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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WHALEROCK POINT PARTNERS, LLC10,172$5.83M1.11%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding10,167$5.82M+509Timeline
Procyon Advisors, LLC10,163$5.82M0.29%-5013F-HRTimeline
Stenger Family Office, LLC10,077$5.77M1.19%+1,29313F-HRTimeline
Asset One Wealth Management LLC8,325$5.75M0.79%13F-HRTimeline
Finer Wealth Management, Inc.10,039$5.75M2.78%-12313F-HRTimeline
Sound View Wealth Advisors Group, LLC10,023$5.74M0.39%-38913F-HRTimeline
Fisher Funds Management LTD10,023$5.74M0.15%013F-HRTimeline
Graham Capital Management, L.P.10,000$5.73M0.2%new13F-HRTimeline
Alight Capital Management LP10,000$5.73M1.54%-5,00013F-HRTimeline
Members Trust Co9,986$5.72M0.19%-1,31513F-HRTimeline
Kinloch Capital, LLC9,979$5.72M2.46%-7913F-HRTimeline
TWINBEECH CAPITAL LP9,925$5.69M0.4%new13F-HRTimeline
WealthPlan Investment Management, LLC9,921$5.68M0.36%+4,45813F-HRTimeline
McKinley Carter Wealth Services, Inc.9,909$5.68M0.32%-14613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC9,727$5.67M0.02%-41,62413F-HRTimeline
Ramirez Asset Management, Inc.9,850$5.64M0.74%013F-HRTimeline
Hixon Zuercher, LLC9,825$5.63M1.71%-95113F-HRTimeline
BNP PARIBASin group BNP PARIBAS9,799$5.63M0.16%+4,11313F-HRTimelineGroup
Compagnie Lombard Odier SCmA9,810$5.62M0.06%+1,70013F-HRTimeline
Mattern Wealth Management LLC9,808$5.62M1.08%-2513F-HRTimeline
Onex Canada Asset Management Inc.9,805$5.62M0.78%-39013F-HRTimeline
ALERUS FINANCIAL NA9,801$5.61M0.27%+8,90713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,796$5.61M1.56%-17113F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,737$5.58M1.2%-42913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,717$5.57M0.42%-18513F-HRTimeline
LMG Wealth Partners, LLC9,703$5.56M1.04%-52313F-HRTimeline
GROUP ONE TRADING LLC9,694$5.55M0.16%+6,70813F-HRTimeline
DENALI ADVISORS LLC9,694$5.55M0.62%+8,07513F-HRTimeline
First Dallas Securities Inc.9,690$5.55M2.07%-20013F-HRTimeline
Verdence Capital Advisors LLC9,688$5.55M0.33%-1,87113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,675$5.54M0.33%-30413F-HRTimeline
Pinnacle Holdings, LLC9,657$5.53M1.87%+40713F-HRTimeline
Curi Capital, LLC9,620$5.51M0.1%-2113F-HRTimeline
1ST SOURCE BANK9,599$5.5M0.29%-1813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,551$5.47M0.11%-74613F-HRTimeline
Indiana Trust & Investment Management Co9,519$5.45M1.61%+1,08513F-HRTimeline
IHT Wealth Management, LLC9,499$5.45M0.13%-35713F-HRTimeline
Advisors Asset Management, Inc.9,501$5.44M0.09%+2,25213F-HR/ATimeline
CUMBERLAND ADVISORS INC9,500$5.44M2.06%-5013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC9,497$5.44M0.7%-8,83013F-HRTimeline
Hartford Financial Management Inc.9,493$5.44M1.41%+13013F-HRTimeline
M&G PLCin group M&G PLC9,444$5.41M0.03%-1,51613F-HRTimelineGroup
JACKSON SQUARE CAPITAL, LLC9,432$5.4M1.07%+5113F-HRTimeline
Mercuria Capital Strategies, LLC9,410$5.39M3.06%-5,08013F-HR/ATimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,378$5.37M0.84%-8013F-HRTimeline
RFG Advisory, LLC9,371$5.37M0.1%+1,55913F-HRTimeline
Choate Investment Advisors9,360$5.36M0.11%-1,63613F-HRTimeline
Capital Asset Advisory Services LLC8,600$5.36M0.22%-1,78713F-HRTimeline
Nilsine Partners, LLC9,333$5.35M0.46%+5713F-HRTimeline
