Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
FRANKLIN STREET ADVISORS INC /NC16,356$17.4M0.97%+1,84313F-HRTimeline
Ascent Wealth Partners, LLC16,296$17.4M1.74%+36513F-HRTimeline
Moors & Cabot, Inc.16,267$17.3M0.67%-59013F-HRTimeline
MainStreet Investment Advisors LLC16,262$17.3M2.36%-2,30813F-HRTimeline
Aull & Monroe Investment Management Corp16,206$17.3M7.22%-26213F-HRTimeline
Geneos Wealth Management Inc.16,196$17.2M0.35%+6213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,168$17.2M0.49%+43013F-HRTimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP16,098$17.1M0.71%new13F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,554$17.1M0.54%-8413F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.16,054$17.1M0.76%-9,00213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…16,039$17.1M0.08%-9613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…16,021$17.1M0.25%-21613F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.15,921$17M0.4%+7,33913F-HRTimeline
Paradiem, LLC15,910$16.9M3.65%-8,39313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC15,894$16.9M0.97%+94413F-HRTimeline
F/m Investments LLC15,836$16.9M0.86%-1,02013F-HRTimeline
FIRST AMERICAN TRUST, FSB15,826$16.9M1.02%-1,68913F-HRTimeline
Texas Capital Bank Wealth Management Se…15,788$16.8M0.9%-3,26813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.15,777$16.8M0.97%-46013F-HRTimeline
Cordgrass Capital Advisors, LLC15,753$16.8M6.25%-31013F-HRTimeline
Ipswich Investment Management Co., Inc.15,627$16.6M3.51%-14213F-HRTimeline
EQUITABLE TRUST CO15,577$16.6M0.69%-27913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC15,554$16.6M0.86%-7513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC15,546$16.6M2.3%+48513F-HRTimeline
LMCG INVESTMENTS, LLC15,428$16.4M0.88%-5,40113F-HRTimeline
Gerald Baker Financial Group LLC15,328$16.3M4.64%-10013F-HRTimeline
HOLDERNESS INVESTMENTS CO15,293$16.3M2.72%-26413F-HRTimeline
Assenagon Asset Management S.A.15,258$16.2M0.02%-11913F-HR/ATimeline
Aventail Capital Group, LP15,150$16.1M0.93%-12,75813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,137$16.1M0.59%-9913F-HRTimeline
CULLINAN ASSOCIATES INC15,128$16.1M1.22%-1,66513F-HRTimeline
Covington Investment Advisors Inc.15,115$16.1M2.08%-1,08013F-HRTimeline
Larson Financial Group LLC15,074$16.1M0.42%+27313F-HRTimeline
Gouws Capital LLC15,066$16M7.46%-87613F-HRTimeline
L & S Advisors Inc15,032$16M1.65%+41513F-HRTimeline
RBF Capital, LLC15,000$16M0.67%013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co15,000$16M4.43%013F-HRTimeline
Wilmington Savings Fund Society, FSB14,989$16M0.36%-35113F-HRTimeline
Siemens Fonds Invest GmbH14,972$15.9M0.78%-45313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…14,953$15.9M1.34%13F-HRTimelineGroup
NEVILLE RODIE & SHAW INC14,952$15.9M1.03%-36013F-HRTimeline
TCI Wealth Advisors, Inc.14,948$15.9M0.69%-813F-HRTimeline
SageGuard Financial Group, LLC14,886$15.9M2.23%-42113F-HRTimeline
VestGen Advisors, LLC14,885$15.9M0.47%-1,76013F-HRTimeline
Teamwork Financial Advisors, LLC14,865$15.8M1.48%-2,28413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…14,782$15.7M0.51%-97013F-HRTimeline
DIVERSIFIED TRUST CO14,725$15.7M0.25%+2,98613F-HRTimeline
GAMMA Investing LLC14,723$15.7M0.58%+70713F-HRTimeline
