Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Focus Financial Network, Inc.10,353$4.02M0.16%-51013F-HRTimeline
World Investment Advisors10,344$4.02M0.09%+1,25513F-HRTimeline
GAM Holding AGin group GAM Holding AG10,334$4.01M0.28%-4,49813F-HRTimelineGroup
Choate Investment Advisors10,329$4.01M0.09%+2,64813F-HRTimeline
Parallel Advisors, LLC10,318$4.01M0.08%+8813F-HRTimeline
McKinley Carter Wealth Services, Inc.10,307$4M0.22%+1,24713F-HRTimeline
Onex Canada Asset Management Inc.10,298$4M0.49%+17313F-HRTimeline
Zhang Financial LLC10,292$4M0.18%-19313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,290$3.99M0.34%+3313F-HRTimeline
LMG Wealth Partners, LLC10,283$3.99M0.82%+32413F-HRTimeline
Modern Wealth Management, LLC10,225$3.97M0.1%+813F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…10,220$3.97M1.47%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,182$3.95M0.28%-3,54813F-HRTimeline
Family Manage LLC10,178$3.95M0.6%+23413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC10,124$3.93M1.22%+15713F-HRTimeline
Kinloch Capital, LLC10,112$3.93M1.83%+12013F-HRTimeline
Mattern Wealth Management LLC10,083$3.91M0.81%-2013F-HRTimeline
LOWE BROCKENBROUGH & CO INC10,060$3.91M0.22%+2,25513F-HRTimeline
NorthRock Partners, LLC10,041$3.9M0.1%-30713F-HR/ATimeline
Finer Wealth Management, Inc.10,041$3.9M2.08%+36113F-HRTimeline
Fisher Funds Management LTD10,023$3.89M0.09%013F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.10,000$3.88M0.1%new13F-HRTimeline
Stonegate Investment Group, LLC9,997$3.88M0.1%+2,00513F-HRTimeline
Cynosure Group, LLC9,966$3.87M0.44%+6,09413F-HRTimeline
RB Capital Management, LLC9,961$3.87M0.88%+25913F-HRTimeline
Capital Asset Advisory Services LLC9,871$3.86M0.18%-3,44913F-HRTimeline
First Dallas Securities Inc.9,939$3.86M1.53%+8513F-HRTimeline
Verdence Capital Advisors LLC9,912$3.85M0.26%-50313F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC9,880$3.84M2.15%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,779$3.8M0.71%+30113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC9,760$3.79M0.02%+1,13113F-HRTimelineGroup
Evercore Wealth Management, LLC9,724$3.77M0.06%+24013F-HRTimeline
DT Investment Partners, LLC9,695$3.76M0.34%-75313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,691$3.76M0.05%+8213F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.9,690$3.76M0.67%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding9,658$3.75M-229Timeline
Hartford Financial Management Inc.9,630$3.74M1.02%-12,30113F-HRTimeline
CUMBERLAND ADVISORS INC9,550$3.71M1.56%-313F-HRTimeline
Iowa State Bank9,456$3.67M0.73%-2,76413F-HRTimeline
Compagnie Lombard Odier SCmA9,447$3.67M0.05%013F-HRTimeline
HBK Sorce Advisory LLC9,440$3.66M0.1%+3113F-HRTimeline
1ST SOURCE BANK9,434$3.66M0.2%+13113F-HRTimeline
Curi Capital, LLC9,295$3.61M0.07%+7,25713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,294$3.61M0.08%-1,25813F-HRTimelineGroup
Pinnacle Holdings, LLC9,288$3.61M1.3%+75213F-HRTimeline
SeaCrest Wealth Management, LLC9,283$3.6M0.39%-47213F-HRTimeline
V-Square Quantitative Management LLC9,250$3.59M0.48%-21713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,206$3.57M1.64%-5613F-HRTimeline
Buckley Wealth Management, LLC9,190$3.57M1.07%013F-HRTimeline
