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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,981 managers (4,047 13F filers) reported a position in CAT shares at 2026-06-30, 330,467,181 shares in all. 392 filers opened a position and 106 filers sold out during the quarter.

Managers
3,981
13F filers
4,047
New
392
Added
1,435
Reduced
1,595
Sold out
106
Shares held by filers
330,467,181

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Chicago Capital, LLC10,003$10.7M0.26%+2,11013F-HRTimeline
DKRT Investments Corp.10,000$10.6M2.6%-5,00013F-HRTimeline
HWG Holdings LP9,989$10.6M2.41%+5,94613F-HRTimeline
IBEX WEALTH ADVISORS9,965$10.6M0.83%+4813F-HRTimeline
Hudson Capital Management LLC9,942$10.6M2.56%-75213F-HRTimeline
RFG Advisory, LLC9,930$10.6M0.17%+41413F-HRTimeline
Fox Hill Wealth Management9,832$10.5M4.2%+4,70113F-HRTimeline
Finer Wealth Management, Inc.9,816$10.5M4.67%-14313F-HRTimeline
Mystic Asset Management, Inc.9,809$10.4M2.23%-13913F-HRTimeline
River Wealth Advisors LLC9,782$10.4M1.09%+28813F-HR/ATimeline
Mattern Wealth Management LLC9,771$10.4M1.71%+313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,769$10.4M0.5%+1813F-HRTimeline
LMG Wealth Partners, LLC9,767$10.4M1.66%+10413F-HRTimeline
Rockline Wealth Management, LLC9,752$10.4M1.99%+47313F-HRTimeline
Nilsine Partners, LLC9,750$10.4M0.72%+7713F-HRTimeline
Sound View Wealth Advisors Group, LLC9,741$10.4M0.64%-14113F-HRTimeline
SevenBridge Financial Group, LLC12,290$10.4M1.52%-10613F-HRTimeline
MONECO ADVISORS, LLC9,710$10.3M0.63%+3,41813F-HRTimeline
CAPITAL GROUP INVESTMENT MANAGEMENT PTE…group of 2 filers holding9,705$10.3M-441Timeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO9,700$10.3M0.41%new13F-HRTimeline
JERICHO FINANCIAL, LLP9,649$10.3M5.32%+9613F-HRTimeline
IFG Advisory, LLC9,630$10.3M0.36%+9,15813F-HRTimeline
Curi Capital, LLC9,620$10.2M0.16%+11513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG12,181$10.2M0.15%+1,14013F-HRTimelineGroup
Capital Investment Counsel, Inc9,610$10.2M1.1%-1,26013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC9,594$10.2M1.11%+12613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,542$10.2M2.46%-14513F-HRTimeline
Liontrust Investment Partners LLP9,540$10.2M0.15%-15,78813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC9,538$10.2M3.03%new13F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…9,516$10.1M0.13%-90013F-HRTimelineGroup
Choate Investment Advisors9,496$10.1M0.18%+5013F-HRTimeline
MWA Asset Management9,493$10.1M4.57%-84413F-HRTimeline
Onex Canada Asset Management Inc.9,475$10.1M1.55%013F-HRTimeline
CPA Asset Management Group, LLC9,466$10.1M2.9%-77813F-HRTimeline
Ballentine Partners, LLC9,435$10M0.12%+17313F-HRTimeline
Confluence Wealth Services, Inc.9,423$10M0.29%+2,53113F-HRTimeline
Soltis Investment Advisors LLC9,392$10M0.58%+28513F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,387$9.99M3.39%-15813F-HRTimeline
Cornerstone Wealth Management, LLC9,379$9.99M0.43%-8913F-HRTimeline
MARVIN & PALMER ASSOCIATES INC9,362$9.97M6.27%+4,09213F-HRTimeline
Coastline Trust Co9,355$9.96M0.88%+41813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GTS SECURITIES LLC9,307$9.91M0.21%+5,63413F-HRTimeline
Forty-three Eighteen Advisors, LLC9,275$9.88M6.65%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9,218$9.82M0.87%-53913F-HR/ATimeline
