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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Onex Canada Asset Management Inc.10,125$3.34M0.43%-2813F-HRTimeline
Mattern Wealth Management LLC10,103$3.33M0.74%+62513F-HRTimeline
Fisher Funds Management LTD10,023$3.31M0.08%013F-HRTimeline
Kinloch Capital, LLC9,992$3.3M1.58%-60513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,967$3.29M1.1%+84213F-HRTimeline
LMG Wealth Partners, LLC9,959$3.28M0.73%+6713F-HRTimeline
Family Manage LLC9,944$3.28M0.54%+40613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding9,887$3.26M-1,021Timeline
DELTA CAPITAL MANAGEMENT LLC9,880$3.26M1.89%+8,88013F-HRTimeline
First Dallas Securities Inc.9,854$3.25M1.36%-1413F-HRTimeline
SeaCrest Wealth Management, LLC9,755$3.22M0.36%+12313F-HRTimeline
Nilsine Partners, LLC9,713$3.2M0.35%-8513F-HRTimeline
RB Capital Management, LLC9,702$3.2M0.78%-4413F-HRTimeline
Finer Wealth Management, Inc.9,680$3.19M1.91%+25113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,609$3.17M0.04%-74213F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL9,604$3.17M0.57%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,587$3.16M0.09%+413F-HRTimeline
CUMBERLAND ADVISORS INC9,553$3.15M1.43%-29713F-HRTimeline
Evercore Wealth Management, LLC9,484$3.13M0.05%-68313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,478$3.13M0.65%+113F-HRTimeline
V-Square Quantitative Management LLC9,467$3.12M0.46%+45913F-HRTimeline
Compagnie Lombard Odier SCmA9,447$3.12M0.04%-11,30413F-HRTimeline
HBK Sorce Advisory LLC9,409$3.1M0.09%+9313F-HRTimeline
PROFUND ADVISORS LLC9,395$3.1M0.13%-76313F-HRTimeline
Cambridge Advisors Inc.9,364$3.09M0.68%013F-HRTimeline
Palisade Asset Management, LLC9,347$3.08M0.32%-3513F-HRTimeline
1ST SOURCE BANK9,303$3.07M0.18%+4413F-HRTimeline
SevenBridge Financial Group, LLC8,954$3.07M0.6%+2,55013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,970$3.06M0.32%-3513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,262$3.05M1.45%+413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,222$3.04M0.64%-1013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,192$3.03M0.09%+1,02213F-HRTimelineGroup
Buckley Wealth Management, LLC9,190$3.03M0.94%013F-HRTimeline
World Investment Advisors9,089$3M0.08%-1,23813F-HRTimeline
Arete Wealth Advisors, LLC9,063$2.99M0.23%+1,91613F-HRTimeline
McKinley Carter Wealth Services, Inc.9,060$2.99M0.18%-9413F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,025$2.98M0.2%+66213F-HRTimeline
AIRE ADVISORS, LLC9,017$2.97M0.63%-20013F-HRTimeline
Mill Capital Management, LLC8,999$2.97M0.24%-73813F-HRTimeline
Baldwin Investment Management, LLC8,990$2.96M0.36%+1,19513F-HRTimeline
South Dakota Investment Council8,964$2.96M0.06%013F-HRTimeline
Fairfield Financial Advisors, LTD8,959$2.95M1.11%+1,68613F-HRTimeline
Cannon Advisors, Inc.8,932$2.95M2.71%-28313F-HRTimeline
Penobscot Investment Management Company…8,915$2.94M0.28%-6013F-HRTimeline
Douglass Winthrop Advisors, LLC8,885$2.93M0.06%-1713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,884$2.93M0.24%+4,79413F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.8,878$2.93M1.9%-3813F-HRTimeline
AlphaQuest LLC8,859$2.92M0.32%+7,12613F-HRTimeline
Foundations Investment Advisors, LLC8,844$2.92M0.05%+1,15713F-HRTimeline
