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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers
3,102
13F filers
3,151
New
266
Added
1,149
Reduced
1,200
Sold out
121
Shares held by filers
333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FLPUTNAM INVESTMENT MANAGEMENT CO16,581$7.91M0.12%+32813F-HRTimeline
Ipswich Investment Management Co., Inc.16,581$7.91M1.85%-45113F-HRTimeline
ROMANO BROTHERS AND COMPANY16,433$7.84M0.9%-58313F-HRTimeline
WEDBUSH SECURITIES INC16,426$7.84M0.26%-1,61713F-HRTimeline
Caprock Group, LLC18,638$7.81M0.19%13F-HRTimeline
Roundview Capital LLC16,297$7.78M0.49%-17413F-HRTimeline
CASTLEARK MANAGEMENT LLC16,230$7.74M0.22%new13F-HRTimeline
GROUPAMA ASSET MANAGMENT16,185$7.72M0.11%-2,16813F-HRTimeline
Family Legacy, Inc.16,152$7.71M2.36%-55813F-HRTimeline
Gouws Capital LLC16,149$7.71M4.24%+21413F-HRTimeline
Siemens Fonds Invest GmbH16,099$7.68M0.42%-60413F-HRTimeline
Sandhill Capital Partners LLC16,098$7.68M0.54%+1213F-HRTimeline
MONTAG A & ASSOCIATES INC16,047$7.66M0.35%+49513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,028$7.65M0.38%-18013F-HRTimeline
Ascent Wealth Partners, LLC16,011$7.64M0.89%-11213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC15,919$7.6M0.44%013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding15,916$7.59M+26Timeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.15,699$7.49M0.27%+55413F-HRTimelineGroup
IFP Advisors, Inc15,651$7.47M0.19%-11113F-HR/ATimeline
COUNTRY CLUB BANK15,774$7.44M0.44%-1,35613F-HRTimeline
HOLDERNESS INVESTMENTS CO15,558$7.42M1.52%-12513F-HRTimeline
Columbia Asset Management15,461$7.38M1.38%-20213F-HRTimeline
Vinva Investment Management Ltd15,572$7.34M0.14%-18,21313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,349$7.32M0.04%+1,64513F-HRTimelineGroup
FAS Wealth Partners, Inc.15,294$7.3M0.49%+40813F-HRTimeline
Smith Salley Wealth Management15,263$7.28M0.37%+2,20413F-HRTimeline
Callan Family Office, LLC15,220$7.26M0.23%-2,11513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,191$7.25M0.17%-11313F-HRTimeline
Hodges Capital Management Inc.15,163$7.23M0.62%+53113F-HRTimeline
GREAT LAKES ADVISORS, LLC15,122$7.22M0.06%-26,19913F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP14,974$7.2M0.63%-4,50113F-HR/ATimeline
Community Bank, N.A.15,076$7.19M0.87%-43513F-HRTimeline
TCI Wealth Advisors, Inc.15,051$7.18M0.43%+1013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,046$7.18M0.3%+14913F-HRTimeline
RBF Capital, LLC15,000$7.16M0.33%013F-HRTimeline
Alight Capital Management LP15,000$7.16M1.71%-20,50013F-HRTimeline
DKRT Investments Corp.15,000$7.16M1.72%013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co15,000$7.16M1.76%013F-HRTimeline
GREENLEAF TRUST14,916$7.12M0.06%-71813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,799$7.06M0.06%+49713F-HRTimeline
SevenBridge Financial Group, LLC12,321$7.06M1.16%+1,84013F-HRTimeline
Palmer Knight Co14,787$7.06M3.34%-37113F-HRTimeline
Monument Capital Management14,741$7.03M1.76%-46413F-HRTimeline
First Business Financial Services, Inc.14,667$7M0.64%013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS17,876$6.94M0.36%013F-HRTimeline
Robbins Farley14,522$6.93M2.88%-41113F-HRTimeline
Reliant Investment Management, LLC14,490$6.91M2.62%-20013F-HRTimeline
Mercuria Capital Strategies, LLC14,490$6.91M9.11%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.14,489$6.91M0.26%+1,16813F-HRTimelineGroup
