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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OneAscent Financial Services LLCgroup of 4 filers holding16,466$11.7M+11,291Timeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding16,445$11.7M-207Timeline
ANDERSON HOAGLAND & CO16,404$11.6M1%-2,78313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,287$11.5M0.2%+78113F-HRTimeline
Bridgelight Financial Advisors, Inc.16,242$11.5M9.75%-27413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.16,237$11.5M0.74%-24013F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,237$11.5M0.2%-56213F-HRTimeline
Covington Investment Advisors Inc.16,195$11.5M1.69%-1,47713F-HRTimeline
ExodusPoint Capital Management, LP16,154$11.4M0.11%-9,30613F-HRTimeline
CONNORS INVESTOR SERVICES INC16,151$11.4M1.06%-9,30713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…16,135$11.4M0.08%+16,09413F-HRTimelineGroup
Geneos Wealth Management Inc.16,134$11.4M0.27%-12713F-HRTimeline
Cordgrass Capital Advisors, LLC16,063$11.4M2.66%-1,58613F-HRTimeline
GREENLEAF TRUST15,961$11.3M0.11%+67513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,957$11.3M0.25%-11513F-HR/ATimeline
Gouws Capital LLC15,942$11.3M5.98%-32813F-HRTimeline
Ascent Wealth Partners, LLC15,931$11.3M1.31%+41213F-HRTimeline
EQUITABLE TRUST CO15,856$11.2M0.52%-19613F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT15,803$11.2M0.12%new13F-HRTimeline
Ipswich Investment Management Co., Inc.15,769$11.2M2.62%-55213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…15,752$11.2M0.43%-7,70013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,738$11.1M0.37%-2,97613F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC15,629$11.1M0.64%-18013F-HRTimeline
HOLDERNESS INVESTMENTS CO15,557$11M2.21%+11013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC15,441$10.9M0.02%+2,96913F-HRTimelineGroup
Gerald Baker Financial Group LLC15,428$10.9M3.46%13F-HR/ATimeline
Siemens Fonds Invest GmbH15,425$10.9M0.63%-50913F-HRTimeline
Assenagon Asset Management S.A.15,377$10.9M0.02%-9313F-HRTimeline
Wilmington Savings Fund Society, FSB15,340$10.9M0.26%+5813F-HRTimeline
NEVILLE RODIE & SHAW INC15,312$10.8M0.79%-42513F-HRTimeline
SageGuard Financial Group, LLC15,307$10.8M1.68%-4313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,236$10.8M0.44%+12013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…15,203$10.8M0.96%13F-HRTimelineGroup
Community Bank, N.A.15,180$10.8M1.28%-12113F-HRTimeline
BAILARD, INC.15,167$10.7M0.25%-4,48813F-HRTimeline
JACKSON SQUARE CAPITAL, LLC15,061$10.7M2.24%+5,62913F-HRTimeline
Columbia Asset Management15,058$10.7M2.03%-2513F-HRTimeline
Albar Capital Partners LLP15,054$10.7M1.73%-36,98013F-HRTimeline
RBF Capital, LLC15,000$10.6M0.52%013F-HR/ATimeline
DKRT Investments Corp.15,000$10.6M2.69%013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co15,000$10.6M3.23%013F-HRTimeline
TCI Wealth Advisors, Inc.14,956$10.6M0.56%-10113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,950$10.6M0.75%+1,26813F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding14,915$10.6M+1,988Timeline
INTEGRITY ALLIANCE, LLC.14,875$10.5M0.4%-2,17913F-HRTimeline
Larson Financial Group LLC14,801$10.5M0.34%+1,88613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,685$10.4M1.17%-54913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,669$10.4M0.56%-9,59613F-HRTimelineGroup
