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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BankPlus Trust Departmentgroup of 2 filers holding6,261$2.06M+96Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV6,230$2.06M0.29%-9513F-HRTimeline
E Fund Management Co., Ltd.6,210$2.05M0.1%+95013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,207$2.05M0.18%-513F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT6,208$2.05M1.04%-23413F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,205$2.05M0.39%-79213F-HRTimeline
Weaver Capital Management LLC6,201$2.05M0.54%-2,63013F-HRTimeline
Vantage Point Financial LLC6,164$2.03M1.02%+9213F-HRTimeline
Keudell/Morrison Wealth Management6,152$2.03M0.48%+17913F-HRTimeline
Massachusetts Wealth Management6,147$2.03M1.39%-31013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,139$2.02M0.95%-38713F-HRTimeline
FLC Capital Advisors6,136$2.02M0.45%-13113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,130$2.02M0.19%+48013F-HRTimeline
NewEdge Wealth, LLC6,128$2.02M0.04%-28413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,121$2.02M0.11%-8,07013F-HRTimelineGroup
PFG Investments, LLC6,122$2.02M0.13%+24313F-HRTimeline
Cascade Investment Advisors, Inc.6,120$2.02M1.36%+513F-HRTimeline
Oak Asset Management, LLC6,120$2.02M0.74%013F-HRTimeline
HHM Wealth Advisors, LLC6,106$2.01M0.27%+12513F-HRTimeline
WealthPlan Investment Management, LLC6,100$2.01M0.2%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,093$2.01M0.12%+5313F-HRTimeline
River Wealth Advisors LLC6,087$2.01M0.28%-16613F-HRTimeline
Solidarity Wealth, LLC6,074$2M0.49%new13F-HRTimeline
Cordatus Wealth Management LLC6,072$2M0.55%+4,83713F-HRTimeline
MONECO ADVISORS, LLC6,069$2M0.21%+113F-HR/ATimeline
Biltmore Family Office, LLC6,040$1.99M0.34%013F-HRTimeline
Wilson & Boucher Capital Management, LLC6,031$1.99M1.48%-12513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC6,020$1.99M0.47%+3,16813F-HRTimeline
Strategic Advisors LLC6,011$1.98M0.38%+28713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,001$1.98M0.03%-32613F-HRTimeline
Crown Oak Advisors, LLC6,000$1.98M1%013F-HRTimeline
Bragg Financial Advisors, Inc5,987$1.97M0.08%-13513F-HRTimeline
COZAD ASSET MANAGEMENT INC5,974$1.97M0.2%-1,69013F-HRTimeline
Kentucky Trust Co5,963$1.97M1.17%-9013F-HRTimeline
Aljian Capital Management, LLC5,931$1.96M0.46%+1013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,925$1.95M0.03%-16713F-HRTimeline
Perkins Coie Trust Co5,894$1.94M0.44%-25913F-HRTimeline
Wealth Architects, LLC5,888$1.94M0.21%+1,74913F-HR/ATimeline
Cottage Street Advisors LLC5,862$1.93M0.97%+6513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,851$1.93M0.78%013F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC5,850$1.93M0.03%+1,80613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,847$1.93M0.01%-5613F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC5,846$1.93M0.88%-88913F-HRTimeline
JFS WEALTH ADVISORS, LLC5,831$1.92M0.13%+2,58513F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,810$1.92M0.03%+16013F-HRTimelineGroup
Dana Investment Advisors, Inc.5,800$1.91M0.07%-32,48313F-HRTimeline
Ethos Financial Group, LLC5,526$1.91M0.18%+4,26313F-HRTimeline
Bahl & Gaynor LLC5,778$1.91M0.01%-10213F-HRTimeline
