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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers
3,102
13F filers
3,151
New
266
Added
1,149
Reduced
1,200
Sold out
121
Shares held by filers
333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
EPG Wealth Management LLC6,175$2.95M0.81%+1,51413F-HRTimeline
Hillsdale Investment Management Inc.6,167$2.94M0.09%+1,43013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,153$2.94M0.05%-313F-HRTimeline
Vantage Point Financial LLC6,146$2.93M1.14%+3313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,136$2.93M0.1%+2,87613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,133$2.93M0.17%+17613F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC6,121$2.92M0.05%+10013F-HRTimeline
PRIVATE TRUST CO NA6,119$2.92M0.26%+6013F-HRTimeline
WD RUTHERFORD LLC6,110$2.92M1.24%+50813F-HRTimeline
FLC Capital Advisors6,105$2.91M0.56%-2113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,090$2.91M0.24%+7513F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding6,083$2.9M-10,298Timeline
Cynosure Group, LLC6,073$2.9M0.31%-3,89313F-HR/ATimeline
FRANKLIN STREET ADVISORS INC /NC6,071$2.9M0.17%-30013F-HRTimeline
BOWEN HANES & CO INC6,044$2.88M0.07%-2,74013F-HRTimeline
G&S Capital LLC6,031$2.88M1.06%-1,21813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,030$2.88M0.04%+45213F-HRTimeline
Wealthspire Advisors, LLC6,019$2.87M0.02%-5,22713F-HRTimeline
Savvy Advisors, Inc.6,014$2.87M0.13%+90913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,029$2.87M+1Timeline
Bragg Financial Advisors, Inc6,000$2.86M0.09%+24713F-HRTimeline
Wealth Architects, LLC5,986$2.86M0.27%-2313F-HRTimeline
Kentucky Trust Co5,983$2.85M1.55%-7513F-HRTimeline
Wilson & Boucher Capital Management, LLC5,981$2.85M1.88%-5013F-HRTimeline
Biltmore Family Office, LLC5,975$2.85M0.41%-6513F-HRTimeline
Victrix Investment Advisors5,940$2.83M1.55%-13813F-HRTimeline
Bernard Wealth Management Corp.5,937$2.83M1.18%+10913F-HRTimeline
BRADY FAMILY WEALTH, LLC5,931$2.83M0.88%+60713F-HRTimeline
Qtron Investments LLC5,925$2.83M0.35%-88213F-HRTimeline
Vivid Wealth Management, LLC5,922$2.83M1.12%-1,23313F-HRTimeline
GC Wealth Management RIA, LLC5,906$2.82M0.09%+2,50913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,885$2.81M1.82%-1,79313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,881$2.81M0.59%-313F-HRTimeline
Cordatus Wealth Management LLC5,874$2.8M0.66%+4013F-HRTimeline
SANDLER CAPITAL MANAGEMENT5,835$2.78M1.02%new13F-HRTimeline
Confluence Wealth Services, Inc.5,816$2.77M0.14%-30813F-HRTimeline
INVESTMENT HOUSE LLC5,808$2.77M0.13%013F-HRTimeline
Huntleigh Advisors, Inc.5,783$2.76M0.47%+18513F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS5,778$2.76M0.1%-68713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HHM Wealth Advisors, LLC5,759$2.75M0.32%-12313F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP5,758$2.75M0.51%-1,18613F-HRTimeline
Trueblood Wealth Management, LLC5,756$2.75M1.07%-15813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,756$2.75M0.87%013F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT5,756$2.75M1.31%-27713F-HRTimeline
CHAPIN DAVIS, INC.5,746$2.74M0.67%-13113F-HRTimeline
MASTERINVEST Kapitalanlage GmbH5,699$2.72M0.27%-1,86213F-HRTimeline
