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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Family Legacy, Inc.16,669$5.5M1.89%+413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,601$5.48M0.88%-73513F-HRTimeline
Wells Trecaso Financial Group, LLC16,586$5.47M1.82%+37513F-HRTimeline
Roundview Capital LLC16,582$5.47M0.39%+39613F-HRTimeline
MAIRS & POWER INC16,553$5.46M0.06%-14013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,523$5.45M0.1%+19513F-HRTimeline
MONTAG A & ASSOCIATES INC16,470$5.43M0.27%+3713F-HRTimeline
Caprock Group, LLC16,417$5.41M0.17%+1,50313F-HRTimeline
GREENLEAF TRUST16,411$5.41M0.05%-1,33013F-HRTimeline
Pallas Capital Advisors LLC16,382$5.4M0.22%+46113F-HRTimeline
Sheaff Brock Investment Advisors, LLC16,367$5.4M0.5%-13313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,358$5.39M0.16%-15,42013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.16,313$5.38M0.07%-82613F-HRTimeline
Generali Investments CEE, investicni sp…16,300$5.38M0.5%+3,00013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise15,968$5.36M0.11%+1,04613F-HRTimelineGroup
Ascent Wealth Partners, LLC16,239$5.36M0.72%+10213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.16,204$5.34M0.46%-513F-HRTimeline
HOLDERNESS INVESTMENTS CO16,177$5.34M1.24%+2813F-HRTimeline
Siemens Fonds Invest GmbH16,144$5.32M0.37%+22513F-HRTimeline
Sandhill Capital Partners LLC16,071$5.3M0.44%+9313F-HRTimeline
Robertson Stephens Wealth Management, L…16,053$5.29M0.2%-1,48713F-HRTimeline
WRIGHT INVESTORS SERVICE INC16,031$5.29M1.75%-1,54213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Community Bank, N.A.16,018$5.28M0.71%-61713F-HRTimeline
Columbia Asset Management15,976$5.27M1.07%-97013F-HRTimeline
ANDERSON HOAGLAND & CO19,211$5.26M0.62%+2913F-HRTimeline
Chicago Capital, LLC15,934$5.26M0.15%+79513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC15,919$5.25M0.34%-25913F-HRTimeline
Legacy CG, LLC15,871$5.23M1.69%+41713F-HRTimeline
EASTERN BANK15,776$5.2M0.1%+1,58213F-HRTimeline
Perigon Wealth Management, LLC15,719$5.18M0.13%-4,82113F-HRTimeline
TWIN CAPITAL MANAGEMENT INC15,638$5.16M0.6%-37813F-HRTimeline
Compound Planning, Inc.15,535$5.12M0.23%-7,65813F-HRTimeline
Illinois Municipal Retirement Fund15,496$5.11M0.07%-14,83613F-HRTimeline
iA Global Asset Management Inc.15,477$5.1M0.09%-3,35913F-HRTimeline
EDGAR LOMAX CO/VA15,400$5.08M0.32%-62,69313F-HRTimeline
Covington Investment Advisors Inc.15,380$5.07M0.79%+13,90513F-HRTimeline
Trajan Wealth LLC15,207$5.02M0.27%+2,04013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,201$5.01M-243Timeline
ALPS ADVISORS INCin group ALPS ADVISORS INC15,142$4.99M0.03%-48913F-HRTimelineGroup
PFG Advisors15,127$4.99M0.28%+5,89113F-HRTimeline
MGO ONE SEVEN LLC15,109$4.98M0.19%+1,09913F-HRTimeline
TCI Wealth Advisors, Inc.15,090$4.98M0.4%-2513F-HRTimeline
Monument Capital Management15,077$4.97M1.53%+15313F-HRTimeline
RBF Capital, LLC15,000$4.95M0.31%013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co15,000$4.95M1.16%013F-HRTimeline
Gouws Capital LLC14,990$4.94M3.23%+92813F-HRTimeline
Bell Asset Management Ltd14,981$4.94M0.91%new13F-HRTimeline
Sowell Financial Services LLC14,949$4.93M0.22%+2,52513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,916$4.92M0.16%+1,99913F-HRTimelineGroup
EQUITABLE TRUST CO14,842$4.89M0.27%-42913F-HRTimeline