Eukles Asset Management14,391$6.87M2.67%-13913F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC14,363$6.85M2.41%-1013F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,356$6.85M0.14%+4113F-HRTimeline
Plato Investment Management Ltd14,447$6.84M0.46%+67913F-HRTimeline
Wilmington Savings Fund Society, FSB14,295$6.82M0.16%-5,80413F-HR/ATimeline
Deane Retirement Strategies, Inc.14,269$6.8M2.93%-22913F-HRTimeline
Malaga Cove Capital, LLC14,258$6.8M2.47%-5613F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…14,395$6.8M0.09%+5,41313F-HRTimelineGroup
EASTERN BANK14,144$6.75M0.12%-16513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,139$6.75M0.95%-2,35913F-HRTimeline
FRG Family Wealth Advisors LLC14,024$6.69M1.08%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT13,960$6.66M0.13%+1,00113F-HRTimeline
Pflug Koory, LLC13,923$6.64M3.15%+6813F-HRTimeline
JPL Wealth Management, LLC13,893$6.63M1.57%-33213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13,889$6.63M0.22%+10,77413F-HRTimeline
Seascape Capital Management13,833$6.6M1.89%+6013F-HRTimeline
Private Wealth Asset Management, LLC13,826$6.6M0.78%-18713F-HRTimeline
Geneos Wealth Management Inc.13,689$6.53M0.17%-1,40713F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding13,551$6.47M+916Timeline
Vestcor Inc13,549$6.46M0.19%-4,43313F-HRTimeline
Asset Dedication, LLC13,544$6.46M0.43%-26413F-HRTimeline
Nicholas Hoffman & Company, LLC.13,537$6.46M0.16%+18813F-HRTimeline
Generali Investments CEE, investicni sp…13,531$6.46M0.49%-2,76913F-HRTimeline
B & T Capital Management DBA Alpha Capi…13,513$6.45M1.02%-13713F-HRTimeline
Mathes Company, Inc.13,397$6.39M2.29%-10013F-HRTimeline
Resolute Wealth Strategies, LLC13,342$6.37M2.91%-15713F-HRTimeline
JERICHO FINANCIAL, LLP13,311$6.35M3.86%+2413F-HRTimeline
FourThought Financial Partners, LLC13,291$6.34M0.56%+8413F-HRTimeline
Traynor Capital Management, Inc.13,277$6.34M0.36%+78213F-HRTimeline
LBP AM SA13,271$6.33M0.08%+9,43613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/13,254$6.32M0.63%+61313F-HRTimeline
Cyndeo Wealth Partners, LLC13,252$6.32M0.35%+8,93113F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,243$6.32M0.21%+4013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV13,134$6.27M1.79%+33313F-HRTimeline
Anchor Investment Management, LLC13,133$6.27M0.52%-5313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,888$6.15M0.21%+2,15813F-HRTimelineGroup
Hayek Kallen Investment Management12,825$6.12M1.93%-11513F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,790$6.1M0.29%+1,76313F-HRTimeline
Verdence Capital Advisors LLC11,559$6.09M0.35%+1,64713F-HRTimeline
Viewpoint Capital Management LLC12,765$6.09M2.68%013F-HRTimeline
Occidental Asset Management, LLC12,752$6.08M0.76%+16013F-HRTimeline
Blue Edge Capital, LLC12,744$6.08M0.86%-72413F-HRTimeline
WEBSTER BANK, N. A.12,718$6.07M0.58%-23913F-HRTimeline
Summit Financial, LLC12,714$6.07M0.09%+46813F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,680$6.05M0.16%+14713F-HRTimeline
Faithward Advisors, LLC12,653$6.04M0.9%-36013F-HRTimeline
MUFG SECURITIES AMERICAS INC.12,633$6.03M0.39%+2,21013F-HRTimeline
NorthRock Partners, LLC12,540$5.98M0.11%+2,49913F-HRTimeline
Barbara Oil Co.12,500$5.96M2.22%013F-HRTimeline
Modus Advisors, LLC12,470$5.95M1.62%+22913F-HRTimeline