Hilton Capital Management, LLC14,663$10.4M0.78%+33013F-HRTimeline
L & S Advisors Inc14,617$10.4M1.3%+1,96413F-HRTimeline
GREAT LAKES ADVISORS, LLC14,550$10.3M0.09%-39013F-HRTimeline
ADVOCATE GROUP LLC14,526$10.3M1.61%-88313F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC14,513$10.3M0.63%+8,22213F-HRTimeline
Laurion Capital Management LP14,499$10.3M0.96%new13F-HRTimeline
FOSTER & MOTLEY INC14,481$10.3M0.53%-1,04613F-HRTimeline
Vestcor Inc14,462$10.2M0.28%+3,00713F-HRTimeline
Family Legacy, Inc.14,422$10.2M3.07%-1,25413F-HRTimeline
Reliant Investment Management, LLC14,420$10.2M4.92%-1513F-HRTimeline
EASTERN BANK14,356$10.2M0.17%-49313F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC14,327$10.1M3.46%013F-HRTimeline
OpenArc Corporate Advisory, LLC14,266$10.1M0.14%+68113F-HRTimeline
Sandhill Capital Partners LLC14,251$10.1M0.87%-1,71113F-HRTimeline
ROMANO BROTHERS AND COMPANY14,235$10.1M1.15%-6813F-HRTimeline
SevenBridge Financial Group, LLC12,396$10M1.57%-30613F-HRTimeline
Traynor Capital Management, Inc.14,965$9.99M0.59%+1,25813F-HRTimeline
Plato Investment Management Ltd14,070$9.97M0.67%+27113F-HRTimeline
CX Institutional14,044$9.95M0.3%-12,15813F-HRTimeline
GAMMA Investing LLC14,016$9.93M0.46%+1,10213F-HRTimeline
CVFG LLC13,993$9.91M1.23%new13F-HRTimeline
Private Wealth Asset Management, LLC13,928$9.87M1.05%+27213F-HRTimeline
CASTLEARK MANAGEMENT LLC13,920$9.86M0.33%013F-HRTimeline
Pflug Koory, LLC13,841$9.81M4.49%-813F-HRTimeline
Monument Capital Management13,806$9.78M2.45%-61213F-HRTimeline
HighPoint Advisor Group LLC13,801$9.78M0.41%-35,67213F-HRTimeline
WealthPlan Investment Management, LLC13,770$9.76M0.54%+3,84913F-HRTimeline
FAS Wealth Partners, Inc.13,754$9.74M0.61%-2,14613F-HRTimeline
Ashton Thomas Private Wealth, LLC13,720$9.72M0.23%-6,89913F-HRTimeline
FRG Family Wealth Advisors LLC13,717$9.72M1.59%-37913F-HRTimeline
CADINHA & CO LLC13,711$9.71M1.81%-11,42613F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,697$9.7M0.29%+33613F-HR/ATimeline
Blue Edge Capital, LLC13,657$9.68M1.29%+54113F-HRTimeline
OAK RIDGE INVESTMENTS LLC13,639$9.66M0.64%new13F-HRTimeline
SIGNATUREFD, LLC13,529$9.58M0.15%+54913F-HRTimeline
Nicholas Hoffman & Company, LLC.13,423$9.51M0.22%-6213F-HRTimeline
North Dakota State Investment Board13,417$9.51M0.41%-2,45813F-HRTimeline
Malaga Cove Capital, LLC13,397$9.49M3.41%-49313F-HRTimeline
SMA Capital LLC13,375$9.48M4.09%new13F-HRTimeline
Mathes Company, Inc.13,354$9.46M3.46%-6013F-HRTimeline
Eukles Asset Management13,341$9.45M4.21%-88213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/13,320$9.44M0.9%-14213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC13,306$9.43M3.04%-80213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13,258$9.39M0.33%-34413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,165$9.33M0.08%-1,00013F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS13,150$9.32M0.15%+96013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd13,207$9.31M0.36%-45113F-HRTimelineGroup
Parallel Advisors, LLC13,090$9.27M0.17%+79813F-HR/ATimeline
New Age Alpha Advisors, LLC13,037$9.24M0.43%-51313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,032$9.23M0.33%-95413F-HRTimelineGroup
RH Tailwind Management, LLC13,000$9.21M4.77%+10,00013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding12,934$9.16M-41,601Timeline
