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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JACKSON SQUARE CAPITAL, LLC16,889$6.13M1.48%+30813F-HRTimeline
MASSACHUSETTS INSTITUTE OF TECHNOLOGY16,714$6.06M0.86%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,710$6.06M+940Timeline
Advisors Asset Management, Inc.16,708$6.06M0.11%-36213F-HR/ATimeline
MAIRS & POWER INC16,693$6.06M0.06%+11513F-HRTimeline
Ellsworth Advisors, LLC16,686$6.05M1.59%-93713F-HRTimeline
Community Bank, N.A.16,635$6.03M0.77%-20013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,599$6.02M0.34%-43013F-HRTimeline
Family Legacy, Inc.16,665$6.02M2.04%-49113F-HRTimeline
Snowden Capital Advisors LLC16,525$5.99M0.19%-8,27813F-HRTimeline
Sheaff Brock Investment Advisors, LLC16,500$5.99M0.52%+9,26213F-HRTimeline
MONTAG A & ASSOCIATES INC16,433$5.96M0.28%+3913F-HRTimeline
Groupe la Francaisein group Groupe la Francaise14,922$5.94M0.15%13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO16,328$5.92M0.11%+60013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC16,257$5.9M0.27%+7,80313F-HRTimeline
Wells Trecaso Financial Group, LLC16,211$5.88M1.92%+14613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.16,209$5.88M0.5%+5313F-HRTimeline
Roundview Capital LLC16,186$5.87M0.41%+27413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC16,178$5.87M0.37%+1,73113F-HRTimeline
HOLDERNESS INVESTMENTS CO16,149$5.86M1.29%+9213F-HRTimeline
Ascent Wealth Partners, LLC16,137$5.85M0.79%-18713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,061$5.83M0.24%-24213F-HRTimelineGroup
TWIN CAPITAL MANAGEMENT INC16,016$5.81M0.64%+8113F-HRTimeline
Sandhill Capital Partners LLC15,978$5.8M0.45%-7913F-HRTimeline
Siemens Fonds Invest GmbH15,919$5.78M0.39%+25413F-HR/ATimeline
Pallas Capital Advisors LLC15,921$5.78M0.25%-39113F-HRTimeline
Sonora Investment Management Group, LLC15,797$5.73M0.44%+13,15813F-HRTimeline
Blue Trust, Inc.15,786$5.73M0.07%-2,29713F-HR/ATimeline
Goelzer Investment Management, Inc.15,639$5.67M0.33%+39513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC15,631$5.67M0.04%-8313F-HRTimelineGroup
Legacy CG, LLC15,454$5.61M1.72%-89013F-HRTimeline
Keeler Thomas Management LLC15,447$5.6M2%-27313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,444$5.6M+828Timeline
Concord Wealth Partnersgroup of 2 filers holding15,325$5.56M-328Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,295$5.55M0.05%+58713F-HRTimelineGroup
EQUITABLE TRUST CO15,271$5.54M0.31%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,143$5.49M0.54%-8013F-HRTimelineGroup
Chicago Capital, LLC15,139$5.49M0.15%+38313F-HRTimeline
TCI Wealth Advisors, Inc.15,115$5.48M0.46%-47613F-HRTimeline
Richard Bernstein Advisors LLC15,072$5.47M0.12%013F-HRTimeline
Blackston Financial Advisory Group, LLC15,003$5.44M2.71%-9713F-HRTimeline
RBF Capital, LLC15,000$5.44M0.28%013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co15,000$5.44M1.22%013F-HRTimeline
Tower View Wealth Management LLC14,991$5.44M2.87%+13013F-HRTimeline
Geneos Wealth Management Inc.14,972$5.43M0.19%-27413F-HRTimeline
Monument Capital Management14,924$5.41M1.49%+4213F-HRTimeline
Caprock Group, LLC14,914$5.41M0.18%+1,97713F-HRTimeline
SteelPeak Wealth, LLC14,913$5.41M0.22%-2,82413F-HRTimeline
BURNEY CO/14,857$5.39M0.19%-41013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC14,790$5.37M1.14%-46413F-HRTimeline