HITE Hedge Asset Management LLC8,817$2.91M0.18%-2,36013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC8,800$2.9M0.62%-1,00013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP8,767$2.89M0.21%013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,749$2.89M0.08%-40613F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.8,690$2.87M0.43%-7313F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC8,676$2.86M0.02%+4,40413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,629$2.85M0.01%-3,32913F-HRTimelineGroup
Naviter Wealth, LLC8,577$2.83M0.34%+4013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS8,565$2.82M0.06%+6613F-HRTimelineGroup
Pinnacle Holdings, LLC8,536$2.82M1.07%-41513F-HRTimeline
River Street Advisors LLC8,522$2.81M1.39%013F-HRTimeline
Factor Wealth Management LTD8,506$2.81M0.86%+913F-HRTimeline
Davidson Capital Management Inc.8,500$2.8M0.76%-1,16713F-HRTimeline
MUFG SECURITIES AMERICAS INC.8,460$2.79M0.32%+1,33213F-HRTimeline
Cornell Pochily Investment Advisors, In…8,458$2.79M0.98%+4113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,450$2.79M0.12%-119,96813F-HR/ATimeline
Horizon Investments, LLC8,478$2.78M0.08%+21113F-HRTimeline
Gould Capital, LLC8,400$2.77M1.94%-12113F-HRTimeline
Bernard Wealth Management Corp.8,390$2.77M1.35%+5413F-HRTimeline
Hanson & Doremus Investment Management8,342$2.75M0.4%-3513F-HRTimeline
Keeler Thomas Management LLC8,323$2.74M1.34%-7,12413F-HRTimeline
Radnor Capital Management, LLC8,312$2.74M0.46%013F-HRTimeline
Ballentine Partners, LLC8,291$2.73M0.05%-19513F-HRTimeline
Graypoint LLC8,258$2.72M0.17%-2,40813F-HRTimeline
Tradewinds, LLC.8,252$2.72M0.77%+1613F-HRTimeline
CAPITAL GROUP INVESTMENT MANAGEMENT PTE…in group CAPITAL GROUP INVESTMENT MANA…8,246$2.72M0.56%-8,79313F-HRTimelineGroup
PARK NATIONAL CORP /OH/8,222$2.71M0.1%-7613F-HRTimeline
Qtron Investments LLC8,216$2.71M0.41%-37113F-HRTimeline
Hudock, Inc.8,213$2.71M0.47%-1,09813F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,212$2.71M0.73%-2,01513F-HRTimeline
SHELL ASSET MANAGEMENT CO8,195$2.7M0.13%-27213F-HRTimeline
Boltwood Capital Management8,195$2.7M0.82%-4013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.8,115$2.68M1.32%+52513F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS8,093$2.67M0.11%-1,90313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonegate Investment Group, LLC7,992$2.64M0.07%-7113F-HRTimeline
MIdWestOne Financial Group, Inc.7,987$2.63M0.37%+6813F-HRTimeline
Focused Wealth Management, Inc7,962$2.63M0.36%+22413F-HRTimeline
ADIRONDACK TRUST CO7,953$2.62M1.02%-13413F-HRTimeline
First Horizon Advisors, Inc.7,921$2.61M0.07%-4613F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC7,918$2.61M0.03%-2513F-HRTimeline
Fruth Investment Management7,898$2.6M0.72%-513F-HRTimeline
Loudon Investment Management, LLC7,888$2.6M1.49%-10013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC7,868$2.59M0.27%new13F-HRTimeline
Field & Main Bank7,857$2.59M0.91%-2413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,829$2.58M0.16%-13613F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC7,817$2.58M0.11%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,805$2.57M0.17%+413F-HRTimeline
Valley Brook Capital Group, Inc.7,801$2.57M2.02%-12913F-HRTimeline
