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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fisher Funds Management LTD10,023$3.64M0.09%13F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS9,996$3.63M0.18%+1,98713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDELIS CAPITAL PARTNERS, LLC10,005$3.62M0.36%+1,32113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …9,966$3.62M0.47%+6,57113F-HRTimelineGroup
IBEX WEALTH ADVISORS9,961$3.61M0.43%+8,95913F-HRTimeline
IHT Wealth Management, LLC9,937$3.6M0.12%-3,59513F-HRTimeline
Modern Wealth Management, LLC9,907$3.59M0.13%+1,06013F-HR/ATimeline
LMG Wealth Partners, LLC9,892$3.59M0.78%+6813F-HRTimeline
First Dallas Securities Inc.9,868$3.58M1.46%+2113F-HRTimeline
CUMBERLAND ADVISORS INC9,850$3.57M1.43%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,849$3.57M0.33%-20413F-HRTimeline
Heritage Trust Co9,836$3.57M0.42%13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC9,800$3.56M0.7%-10513F-HRTimeline
Nilsine Partners, LLC9,798$3.55M0.38%+34613F-HRTimeline
Waldron Private Wealth LLC9,794$3.55M0.14%+4,96513F-HRTimeline
RB Capital Management, LLC9,746$3.54M0.83%+18313F-HRTimeline
Mill Capital Management, LLC9,737$3.53M0.28%013F-HRTimeline
Davidson Capital Management Inc.9,667$3.51M0.92%+35413F-HRTimeline
J.W. COLE ADVISORS, INC.9,656$3.5M0.14%+8413F-HRTimeline
SeaCrest Wealth Management, LLC9,632$3.49M0.37%+3013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC9,620$3.49M1.52%-18813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,583$3.48M0.1%+1,94013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,557$3.47M0.13%+2,01413F-HRTimeline
Avitas Wealth Management LLC9,539$3.46M0.48%+7513F-HRTimeline
Mattern Wealth Management LLC9,478$3.44M0.76%+3,34913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,477$3.44M0.72%-79213F-HRTimeline
Finer Wealth Management, Inc.9,429$3.42M1.96%+8613F-HRTimeline
Brendel Financial Advisors LLC9,403$3.41M2.06%-49113F-HRTimeline
Palisade Asset Management, LLC9,382$3.4M0.35%-9813F-HRTimeline
Lifeworks Advisors, LLC9,380$3.4M0.61%+1,12013F-HRTimeline
Gladstone Institutional Advisory LLC9,372$3.4M0.16%-2,07313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,155$3.4M0.08%+31013F-HRTimelineGroup
Cambridge Advisors Inc.9,364$3.4M0.76%-6013F-HRTimeline
HBK Sorce Advisory LLC9,316$3.38M0.1%+8813F-HRTimeline
Hudock, Inc.9,311$3.38M0.59%-21013F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,305$3.38M0.22%+97913F-HRTimeline
Family Manage LLC9,538$3.37M0.55%+31013F-HRTimeline
WR Wealth Planners, LLC9,285$3.37M1.08%-30413F-HRTimeline
1ST SOURCE BANK9,259$3.36M0.19%-2313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,258$3.36M1.56%-10913F-HRTimeline
PFG Advisors9,236$3.35M0.21%-64613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,232$3.35M0.7%-35713F-HRTimeline
AIRE ADVISORS, LLC9,217$3.34M0.69%+10513F-HRTimeline
Cannon Advisors, Inc.9,215$3.34M2.84%-26113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC9,199$3.34M0.02%-33,10313F-HRTimeline
Buckley Wealth Management, LLC9,190$3.33M1.02%-15713F-HRTimeline
Zhang Financial LLC9,158$3.32M0.19%+73613F-HRTimeline
McKinley Carter Wealth Services, Inc.9,154$3.32M0.2%-18013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,125$3.31M1.09%13F-HRTimeline
