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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Artisan Partners Limited Partnership36,479$20.9M0.03%new13F-HRTimeline
LEE DANNER & BASS INC36,370$20.8M1.49%+27913F-HRTimeline
Meridian Wealth Management, LLC36,278$20.8M0.73%-1,68513F-HRTimeline
Kepler Cheuvreux (Suisse) SA36,206$20.7M1.17%new13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP35,732$20.5M0.28%+18,58013F-HRTimelineGroup
JACOBS & CO/CA35,351$20.3M1.91%-2,43913F-HRTimeline
Americana Partners, LLC35,218$20.2M0.55%+3,88013F-HRTimeline
MANNING & NAPIER ADVISORS LLC34,596$20M0.26%-7,54413F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC34,168$19.6M0.13%+3,02413F-HRTimelineGroup
GREENWOOD GEARHART LLC34,136$19.6M1.08%-1,97613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.33,770$19.3M2.35%-17513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…33,679$19.3M0.26%+2,82613F-HRTimelineGroup
UniSuper Management Pty Ltd33,499$19.2M0.11%-75813F-HRTimeline
Vantage Investment Partners, LLC33,063$18.9M1.26%-3,90013F-HRTimeline
Turtle Creek Wealth Advisors, LLC33,037$18.9M1.49%+2,45913F-HRTimeline
LS Investment Advisors, LLC33,030$18.9M2.65%-2,07213F-HRTimeline
Groupe la Francaisein group Groupe la Francaise33,035$18.8M0.27%+15,87813F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP32,631$18.7M0.08%+14,12513F-HRTimeline
IEQ CAPITAL, LLC32,585$18.7M0.06%-3,61813F-HRTimeline
Farther Finance Advisors, LLC31,684$18.2M0.19%+12,60013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding31,679$18.1M-1,602Timeline
COLDSTREAM CAPITAL MANAGEMENT INC31,050$17.8M0.23%+72813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC31,025$17.8M0.66%+30213F-HRTimeline
Paradiem, LLC31,020$17.8M4.25%-2,06913F-HRTimeline
DRH Investments, Inc.30,324$17.4M15.91%-11013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise30,323$17.4M0.62%-48413F-HRTimelineGroup
CULLINAN ASSOCIATES INC30,289$17.4M1.18%-3,23613F-HRTimeline
OMERS ADMINISTRATION Corp30,261$17.3M0.12%-1,88013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,852$17.1M0.51%-68913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC29,334$16.8M0.03%+21,20113F-HRTimelineGroup
Parallax Volatility Advisers, L.P.29,177$16.7M0.52%new13F-HRTimeline
Waratah Capital Advisors Ltd.28,811$16.5M1.26%+3,22713F-HRTimeline
DEARBORN PARTNERS LLC28,663$16.4M0.82%-56413F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…28,638$16.4M1.68%-16813F-HRTimeline
SHELTON CAPITAL MANAGEMENT28,352$16.2M0.32%-14,41713F-HRTimeline
Venture Visionary Partners LLC28,329$16.2M0.53%-17913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding27,922$16M+1,543Timeline
Drexel Morgan & Co.27,886$16M2.5%013F-HRTimeline
BLB&B Advisors, LLC27,886$16M0.67%+17,62213F-HRTimeline
BOKF, NAin group BOKF, NA27,878$16M0.24%-7,53813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC27,665$15.8M0.13%+22,80113F-HRTimeline
Canada Post Corp Registered Pension Plan27,649$15.8M0.6%+43313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC27,646$15.8M1.09%+1513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST27,466$15.7M1.49%+42713F-HRTimeline
Simmons Bankin group Simmons Bank27,397$15.7M1.05%-33913F-HRTimelineGroup
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd27,360$15.7M0.05%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC27,344$15.7M0.19%+1,79713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,331$15.7M1.71%-94313F-HRTimeline