Advisors Asset Management, Inc.9,154$3.55M0.06%-1,43013F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,152$3.55M0.71%-7013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC9,147$3.55M0.62%+34713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,115$3.54M0.26%+23113F-HRTimeline
Brendel Financial Advisors LLC9,072$3.52M1.97%new13F-HRTimeline
Nilsine Partners, LLC9,064$3.52M0.36%-64913F-HRTimeline
AIRE ADVISORS, LLC9,042$3.51M0.68%+2513F-HRTimeline
Palisade Asset Management, LLC9,007$3.5M0.35%-34013F-HRTimeline
Mill Capital Management, LLC8,999$3.49M0.27%013F-HRTimeline
B. Riley Wealth Advisors, Inc.8,999$3.49M0.17%-17,16813F-HRTimeline
South Dakota Investment Council8,964$3.48M0.07%013F-HRTimeline
Graypoint LLC8,918$3.46M0.19%+66013F-HRTimeline
Douglass Winthrop Advisors, LLC8,885$3.45M0.06%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,761$3.44M0.09%+1213F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding8,336$3.43M+952Timeline
Ramirez Asset Management, Inc.8,840$3.43M0.52%+5,45013F-HRTimeline
Cannon Advisors, Inc.8,791$3.41M2.75%-14113F-HRTimeline
Davidson Capital Management Inc.8,789$3.41M0.82%+28913F-HRTimeline
BOWEN HANES & CO INC8,784$3.41M0.09%-16,62513F-HRTimeline
Cornell Pochily Investment Advisors, In…8,783$3.41M1.12%+32513F-HRTimeline
Baldwin Investment Management, LLC8,777$3.41M0.41%-21313F-HRTimeline
Brooklyn Investment Group8,731$3.39M0.44%+5,14913F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,714$3.38M0.15%+98313F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.8,710$3.38M0.48%+2013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…8,982$3.35M0.05%-2,75313F-HRTimelineGroup
Symphony Financial, Ltd. Co.12,964$3.32M0.44%+6,74713F-HR/ATimeline
Gould Capital, LLC8,542$3.32M2.22%+14213F-HRTimeline
Hanson & Doremus Investment Management8,526$3.31M0.44%+18413F-HRTimeline
Factor Wealth Management LTD8,515$3.31M0.9%+913F-HRTimeline
COZAD ASSET MANAGEMENT INC8,421$3.27M0.29%+2,44713F-HR/ATimeline
Point72 (DIFC) Ltd8,401$3.26M0.26%new13F-HRTimeline
Naviter Wealth, LLC8,370$3.25M0.4%-20713F-HRTimeline
CWA Asset Management Group, LLC8,368$3.25M0.14%-5,35713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,347$3.24M0.12%-10313F-HRTimeline
River Street Advisors LLC8,318$3.23M1.39%-20413F-HRTimeline
Radnor Capital Management, LLC8,312$3.23M0.51%013F-HRTimeline
Stenger Family Office, LLC7,411$3.22M0.83%13F-HRTimeline
Penobscot Investment Management Company…8,255$3.2M0.27%-66013F-HRTimeline
Foundations Investment Advisors, LLC8,253$3.2M0.05%-59113F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS8,243$3.2M0.06%-32213F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,232$3.2M0.16%+4,19913F-HRTimeline
Hudock, Inc.8,219$3.19M0.51%+613F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,212$3.19M0.78%013F-HRTimeline
Boltwood Capital Management8,211$3.19M0.91%+1613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC8,136$3.16M0.01%-19,43913F-HRTimeline
Focused Wealth Management, Inc8,133$3.16M0.39%+17113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA8,049$3.14M0.09%+51913F-HRTimelineGroup
L & S Advisors Inc8,029$3.12M0.31%-4,44413F-HRTimeline
RFG Advisory, LLC8,004$3.11M0.07%+1,14113F-HRTimeline