Capital Investment Counsel, Inc12,466$5.95M0.72%-1,00813F-HRTimeline
Providence Wealth Advisors, LLC11,296$5.92M3.74%-6713F-HRTimeline
BURNEY CO/12,410$5.92M0.19%-27213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.12,382$5.91M0.39%-12713F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.12,400$5.9M1.35%new13F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC12,297$5.87M0.5%-5513F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC12,285$5.86M1.48%+1,00513F-HRTimeline
Hudson Capital Management LLC12,285$5.86M1.56%+25313F-HRTimeline
Lifeworks Advisors, LLC12,249$5.84M0.78%+70113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC12,236$5.84M0.03%-1,99513F-HRTimelineGroup
Truvestments Capital LLC12,218$5.83M1.05%-1,28913F-HRTimeline
Mission Creek Capital Partners, Inc.12,215$5.83M1.15%+713F-HRTimeline
Gilliland Jeter Wealth Management LLC12,200$5.82M1.8%-61913F-HRTimeline
Jacobi Capital Management LLC12,107$5.78M0.35%-44713F-HRTimeline
WRIGHT INVESTORS SERVICE INC12,083$5.77M1.67%-1,90213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Robertson Stephens Wealth Management, L…12,069$5.76M0.17%-2,84113F-HRTimeline
Ledyard National Bank12,066$5.76M0.52%-42613F-HRTimeline
SAPIENT CAPITAL LLC12,173$5.74M0.09%-213F-HRTimeline
New Hampshire Trust11,954$5.7M1.1%-1513F-HRTimeline
Sowell Financial Services LLC11,951$5.7M0.22%+9413F-HRTimeline
Global Wealth Management Investment Adv…11,924$5.69M0.95%-53013F-HRTimeline
TRUST CO OF VERMONT11,918$5.69M0.25%-7513F-HRTimeline
Applied Capital LLC/FL11,863$5.66M4.05%-4213F-HRTimeline
SIGNATUREFD, LLC11,835$5.65M0.09%+15913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,835$5.65M0.04%+73613F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…11,795$5.63M0.14%13F-HRTimeline
MWA Asset Management11,762$5.61M3.1%+5413F-HRTimeline
GAMMA Investing LLC11,763$5.61M0.31%+1,04913F-HRTimeline
EDGAR LOMAX CO/VA11,750$5.61M0.44%-3,43013F-HRTimeline
J.P. Marvel Investment Advisors, LLC11,744$5.6M0.81%+8613F-HRTimeline
Heritage Trust Co11,701$5.58M0.59%-28713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,697$5.58M0.44%+1,45213F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC11,678$5.57M0.24%013F-HRTimeline
PLIMOTH TRUST CO LLC11,623$5.55M1.26%-25113F-HRTimeline
Laird Norton Wetherby Wealth Management…11,569$5.52M0.23%+42013F-HRTimeline
Argyle Capital Management, LLC11,524$5.5M1.9%-4513F-HRTimeline
HBK Sorce Advisory LLC10,258$5.48M0.14%+81813F-HR/ATimeline
Kingsview Wealth Management, LLC11,468$5.47M0.08%+30913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,442$5.46M0.34%+41713F-HRTimeline
Whitener Capital Management, Inc.11,417$5.45M1.3%+15713F-HRTimeline
North Star Investment Management Corp.11,382$5.43M0.35%+913F-HRTimeline
Members Trust Co11,301$5.39M0.18%-14813F-HRTimeline
SMITH, MOORE & CO.11,234$5.36M0.41%-38813F-HRTimeline
Stokes Capital Advisors, LLC11,133$5.31M1.24%+44913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC11,126$5.31M1%-1,61313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,121$5.31M0.46%+71513F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,090$5.29M1.06%013F-HRTimeline
CHILTON INVESTMENT CO INC.11,059$5.28M0.11%+10,00013F-HRTimeline
Altrius Capital Management Inc11,045$5.27M1.2%-2,76513F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC11,147$5.27M0.09%new13F-HRTimeline
