Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
B. Riley Wealth Advisors, Inc.6,835$7.06M0.39%+8413F-HRTimeline
AMG National Trust Bank6,629$7.06M0.15%-1,74713F-HRTimeline
Guardian Wealth Management, Inc.6,581$7.01M3.44%+6913F-HRTimeline
Generali Investments CEE, investicni sp…6,577$7M0.33%-26813F-HRTimeline
Nemes Rush Group LLC6,564$6.99M0.58%-2713F-HRTimeline
Ignite Planners, LLC6,563$6.99M0.96%-29913F-HRTimeline
Legacy Financial Strategies, LLC6,554$6.98M1.08%-32113F-HRTimeline
Longbow Finance SA6,518$6.94M0.89%-2,95713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC6,512$6.93M2.56%-5413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,452$6.87M0.32%-1,40313F-HRTimeline
Compton Wealth Advisory Group, LLC6,930$6.87M1.39%-1113F-HRTimeline
Focused Wealth Management, Inc6,432$6.85M0.6%-1,08613F-HRTimeline
NS Partners Ltd6,377$6.79M0.29%new13F-HRTimeline
Precision Wealth Strategies, LLC6,368$6.78M2.04%+86413F-HRTimeline
PRIVATE TRUST CO NA6,358$6.77M0.54%+9113F-HRTimeline
Greenfield Savings Bank6,348$6.76M2.56%-11113F-HRTimeline
Rollins Financial Advisors, LLC6,342$6.75M0.89%+49013F-HRTimeline
Cambridge Advisors Inc.6,337$6.75M1.16%-24013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,328$6.74M0.21%new13F-HRTimelineGroup
NewEdge Wealth, LLC6,274$6.68M0.07%+59713F-HRTimeline
Southeast Asset Advisors, LLC6,269$6.68M0.68%+113F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,263$6.67M0.37%+70813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC6,248$6.65M0.19%+2,16613F-HRTimeline
Cottage Street Advisors LLC6,267$6.64M2.57%-27313F-HRTimeline
Vectors Research Management, LLC6,233$6.64M1.73%+6413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,231$6.64M0.47%+26013F-HRTimeline
Vantage Point Financial LLC6,230$6.63M2.03%+3613F-HRTimeline
BNP PARIBASin group BNP PARIBAS6,365$6.63M0.18%-7,19113F-HRTimelineGroup
AdvisorNet Financial, Inc6,219$6.62M0.3%-19613F-HRTimeline
JBR Co Financial Management Inc6,205$6.61M2.41%-4713F-HRTimeline
Old Mission Investment Co LLC6,179$6.58M1.37%-1,11913F-HRTimeline
K.J. Harrison & Partners Inc6,175$6.58M0.93%-1,39013F-HRTimeline
Hixon Zuercher, LLC6,162$6.56M1.93%-3,36213F-HRTimeline
COURIER CAPITAL LLC6,161$6.56M0.33%-19313F-HRTimeline
Triangle Securities Wealth Management6,161$6.56M1.3%-19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CRAWFORD INVESTMENT COUNSEL INC6,150$6.55M0.11%-2813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.6,149$6.55M0.21%new13F-HRTimeline
Ellis Investment Partners, LLC6,148$6.55M0.99%+12313F-HRTimeline
IFC Advisors LLC6,145$6.54M0.83%-38313F-HRTimeline
Massachusetts Wealth Management6,141$6.54M2.49%-513F-HRTimeline
Columbia Bank6,115$6.51M1.46%-12713F-HRTimeline
Verition Fund Management LLC6,101$6.5M0.05%+1,10913F-HR/ATimeline
Allegheny Financial Group6,086$6.48M0.69%-23613F-HRTimeline
Bernard Wealth Management Corp.6,033$6.42M2.37%-21313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,029$6.42M0.08%+7813F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC6,023$6.41M0.26%013F-HRTimeline
Fisher Funds Management LTD6,023$6.41M0.18%-4,00013F-HRTimeline
Beacon Bank & Trust6,009$6.4M1.22%-32313F-HR/ATimeline