FourThought Financial Partners, LLC12,877$9.12M0.79%-37613F-HRTimeline
WCG Wealth Advisors LLC12,871$9.12M0.26%-50913F-HRTimeline
Viewpoint Capital Management LLC12,801$9.07M4.24%-513F-HRTimeline
Resolute Wealth Strategies, LLC12,772$9.05M3.9%-5113F-HRTimeline
Kingsview Wealth Management, LLC12,767$9.04M0.12%+1,18013F-HRTimeline
HBK Sorce Advisory LLC10,078$9.04M0.18%-6213F-HRTimeline
Palmer Knight Co12,761$9.04M4.41%+13613F-HRTimeline
Faithward Advisors, LLC12,678$8.98M1.28%+4513F-HRTimeline
Seascape Capital Management12,644$8.96M2.58%-16013F-HRTimeline
Heritage Trust Co12,641$8.96M0.9%+70613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC12,623$8.94M0.35%-10213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,551$8.89M1.23%-44613F-HRTimeline
BNP PARIBASin group BNP PARIBAS13,556$8.87M0.28%+3,75713F-HRTimelineGroup
Barbara Oil Co.12,500$8.86M3.41%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC12,491$8.85M1%+11,46613F-HRTimeline
JPL Wealth Management, LLC12,410$8.79M2.02%-50413F-HR/ATimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,386$8.77M0.46%-7,01813F-HRTimeline
MONTAG A & ASSOCIATES INC12,368$8.76M0.41%-3,10713F-HRTimeline
CoreCap Advisors, LLC12,363$8.76M0.3%+7,43513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC12,294$8.71M2.42%-28313F-HRTimeline
WEBSTER BANK, N. A.12,176$8.63M0.82%-27813F-HRTimeline
Gilliland Jeter Wealth Management LLC12,148$8.61M2.55%-4813F-HRTimeline
Advisors Asset Management, Inc.12,133$8.6M0.14%+2,63213F-HRTimeline
Hodges Capital Management Inc.12,125$8.59M0.71%-1,20913F-HRTimeline
Anchor Investment Management, LLC12,099$8.57M0.72%-33613F-HRTimeline
Aaron Wealth Advisors LLC12,073$8.55M0.49%-24713F-HRTimeline
Quantitative Investment Management, LLC12,072$8.55M0.89%new13F-HRTimeline
PFG Advisors12,013$8.51M0.41%+32913F-HRTimeline
World Investment Advisors11,957$8.47M0.14%-15813F-HRTimeline
Savvy Advisors, Inc.11,944$8.46M0.23%+2,96913F-HRTimeline
Hayek Kallen Investment Management11,891$8.42M2.74%new13F-HRTimeline
Whitener Capital Management, Inc.11,878$8.42M1.92%+42813F-HRTimeline
North Star Investment Management Corp.11,792$8.35M0.51%+3713F-HRTimeline
PANAGORA ASSET MANAGEMENT INC11,785$8.35M0.03%+80113F-HRTimeline
DIVERSIFIED TRUST CO11,739$8.32M0.15%+1,50513F-HRTimeline
J.P. Marvel Investment Advisors, LLC11,734$8.31M1.18%013F-HRTimeline
Titan Investment Solutions Ltdgroup of 2 filers holding11,710$8.3M-1,454Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,668$8.27M0.19%+77913F-HRTimelineGroup
Baader Bank Aktiengesellschaft11,725$8.26M0.81%-2,19013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,636$8.24M0.06%+68213F-HRTimeline
Providence Wealth Advisors, LLC11,190$8.2M5.21%+2113F-HRTimeline
Tribune Investment Group LP11,530$8.17M5.48%-1,47013F-HRTimeline
Jacobi Capital Management LLC11,519$8.16M0.46%-30713F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC11,462$8.12M0.77%-50813F-HRTimelineGroup
Asset Dedication, LLC11,452$8.11M0.57%-2,53113F-HRTimeline
New Hampshire Trust11,417$8.09M1.63%-12013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…12,056$8.09M0.12%-2,15513F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC11,356$8.04M0.83%+1,85913F-HRTimeline
Zhang Financial LLC11,341$8.03M0.28%+85613F-HRTimeline
Spartan Wealth Advisory Services LLC11,329$8.03M0.7%13F-HRTimeline
