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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Advisors Preferred, LLCin group Advisors Preferred, LLC6,300$2.46M0.41%013F-HRTimelineGroup
CNB Bank6,339$2.46M1.17%+6813F-HRTimeline
Parkside Financial Bank & Trust6,326$2.46M0.26%+5913F-HRTimeline
Good Life Advisors, LLC6,323$2.45M0.15%+1813F-HRTimeline
Ellis Investment Partners, LLC6,315$2.45M0.48%+1113F-HRTimeline
GREENBERG FINANCIAL GROUP2,290$2.44M0.91%-5513F-HRTimeline
Fort Point Capital Partners LLC6,275$2.44M0.24%-3613F-HRTimeline
LITTLE HOUSE CAPITAL LLC6,272$2.43M0.61%-1,45913F-HRTimeline
Massachusetts Wealth Management6,262$2.43M1.37%+11513F-HRTimeline
River Wealth Advisors LLC6,232$2.42M0.3%+14513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV6,230$2.42M0.33%013F-HRTimeline
PFG Investments, LLC6,229$2.42M0.14%+10713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,324$2.42M1.35%013F-HRTimeline
Strategic Advisors LLC6,176$2.4M0.47%+16513F-HRTimeline
Bahl & Gaynor LLC6,167$2.39M0.01%+38913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,156$2.39M0.04%+15513F-HRTimeline
Triangle Securities Wealth Management6,151$2.39M0.59%-71813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLC Capital Advisors6,126$2.38M0.49%-1013F-HRTimeline
Confluence Wealth Services, Inc.6,124$2.38M0.13%-11813F-HRTimeline
Vantage Point Financial LLC6,113$2.37M1.04%-5113F-HRTimeline
MONECO ADVISORS, LLC6,109$2.37M0.22%+4013F-HRTimeline
BOS Asset Management, LLC6,107$2.37M0.76%+3,56213F-HRTimeline
Redmond Asset Management, LLC6,096$2.37M0.56%-56513F-HRTimeline
Oak Asset Management, LLC6,095$2.37M0.85%-2513F-HRTimeline
Wealth Alliance Advisory Group, LLC6,084$2.36M0.45%+1,04213F-HRTimeline
Victrix Investment Advisors6,078$2.36M1.04%+28113F-HRTimeline
PRIVATE TRUST CO NA6,059$2.35M0.22%-1,70313F-HRTimeline
Kentucky Trust Co6,058$2.35M1.35%+9513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,040$2.34M0.12%-5313F-HRTimeline
Biltmore Family Office, LLC6,040$2.34M0.4%013F-HRTimeline
Weaver Capital Management LLC6,036$2.34M0.58%-16513F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT6,033$2.34M1.16%-17513F-HRTimeline
Wilson & Boucher Capital Management, LLC6,031$2.34M1.63%013F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC6,021$2.34M0.04%+17113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,015$2.34M0.2%-19213F-HRTimeline
Wealth Architects, LLC6,009$2.33M0.24%+12113F-HRTimeline
NewEdge Wealth, LLC5,582$2.33M0.04%-54613F-HRTimeline
44 WEALTH MANAGEMENT LLC5,993$2.33M0.82%-36413F-HRTimeline
WealthPlan Investment Management, LLC5,992$2.33M0.17%-10813F-HRTimeline
CFC Planning Co LLC5,982$2.32M2.24%+78413F-HRTimeline
Keudell/Morrison Wealth Management5,978$2.32M0.51%-17413F-HRTimeline
Chicago Capital, LLC5,959$2.31M0.06%-9,97513F-HRTimeline
JFS WEALTH ADVISORS, LLC5,957$2.31M0.15%+12613F-HRTimeline
Trueblood Wealth Management, LLC5,914$2.3M0.96%-87213F-HRTimeline
Iron Gate Global Advisors LLC5,894$2.29M0.25%+1,40613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,884$2.28M0.5%-13613F-HRTimeline
HHM Wealth Advisors, LLC5,882$2.28M0.27%-22413F-HRTimeline
CHAPIN DAVIS, INC.5,877$2.28M0.63%-90913F-HRTimeline