AM INVESTMENT STRATEGIES LLC5,694$2.72M0.59%+32913F-HRTimeline
Aljian Capital Management, LLC5,677$2.71M0.55%-19713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,653$2.7M0.84%013F-HRTimeline
Advisory Alpha, LLC5,471$2.69M0.07%+19613F-HRTimeline
Beaton Management Co. Inc.5,603$2.67M1.22%013F-HRTimeline
SIR Capital Management, L.P.5,600$2.67M0.24%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,580$2.66M1.2%-17913F-HRTimeline
Cascade Investment Advisors, Inc.5,576$2.66M1.61%-413F-HRTimeline
TKG Advisors, LLC5,572$2.66M1.14%-87613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,567$2.66M0.04%+15413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,548$2.65M0.43%+28413F-HRTimeline
Capital Investment Advisory Services, L…5,545$2.65M0.21%-17113F-HRTimeline
INGALLS & SNYDER LLC5,540$2.64M0.09%013F-HRTimeline
Alaethes Wealth, LLC5,517$2.63M0.75%-25613F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,516$2.63M0.18%+1,98913F-HRTimeline
Intellectus Partners, LLC5,496$2.62M0.51%+313F-HRTimeline
Richard Bernstein Advisors LLC5,483$2.62M0.07%-7,88513F-HRTimeline
IFG Advisory, LLC5,477$2.61M0.12%-9313F-HRTimeline
WealthPlan Investment Management, LLC5,463$2.61M0.17%-52913F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,686$2.6M0.08%-25,23813F-HRTimelineGroup
LOM Asset Management Ltd5,452$2.6M0.79%+16613F-HRTimeline
Redmond Asset Management, LLC5,436$2.59M0.64%-66013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,430$2.59M0.22%+31413F-HRTimelineGroup
CGN Advisors LLC5,427$2.59M0.21%-16713F-HRTimeline
IFC Advisors LLC5,424$2.59M0.47%+23813F-HRTimeline
TRUST POINT INC.5,418$2.59M0.21%-2213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV5,380$2.57M0.45%-6913F-HRTimeline
Permanent Capital Management, LP5,369$2.56M0.48%13F-HRTimeline
Mayflower Financial Advisors, LLC5,360$2.56M0.32%+1,36513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,357$2.56M0.16%-4313F-HRTimeline
Convergence Investment Partners, LLC5,358$2.56M0.57%-26513F-HRTimeline
TI-TRUST, INC5,356$2.56M1.61%013F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS5,348$2.55M0.11%new13F-HRTimeline
High Falls Advisors, Inc5,342$2.55M0.52%+35613F-HRTimeline
SCS Capital Management LLC5,341$2.55M0.03%-12413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,515$2.55M0.21%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,337$2.55M0.62%+913F-HRTimeline
AIA Group Ltdin group AIA Group Ltd5,330$2.54M0.04%+2,02413F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV5,330$2.54M0.33%-90013F-HR/ATimeline
Rollins Financial Advisors, LLC5,326$2.54M0.38%+10713F-HRTimeline
Checchi Capital Advisers, LLC5,296$2.53M0.17%-32013F-HRTimeline
MORTON COMMUNITY BANK4,352$2.51M0.58%+3,75513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,259$2.51M0.22%+99513F-HRTimelineGroup
NWAM LLC4,909$2.5M0.14%+25313F-HR/ATimeline
ARS Wealth Advisors Group, LLC5,242$2.5M0.25%+2813F-HRTimeline
FIRST HORIZON CORP5,241$2.5M0.12%13F-HRTimeline
Eldridge Investment Advisors, Inc.5,235$2.5M0.57%-213F-HRTimeline
Core Wealth Advisors, Inc.5,219$2.49M0.65%-13613F-HRTimeline
True North Advisors, LLC5,184$2.47M0.39%+12613F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC5,182$2.47M0.03%-2,54713F-HRTimeline
Perkins Coie Trust Co5,177$2.47M0.46%-41113F-HRTimeline