GAM Holding AGin group GAM Holding AG14,832$4.89M0.38%+58913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,831$4.89M0.17%+75813F-HRTimeline
Verition Fund Management LLC14,732$4.86M0.03%+6,69713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,708$4.85M0.24%+35013F-HRTimeline
Sandy Spring Bank14,679$4.84M0.2%+18913F-HRTimeline
First Business Financial Services, Inc.14,667$4.84M0.48%013F-HRTimeline
Robbins Farley14,667$4.84M2.57%+12413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…14,657$4.83M0.48%-48613F-HRTimelineGroup
Peregrine Asset Advisers, Inc.14,656$4.83M1.81%+6,52513F-HRTimeline
Malaga Cove Capital, LLC14,565$4.8M2.08%-11413F-HRTimeline
Eukles Asset Management14,547$4.8M2.11%+15313F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.14,515$4.79M0.17%+61413F-HRTimelineGroup
BURNEY CO/14,499$4.78M0.17%-35813F-HRTimeline
Richard Bernstein Advisors LLC14,484$4.78M0.12%-58813F-HRTimeline
BAILARD, INC.14,440$4.76M0.12%+14313F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC14,373$4.74M1.89%013F-HRTimeline
Mission Creek Capital Partners, Inc.14,361$4.74M1.15%-18613F-HRTimeline
FRG Family Wealth Advisors LLC14,324$4.72M0.91%013F-HRTimeline
FIRST MERCHANTS CORP14,268$4.71M0.19%-39213F-HRTimeline
FAS Wealth Partners, Inc.14,209$4.69M0.38%+49013F-HRTimeline
Private Wealth Asset Management, LLC14,203$4.68M0.67%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.14,184$4.68M0.23%+47013F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC14,035$4.63M0.47%+77113F-HRTimeline
IFP Advisors, Inc14,018$4.62M0.14%+3,67513F-HRTimeline
SteelPeak Wealth, LLC14,004$4.62M0.2%-90913F-HRTimeline
Seascape Capital Management14,003$4.62M1.61%+18613F-HRTimeline
BANK OF HAWAII13,967$4.61M0.26%-52713F-HRTimeline
JPL Wealth Management, LLC13,960$4.6M1.31%+42413F-HR/ATimeline
Blue Edge Capital, LLC13,923$4.59M0.74%+4213F-HRTimeline
Mathes Company, Inc.13,902$4.58M1.86%-31213F-HRTimeline
Pflug Koory, LLC13,900$4.58M2.55%-5013F-HRTimeline
Reliant Investment Management, LLC13,830$4.56M2.37%-4513F-HRTimeline
Altrius Capital Management Inc13,785$4.55M1.11%+32413F-HRTimeline
Asset Dedication, LLC13,751$4.54M0.37%-34013F-HRTimeline
Capital Investment Counsel, Inc13,736$4.53M0.68%+3,25613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,730$4.53M0.28%+26613F-HRTimeline
CWA Asset Management Group, LLC13,725$4.53M0.22%+1,69513F-HRTimeline
Snowden Capital Advisors LLC13,718$4.52M0.14%-2,80713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC13,671$4.51M0.93%-1,11913F-HRTimeline
Financial Advocates Investment Manageme…13,653$4.5M0.32%-54213F-HRTimeline
B & T Capital Management DBA Alpha Capi…13,616$4.49M0.85%+48813F-HRTimeline
Truvestments Capital LLC13,607$4.49M0.97%+3,41113F-HRTimeline
Resolute Wealth Strategies, LLC13,536$4.46M2.49%+2213F-HRTimeline
Capital Asset Advisory Services LLC13,320$4.46M0.23%+5,68213F-HRTimeline
Viewpoint Capital Management LLC13,505$4.45M2.4%+20013F-HRTimeline
United Capital Management of KS, Inc.13,450$4.44M0.92%-17,61813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,306$4.39M0.03%-213F-HRTimelineGroup
WEBSTER BANK, N. A.13,298$4.39M0.48%+23513F-HRTimeline
JERICHO FINANCIAL, LLP13,276$4.38M3.18%+87713F-HRTimeline
FourThought Financial Partners, LLC13,201$4.35M0.46%-5213F-HRTimeline
Traynor Capital Management, Inc.13,123$4.33M0.37%-13713F-HRTimeline