Forty-three Eighteen Advisors, LLC9,312$5.33M4.14%13F-HRTimeline
Snowden Capital Advisors LLC9,306$5.33M0.14%-89613F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…9,306$5.33M0.06%-85213F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.8,612$5.32M0.69%-5813F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.9,244$5.3M0.15%-26,02513F-HRTimeline
Alberta Investment Management Corp9,200$5.27M0.03%-80013F-HR/ATimeline
Brendel Financial Advisors LLC9,192$5.27M2.59%-12213F-HRTimeline
Cornerstone Wealth Group, LLC9,159$5.25M0.36%+16613F-HRTimeline
Coastline Trust Co9,077$5.2M0.49%+2,54713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Iowa State Bank9,050$5.18M0.97%-17313F-HRTimeline
Douglass Winthrop Advisors, LLC9,049$5.18M0.09%+22813F-HRTimeline
Buckley Wealth Management, LLC8,995$5.15M1.37%-15513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,989$5.15M0.1%-7713F-HRTimelineGroup
Savvy Advisors, Inc.8,975$5.14M0.17%+2,96113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,967$5.14M0.94%-13013F-HRTimeline
Evercore Wealth Management, LLC8,956$5.13M0.08%-77713F-HRTimeline
RiverFront Investment Group, LLC8,915$5.11M0.08%+1,55213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,870$5.08M2.85%-1,00013F-HRTimeline
Financial Enhancement Group LLC7,871$5.08M0.66%+14613F-HRTimeline
B. Riley Wealth Advisors, Inc.8,843$5.07M0.24%-5413F-HRTimeline
PROFUND ADVISORS LLC8,821$5.05M0.15%-65613F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.8,799$5.04M2.81%-39913F-HRTimeline
Mill Capital Management, LLC8,799$5.04M0.36%013F-HRTimeline
United Capital Management of KS, Inc.8,751$5.01M0.7%-54313F-HR/ATimeline
NorthRock Partners, LLC8,744$5.01M0.08%-3,79613F-HRTimeline
TWIN CAPITAL MANAGEMENT INC8,743$5.01M0.62%-29613F-HRTimeline
Penobscot Investment Management Company…8,732$5M0.38%+2313F-HRTimeline
NewEdge Wealth, LLC8,709$4.99M0.06%+2,86113F-HRTimeline
PFG Investments, LLC8,700$4.98M0.23%+2,03113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,697$4.98M0.11%-1,01413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC8,631$4.94M0.16%+21513F-HRTimeline
Davidson Capital Management Inc.8,602$4.93M1.07%-7213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,599$4.93M2.09%-13713F-HRTimeline
Palisade Asset Management, LLC8,583$4.92M0.48%-9013F-HRTimeline
Cannon Advisors, Inc.7,651$4.89M3.45%-92413F-HRTimeline
Wedmont Private Capital8,187$4.88M0.17%+10313F-HRTimeline
Hel Ved Capital Management Ltd8,495$4.87M1.68%new13F-HRTimeline
Altrius Capital Management Inc8,492$4.86M1.03%-2,55313F-HRTimeline
Factor Wealth Management LTD8,458$4.85M1.05%-1813F-HRTimeline
Clear Trail Advisors, LLC8,444$4.84M1.12%13F-HRTimeline
V-Square Quantitative Management LLC8,442$4.84M0.5%new13F-HRTimeline
CWA Asset Management Group, LLC8,394$4.81M0.17%+6313F-HRTimeline
Generali Investments CEE, investicni sp…8,374$4.8M0.34%-5,15713F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC8,366$4.79M0.06%-10,85113F-HRTimelineGroup
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC8,360$4.79M1.26%new13F-HRTimelineGroup
Focused Wealth Management, Inc8,301$4.76M0.5%-413F-HRTimeline
Exchange Bank8,287$4.75M3.28%+4913F-HRTimeline
COZAD ASSET MANAGEMENT INC8,276$4.74M0.37%+113F-HRTimeline