MidFirst Bank27,191$15.6M1.24%13F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO27,027$15.5M0.46%-41713F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC26,681$15.3M0.06%new13F-HRTimeline
Crossmark Global Holdings, Inc.26,665$15.3M0.22%-13,52013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC26,309$15.1M0.13%-6,30813F-HRTimeline
CX Institutional26,202$15M0.45%+15613F-HRTimeline
Independent Wealth Network Inc.26,098$15M4.57%-43313F-HRTimeline
Blue Trust, Inc.25,869$14.8M0.17%+2,40213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,788$14.8M0.13%+3,94613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.25,658$14.7M0.22%-2,14713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Yaupon Capital Management LP25,641$14.7M0.72%-56,61213F-HRTimeline
ExodusPoint Capital Management, LP25,460$14.6M0.16%+8,59913F-HRTimeline
CONNORS INVESTOR SERVICES INC25,458$14.6M1.26%-2,23913F-HRTimeline
Trifecta Capital Advisors, LLC25,446$14.6M2.16%+43413F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.25,164$14.4M0.57%new13F-HRTimeline
CADINHA & CO LLC25,137$14.4M2.22%-30,48013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…25,136$14.4M0.4%-1,34513F-HRTimelineGroup
Generali Powszechne Towarzystwo Emeryta…in group Generali Powszechne Towarzyst…25,118$14.4M2.46%013F-HRTimelineGroup
Illinois Municipal Retirement Fund25,013$14.3M0.18%+7,75113F-HRTimeline
Sigma Planning Corp24,811$14.2M0.39%+3,85813F-HRTimeline
Teamwork Financial Advisors, LLC24,828$14.2M1.52%-6,03013F-HRTimeline
CHOREO, LLC24,516$14.2M0.18%-11913F-HRTimeline
Tufton Capital Management24,701$14.2M2.47%-21413F-HRTimeline
FIRST AMERICAN TRUST, FSB24,549$14.1M0.97%-14113F-HRTimeline
AE Wealth Management LLC24,514$14M0.08%+1,47913F-HRTimeline
LMCG INVESTMENTS, LLC24,486$14M0.8%-1,68013F-HRTimeline
Valeo Financial Advisors, LLC24,395$14M0.31%+2,76213F-HRTimeline
Integris Wealth Management, LLC24,344$13.9M3.17%-89413F-HRTimeline
Gulf International Bank (UK) Ltd24,337$13.9M0.45%+1513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,265$13.9M0.6%+7113F-HRTimelineGroup
Composition Wealth, LLC24,057$13.8M0.2%+29513F-HRTimeline
TUDOR INVESTMENT CORP ET AL24,000$13.7M0.08%new13F-HRTimeline
Louisiana State Employees Retirement Sy…23,900$13.7M0.23%-70013F-HRTimeline
Vise Technologies, Inc.23,788$13.6M0.27%+6,32613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.23,711$13.6M0.09%+1,46013F-HRTimeline
Texas Capital Bank Wealth Management Se…23,738$13.6M0.78%+1,17013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSgroup of 2 filers holding23,728$13.6M+17,475Timeline
Community Bank & Trust, Waco, Texas23,728$13.6M2.79%-1,04413F-HRTimeline
McGuire Investment Group, LLC23,525$13.5M1.44%+18413F-HRTimeline
Arkadios Wealth Advisors23,519$13.5M0.27%+1,90313F-HRTimeline
SteelPeak Wealth, LLC23,456$13.4M0.44%+2,08313F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…23,452$13.4M0.52%-30013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp23,438$13.4M0.25%-47113F-HRTimelineGroup
Bleakley Financial Group, LLC23,424$13.4M0.23%+2,13113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,377$13.4M1.85%-14713F-HRTimeline
Fusion Capital, LLC23,240$13.3M3.74%-25613F-HRTimeline
Maryland State Retirement & Pension Sys…23,231$13.3M0.27%+16013F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…23,223$13.3M0.61%13F-HRTimeline
Crestwood Advisors Group, LLC23,123$13.2M0.22%+2913F-HRTimeline
