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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COOKSON PEIRCE & CO INC6,474$2.35M0.11%+87113F-HRTimeline
Massachusetts Wealth Management6,457$2.34M1.45%013F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT6,442$2.34M1.15%+30913F-HRTimeline
Arkadios Wealth Advisors6,434$2.33M0.13%-23713F-HRTimeline
Pinnacle Wealth Management, LLC6,425$2.33M2.59%-8713F-HRTimeline
Old Mission Investment Co LLC6,425$2.33M0.69%+90413F-HRTimeline
CGN Advisors LLC6,415$2.33M0.23%-89213F-HRTimeline
Insight Wealth Strategies, LLC6,412$2.33M0.31%+16313F-HRTimeline
NewEdge Wealth, LLC6,412$2.33M0.04%+1,30513F-HRTimeline
SevenBridge Financial Group, LLC6,404$2.32M0.44%+1,13213F-HRTimeline
Great Lakes Retirement, Inc.6,363$2.31M0.3%+11613F-HRTimeline
MFG WEALTH MANAGEMENT, INC.6,363$2.31M2.11%13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,327$2.29M0.04%-1713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV6,325$2.29M0.31%-26913F-HRTimeline
Coastline Trust Co6,287$2.28M0.27%-8913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Good Life Advisors, LLC6,279$2.28M0.17%-6,82913F-HRTimeline
Clark Capital Management Group, Inc.6,269$2.27M0.02%+32613F-HRTimeline
FLC Capital Advisors6,267$2.27M0.52%-1,03013F-HRTimeline
Avantax Planning Partners, Inc.6,267$2.27M0.08%-23513F-HRTimeline
River Wealth Advisors LLC6,253$2.27M0.3%-5013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,249$2.27M0.04%+5,96913F-HRTimelineGroup
JT Stratford LLC6,244$2.27M0.37%-2,23013F-HRTimeline
Ramirez Asset Management, Inc.6,238$2.26M0.46%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,212$2.25M0.2%+2513F-HRTimeline
Haverford Trust Co6,172$2.24M0.02%-3813F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding6,165$2.24MnewTimeline
Checchi Capital Advisers, LLC6,162$2.24M0.17%+4513F-HRTimeline
Wilson & Boucher Capital Management, LLC6,156$2.23M1.58%-12513F-HRTimeline
Perkins Coie Trust Co6,153$2.23M0.49%-20813F-HRTimeline
Ignite Planners, LLC6,123$2.23M0.49%-1,09413F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P6,133$2.22M0.05%-2,43013F-HRTimeline
Bragg Financial Advisors, Inc6,122$2.22M0.09%+28913F-HRTimeline
Oak Asset Management, LLC6,120$2.22M0.82%-2513F-HRTimeline
Cascade Investment Advisors, Inc.6,115$2.22M1.42%-30013F-HRTimeline
WealthPlan Investment Management, LLC6,100$2.21M0.22%-4113F-HRTimeline
Aaron Wealth Advisors LLC6,096$2.21M0.26%+37513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,092$2.21M0.03%013F-HRTimeline
Gen-Wealth Partners Inc6,089$2.21M0.95%-1213F-HRTimeline
Vantage Point Financial LLC6,072$2.2M1.19%13F-HRTimeline
MONECO ADVISORS, LLC6,068$2.2M0.23%+1,50913F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,056$2.2M-499Timeline
Kentucky Trust Co6,053$2.2M1.29%13F-HRTimeline
SYON CAPITAL LLC6,053$2.2M0.2%-14913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,040$2.19M0.13%013F-HRTimeline
Biltmore Family Office, LLC6,040$2.19M0.37%-7513F-HRTimeline
CERTUITY, LLC6,036$2.19M0.24%+2,41013F-HRTimeline
TRUST POINT INC.6,033$2.19M0.15%+81613F-HRTimeline
Crown Oak Advisors, LLC6,000$2.18M1.12%013F-HRTimeline