OpenArc Corporate Advisory, LLC14,720$15.7M0.19%+45413F-HRTimeline
Community Bank, N.A.14,696$15.6M1.69%-48413F-HRTimeline
Ashton Thomas Private Wealth, LLC14,645$15.6M0.33%+92513F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC14,583$15.5M1.46%+2,09213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,583$15.5M0.03%-5,93113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.14,349$15.3M0.48%-52613F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC14,327$15.3M4.63%013F-HRTimeline
CONNORS INVESTOR SERVICES INC14,316$15.2M1.32%-1,83513F-HRTimeline
FAS Wealth Partners, Inc.14,293$15.2M0.79%+53913F-HRTimeline
FFG Partners, LLC14,217$15.1M4.35%new13F-HRTimeline
Boit C F David14,200$15.1M6.36%-2,30013F-HRTimeline
Columbia Asset Management14,167$15.1M2.62%-89113F-HRTimeline
EASTERN BANK14,124$15M0.23%-23213F-HRTimeline
Vestcor Inc14,111$15M0.37%-35113F-HRTimeline
Reliant Investment Management, LLC14,074$15M5.34%-34613F-HRTimeline
ROMANO BROTHERS AND COMPANY14,045$15M1.5%-19013F-HRTimeline
GREAT LAKES ADVISORS, LLC14,041$15M0.11%-50913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC13,966$14.9M0.05%-6,56713F-HRTimeline
Family Legacy, Inc.13,961$14.9M3.97%-46113F-HRTimeline
Oak Harvest Investment Services13,954$14.9M1.39%+10,20313F-HRTimeline
IFP Advisors, Inc13,949$14.9M0.27%-2,61313F-HRTimeline
SIGNATUREFD, LLC13,891$14.8M0.2%+36213F-HRTimeline
Pflug Koory, LLC13,849$14.7M5.89%+813F-HRTimeline
Bellars Harris Wealth Management, LLC13,845$14.7M3%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,829$14.7M0.4%+13213F-HRTimeline
SteelPeak Wealth, LLC13,800$14.7M0.39%-10,10313F-HRTimeline
Private Wealth Asset Management, LLC13,783$14.7M1.41%-14513F-HRTimeline
Plato Investment Management Ltd13,863$14.7M0.84%-20713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/13,719$14.6M1.22%+39913F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS13,701$14.6M0.25%+55113F-HRTimeline
Sandhill Capital Partners LLC13,642$14.5M1.18%-60913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,588$14.5M0.67%+1,20213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,499$14.4M0.58%-1,17013F-HRTimelineGroup
North Dakota State Investment Board13,389$14.3M0.58%-2813F-HRTimeline
Savvy Advisors, Inc.13,373$14.2M0.3%+1,42913F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC13,352$14.2M3.79%+4613F-HRTimeline
Mathes Company, Inc.13,349$14.2M4.42%-513F-HRTimeline
Malaga Cove Capital, LLC13,197$14.1M4.47%-20013F-HRTimeline
Blue Edge Capital, LLC13,179$14M1.69%-47813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13,157$14M0.44%-10113F-HRTimeline
Heritage Trust Co13,071$13.9M1.21%+43013F-HRTimeline
HighPoint Advisor Group LLC13,062$13.9M0.49%-73913F-HRTimeline
CVFG LLC13,060$13.9M1.46%-93313F-HRTimeline
Hilton Capital Management, LLC13,044$13.9M0.95%-1,61913F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…13,039$13.9M0.3%+12,51713F-HRTimeline
Parallel Advisors, LLC13,025$13.9M0.21%-6513F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC13,306$13.8M0.18%+1,50713F-HRTimeline
Nicholas Hoffman & Company, LLC.12,909$13.7M0.29%-51413F-HRTimeline
Eukles Asset Management12,905$13.7M5.67%-43613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,898$13.7M0.1%-26713F-HRTimeline
FourThought Financial Partners, LLC12,863$13.7M1.06%-1413F-HRTimeline