Energy Income Partners, LLC23,071$13.2M0.24%new13F-HRTimeline
Leonteq Securities AG22,853$13.1M0.7%+2,18013F-HRTimeline
Cornerstone Advisors, LLC22,826$13.1M0.44%-23,17413F-HRTimeline
FORA Capital, LLC22,765$13M1.58%+22,17213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,540$12.9M0.62%+33813F-HRTimeline
SUMMITRY LLC22,508$12.9M0.54%+37113F-HRTimeline
Robertson Stephens Wealth Management, L…22,475$12.9M0.36%+10,40613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,422$12.8M0.09%-1,54813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC22,420$12.8M0.23%+60413F-HR/ATimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…22,414$12.8M0.33%+1,25013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
J.W. COLE ADVISORS, INC.23,560$12.8M0.31%-1,15413F-HRTimeline
ROTHSCHILD INVESTMENT LLC22,353$12.8M0.7%-5,03113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,343$12.8M+1,030Timeline
Global Retirement Partners, LLC22,306$12.8M0.23%+4,32513F-HRTimeline
EP Wealth Advisors, LLC22,257$12.8M0.07%13F-HRTimeline
Horizon Investments, LLC22,179$12.7M0.16%+4,81613F-HRTimeline
Knights of Columbus Asset Advisors LLC22,117$12.7M0.72%-2,39413F-HRTimeline
Goelzer Investment Management, Inc.22,116$12.7M0.59%-2,19813F-HRTimeline
MainStreet Investment Advisors LLC21,987$12.6M1.81%-2,70613F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD21,902$12.5M0.37%+70013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,850$12.5M0.64%-3,44413F-HRTimeline
Principle Wealth Partners LLC21,733$12.4M0.7%+32413F-HRTimeline
Elo Mutual Pension Insurance Co21,730$12.4M0.19%-2,97613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,725$12.4M0.42%+8,83713F-HRTimelineGroup
Narwhal Capital Management21,707$12.4M0.9%-1,15513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC21,573$12.4M0.52%-1,28313F-HRTimeline
Capital Investment Counsel, LLC21,540$12.3M1.71%-68513F-HRTimeline
Metis Global Partners, LLC21,369$12.2M0.29%-1,16413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,367$12.2M+2,430Timeline
WEDBUSH SECURITIES INC21,322$12.2M0.36%+4,89613F-HRTimeline
Dynamic Advisor Solutions LLC21,244$12.2M0.39%-2,57913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC21,128$12.1M0.02%+20,83813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC21,075$12.1M0.1%+11,58413F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding21,033$12M-48Timeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…20,976$12M0.25%new13F-HRTimelineGroup
WESBANCO BANK INC20,901$12M0.33%-21913F-HRTimeline
CITY HOLDING CO20,804$11.9M1.47%-12713F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co20,730$11.9M2.65%-10,05013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC20,619$11.8M0.29%+37113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,618$11.8M0.19%-32913F-HRTimeline
Knuff & Co LLC20,569$11.8M3.47%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC20,560$11.8M0.65%-6,97613F-HRTimeline
Citizens National Bank Trust Department20,518$11.8M2.03%-50313F-HRTimeline
HOWE & RUSLING INC20,488$11.7M0.78%-47513F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.20,478$11.7M1.27%-17913F-HRTimeline
SEARLE & CO.20,375$11.7M3.01%-6613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,310$11.6M0.22%-9713F-HRTimeline
Boit C F David18,800$11.6M5.02%-70013F-HRTimeline
F/m Investments LLC20,167$11.6M0.44%-1,55313F-HRTimeline
EagleClaw Capital Managment, LLC20,090$11.5M1.67%-23513F-HRTimeline