GAM Holding AGin group GAM Holding AG11,040$5.27M0.33%+70613F-HRTimelineGroup
CPA Asset Management Group, LLC11,013$5.25M2.03%+413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,008$5.25M0.13%-6213F-HRTimelineGroup
Choate Investment Advisors10,996$5.25M0.11%+66713F-HRTimeline
FIRST MERCHANTS CORP10,990$5.24M0.2%-95813F-HRTimeline
M&G PLCin group M&G PLC10,960$5.23M0.03%-15,65313F-HRTimelineGroup
Slow Capital, Inc.10,889$5.2M0.61%+6713F-HRTimeline
World Investment Advisors10,868$5.19M0.11%+52413F-HRTimeline
Nordwand Advisors, LLC10,850$5.18M0.82%+5013F-HRTimeline
Asset Management Group, Inc.10,842$5.17M0.85%+3213F-HRTimeline
Gallo Partners, LP10,826$5.17M3.88%new13F-HRTimeline
Argent Trust Co10,777$5.14M0.18%-90013F-HRTimeline
Hixon Zuercher, LLC10,776$5.14M1.56%-10,63113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,788$5.13M0.83%+913F-HRTimeline
BANK OF HAWAII10,745$5.13M0.26%-36413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,742$5.13M1.53%-2013F-HRTimeline
Perigon Wealth Management, LLC10,621$5.07M0.1%-6,01413F-HRTimeline
Zhang Financial LLC10,576$5.05M0.21%+28413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,539$5.03M0.34%-40313F-HRTimeline
Mystic Asset Management, Inc.10,538$5.03M1.14%-7213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,531$5.02M0.48%-93913F-HRTimeline
Focus Financial Network, Inc.10,508$5.01M0.18%+15513F-HRTimeline
LOWE BROCKENBROUGH & CO INC10,452$4.99M0.26%+39213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,434$4.98M0.14%-2,27513F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC10,412$4.97M0.34%-8813F-HRTimeline
Capital Asset Advisory Services LLC10,387$4.96M0.21%+51613F-HRTimeline
Azimuth Capital Investment Management L…10,365$4.95M0.18%-20513F-HRTimeline
OLD NATIONAL BANCORP /IN/10,362$4.94M0.08%-22013F-HRTimeline
DMKC Advisory Services, LLC10,352$4.94M2.51%-42213F-HRTimeline
Modern Wealth Management, LLC10,308$4.92M0.1%+8313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,297$4.91M0.1%-18213F-HRTimeline
BLB&B Advisors, LLC10,264$4.9M0.21%-18513F-HRTimeline
LMG Wealth Partners, LLC10,226$4.88M0.91%-5713F-HRTimeline
RB Capital Management, LLC10,223$4.88M1.02%+26213F-HRTimeline
Procyon Advisors, LLC10,213$4.87M0.29%-84813F-HRTimeline
Snowden Capital Advisors LLC10,202$4.87M0.13%-1,61613F-HRTimeline
Onex Canada Asset Management Inc.10,195$4.86M0.61%-10313F-HRTimeline
Pinnacle Financial Partners Inc10,184$4.86M0.12%-5,84213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,172$4.85M0.99%-30013F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,166$4.85M1.64%-5413F-HRTimeline
Finer Wealth Management, Inc.10,162$4.85M2.42%+12113F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…10,158$4.84M0.05%-1,00213F-HRTimelineGroup
Kinloch Capital, LLC10,058$4.8M2.1%-5413F-HRTimeline
McKinley Carter Wealth Services, Inc.10,055$4.8M0.25%-25213F-HRTimeline
Fisher Funds Management LTD10,023$4.78M0.13%013F-HRTimeline
Alberta Investment Management Corp10,000$4.77M0.03%-9,00013F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,979$4.76M0.29%-20313F-HRTimeline
Arax Advisory Partners9,960$4.76M0.07%+8,81013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,967$4.76M1.37%-15713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,902$4.72M0.37%-38813F-HRTimeline
First Dallas Securities Inc.9,890$4.72M1.77%-4913F-HRTimeline