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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers
3,102
13F filers
3,151
New
266
Added
1,149
Reduced
1,200
Sold out
121
Shares held by filers
333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,872$4.71M0.05%+18113F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC9,870$4.71M2.43%-1013F-HRTimeline
IHT Wealth Management, LLC9,856$4.71M0.12%-2,10413F-HRTimeline
Voleon Capital Management LP9,855$4.7M0.11%+6,17413F-HRTimeline
Ramirez Asset Management, Inc.9,850$4.7M0.65%+1,01013F-HRTimeline
Mattern Wealth Management LLC9,833$4.69M0.94%-25013F-HRTimeline
Family Manage LLC9,795$4.67M0.65%-38313F-HRTimeline
DAVIS R M INC9,759$4.66M0.08%+6,07413F-HRTimeline
Evercore Wealth Management, LLC9,733$4.64M0.07%+913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,711$4.63M0.11%+95013F-HRTimelineGroup
Stenger Family Office, LLC8,784$4.63M0.95%+1,37313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding9,658$4.61M0Timeline
Curi Capital, LLC9,641$4.6M0.08%+34613F-HRTimeline
1ST SOURCE BANK9,617$4.59M0.24%+18313F-HRTimeline
Parallel Advisors, LLC9,586$4.57M0.08%-73213F-HRTimeline
CUMBERLAND ADVISORS INC9,550$4.56M1.75%013F-HRTimeline
Wells Trecaso Financial Group, LLC9,548$4.56M2.17%-7,56113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC9,491$4.53M0.03%-26913F-HRTimelineGroup
PROFUND ADVISORS LLC9,477$4.52M0.15%-1,21513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,458$4.51M0.81%13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP9,413$4.49M0.28%+6,41313F-HR/ATimelineGroup
JACKSON SQUARE CAPITAL, LLC9,381$4.48M0.98%-1,91613F-HRTimeline
Hartford Financial Management Inc.9,363$4.47M1.18%-26713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,257$4.46M+921Timeline
Cannon Advisors, Inc.8,575$4.46M3%-21613F-HRTimeline
Brendel Financial Advisors LLC9,314$4.44M2.28%+24213F-HRTimeline
United Capital Management of KS, Inc.9,294$4.43M0.6%-2,09113F-HRTimeline
Nilsine Partners, LLC9,276$4.43M0.4%+21213F-HRTimeline
Pinnacle Holdings, LLC9,250$4.41M1.54%-3813F-HRTimeline
Iowa State Bank9,223$4.4M0.84%-23313F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.9,198$4.39M2.43%-1,82513F-HRTimeline
Buckley Wealth Management, LLC9,150$4.37M1.2%-4013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,125$4.35M0.29%+1013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,097$4.34M0.82%-5513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,066$4.33M0.09%-22813F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.8,670$4.32M0.57%-4013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC9,039$4.31M0.54%-3,38113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,491$4.3M0.16%+6,86613F-HRTimelineGroup
Cornerstone Wealth Group, LLC8,993$4.29M0.29%+4,53013F-HRTimeline
MUFG Securities EMEA plc8,967$4.28M0.11%+7,57713F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC8,956$4.27M1.51%-2,39713F-HRTimeline
B. Riley Wealth Advisors, Inc.8,897$4.25M0.2%-10213F-HRTimeline
LITTLE HOUSE CAPITAL LLC8,873$4.23M0.97%+2,60113F-HRTimeline
LGT Fund Management Co Ltd.8,778$4.22M0.34%+1,70713F-HRTimeline
Douglass Winthrop Advisors, LLC8,821$4.21M0.07%-6413F-HRTimeline
Mill Capital Management, LLC8,799$4.2M0.31%-20013F-HRTimeline
