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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,305$7.3M2.24%-46113F-HRTimeline
IHT Wealth Management, LLC10,248$7.26M0.17%+74913F-HRTimeline
CPA Asset Management Group, LLC10,244$7.26M2.43%-78313F-HRTimeline
Procyon Advisors, LLC10,242$7.26M0.36%+7913F-HRTimeline
Azimuth Capital Investment Management L…10,195$7.22M0.27%-4513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,172$7.21M1.39%013F-HRTimeline
CAPITAL GROUP INVESTMENT MANAGEMENT PTE…group of 2 filers holding10,146$7.19M+3,634Timeline
Avior Wealth Management, LLC10,132$7.18M0.2%+6,52413F-HRTimeline
Ramirez Asset Management, Inc.10,110$7.16M0.86%+26013F-HRTimeline
Occidental Asset Management, LLC10,090$7.15M0.85%-2,79113F-HRTimeline
NorthRock Partners, LLC10,086$7.15M0.12%+1,34213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,077$7.14M0.15%+52613F-HRTimeline
Fisher Funds Management LTD10,023$7.1M0.21%013F-HRTimeline
FIRST MERCHANTS CORP10,019$7.1M0.27%-55613F-HRTimeline
Alight Capital Management LP10,000$7.08M2.06%013F-HRTimeline
Indivisible Partners9,960$7.06M0.62%+7,35513F-HRTimeline
Finer Wealth Management, Inc.9,959$7.06M3.56%-8013F-HRTimeline
Mystic Asset Management, Inc.9,948$7.05M1.63%-25513F-HRTimeline
Jaffetilchin Investment Partners, LLC9,934$7.04M0.42%+2,24313F-HRTimeline
IBEX WEALTH ADVISORS9,917$7.03M0.65%new13F-HRTimeline
Focus Financial Network, Inc.9,883$7M0.25%-64113F-HRTimeline
Sound View Wealth Advisors Group, LLC9,882$7M0.48%-14113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC9,824$6.96M1.25%-50613F-HR/ATimeline
Members Trust Co9,796$6.94M0.23%-19013F-HRTimeline
OLD NATIONAL BANCORP /IN/9,783$6.93M0.12%-66413F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP9,776$6.93M1.68%+1,72613F-HRTimelineGroup
Mattern Wealth Management LLC9,768$6.92M1.35%-4013F-HRTimeline
WRIGHT INVESTORS SERVICE INC9,758$6.91M2.18%-1,11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MV CAPITAL MANAGEMENT, INC.9,757$6.91M0.68%-66013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,751$6.91M0.41%+7613F-HRTimeline
DENALI ADVISORS LLC9,697$6.87M0.76%+313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,687$6.86M1.85%-10913F-HRTimeline
Cornerstone Wealth Group, LLC8,565$6.86M0.44%-59413F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC9,672$6.85M3.12%13F-HRTimeline
LMG Wealth Partners, LLC9,663$6.85M1.25%-4013F-HRTimeline
Tradewinds, LLC.7,689$6.84M2.2%+2113F-HRTimeline
McKinley Carter Wealth Services, Inc.9,613$6.81M0.39%-29613F-HRTimeline
Robbins Farley9,601$6.8M3.01%-2,14613F-HRTimeline
Snowden Capital Advisors LLC9,563$6.78M0.18%+25713F-HRTimeline
JERICHO FINANCIAL, LLP9,553$6.77M4.27%-1,57213F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,545$6.76M2.07%-19213F-HRTimeline
Hixon Zuercher, LLC9,524$6.75M2.1%-30113F-HRTimeline
RFG Advisory, LLC9,516$6.74M0.12%+14513F-HRTimeline
Curi Capital, LLC9,505$6.73M0.12%-11513F-HRTimeline
Lifeworks Advisors, LLC9,503$6.73M0.86%-1,20813F-HRTimeline
CUMBERLAND ADVISORS INC9,500$6.73M2.63%013F-HRTimeline
River Wealth Advisors LLC9,494$6.73M0.77%+1,83213F-HRTimeline
Onex Canada Asset Management Inc.9,475$6.71M1.12%-33013F-HRTimeline
Longbow Finance SA9,475$6.71M1.22%-4,67813F-HRTimeline
Cornerstone Wealth Management, LLC9,468$6.71M0.34%+4,33513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC9,468$6.71M0.86%+72513F-HRTimeline
