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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LYELL WEALTH MANAGEMENT, LP37,363$14.5M1.15%+1,44513F-HRTimeline
BOKF, NAin group BOKF, NA37,268$14.5M0.23%-20513F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The37,264$14.5M0.22%+1,71313F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise37,260$14.5M0.59%+8,05913F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC37,256$14.5M0.51%+213F-HRTimeline
Candriam S.C.A.37,110$14.4M0.08%-3,15113F-HRTimeline
PITTENGER & ANDERSON INC37,095$14.4M0.53%+33613F-HRTimeline
Vantage Investment Partners, LLC36,963$14.3M1.04%013F-HRTimeline
HighPoint Advisor Group LLC36,382$14.1M0.75%-23613F-HRTimeline
GREENWOOD GEARHART LLC36,107$14M0.88%+1,64213F-HRTimeline
ExodusPoint Capital Management, LP35,894$13.9M0.17%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC41,321$13.8M0.12%-252,13513F-HRTimeline
CULLINAN ASSOCIATES INC35,666$13.8M0.91%+64413F-HRTimeline
Alight Capital Management LP35,500$13.8M3.5%new13F-HRTimeline
Public Sector Pension Investment Board34,758$13.5M0.06%-29,71113F-HRTimeline
MAI Capital Management34,228$13.3M0.09%+9,58713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34,129$13.2M0.3%-46013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.33,847$13.1M1.89%+58913F-HRTimeline
Aventail Capital Group, LP33,808$13.1M0.58%new13F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding33,649$13.1M+30,216Timeline
Vinva Investment Management Ltd33,785$13M0.34%+10,27013F-HRTimeline
Man Group plcin group Man Group plc33,281$12.9M0.03%-58,72913F-HRTimelineGroup
CX Institutional32,920$12.8M0.45%+2,00213F-HR/ATimeline
OMERS ADMINISTRATION Corp32,741$12.7M0.1%+1,00013F-HRTimeline
Longbow Finance SA32,687$12.7M1.35%new13F-HRTimeline
IMC-Chicago, LLC32,442$12.6M0.31%new13F-HRTimeline
Paradiem, LLC31,597$12.3M3.1%+1,70413F-HRTimeline
Valeo Financial Advisors, LLC31,347$12.2M0.3%+11,58713F-HR/ATimeline
Venture Visionary Partners LLC31,297$12.1M0.46%+40913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC31,127$12.1M0.49%-89513F-HRTimeline
BNP PARIBASin group BNP PARIBAS30,924$12M0.39%+5,37413F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co30,780$11.9M2.77%013F-HRTimelineGroup
WOLVERINE TRADING, LLC31,011$11.9M0.3%new13F-HRTimeline
Merit Financial Group, LLC30,639$11.9M0.13%+9,26613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC30,538$11.9M0.13%+13313F-HRTimelineGroup
COMPASS CAPITAL MANAGEMENT, INC30,485$11.8M0.63%new13F-HRTimeline
SummitTX Capital, L.P.30,473$11.8M0.52%+26,95513F-HRTimeline
Orion Porfolio Solutions, LLC30,429$11.8M0.1%+3,35913F-HR/ATimeline
DRH Investments, Inc.30,414$11.8M12.2%new13F-HRTimeline
HITE Hedge Asset Management LLC30,352$11.8M0.68%+21,53513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…30,284$11.8M0.4%+65413F-HRTimelineGroup
DEARBORN PARTNERS LLC29,807$11.6M0.55%-9,59113F-HRTimeline
Sienna Gestion32,638$11.6M0.8%+3,00013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC29,665$11.5M0.02%-32,65013F-HRTimelineGroup
UniSuper Management Pty Ltd29,458$11.4M0.08%-1,00013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…29,183$11.3M1.26%-95913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…29,146$11.3M0.18%+2,72613F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC29,140$11.3M1.33%+3,19513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.28,902$11.2M1.33%-69013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO28,372$11M0.35%-78813F-HRTimeline
