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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Compton Wealth Advisory Group, LLC6,710$3.84M0.84%-10013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,700$3.84M0.54%013F-HRTimeline
AR ASSET MANAGEMENT INC6,700$3.84M0.78%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC6,685$3.83M0.15%-4013F-HRTimeline
COURIER CAPITAL LLC6,680$3.83M0.21%-12113F-HRTimeline
Stone Summit Wealth LLC6,670$3.82M1.04%-28113F-HRTimeline
IFC Advisors LLC6,668$3.82M0.56%+1,24413F-HRTimeline
Beacon Bank & Trust6,647$3.81M0.77%-31113F-HRTimeline
Columbia Bank6,629$3.8M1.06%-57413F-HRTimeline
Oxbow Advisors, LLC6,620$3.79M0.33%-2413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC6,594$3.78M1.59%-24613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,300$3.77M0.61%013F-HRTimelineGroup
Xcel Wealth Management, LLC6,576$3.77M0.96%+3113F-HRTimeline
Greenfield Savings Bank6,568$3.76M1.58%-6013F-HRTimeline
CFC Planning Co LLC6,566$3.76M2.89%+25113F-HRTimeline
Schear Investment Advisers, LLC6,554$3.75M1.62%-39413F-HRTimeline
Cottage Street Advisors LLC6,544$3.75M1.59%-48313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,512$3.73M0.06%new13F-HRTimelineGroup
RD Lewis Holdings, Inc.5,292$3.72M3.18%+2213F-HRTimeline
MARVIN & PALMER ASSOCIATES INC6,485$3.72M2.62%-54813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC6,479$3.71M0.05%+4,41313F-HRTimelineGroup
PRIVATE TRUST CO NA6,475$3.71M0.32%+35613F-HRTimeline
Tenere Capital LLC6,451$3.7M2.86%new13F-HRTimeline
SUMITOMO LIFE INSURANCE CO6,448$3.69M0.1%+5513F-HRTimeline
Strategic Advisors LLC6,444$3.69M0.58%+19513F-HRTimeline
Shepherd Financial Partners LLC6,439$3.69M0.34%-4113F-HRTimeline
CNB Bank6,373$3.65M1.49%-27013F-HRTimeline
Alliance Private Wealth, LLC5,182$3.64M1.27%13F-HRTimeline
Massachusetts Wealth Management6,356$3.64M1.69%-12613F-HRTimeline
Vectors Research Management, LLC6,349$3.64M1.11%-6613F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC6,318$3.62M0.06%+19713F-HRTimeline
Allegheny Financial Group6,293$3.61M0.53%-813F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC6,291$3.6M0.21%+22013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,260$3.59M0.09%new13F-HRTimelineGroup
Huntleigh Advisors, Inc.6,255$3.58M0.61%+47213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,253$3.58M0.06%+10013F-HRTimeline
JBR Co Financial Management Inc6,252$3.58M1.5%-8713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,245$3.58M0.18%-28013F-HRTimeline
Heartland Bank & Trust Co6,220$3.56M1.51%-5513F-HRTimeline
Heritage Wealth Management, Inc.6,212$3.56M0.99%-10913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,495$3.54M+466Timeline
Vantage Point Financial LLC6,175$3.54M1.27%+2913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,174$3.54M0.24%-34113F-HRTimeline
EPG Wealth Management LLC6,142$3.52M0.95%-3313F-HRTimeline
Gallo Partners, LP6,140$3.52M3.1%-4,68613F-HRTimeline
BOS Asset Management, LLC6,132$3.51M0.94%-21113F-HRTimeline
JFS WEALTH ADVISORS, LLC6,122$3.51M0.2%-1113F-HRTimeline
FLC Capital Advisors6,105$3.5M0.65%013F-HRTimeline
PINKERTON WEALTH, LLC6,098$3.49M0.36%new13F-HRTimeline
Confluence Wealth Services, Inc.6,072$3.48M0.14%+25613F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,359$3.47M0.91%+19213F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding6,054$3.47M-247Timeline
Ellis Investment Partners, LLC6,042$3.46M0.6%-19413F-HRTimeline
MONECO ADVISORS, LLC6,030$3.45M0.27%-16313F-HRTimeline
BOWEN HANES & CO INC6,029$3.45M0.09%-1513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,028$3.45M0.27%-6213F-HRTimeline
Biltmore Family Office, LLC6,011$3.44M0.48%+3613F-HRTimeline
Keudell/Morrison Wealth Management5,983$3.43M0.72%13F-HRTimeline
BOSTON FAMILY OFFICE LLC5,983$3.43M0.22%+2,26913F-HRTimeline
Fideuram Asset Management (Ireland) dac9,976$3.42M0.27%13F-HRTimeline
Wilson & Boucher Capital Management, LLC5,971$3.42M2.25%-1013F-HRTimeline
Bernard Wealth Management Corp.5,967$3.42M1.39%+3013F-HRTimeline
