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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
STOCK YARDS BANK & TRUST CO16,769$9.61M0.29%-89413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding16,652$9.54M+736Timeline
Moors & Cabot, Inc.16,618$9.52M0.41%-17413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding16,606$9.51M-244Timeline
Bridgelight Financial Advisors, Inc.16,516$9.46M8.06%13F-HRTimeline
Atria Investments, Inc16,489$9.45M0.11%-2,44613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.16,477$9.44M0.61%-20313F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding16,474$9.44M+2,923Timeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.16,443$9.42M0.32%+74413F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd16,400$9.4M0.14%+11,07013F-HRTimelineGroup
Ipswich Investment Management Co., Inc.16,321$9.35M2.17%-26013F-HRTimeline
Aquatic Capital Management LLC16,291$9.33M0.27%new13F-HRTimeline
Gouws Capital LLC16,270$9.32M4.93%+12113F-HRTimeline
Geneos Wealth Management Inc.16,261$9.32M0.23%+2,57213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,072$9.21M0.21%+88113F-HRTimeline
Siemens Fonds Invest GmbH15,934$9.2M0.49%-16513F-HRTimeline
Brooklyn Investment Group15,901$9.2M0.42%+7,32413F-HRTimeline
EQUITABLE TRUST CO16,052$9.2M0.41%-56113F-HRTimeline
Sandhill Capital Partners LLC15,962$9.14M0.65%-13613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,952$9.14M0.82%-2,99513F-HRTimelineGroup
FAS Wealth Partners, Inc.15,900$9.11M0.59%+60613F-HRTimeline
North Dakota State Investment Board15,875$9.09M0.34%13F-HRTimeline
Smith Salley Wealth Management15,868$9.09M0.45%+60513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC15,809$9.06M0.52%-11013F-HRTimeline
NEVILLE RODIE & SHAW INC15,737$9.02M0.64%-85713F-HRTimeline
Family Legacy, Inc.15,676$8.98M2.69%-47613F-HRTimeline
FOSTER & MOTLEY INC15,527$8.89M0.47%-2,19513F-HRTimeline
Ascent Wealth Partners, LLC15,519$8.89M1.02%-49213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT15,506$8.88M0.16%+1,54613F-HRTimeline
MONTAG A & ASSOCIATES INC15,475$8.87M0.4%-57213F-HRTimeline
Assenagon Asset Management S.A.15,470$8.86M0.01%-404,96513F-HRTimeline
HOLDERNESS INVESTMENTS CO15,447$8.85M1.8%-11113F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,414$8.83M0.23%+2,73413F-HRTimeline
ADVOCATE GROUP LLC15,409$8.83M1.43%-1,84813F-HRTimeline
SageGuard Financial Group, LLC15,350$8.79M1.4%13F-HRTimeline
Community Bank, N.A.15,301$8.77M1.04%+22513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA15,179$8.76M0.26%new13F-HRTimelineGroup
GREENLEAF TRUST15,286$8.76M0.08%+37013F-HRTimeline
Wilmington Savings Fund Society, FSB15,282$8.75M0.21%+98713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC15,234$8.73M0.98%-7,06313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,116$8.66M0.36%+7013F-HRTimeline
Columbia Asset Management15,083$8.64M1.54%-37813F-HRTimeline
TCI Wealth Advisors, Inc.15,057$8.63M0.48%+613F-HRTimeline
RBF Capital, LLC15,000$8.59M0.39%013F-HR/ATimeline
DKRT Investments Corp.15,000$8.59M2.43%013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co15,000$8.59M2.32%013F-HRTimeline
GREAT LAKES ADVISORS, LLC14,940$8.56M0.07%-18213F-HRTimeline
EASTERN BANK14,849$8.51M0.15%+70513F-HRTimeline
Reliant Investment Management, LLC14,435$8.27M3.35%-5513F-HRTimeline