MIdWestOne Financial Group, Inc.7,987$3.1M0.4%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,974$3.1M0.18%+33513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC7,956$3.09M0.27%+8813F-HRTimeline
ADIRONDACK TRUST CO7,912$3.07M1.12%-4113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,039$3.06M0.04%+2,67113F-HRTimelineGroup
Fruth Investment Management7,878$3.06M0.83%-2013F-HRTimeline
Loudon Investment Management, LLC7,876$3.06M1.69%-1213F-HRTimeline
Wedmont Private Capital7,573$3.05M0.13%+42513F-HRTimeline
Jaffetilchin Investment Partners, LLC7,830$3.04M0.2%-2,88613F-HRTimeline
Field & Main Bank7,816$3.03M0.99%-4113F-HRTimeline
Stamos Capital Partners, L.P.7,815$3.03M0.54%+1,16413F-HRTimeline
Gifford Fong Associates7,800$3.03M0.7%013F-HRTimeline
Teamwork Financial Advisors, LLC7,781$3.02M0.37%-4,04213F-HRTimeline
Oxbow Advisors, LLC7,768$3.02M0.33%013F-HRTimeline
BCM ADVISORS, LLC7,001$3.01M0.64%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC7,729$3M0.04%-18913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC7,721$3M1.32%-313F-HRTimeline
DIVERSIFIED TRUST CO7,694$2.99M0.07%-2,84813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.7,691$2.99M0.13%-4613F-HRTimeline
Sargent Investment Group, LLC6,976$2.98M0.4%+7013F-HRTimeline
Cambridge Advisors Inc.7,684$2.98M0.62%-1,68013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,680$2.98M1.41%-43513F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,678$2.98M1.58%+1513F-HRTimeline
Argent Advisors, Inc.7,643$2.97M0.92%+32413F-HRTimeline
HARBOUR INVESTMENTS, INC.7,642$2.97M0.08%+1,20013F-HRTimeline
OARSMAN CAPITAL, INC.7,609$2.95M0.46%+2813F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding7,605$2.95M+1,344Timeline
Valley Brook Capital Group, Inc.7,596$2.95M2.21%-20513F-HRTimeline
Exchange Bank7,575$2.94M2.33%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,566$2.94M1.36%+613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH7,561$2.94M0.31%13F-HR/ATimeline
D. SCOTT NEAL, INC.7,549$2.93M1.46%013F-HRTimeline
Indiana Trust & Investment Management Co7,549$2.93M0.97%+9513F-HRTimeline
Old Port Advisors7,548$2.93M0.8%-17613F-HRTimeline
Fairfield Financial Advisors, LTD7,545$2.93M1.03%-1,41413F-HRTimeline
Ballentine Partners, LLC7,525$2.92M0.04%-76613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,475$2.9M0.19%+1,82413F-HRTimelineGroup
PARK NATIONAL CORP /OH/7,454$2.89M0.1%-76813F-HRTimeline
Tyche Wealth Partners LLC7,440$2.89M0.58%+3113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,429$2.88M0.3%+9213F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC7,662$2.88M0.55%+3,82513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,401$2.87M0.04%+22413F-HRTimelineGroup
Accurate Wealth Management, LLC7,031$2.87M0.44%+82013F-HRTimeline
Gladstone Institutional Advisory LLC7,385$2.87M0.12%+43713F-HRTimeline
Delta Global Management LP7,280$2.83M0.19%new13F-HRTimeline
Legacy Bridge, LLC7,272$2.82M1.34%+30013F-HRTimeline
G&S Capital LLC7,249$2.81M1.12%-4413F-HRTimeline
Beacon Bank & Trust7,246$2.81M0.64%-11013F-HRTimeline
Ignite Planners, LLC6,772$2.8M0.49%+11113F-HR/ATimeline
Westerkirk Capital Inc.7,210$2.8M0.35%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,209$2.8M0.01%-12,40513F-HRTimelineGroup
Columbia Bank7,072$2.79M0.85%-13013F-HRTimeline
