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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bridge Creek Capital Management LLC17,743$6.89M2.02%+30713F-HRTimeline
Cordgrass Capital Advisors, LLC17,713$6.88M1.86%013F-HRTimeline
OneDigital Investment Advisors LLC17,712$6.88M0.08%-15913F-HRTimeline
NEVILLE RODIE & SHAW INC17,679$6.86M0.51%-46613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…17,641$6.85M0.63%+2,98413F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.17,559$6.82M0.11%+12,06013F-HRTimelineGroup
ADVOCATE GROUP LLC17,518$6.8M1.22%+32913F-HRTimeline
PFG Advisors17,389$6.75M0.31%+2,26213F-HRTimeline
Callan Family Office, LLC17,335$6.73M0.21%+12,76513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC17,277$6.71M0.01%-24,46613F-HRTimelineGroup
Wells Trecaso Financial Group, LLC17,109$6.64M2.05%+52313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.17,054$6.62M0.49%+85013F-HRTimeline
Ipswich Investment Management Co., Inc.17,032$6.61M1.6%-21513F-HRTimeline
ROMANO BROTHERS AND COMPANY17,016$6.61M0.82%-20813F-HRTimeline
COUNTRY CLUB BANK17,130$6.59M0.41%-11613F-HRTimeline
Family Legacy, Inc.16,710$6.49M2.11%+4113F-HRTimeline
Siemens Fonds Invest GmbH16,703$6.48M0.38%+55913F-HRTimeline
Perigon Wealth Management, LLC16,635$6.46M0.15%+91613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,498$6.4M0.96%-10313F-HRTimeline
Roundview Capital LLC16,471$6.39M0.43%-11113F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding16,381$6.39M-12,080Timeline
Compound Planning, Inc.16,373$6.36M0.24%+83813F-HRTimeline
Generali Investments CEE, investicni sp…16,300$6.33M0.52%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,253$6.31M0.11%-27013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,208$6.29M0.34%-2,06013F-HRTimeline
Global Retirement Partners, LLC16,202$6.29M0.16%13F-HRTimeline
Ascent Wealth Partners, LLC16,123$6.26M0.77%-11613F-HRTimeline
IFP Advisors, Inc15,762$6.25M0.18%+1,74413F-HRTimeline
Williams Jones Wealth Management, LLC.16,089$6.25M0.07%-22413F-HRTimeline
Sandhill Capital Partners LLC16,086$6.24M0.45%+1513F-HRTimeline
Illinois Municipal Retirement Fund16,081$6.24M0.08%+58513F-HRTimeline
Pinnacle Financial Partners Inc16,026$6.22M0.13%-1,94913F-HRTimeline
Gouws Capital LLC15,935$6.19M3.77%+94513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC15,919$6.18M0.38%013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,890$6.17M+689Timeline
Union Bancaire Privee, UBP SA18,458$6.15M0.09%-8,38613F-HRTimeline
MGO ONE SEVEN LLC15,839$6.15M0.2%+73013F-HRTimeline
HOLDERNESS INVESTMENTS CO15,683$6.09M1.31%-49413F-HRTimeline
Columbia Asset Management15,663$6.08M1.2%-31313F-HRTimeline
GREENLEAF TRUST15,634$6.07M0.05%-77713F-HRTimeline
MONTAG A & ASSOCIATES INC15,552$6.04M0.29%-91813F-HRTimeline
Community Bank, N.A.15,511$6.02M0.79%-50713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,304$5.94M0.16%+47313F-HRTimeline
Trajan Wealth LLC15,240$5.92M0.29%+3313F-HRTimeline
Monument Capital Management15,205$5.9M1.54%+12813F-HRTimeline
EDGAR LOMAX CO/VA15,180$5.89M0.37%-22013F-HRTimeline
Palmer Knight Co15,158$5.88M2.51%new13F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.15,145$5.88M0.23%+63013F-HRTimelineGroup
Geneos Wealth Management Inc.15,096$5.86M0.14%-23,93913F-HRTimeline
TCI Wealth Advisors, Inc.15,041$5.84M0.4%-4913F-HRTimeline
