20,064$6.62M0.08%+1,84013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,021$6.6M0.64%-2,09313F-HRTimeline
Tema ETFs LLC19,958$6.58M1.97%+6,63013F-HRTimeline
Parcion Private Wealth LLC19,924$6.57M0.54%+28113F-HRTimeline
Sentry LLC19,904$6.56M1.28%+1,62313F-HRTimeline
Wilmington Savings Fund Society, FSB19,868$6.55M0.12%-2,56413F-HRTimeline
CHURCHILL MANAGEMENT Corp19,797$6.53M0.08%-21913F-HRTimeline
Valeo Financial Advisors, LLC19,760$6.52M0.18%-17513F-HRTimeline
Bleakley Financial Group, LLC19,748$6.51M0.21%+38813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19,614$6.47M0.02%+81213F-HRTimelineGroup
SPINNAKER TRUST19,560$6.45M0.42%-1,75013F-HRTimeline
Boit C F David19,500$6.43M3.23%013F-HRTimeline
Community Bank of Raymore19,466$6.42M5.19%+35513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP19,402$6.4M0.13%+18,54013F-HRTimelineGroup
Koshinski Asset Management, Inc.19,386$6.39M0.54%-19913F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.19,334$6.38M2.03%+95113F-HR/ATimeline
Creekmur Asset Management LLC19,258$6.35M1.33%-91413F-HRTimeline
SUMMITRY LLC19,126$6.31M0.32%+1,63613F-HRTimeline
Cannell & Spears LLC19,009$6.27M0.13%-21613F-HRTimeline
Pinnacle Financial Partners Inc17,975$6.25M0.13%-57813F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS17,876$6.22M0.34%13F-HRTimeline
WEDBUSH SECURITIES INC18,853$6.22M0.23%-46813F-HRTimeline
AE Wealth Management LLC18,801$6.2M0.05%-6,37213F-HRTimeline
Mutual Advisors, LLC20,090$6.16M0.18%+2,49013F-HRTimeline
Edgestream Partners, L.P.18,596$6.13M0.21%+15,86413F-HRTimeline
EagleClaw Capital Managment, LLC18,550$6.12M0.96%+1,40013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding18,464$6.09M-877Timeline
Sonora Investment Management Group, LLC18,451$6.09M0.48%+2,65413F-HRTimeline
Transform Wealth, LLC18,438$6.08M0.37%-30513F-HRTimeline
Caldwell Trust Co18,399$6.07M0.65%-20613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC18,326$6.04M1.61%-8413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding19,201$6.03M+3,876Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC18,268$6.02M0.36%+1,66913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT18,153$5.99M0.28%-2,00113F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP18,150$5.99M0.03%-52013F-HRTimeline
NEVILLE RODIE & SHAW INC18,145$5.98M0.47%-17513F-HRTimeline
Vestcor Inc18,124$5.98M0.2%+35613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC18,088$5.97M1.04%-2013F-HRTimeline
Aries Wealth Management17,992$5.93M1.61%013F-HRTimeline
Moors & Cabot, Inc.17,965$5.93M0.3%-3,23613F-HRTimeline
Ashton Thomas Private Wealth, LLC17,926$5.91M0.23%+8,36913F-HRTimeline
OneDigital Investment Advisors LLC17,871$5.89M0.07%-67213F-HRTimeline
FOSTER & MOTLEY INC17,818$5.88M0.37%+86913F-HRTimeline
CCM INVESTMENT GROUP, LLC17,751$5.85M0.62%+3,98113F-HRTimeline
Cordgrass Capital Advisors, LLC17,713$5.84M1.67%013F-HRTimeline
Empirical Finance, LLC17,705$5.84M0.35%+21913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,664$5.83M+954Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,559$5.79M0.24%+1,49813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,546$5.79M0.05%+2,25113F-HRTimelineGroup
Bridge Creek Capital Management LLC17,436$5.75M1.81%+7513F-HRTimeline
EP Wealth Advisors, LLC17,319$5.71M0.05%-29413F-HRTimeline
Ipswich Investment Management Co., Inc.17,247$5.69M1.41%-44413F-HRTimeline
COUNTRY CLUB BANK17,246$5.69M0.38%+18513F-HRTimeline
ROMANO BROTHERS AND COMPANY17,224$5.68M0.73%013F-HRTimeline
ADVOCATE GROUP LLC17,189$5.67M1.03%-25313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.17,129$5.65M0.69%+3113F-HRTimeline