HHM Wealth Advisors, LLC5,981$2.17M0.3%+8113F-HRTimeline
Keudell/Morrison Wealth Management5,973$2.17M0.56%+113F-HRTimeline
Parkside Financial Bank & Trust5,972$2.17M0.29%+14413F-HRTimeline
Leonteq Securities AG5,951$2.16M0.21%+4,54613F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC5,940$2.15M0.05%013F-HRTimeline
Greater Midwest Financial Group, LLC5,935$2.15M1.36%+51513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC5,925$2.15M0.36%013F-HRTimeline
Aljian Capital Management, LLC5,921$2.15M0.47%+1013F-HRTimeline
Eisler Capital Management Ltd.5,972$2.15M0.07%13F-HRTimeline
CNB Bank5,921$2.15M1%+13413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,903$2.14M0.02%+5713F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.5,899$2.14M1.49%+6713F-HRTimeline
Shepherd Financial Partners LLC5,894$2.14M0.26%+11013F-HRTimeline
Bahl & Gaynor LLC5,880$2.13M0.01%+7313F-HRTimeline
PFG Investments, LLC5,879$2.13M0.13%+61113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,851$2.12M0.9%013F-HRTimeline
Convergence Investment Partners, LLC5,828$2.11M0.47%-1,55313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,825$2.11M0.82%-12213F-HRTimeline
Intellectus Partners, LLC5,810$2.11M0.47%+9013F-HRTimeline
Cottage Street Advisors LLC5,797$2.1M1.1%+5513F-HRTimeline
WD RUTHERFORD LLC5,795$2.1M1%-5713F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5,787$2.1M1.31%13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,770$2.09M0.03%-11113F-HRTimeline
Victrix Investment Advisors5,761$2.09M1.51%13F-HRTimeline
Camarda Financial Advisors, LLC5,746$2.08M0.78%new13F-HRTimeline
ARS Wealth Advisors Group, LLC5,740$2.08M0.29%+813F-HRTimeline
INVESTMENT HOUSE LLC5,733$2.08M0.11%-5013F-HRTimeline
Strategic Advisors LLC5,724$2.08M0.38%+73013F-HRTimeline
Beaton Management Co. Inc.5,653$2.05M1.03%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,650$2.05M0.19%+70413F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,650$2.05M0.03%013F-HRTimelineGroup
Cooper Financial Group5,616$2.04M0.25%+12613F-HRTimeline
Corundum Group, Inc.5,592$2.03M0.76%+2,31413F-HRTimeline
IronOak Wealth LLC.5,565$2.02M2.26%13F-HRTimeline
AdvisorNet Financial, Inc5,547$2.01M0.17%-57113F-HRTimeline
Huntleigh Advisors, Inc.5,534$2.01M0.43%13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV5,533$2.01M0.47%-5913F-HRTimeline
Cornerstone Planning, LLC5,505$2M0.76%13F-HRTimeline
Alaethes Wealth, LLC5,502$2M0.71%+3813F-HRTimeline
Connecticut Wealth Management, LLC5,455$1.98M0.1%-4513F-HRTimeline
True North Advisors, LLC5,455$1.98M0.47%013F-HRTimeline
Wealthspire Advisors, LLC5,442$1.97M0.02%-913F-HRTimeline
WBH ADVISORY INC5,421$1.97M0.18%-7213F-HRTimeline
CFM WEALTH PARTNERS LLC5,409$1.96M0.33%-13113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd5,400$1.96M0.18%-2913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,441$1.96M0.16%-2,131,22613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,366$1.95M0.14%-12813F-HRTimeline
IFG Advisory, LLC5,358$1.94M0.11%new13F-HRTimeline
Garde Capital, Inc.5,356$1.94M0.13%+33513F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,915$1.94M0.62%+26613F-HRTimeline