RBF Capital, LLC15,000$5.82M0.29%013F-HRTimeline
DKRT Investments Corp.15,000$5.82M1.41%13F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co15,000$5.82M1.24%013F-HRTimeline
Robbins Farley14,933$5.8M2.7%+26613F-HRTimeline
Robertson Stephens Wealth Management, L…14,910$5.79M0.2%-1,14313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,897$5.78M0.26%+18913F-HRTimeline
FAS Wealth Partners, Inc.14,886$5.78M0.43%+67713F-HRTimeline
Atria Wealth Solutions, Inc.14,695$5.74M0.13%-12,21613F-HRTimeline
Reliant Investment Management, LLC14,690$5.7M2.47%+86013F-HRTimeline
First Business Financial Services, Inc.14,667$5.69M0.51%013F-HRTimeline
Hodges Capital Management Inc.14,632$5.68M0.54%+1,83113F-HRTimeline
EQUITABLE TRUST CO14,575$5.66M0.28%-26713F-HRTimeline
Eukles Asset Management14,530$5.64M2.31%-1713F-HRTimeline
Deane Retirement Strategies, Inc.14,498$5.63M2.52%new13F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC14,373$5.58M2.16%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,315$5.56M0.13%+1,44013F-HRTimeline
Malaga Cove Capital, LLC14,314$5.56M2.18%-25113F-HRTimeline
EASTERN BANK14,309$5.55M0.11%-1,46713F-HRTimeline
TWINBEECH CAPITAL LP14,303$5.55M0.13%+8,81413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,302$5.55M0.05%+1,74813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC14,231$5.52M0.03%-91113F-HRTimelineGroup
JPL Wealth Management, LLC14,225$5.52M1.49%+26513F-HRTimeline
Horizon Investments, LLC14,266$5.52M0.09%+5,78813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC14,168$5.5M0.56%+13313F-HRTimeline
FRG Family Wealth Advisors LLC14,024$5.44M0.95%-30013F-HRTimeline
Private Wealth Asset Management, LLC14,013$5.44M0.72%-19013F-HRTimeline
WRIGHT INVESTORS SERVICE INC13,985$5.43M1.64%-2,04613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pflug Koory, LLC13,855$5.38M2.73%-4513F-HRTimeline
Altrius Capital Management Inc13,810$5.36M1.25%+2513F-HRTimeline
Asset Dedication, LLC13,808$5.36M0.39%+5713F-HRTimeline
Seascape Capital Management13,773$5.35M1.69%-23013F-HRTimeline
Plato Investment Management Ltd13,768$5.33M0.4%+83913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,704$5.32M0.03%+39813F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…13,650$5.3M0.91%+3413F-HRTimeline
Truvestments Capital LLC13,507$5.24M1.05%-10013F-HRTimeline
Resolute Wealth Strategies, LLC13,499$5.24M2.81%-3713F-HRTimeline
Mathes Company, Inc.13,497$5.24M1.94%-40513F-HRTimeline
Capital Investment Counsel, Inc13,474$5.23M0.7%-26213F-HRTimeline
Blue Edge Capital, LLC13,468$5.23M0.78%-45513F-HRTimeline
Richard Bernstein Advisors LLC13,368$5.19M0.13%-1,11613F-HRTimeline
Nicholas Hoffman & Company, LLC.13,349$5.18M0.13%+1,14413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,321$5.17M0.23%-86313F-HRTimelineGroup
JERICHO FINANCIAL, LLP13,287$5.16M3.4%+1113F-HRTimeline
Aster Capital Management (DIFC) Ltd13,208$5.13M1.16%new13F-HRTimeline
FourThought Financial Partners, LLC13,207$5.13M0.51%+613F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,203$5.13M0.18%+1,46413F-HRTimeline
Financial Advocates Investment Manageme…13,193$5.12M0.42%-46013F-HRTimeline
Anchor Investment Management, LLC13,186$5.12M0.45%+31413F-HRTimeline
Smith Salley Wealth Management13,059$5.07M0.29%+44213F-HRTimeline