WD RUTHERFORD LLC5,932$3.4M1.42%-17813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,932$3.4M0.66%+5113F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP5,911$3.39M0.2%+5,20113F-HRTimelineGroup
Parkside Financial Bank & Trust5,904$3.38M0.25%-45313F-HRTimeline
Family Manage LLC5,889$3.37M0.43%-3,90613F-HRTimeline
Wealth Architects, LLC5,881$3.37M0.3%-10513F-HRTimeline
REXFORD CAPITAL INC5,871$3.36M2.55%-52413F-HRTimeline
Cordatus Wealth Management LLC5,867$3.36M0.78%-713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,851$3.35M0.04%-17913F-HRTimeline
Kentucky Trust Co5,838$3.34M1.77%-14513F-HRTimeline
Crown Oak Advisors, LLC5,821$3.33M1.58%013F-HRTimeline
Kerusso Capital Management LLC5,819$3.33M1.54%+1,37413F-HRTimeline
Gen-Wealth Partners Inc5,818$3.33M1.07%-90613F-HRTimeline
BRADY FAMILY WEALTH, LLC5,813$3.33M1.03%-11813F-HRTimeline
INVESTMENT HOUSE LLC5,808$3.33M0.16%013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP5,794$3.32M0.05%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Advisory Alpha, LLC5,786$3.32M0.09%+31513F-HRTimeline
Beaton Management Co. Inc.5,783$3.31M1.46%+18013F-HRTimeline
Bragg Financial Advisors, Inc5,776$3.31M0.11%-22413F-HRTimeline
G&S Capital LLC5,769$3.3M1.17%-26213F-HRTimeline
HHM Wealth Advisors, LLC5,754$3.3M0.39%-513F-HRTimeline
AM INVESTMENT STRATEGIES LLC5,741$3.29M0.68%+4713F-HRTimeline
Stamos Capital Partners, L.P.5,739$3.29M0.53%+1,57113F-HRTimeline
Sterling Capital Management LLC5,728$3.28M0.05%+1,91613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,716$3.27M0.17%+35913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,700$3.27M0.52%+15213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,653$3.24M0.97%013F-HRTimeline
Security National Bank5,648$3.24M0.46%+92013F-HRTimeline
Wealth Group, Ltd.5,633$3.23M3.15%13F-HRTimeline
Victrix Investment Advisors5,629$3.22M1.25%-31113F-HRTimeline
Permanent Capital Management, LP5,586$3.2M0.62%+21713F-HRTimeline
Aljian Capital Management, LLC5,582$3.2M0.64%-9513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,569$3.19M0.04%+213F-HRTimeline
Trueblood Wealth Management, LLC5,567$3.19M1.24%-18913F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…5,562$3.19M2.11%-1,59513F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC5,517$3.16M0.2%+113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,515$3.16M1.38%-6513F-HRTimeline
Financial Plan, Inc.5,511$3.16M0.36%13F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD5,500$3.15M0.73%new13F-HRTimeline
Ellenbecker Investment Group5,492$3.15M0.44%+4,68913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,480$3.14M0.71%+14313F-HRTimeline
Alaethes Wealth, LLC5,475$3.14M0.88%-4213F-HRTimeline
Capital Investment Advisory Services, L…5,473$3.14M0.22%-7213F-HRTimeline
Smithfield Trust Co5,463$3.13M0.14%+1,01113F-HRTimeline
FIRST HORIZON CORP5,456$3.13M0.14%+21513F-HRTimeline
TKG Advisors, LLC5,449$3.12M1.26%-12313F-HRTimeline
SIMON QUICK ADVISORS, LLC5,434$3.11M0.14%+4,77313F-HRTimeline
LOM Asset Management Ltd5,423$3.11M0.9%-2913F-HRTimeline
Redmond Asset Management, LLC5,411$3.1M0.79%-2513F-HRTimeline
Frank, Rimerman Advisors LLC5,391$3.09M0.2%+66113F-HRTimeline
Qtron Investments LLC5,366$3.07M0.4%-55913F-HRTimeline
Castellan Group5,364$3.07M0.39%new13F-HRTimeline
TI-TRUST, INC5,356$3.07M1.89%013F-HRTimeline
Mayflower Financial Advisors, LLC5,347$3.06M0.37%-1313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,346$3.06M0.92%-41013F-HRTimeline
Rollins Financial Advisors, LLC5,345$3.06M0.45%+1913F-HRTimeline
High Falls Advisors, Inc5,344$3.06M0.62%+213F-HRTimeline
Modern Wealth Management, LLC5,335$3.06M0.06%-4,97313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,329$3.05M0.02%+41513F-HRTimelineGroup
SCS Capital Management LLC5,314$3.04M0.03%-2713F-HRTimeline
Perkins Coie Trust Co5,302$3.04M0.57%+12513F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT5,300$3.04M1.47%-45613F-HRTimeline
NWAM LLC4,952$3.03M0.17%+4313F-HRTimeline