Aljian Capital Management, LLC5,874$2.28M0.5%-5713F-HRTimeline
Cordatus Wealth Management LLC5,834$2.27M0.56%-23813F-HRTimeline
Bernard Wealth Management Corp.5,828$2.26M1.05%-2,56213F-HRTimeline
Crown Oak Advisors, LLC5,821$2.26M1.07%-17913F-HRTimeline
AdvisorNet Financial, Inc5,815$2.26M0.15%+48213F-HRTimeline
Wealth Group, Ltd.5,814$2.26M2.24%+62913F-HRTimeline
INVESTMENT HOUSE LLC5,808$2.25M0.11%+10013F-HRTimeline
Larson Financial Group LLC5,798$2.25M0.09%+87513F-HRTimeline
Alaethes Wealth, LLC5,773$2.24M0.67%+13513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,759$2.24M1.09%-38013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,756$2.23M0.81%013F-HRTimeline
Bragg Financial Advisors, Inc5,753$2.23M0.08%-23413F-HRTimeline
Capital Investment Advisory Services, L…5,716$2.22M0.18%+33213F-HRTimeline
Almanack Investment Partners, LLC.5,708$2.22M0.35%new13F-HRTimeline
Cottage Street Advisors LLC5,708$2.22M1.15%-15413F-HRTimeline
Applied Finance Capital Management, LLC5,677$2.2M0.15%+45213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,653$2.19M0.81%-19813F-HRTimeline
Convergence Investment Partners, LLC5,623$2.18M0.55%-5413F-HRTimeline
Checchi Capital Advisers, LLC5,616$2.18M0.15%-66113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5,608$2.18M1.3%-3613F-HRTimeline
Beaton Management Co. Inc.5,603$2.17M1.06%013F-HRTimeline
WD RUTHERFORD LLC5,602$2.17M1%-9313F-HRTimeline
Huntleigh Advisors, Inc.5,598$2.17M0.42%-213F-HRTimeline
CGN Advisors LLC5,594$2.17M0.19%-99413F-HRTimeline
Perkins Coie Trust Co5,588$2.17M0.37%-30613F-HRTimeline
Cascade Investment Advisors, Inc.5,580$2.17M1.39%-54013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,578$2.17M0.03%-3713F-HRTimeline
RD Lewis Holdings, Inc.5,190$2.17M2.19%-3413F-HRTimeline
IFG Advisory, LLC5,570$2.16M0.11%+37713F-HRTimeline
INGALLS & SNYDER LLC5,540$2.15M0.08%+4513F-HRTimeline
Clarius Group, LLC5,501$2.14M0.12%+1613F-HRTimeline
Intellectus Partners, LLC5,493$2.13M0.46%-21913F-HRTimeline
Clark Capital Management Group, Inc.5,483$2.13M0.01%-5613F-HRTimeline
SCS Capital Management LLC5,465$2.12M0.02%+2013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV5,449$2.12M0.4%-1313F-HRTimeline
TRUST POINT INC.5,440$2.11M0.2%-6213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,413$2.1M0.03%-51213F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,836$2.1M0.62%+813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,400$2.1M0.14%-6413F-HRTimeline
CERTUITY, LLC5,392$2.09M0.2%-1,52213F-HRTimeline
AM INVESTMENT STRATEGIES LLC5,365$2.08M0.49%+93613F-HRTimeline
Garde Capital, Inc.5,359$2.08M0.11%+213F-HRTimeline
TI-TRUST, INC5,356$2.08M1.39%-10013F-HRTimeline
Core Wealth Advisors, Inc.5,355$2.08M0.6%-1,97813F-HRTimeline
Econ Financial Services Corp5,349$2.08M1.07%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,028$2.08M+862Timeline
SILVERLAKE WEALTH MANAGEMENT LLC5,328$2.07M0.61%+1,64013F-HRTimeline
BRADY FAMILY WEALTH, LLC5,324$2.07M0.64%+4,63513F-HRTimeline
Eisler Capital Management Ltd.5,299$2.06M0.07%-50,75013F-HRTimeline
Patton Albertson Miller Group, LLC5,289$2.05M0.27%-5813F-HRTimeline
LOM Asset Management Ltd5,286$2.05M0.69%13F-HR/ATimeline