INGALLS & SNYDER LLC5,345$1.94M0.08%+15013F-HRTimeline
Atlas Brown,Inc.5,341$1.94M0.66%+613F-HRTimeline
Patton Albertson Miller Group, LLC5,334$1.93M0.26%013F-HRTimeline
Accurate Wealth Management, LLC5,478$1.92M0.37%+36413F-HRTimeline
Kovack Advisors, Inc.5,294$1.92M0.19%-70513F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding5,275$1.91MnewTimeline
Eldridge Investment Advisors, Inc.5,263$1.91M0.44%013F-HRTimeline
E Fund Management Co., Ltd.5,260$1.91M0.1%+1,80413F-HRTimeline
LGT Fund Management Co Ltd.5,249$1.9M0.17%013F-HRTimeline
OSTRUM ASSET MANAGEMENT5,248$1.9M0.16%+2,52013F-HRTimeline
RD Lewis Holdings, Inc.5,204$1.89M2.08%13F-HRTimeline
NORDEN GROUP LLC5,213$1.89M0.21%+51513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,208$1.89M0.14%+2,67013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC5,193$1.88M0.46%-2813F-HRTimeline
Frank, Rimerman Advisors LLC5,190$1.88M0.14%-6,29313F-HRTimeline
Cyndeo Wealth Partners, LLC5,169$1.88M0.13%+1013F-HRTimeline
Centiva Capital, LP5,163$1.87M0.07%-10,21513F-HRTimeline
Northern Financial Advisors Inc5,160$1.87M1.5%-2613F-HRTimeline
IFC Advisors LLC5,153$1.87M0.41%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,127$1.86M0.07%-1313F-HRTimeline
Wealth Group, Ltd.5,112$1.85M1.2%+49113F-HRTimeline
1 NORTH WEALTH SERVICES LLC5,110$1.85M0.79%13F-HRTimeline
GARRISON POINT ADVISORS, LLC5,105$1.85M0.88%-4513F-HRTimeline
Csenge Advisory Group5,090$1.85M0.1%-75113F-HRTimeline
Corps Capital Advisors, LLC5,046$1.83M1.86%13F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,045$1.83M0.86%+2013F-HRTimeline
Sava Infond d.o.o.5,040$1.83M0.32%13F-HRTimeline
Sunpointe, LLC5,029$1.82M0.92%+4,17613F-HRTimeline
Institute for Wealth Management, LLC.5,028$1.82M0.23%+7813F-HRTimeline
Capital Investment Advisory Services, L…5,024$1.82M0.18%+1613F-HRTimeline
Wolff Financial Management LLC5,002$1.81M0.5%-1213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW5,002$1.81M0.32%-3013F-HRTimelineGroup
Cladis Investment Advisory, LLC5,000$1.81M1.29%-30013F-HRTimeline
Advisory Alpha, LLC4,990$1.81M0.06%+16313F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,987$1.81M1.29%-30013F-HRTimeline
L. Roy Papp & Associates, LLP4,982$1.81M0.21%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,977$1.81M0.19%-2,13313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,960$1.8M0.4%+1,45613F-HRTimeline
Opes Wealth Management LLC4,956$1.8M0.37%-2513F-HRTimeline
ROCKLAND TRUST CO4,950$1.8M0.09%+31013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,942$1.79M0.34%+17913F-HRTimeline
Applied Finance Capital Management, LLC4,942$1.79M0.08%-25513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,939$1.79M0.55%-6513F-HRTimeline
High Falls Advisors, Inc4,915$1.78M0.41%+6313F-HRTimeline
DHJJ Financial Advisors, Ltd.4,913$1.78M0.69%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,909$1.78M0.48%-2413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,904$1.78M0.19%-29713F-HRTimelineGroup
Pinnacle West Asset Management, Inc.4,895$1.78M1.27%-513F-HRTimeline
Stenger Family Office, LLC4,876$1.77M0.6%13F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…4,866$1.77M0.7%-11013F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.4,858$1.76M1.13%013F-HRTimeline