L2 Asset Management, LLC9,097$3.3M0.72%+13713F-HRTimeline
Global Trust Asset Management, LLC9,090$3.3M1.25%-30713F-HRTimeline
V-Square Quantitative Management LLC9,008$3.27M0.46%+6813F-HRTimeline
Penobscot Investment Management Company…8,975$3.26M0.3%-3013F-HRTimeline
South Dakota Investment Council8,964$3.25M0.06%013F-HRTimeline
Pinnacle Holdings, LLC8,951$3.25M1.23%-51713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…8,927$3.24M0.05%13F-HRTimelineGroup
ASAHI LIFE ASSET MANAGEMENT CO., LTD.8,916$3.23M1.97%-42713F-HRTimeline
Douglass Winthrop Advisors, LLC8,902$3.23M0.06%-613F-HRTimeline
Weaver Capital Management LLC8,831$3.2M0.9%+2,81913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP8,767$3.18M0.21%+19313F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.8,763$3.18M0.47%+5313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC128,418$3.17M0.13%+5813F-HR/ATimeline
HENNESSY ADVISORS INC8,600$3.12M0.09%-50013F-HRTimeline
Qtron Investments LLC8,587$3.12M0.44%013F-HRTimeline
GAMMA Investing LLC8,566$3.11M0.26%+58613F-HRTimeline
Naviter Wealth, LLC8,537$3.1M0.37%+2,78713F-HRTimeline
TI-TRUST, INC8,536$3.1M2.07%-15613F-HRTimeline
Smith Salley Wealth Management8,524$3.09M0.2%-2013F-HRTimeline
River Street Advisors LLC8,522$3.09M1.58%-57013F-HRTimeline
Gould Capital, LLC8,521$3.09M2.15%-15613F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS8,499$3.08M0.06%-1213F-HRTimelineGroup
Factor Wealth Management LTD8,497$3.08M1.02%13F-HRTimeline
Ballentine Partners, LLC8,486$3.08M0.05%+12513F-HRTimeline
SHELL ASSET MANAGEMENT CO8,467$3.07M0.13%+4,08913F-HRTimeline
PRIVATE TRUST CO NA8,453$3.07M0.31%+42213F-HRTimeline
Cornell Pochily Investment Advisors, In…8,417$3.05M1.07%+613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA8,436$3.05M0.08%13F-HRTimelineGroup
Hanson & Doremus Investment Management8,377$3.04M0.48%-32613F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,363$3.03M0.2%-17213F-HRTimeline
Farther Finance Advisors, LLC8,362$3.03M0.11%+31813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,345$3.03M0.14%+1,91013F-HRTimelineGroup
Bernard Wealth Management Corp.8,336$3.02M1.42%13F-HR/ATimeline
Catherine Avery Investment Management L…8,328$3.02M2.67%13F-HR/ATimeline
Radnor Capital Management, LLC8,312$3.02M0.5%-5013F-HRTimeline
PARK NATIONAL CORP /OH/8,298$3.01M0.11%-4713F-HRTimeline
Core Wealth Advisors, Inc.8,239$2.99M0.99%-9313F-HRTimeline
Horizon Investments, LLC8,267$2.99M0.09%+14413F-HRTimeline
Boltwood Capital Management8,235$2.99M0.91%-213F-HRTimeline
Tradewinds, LLC.8,236$2.98M0.83%013F-HRTimeline
Graphene Investments SAS8,200$2.97M2.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,170$2.96M0.09%-1,96013F-HRTimelineGroup
Peregrine Asset Advisers, Inc.8,131$2.95M1.09%+6,44513F-HRTimeline
ADIRONDACK TRUST CO8,087$2.93M1.12%-14813F-HRTimeline
Stonegate Investment Group, LLC8,063$2.93M0.08%+1,49113F-HRTimeline
Verition Fund Management LLC8,035$2.91M0.01%-3,42813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,019$2.91M0.07%-9313F-HRTimeline
Fieldview Capital Management, LLC7,990$2.9M0.45%13F-HRTimeline
Loudon Investment Management, LLC7,988$2.9M1.65%-17513F-HRTimeline