Choate Investment Advisors9,446$6.69M0.13%+8613F-HRTimeline
BANK OF HAWAII9,442$6.69M0.35%-1,87013F-HRTimeline
M&G PLCin group M&G PLC9,444$6.69M0.03%013F-HRTimelineGroup
Asset One Wealth Management LLC8,325$6.66M0.74%013F-HRTimeline
1ST SOURCE BANK9,376$6.64M0.34%-22313F-HRTimeline
RB Capital Management, LLC9,361$6.63M1.41%-92113F-HRTimeline
GAM Holding AGin group GAM Holding AG9,328$6.61M0.58%-4,58213F-HRTimelineGroup
ODDO BHF ASSET MANAGEMENT SAS9,311$6.6M0.26%+5,01413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockline Wealth Management, LLC9,279$6.57M1.43%+8,13013F-HRTimeline
Forty-three Eighteen Advisors, LLC9,273$6.57M4.95%-3913F-HRTimeline
Wedmont Private Capital8,512$6.57M0.21%+32513F-HRTimeline
Ballentine Partners, LLC9,262$6.56M0.09%+1,52013F-HRTimeline
Heartland Bank & Trust Co9,252$6.55M1.48%+3,03213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,250$6.55M1.04%-12813F-HRTimeline
PFG Investments, LLC9,212$6.53M0.3%+51213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,176$6.5M0.47%-54113F-HRTimeline
Accurate Wealth Management, LLC8,202$6.48M0.78%+67013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO9,150$6.48M1.19%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,111$6.46M0.12%+12213F-HRTimelineGroup
Soltis Investment Advisors LLC9,107$6.45M0.42%+6,93413F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.9,087$6.44M4.16%+28813F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP9,052$6.41M0.73%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,030$6.4M0.2%+39913F-HRTimeline
BURNEY CO/9,016$6.39M0.2%-3,76913F-HRTimeline
Financial Synergies Wealth Advisors, In…9,008$6.38M0.61%+1,28113F-HRTimeline
Patriot Financial Group Insurance Agenc…8,968$6.35M0.36%+6,99413F-HRTimeline
Buckley Wealth Management, LLC8,945$6.34M1.62%-5013F-HRTimeline
Hartford Financial Management Inc.8,940$6.33M1.61%-55313F-HRTimeline
Coastline Trust Co8,937$6.33M0.63%-14013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Douglass Winthrop Advisors, LLC8,911$6.31M0.12%-13813F-HRTimeline
Capital Asset Advisory Services LLC7,899$6.31M0.24%-70113F-HRTimeline
Evercore Wealth Management, LLC8,889$6.3M0.1%-6713F-HRTimeline
Iowa State Bank8,885$6.29M1.16%-16513F-HRTimeline
Penobscot Investment Management Company…8,857$6.27M0.49%+12513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,850$6.27M3.45%-2013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,792$6.23M0.14%+9513F-HRTimelineGroup
Churchill Financial Advisors, LLC8,768$6.21M1.31%+5,35513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,753$6.2M0.07%-1,44213F-HRTimelineGroup
BCM ADVISORS, LLC7,048$6.17M1.22%+1413F-HRTimeline
PROFUND ADVISORS LLC8,692$6.16M0.23%-12913F-HRTimeline
Brendel Financial Advisors LLC8,670$6.14M3.04%-52213F-HRTimeline
ALERUS FINANCIAL NA8,662$6.14M0.3%-1,13913F-HRTimeline
First Dallas Securities Inc.8,652$6.13M2.27%-1,03813F-HRTimeline
Nordwand Advisors, LLC8,645$6.12M1.07%-2,18013F-HRTimeline
V-Square Quantitative Management LLC8,606$6.1M0.64%+16413F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.8,591$6.09M0.8%-2113F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.8,582$6.08M0.19%-66213F-HRTimeline
Palisade Asset Management, LLC8,558$6.06M0.61%-2513F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD8,500$6.02M1.52%+3,00013F-HRTimeline