Slow Capital, Inc.9,205$9.8M1.14%-1,44213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,190$9.79M0.24%+16013F-HRTimeline
Bluespring Wealth Management, LLC9,186$9.78M0.19%+5,21813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,177$9.77M1.28%-7313F-HRTimeline
RB Capital Management, LLC9,149$9.74M1.91%-21213F-HRTimeline
Heartland Bank & Trust Co9,085$9.67M2%-16713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,072$9.66M0.1%+31913F-HRTimelineGroup
Financial & Tax Architects, LLC9,062$9.65M2.03%-1,75013F-HRTimeline
Financial Synergies Wealth Advisors, In…9,012$9.6M0.81%+413F-HRTimeline
Man Group plcin group Man Group plc9,005$9.59M0.02%-8,72513F-HRTimelineGroup
RH Tailwind Management, LLC9,000$9.58M4.47%-4,00013F-HRTimeline
NorthCoast Asset Management LLC8,962$9.54M0.21%+5,28313F-HRTimeline
Iowa State Bank8,957$9.54M1.59%+7213F-HRTimeline
Wedmont Private Capital10,012$9.54M0.26%+1,50013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,941$9.52M0.59%-23513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,939$9.52M0.2%+14713F-HRTimelineGroup
Douglass Winthrop Advisors, LLC8,915$9.49M0.16%+413F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO8,864$9.44M1.44%-28613F-HRTimeline
Baader Bank Aktiengesellschaft8,859$9.43M0.77%-2,86613F-HRTimeline
GAM Holding AGin group GAM Holding AG8,858$9.43M0.72%-47013F-HRTimelineGroup
Penobscot Investment Management Company…8,841$9.41M0.65%-1613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,840$9.41M4.34%-1013F-HRTimeline
BANK OF HAWAII8,795$9.37M0.46%-64713F-HRTimeline
Churchill Financial Advisors, LLC8,768$9.34M1.8%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC8,767$9.34M1.58%-1,05713F-HRTimeline
BURNEY CO/8,756$9.32M0.25%-26013F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,720$9.29M0.41%-1,84413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV8,711$9.28M2.3%-1,94913F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.8,701$9.27M5.24%-38613F-HRTimeline
Foundations Investment Advisors, LLC8,693$9.26M0.1%+1,00113F-HRTimeline
PROFUND ADVISORS LLC8,661$9.22M0.25%-3113F-HRTimeline
Viewpoint Capital Management LLC8,650$9.21M4.69%-4,15113F-HRTimeline
CUMBERLAND ADVISORS INC8,640$9.2M3.24%-86013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,619$9.18M1.22%+8,26213F-HRTimeline
Evercore Wealth Management, LLC8,582$9.14M0.13%-30713F-HRTimeline
Fairfield Financial Advisors, LTD8,575$9.13M3.6%+47113F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.8,562$9.12M1.1%-2913F-HRTimeline
Palisade Asset Management, LLC8,465$9.01M0.83%-9313F-HRTimeline
Hartford Financial Management Inc.8,452$9M2.01%-48813F-HRTimeline
Mill Capital Management, LLC8,408$8.95M0.6%-5013F-HRTimeline
Factor Wealth Management LTD8,373$8.92M1.35%-2213F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,372$8.92M1.83%+63513F-HRTimeline
Brendel Financial Advisors LLC8,356$8.9M4.12%-31413F-HRTimeline
Wealthspire Advisors, LLC8,342$8.88M0.05%+1,71413F-HRTimeline
Baldwin Investment Management, LLC8,327$8.87M0.86%+28713F-HRTimeline
Parcion Private Wealth LLC8,312$8.85M0.49%-2713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,247$8.78M0.52%+51213F-HRTimeline
United Capital Management of KS, Inc.8,236$8.77M1.15%-20213F-HRTimeline
Nordwand Advisors, LLC8,230$8.76M1.34%-41513F-HRTimeline
HBK Sorce Advisory LLC10,048$8.75M0.17%-3013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC8,199$8.73M0.87%-3,15713F-HRTimeline
