Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JACOBS & CO/CA33,976$24.1M2.38%-1,37513F-HRTimeline
Stockman Wealth Management, Inc.33,891$24M2.65%-2,71513F-HRTimeline
Turtle Creek Wealth Advisors, LLC33,847$24M1.81%+81013F-HRTimeline
PITTENGER & ANDERSON INC33,519$23.7M0.95%-3,54613F-HRTimeline
UniSuper Management Pty Ltd33,443$23.7M0.15%-5613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding33,214$23.5M+16,740Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.32,974$23.4M2.84%-79613F-HRTimeline
Meridian Wealth Management, LLC32,776$23.2M0.82%-3,50213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,639$23.1M0.02%-87,01313F-HRTimelineGroup
WESTFIELD CAPITAL MANAGEMENT CO LP32,325$22.9M0.1%new13F-HRTimeline
Independent Advisor Alliance32,130$22.8M0.24%-17,46013F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…32,090$22.7M0.65%+9,67613F-HRTimelineGroup
IEQ CAPITAL, LLC31,812$22.5M0.1%-77313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC31,594$22.4M0.81%+56913F-HRTimeline
MANNING & NAPIER ADVISORS LLC31,261$22.1M0.31%-3,33513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding31,032$22M-647Timeline
SHELTON CAPITAL MANAGEMENT30,879$21.9M0.48%+2,52713F-HRTimeline
Kepler Cheuvreux (Suisse) SA30,630$21.7M1.44%-5,57613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,174$21.6M0.14%+13,75213F-HRTimelineGroup
DRH Investments, Inc.30,299$21.5M17.42%-2513F-HRTimeline
Rafferty Asset Management, LLC30,296$21.5M0.09%-11,39213F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…30,134$21.3M1.91%+1,49613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,124$21.3M0.17%+4,33613F-HRTimelineGroup
Telemark Asset Management, LLC30,000$21.3M1.96%new13F-HRTimeline
Oribel Capital Management, LP30,000$21.3M3.23%new13F-HRTimeline
Vantage Investment Partners, LLC29,952$21.2M1.46%-3,11113F-HRTimeline
LS Investment Advisors, LLC29,849$21.1M3.16%-3,18113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,741$21.1M0.64%-11113F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH31,427$21M0.19%-113,21713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC29,615$21M0.24%+2,27113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,995$20.5M+1,073Timeline
BOKF, NAin group BOKF, NA28,763$20.4M0.31%+88513F-HRTimelineGroup
DEARBORN PARTNERS LLC28,643$20.3M1.1%-2013F-HRTimeline
Pacer Advisors, Inc.28,626$20.3M0.06%-13,83213F-HR/ATimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP28,499$20.2M0.02%-8,05313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp28,417$20.1M0.39%+4,97913F-HRTimelineGroup
AustralianSuper Pty Ltd28,242$20M0.1%new13F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding28,129$19.9M-53,317Timeline
Aventail Capital Group, LP27,908$19.8M0.96%-37,81613F-HRTimeline
Drexel Morgan & Co.27,886$19.8M2.9%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise27,837$19.7M0.74%-2,48613F-HRTimelineGroup
FORA Capital, LLC27,673$19.6M1.44%+4,90813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC27,522$19.5M0.24%-3,52813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC27,378$19.4M1.37%-26813F-HRTimeline
BLB&B Advisors, LLC27,373$19.4M0.8%-51313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,304$19.3M0.06%+27,04713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST27,189$19.3M1.84%-27713F-HRTimeline
Illinois Municipal Retirement Fund27,038$19.2M0.24%+2,02513F-HRTimeline