Plato Investment Management Ltd12,929$4.31M0.36%-1,66513F-HRTimeline
Global Wealth Management Investment Adv…13,052$4.3M0.86%+45013F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,902$4.26M0.04%-33,02813F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…12,877$4.25M0.04%+12,44913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…12,875$4.25M0.11%+2,38313F-HRTimeline
Anchor Investment Management, LLC12,872$4.25M0.4%-98013F-HRTimeline
Ledyard National Bank12,822$4.23M0.42%+14813F-HRTimeline
Hodges Capital Management Inc.12,801$4.22M0.42%-9,16913F-HR/ATimeline
Gilliland Jeter Wealth Management LLC12,779$4.21M1.49%-37513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV12,778$4.21M1.39%+21613F-HRTimeline
Occidental Asset Management, LLC12,769$4.21M0.64%+1,23413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP12,700$4.19M0.12%-1,69313F-HRTimelineGroup
IronBridge Private Wealth, LLC12,665$4.18M1.65%-43713F-HRTimeline
Faithward Advisors, LLC12,626$4.16M0.73%-25213F-HRTimeline
Arkadios Wealth Advisors12,621$4.16M0.16%+6,18713F-HRTimeline
Smith Salley Wealth Management12,617$4.16M0.27%+4,09313F-HRTimeline
Hayek Kallen Investment Management12,589$4.15M1.53%-513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,554$4.14M0.04%-10513F-HRTimeline
Barbara Oil Co.12,500$4.12M1.67%013F-HRTimeline
MATHER GROUP, LLC.12,474$4.11M0.05%+51813F-HRTimeline
L & S Advisors Inc12,473$4.11M0.51%new13F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC12,422$4.1M1.77%-27513F-HRTimeline
Jacobi Capital Management LLC12,416$4.09M0.3%+14913F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,382$4.08M-215Timeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC12,370$4.08M0.41%-4213F-HR/ATimelineGroup
Alberta Investment Management Corp12,300$4.06M0.03%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.12,271$4.05M0.31%-4913F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC12,236$4.04M0.01%+8,63413F-HRTimeline
Iowa State Bank12,220$4.03M0.86%-37713F-HRTimeline
SAPIENT CAPITAL LLC12,207$4.03M0.08%-10013F-HRTimeline
Nicholas Hoffman & Company, LLC.12,205$4.03M0.15%+91513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Modus Advisors, LLC12,077$3.98M1.3%-5913F-HRTimeline
VISTA INVESTMENT PARTNERS LLC12,071$3.98M1.21%-13513F-HRTimeline
New Hampshire Trust11,962$3.95M0.9%-8613F-HRTimeline
TRUST CO OF VERMONT11,953$3.94M0.2%-33813F-HRTimeline
SIGNATUREFD, LLC11,936$3.94M0.07%+24513F-HRTimeline
Applied Capital LLC/FL11,928$3.93M3.16%-43813F-HRTimeline
Farther Finance Advisors, LLC11,843$3.91M0.1%+3,48113F-HRTimeline
Teamwork Financial Advisors, LLC11,823$3.9M0.54%-2,04513F-HRTimeline
Azimuth Capital Investment Management L…11,810$3.89M0.16%-51513F-HRTimeline
Argyle Capital Management, LLC11,769$3.88M1.44%+21013F-HRTimeline
North Star Investment Management Corp.11,766$3.88M0.28%-54713F-HRTimeline
Regency Capital Management Inc.\DE11,757$3.88M2.32%+10113F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,739$3.87M0.14%+5,06513F-HRTimeline
J.P. Marvel Investment Advisors, LLC11,734$3.87M0.67%-61313F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…11,735$3.87M0.06%+2,80813F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC11,715$3.86M0.32%-21213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.11,703$3.86M0.41%+71313F-HRTimeline