Cornerstone Wealth Group, LLC8,186$8.72M0.52%-37913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,147$8.68M1.47%+2,24113F-HRTimeline
River Street Advisors LLC8,133$8.66M2.55%-12713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,132$8.66M0.21%-23813F-HRTimelineGroup
V-Square Quantitative Management LLC8,120$8.65M0.82%-48613F-HRTimeline
Hudock, Inc.8,106$8.63M1.11%-17313F-HRTimeline
Great Lakes Retirement, Inc.8,103$8.63M0.77%+7813F-HRTimeline
First Dallas Securities Inc.8,087$8.61M2.85%-56513F-HRTimeline
HUB Investment Partners, LLC8,080$8.6M0.16%+1,59713F-HRTimeline
Buckley Wealth Management, LLC8,020$8.54M2.11%-92513F-HRTimeline
BOCHK Asset Management Ltd8,010$8.53M1.35%+4,07013F-HRTimeline
COZAD ASSET MANAGEMENT INC8,008$8.53M0.55%+213F-HRTimeline
Kovack Advisors, Inc.8,311$8.53M0.41%+63413F-HRTimeline
B & T Capital Management DBA Alpha Capi…8,000$8.52M1.12%-23513F-HRTimeline
Genus Capital Management Inc.8,000$8.52M0.84%+80013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,994$8.51M3.21%-18613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,959$8.48M0.3%+5013F-HRTimelineGroup
SYON CAPITAL LLC7,899$8.41M0.37%+16013F-HRTimeline
WRIGHT INVESTORS SERVICE INC7,895$8.41M2.3%-1,86313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tradewinds, LLC.4,778$8.4M1.97%-2,91113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,857$8.37M0.01%-90,36113F-HRTimelineGroup
STONEBRIDGE CAPITAL MANAGEMENT INC7,849$8.36M4.03%-1,82313F-HRTimeline
Graham Capital Management, L.P.7,824$8.33M0.22%+1,52413F-HRTimeline
Granite Investment Partners, LLC7,820$8.33M0.43%+13513F-HRTimeline
Cornell Pochily Investment Advisors, In…7,800$8.31M2.23%-40213F-HRTimeline
Capital Asset Advisory Services LLC7,777$8.28M0.3%-12213F-HRTimeline
1ST SOURCE BANK7,766$8.27M0.37%-1,61013F-HRTimeline
Western Wealth Management, LLC7,760$8.26M0.27%+39413F-HRTimeline
CWA Asset Management Group, LLC7,727$8.23M0.25%-35513F-HRTimeline
Valley Brook Capital Group, Inc.7,723$8.22M4.66%+13213F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC7,719$8.22M0.55%-1013F-HRTimeline
OARSMAN CAPITAL, INC.7,683$8.18M0.87%-4313F-HRTimeline
Legacy Bridge, LLC7,679$8.18M2.53%+1013F-HRTimeline
Gladstone Institutional Advisory LLC7,673$8.17M0.26%-33513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,660$8.16M0.15%+1,09013F-HRTimeline
ALERUS FINANCIAL NA7,613$8.11M0.35%-1,04913F-HRTimeline
Avior Wealth Management, LLC7,544$8.03M0.21%-2,58813F-HRTimeline
Smartleaf Asset Management LLC7,750$8.01M0.26%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,518$8.01M0.34%+19113F-HRTimeline
Hanson & Doremus Investment Management7,512$8M0.81%-7413F-HRTimeline
Sava Infond d.o.o.7,500$7.99M0.57%+3,75013F-HRTimeline
Old Port Advisors7,489$7.98M1.57%+6913F-HRTimeline
Exchange Bank7,472$7.96M4.95%013F-HRTimeline
Modera Wealth Management, LLC7,448$7.93M0.08%+48613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,447$7.93M2.76%-21713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,433$7.91M0.05%-38313F-HRTimelineGroup
Huntleigh Advisors, Inc.7,408$7.89M1.1%+54413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,383$7.86M0.14%-46113F-HRTimeline
Boltwood Capital Management7,359$7.84M1.8%-21213F-HRTimeline
Bridgewater Associates, LP7,329$7.8M0.03%-75,17313F-HRTimeline
Capital Management Associates, Inc7,312$7.79M1.57%+7813F-HRTimeline
Tyche Wealth Partners LLC7,284$7.76M1.09%-7913F-HRTimeline