Advisory Alpha, LLC5,275$2.05M0.06%+22313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,264$2.04M0.38%+24813F-HRTimeline
Connecticut Wealth Management, LLC5,253$2.04M0.1%-4813F-HRTimeline
Eldridge Investment Advisors, Inc.5,237$2.03M0.43%-613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5,233$2.03M<0.01%-41,50613F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.5,225$2.03M1.57%-28813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd5,226$2.03M0.14%+13813F-HRTimelineGroup
Rollins Financial Advisors, LLC5,219$2.03M0.32%-2,22113F-HRTimeline
ARS Wealth Advisors Group, LLC5,214$2.02M0.23%-36013F-HRTimeline
Andra AP-fonden5,200$2.02M0.03%-15,70013F-HRTimeline
IFC Advisors LLC5,186$2.01M0.38%+11913F-HRTimeline
Rodgers Brothers Inc.5,176$2.01M0.25%+1,50013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC5,171$2.01M0.45%+8113F-HRTimeline
Allegheny Financial Group5,168$2.01M0.45%+1,19113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,148$2M0.06%+1,50913F-HRTimeline
Pallas Capital Advisors LLC5,133$1.99M0.08%-11,24913F-HRTimeline
Atlas Brown,Inc.5,119$1.99M0.64%-15713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,116$1.99M0.18%+3913F-HRTimelineGroup
Aaron Wealth Advisors LLC5,111$1.98M0.2%-47913F-HRTimeline
Savvy Advisors, Inc.5,105$1.98M0.13%+83813F-HRTimeline
True North Advisors, LLC5,058$1.96M0.38%-16913F-HRTimeline
Granite Investment Partners, LLC5,054$1.96M0.1%+1,12513F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,094$1.96M0.85%+1113F-HRTimeline
Sava Infond d.o.o.5,040$1.96M0.31%013F-HRTimeline
Northern Financial Advisors Inc5,030$1.95M1.47%-7013F-HRTimeline
NWAM LLC4,656$1.94M0.11%-13613F-HR/ATimeline
NEXT CENTURY GROWTH INVESTORS LLC5,005$1.94M0.15%new13F-HRTimeline
Wolff Financial Management LLC5,002$1.94M0.5%013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…5,000$1.94M0.08%new13F-HRTimelineGroup
Cladis Investment Advisory, LLC5,000$1.94M1.22%013F-HRTimeline
Haverford Trust Co4,997$1.94M0.02%-73013F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,987$1.94M1.95%+40013F-HRTimeline
High Falls Advisors, Inc4,986$1.94M0.43%+1213F-HRTimeline
L. Roy Papp & Associates, LLP4,982$1.93M0.23%013F-HRTimeline
WBH ADVISORY INC4,981$1.93M0.16%-5013F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,960$1.93M0.73%+29113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,954$1.92M0.5%+2513F-HRTimeline
Opes Wealth Management LLC4,952$1.92M0.34%-513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,918$1.91M0.13%+8813F-HRTimeline
DHJJ Financial Advisors, Ltd.4,914$1.91M0.69%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,879$1.89M0.07%-29413F-HRTimeline
Pinnacle West Asset Management, Inc.4,870$1.89M1.31%-2513F-HRTimeline
ISTHMUS PARTNERS, LLC4,858$1.89M0.22%+3,30113F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.4,858$1.89M1.44%013F-HRTimeline
Harbor Group, Inc.4,857$1.89M0.33%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,857$1.89M0.12%+30913F-HR/ATimelineGroup
CFM WEALTH PARTNERS LLC4,853$1.88M0.3%013F-HRTimeline
RiverFront Investment Group, LLC4,850$1.88M0.04%+52613F-HRTimeline
Simplicity Wealth,LLC4,826$1.87M0.08%+18013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,826$1.87M0.42%+41113F-HRTimeline