Frank, Rimerman Advisors LLC6,001$6.39M0.36%+4013F-HRTimeline
NWAM LLC5,995$6.38M0.32%+50213F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.5,984$6.37M0.02%new13F-HRTimelineGroup
BRADY FAMILY WEALTH, LLC5,978$6.37M1.84%-9113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC5,970$6.36M0.35%-17513F-HRTimeline
Cove Private Wealth, LLC5,968$6.36M1.23%+1,33013F-HRTimeline
Trust Investment Advisors5,966$6.35M3.03%-2113F-HRTimeline
FIRST MANHATTAN CO. LLC.5,942$6.33M0.02%-2613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,933$6.32M0.99%-97813F-HRTimeline
Cornerstone Planning, LLC5,926$6.31M1.46%-1213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,911$6.29M0.21%013F-HRTimelineGroup
AR ASSET MANAGEMENT INC5,900$6.28M1.15%013F-HRTimeline
BCM ADVISORS, LLC7,049$6.26M1.22%+113F-HRTimeline
Financial Enhancement Group LLC5,851$6.23M0.74%-1,42313F-HRTimeline
Beaton Management Co. Inc.5,815$6.19M2.52%+8213F-HRTimeline
Heritage Wealth Management, Inc.5,813$6.19M1.54%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,812$6.19M0.31%-14313F-HRTimeline
Hel Ved Capital Management Ltd5,810$6.19M0.87%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC5,802$6.18M3.63%-5013F-HRTimeline
Gateway Wealth Partners, LLC5,799$6.18M0.37%-5,05313F-HRTimeline
INVESTMENT HOUSE LLC5,798$6.17M0.28%-1013F-HR/ATimeline
COMPASS FINANCIAL MANAGEMENT LLC6,752$6.16M0.75%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,776$6.15M0.5%+41913F-HRTimelineGroup
Leelyn Smith, LLC5,765$6.14M0.75%+29513F-HRTimeline
SeaCrest Wealth Management, LLC5,763$6.14M0.68%-1,71813F-HRTimeline
Capital Investment Advisory Services, L…5,760$6.13M0.38%+27613F-HRTimeline
Kentucky Trust Co5,734$6.11M2.94%-9013F-HRTimeline
Cordatus Wealth Management LLC5,720$6.09M1.34%-6013F-HRTimeline
AM INVESTMENT STRATEGIES LLC5,719$6.09M1.17%-2213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,718$6.09M0.29%-12313F-HRTimeline
Stone Summit Wealth LLC5,707$6.08M1.54%-43813F-HRTimeline
Family Manage LLC5,697$6.07M0.64%-14113F-HRTimeline
Apella Capital, LLC6,429$6.04M0.09%+6213F-HRTimeline
Bragg Financial Advisors, Inc5,666$6.03M0.16%+1413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,666$6.03M0.09%+51213F-HRTimeline
Fairvoy Private Wealth, LLC5,666$6.03M1.22%+3,84513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,652$6.02M0.67%+10513F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding5,642$6.01M-1,344Timeline
FLC Capital Advisors5,638$6M0.98%-15013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,633$6M0.54%-28613F-HRTimelineGroup
Sitrin Capital Management LLC5,614$5.98M2.65%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,317$5.96M1.21%-413F-HRTimeline
Oxbow Advisors, LLC5,587$5.95M0.48%+37213F-HRTimeline
REXFORD CAPITAL INC5,585$5.95M3.65%-413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,579$5.94M1.06%+20413F-HRTimeline
Trueblood Wealth Management, LLC5,559$5.92M2.07%-3613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,555$5.92M0.07%+15713F-HRTimeline
Security National Bank5,549$5.91M0.71%-4213F-HRTimeline
Aljian Capital Management, LLC5,513$5.87M1.09%-7213F-HRTimeline
Financial Plan, Inc.5,511$5.87M0.56%013F-HRTimeline
Parkside Financial Bank & Trust5,483$5.84M0.4%-913F-HRTimeline