Covington Investment Advisors Inc.1,475$5.35M0.8%-13,07013F-HR/ATimeline
Malaga Cove Capital, LLC14,679$5.32M2.09%-14713F-HRTimeline
First Business Financial Services, Inc.14,667$5.32M0.53%+14,00013F-HRTimeline
FIRST MERCHANTS CORP14,660$5.32M0.2%+70013F-HRTimeline
Plato Investment Management Ltd14,594$5.31M0.39%013F-HRTimeline
Mission Creek Capital Partners, Inc.14,547$5.28M1.15%+29513F-HRTimeline
Robbins Farley14,543$5.28M2.57%+18613F-HRTimeline
BANK OF HAWAII14,494$5.26M0.29%-20413F-HRTimeline
Sandy Spring Bank14,490$5.26M0.21%-19513F-HRTimeline
Eukles Asset Management14,394$5.22M2.22%-1,17513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP14,393$5.22M0.15%new13F-HRTimelineGroup
MONTGOMERY INVESTMENT MANAGEMENT INC14,373$5.21M2.05%-1,10713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,358$5.21M0.26%+18013F-HRTimeline
FRG Family Wealth Advisors LLC14,324$5.2M0.94%013F-HRTimeline
BAILARD, INC.14,297$5.19M0.13%+93713F-HRTimeline
GAM Holding AGin group GAM Holding AG14,243$5.17M0.39%-98713F-HRTimelineGroup
Mathes Company, Inc.14,214$5.16M1.88%-41013F-HRTimeline
Financial Advocates Investment Manageme…14,195$5.15M0.29%-5013F-HRTimeline
EASTERN BANK14,194$5.15M0.1%-7313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,191$5.15M0.27%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,714$5.11M0.24%-1,28513F-HRTimelineGroup
Asset Dedication, LLC14,091$5.11M0.4%-3,13213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,073$5.11M0.17%+3,82313F-HRTimeline
Gouws Capital LLC14,062$5.1M3.5%+1,40513F-HRTimeline
MGO ONE SEVEN LLC14,010$5.08M0.2%+3,99713F-HRTimeline
Pflug Koory, LLC13,950$5.06M2.56%-813F-HRTimeline
BANQUE PICTET & CIE SA13,921$5.05M0.05%+13,35913F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.13,901$5.04M0.18%+43413F-HRTimelineGroup
Blue Edge Capital, LLC13,881$5.04M0.79%+37513F-HRTimeline
Reliant Investment Management, LLC13,875$5.03M2.22%+51513F-HRTimeline
Teamwork Financial Advisors, LLC13,868$5.03M0.66%-26,47813F-HRTimeline
Anchor Investment Management, LLC13,852$5.02M0.47%+53513F-HRTimeline
Seascape Capital Management13,817$5.01M1.75%+18913F-HRTimeline
CCM INVESTMENT GROUP, LLC13,770$5M0.55%13F-HRTimeline
Vise Technologies, Inc.13,776$5M0.42%+4,74813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding13,746$4.99M+675Timeline
FAS Wealth Partners, Inc.13,719$4.98M0.42%+27613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp13,713$4.97M0.47%-21813F-HRTimelineGroup
JPL Wealth Management, LLC13,536$4.91M1.41%13F-HRTimeline
Resolute Wealth Strategies, LLC13,514$4.9M2.52%-4813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,464$4.88M0.3%+47913F-HRTimeline
Altrius Capital Management Inc13,461$4.88M1.31%-37913F-HRTimeline
Tema ETFs LLC13,328$4.83M2.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,308$4.83M0.03%+5813F-HRTimelineGroup
Viewpoint Capital Management LLC13,305$4.83M2.53%+21013F-HRTimeline
Generali Investments CEE, investicni sp…13,300$4.82M0.5%13F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC13,264$4.81M0.52%+47913F-HRTimeline
Traynor Capital Management, Inc.13,260$4.81M0.37%+1,98913F-HRTimeline
FourThought Financial Partners, LLC13,253$4.81M0.5%new13F-HRTimeline
Trajan Wealth LLC13,167$4.78M0.26%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC13,154$4.77M1.61%-613F-HRTimeline