New Age Alpha Advisors, LLC12,824$13.7M0.58%-21313F-HRTimeline
WCG Wealth Advisors LLC12,808$13.6M0.32%-6313F-HRTimeline
CoreCap Advisors, LLC12,756$13.6M0.4%+39313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,703$13.5M0.42%-50413F-HRTimelineGroup
FOSTER & MOTLEY INC12,614$13.4M0.62%-1,86713F-HRTimeline
Lombard Odier Asset Management (Switzer…12,545$13.4M0.42%+1,28013F-HRTimeline
Seascape Capital Management12,510$13.3M3.19%-13413F-HRTimeline
Argent Trust Co12,510$13.3M0.38%+1,73213F-HRTimeline
Barbara Oil Co.12,500$13.3M4.48%013F-HRTimeline
CX Institutional12,491$13.3M0.38%-1,55313F-HRTimeline
Palmer Knight Co12,433$13.2M5.1%-32813F-HRTimeline
Sterling Capital Management LLC12,416$13.2M0.22%+4,30513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC12,357$13.2M3.18%+6313F-HRTimeline
ANDERSON HOAGLAND & CO12,314$13.1M1.03%-4,09013F-HRTimeline
Resolute Wealth Strategies, LLC12,273$13.1M5.06%-49913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding12,531$13.1M+1,067Timeline
MONTAG A & ASSOCIATES INC12,260$13.1M0.55%-10813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding12,259$13.1M-4,186Timeline
Faithward Advisors, LLC12,237$13M1.59%-44113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC12,221$13M0.07%-13,05613F-HRTimelineGroup
North Star Investment Management Corp.12,195$13M0.71%+40313F-HRTimeline
WealthPlan Investment Management, LLC12,152$12.9M0.64%-1,61813F-HRTimeline
Gilliland Jeter Wealth Management LLC12,151$12.9M3.39%+313F-HRTimeline
Spartan Wealth Advisory Services LLC12,069$12.9M1.05%+74013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,010$12.8M0.42%-1,02213F-HRTimelineGroup
TRUST CO OF VERMONT11,962$12.7M0.48%13F-HRTimeline
GROUPAMA ASSET MANAGMENT12,166$12.7M0.16%+1,81013F-HRTimeline
Anchor Investment Management, LLC11,863$12.6M0.95%-23613F-HRTimeline
J.P. Marvel Investment Advisors, LLC11,856$12.6M1.45%+12213F-HRTimeline
JPL Wealth Management, LLC11,851$12.6M2.5%-55913F-HRTimeline
Aaron Wealth Advisors LLC11,790$12.6M0.64%-28313F-HRTimeline
Rice Partnership, LLC11,776$12.5M1.52%+1,24813F-HRTimeline
BW Gestao de Investimentos Ltda.11,720$12.5M0.3%+11,04013F-HRTimeline
ADVOCATE GROUP LLC11,714$12.5M1.88%-2,81213F-HRTimeline
Hodges Capital Management Inc.11,697$12.5M0.82%-42813F-HRTimeline
Bridgelight Financial Advisors, Inc.11,668$12.4M8.51%-4,57413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,662$12.4M0.59%+1,15213F-HRTimeline
Hayek Kallen Investment Management11,607$12.4M3.75%-28413F-HRTimeline
Whitener Capital Management, Inc.11,582$12.3M2.61%-29613F-HRTimeline
WEBSTER BANK, N. A.11,566$12.3M1.07%-61013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC11,462$12.2M0.99%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,439$12.2M0.09%-19713F-HRTimeline
Indivisible Partners11,404$12.1M0.69%+1,44413F-HRTimeline
Zhang Financial LLC11,361$12.1M0.35%+2013F-HRTimeline
Monument Capital Management11,280$12M2.42%-2,52613F-HRTimeline
Jacobi Capital Management LLC11,247$12M0.59%-27213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,190$11.9M2.25%013F-HRTimeline
SAPIENT CAPITAL LLC11,149$11.9M0.16%+28213F-HR/ATimeline
Modern Wealth Management, LLC11,141$11.9M0.14%+5,63413F-HRTimeline
Stenger Family Office, LLC11,136$11.9M1.89%-413F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…11,120$11.8M0.06%-8,23613F-HRTimelineGroup