Victrix Investment Advisors5,797$1.9M1%+3613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,756$1.9M0.76%-6913F-HRTimeline
Haverford Trust Co5,727$1.89M0.02%-44513F-HRTimeline
Intellectus Partners, LLC5,712$1.88M0.47%-9813F-HRTimeline
INVESTMENT HOUSE LLC5,708$1.88M0.11%-2513F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…5,699$1.88M<0.01%new13F-HRTimeline
Convergence Investment Partners, LLC5,677$1.87M0.52%-15113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,651$1.86M0.12%+1,68713F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…5,644$1.86M1.3%-14313F-HRTimeline
Alaethes Wealth, LLC5,638$1.86M0.68%+13613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,615$1.85M0.03%-15513F-HRTimeline
Beaton Management Co. Inc.5,603$1.85M0.96%-5013F-HRTimeline
Huntleigh Advisors, Inc.5,600$1.85M0.43%+6613F-HR/ATimeline
Confluence Wealth Services, Inc.6,242$1.85M0.12%+2,35913F-HRTimeline
Aaron Wealth Advisors LLC5,590$1.84M0.21%-50613F-HRTimeline
ARS Wealth Advisors Group, LLC5,574$1.84M0.26%-16613F-HRTimeline
Cooper Financial Group5,569$1.84M0.24%-4713F-HRTimeline
Clark Capital Management Group, Inc.5,539$1.83M0.01%-73013F-HRTimeline
Accurate Wealth Management, LLC6,211$1.82M0.35%+73313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.5,513$1.82M1.44%new13F-HRTimeline
TRUST POINT INC.5,502$1.81M0.17%-53113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,499$1.81M0.03%-19,12913F-HRTimelineGroup
INGALLS & SNYDER LLC5,495$1.81M0.06%+15013F-HRTimeline
TWINBEECH CAPITAL LP5,489$1.81M0.03%new13F-HRTimeline
Clarius Group, LLC5,485$1.81M0.11%+70713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,464$1.8M0.14%+9813F-HRTimeline
Global Trust Asset Management, LLC5,463$1.8M1.1%-3,62713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV5,462$1.8M0.39%-7113F-HRTimeline
TI-TRUST, INC5,456$1.8M1.19%-3,08013F-HRTimeline
SCS Capital Management LLC5,445$1.8M0.02%new13F-HR/ATimeline
Symphony Financial, Ltd. Co.6,217$1.79M1.06%-64913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,388$1.78M0.03%-86113F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,368$1.78M0.03%+2,66713F-HRTimelineGroup
Capital Investment Advisory Services, L…5,384$1.78M0.16%+36013F-HRTimeline
Garde Capital, Inc.5,357$1.77M0.1%+113F-HRTimeline
Patton Albertson Miller Group, LLC5,347$1.76M0.26%+1313F-HR/ATimeline
AdvisorNet Financial, Inc5,333$1.76M0.13%-21413F-HRTimeline
Frank, Rimerman Advisors LLC5,329$1.76M0.14%+13913F-HRTimeline
Connecticut Wealth Management, LLC5,301$1.75M0.09%-15413F-HRTimeline
Atlas Brown,Inc.5,276$1.74M0.61%-6513F-HRTimeline
HUB Investment Partners, LLC5,257$1.73M0.07%+1,74513F-HRTimeline
LGT Fund Management Co Ltd.5,249$1.73M0.16%013F-HRTimeline
Eldridge Investment Advisors, Inc.5,243$1.73M0.4%-2013F-HRTimeline
True North Advisors, LLC5,227$1.72M0.31%-22813F-HRTimeline
Applied Finance Capital Management, LLC5,225$1.72M0.13%+28313F-HRTimeline
Wealthspire Advisors, LLC5,200$1.71M0.01%-24213F-HRTimeline
CFC Planning Co LLC5,198$1.71M1.87%+35713F-HR/ATimeline
IFG Advisory, LLC5,193$1.71M0.09%-16513F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding5,185$1.71M-90Timeline