Prime Capital Investment Advisors, LLC28,287$11M0.15%-1,69513F-HRTimeline
Simmons Bankin group Simmons Bank28,145$10.9M0.78%-27513F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC28,002$10.9M0.81%-1,10813F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP27,893$10.8M0.22%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC27,891$10.8M0.68%+1,75413F-HRTimeline
Drexel Morgan & Co.27,886$10.8M1.92%013F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC27,876$10.8M0.08%+7,01913F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise27,246$10.8M0.18%+11,27813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding27,603$10.7M+711Timeline
COLDSTREAM CAPITAL MANAGEMENT INC27,600$10.7M0.18%+2,21313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.27,319$10.6M0.1%-3,63613F-HRTimeline
TruWealth Advisors, LLC27,214$10.6M0.58%+3,07913F-HRTimeline
Nan Shan Life Insurance Co., Ltd.27,093$10.5M0.23%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…26,933$10.5M0.46%+2,44013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC26,891$10.4M0.02%-206,93413F-HR/ATimelineGroup
LMCG INVESTMENTS, LLC26,756$10.4M0.65%-1,29113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST26,734$10.4M1.06%+56013F-HRTimeline
MainStreet Investment Advisors LLC26,621$10.3M1.43%-58913F-HRTimeline
M&G PLCin group M&G PLC26,613$10.3M0.06%-3,09213F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26,587$10.3M0.3%+12413F-HRTimelineGroup
Independent Wealth Network Inc.26,503$10.3M3.74%-4313F-HRTimeline
Narwhal Capital Management26,202$10.2M0.82%+1,60013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding26,064$10.1M-1,148Timeline
Addenda Capital Inc.25,958$10.1M0.36%-15513F-HRTimeline
Americana Partners, LLC25,746$10M0.34%+57813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.25,486$9.89M0.16%-84013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Knights of Columbus Asset Advisors LLC25,454$9.88M0.6%-1,62013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC25,401$9.86M0.54%+1,34513F-HRTimeline
Integris Wealth Management, LLC25,304$9.82M2.56%-2413F-HRTimeline
Generali Powszechne Towarzystwo Emeryta…in group Generali Powszechne Towarzyst…25,118$9.75M2.01%013F-HRTimelineGroup
Davidson Kempner Capital Management LP25,000$9.71M0.15%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tufton Capital Management24,988$9.7M1.84%-58413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,959$9.69M0.47%+1,04613F-HRTimelineGroup
Community Bank & Trust, Waco, Texas24,925$9.68M2.19%+5013F-HRTimeline
Louisiana State Employees Retirement Sy…24,800$9.63M0.17%-90013F-HRTimeline
J.W. COLE ADVISORS, INC.24,772$9.62M0.2%+2,15613F-HRTimeline
Gulf International Bank (UK) Ltd24,751$9.61M0.34%-2,79513F-HRTimeline
FIRST AMERICAN TRUST, FSB24,664$9.57M0.76%-9413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC24,590$9.55M0.27%-72813F-HRTimeline
Goelzer Investment Management, Inc.24,511$9.52M0.52%+2613F-HRTimeline
CHOREO, LLC24,370$9.46M0.13%-1,27113F-HRTimeline
Atria Investments, Inc24,337$9.45M0.11%-7,49613F-HRTimeline
Waverly Advisors, LLC24,300$9.43M0.1%+50213F-HRTimeline
Fusion Capital, LLC23,998$9.32M3.19%+66613F-HRTimeline
Baader Bank Aktiengesellschaft24,239$9.32M0.8%+59813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC23,990$9.31M1.17%-6913F-HRTimeline
Trifecta Capital Advisors, LLC23,792$9.24M1.54%+2,14513F-HRTimeline