First Horizon Advisors, Inc.7,967$2.89M0.08%-43213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,965$2.89M0.17%-28213F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC7,943$2.88M0.04%-27313F-HRTimeline
Valley Brook Capital Group, Inc.7,930$2.88M2.15%-513F-HRTimeline
MIdWestOne Financial Group, Inc.7,919$2.87M0.4%013F-HRTimeline
Fruth Investment Management7,903$2.87M0.79%013F-HRTimeline
Field & Main Bank7,881$2.86M1.01%+5313F-HRTimeline
Old Port Advisors7,874$2.86M0.82%-4813F-HRTimeline
Oxbow Advisors, LLC7,844$2.85M0.33%-22513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC7,817$2.84M0.12%+91613F-HRTimeline
Gifford Fong Associates7,800$2.83M0.69%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,801$2.83M0.18%-29313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,795$2.83M0.09%-38913F-HRTimeline
Baldwin Investment Management, LLC7,795$2.83M0.37%-1,95613F-HRTimeline
Focused Wealth Management, Inc7,738$2.81M0.38%+7013F-HRTimeline
CHAPIN DAVIS, INC.7,170$2.8M0.91%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC7,714$2.8M1.4%-31613F-HRTimeline
Foundations Investment Advisors, LLC7,687$2.79M0.05%+85613F-HRTimeline
United Community Bankin group United Community Bank7,671$2.78M1.08%+4013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC7,664$2.78M0.26%+23913F-HRTimeline
Capital Asset Advisory Services LLC7,638$2.78M0.14%-1813F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,635$2.77M1.35%-12513F-HRTimeline
DIVERSIFIED TRUST CO7,627$2.77M0.07%+14113F-HRTimeline
JBR Co Financial Management Inc7,612$2.76M1.68%-1013F-HRTimeline
Stamos Capital Partners, L.P.7,610$2.76M0.65%+48013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,618$2.76M1.54%+34013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,590$2.75M1.33%-5013F-HRTimeline
Exchange Bank7,575$2.75M2.21%-313F-HRTimeline
D. SCOTT NEAL, INC.7,549$2.74M1.5%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,511$2.72M0.18%+1,96113F-HRTimeline
Beacon Bank & Trust7,502$2.72M0.63%-16013F-HRTimeline
Symphony Financial, Ltd. Co.6,866$2.72M0.43%+7913F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding7,459$2.71M-11,255Timeline
Dorsey & Whitney Trust CO LLC7,453$2.7M0.15%-13413F-HRTimeline
Columbia Bank7,274$2.7M0.93%-4013F-HRTimeline
Choate Investment Advisors7,437$2.7M0.06%-71413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,435$2.7M1.59%13F-HRTimeline
OARSMAN CAPITAL, INC.7,413$2.69M0.47%+29113F-HRTimeline
BRIGHTON JONES LLC7,409$2.69M0.08%+2,51913F-HR/ATimeline
Compton Wealth Advisory Group, LLC7,326$2.66M0.69%-6413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,324$2.66M1.5%-45613F-HRTimeline
Indiana Trust & Investment Management Co7,299$2.65M0.9%+72513F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,299$2.65M0.76%-713F-HRTimeline
Fairfield Financial Advisors, LTD7,273$2.64M0.93%+1,36113F-HRTimeline
Tyche Wealth Partners LLC7,237$2.63M0.55%+25413F-HRTimeline
Trust Investment Advisors7,221$2.62M1.67%+52913F-HRTimeline
Rollins Financial Advisors, LLC7,198$2.61M0.41%+30113F-HRTimeline
LBP AM SA7,188$2.61M0.04%-26,23213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,179$2.6M0.42%+27313F-HRTimeline
Arete Wealth Advisors, LLC7,147$2.6M0.19%+52513F-HRTimeline
Legacy Bridge, LLC7,148$2.59M1.35%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.7,128$2.59M0.33%13F-HRTimeline