Gifford Fong Associates7,800$2.57M0.64%013F-HRTimeline
Oxbow Advisors, LLC7,768$2.56M0.27%-7613F-HRTimeline
PRIVATE TRUST CO NA7,762$2.56M0.26%-69113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.7,737$2.55M0.12%-3,10613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,731$2.55M0.12%-61413F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC7,731$2.55M0.7%+43213F-HRTimeline
Old Port Advisors7,724$2.55M0.76%-15013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC7,724$2.55M1.18%+1013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,711$2.54M0.41%+53213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD7,704$2.54M0.56%+6,77613F-HRTimelineGroup
Choate Investment Advisors7,681$2.53M0.06%+24413F-HRTimeline
Leonteq Securities AG7,727$2.53M0.19%+1,77613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,663$2.53M1.49%+4513F-HRTimeline
Pine Valley Investments Ltd Liability Co7,639$2.52M0.16%+12813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,622$2.51M1.39%+18713F-HRTimeline
JBR Co Financial Management Inc7,612$2.51M1.47%013F-HRTimeline
OARSMAN CAPITAL, INC.7,581$2.5M0.45%+16813F-HRTimeline
Exchange Bank7,575$2.5M2.02%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,560$2.49M1.26%-7513F-HRTimeline
D. SCOTT NEAL, INC.7,549$2.49M1.38%013F-HRTimeline
Dorsey & Whitney Trust CO LLC7,539$2.49M0.14%+8613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,536$2.49M0.08%-25913F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA7,530$2.48M0.08%-90613F-HR/ATimelineGroup
Linden Thomas Advisory Services, LLC7,489$2.47M0.32%+50113F-HRTimeline
Indiana Trust & Investment Management Co7,454$2.46M0.89%+15513F-HRTimeline
Rollins Financial Advisors, LLC7,440$2.45M0.43%+24213F-HR/ATimeline
BRIGHTON JONES LLC7,431$2.45M0.08%+2213F-HRTimeline
Tyche Wealth Partners LLC7,409$2.44M0.53%+17213F-HRTimeline
Beacon Bank & Trust7,356$2.43M0.59%-14613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,337$2.42M0.27%-6,37613F-HRTimelineGroup
Core Wealth Advisors, Inc.7,333$2.42M0.77%-90613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,324$2.42M1.35%013F-HRTimeline
Argent Advisors, Inc.7,319$2.41M0.81%+34013F-HRTimeline
G&S Capital LLC7,293$2.41M1.02%+17213F-HRTimeline
Glen Eagle Advisors, LLC7,209$2.38M0.39%+41013F-HRTimeline
Columbia Bank7,202$2.38M0.82%-7213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,177$2.37M0.04%+12913F-HRTimelineGroup
Fieldview Capital Management, LLC7,160$2.36M0.33%-83013F-HRTimeline
CAPITAL & PLANNING, LLC7,119$2.35M1.74%+39513F-HRTimeline
Stone Summit Wealth LLC7,077$2.33M0.79%+32513F-HRTimeline
Cross Staff Investments Inc7,066$2.33M1.76%-3813F-HRTimeline
Vivid Wealth Management, LLC7,027$2.32M1.16%+41913F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.7,011$2.31M2.14%+3113F-HRTimeline
SUMITOMO LIFE INSURANCE CO7,009$2.31M0.08%-10813F-HRTimeline
HENNESSY ADVISORS INC7,000$2.31M0.08%-1,60013F-HRTimeline
OSTRUM ASSET MANAGEMENT6,999$2.31M0.12%+1,75113F-HRTimeline
Schear Investment Advisers, LLC6,981$2.3M1.33%+11713F-HRTimeline
Legacy Bridge, LLC6,972$2.3M1.28%-17613F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,968$2.3M0.28%013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC6,961$2.3M0.16%-4313F-HRTimeline
Modera Wealth Management, LLC6,953$2.29M0.03%-17113F-HRTimeline