Global Trust Asset Management, LLC7,256$7.73M2.42%-46213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,250$7.72M2.79%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,211$7.68M3.12%013F-HRTimeline
Global Wealth Management Investment Adv…7,204$7.67M1.09%-1,02613F-HRTimeline
Asset One Wealth Management LLC8,385$7.67M0.81%+6013F-HRTimeline
Fruth Investment Management7,188$7.65M1.82%-4213F-HRTimeline
Robbins Farley7,177$7.64M2.93%-2,42413F-HRTimeline
Keel Point, LLC7,154$7.62M0.45%+3,62313F-HRTimeline
DT Investment Partners, LLC7,148$7.61M0.57%+4513F-HRTimeline
Advisory Alpha, LLC7,135$7.6M0.19%+1,09113F-HRTimeline
Argent Advisors, Inc.7,133$7.6M1.9%-12113F-HRTimeline
SUMITOMO LIFE INSURANCE CO7,130$7.59M0.12%-41813F-HRTimeline
World Investment Advisors10,424$7.59M0.13%-1,53313F-HRTimeline
Radnor Capital Management, LLC7,091$7.55M1.06%-1,27513F-HRTimeline
Clear Trail Advisors, LLC7,064$7.52M1.15%-4613F-HRTimeline
Western Financial Corp/CA7,055$7.51M2.2%+21313F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,038$7.49M1.68%-24213F-HRTimeline
Loudon Investment Management, LLC7,033$7.49M3.68%-40813F-HRTimeline
Sargent Investment Group, LLC7,004$7.46M0.9%+31613F-HRTimeline
South Dakota Investment Council7,001$7.46M0.13%013F-HRTimeline
ADIRONDACK TRUST CO6,992$7.45M2.22%-56413F-HRTimeline
Avantax Planning Partners, Inc.6,977$7.43M0.18%+12713F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,968$7.42M0.87%013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC6,955$7.41M2.32%+13013F-HRTimeline
Fulcrum Asset Management LLP7,158$7.4M0.74%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,925$7.37M0.45%-1,27713F-HRTimeline
Field & Main Bank6,925$7.37M1.52%-23013F-HR/ATimeline
Shepherd Financial Partners LLC6,913$7.36M0.6%+48813F-HRTimeline
Dorsey & Whitney Trust CO LLC6,895$7.34M0.36%-8413F-HRTimeline
Catalyst Funds Management Pty Ltd6,880$7.33M0.41%new13F-HRTimeline
Accurate Wealth Management, LLC7,684$7.31M0.7%-51813F-HRTimeline
Arvest Bank Trust Division6,856$7.3M0.36%-4113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,849$7.29M0.2%-2313F-HRTimeline
Verdence Capital Advisors LLC6,833$7.28M0.38%-85713F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…6,811$7.25M0.22%+5,86213F-HRTimeline
STALEY CAPITAL ADVISERS INC6,800$7.24M0.28%013F-HRTimeline
Schear Investment Advisers, LLC6,794$7.23M2.42%+22613F-HRTimeline
Portfolio Design Labs, LLC6,788$7.23M1.19%+5,01913F-HRTimeline
Hillsdale Investment Management Inc.6,787$7.23M0.16%+19013F-HRTimeline
KLCM Advisors, Inc.6,786$7.23M0.58%+213F-HRTimeline
Cross Staff Investments Inc6,781$7.22M4.07%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.6,770$7.21M0.49%+4513F-HRTimeline
MCF Advisors LLC6,733$7.17M0.26%+2,75013F-HRTimeline
Wilkerson Advisory Group LLC6,724$7.16M2.2%-65613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,712$7.15M0.1%-1,92113F-HRTimelineGroup
Kerusso Capital Management LLC6,705$7.14M2.6%+1,27213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,700$7.13M0.88%013F-HRTimeline
RFP Financial Group LLC6,688$7.12M3.19%+3,24613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC6,659$7.09M0.26%-2613F-HRTimeline
KEYSTONE INVESTORS PTE LTD6,659$7.09M0.38%13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,835$7.06M0.39%+8413F-HRTimeline
AMG National Trust Bank6,629$7.06M0.15%-1,74713F-HRTimeline
Guardian Wealth Management, Inc.6,581$7.01M3.44%+6913F-HRTimeline