Wealth Group, Ltd.5,185$1.71M1.11%+7313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,173$1.71M0.06%+4613F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P5,157$1.7M0.04%-97613F-HRTimeline
Smartleaf Asset Management LLC5,139$1.69M0.16%+29213F-HRTimeline
RD Lewis Holdings, Inc.5,224$1.69M1.91%+2013F-HRTimeline
Northern Financial Advisors Inc5,100$1.68M1.39%-6013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC5,090$1.68M0.39%-10313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd5,088$1.68M0.15%-31213F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC5,083$1.68M0.79%+3813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,077$1.67M0.17%+17313F-HRTimelineGroup
IFC Advisors LLC5,067$1.67M0.35%-8613F-HRTimeline
WD RUTHERFORD LLC5,695$1.67M0.89%-10013F-HRTimeline
Corps Capital Advisors, LLC5,060$1.67M1.76%+1413F-HRTimeline
Advisory Alpha, LLC5,052$1.67M0.06%+6213F-HR/ATimeline
Wealth Alliance Advisory Group, LLC5,042$1.66M0.34%+91013F-HRTimeline
Sava Infond d.o.o.5,040$1.66M0.32%013F-HRTimeline
GREENBERG FINANCIAL GROUP2,345$1.66M0.69%13F-HRTimeline
WBH ADVISORY INC5,031$1.66M0.15%-39013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,016$1.65M0.35%+20413F-HRTimeline
Wolff Financial Management LLC5,002$1.65M0.46%013F-HRTimeline
Cladis Investment Advisory, LLC5,000$1.65M1.19%013F-HRTimeline
GARRISON POINT ADVISORS, LLC4,990$1.65M0.8%-11513F-HRTimeline
L. Roy Papp & Associates, LLP4,982$1.64M0.2%013F-HRTimeline
High Falls Advisors, Inc4,974$1.64M0.39%+5913F-HRTimeline
Opes Wealth Management LLC4,957$1.63M0.33%+113F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC4,940$1.63M0.04%-1,00013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,938$1.63M0.57%-113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,929$1.63M0.46%+2013F-HRTimeline
Larson Financial Group LLC4,923$1.62M0.08%+49313F-HRTimeline
DHJJ Financial Advisors, Ltd.4,914$1.62M0.65%+113F-HRTimeline
Pinnacle West Asset Management, Inc.4,895$1.61M1.17%013F-HRTimeline
CoreCap Advisors, LLC4,864$1.6M0.07%+84313F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.4,858$1.6M1.22%013F-HRTimeline
Harbor Group, Inc.4,857$1.6M0.32%+113F-HRTimeline
CFM WEALTH PARTNERS LLC4,853$1.6M0.28%-55613F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,849$1.6M0.3%-15313F-HRTimelineGroup
KG Capital Management4,848$1.59M0.52%+1,36413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,830$1.59M0.12%-37813F-HRTimeline
Total Clarity Wealth Management, Inc.4,373$1.59M0.52%013F-HRTimeline
NWAM LLC4,792$1.58M0.14%-1213F-HRTimeline
Journey Advisory Group, LLC4,788$1.58M0.13%-1813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,749$1.57M0.29%+8513F-HRTimeline
Institute for Wealth Management, LLC.4,715$1.56M0.2%-31313F-HRTimeline
Kerusso Capital Management LLC4,715$1.56M0.99%+12013F-HRTimeline
Sunpointe, LLC4,699$1.55M0.83%-33013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,689$1.55M<0.01%+36113F-HRTimeline
Tanglewood Legacy Advisors, LLC4,685$1.55M0.68%013F-HRTimeline
Westover Capital Advisors, LLC4,676$1.54M0.34%+43013F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,669$1.54M0.77%+56113F-HRTimeline
InTrack Investment Management Inc4,656$1.54M1.39%+84813F-HRTimeline
Simplicity Wealth,LLC4,646$1.53M0.12%+2,44713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,644$1.53M0.08%+35013F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC4,641$1.53M0.06%-513F-HRTimeline
