Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

Filings received so far for Q3 2026: 464 13F filers report a position in CAT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Beacon Wealthcare LLC362$293K0.09%new13F-HRTimeline
N10 ASSETS, LLC350$284K0.11%013F-HRTimeline
PFW Advisors LLC348$282K0.08%+1613F-HRTimeline
Friday Financial339$280K0.06%+3613F-HRTimeline
TruNorth Capital Management, LLC345$280K0.04%+5513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.342$277K0.06%013F-HRTimeline
Powers Advisory Group, LLC342$277K0.08%+1413F-HRTimeline
Elmwood Wealth Management, Inc.339$275K0.07%-213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.330$268K0.21%013F-HRTimeline
Aspen Wealth Management LLC330$267K0.04%013F-HRTimeline
WT Wealth Management328$266K0.07%+8413F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV320$259K0.15%-713F-HRTimeline
BigSur Wealth Management LLC310$251K0.06%013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC307$249K0.1%013F-HRTimeline
Investment Partners Asset Management, I…302$245K0.13%013F-HRTimeline
Dupree Financial Group, LLC300$243K0.09%-1313F-HRTimeline
Tempus Wealth Planning, LLC295$239K0.05%+6313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC292$236K0.22%+313F-HRTimeline
Post Resch Tallon Group Inc.290$235K0.16%013F-HRTimeline
Silverleafe Capital Partners, LLC288$234K0.07%-613F-HRTimeline
Kure Advisory, LLC288$234K0.11%+213F-HRTimeline
Insight Wealth Strategies, LLC280$227K0.02%+1613F-HRTimeline
Triumph Capital Management278$225K0.04%+2513F-HRTimeline
Grove Street Fiduciary, LLC274$222K0.1%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.273$221K0.04%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC271$220K0.01%+3413F-HRTimeline
Essential Partners LLC264$214K0.1%+7113F-HRTimeline
DLK Investment Management, LLC263$213K0.08%new13F-HRTimeline
Bestgate Wealth Advisors, LLC263$213K0.13%new13F-HRTimeline
4WEALTH ADVISORS, INC.254$210K0.15%-33513F-HRTimeline
Greater Midwest Financial Group, LLC256$208K0.1%+2913F-HRTimeline
15 Wealth Advisors LLC250$203K0.05%13F-HRTimeline
Waycross Investment Management Co250$203K0.16%013F-HRTimeline
Horizons Wealth Management249$202K0.13%13F-HRTimeline
Founders Capital Management248$201K0.09%+3413F-HRTimeline
Davis Capital Management225$182K0.11%-1213F-HRTimeline
GoalVest Advisory LLC214$174K0.03%-1113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC208$169K0.05%+4113F-HRTimeline
Paladin Partners, LLC207$168K0.1%013F-HRTimeline
Downshift Financial, LLC202$164K0.07%+2013F-HRTimeline
Horrell Capital Management, Inc.200$162K0.09%013F-HRTimeline
Nvest Wealth Strategies, Inc.193$156K0.11%013F-HRTimeline
CGC Financial Services, LLC166$135K0.03%013F-HRTimeline
GK Wealth Management LLC163$132K0.07%-8213F-HRTimeline
Lodestone Wealth Management LLC157$127K0.04%013F-HRTimeline
Clayton Financial Group LLC156$126K0.07%-5013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC153$125K0.04%+2313F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH125$101K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…125$101K0.17%-1,23513F-HRTimeline
Beacon Financial Strategies CORP100$81.1K0.04%013F-HRTimeline
Catherine Avery Investment Management L…96$77.8K0.07%013F-HRTimeline
Retirement Wealth Solutions LLC94$75.9K0.04%+513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.75$60.8K0.01%013F-HRTimeline
Dorato Capital Management72$58.6K0.04%013F-HRTimeline
Marquette Asset Management, LLC67$54.3K0.01%-513F-HRTimeline
Planning Strategies Inc.61$49.5K0.03%+313F-HRTimeline
STEPH & CO45$36.5K0.01%+413F-HRTimeline
Matrix Trust Co37$30K<0.01%+613F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.27$21.5K0.01%new13F-HRTimeline
Noble Wealth Management PBC25$20.3K0.01%-713F-HRTimeline
Banque de Luxembourg S.A.22$17.8K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…14$11.4K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10$8.11K0.01%+213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2$2K<0.01%new13F-HRTimeline