Metis Global Partners, LLC23,774$9.23M0.24%-2,83113F-HRTimeline
Blue Trust, Inc.23,774$9.23M0.11%-58613F-HRTimeline
Dynamic Advisor Solutions LLC23,692$9.2M0.28%-18313F-HRTimeline
McGuire Investment Group, LLC23,521$9.13M1.17%+42413F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.27,293$9.03M0.03%-440,86713F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…23,252$9.02M0.39%+70013F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,220$9.01M1.3%+35513F-HRTimeline
Concentric Capital Strategies, LP23,183$9M0.51%new13F-HRTimeline
Composition Wealth, LLC23,095$8.97M0.15%+53313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,037$8.94M0.17%+1,23813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,033$8.94M0.07%+5,48713F-HRTimelineGroup
Creekmur Asset Management LLC22,980$8.92M1.58%+3,72213F-HRTimeline
Financial Partners Group, LLC22,978$8.92M3.23%-11013F-HRTimeline
WESBANCO BANK INC22,877$8.88M0.26%+1,39913F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC22,856$8.87M0.41%-80013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,670$8.8M-11,599Timeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD22,602$8.77M0.29%013F-HRTimeline
Crestwood Advisors Group, LLC22,567$8.76M0.16%-12213F-HRTimeline
Maryland State Retirement & Pension Sys…22,509$8.74M0.19%-10013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp22,454$8.72M0.2%+14,62513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED22,341$8.67M0.72%-1,20713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.22,289$8.65M0.85%-11,40313F-HRTimeline
Capital Investment Counsel, LLC22,223$8.63M1.34%-33213F-HRTimeline
Investment Management Corp of Ontario22,075$8.57M0.12%-2,00013F-HRTimeline
Sonora Investment Management Group, LLC22,019$8.55M0.63%+3,56813F-HRTimeline
Mutual Advisors, LLC19,603$8.5M0.21%-48713F-HRTimeline
F/m Investments LLC21,893$8.5M0.31%-15,59213F-HRTimeline
Sigma Planning Corp21,647$8.4M0.25%-3,26813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding21,593$8.38M-74Timeline
KING LUTHER CAPITAL MANAGEMENT CORP21,584$8.38M0.04%+3,43413F-HRTimeline
CITY HOLDING CO21,558$8.37M1.1%-13113F-HRTimeline
Hixon Zuercher, LLC21,407$8.31M2.69%-2,02813F-HRTimeline
BRAUN STACEY ASSOCIATES INC21,388$8.3M0.3%-13,84413F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding21,340$8.28M-8,713Timeline
VESTOR CAPITAL, LLC54,798$8.25M0.62%+54,66513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…21,240$8.25M0.23%+70013F-HRTimelineGroup
Principle Wealth Partners LLC21,240$8.25M0.51%-30713F-HRTimeline
Texas Capital Bank Wealth Management Se…21,192$8.23M0.77%-1,48813F-HRTimeline
SUMMITRY LLC21,160$8.21M0.37%+2,03413F-HRTimeline
Bleakley Financial Group, LLC21,148$8.21M0.21%+1,40013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,140$8.21M0.18%+64513F-HRTimeline
Citizens National Bank Trust Department21,118$8.2M1.64%-12513F-HRTimeline
Verition Fund Management LLC21,083$8.18M0.05%+6,35113F-HRTimeline
HOWE & RUSLING INC20,753$8.06M0.6%+28513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,689$8.03M0.17%-3513F-HRTimeline
CENTRAL BANK & TRUST CO20,675$8.03M1.31%-77413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,666$8.02M0.14%-93813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.20,644$8.01M0.95%+3,51513F-HRTimeline
Knuff & Co LLC20,569$7.99M2.52%-50013F-HRTimeline
Covington Investment Advisors Inc.20,487$7.95M1.14%+5,10713F-HRTimeline