Modera Wealth Management, LLC7,124$2.58M0.03%+18213F-HRTimeline
G&S Capital LLC7,121$2.58M1.07%-91513F-HRTimeline
SUMITOMO LIFE INSURANCE CO7,117$2.58M0.05%-14913F-HRTimeline
Cross Staff Investments Inc7,104$2.58M1.8%013F-HRTimeline
Wedmont Private Capital7,331$2.57M0.14%+48513F-HRTimeline
Heritage Wealth Management, Inc.7,075$2.57M0.85%-7113F-HRTimeline
Ellis Investment Partners, LLC7,060$2.56M0.5%-66213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,048$2.56M0.04%+89513F-HR/ATimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding7,151$2.55M-25Timeline
FRANKLIN STREET ADVISORS INC /NC7,004$2.54M0.17%-14613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,997$2.54M0.45%-8513F-HRTimeline
Linden Thomas Advisory Services, LLC6,988$2.53M0.32%+88313F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.6,980$2.53M2.33%13F-HRTimeline
Argent Advisors, Inc.6,979$2.53M0.94%-12113F-HRTimeline
SVB WEALTH LLC6,978$2.53M0.05%new13F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,968$2.53M0.29%013F-HRTimeline
BCM ADVISORS, LLC7,043$2.53M0.56%-1313F-HRTimeline
Court Place Advisors, LLC6,911$2.51M0.81%-70813F-HRTimeline
Schear Investment Advisers, LLC6,864$2.49M1.33%+23613F-HRTimeline
Slagle Financial, LLC6,858$2.49M1.12%+26013F-HRTimeline
DMKC Advisory Services, LLC6,829$2.48M2.25%13F-HRTimeline
STALEY CAPITAL ADVISERS INC6,800$2.47M0.11%013F-HRTimeline
Glen Eagle Advisors, LLC6,799$2.47M0.41%+45313F-HRTimeline
Hilton Capital Management, LLC6,783$2.46M0.21%013F-HRTimeline
Trueblood Wealth Management, LLC6,753$2.45M1.21%+20213F-HRTimeline
Stone Summit Wealth LLC6,752$2.45M0.82%+3113F-HRTimeline
Nemes Rush Group LLC6,745$2.45M0.3%+12313F-HRTimeline
RFG Advisory, LLC6,739$2.44M0.07%+23213F-HRTimeline
AAFMAA Wealth Management & Trust LLC6,735$2.44M1.07%-57313F-HRTimeline
CAPITAL & PLANNING, LLC6,724$2.44M1.78%13F-HRTimeline
TKG Advisors, LLC5,982$2.44M1.12%-32213F-HRTimeline
AR ASSET MANAGEMENT INC6,700$2.43M0.55%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,674$2.42M0.17%-213F-HRTimeline
Triangle Securities Wealth Management6,668$2.42M0.62%-30913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Walleye Capital LLCin group Walleye Capital LLC6,665$2.42M0.02%+6,55313F-HRTimelineGroup
Redmond Asset Management, LLC6,661$2.42M0.6%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,650$2.41M0.43%+6513F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP6,626$2.4M0.43%new13F-HRTimeline
Vivid Wealth Management, LLC6,608$2.4M1.21%+9013F-HRTimeline
AMG National Trust Bank6,606$2.4M0.07%+1313F-HRTimeline
Fairhaven Wealth Management, LLC6,580$2.39M0.75%+13113F-HRTimeline
HARBOUR INVESTMENTS, INC.6,559$2.38M0.07%+1113F-HRTimeline
Fort Point Capital Partners LLC6,553$2.38M0.27%-48413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,526$2.37M1.11%-19513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,921$2.36M0.13%+11713F-HRTimeline
44 WEALTH MANAGEMENT LLC6,508$2.36M0.91%-52613F-HRTimeline
Sargent Investment Group, LLC6,512$2.36M0.39%+48313F-HRTimeline
Spectrum Wealth Counsel, LLC6,507$2.36M0.28%+6,40713F-HRTimeline
AXQ CAPITAL, LP6,501$2.36M1.06%+4,41213F-HRTimeline
Greenfield Savings Bank6,489$2.35M1.13%-5513F-HRTimeline