Crossmark Global Holdings, Inc.26,769$19M0.28%+10413F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO26,509$18.8M0.6%-51813F-HRTimeline
Simmons Bankin group Simmons Bank26,265$18.6M1.25%-1,13213F-HRTimelineGroup
Independent Wealth Network Inc.26,118$18.5M5.5%+2013F-HRTimeline
MidFirst Bank26,111$18.5M1.53%-1,08013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSgroup of 2 filers holding25,915$18.4M+2,187Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…25,697$18.2M0.5%+56113F-HRTimelineGroup
AE Wealth Management LLC25,550$18.1M0.1%+1,03613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC25,400$18M0.14%-2,26513F-HRTimeline
Overbrook Management Corp25,382$18M3.4%new13F-HRTimeline
Liontrust Investment Partners LLP25,328$17.9M0.31%new13F-HR/ATimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC25,277$17.9M0.1%+4,20213F-HRTimelineGroup
Trifecta Capital Advisors, LLC25,236$17.9M2.77%-21013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.25,213$17.9M0.27%-44513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Canada Post Corp Registered Pension Plan25,182$17.8M0.71%-2,46713F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.25,056$17.8M0.84%-10813F-HRTimeline
Composition Wealth, LLC24,974$17.7M0.24%+91713F-HRTimeline
Regents Gate Capital LLP24,950$17.7M3.77%new13F-HRTimeline
Blue Trust, Inc.24,885$17.6M0.2%-98413F-HRTimeline
VESTOR CAPITAL, LLC24,799$17.6M1.27%-9,99313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.24,547$17.4M1.95%-2,78413F-HRTimeline
Bleakley Financial Group, LLC24,417$17.3M0.27%+99313F-HRTimeline
Integrated Wealth Concepts LLC24,323$17.2M0.14%+11,32713F-HRTimeline
Paradiem, LLC24,303$17.2M3.79%-6,71713F-HRTimeline
Venture Visionary Partners LLC24,243$17.2M0.57%-4,08613F-HRTimeline
Integris Wealth Management, LLC24,236$17.2M3.95%-10813F-HRTimeline
Crestwood Advisors Group, LLC24,130$17.1M0.29%+1,00713F-HRTimeline
Tufton Capital Management23,957$17M3.09%-74413F-HRTimeline
CHOREO, LLC23,920$16.9M0.21%-59613F-HRTimeline
SteelPeak Wealth, LLC23,903$16.9M0.53%+44713F-HRTimeline
Louisiana State Employees Retirement Sy…23,700$16.8M0.29%-20013F-HRTimeline
Dynamic Advisor Solutions LLC23,609$16.7M0.53%+2,36513F-HRTimeline
Arkadios Wealth Advisors23,562$16.7M0.28%+4313F-HRTimeline
Community Bank & Trust, Waco, Texas23,421$16.6M3.29%-30713F-HRTimeline
Parallax Volatility Advisers, L.P.23,007$16.6M0.73%-6,17013F-HRTimeline
Maryland State Retirement & Pension Sys…23,231$16.5M0.33%013F-HRTimeline
Narwhal Capital Management23,186$16.4M1.21%+1,47913F-HRTimeline
ROTHSCHILD INVESTMENT LLC22,845$16.2M0.85%+49213F-HRTimeline
Horizon Investments, LLC22,860$16.2M0.18%+68113F-HRTimeline
Knights of Columbus Asset Advisors LLC22,816$16.2M0.91%+69913F-HRTimeline
Robertson Stephens Wealth Management, L…22,728$16.1M0.45%+25313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,713$16.1M+1,346Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC22,651$16M2.01%-72613F-HRTimeline
Elo Mutual Pension Insurance Co22,470$15.9M0.26%+74013F-HRTimeline
Sigma Planning Corp22,456$15.9M0.44%-2,35513F-HRTimeline
EP Wealth Advisors, LLC22,409$15.9M0.08%+15213F-HRTimeline
WEDBUSH SECURITIES INC22,218$15.7M0.46%+89613F-HRTimeline
Valeo Financial Advisors, LLC22,104$15.7M0.37%-2,29113F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD21,902$15.5M0.48%013F-HRTimeline