B & T Capital Management DBA Alpha Capi…13,128$4.76M0.87%+14113F-HRTimeline
Trexquant Investment LP13,119$4.76M0.06%-9,01613F-HRTimeline
IronBridge Private Wealth, LLC13,102$4.75M1.74%-62613F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC13,093$4.74M0.01%+4,32713F-HRTimelineGroup
WEBSTER BANK, N. A.13,063$4.74M0.51%-55613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,917$4.69M0.15%-3,26113F-HRTimelineGroup
Faithward Advisors, LLC12,878$4.67M0.8%-1813F-HRTimeline
LEUTHOLD GROUP, LLC12,800$4.64M0.56%-42913F-HRTimeline
Callan Family Office, LLC12,757$4.63M0.29%+10,61313F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC12,697$4.61M1.89%-2513F-HRTimeline
Ledyard National Bank12,674$4.6M0.43%-60913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,659$4.59M0.04%+16013F-HRTimeline
Global Wealth Management Investment Adv…12,602$4.57M0.94%+26813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,597$4.57M+528Timeline
Iowa State Bank12,597$4.57M0.95%-10913F-HRTimeline
Hayek Kallen Investment Management12,594$4.57M1.66%-2513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV12,562$4.56M1.45%+2113F-HRTimeline
PLIMOTH TRUST CO LLC12,508$4.54M1.17%-2113F-HRTimeline
Barbara Oil Co.12,500$4.53M1.88%013F-HRTimeline
DT Investment Partners, LLC12,474$4.53M0.38%-18013F-HRTimeline
Sowell Financial Services LLC12,424$4.51M0.24%-1,00013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC12,412$4.5M0.43%-57813F-HRTimelineGroup
JERICHO FINANCIAL, LLP12,399$4.5M3.26%13F-HRTimeline
Applied Capital LLC/FL12,366$4.49M3.52%-10013F-HRTimeline
J.P. Marvel Investment Advisors, LLC12,347$4.48M0.74%013F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…12,336$4.48M0.05%-1,40413F-HRTimelineGroup
Azimuth Capital Investment Management L…12,325$4.47M0.17%-22513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.12,320$4.47M0.33%-1,63013F-HRTimelineGroup
North Star Investment Management Corp.12,313$4.47M0.31%+713F-HRTimeline
FORA Capital, LLC12,311$4.47M0.51%new13F-HRTimeline
SAPIENT CAPITAL LLC12,307$4.46M0.09%+9413F-HRTimeline
Alberta Investment Management Corp12,300$4.46M0.03%-2,90013F-HRTimeline
TRUST CO OF VERMONT12,291$4.46M0.22%-45413F-HRTimeline
Jacobi Capital Management LLC12,267$4.45M0.33%-25013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC12,206$4.43M1.38%-15913F-HRTimeline
Modus Advisors, LLC12,136$4.4M1.38%+7913F-HRTimeline
OLD NATIONAL BANCORP /IN/12,082$4.38M0.1%-16013F-HRTimeline
New Hampshire Trust12,048$4.37M0.92%+24513F-HRTimeline
CWA Asset Management Group, LLC12,030$4.36M0.22%+1,11513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC11,958$4.34M0.02%-1,79313F-HRTimelineGroup
MATHER GROUP, LLC.11,956$4.34M0.06%-21213F-HRTimeline
Sound View Wealth Advisors Group, LLC11,927$4.33M0.35%+51913F-HRTimeline
Laird Norton Wetherby Wealth Management…11,886$4.31M0.21%-42513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC11,836$4.29M2.46%+3,64313F-HRTimeline
SIGNATUREFD, LLC11,691$4.24M0.08%-31913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management11,667$4.23M0.01%+7,05713F-HRTimelineGroup
Regency Capital Management Inc.\DE11,656$4.23M2.29%+50413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,620$4.22M0.34%+38413F-HRTimeline