CENTRAL BANK & TRUST CO20,085$11.5M1.78%-45913F-HRTimeline
Parcion Private Wealth LLC19,814$11.4M0.69%-45113F-HRTimeline
Sentry LLC19,778$11.3M3.1%-5013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,761$11.3M0.21%-1,50313F-HRTimeline
BAILARD, INC.19,655$11.3M0.25%+37913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.19,592$11.2M0.96%-36213F-HRTimeline
Callan Family Office, LLC19,591$11.2M0.24%+4,37113F-HRTimeline
SPINNAKER TRUST19,515$11.2M0.6%+18513F-HRTimeline
Welch & Forbes LLC19,405$11.1M0.13%-3913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC19,404$11.1M0.55%+3,37613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC19,315$11.1M0.02%-13,66513F-HRTimelineGroup
Westend Capital Management, LLC19,249$11M3.09%+19,22813F-HRTimeline
ANDERSON HOAGLAND & CO19,187$11M0.95%013F-HRTimeline
Empirical Finance, LLC19,128$11M0.52%-79113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION19,099$10.9M0.9%-25413F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.18,949$10.9M2.91%-34513F-HRTimeline
Cynosure Group, LLC513,754$10.8M1.1%+507,68113F-HRTimeline
Cannell & Spears LLC18,857$10.8M0.2%+413F-HRTimeline
Addenda Capital Inc.18,800$10.8M0.32%-2,05213F-HRTimeline
Williams Jones Wealth Management, LLC.18,720$10.7M0.12%+75713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,714$10.7M0.35%+56313F-HRTimelineGroup
Caldwell Trust Co18,711$10.7M0.95%-11013F-HRTimeline
Koshinski Asset Management, Inc.18,702$10.7M0.69%-44213F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS18,629$10.7M0.47%+75313F-HRTimeline
Sowell Financial Services LLC18,619$10.7M0.39%+6,66813F-HRTimeline
MATHER GROUP, LLC.18,601$10.7M0.11%-58913F-HRTimeline
Caprock Group, LLC18,589$10.6M0.22%-4913F-HRTimeline
MAIRS & POWER INC18,455$10.6M0.1%-25513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,419$10.6M0.26%+7,98513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED18,265$10.5M0.71%-2,36813F-HRTimeline
Pure Financial Advisors, LLC18,275$10.5M0.15%+50513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,246$10.5M0.15%+1,66513F-HRTimeline
Compound Planning, Inc.18,177$10.4M0.31%+94013F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…17,908$10.3M0.25%+6,11313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding18,024$10.3M+22Timeline
NORTHEAST INVESTMENT MANAGEMENT18,000$10.3M0.4%+2713F-HRTimeline
Mutual Advisors, LLC17,954$10.3M0.22%-30113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC17,769$10.2M2.2%-16313F-HRTimeline
Aries Wealth Management17,753$10.2M2.25%-22213F-HRTimeline
Covington Investment Advisors Inc.17,672$10.1M1.38%-2,86513F-HRTimeline
CPC Advisors, LLC17,670$10.1M1.02%-1,12713F-HRTimeline
Cordgrass Capital Advisors, LLC17,649$10.1M2.43%-6413F-HRTimeline
Trajan Wealth LLC17,605$10.1M0.42%-77513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC17,573$10.1M1.38%-23513F-HRTimeline
Community Bank of Raymore17,435$9.99M6.79%-45113F-HRTimeline
OneDigital Investment Advisors LLC17,229$9.87M0.1%-4213F-HRTimeline
Aull & Monroe Investment Management Corp17,146$9.82M4.92%-74513F-HRTimeline
IFP Advisors, Inc17,117$9.81M0.22%+1,46613F-HRTimeline
DAVIS R M INC17,082$9.79M0.17%+7,32313F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,054$9.77M0.36%+4,26413F-HRTimeline
MGO ONE SEVEN LLC16,994$9.74M0.2%+39413F-HRTimeline
Roundview Capital LLC16,924$9.7M0.6%+62713F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,799$9.62M0.17%+2,44313F-HRTimeline