Rodgers Brothers Inc.5,176$2.47M0.3%013F-HRTimeline
Northern Financial Advisors Inc5,169$2.47M1.29%+13913F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5,164$2.46M1.33%-44413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,123$2.44M1%+2913F-HRTimeline
Garde Capital, Inc.5,122$2.44M0.12%-23713F-HRTimeline
HCR Wealth Advisors4,978$2.44M0.25%+1,00013F-HRTimeline
Bell Asset Management Ltd5,115$2.44M0.67%-6,71613F-HRTimeline
CERTUITY, LLC5,091$2.43M0.17%-30113F-HRTimeline
Connecticut Wealth Management, LLC5,088$2.43M0.11%-16513F-HRTimeline
XML Financial, LLC5,051$2.41M0.2%+50913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,051$2.41M0.07%-9713F-HRTimeline
NEXT CENTURY GROWTH INVESTORS LLC5,032$2.4M0.18%+2713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC5,017$2.39M0.52%-15413F-HRTimeline
Wolff Financial Management LLC5,002$2.39M0.55%013F-HRTimeline
Cladis Investment Advisory, LLC5,000$2.39M1.37%013F-HRTimeline
Pallas Capital Advisors LLC4,995$2.38M0.09%-13813F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,987$2.38M2.02%013F-HRTimeline
Atlas Brown,Inc.4,987$2.38M0.7%-13213F-HRTimeline
Haverford Trust Co4,983$2.38M0.02%-1413F-HRTimeline
L. Roy Papp & Associates, LLP4,982$2.38M0.27%013F-HRTimeline
WBH ADVISORY INC4,981$2.38M0.18%013F-HRTimeline
Opes Wealth Management LLC4,979$2.38M0.42%+2713F-HRTimeline
Bellwether Advisors, LLC4,968$2.37M0.39%+4,82813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,955$2.36M0.16%+3713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,931$2.35M0.08%+5213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,914$2.35M0.02%-1,89313F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,914$2.34M0.57%-4013F-HRTimeline
Pinnacle West Asset Management, Inc.4,886$2.33M1.51%+1613F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…4,074$2.33M1.55%+2,20013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,864$2.32M0.02%-33,43213F-HRTimeline
Harbor Group, Inc.4,857$2.32M0.37%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4,855$2.32M0.79%-5913F-HRTimeline
CFM WEALTH PARTNERS LLC4,845$2.31M0.34%-813F-HRTimeline
Trinity Legacy Partners, LLC3,975$2.29M0.53%+313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,776$2.28M0.49%-5013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,768$2.28M0.61%013F-HRTimeline
OSTRUM ASSET MANAGEMENT4,754$2.27M0.1%-2,04913F-HRTimeline
Crown Oak Advisors, LLC5,821$2.26M1.07%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,731$2.26M0.05%+68313F-HRTimeline
Frank, Rimerman Advisors LLC4,730$2.26M0.14%+46513F-HRTimeline
Security National Bank4,728$2.26M0.35%+71413F-HRTimeline
Gateway Wealth Partners, LLC4,719$2.25M0.3%+54613F-HRTimeline
Journey Advisory Group, LLC4,701$2.24M0.17%-4813F-HRTimeline
Main Street Financial Solutions, LLC4,696$2.24M0.14%+1,33113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,691$2.24M0.27%+5513F-HRTimeline
GARRISON POINT ADVISORS, LLC4,678$2.23M0.94%-13713F-HRTimeline
Westover Capital Advisors, LLC4,676$2.23M0.41%013F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.4,658$2.22M1.64%-20013F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding4,653$2.22M+54Timeline
Global Trust Asset Management, LLC4,653$2.22M1%+4813F-HRTimeline
Oak Asset Management, LLC4,650$2.22M0.76%-1,44513F-HRTimeline