GARRISON POINT ADVISORS, LLC4,815$1.87M0.86%-17513F-HRTimeline
Sunpointe, LLC4,786$1.86M0.74%+8713F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,768$1.85M0.55%-17013F-HRTimeline
Journey Advisory Group, LLC4,749$1.84M0.14%-3913F-HRTimeline
Hillsdale Investment Management Inc.4,737$1.84M0.07%+3,71013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,736$1.84M0.14%+2413F-HRTimeline
Inman Jager Wealth Management, LLC4,722$1.83M1.24%+21413F-HRTimeline
Kerusso Capital Management LLC4,718$1.83M1.13%+313F-HRTimeline
NORDEN GROUP LLC4,700$1.82M0.2%+24713F-HRTimeline
Tanglewood Legacy Advisors, LLC4,685$1.82M0.75%013F-HRTimeline
InTrack Investment Management Inc4,683$1.82M1.22%+2713F-HRTimeline
Emprise Bank4,676$1.82M0.87%+15613F-HRTimeline
Westover Capital Advisors, LLC4,676$1.82M0.36%013F-HRTimeline
EPG Wealth Management LLC4,661$1.81M0.54%+74013F-HRTimeline
Csenge Advisory Group5,198$1.81M0.1%+51513F-HRTimeline
Sawyer & Company, Inc1,692$1.8M0.6%new13F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC4,636$1.8M0.2%-11313F-HRTimeline
NFSG Corp4,626$1.8M0.29%+29613F-HRTimeline
Global Trust Asset Management, LLC4,605$1.79M0.96%-85813F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding4,599$1.79M-586Timeline
BayBridge Capital Group, LLC4,598$1.78M1.15%+12513F-HRTimeline
GSA CAPITAL PARTNERS LLP4,590$1.78M0.12%+3,31013F-HRTimeline
Portside Wealth Group, LLC4,576$1.78M0.26%+33713F-HRTimeline
Norway Savings Bank4,573$1.78M0.91%+12813F-HRTimeline
Glen Eagle Advisors, LLC4,572$1.77M0.27%-2,63713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,561$1.77M0.3%-28813F-HRTimelineGroup
Kovack Advisors, Inc.4,559$1.77M0.17%+4413F-HRTimeline
GUERRA PAN ADVISORS, LLC4,549$1.77M1.16%+3613F-HRTimeline
XML Financial, LLC4,542$1.76M0.15%+16713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,536$1.76M0.06%-10513F-HRTimeline
Diligent Investors, LLC4,534$1.76M0.42%+20913F-HRTimeline
Widmann Financial Services, Inc.4,529$1.76M1.23%+1813F-HRTimeline
FIRST MANHATTAN CO. LLC.4,511$1.75M<0.01%-17813F-HRTimeline
SOL Capital Management CO4,489$1.74M0.17%+213F-HRTimeline
City State Bank4,483$1.74M0.55%-3013F-HRTimeline
RKL Wealth Management LLC4,481$1.74M0.15%+1913F-HRTimeline
Smartleaf Asset Management LLC4,514$1.74M0.15%-62513F-HRTimeline
Institute for Wealth Management, LLC.4,465$1.73M0.19%-25013F-HRTimeline
Cornerstone Wealth Group, LLC4,463$1.73M0.13%-17713F-HRTimeline
Old West Investment Management, LLC4,458$1.73M0.57%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…4,450$1.73M1.29%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC4,443$1.72M0.68%-1013F-HRTimeline
RS CRUM INC.4,430$1.72M0.41%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,416$1.71M0.15%+18313F-HRTimeline
GPS Wealth Strategies Group, LLC4,412$1.71M0.2%+10113F-HRTimeline
COURIER CAPITAL LLC4,391$1.7M0.1%+12913F-HRTimeline
IMS Capital Management4,375$1.7M0.79%+2,90013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,371$1.7M0.05%013F-HRTimelineGroup
Fire Capital Management LLC4,369$1.7M1.08%+32813F-HRTimeline
LANARK FINANCIAL, INC.4,356$1.69M0.14%-2013F-HRTimeline
Cooper Financial Group4,348$1.69M0.2%-1,22113F-HRTimeline