Garde Capital, Inc.5,482$5.84M0.26%+2013F-HRTimeline
Kinloch Capital, LLC5,476$5.83M2.13%-59213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,474$5.83M0.11%+61213F-HRTimeline
Permanent Capital Management, LP5,465$5.82M0.78%-15213F-HRTimeline
Smithfield Trust Co5,458$5.81M0.23%-513F-HRTimeline
CHAPIN DAVIS, INC.5,445$5.8M1.02%-78013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,429$5.78M1.11%-5413F-HRTimeline
Gen-Wealth Partners Inc5,425$5.78M1.61%-19113F-HRTimeline
Mayflower Financial Advisors, LLC5,417$5.77M0.5%+31013F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd5,400$5.75M4.51%-1,60013F-HRTimelineGroup
Alaethes Wealth, LLC5,390$5.74M1.67%-4513F-HRTimeline
L. Roy Papp & Associates, LLP5,387$5.74M0.6%+27013F-HRTimeline
Victrix Investment Advisors5,385$5.73M2.4%-3413F-HRTimeline
CNB Bank5,378$5.73M2.23%-77513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,372$5.72M0.31%-5613F-HRTimeline
NORDEN GROUP LLC5,360$5.71M0.47%-113F-HRTimeline
Avidian Wealth Enterprises, LLC5,356$5.7M0.16%+14513F-HRTimeline
TI-TRUST, INC5,344$5.69M3.06%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,291$5.63M0.12%+6213F-HRTimeline
Everhart Financial Group, Inc.5,258$5.6M0.36%-5213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,254$5.59M1.58%-2013F-HRTimeline
Connecticut Wealth Management, LLC5,248$5.59M0.21%-1913F-HRTimeline
FIRST HORIZON CORP5,248$5.59M0.22%-15213F-HRTimeline
Checchi Capital Advisers, LLC5,247$5.59M0.36%-3313F-HRTimeline
Redmond Asset Management, LLC5,221$5.56M1.39%-16013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,602$5.55M0.33%-30213F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,948$5.54M1.32%+58513F-HRTimeline
Wealth Architects, LLC5,202$5.54M0.44%-58613F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding5,201$5.54M-248Timeline
Cypress Capital Groupin group Cypress Capital Group5,197$5.53M0.52%+97213F-HRTimelineGroup
Kercheville Advisors, LLC5,190$5.53M1.68%+2,32513F-HRTimeline
Root Financial Partners, LLC5,180$5.52M0.21%+21713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,159$5.49M0.07%+29113F-HRTimelineGroup
Compagnie Lombard Odier SCmA5,149$5.48M0.06%-1013F-HRTimeline
Northern Financial Advisors Inc5,147$5.48M3.63%-1513F-HRTimeline
Iron Gate Global Advisors LLC5,143$5.48M0.53%-213F-HRTimeline
True North Advisors, LLC5,142$5.48M0.52%-2313F-HRTimeline
Joel Isaacson & Co., LLC5,136$5.47M0.16%+52013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,133$5.47M0.36%+74013F-HRTimelineGroup
Core Wealth Advisors, Inc.5,133$5.47M1.1%-2013F-HRTimeline
HHM Wealth Advisors, LLC5,112$5.44M0.55%+1513F-HRTimeline
Biltmore Family Office, LLC5,108$5.44M0.71%-87813F-HRTimeline
Eldridge Investment Advisors, Inc.5,105$5.44M1.08%-2613F-HRTimeline
WD RUTHERFORD LLC5,102$5.43M1.97%-14913F-HRTimeline
HCR Wealth Advisors5,099$5.43M0.49%+3913F-HRTimeline
ARS Wealth Advisors Group, LLC5,097$5.43M0.42%+5113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,091$5.42M2.8%+21313F-HRTimeline
Left Brain Wealth Management, LLC5,078$5.41M1.63%+36813F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,073$5.4M1.7%-513F-HRTimeline