Mill Capital Management, LLC8,458$5.99M0.46%-34113F-HRTimeline
LGT Group Foundationin group LGT Group Foundation8,455$5.99M0.07%+6,25113F-HRTimelineGroup
United Capital Management of KS, Inc.8,438$5.98M0.91%-31313F-HRTimeline
Factor Wealth Management LTD8,395$5.95M1.12%-6313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…8,633$5.94M0.06%+3,43413F-HRTimelineGroup
AMG National Trust Bank8,376$5.93M0.13%+1,65113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,370$5.93M0.15%-10,04913F-HRTimelineGroup
Radnor Capital Management, LLC8,366$5.93M0.88%+10413F-HRTimeline
Parcion Private Wealth LLC8,339$5.91M0.37%-11,47513F-HRTimeline
Hudock, Inc.8,279$5.87M0.86%+2713F-HRTimeline
River Street Advisors LLC8,260$5.85M1.98%+5013F-HRTimeline
Fideuram Asset Management (Ireland) dac8,819$5.84M0.74%-1,15713F-HRTimeline
B & T Capital Management DBA Alpha Capi…8,235$5.83M0.85%-4,46713F-HRTimeline
Global Wealth Management Investment Adv…8,230$5.83M0.91%-2,83013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,202$5.81M1.71%-5613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,202$5.81M0.31%-3,21313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,180$5.8M2.36%-41913F-HRTimeline
Financial Enhancement Group LLC7,274$5.78M0.72%-59713F-HRTimeline
Sterling Capital Management LLC8,111$5.75M0.11%+2,38313F-HRTimeline
Fairfield Financial Advisors, LTD8,104$5.74M1.98%+21913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,098$5.74M0.42%-10113F-HRTimeline
CWA Asset Management Group, LLC8,082$5.73M0.2%-31213F-HRTimeline
Baldwin Investment Management, LLC8,040$5.7M0.67%-15913F-HRTimeline
Great Lakes Retirement, Inc.8,025$5.69M0.59%+23813F-HRTimeline
Gladstone Institutional Advisory LLC8,008$5.67M0.21%+69713F-HRTimeline
COZAD ASSET MANAGEMENT INC8,006$5.67M0.45%-27013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,909$5.6M0.22%-12913F-HRTimelineGroup
Chicago Capital, LLC7,893$5.59M0.15%+12013F-HRTimeline
Westerkirk Capital Inc.7,877$5.58M0.6%-3,95513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,855$5.56M0.31%-3,31113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,844$5.56M0.12%+5713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,816$5.54M0.05%+64013F-HRTimelineGroup
Osmosis Investment Management UK Ltd7,811$5.53M0.15%-3,17113F-HRTimeline
Kovack Advisors, Inc.7,677$5.53M0.3%+68913F-HRTimeline
SYON CAPITAL LLC7,739$5.48M0.28%-2413F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,737$5.48M1.31%-5013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,735$5.48M0.37%-38113F-HRTimeline
Vestmark Advisory Solutions, Inc.7,730$5.48M0.06%+3,06813F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC7,729$5.48M0.45%-7113F-HRTimeline
OARSMAN CAPITAL, INC.7,726$5.47M0.68%+20013F-HRTimeline
Global Trust Asset Management, LLC7,718$5.47M2.09%+37313F-HRTimeline
Naviter Wealth, LLC7,708$5.46M0.68%+2913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,731$5.45M+1,236Timeline
Foundations Investment Advisors, LLC7,692$5.45M0.07%-17813F-HRTimeline
Cannon Advisors, Inc.7,692$5.45M4.04%+4113F-HRTimeline
Verdence Capital Advisors LLC7,690$5.45M0.32%-1,99813F-HRTimeline
Granite Investment Partners, LLC7,685$5.44M0.33%+74713F-HRTimeline
Legacy Bridge, LLC7,669$5.43M2.07%+30413F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,664$5.43M2.22%+13213F-HRTimeline