SeaCrest Wealth Management, LLC8,314$4.17M0.44%-96913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,736$4.17M1.78%-47013F-HRTimeline
Penobscot Investment Management Company…8,709$4.16M0.32%+45413F-HRTimeline
Davidson Capital Management Inc.8,674$4.14M0.92%-11513F-HRTimeline
Palisade Asset Management, LLC8,673$4.14M0.38%-33413F-HRTimeline
Baldwin Investment Management, LLC8,582$4.09M0.47%-19513F-HRTimeline
MARVIN & PALMER ASSOCIATES INC7,033$4.06M3.02%new13F-HRTimeline
Factor Wealth Management LTD8,476$4.04M1.01%-3913F-HRTimeline
BRIGHTON JONES LLC8,475$4.04M0.1%+1,67013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,466$4.04M1.21%-31713F-HRTimeline
Naviter Wealth, LLC8,451$4.03M0.47%+8113F-HRTimeline
Edgestream Partners, L.P.8,446$4.03M0.12%-3,28413F-HRTimeline
Indiana Trust & Investment Management Co8,434$4.02M1.22%+88513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,416$4.02M0.14%+6913F-HRTimeline
Hudock, Inc.8,411$4.01M0.61%+19213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,400$4.01M0.16%-31413F-HRTimelineGroup
Gould Capital, LLC8,356$3.99M2.47%-18613F-HRTimeline
CWA Asset Management Group, LLC8,331$3.97M0.15%-3713F-HRTimeline
Radnor Capital Management, LLC8,312$3.97M0.6%013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…8,306$3.96M0.15%new13F-HRTimelineGroup
Focused Wealth Management, Inc8,305$3.96M0.43%+17213F-HRTimeline
COZAD ASSET MANAGEMENT INC8,275$3.95M0.31%-14613F-HRTimeline
Wedmont Private Capital8,084$3.93M0.15%+51113F-HRTimeline
Exchange Bank8,238$3.93M2.73%+66313F-HRTimeline
River Street Advisors LLC8,210$3.92M1.52%-10813F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA8,210$3.91M0.1%+16113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,133$3.88M0.01%+92413F-HRTimelineGroup
Financial Enhancement Group LLC7,725$3.88M0.52%+6,97213F-HRTimeline
Compagnie Lombard Odier SCmA8,110$3.87M0.04%-1,33713F-HRTimeline
Columbia Bank7,203$3.85M1.08%+13113F-HRTimeline
Hanson & Doremus Investment Management8,036$3.83M0.48%-49013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,023$3.83M0.09%+38113F-HRTimeline
MIdWestOne Financial Group, Inc.8,007$3.82M0.46%+2013F-HRTimeline
Hamilton Capital Partners Inc.7,993$3.81M0.16%+7,03313F-HRTimeline
Boltwood Capital Management7,961$3.8M1.01%-25013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,898$3.77M0.2%-7613F-HRTimeline
ADIRONDACK TRUST CO7,897$3.77M1.26%-1513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC7,888$3.76M0.3%-6813F-HRTimeline
Loudon Investment Management, LLC7,866$3.75M1.97%-1013F-HRTimeline
Argent Advisors, Inc.7,860$3.75M1.11%+21713F-HRTimeline
DT Investment Partners, LLC7,855$3.75M0.32%-1,84013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,853$3.75M0.28%+69213F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,837$3.74M0.86%-37513F-HRTimeline
DIVERSIFIED TRUST CO7,830$3.74M0.07%+13613F-HRTimeline
Accurate Wealth Management, LLC7,084$3.73M0.5%+5313F-HRTimeline
RFG Advisory, LLC7,812$3.73M0.08%-19213F-HRTimeline
Gifford Fong Associates7,800$3.72M0.78%013F-HRTimeline
South Dakota Investment Council7,784$3.71M0.07%-1,18013F-HRTimeline
Field & Main Bank7,768$3.71M1.09%-4813F-HRTimeline
Jaffetilchin Investment Partners, LLC7,765$3.7M0.22%-6513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.7,759$3.7M0.29%+6813F-HRTimeline