Harbor Group, Inc.4,856$1.76M0.4%-10013F-HRTimeline
Smartleaf Asset Management LLC4,847$1.76M0.18%+98813F-HRTimeline
CFC Planning Co LLC4,841$1.76M1.88%13F-HRTimeline
Main Street Financial Solutions, LLC4,836$1.75M0.17%-3,48813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …4,803$1.75M0.05%+3,19213F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,812$1.75M0.38%+18613F-HRTimeline
Curi Capital, LLC4,804$1.74M0.04%-49313F-HRTimeline
NWAM LLC4,804$1.74M0.11%+213F-HRTimeline
Diligent Investors, LLC4,800$1.74M0.4%-9913F-HRTimeline
Schechter Investment Advisors, LLC4,789$1.74M0.13%-13213F-HRTimeline
Clarius Group, LLC4,778$1.73M0.12%+28713F-HRTimeline
GPS Wealth Strategies Group, LLC4,731$1.72M0.22%-50413F-HRTimeline
WRAPMANAGER INC4,723$1.71M0.44%+21213F-HRTimeline
Mirabaud & Cie SA4,706$1.71M0.55%+15313F-HRTimeline
Douglas Lane & Associates, LLC4,697$1.7M0.02%-13513F-HRTimeline
OSSIAM4,688$1.7M0.03%+4,30813F-HRTimeline
Tanglewood Legacy Advisors, LLC4,685$1.7M0.73%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,664$1.69M0.32%+4113F-HRTimeline
Inman Jager Wealth Management, LLC4,660$1.69M1.32%13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,646$1.69M0.06%-2313F-HRTimeline
Avidian Wealth Enterprises, LLC4,645$1.69M0.08%+22413F-HRTimeline
Cornerstone Wealth Group, LLC4,604$1.67M0.14%+8513F-HRTimeline
Flaharty Asset Management, LLC4,597$1.67M0.24%-4013F-HRTimeline
Kerusso Capital Management LLC4,595$1.67M1.06%+1013F-HRTimeline
Canopy Partners, LLC4,581$1.66M0.63%+2,09613F-HRTimeline
WMS Partners, LLC4,578$1.66M0.09%+1,47613F-HRTimeline
FARMERS TRUST CO4,576$1.66M0.31%-6013F-HRTimeline
Portside Wealth Group, LLC4,554$1.65M0.27%+74313F-HR/ATimeline
City State Bank4,550$1.65M0.58%+61413F-HRTimeline
Emprise Bank4,545$1.65M0.93%-16813F-HRTimeline
Betterment LLC4,528$1.64M<0.01%-1113F-HRTimeline
Venturi Wealth Management, LLC4,517$1.64M0.08%+62013F-HRTimeline
Westhampton Capital, LLC4,510$1.64M0.84%013F-HRTimeline
Lindbrook Capital, LLC4,510$1.64M0.15%+10613F-HRTimeline
SOL Capital Management CO4,507$1.64M0.18%-51013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,468$1.62M0.05%+39113F-HRTimeline
Norway Savings Bank4,463$1.62M0.9%-1413F-HRTimeline
RKL Wealth Management LLC4,460$1.62M0.14%+2,90313F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…4,450$1.61M1.23%013F-HRTimeline
GUERRA PAN ADVISORS, LLC4,447$1.61M1.17%+15613F-HRTimeline
RS CRUM INC.4,430$1.61M0.4%013F-HRTimeline
Larson Financial Group LLC4,430$1.61M0.08%+9713F-HRTimeline
Journey Advisory Group, LLC4,806$1.6M0.19%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,398$1.6M0.1%-13713F-HRTimelineGroup
NFSG Corp4,391$1.59M0.41%+52813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,535$1.59M+98Timeline
AM INVESTMENT STRATEGIES LLC4,384$1.59M0.39%013F-HRTimeline
Blue Chip Partners, LLC4,382$1.59M0.14%-1113F-HRTimeline
Western Wealth Management, LLC4,376$1.59M0.1%-2,63813F-HR/ATimeline
Total Clarity Wealth Management, Inc.4,373$1.59M0.52%+2713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,371$1.59M0.04%013F-HRTimelineGroup