Fusion Capital, LLC21,794$15.4M4.17%-1,44613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,701$15.4M0.52%-2413F-HRTimelineGroup
GREENWOOD GEARHART LLC21,509$15.2M0.82%-12,62713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,507$15.2M0.02%new13F-HRTimeline
VestGen Advisors, LLC16,645$15.2M0.43%+3,57913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,351$15.1M0.72%-1,18913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,335$15.1M-1,008Timeline
NLB Skladi, upravljanje premozenja, d.o…21,241$15M0.72%-1,98213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.21,226$15M0.1%-2,48513F-HRTimeline
McGuire Investment Group, LLC21,097$14.9M1.69%-2,42813F-HRTimeline
Principle Wealth Partners LLC21,051$14.9M0.85%-68213F-HRTimeline
LMCG INVESTMENTS, LLC20,829$14.8M0.88%-3,65713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…20,820$14.7M0.32%-15613F-HRTimelineGroup
Knuff & Co LLC20,782$14.7M4.44%+21313F-HRTimeline
Voleon Capital Management LP20,766$14.7M0.32%+19,63713F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co20,730$14.7M3.27%013F-HRTimelineGroup
HOWE & RUSLING INC20,560$14.6M0.95%+7213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC20,533$14.5M0.06%+10,80613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,514$14.5M0.03%-8,82013F-HRTimelineGroup
Metis Global Partners, LLC20,478$14.5M0.36%-89113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,374$14.4M-659Timeline
Capital Investment Counsel, LLC20,359$14.4M1.98%-1,18113F-HRTimeline
SUMMITRY LLC20,310$14.4M0.51%-2,19813F-HR/ATimeline
Citizens National Bank Trust Department20,308$14.4M2.4%-21013F-HRTimeline
Goelzer Investment Management, Inc.20,216$14.3M0.69%-1,90013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,164$14.3M0.46%-2,25613F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.20,044$14.2M1.6%-43413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,972$14.1M0.19%-64613F-HRTimeline
CITY HOLDING CO19,913$14.1M1.76%-89113F-HRTimeline
WESBANCO BANK INC19,857$14.1M0.39%-1,04413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC19,856$14.1M0.74%-1,99413F-HRTimeline
CENTRAL BANK & TRUST CO19,753$14M2.2%-33213F-HRTimeline
Westend Capital Management, LLC19,684$13.9M4.19%+43513F-HRTimeline
SEARLE & CO.19,675$13.9M3.5%-70013F-HRTimeline
Night Squared LP19,615$13.9M2.04%new13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.19,525$13.8M1.19%-6713F-HRTimeline
LBP AM SA19,434$13.8M0.19%+14,62013F-HRTimeline
Y-Intercept (Hong Kong) Ltd19,363$13.7M0.26%+18,76013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…19,356$13.7M0.08%-42,14413F-HRTimelineGroup
Mutual Advisors, LLC19,321$13.7M0.29%+1,36713F-HRTimeline
Callan Family Office, LLC19,259$13.6M0.31%-33213F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.19,250$13.6M0.95%new13F-HRTimeline
Vise Technologies, Inc.23,788$13.6M0.27%013F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.19,159$13.6M3.72%+21013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC19,127$13.6M0.82%-1,43313F-HRTimeline
DAVIS R M INC19,121$13.5M0.24%+2,03913F-HRTimeline
MGO ONE SEVEN LLC19,082$13.5M0.27%+2,08813F-HRTimeline
Empirical Finance, LLC19,081$13.5M0.64%-4713F-HR/ATimeline
Texas Capital Bank Wealth Management Se…19,056$13.5M0.8%-4,68213F-HRTimeline
Welch & Forbes LLC19,031$13.5M0.17%-37413F-HRTimeline
Caprock Group, LLC18,953$13.4M0.33%+36413F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding64,725$13.4M+23,467Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,894$13.4M0.2%+64813F-HRTimeline