Monument Capital Management14,418$8.26M2.05%-32313F-HRTimeline
Hilton Capital Management, LLC14,333$8.21M0.62%+12,67013F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC14,327$8.21M2.95%-3613F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…14,211$8.2M0.11%-18413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,308$8.2M0.04%-1,04113F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY14,303$8.19M0.93%-2,13013F-HRTimeline
Eukles Asset Management14,223$8.15M3.17%-16813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,165$8.11M0.07%-63413F-HRTimeline
Longbow Finance SA14,153$8.11M1.37%-14,04013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC14,108$8.08M2.45%+5,15213F-HRTimeline
SevenBridge Financial Group, LLC12,702$8.08M1.3%+38113F-HRTimeline
FRG Family Wealth Advisors LLC14,096$8.08M1.25%+7213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,986$8.01M0.3%-50313F-HRTimelineGroup
Asset Dedication, LLC13,983$8.01M0.53%+43913F-HRTimeline
CASTLEARK MANAGEMENT LLC13,920$7.97M0.23%-2,31013F-HRTimeline
GAM Holding AGin group GAM Holding AG13,910$7.97M0.51%+2,87013F-HRTimelineGroup
Malaga Cove Capital, LLC13,890$7.96M2.75%-36813F-HRTimeline
Baader Bank Aktiengesellschaft13,915$7.95M0.66%-5,02213F-HRTimeline
Plato Investment Management Ltd13,799$7.94M0.52%-64813F-HRTimeline
Pflug Koory, LLC13,849$7.93M3.7%-7413F-HRTimeline
PATTON FUND MANAGEMENT, INC.13,756$7.88M1.06%+13,03813F-HRTimeline
Traynor Capital Management, Inc.13,707$7.85M0.43%+43013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC13,682$7.84M0.57%+1,98513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd13,658$7.83M0.37%+6,06613F-HRTimelineGroup
Private Wealth Asset Management, LLC13,656$7.82M0.85%-17013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13,602$7.79M0.27%-28713F-HRTimeline
OpenArc Corporate Advisory, LLC13,585$7.78M0.13%13F-HRTimeline
New Age Alpha Advisors, LLC13,550$7.76M0.34%-5,05313F-HRTimeline
Nicholas Hoffman & Company, LLC.13,485$7.73M0.18%-5213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/13,462$7.71M0.76%+20813F-HRTimeline
Financial & Tax Architects, LLC13,438$7.7M1.73%-4,83313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,593$7.69M1.1%+80513F-HRTimeline
Mathes Company, Inc.13,414$7.68M2.74%+1713F-HRTimeline
WCG Wealth Advisors LLC13,380$7.67M0.21%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,361$7.65M0.23%+11813F-HRTimeline
Hodges Capital Management Inc.13,334$7.64M0.66%-1,82913F-HRTimeline
Cyndeo Wealth Partners, LLC13,311$7.63M0.41%+5913F-HRTimeline
FourThought Financial Partners, LLC13,253$7.59M0.64%-3813F-HRTimeline
Zimmer Partners, LP13,200$7.56M0.2%new13F-HRTimeline
Titan Investment Solutions Ltdgroup of 2 filers holding13,164$7.54MnewTimeline
Blue Edge Capital, LLC13,116$7.51M1.01%+37213F-HRTimeline
VestGen Advisors, LLC13,066$7.49M0.32%-4,85213F-HRTimeline
Tribune Investment Group LP13,000$7.45M4.53%-5,00013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,997$7.45M1.01%-1,14213F-HRTimeline
Integrated Wealth Concepts LLC12,996$7.44M0.09%-8,00913F-HRTimeline
SIGNATUREFD, LLC12,980$7.44M0.11%+1,14513F-HRTimeline
Summit Financial, LLC12,934$7.41M0.11%+22013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding12,927$7.41M-7,841Timeline
Larson Financial Group LLC12,915$7.4M0.25%+5,47613F-HRTimeline