CoreCap Advisors, LLC4,648$2.22M0.08%+57713F-HRTimeline
Emprise Bank4,639$2.21M0.96%-3713F-HRTimeline
Norway Savings Bank4,603$2.2M1.06%+3013F-HRTimeline
Sageworth Trust Co4,598$2.19M0.1%+3,84313F-HRTimeline
Simplicity Wealth,LLC4,589$2.19M0.13%-23713F-HRTimeline
Glen Eagle Advisors, LLC4,584$2.19M0.3%+1213F-HRTimeline
Cooper Financial Group4,572$2.18M0.24%+22413F-HRTimeline
Institute for Wealth Management, LLC.4,563$2.18M0.23%+9813F-HRTimeline
GUERRA PAN ADVISORS, LLC4,549$2.17M1.31%013F-HRTimeline
United Bank4,537$2.16M0.75%+45413F-HRTimeline
Highview Capital Management LLC/DE/4,525$2.16M0.79%+3,50513F-HRTimeline
Tanglewood Legacy Advisors, LLC4,525$2.16M0.83%-16013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,514$2.15M0.01%+313F-HRTimeline
1 NORTH WEALTH SERVICES LLC4,502$2.15M0.88%+5913F-HRTimeline
Polymer Capital Management (US) LLC4,500$2.15M0.29%new13F-HRTimeline
InTrack Investment Management Inc4,495$2.14M1.28%-18813F-HRTimeline
Goldstone Financial Group, LLC4,487$2.14M0.25%+1,05713F-HRTimeline
Iron Gate Global Advisors LLC4,488$2.14M0.22%-1,40613F-HRTimeline
Csenge Advisory Group4,477$2.14M0.1%-72113F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,475$2.14M0.17%-38213F-HRTimelineGroup
Widmann Financial Services, Inc.4,474$2.13M1.34%-5513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,474$2.13M0.3%-8713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC4,470$2.13M0.47%+33413F-HRTimeline
Smithfield Trust Co4,452$2.13M0.1%+20013F-HRTimeline
Old West Investment Management, LLC4,458$2.13M0.49%013F-HRTimeline
Inman Jager Wealth Management, LLC4,455$2.13M1.36%-26713F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…4,450$2.12M1.47%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,450$2.12M0.09%+20113F-HRTimeline
SOL Capital Management CO4,448$2.12M0.19%-4113F-HRTimeline
Kerusso Capital Management LLC4,445$2.12M1.3%-27313F-HRTimeline
Sava Infond d.o.o.4,440$2.12M0.3%-60013F-HRTimeline
Cornerstone Wealth Management, LLC4,434$2.12M0.12%+29813F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,434$2.12M0.16%+1813F-HRTimeline
Wealth Alliance Advisory Group, LLC4,432$2.11M0.38%-1,65213F-HRTimeline
RS CRUM INC.4,430$2.11M0.47%013F-HRTimeline
Fire Capital Management LLC4,419$2.11M1.21%+5013F-HRTimeline
City State Bank4,418$2.11M0.61%-6513F-HRTimeline
GPS Wealth Strategies Group, LLC4,399$2.1M0.22%-1313F-HRTimeline
BayBridge Capital Group, LLC4,390$2.09M1.34%-20813F-HRTimeline
Motiv8 Investments LLC4,390$2.09M1.11%+12813F-HRTimeline
RKL Wealth Management LLC4,384$2.09M0.18%-9713F-HRTimeline
IMS Capital Management4,375$2.09M0.96%013F-HRTimeline
Trek Financial, LLC4,371$2.09M0.12%+20813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,371$2.09M0.06%013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.4,338$2.07M0.55%+8113F-HRTimeline
AMARILLO NATIONAL BANK4,334$2.07M0.36%013F-HRTimeline
Solstein Capital, LLC4,324$2.06M0.94%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,300$2.05M0.04%013F-HRTimelineGroup
Applied Finance Capital Management, LLC4,298$2.05M0.15%-1,37913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,283$2.04M0.11%013F-HRTimelineGroup
Evernest Financial Advisors, LLC4,270$2.04M0.57%+4913F-HRTimeline
PROMETHIUM ADVISORS,LLC4,251$2.03M1.16%+69013F-HRTimeline