Gladstone Institutional Advisory LLC6,948$2.29M0.11%-2,42413F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,926$2.28M0.41%+27613F-HRTimeline
CERTUITY, LLC6,914$2.28M0.24%+87813F-HRTimeline
Sargent Investment Group, LLC6,906$2.28M0.36%+39413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding7,384$2.28M+233Timeline
BCM ADVISORS, LLC7,001$2.27M0.51%-4213F-HRTimeline
Triangle Securities Wealth Management6,869$2.27M0.58%+20113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RFG Advisory, LLC6,863$2.26M0.06%+12413F-HRTimeline
Slagle Financial, LLC6,828$2.25M1%-3013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,819$2.25M+763Timeline
DMKC Advisory Services, LLC6,814$2.25M2.02%-1513F-HRTimeline
STALEY CAPITAL ADVISERS INC6,800$2.24M0.1%013F-HRTimeline
CHAPIN DAVIS, INC.6,786$2.24M0.76%-38413F-HRTimeline
Trueblood Wealth Management, LLC6,786$2.24M1.04%+3313F-HRTimeline
Trust Investment Advisors6,767$2.23M1.44%-45413F-HRTimeline
Aigen Investment Management, LP6,710$2.21M0.35%new13F-HRTimeline
AR ASSET MANAGEMENT INC6,700$2.21M0.5%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,700$2.21M0.38%+77513F-HRTimeline
Great Lakes Retirement, Inc.6,693$2.21M0.29%+33013F-HRTimeline
Redmond Asset Management, LLC6,661$2.2M0.57%013F-HRTimeline
Stamos Capital Partners, L.P.6,651$2.19M0.57%-95913F-HRTimeline
Old Mission Investment Co LLC6,650$2.19M0.66%+22513F-HRTimeline
Greenfield Savings Bank6,646$2.19M1.08%+15713F-HRTimeline
Heritage Wealth Management, Inc.6,638$2.19M0.75%-43713F-HRTimeline
Court Place Advisors, LLC6,635$2.19M0.73%-27613F-HRTimeline
Southeast Asset Advisors, LLC6,626$2.19M0.27%+3,00413F-HRTimeline
Nemes Rush Group LLC6,619$2.18M0.28%-12613F-HRTimeline
MFG WEALTH MANAGEMENT, INC.6,589$2.17M2.08%+22613F-HRTimeline
CGN Advisors LLC6,588$2.17M0.21%+17313F-HRTimeline
SYON CAPITAL LLC6,566$2.17M0.18%+51313F-HRTimeline
AMG National Trust Bank6,546$2.16M0.06%-6013F-HRTimeline
Coastline Trust Co6,521$2.15M0.27%+23413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Shepherd Financial Partners LLC6,473$2.13M0.25%+57913F-HRTimeline
Portman Square Capital LLP6,464$2.13M0.29%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,442$2.12M0.06%-11713F-HRTimeline
Insight Wealth Strategies, LLC6,441$2.12M0.29%+2913F-HRTimeline
Compton Wealth Advisory Group, LLC6,440$2.12M0.59%-88613F-HRTimeline
Avantax Planning Partners, Inc.6,406$2.11M0.07%+13913F-HRTimeline
Gen-Wealth Partners Inc6,400$2.11M0.88%+31113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,385$2.11M0.19%+94413F-HRTimeline
TKG Advisors, LLC6,382$2.1M1.04%+40013F-HRTimeline
Wedmont Private Capital7,148$2.1M0.11%-18313F-HRTimeline
44 WEALTH MANAGEMENT LLC6,357$2.1M0.79%-15113F-HRTimeline
Ignite Planners, LLC6,661$2.09M0.41%+53813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,300$2.08M0.28%new13F-HRTimelineGroup
Fort Point Capital Partners LLC6,311$2.08M0.23%-24213F-HRTimeline
Good Life Advisors, LLC6,305$2.08M0.15%+2613F-HRTimeline
Ellis Investment Partners, LLC6,304$2.08M0.43%-75613F-HRTimeline
Checchi Capital Advisers, LLC6,277$2.07M0.15%+11513F-HRTimeline
CNB Bank6,271$2.07M1.05%+35013F-HRTimeline
Parkside Financial Bank & Trust6,267$2.07M0.26%+29513F-HRTimeline
Greater Midwest Financial Group, LLC6,262$2.07M1.44%+32713F-HRTimeline