Cannell & Spears LLC18,885$13.4M0.26%+2813F-HR/ATimeline
Brooklyn Investment Group18,861$13.4M0.42%+2,96013F-HRTimeline
Addenda Capital Inc.18,800$13.3M0.38%013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS18,784$13.3M0.6%+15513F-HRTimeline
Sowell Financial Services LLC18,780$13.3M0.49%+16113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,770$13.3M0.25%-1,54013F-HRTimeline
EagleClaw Capital Managment, LLC18,695$13.2M1.85%-1,39513F-HRTimeline
Sentry LLC18,692$13.2M4.21%-1,08613F-HRTimeline
Koshinski Asset Management, Inc.18,663$13.2M0.82%-3913F-HRTimeline
MainStreet Investment Advisors LLC18,570$13.2M1.98%-3,41713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION18,527$13.1M1.06%-57213F-HRTimeline
Vinva Investment Management Ltd19,656$13.1M0.16%+9,19113F-HRTimeline
MAIRS & POWER INC18,450$13.1M0.13%-513F-HRTimeline
SPINNAKER TRUST18,360$13M0.72%-1,15513F-HRTimeline
Caldwell Trust Co18,354$13M1.16%-35713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding18,314$13M+1,708Timeline
SAGESPRING WEALTH PARTNERS, LLC18,250$12.9M0.24%-1,51113F-HRTimeline
MATHER GROUP, LLC.18,154$12.9M0.13%-44713F-HRTimeline
Williams Jones Wealth Management, LLC.18,127$12.8M0.16%-59313F-HRTimeline
Pure Financial Advisors, LLC18,072$12.8M0.18%-20313F-HRTimeline
Compound Planning, Inc.18,042$12.8M0.39%-13513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,034$12.8M0.93%-23113F-HRTimeline
OneDigital Investment Advisors LLC17,825$12.6M0.12%+59613F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT17,752$12.6M0.52%-24813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding17,735$12.6M-289Timeline
Man Group plcin group Man Group plc17,730$12.6M0.03%-44,17713F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC17,616$12.5M2.2%-15313F-HRTimeline
Aries Wealth Management17,590$12.5M2.74%-16313F-HRTimeline
FIRST AMERICAN TRUST, FSB17,515$12.4M0.83%-7,03413F-HRTimeline
Smith Salley Wealth Management17,377$12.3M0.62%+1,50913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC17,375$12.3M1.77%-19813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,264$12.2M0.07%+2,95613F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO17,249$12.2M0.38%+48013F-HRTimeline
Trajan Wealth LLC17,186$12.2M0.49%-41913F-HRTimeline
Teamwork Financial Advisors, LLC17,149$12.1M1.35%-7,67913F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,051$12.1M0.3%+1,63713F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.16,979$12M0.43%+53613F-HRTimelineGroup
Moors & Cabot, Inc.16,857$11.9M0.51%+23913F-HRTimeline
F/m Investments LLC16,856$11.9M0.79%-3,31113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,638$11.9M0.44%+12,26813F-HRTimelineGroup
Community Bank of Raymore16,803$11.9M7.97%-63213F-HRTimeline
CULLINAN ASSOCIATES INC16,793$11.9M0.96%-13,49613F-HRTimeline
Roundview Capital LLC16,756$11.9M0.74%-16813F-HRTimeline
Zimmer Partners, LP16,750$11.9M0.29%+3,55013F-HRTimeline
Atria Investments, Inc16,674$11.8M0.13%+18513F-HRTimeline
IFP Advisors, Inc16,562$11.7M0.24%-55513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.16,532$11.7M4%-52,96813F-HRTimeline
Boit C F David16,500$11.7M5.19%-2,30013F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC16,500$11.7M5.08%+8,14013F-HRTimelineGroup
Aull & Monroe Investment Management Corp16,468$11.7M5.42%-67813F-HRTimeline