BOS Asset Management, LLC5,064$5.39M1.25%-63913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.5,062$5.39M0.11%013F-HRTimelineGroup
RMR Wealth Builders5,057$5.39M0.33%+3,21313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,050$5.38M0.53%+1113F-HRTimeline
Xcel Wealth Management, LLC5,042$5.37M1.28%-3413F-HRTimeline
TORTOISE CAPITAL ADVISORS, L.L.C.5,036$5.36M0.05%+2,28013F-HRTimeline
Crown Oak Advisors, LLC5,034$5.36M2.5%-78713F-HRTimeline
ISTHMUS PARTNERS, LLC5,022$5.35M0.52%-2313F-HRTimeline
PCM Encore, LLC5,019$5.34M0.94%-9213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,001$5.33M0.32%+2,34913F-HRTimeline
Alight Capital Management LP5,000$5.32M0.87%-5,00013F-HRTimeline
Gryphon Financial Partners LLC5,000$5.32M0.47%+91813F-HRTimeline
E Fund Management Co., Ltd.4,998$5.32M0.12%+8213F-HRTimeline
Qtron Investments LLC4,951$5.27M0.7%-80613F-HRTimeline
United Bank4,949$5.27M1.6%+3213F-HRTimeline
Ledyard National Bank4,946$5.27M0.42%-6,15313F-HRTimeline
NEXT CENTURY GROWTH INVESTORS LLC4,932$5.25M0.28%-2,06213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,929$5.25M0.34%+3,56313F-HRTimeline
Q3 Asset Management4,913$5.23M0.96%new13F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD4,890$5.21M1.07%13F-HRTimeline
Elite Wealth Management, Inc.4,882$5.2M1.54%+2,31013F-HRTimeline
Pallas Capital Advisors LLC4,875$5.19M0.16%+2213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,871$5.19M2.09%-25513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC4,871$5.19M0.86%+42013F-HRTimeline
Harbor Group, Inc.4,869$5.18M0.61%-1113F-HRTimeline
Bahl & Gaynor LLC4,859$5.17M0.02%-1913F-HRTimeline
Stanley-Laman Group, Ltd.4,839$5.15M0.52%013F-HRTimeline
Journey Advisory Group, LLC4,838$5.15M0.39%+11413F-HRTimeline
Perkins Coie Trust Co4,828$5.14M0.85%-49113F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC4,826$5.14M1%-10313F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP4,802$5.11M0.31%-1,12613F-HRTimelineGroup
PRINCETON CAPITAL MANAGEMENT LLC4,801$5.11M1.15%013F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,800$5.11M3.3%013F-HRTimeline
Haverford Trust Co4,792$5.1M0.04%+19013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC4,790$5.1M0.09%-93613F-HRTimeline
CERTUITY, LLC4,773$5.08M0.25%-14113F-HRTimeline
MASTERINVEST Kapitalanlage GmbH4,772$5.08M0.44%-47613F-HRTimeline
Rossmore Private Capital4,759$5.07M0.41%+313F-HRTimeline
Vision Retirement, LLC4,753$5.06M1.22%+24713F-HRTimeline
WBH ADVISORY INC4,745$5.05M0.34%-13313F-HRTimeline
Delta Investment Management, LLC4,743$5.05M0.83%+76313F-HRTimeline
CFM WEALTH PARTNERS LLC4,738$5.05M0.64%-5013F-HRTimeline
Glen Eagle Advisors, LLC4,714$5.02M0.63%-813F-HRTimeline
Cooper Financial Group4,694$5M0.41%+34613F-HRTimeline
EPG Wealth Management LLC4,685$4.99M1.2%-1313F-HRTimeline
Atlas Brown,Inc.4,680$4.98M1.34%-12113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,677$4.98M0.07%+67013F-HRTimelineGroup
Fulton Bank, N.A.4,676$4.98M0.15%+51513F-HRTimeline
Westover Capital Advisors, LLC4,676$4.98M0.83%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,650$4.95M0.62%-23013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC4,622$4.92M0.91%+17713F-HRTimeline
CAPITAL ADVISORS INC/OK4,618$4.92M0.07%+24413F-HRTimeline