Tradewinds, LLC.7,742$3.69M0.9%new13F-HRTimeline
Fruth Investment Management7,738$3.69M1%-14013F-HRTimeline
BCM ADVISORS, LLC7,033$3.69M0.74%+3213F-HRTimeline
Old Mission Investment Co LLC7,687$3.67M0.89%+58413F-HRTimeline
Ballentine Partners, LLC7,651$3.65M0.05%+12613F-HRTimeline
Aaron Wealth Advisors LLC7,640$3.65M0.22%+2,52913F-HRTimeline
Gladstone Institutional Advisory LLC7,616$3.63M0.14%+23113F-HRTimeline
OARSMAN CAPITAL, INC.7,599$3.63M0.51%-1013F-HRTimeline
Valley Brook Capital Group, Inc.7,596$3.62M2.44%013F-HRTimeline
Foundations Investment Advisors, LLC7,595$3.62M0.05%-65813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,592$3.62M0.2%+2,36613F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.7,580$3.62M1.55%-10013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,566$3.61M1.54%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,552$3.6M0.05%+15113F-HRTimelineGroup
D. SCOTT NEAL, INC.7,549$3.6M1.67%013F-HRTimeline
Fairfield Financial Advisors, LTD7,470$3.56M1.2%-7513F-HRTimeline
Old Port Advisors7,463$3.56M0.9%-8513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,461$3.56M0.36%+3213F-HRTimelineGroup
Larson Financial Group LLC7,439$3.55M0.12%+1,64113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,425$3.54M+617Timeline
Tyche Wealth Partners LLC7,403$3.53M0.62%-3713F-HRTimeline
Great Lakes Retirement, Inc.7,396$3.53M0.39%+41213F-HRTimeline
RiverFront Investment Group, LLC7,363$3.52M0.06%+2,51313F-HRTimeline
IronBridge Private Wealth, LLC7,328$3.5M1.1%-5,58813F-HRTimeline
K.J. Harrison & Partners Inc7,125$3.5M0.5%+3,00013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,310$3.49M1.71%-1413F-HRTimeline
Chicago Capital, LLC7,274$3.47M0.09%+1,31513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,257$3.46M0.05%-61,38113F-HRTimelineGroup
Advisors Asset Management, Inc.7,249$3.46M0.06%-1,90513F-HR/ATimeline
Dorsey & Whitney Trust CO LLC7,206$3.44M0.18%+8213F-HRTimeline
Legacy Bridge, LLC7,202$3.44M1.43%-7013F-HRTimeline
Cambridge Advisors Inc.7,191$3.43M0.67%-49313F-HRTimeline
PARK NATIONAL CORP /OH/7,191$3.43M0.11%-26313F-HRTimeline
Arete Wealth Advisors, LLC7,189$3.43M0.21%+21213F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…7,157$3.42M1.42%new13F-HRTimelineGroup
Sargent Investment Group, LLC7,152$3.41M0.49%+17613F-HRTimeline
Cross Staff Investments Inc7,066$3.37M2.35%013F-HRTimeline
Cottage Street Advisors LLC7,027$3.36M1.43%+1,31913F-HRTimeline
CAPITAL & PLANNING, LLC7,037$3.36M2.07%-813F-HRTimeline
HENNESSY ADVISORS INC7,000$3.34M0.12%+10013F-HRTimeline
Triangle Securities Wealth Management6,977$3.33M0.75%+82613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Wealth, LLC5,848$3.33M0.05%+26613F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,968$3.32M0.35%013F-HRTimeline
Beacon Bank & Trust6,958$3.32M0.71%-28813F-HRTimeline
Stone Summit Wealth LLC6,951$3.32M0.94%-22613F-HRTimeline
Schear Investment Advisers, LLC6,948$3.32M1.48%+4413F-HRTimeline
Westerkirk Capital Inc.6,918$3.3M0.38%-29213F-HRTimeline
Brooklyn Investment Group8,577$3.3M0.45%-15413F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC6,912$3.3M0.1%-4413F-HRTimeline
Modera Wealth Management, LLC6,911$3.3M0.04%-4013F-HRTimeline
Nemes Rush Group LLC6,893$3.29M0.33%-3013F-HRTimeline
SYON CAPITAL LLC6,890$3.29M0.18%+46413F-HRTimeline