Faithward Advisors, LLC13,013$5.05M0.78%+38713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,959$5.03M0.11%+3,37213F-HRTimeline
WEBSTER BANK, N. A.12,957$5.03M0.52%-34113F-HRTimeline
Tema ETFs LLC12,950$5.03M1.33%-7,00813F-HRTimeline
Hayek Kallen Investment Management12,940$5.02M1.71%+35113F-HRTimeline
IronBridge Private Wealth, LLC12,916$5.01M1.75%+25113F-HRTimeline
CPC Advisors, LLC12,859$4.99M0.63%-10,78513F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC12,854$4.99M0.02%+61813F-HRTimeline
Farther Finance Advisors, LLC12,842$4.99M0.1%+99913F-HRTimeline
Gilliland Jeter Wealth Management LLC12,819$4.98M1.62%+4013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV12,801$4.97M1.54%+2313F-HRTimeline
Viewpoint Capital Management LLC12,765$4.96M2.43%-74013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC12,739$4.95M0.99%-93213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,709$4.93M0.13%-3,64913F-HRTimelineGroup
BURNEY CO/12,682$4.92M0.17%-1,81713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/12,641$4.91M0.54%+1,15013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,635$4.91M+253Timeline
Occidental Asset Management, LLC12,592$4.89M0.67%-17713F-HRTimeline
Traynor Capital Management, Inc.12,495$4.88M0.35%-62813F-HRTimeline
Jacobi Capital Management LLC12,554$4.87M0.32%+13813F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,533$4.87M0.14%-17,17013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.12,509$4.86M0.35%+23813F-HRTimelineGroup
Barbara Oil Co.12,500$4.85M1.91%013F-HRTimeline
Ledyard National Bank12,492$4.85M0.46%-33013F-HRTimeline
Ellsworth Advisors, LLC12,461$4.84M1.18%+11,10413F-HRTimeline
Global Wealth Management Investment Adv…12,454$4.83M0.91%-59813F-HRTimeline
TWIN CAPITAL MANAGEMENT INC12,420$4.82M0.51%-3,21813F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC12,352$4.8M0.44%-1813F-HRTimelineGroup
Summit Financial, LLC12,246$4.75M0.11%-19,79713F-HRTimeline
Modus Advisors, LLC12,241$4.75M1.41%+16413F-HRTimeline
Mission Creek Capital Partners, Inc.12,208$4.74M1.05%-2,15313F-HRTimeline
SAPIENT CAPITAL LLC12,175$4.73M0.08%-3213F-HRTimeline
Providence Wealth Advisors, LLC11,363$4.72M3.24%+18513F-HRTimeline
Hudson Capital Management LLC12,032$4.67M1.33%+48513F-HRTimeline
TRUST CO OF VERMONT11,993$4.66M0.22%+4013F-HRTimeline
Heritage Trust Co11,988$4.65M0.54%+1,38913F-HRTimeline
New Hampshire Trust11,969$4.65M0.97%+713F-HRTimeline
IHT Wealth Management, LLC11,960$4.64M0.13%+32413F-HRTimeline
FIRST MERCHANTS CORP11,948$4.64M0.18%-2,32013F-HRTimeline
Applied Capital LLC/FL11,905$4.62M3.44%-2313F-HRTimeline
PLIMOTH TRUST CO LLC11,874$4.61M1.11%+30013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC11,872$4.61M1.8%-55013F-HRTimeline
Sowell Financial Services LLC11,857$4.6M0.19%-3,09213F-HRTimeline
Bell Asset Management Ltd11,831$4.59M1.01%-3,15013F-HRTimeline
Snowden Capital Advisors LLC11,818$4.59M0.14%-1,90013F-HRTimeline
Edgestream Partners, L.P.11,730$4.55M0.13%-6,86613F-HRTimeline
MWA Asset Management11,708$4.55M2.78%+44313F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC11,678$4.53M0.2%+27713F-HRTimeline
Argent Trust Co11,677$4.53M0.17%+1,43113F-HRTimeline
SIGNATUREFD, LLC11,676$4.53M0.08%-26013F-HRTimeline
J.P. Marvel Investment Advisors, LLC11,658$4.53M0.73%-7613F-HRTimeline
SMITH, MOORE & CO.11,622$4.51M0.38%+79213F-HRTimeline