Nilsine Partners, LLC9,673$8.02M0.63%+34013F-HRTimeline
Jones Kertz & Associates, Inc.11,300$8.01M4.25%-39913F-HRTimeline
Stokes Capital Advisors, LLC11,278$7.99M1.79%-17513F-HR/ATimeline
Lombard Odier Asset Management (Switzer…11,265$7.98M0.3%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC11,799$7.96M0.13%-24813F-HRTimeline
RiverFront Investment Group, LLC11,214$7.94M0.12%+2,29913F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,190$7.93M1.56%+10013F-HRTimeline
Stenger Family Office, LLC11,140$7.89M1.39%+1,06313F-HRTimeline
Modus Advisors, LLC11,124$7.88M2.17%-70213F-HRTimeline
Geneva Partners, LLC10,783$7.87M3.78%+10,06713F-HRTimeline
Ledyard National Bank11,099$7.86M0.68%-52013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG11,041$7.82M0.13%-62,81613F-HRTimelineGroup
Pinnacle Holdings, LLC10,920$7.74M2.5%+1,26313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,889$7.71M0.04%-313F-HRTimelineGroup
Capital Investment Counsel, Inc10,870$7.7M0.94%-99213F-HRTimeline
DMKC Advisory Services, LLC10,868$7.7M3.21%+3713F-HRTimeline
SAPIENT CAPITAL LLC10,867$7.7M0.12%-1,52013F-HR/ATimeline
Gateway Wealth Partners, LLC10,852$7.69M0.3%+6,24013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding10,831$7.67M+204Timeline
Financial & Tax Architects, LLC10,812$7.66M1.71%-2,62613F-HRTimeline
Asset Management Group, Inc.10,801$7.65M1.24%-6413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,464$7.65M0.24%-3,71513F-HRTimelineGroup
Argent Trust Co10,778$7.64M0.26%-25613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC10,745$7.61M1.12%+4,44513F-HRTimelineGroup
Truvestments Capital LLC10,704$7.58M1.37%-1,11013F-HRTimeline
Hudson Capital Management LLC10,694$7.58M1.96%-1,09113F-HRTimeline
PLIMOTH TRUST CO LLC10,694$7.58M1.69%-34113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10,660$7.55M2.07%-2,17513F-HR/ATimeline
Slow Capital, Inc.10,647$7.54M0.98%-29413F-HRTimeline
TrinityBridge Ltd10,623$7.52M0.2%+8,91013F-HRTimeline
SMITH, MOORE & CO.10,611$7.52M0.55%-15013F-HRTimeline
LOWE BROCKENBROUGH & CO INC10,564$7.48M0.37%+35413F-HRTimeline
Meiji Yasuda America Inc10,545$7.47M1.85%-1,90213F-HRTimeline
Cyndeo Wealth Partners, LLC10,540$7.47M0.39%-2,77113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC10,529$7.46M0.17%+6,42613F-HRTimeline
Rice Partnership, LLC10,528$7.46M1.02%+6,63813F-HRTimeline
Indiana Trust & Investment Management Co10,515$7.45M2.3%+99613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,510$7.45M0.45%+24013F-HRTimeline
Mission Creek Capital Partners, Inc.10,499$7.44M1.48%-1,73713F-HRTimeline
BRIGHTON JONES LLC10,428$7.39M0.16%new13F-HR/ATimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…10,416$7.38M0.1%+1,11013F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding10,389$7.36M+222Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,387$7.36M1.1%-22513F-HR/ATimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC10,384$7.36M0.03%-1,89013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC10,377$7.35M1.08%-21613F-HRTimeline
Argyle Capital Management, LLC10,359$7.34M2.38%-84513F-HRTimeline
GROUPAMA ASSET MANAGMENT10,356$7.34M0.11%-1,88113F-HRTimeline
MWA Asset Management10,337$7.32M4.01%-92413F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,330$7.32M+3,502Timeline
Perigon Wealth Management, LLC10,318$7.31M0.13%-69913F-HRTimeline