Granite Investment Partners, LLC6,889$3.29M0.19%+1,83513F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.6,851$3.27M2.4%-17913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC6,840$3.26M1.41%-88113F-HRTimeline
Compton Wealth Advisory Group, LLC6,810$3.25M0.75%+27713F-HRTimeline
COURIER CAPITAL LLC6,801$3.25M0.19%+2,41013F-HRTimeline
STALEY CAPITAL ADVISERS INC6,800$3.24M0.13%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC6,725$3.21M0.12%-15013F-HRTimeline
Gen-Wealth Partners Inc6,724$3.21M1.08%+12913F-HRTimeline
AR ASSET MANAGEMENT INC6,700$3.2M0.67%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,700$3.2M0.48%013F-HRTimeline
PFG Investments, LLC6,669$3.18M0.17%+44013F-HRTimeline
AdvisorNet Financial, Inc6,662$3.18M0.18%+84713F-HRTimeline
Oxbow Advisors, LLC6,644$3.17M0.29%-1,12413F-HRTimeline
CNB Bank6,643$3.17M1.32%+30413F-HRTimeline
Southeast Asset Advisors, LLC6,632$3.16M0.34%+313F-HRTimeline
Greenfield Savings Bank6,628$3.16M1.33%-8913F-HRTimeline
Court Place Advisors, LLC6,599$3.15M0.95%-1613F-HRTimeline
Ignite Planners, LLC6,594$3.15M0.52%-17813F-HRTimeline
AMG National Trust Bank6,586$3.14M0.08%-513F-HRTimeline
Xcel Wealth Management, LLC6,545$3.12M0.81%+2,58513F-HRTimeline
Coastline Trust Co6,530$3.12M0.33%+2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STEVENS CAPITAL MANAGEMENT LP6,529$3.12M0.41%+2,82113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,525$3.11M0.16%+48513F-HRTimeline
Weaver Capital Management LLC6,497$3.1M0.68%+46113F-HRTimeline
Massachusetts Wealth Management6,482$3.09M1.53%+22013F-HRTimeline
Shepherd Financial Partners LLC6,480$3.09M0.29%-113F-HRTimeline
Clark Capital Management Group, Inc.6,470$3.09M0.02%+98713F-HRTimeline
Trust Investment Advisors6,465$3.08M1.73%+4313F-HRTimeline
Vectors Research Management, LLC6,415$3.06M0.96%+3,75313F-HRTimeline
REXFORD CAPITAL INC6,395$3.05M2.36%-1313F-HRTimeline
SUMITOMO LIFE INSURANCE CO6,393$3.05M0.09%-20613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC6,382$3.05M0.01%-1,75413F-HRTimeline
Parkside Financial Bank & Trust6,357$3.03M0.23%+3113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,300$3.03M0.45%013F-HRTimelineGroup
BOS Asset Management, LLC6,343$3.03M0.85%+23613F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,167$3.03M0.81%+33113F-HRTimeline
JBR Co Financial Management Inc6,339$3.02M1.28%-15813F-HRTimeline
Avantax Planning Partners, Inc.6,336$3.02M0.09%-8613F-HRTimeline
RD Lewis Holdings, Inc.5,270$3.02M2.83%+8013F-HRTimeline
Smartleaf Asset Management LLC6,399$3.02M0.19%+1,88513F-HRTimeline
Heritage Wealth Management, Inc.6,321$3.02M0.89%-7113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,318$3.01M0.16%-1,15713F-HRTimelineGroup
CFC Planning Co LLC6,315$3.01M2.53%+33313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding6,301$3.01M-1,304Timeline
Allegheny Financial Group6,301$3.01M0.56%+1,13313F-HRTimeline
Heartland Bank & Trust Co6,275$2.99M1.24%+3,52713F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSgroup of 2 filers holding6,253$2.98M-1,990Timeline
Strategic Advisors LLC6,249$2.98M0.48%+7313F-HRTimeline
Ellis Investment Partners, LLC6,236$2.98M0.54%-7913F-HRTimeline
River Wealth Advisors LLC6,232$2.97M0.35%013F-HRTimeline
MONECO ADVISORS, LLC6,193$2.95M0.25%+8413F-HRTimeline