DMKC Advisory Services, LLC10,774$4.5M2.36%+3,96013F-HRTimeline
Argyle Capital Management, LLC11,569$4.49M1.63%-20013F-HRTimeline
Lifeworks Advisors, LLC11,548$4.48M0.67%+92313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.11,470$4.45M0.46%-23313F-HRTimeline
Members Trust Co11,449$4.44M0.15%+10913F-HRTimeline
Canada Post Corp Registered Pension Plan11,431$4.44M0.26%new13F-HRTimeline
United Capital Management of KS, Inc.11,385$4.42M0.69%-2,06513F-HRTimeline
North Star Investment Management Corp.11,373$4.42M0.31%-39313F-HRTimeline
SteelPeak Wealth, LLC11,354$4.41M0.17%-2,65013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC11,353$4.41M1.59%+1,10713F-HRTimeline
JACKSON SQUARE CAPITAL, LLC11,297$4.39M0.97%-6413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC10,245$4.38M0.4%+27513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC11,280$4.38M1.3%+49813F-HRTimeline
VestGen Advisors, LLC10,928$4.37M0.17%+71413F-HRTimeline
Whitener Capital Management, Inc.11,260$4.37M1.16%+15713F-HRTimeline
Wealthspire Advisors, LLC11,246$4.37M0.02%+6,04613F-HRTimeline
Kingsview Wealth Management, LLC11,159$4.33M0.07%+8613F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…11,160$4.33M0.04%-38013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…11,149$4.33M0.19%13F-HRTimeline
SevenBridge Financial Group, LLC10,481$4.33M0.76%+1,52713F-HRTimeline
BANK OF HAWAII11,109$4.31M0.23%-2,85813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,099$4.31M0.05%+15613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,090$4.31M0.9%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,070$4.3M0.11%+1,87813F-HRTimelineGroup
Procyon Advisors, LLC11,061$4.29M0.41%-57513F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,027$4.28M0.23%-9,15413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,025$4.28M0.29%-12513F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.11,023$4.28M2.5%+2,14513F-HRTimeline
SHELL ASSET MANAGEMENT CO11,014$4.28M0.15%+2,81913F-HRTimeline
CPA Asset Management Group, LLC11,009$4.27M1.8%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,942$4.25M0.31%+2313F-HRTimeline
Slow Capital, Inc.10,822$4.2M0.51%-1213F-HRTimeline
Asset Management Group, Inc.10,810$4.2M0.73%+413F-HRTimeline
Nordwand Advisors, LLC10,800$4.19M0.67%+10,38013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,762$4.18M1.31%+3313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,730$4.17M0.15%-4,18613F-HRTimelineGroup
GAMMA Investing LLC10,714$4.16M0.26%-59713F-HRTimeline
PROFUND ADVISORS LLC10,692$4.15M0.15%+1,29713F-HRTimeline
Stokes Capital Advisors, LLC10,684$4.15M1.02%-24913F-HRTimeline
Mystic Asset Management, Inc.10,610$4.12M1%+513F-HRTimeline
OLD NATIONAL BANCORP /IN/10,582$4.11M0.07%-9613F-HRTimeline
Azimuth Capital Investment Management L…10,570$4.1M0.15%-1,24013F-HRTimeline
Leonteq Securities AG10,551$4.1M0.24%+2,82413F-HRTimeline
Sound View Wealth Advisors Group, LLC10,500$4.08M0.3%-1,21513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,479$4.07M0.09%-13313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,472$4.07M0.88%+13013F-HRTimeline
BLB&B Advisors, LLC10,449$4.06M0.19%-7213F-HRTimeline
MUFG SECURITIES AMERICAS INC.10,423$4.05M0.35%+1,96313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,406$4.04M0.37%-25313F-HRTimelineGroup