Valley Brook Capital Group, Inc.7,591$5.38M3.61%+8013F-HRTimeline
Hanson & Doremus Investment Management7,586$5.37M0.62%-34413F-HRTimeline
Boltwood Capital Management7,571$5.36M1.37%-27513F-HRTimeline
K.J. Harrison & Partners Inc7,565$5.36M0.88%-4,00013F-HRTimeline
ADIRONDACK TRUST CO7,556$5.35M1.8%-27313F-HRTimeline
SUMITOMO LIFE INSURANCE CO7,548$5.35M0.13%+1,10013F-HRTimeline
Focused Wealth Management, Inc7,518$5.33M0.56%-78313F-HRTimeline
SeaCrest Wealth Management, LLC7,481$5.3M0.57%-39813F-HRTimeline
Exchange Bank7,472$5.29M3.67%-81513F-HRTimeline
Loudon Investment Management, LLC7,441$5.27M2.84%-1513F-HRTimeline
Tenere Capital LLC7,429$5.26M3.86%+97813F-HRTimeline
Old Port Advisors7,420$5.26M1.21%+3913F-HRTimeline
Wilkerson Advisory Group LLC7,380$5.23M1.8%+29113F-HRTimeline
Western Wealth Management, LLC7,366$5.22M0.2%+2,93113F-HR/ATimeline
Tyche Wealth Partners LLC7,363$5.22M0.8%-1713F-HRTimeline
Pine Valley Investments Ltd Liability Co7,327$5.19M0.25%-48313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,321$5.19M1.12%-1,64613F-HRTimeline
Smartleaf Asset Management LLC7,750$5.17M0.19%+77313F-HRTimeline
Old Mission Investment Co LLC7,298$5.17M1.21%-27513F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,280$5.16M1.33%+20313F-HRTimeline
Argent Advisors, Inc.7,254$5.14M1.4%-71513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,250$5.14M2.18%-31513F-HRTimeline
Capital Management Associates, Inc7,234$5.13M1.16%+13613F-HRTimeline
Fruth Investment Management7,230$5.12M1.28%-33313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,211$5.11M2.37%new13F-HRTimeline
Genus Capital Management Inc.7,200$5.1M0.58%+3,80013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA7,007$5.09M0.12%-66713F-HRTimelineGroup
Compton Wealth Advisory Group, LLC6,941$5.07M1.13%+23113F-HRTimeline
Field & Main Bank7,155$5.07M1.47%-43313F-HRTimeline
Apella Capital, LLC6,367$5.06M0.08%+2,56413F-HRTimeline
Clear Trail Advisors, LLC7,110$5.04M0.84%-1,33413F-HRTimeline
DT Investment Partners, LLC7,103$5.03M0.42%-11513F-HRTimeline
Marathon Wealth Advisors LLC7,075$5.01M2.06%-2713F-HRTimeline
Permanent Capital Management, LP5,617$5.01M0.78%+3113F-HRTimeline
Deane Retirement Strategies, Inc.7,078$5M2.01%-4513F-HRTimeline
WORLD EQUITY GROUP, INC.7,008$4.96M1.29%+3,38913F-HRTimeline
South Dakota Investment Council7,001$4.96M0.09%-15313F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd7,000$4.96M5.64%new13F-HRTimelineGroup
NEXT CENTURY GROWTH INVESTORS LLC6,994$4.95M0.36%+1,96813F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding6,986$4.95M+154Timeline
Dorsey & Whitney Trust CO LLC6,979$4.94M0.27%-29413F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,968$4.94M0.58%013F-HRTimeline
Modera Wealth Management, LLC6,962$4.93M0.06%-11413F-HRTimeline
CAPITAL & PLANNING, LLC6,947$4.92M2.99%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,911$4.9M0.9%+3,82113F-HRTimeline
Arvest Bank Trust Division6,897$4.89M0.27%+4,95113F-HRTimeline
Confluence Wealth Services, Inc.6,892$4.88M0.19%+82013F-HRTimeline
Legacy Financial Strategies, LLC6,875$4.87M0.88%+3,27513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,872$4.87M0.14%+1013F-HRTimeline
Ignite Planners, LLC6,862$4.86M0.75%+10313F-HRTimeline
Huntleigh Advisors, Inc.6,864$4.86M0.83%+60913F-HRTimeline