Cornerstone Wealth Group, LLC4,640$1.53M0.13%+3613F-HRTimeline
Main Street Financial Solutions, LLC4,602$1.52M0.13%-23413F-HRTimeline
Canopy Partners, LLC4,588$1.51M0.59%+713F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,587$1.51M1.27%-40013F-HRTimeline
FARMERS TRUST CO4,576$1.51M0.28%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,571$1.51M0.05%+10313F-HRTimeline
Callan Family Office, LLC4,570$1.51M0.11%-8,18713F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,548$1.5M0.09%+57113F-HRTimelineGroup
Emprise Bank4,520$1.49M0.8%-2513F-HRTimeline
Kovack Advisors, Inc.4,515$1.49M0.16%-77913F-HRTimeline
GUERRA PAN ADVISORS, LLC4,513$1.49M1.17%+6613F-HRTimeline
City State Bank4,513$1.49M0.49%-3713F-HRTimeline
Widmann Financial Services, Inc.4,511$1.49M1.16%+18513F-HRTimeline
Inman Jager Wealth Management, LLC4,508$1.49M1.11%-15213F-HRTimeline
Western Wealth Management, LLC4,500$1.48M0.1%+12413F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA4,498$1.48M0.28%+1,75113F-HRTimelineGroup
Iron Gate Global Advisors LLC4,488$1.48M0.2%+15013F-HR/ATimeline
SOL Capital Management CO4,487$1.48M0.16%-2013F-HRTimeline
BayBridge Capital Group, LLC4,473$1.48M1.06%+2,46913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,467$1.47M0.06%+2,82813F-HRTimelineGroup
RKL Wealth Management LLC4,462$1.47M0.14%+213F-HRTimeline
Old West Investment Management, LLC4,458$1.47M0.53%new13F-HRTimeline
NORDEN GROUP LLC4,453$1.47M0.17%-76013F-HRTimeline
1 NORTH WEALTH SERVICES LLC4,453$1.47M0.68%-65713F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…4,450$1.47M1.12%013F-HRTimeline
Norway Savings Bank4,445$1.47M0.83%-1813F-HRTimeline
Venturi Wealth Management, LLC4,437$1.46M0.08%-8013F-HRTimeline
AMERIFLEX GROUP, INC.4,432$1.46M0.6%+98913F-HRTimeline
RS CRUM INC.4,430$1.46M0.39%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC4,429$1.46M0.35%+4513F-HRTimeline
Sunbelt Securities, Inc.4,421$1.46M0.13%+71313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,415$1.46M0.35%+21513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,712$1.45M0.12%+1,05213F-HRTimeline
Blue Chip Partners, LLC4,378$1.44M0.12%-413F-HRTimeline
LANARK FINANCIAL, INC.4,376$1.44M0.12%+4,37013F-HRTimeline
XML Financial, LLC4,375$1.44M0.13%+7413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,371$1.44M0.05%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,358$1.44M0.08%+613F-HRTimeline
ROCKLAND TRUST CO4,352$1.44M0.07%-59813F-HRTimeline
Flaharty Asset Management, LLC4,342$1.43M0.21%-25513F-HRTimeline
AMARILLO NATIONAL BANK4,334$1.43M0.28%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,332$1.43M0.09%-83713F-HRTimeline
NFSG Corp4,330$1.43M0.35%-6113F-HRTimeline
Diligent Investors, LLC4,325$1.43M0.35%-47513F-HRTimeline
RiverFront Investment Group, LLC4,324$1.43M0.03%+1,39513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,324$1.43M0.92%-7,51213F-HRTimeline
Oak Harvest Investment Services4,319$1.42M0.2%-3613F-HRTimeline
GPS Wealth Strategies Group, LLC4,311$1.42M0.19%-42013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,300$1.42M0.03%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,299$1.42M0.14%+13513F-HRTimelineGroup