Radnor Capital Management, LLC8,262$4.73M0.7%-5013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,258$4.73M1.37%-20813F-HRTimeline
Hudock, Inc.8,252$4.73M0.7%-15913F-HRTimeline
Hamilton Capital Partners Inc.8,226$4.71M0.17%+23313F-HRTimeline
River Street Advisors LLC8,210$4.7M1.76%013F-HRTimeline
SeaCrest Wealth Management, LLC7,879$4.7M0.48%-43513F-HRTimeline
Baldwin Investment Management, LLC8,199$4.7M0.53%-38313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,199$4.7M0.33%-92613F-HRTimeline
KLCM Advisors, Inc.8,125$4.65M0.4%+5,30913F-HRTimeline
Accurate Wealth Management, LLC7,532$4.65M0.59%+44813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,116$4.65M0.32%+26313F-HRTimeline
LGT Fund Management Co Ltd.8,029$4.64M0.37%-74913F-HRTimeline
Sciencast Management LP8,079$4.63M0.64%new13F-HRTimeline
Wealthspire Advisors, LLC8,057$4.62M0.04%+2,03813F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP8,050$4.61M0.86%+3,85013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,038$4.6M0.18%-36213F-HRTimelineGroup
Argent Advisors, Inc.7,969$4.57M1.27%+10913F-HRTimeline
Hanson & Doremus Investment Management7,930$4.54M0.55%-10613F-HRTimeline
MIdWestOne Financial Group, Inc.7,927$4.54M0.5%-8013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,914$4.53M0.06%+36213F-HRTimelineGroup
Gould Capital, LLC7,891$4.52M2.79%-46513F-HRTimeline
Cornerstone Planning, LLC7,860$4.52M1.05%13F-HRTimeline
Fairfield Financial Advisors, LTD7,885$4.52M1.47%+41513F-HRTimeline
Foundations Investment Advisors, LLC7,870$4.51M0.06%+27513F-HRTimeline
Boltwood Capital Management7,846$4.49M1.17%-11513F-HRTimeline
ADIRONDACK TRUST CO7,829$4.48M1.48%-6813F-HRTimeline
Pine Valley Investments Ltd Liability Co7,810$4.47M0.22%-8813F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC7,800$4.47M0.35%-8813F-HRTimeline
Gifford Fong Associates7,800$4.47M0.89%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,787$4.46M0.1%+3,05613F-HRTimeline
Great Lakes Retirement, Inc.7,787$4.46M0.46%+39113F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,787$4.46M1.03%-5013F-HRTimeline
Chicago Capital, LLC7,773$4.45M0.11%+49913F-HRTimeline
SYON CAPITAL LLC7,763$4.45M0.22%+87313F-HRTimeline
Ignite Planners, LLC6,759$4.44M0.68%+16513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.7,747$4.44M0.34%-1213F-HRTimeline
Ballentine Partners, LLC7,742$4.44M0.06%+9113F-HRTimeline
Financial Synergies Wealth Advisors, In…7,727$4.43M0.43%+4,91713F-HRTimeline
BCM ADVISORS, LLC7,034$4.41M0.84%+113F-HRTimeline
Jaffetilchin Investment Partners, LLC7,691$4.41M0.26%-7413F-HRTimeline
Naviter Wealth, LLC7,679$4.4M0.57%-77213F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA7,674$4.4M0.11%-53613F-HR/ATimelineGroup
Guardian Wealth Management, Inc.7,669$4.39M2.58%+5,36213F-HRTimeline
Tradewinds, LLC.7,668$4.39M1.05%-7413F-HRTimeline
River Wealth Advisors LLC7,662$4.39M0.49%+1,43013F-HRTimeline
EFG International AGin group EFG International AG7,593$4.35M0.08%13F-HRTimelineGroup
Field & Main Bank7,588$4.35M1.25%-18013F-HRTimeline
Old Mission Investment Co LLC7,573$4.34M1.04%-11413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,565$4.33M1.83%-1513F-HRTimeline
Fruth Investment Management7,563$4.33M1.17%-17513F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC7,547$4.32M0.18%-4,13113F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,532$4.31M1.78%-3413F-HRTimeline