Procyon Advisors, LLC11,636$3.84M0.23%+16713F-HRTimeline
IHT Wealth Management, LLC11,636$3.84M0.12%+1,69913F-HRTimeline
PLIMOTH TRUST CO LLC11,574$3.82M0.99%-93413F-HRTimeline
Hudson Capital Management LLC11,547$3.81M1.16%+65213F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…11,540$3.81M0.05%-79613F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/11,491$3.79M0.5%013F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC11,401$3.76M0.17%-14313F-HRTimeline
JACKSON SQUARE CAPITAL, LLC11,361$3.75M1.22%-5,52813F-HRTimeline
Members Trust Co11,340$3.74M0.13%-5313F-HRTimeline
GAMMA Investing LLC11,311$3.73M0.28%+2,74513F-HR/ATimeline
MWA Asset Management11,265$3.72M2.58%+22213F-HRTimeline
Pure Financial Advisors, LLC11,187$3.69M0.08%+48813F-HRTimeline
Providence Wealth Advisors, LLC11,178$3.68M2.79%-11113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,150$3.68M0.28%+3913F-HRTimeline
Whitener Capital Management, Inc.11,103$3.66M1.04%-25113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,090$3.66M0.74%-30013F-HRTimeline
Kingsview Wealth Management, LLC11,073$3.65M0.07%-8613F-HRTimeline
CPA Asset Management Group, LLC11,009$3.63M1.6%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,943$3.61M0.05%-12813F-HRTimeline
Stokes Capital Advisors, LLC10,933$3.61M0.92%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,919$3.6M0.29%-70113F-HRTimeline
Focus Financial Network, Inc.10,863$3.58M0.15%-6813F-HRTimeline
Slow Capital, Inc.10,834$3.57M0.48%+14213F-HRTimeline
SMITH, MOORE & CO.10,830$3.57M0.33%-45413F-HRTimeline
Asset Management Group, Inc.10,806$3.56M0.66%+3513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC10,782$3.56M1.28%+20813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,729$3.54M1.13%013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,716$3.53M0.26%+58413F-HRTimeline
OLD NATIONAL BANCORP /IN/10,678$3.52M0.09%-1,40413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,659$3.52M0.33%+9013F-HRTimelineGroup
Lifeworks Advisors, LLC10,625$3.5M0.58%+1,24513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,612$3.5M0.09%+2,59313F-HRTimeline
Mystic Asset Management, Inc.10,605$3.5M0.92%013F-HRTimeline
Heritage Trust Co10,599$3.5M0.42%+76313F-HRTimeline
Advisors Asset Management, Inc.10,584$3.49M0.07%-6,12413F-HR/ATimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP10,558$3.48M0.09%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,552$3.48M0.07%+44413F-HRTimelineGroup
DIVERSIFIED TRUST CO10,542$3.48M0.09%+2,91513F-HRTimeline
BLB&B Advisors, LLC10,521$3.47M0.18%+1513F-HRTimeline
PEAK6 LLCin group PEAK6 LLC10,520$3.47M0.14%+10,51813F-HRTimelineGroup
Zhang Financial LLC10,485$3.46M0.18%+1,32713F-HRTimeline
DT Investment Partners, LLC10,448$3.45M0.33%-2,02613F-HRTimeline
Verdence Capital Advisors LLC10,415$3.43M0.26%-18813F-HRTimeline
NorthRock Partners, LLC10,348$3.41M0.11%+27713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,342$3.41M0.81%-45013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,257$3.38M0.32%+40813F-HRTimeline
Argent Trust Co10,246$3.38M0.14%-54213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC10,246$3.38M1.4%+62613F-HRTimeline
Parallel Advisors, LLC10,230$3.37M0.08%+13413F-HRTimeline
Modern Wealth Management, LLC10,217$3.37M0.11%+31013F-HR/ATimeline
VestGen Advisors, LLC10,214$3.37M0.15%13F-HRTimeline