Argyle Capital Management, LLC11,559$4.19M1.65%+4013F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC11,544$4.19M0.19%-54013F-HRTimeline
Occidental Asset Management, LLC11,535$4.18M0.65%+61513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/11,491$4.17M0.55%+1,00013F-HRTimeline
Procyon Advisors, LLC11,469$4.16M0.27%-19013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,390$4.13M0.84%-10013F-HRTimeline
Whitener Capital Management, Inc.11,354$4.12M1.15%-18913F-HRTimeline
Providence Wealth Advisors, LLC11,289$4.11M3.11%-41613F-HRTimeline
Nicholas Hoffman & Company, LLC.11,290$4.1M0.16%-16413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
SMITH, MOORE & CO.11,284$4.09M0.37%+16413F-HRTimeline
HITE Hedge Asset Management LLC11,177$4.05M0.3%new13F-HRTimeline
Kingsview Wealth Management, LLC11,159$4.05M0.08%-57713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,111$4.03M0.3%+2513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,071$4.02M0.06%-17313F-HRTimeline
MWA Asset Management11,043$4.01M2.66%-19613F-HRTimeline
CPA Asset Management Group, LLC11,009$3.99M1.86%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,990$3.99M0.43%+27713F-HRTimeline
Focus Financial Network, Inc.10,931$3.97M0.16%-13213F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding10,908$3.96M0Timeline
Hudson Capital Management LLC10,895$3.95M1.23%+6613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.10,843$3.93M0.17%+23713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,792$3.91M0.91%013F-HRTimeline
Argent Trust Co10,788$3.91M0.16%+92213F-HRTimeline
Asset Management Group, Inc.10,771$3.91M0.69%+3213F-HRTimeline
VESTOR CAPITAL, LLC10,754$3.9M0.3%+6713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,729$3.89M1.08%-313F-HRTimeline
Pure Financial Advisors, LLC10,699$3.88M0.09%+44113F-HRTimeline
Slow Capital, Inc.10,692$3.88M0.55%-1,09313F-HRTimeline
Graypoint LLC10,666$3.87M0.23%-4213F-HRTimeline
Mystic Asset Management, Inc.10,605$3.85M1.03%+29013F-HRTimeline
Verdence Capital Advisors LLC10,603$3.85M0.31%+2,13113F-HRTimeline
Kinloch Capital, LLC10,597$3.84M1.93%+26213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC10,574$3.84M1.26%+55013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,569$3.83M0.35%-14213F-HRTimelineGroup
Legacy Financial Strategies, LLC10,653$3.83M0.83%-18213F-HRTimeline
BLB&B Advisors, LLC10,506$3.81M0.19%-43813F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,492$3.81M0.1%+68013F-HRTimeline
Capital Investment Counsel, Inc10,480$3.8M0.57%-55013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,351$3.75M0.05%+56613F-HRTimelineGroup
IFP Advisors, Inc10,343$3.75M0.12%+2,22513F-HRTimeline
World Investment Advisors10,327$3.75M0.1%+6,31513F-HRTimeline
MONETARY MANAGEMENT GROUP INC10,227$3.71M0.96%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,205$3.7M1.42%13F-HRTimeline
Truvestments Capital LLC10,196$3.7M0.95%+36613F-HRTimeline
Evercore Wealth Management, LLC10,167$3.69M0.06%+19413F-HRTimeline
PROFUND ADVISORS LLC10,158$3.68M0.13%+20313F-HRTimeline
Onex Canada Asset Management Inc.10,153$3.68M0.44%-17213F-HRTimeline
Jaffetilchin Investment Partners, LLC10,132$3.68M0.27%+70113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,108$3.67M0.08%-18713F-HRTimelineGroup
Parallel Advisors, LLC10,096$3.66M0.08%+79113F-HRTimeline
NorthRock Partners, LLC10,071$3.65M0.12%-19313F-HR/ATimeline