SEARLE & CO.20,253$7.86M2.22%-10013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,186$7.84M0.07%-4,30413F-HRTimelineGroup
Vise Technologies, Inc.20,176$7.83M0.32%13F-HRTimeline
Parcion Private Wealth LLC20,150$7.82M0.56%+22613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,130$7.81M0.69%+10913F-HRTimeline
Wilmington Savings Fund Society, FSB20,099$7.8M0.14%+23113F-HRTimeline
Moors & Cabot, Inc.20,038$7.78M0.36%+2,07313F-HRTimeline
New Age Alpha Advisors, LLC20,032$7.78M0.34%-44213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC20,008$7.77M0.08%-2,16813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC19,984$7.76M0.19%-5,19213F-HRTimeline
AE Wealth Management LLC19,876$7.72M0.06%+1,07513F-HRTimeline
Sentry LLC19,827$7.7M1.53%-7713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC19,808$7.69M0.01%-329,86413F-HRTimelineGroup
BAILARD, INC.19,795$7.68M0.18%+5,35513F-HRTimeline
Welch & Forbes LLC19,757$7.67M0.1%-96413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,715$7.65M0.6%-56513F-HRTimeline
IEQ CAPITAL, LLC19,651$7.63M0.05%-3,34113F-HRTimeline
SPINNAKER TRUST19,560$7.59M0.46%013F-HRTimeline
Financial & Tax Architects, LLC19,542$7.59M1.84%+18,07713F-HRTimeline
Boit C F David19,500$7.57M3.64%013F-HRTimeline
Arkadios Wealth Advisors19,494$7.57M0.23%+6,87313F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP19,475$7.56M0.79%new13F-HRTimeline
MATHER GROUP, LLC.19,450$7.55M0.08%+6,97613F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.19,394$7.53M2.24%+6013F-HRTimeline
MAIRS & POWER INC19,361$7.52M0.07%+2,80813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding19,352$7.51M+151Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,294$7.49M+1,630Timeline
Koshinski Asset Management, Inc.19,288$7.49M0.57%-9813F-HRTimeline
ANDERSON HOAGLAND & CO19,250$7.47M0.71%+3913F-HRTimeline
EP Wealth Advisors, LLC19,208$7.46M0.05%+1,88913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding19,002$7.38M+538Timeline
Alberta Investment Management Corp19,000$7.38M0.06%+6,70013F-HR/ATimeline
Cannell & Spears LLC18,940$7.35M0.15%-6913F-HRTimeline
Caldwell Trust Co18,930$7.35M0.73%+53113F-HRTimeline
FOSTER & MOTLEY INC18,904$7.34M0.42%+1,08613F-HRTimeline
Integrated Wealth Concepts LLC18,782$7.29M0.07%-1,28213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…18,761$7.28M0.01%+13,06213F-HRTimeline
STOCK YARDS BANK & TRUST CO18,680$7.25M0.24%-4,14113F-HRTimeline
Pure Financial Advisors, LLC18,650$7.24M0.13%+7,46313F-HRTimeline
Community Bank of Raymore18,521$7.19M5.32%-94513F-HRTimeline
Ashton Thomas Private Wealth, LLC18,475$7.17M0.25%+54913F-HRTimeline
EagleClaw Capital Managment, LLC18,425$7.15M1.07%-12513F-HRTimeline
Aull & Monroe Investment Management Corp18,334$7.12M3.82%-2,78113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC18,241$7.08M1.63%-8513F-HRTimeline
GROUPAMA ASSET MANAGMENT18,353$7.06M0.12%-3,32513F-HRTimeline
WEDBUSH SECURITIES INC18,043$7M0.24%-81013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT18,011$6.99M0.3%-14213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,985$6.98M0.26%+42613F-HRTimelineGroup
Vestcor Inc17,982$6.98M0.21%-14213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC17,926$6.96M1.1%-16213F-HRTimeline
Aries Wealth Management17,892$6.95M1.82%-10013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS17,876$6.94M0.36%013F-HRTimeline
Empirical Finance, LLC17,807$6.91M0.36%+10213F-HRTimeline