OARSMAN CAPITAL, INC.7,526$4.31M0.56%-7313F-HRTimeline
Valley Brook Capital Group, Inc.7,511$4.3M2.85%-8513F-HRTimeline
Loudon Investment Management, LLC7,456$4.27M2.23%-41013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,438$4.26M0.15%+1,30213F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC7,401$4.24M0.03%new13F-HRTimelineGroup
Old Port Advisors7,381$4.23M1.04%-8213F-HRTimeline
Tyche Wealth Partners LLC7,380$4.23M0.67%-2313F-HRTimeline
Legacy Bridge, LLC7,365$4.22M1.71%+16313F-HRTimeline
Global Trust Asset Management, LLC7,345$4.21M1.66%+2,69213F-HRTimeline
Gladstone Institutional Advisory LLC7,311$4.19M0.16%-30513F-HRTimeline
Dorsey & Whitney Trust CO LLC7,273$4.17M0.22%+6713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,266$4.16M0.25%+94813F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC7,251$4.15M4.7%new13F-HRTimeline
Applied Capital LLC/FL7,240$4.15M2.84%-4,62313F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP7,228$4.14M0.26%-2,18513F-HRTimelineGroup
DT Investment Partners, LLC7,218$4.13M0.34%-63713F-HRTimeline
South Dakota Investment Council7,154$4.1M0.08%-63013F-HRTimeline
Clark Capital Management Group, Inc.7,146$4.09M0.03%+67613F-HRTimeline
Deane Retirement Strategies, Inc.7,123$4.08M1.69%-7,14613F-HRTimeline
Cambridge Advisors Inc.7,108$4.07M0.78%-8313F-HRTimeline
Marathon Wealth Advisors LLC7,102$4.07M1.62%13F-HRTimeline
Bellwether Advisors, LLC7,101$4.07M0.65%+2,13313F-HRTimeline
Capital Management Associates, Inc7,098$4.07M0.9%+3,19913F-HRTimeline
Wilkerson Advisory Group LLC7,089$4.06M1.43%13F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,077$4.05M1.02%-1,79613F-HRTimeline
Modera Wealth Management, LLC7,076$4.05M0.05%+16513F-HRTimeline
Cross Staff Investments Inc7,066$4.05M2.23%013F-HRTimeline
Smartleaf Asset Management LLC6,977$4.03M0.15%+57813F-HRTimeline
Kovack Advisors, Inc.6,988$4M0.19%+2,77613F-HR/ATimeline
CHAPIN DAVIS, INC.6,981$4M0.94%+1,23513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,968$3.99M0.43%013F-HRTimeline
Southeast Asset Advisors, LLC6,966$3.99M0.38%+33413F-HRTimeline
Granite Investment Partners, LLC6,938$3.97M0.24%+4913F-HRTimeline
HENNESSY ADVISORS INC6,900$3.95M0.14%-10013F-HRTimeline
Q3 Asset Management6,889$3.95M0.9%+6,12713F-HRTimeline
Nemes Rush Group LLC6,877$3.94M0.37%-1613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,862$3.93M0.11%-5013F-HRTimeline
Avantax Planning Partners, Inc.6,849$3.92M0.11%+51313F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding6,832$3.91M+4,185Timeline
Arrow Financial Corpin group Arrow Financial Corp6,829$3.91M0.39%-63213F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding6,828$3.91M-597Timeline
STALEY CAPITAL ADVISERS INC6,800$3.9M0.16%013F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…6,785$3.89M0.34%new13F-HRTimeline
Sargent Investment Group, LLC6,756$3.87M0.49%-39613F-HRTimeline
IronBridge Private Wealth, LLC7,328$3.87M1.22%013F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.6,751$3.87M2.77%-10013F-HRTimeline
Trust Investment Advisors6,739$3.86M2.06%+27413F-HRTimeline
Weaver Capital Management LLC6,727$3.85M0.82%+23013F-HRTimeline
AMG National Trust Bank6,725$3.85M0.09%+13913F-HRTimeline
AdvisorNet Financial, Inc6,715$3.85M0.2%+5313F-HRTimeline