JPL Wealth Management, LLC12,914$7.4M1.8%-97913F-HRTimeline
GAMMA Investing LLC12,914$7.4M0.37%+1,15113F-HRTimeline
Occidental Asset Management, LLC12,881$7.38M0.89%+12913F-HRTimeline
HBK Sorce Advisory LLC10,140$7.36M0.17%-11813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV12,835$7.35M2.02%-29913F-HRTimeline
Resolute Wealth Strategies, LLC12,823$7.35M3.22%-51913F-HRTimeline
Viewpoint Capital Management LLC12,806$7.34M3.18%+4113F-HRTimeline
Seascape Capital Management12,804$7.33M2.09%-1,02913F-HRTimeline
BURNEY CO/12,785$7.32M0.23%+37513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC12,725$7.29M0.28%-9,90113F-HRTimeline
B & T Capital Management DBA Alpha Capi…12,702$7.28M1.03%-81113F-HRTimeline
L & S Advisors Inc12,653$7.25M0.67%new13F-HRTimeline
Faithward Advisors, LLC12,633$7.24M1.06%-2013F-HRTimeline
Palmer Knight Co12,625$7.23M3.8%-2,16213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC12,577$7.2M1.85%+29213F-HRTimeline
Barbara Oil Co.12,500$7.16M2.66%013F-HRTimeline
SAPIENT CAPITAL LLC12,387$7.15M0.1%+21413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,472$7.14M0.01%-100,75313F-HRTimelineGroup
WEBSTER BANK, N. A.12,454$7.13M0.67%-26413F-HRTimeline
Meiji Yasuda America Inc12,447$7.13M1.64%13F-HRTimeline
Anchor Investment Management, LLC12,435$7.12M0.58%-69813F-HRTimeline
Triangle Securities Wealth Management13,600$7.12M1.5%+6,62313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aaron Wealth Advisors LLC12,320$7.06M0.39%+4,68013F-HRTimeline
Parallel Advisors, LLC12,292$7.04M0.13%+2,70613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC12,274$7.03M0.04%+3813F-HRTimelineGroup
GROUPAMA ASSET MANAGMENT12,237$7.01M0.1%-3,94813F-HRTimeline
Mission Creek Capital Partners, Inc.12,236$7.01M1.42%+2113F-HRTimeline
Gilliland Jeter Wealth Management LLC12,196$6.99M2.11%-413F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS12,190$6.98M0.16%+6,84213F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC12,047$6.95M0.11%+90013F-HRTimeline
World Investment Advisors12,115$6.94M0.11%+1,24713F-HR/ATimeline
Providence Wealth Advisors, LLC11,169$6.92M4.32%-12713F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC11,970$6.86M0.58%-32713F-HRTimelineGroup
Heritage Trust Co11,935$6.84M0.7%+23413F-HRTimeline
Capital Investment Counsel, Inc11,862$6.8M0.8%-60413F-HRTimeline
Westerkirk Capital Inc.11,832$6.78M0.66%+4,91413F-HRTimeline
Modus Advisors, LLC11,826$6.77M1.79%-64413F-HRTimeline
Jacobi Capital Management LLC11,826$6.77M0.39%-28113F-HRTimeline
Truvestments Capital LLC11,814$6.77M1.23%-40413F-HRTimeline
Hudson Capital Management LLC11,785$6.75M1.69%-50013F-HRTimeline
North Star Investment Management Corp.11,755$6.73M0.42%+37313F-HRTimeline
Robbins Farley11,747$6.73M3.05%-2,77513F-HRTimeline
J.P. Marvel Investment Advisors, LLC11,734$6.72M0.93%-1013F-HRTimeline
Jones Kertz & Associates, Inc.11,699$6.7M3.44%13F-HRTimeline
PFG Advisors11,684$6.69M0.32%-6,19413F-HRTimeline
TRUST CO OF VERMONT11,684$6.69M0.28%-23413F-HRTimeline
Ledyard National Bank11,619$6.66M0.57%-44713F-HRTimeline
Kingsview Wealth Management, LLC11,587$6.64M0.1%+11913F-HRTimeline
K.J. Harrison & Partners Inc11,565$6.63M0.88%+4,44013F-HRTimeline
New Hampshire Trust11,537$6.61M1.29%-41713F-HRTimeline
EDGAR LOMAX CO/VA11,520$6.6M0.5%-23013F-HRTimeline
Vestcor Inc11,455$6.56M0.19%-2,09413F-HRTimeline