PFG Advisors11,057$11.8M0.59%-95613F-HRTimeline
Asset Dedication, LLC11,044$11.8M0.74%-40813F-HRTimeline
Wealth High Governance Capital Ltda11,040$11.8M3.52%new13F-HRTimeline
DENALI ADVISORS LLC11,035$11.8M1.18%+1,33813F-HRTimeline
Mission Creek Capital Partners, Inc.11,034$11.7M2.07%+53513F-HRTimeline
New Hampshire Trust10,980$11.7M2.21%-43713F-HRTimeline
Titan Investment Solutions Ltdgroup of 2 filers holding10,916$11.6M-794Timeline
PFG Investments, LLC10,845$11.5M0.45%+1,63313F-HRTimeline
BRIGHTON JONES LLC10,841$11.5M0.21%+41313F-HRTimeline
Geneva Partners, LLC10,746$11.4M3.05%-3713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,737$11.4M1.52%+35013F-HRTimeline
Truvestments Capital LLC10,677$11.4M1.69%-2713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,625$11.3M1.39%+24813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,617$11.3M0.1%-73,11113F-HRTimelineGroup
Indiana Trust & Investment Management Co10,557$11.2M3.07%+4213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,533$11.2M0.18%+1,42213F-HRTimelineGroup
Perigon Wealth Management, LLC10,528$11.2M0.18%+21013F-HRTimeline
PLIMOTH TRUST CO LLC10,522$11.2M2.24%-17213F-HRTimeline
IHT Wealth Management, LLC10,497$11.2M0.24%+24913F-HRTimeline
Pinnacle Holdings, LLC10,494$11.2M3.44%-42613F-HRTimeline
Modus Advisors, LLC10,481$11.2M2.76%-64313F-HRTimeline
OLD NATIONAL BANCORP /IN/10,407$11.1M0.22%+62413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,359$11M0.33%+3,99613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,352$11M0.24%-1,31613F-HRTimelineGroup
Snowden Capital Advisors LLC10,350$11M0.26%+78713F-HRTimeline
FIRST MERCHANTS CORP10,324$11M0.39%+30513F-HRTimeline
SMITH, MOORE & CO.10,324$11M0.71%-28713F-HRTimeline
Lifeworks Advisors, LLC10,297$11M1.15%+79413F-HRTimeline
Cyndeo Wealth Partners, LLC10,286$11M0.52%-25413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,281$10.9M2.95%-2413F-HRTimeline
Vestmark Advisory Solutions, Inc.10,211$10.9M0.1%+2,48113F-HRTimeline
Trajan Wealth LLC10,201$10.9M0.41%-6,98513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding10,196$10.9M-193Timeline
Occidental Asset Management, LLC10,195$10.9M1.08%+10513F-HRTimeline
Providence Wealth Advisors, LLC11,040$10.8M6.38%-15013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS10,142$10.8M0.5%+83113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trek Financial, LLC10,127$10.8M0.54%+6,73013F-HRTimeline
Procyon Advisors, LLC10,122$10.8M0.47%-12013F-HRTimeline
NorthRock Partners, LLC10,121$10.8M0.16%+3513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC12,239$10.8M0.39%-38413F-HRTimeline
Ramirez Asset Management, Inc.10,110$10.8M1.12%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,302$10.7M+5,571Timeline
Argyle Capital Management, LLC10,082$10.7M3.09%-27713F-HRTimeline
Jones Kertz & Associates, Inc.10,073$10.7M4.95%-1,22713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,057$10.7M1.82%-11513F-HRTimeline
Focus Financial Network, Inc.10,043$10.7M0.33%+16013F-HRTimeline
McKinley Carter Wealth Services, Inc.10,027$10.7M0.55%+41413F-HRTimeline
Stokes Capital Advisors, LLC10,019$10.7M2.28%-1,25913F-HRTimeline
Naviter Wealth, LLC10,011$10.7M0.97%+2,30313F-HRTimeline
Asset Management Group, Inc.10,005$10.7M1.56%-79613F-HRTimeline