Stone Summit Wealth LLC7,177$2.79M0.86%+10013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,161$2.78M0.23%+1,03113F-HRTimeline
Vivid Wealth Management, LLC7,155$2.78M1.22%+12813F-HRTimeline
Dorsey & Whitney Trust CO LLC7,124$2.77M0.15%-41513F-HRTimeline
Old Mission Investment Co LLC7,103$2.76M0.75%+45313F-HRTimeline
LGT Fund Management Co Ltd.7,071$2.75M0.24%+1,82213F-HRTimeline
Cross Staff Investments Inc7,066$2.74M2.04%013F-HRTimeline
CAPITAL & PLANNING, LLC7,045$2.73M1.86%-7413F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.7,030$2.73M2.19%+1913F-HRTimeline
Great Lakes Retirement, Inc.6,984$2.71M0.32%+29113F-HRTimeline
Arete Wealth Advisors, LLC6,977$2.71M0.19%-2,08613F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,968$2.71M0.3%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,956$2.7M0.08%-58013F-HRTimeline
Modera Wealth Management, LLC6,951$2.7M0.03%-213F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP6,944$2.7M0.71%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,941$2.69M0.44%+1513F-HRTimeline
Nemes Rush Group LLC6,923$2.69M0.29%+30413F-HRTimeline
Schear Investment Advisers, LLC6,904$2.68M1.33%-7713F-HRTimeline
HENNESSY ADVISORS INC6,900$2.68M0.09%-10013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC6,875$2.67M0.11%-94213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,808$2.65M-11Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC6,807$2.64M0.02%+96013F-HR/ATimelineGroup
Qtron Investments LLC6,807$2.64M0.34%-1,40913F-HRTimeline
BRIGHTON JONES LLC6,805$2.64M0.07%-62613F-HRTimeline
OSTRUM ASSET MANAGEMENT6,803$2.64M0.12%-19613F-HRTimeline
STALEY CAPITAL ADVISERS INC6,800$2.64M0.11%013F-HRTimeline
Greenfield Savings Bank6,717$2.61M1.18%+7113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,700$2.6M0.41%013F-HRTimeline
AR ASSET MANAGEMENT INC6,700$2.6M0.58%013F-HRTimeline
First Horizon Advisors, Inc.6,694$2.6M0.07%-1,22713F-HRTimeline
Southeast Asset Advisors, LLC6,629$2.57M0.31%+313F-HRTimeline
Court Place Advisors, LLC6,615$2.57M0.81%-2013F-HRTimeline
SUMITOMO LIFE INSURANCE CO6,599$2.56M0.17%-41013F-HRTimeline
Gen-Wealth Partners Inc6,595$2.56M0.99%+19513F-HRTimeline
AMG National Trust Bank6,591$2.56M0.07%+4513F-HRTimeline
Compton Wealth Advisory Group, LLC6,533$2.54M0.64%+9313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,515$2.53M0.2%+13013F-HRTimeline
Coastline Trust Co6,506$2.53M0.29%-1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JBR Co Financial Management Inc6,497$2.52M1.25%-1,11513F-HRTimeline
Shepherd Financial Partners LLC6,481$2.52M0.27%+813F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS6,465$2.51M0.1%-1,62813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TKG Advisors, LLC6,448$2.5M1.12%+6613F-HRTimeline
OSSIAM6,434$2.5M0.03%+6,15313F-HRTimeline
SYON CAPITAL LLC6,426$2.49M0.17%-14013F-HRTimeline
Avantax Planning Partners, Inc.6,422$2.49M0.08%+1613F-HRTimeline
Trust Investment Advisors6,422$2.49M1.51%-34513F-HRTimeline
REXFORD CAPITAL INC6,408$2.49M2.06%13F-HRTimeline
Dana Investment Advisors, Inc.6,401$2.48M0.08%+60113F-HRTimeline
Heritage Wealth Management, Inc.6,392$2.48M0.8%-24613F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC6,371$2.47M0.15%-59013F-HRTimeline