Stokes Capital Advisors, LLC11,453$6.56M1.5%+32013F-HRTimeline
Whitener Capital Management, Inc.11,450$6.56M1.49%+3313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC11,415$6.54M0.39%13F-HRTimeline
BANK OF HAWAII11,312$6.48M0.32%+56713F-HRTimeline
MWA Asset Management11,261$6.45M3.6%-50113F-HRTimeline
Argyle Capital Management, LLC11,204$6.42M2.14%-32013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,166$6.4M0.36%-27613F-HRTimeline
JERICHO FINANCIAL, LLP11,125$6.37M3.84%-2,18613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,090$6.35M1.35%013F-HRTimeline
Global Wealth Management Investment Adv…11,060$6.34M1.02%-86413F-HRTimeline
CHILTON INVESTMENT CO INC.11,059$6.34M0.13%013F-HRTimeline
PLIMOTH TRUST CO LLC11,035$6.32M1.41%-58813F-HRTimeline
Argent Trust Co11,034$6.32M0.22%+25713F-HRTimeline
CPA Asset Management Group, LLC11,027$6.32M2.22%+1413F-HRTimeline
Perigon Wealth Management, LLC11,017$6.31M0.11%+39613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC10,984$6.29M0.02%+4,60213F-HRTimeline
Osmosis Investment Management UK Ltd10,982$6.29M0.16%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,954$6.28M0.05%-88113F-HRTimeline
Slow Capital, Inc.10,941$6.27M0.75%+5213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,892$6.24M0.03%+8,30813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,889$6.24M0.15%-11913F-HRTimelineGroup
WRIGHT INVESTORS SERVICE INC10,868$6.23M1.87%-1,21513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Management Group, Inc.10,865$6.22M1.01%+2313F-HRTimeline
DMKC Advisory Services, LLC10,831$6.2M2.72%+47913F-HRTimeline
Nordwand Advisors, LLC10,825$6.2M1.08%-2513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,766$6.17M1.78%+2413F-HRTimeline
SMITH, MOORE & CO.10,761$6.16M0.47%-47313F-HRTimeline
Lifeworks Advisors, LLC10,711$6.14M0.79%-1,53813F-HRTimeline
HARBOUR INVESTMENTS, INC.10,702$6.13M0.12%+2,67913F-HRTimeline
GTS SECURITIES LLC10,694$6.13M0.21%+8,52813F-HRTimeline
Trek Financial, LLC10,642$6.1M0.35%+6,27113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,627$6.09M0.62%-49413F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding10,061$6.09M+804Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,612$6.08M0.89%13F-HRTimeline
FIRST MERCHANTS CORP10,575$6.06M0.22%-41513F-HRTimeline
Vinva Investment Management Ltd10,465$6.04M0.08%-5,10713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,524$6.03M0.05%-17,94813F-HRTimelineGroup
Focus Financial Network, Inc.10,524$6.03M0.21%+1613F-HRTimeline
Zhang Financial LLC10,485$6.01M0.22%-9113F-HRTimeline
OLD NATIONAL BANCORP /IN/10,447$5.98M0.1%+8513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,417$5.97M0.57%-11413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC10,330$5.92M1.08%-79613F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…9,140$5.91M4.11%+5,06613F-HRTimeline
RB Capital Management, LLC10,282$5.89M1.2%+5913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,270$5.88M0.37%-26913F-HRTimeline
Azimuth Capital Investment Management L…10,240$5.87M0.21%-12513F-HRTimeline
DIVERSIFIED TRUST CO10,234$5.86M0.11%+2,40413F-HRTimeline
LOWE BROCKENBROUGH & CO INC10,210$5.85M0.29%-24213F-HRTimeline
Mystic Asset Management, Inc.10,203$5.84M1.32%-33513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,195$5.84M0.06%+32313F-HRTimelineGroup