LAWOOD & CO5,233$3M2.84%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV5,230$3M0.39%-10013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,199$2.99M0.06%-2,05813F-HRTimelineGroup
Polymer Capital Management (HK) LTD5,223$2.99M0.47%new13F-HRTimeline
Cascade Investment Advisors, Inc.5,216$2.99M1.76%-36013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP5,202$2.98M0.29%-9,77213F-HRTimeline
Core Wealth Advisors, Inc.5,191$2.97M0.77%-2813F-HRTimeline
TRUST POINT INC.5,182$2.97M0.23%-23613F-HRTimeline
True North Advisors, LLC5,180$2.97M0.38%-413F-HRTimeline
MASTERINVEST Kapitalanlage GmbH5,139$2.97M0.28%-56013F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding5,175$2.96M-908Timeline
Connecticut Wealth Management, LLC5,161$2.96M0.13%+7313F-HRTimeline
ISTHMUS PARTNERS, LLC5,152$2.95M0.33%new13F-HRTimeline
CERTUITY, LLC5,147$2.95M0.19%+5613F-HRTimeline
Eldridge Investment Advisors, Inc.5,144$2.95M0.65%-9113F-HRTimeline
Convergence Investment Partners, LLC5,138$2.94M0.59%-22013F-HRTimeline
Garde Capital, Inc.5,134$2.94M0.17%+1213F-HRTimeline
Cornerstone Wealth Management, LLC5,133$2.94M0.15%+69913F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,131$2.94M1.18%+813F-HRTimeline
Journey Advisory Group, LLC5,123$2.93M0.25%+42213F-HRTimeline
L. Roy Papp & Associates, LLP5,118$2.93M0.32%+13613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,107$2.93M0.06%+2,65013F-HRTimeline
Applied Finance Capital Management, LLC5,081$2.91M0.21%+78313F-HRTimeline
XML Financial, LLC5,077$2.91M0.24%+2613F-HRTimeline
HCR Wealth Advisors5,045$2.89M0.29%+6713F-HRTimeline
Checchi Capital Advisers, LLC5,042$2.89M0.2%-25413F-HRTimeline
ARS Wealth Advisors Group, LLC5,041$2.89M0.26%-20113F-HRTimeline
NEXT CENTURY GROWTH INVESTORS LLC5,026$2.88M0.2%-613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,015$2.87M0.18%+6013F-HRTimeline
Norway Savings Bank5,007$2.87M1.33%+40413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,001$2.86M0.06%+1,69913F-HRTimeline
Polymer Capital Management (US) LLC5,000$2.86M0.37%+50013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,997$2.86M0.09%+6613F-HRTimeline
Wolff Financial Management LLC4,968$2.85M0.64%-3413F-HRTimeline
CGN Advisors LLC4,966$2.84M0.23%-46113F-HRTimeline
Krilogy Financial LLC4,466$2.84M0.1%+92213F-HRTimeline
WBH ADVISORY INC4,953$2.84M0.21%-2813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,944$2.83M0.07%-10713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,940$2.83M0.07%+1,45713F-HRTimeline
Atlas Brown,Inc.4,939$2.83M0.84%-4813F-HRTimeline
PCM Encore, LLC4,935$2.83M0.6%13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC4,931$2.83M0.6%-8613F-HRTimeline
CoreCap Advisors, LLC4,928$2.82M0.1%+28013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,894$2.8M0.31%+20313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,888$2.8M1.74%-99713F-HRTimeline
CFM WEALTH PARTNERS LLC4,888$2.8M0.4%+4313F-HRTimeline
Opes Wealth Management LLC4,875$2.79M0.47%-10413F-HRTimeline
Harbor Group, Inc.4,870$2.79M0.42%+1313F-HRTimeline
Pallas Capital Advisors LLC4,867$2.79M0.09%-12813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,844$2.77M0.67%-7013F-HRTimeline
Quantbot Technologies LP4,844$2.77M0.09%new13F-HRTimeline
LBP AM SA4,814$2.76M0.03%-8,45713F-HRTimeline
Pinnacle West Asset Management, Inc.4,811$2.76M1.79%-7513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,805$2.75M0.22%-45413F-HRTimelineGroup
Cladis Investment Advisory, LLC4,800$2.75M1.51%-20013F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,800$2.75M2.14%-18713F-HRTimeline
Rossmore Private Capital4,766$2.73M0.24%+55313F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,747$2.72M0.7%-2113F-HRTimeline
Haverford Trust Co4,719$2.7M0.02%-26413F-HRTimeline
Evernest Financial Advisors, LLC3,632$2.7M0.56%-63813F-HRTimeline
O'Domhnaill Enterprises, Inc.4,677$2.68M2.51%13F-HRTimeline
Westover Capital Advisors, LLC4,676$2.68M0.49%013F-HRTimeline
Vivid Wealth Management, LLC4,665$2.67M1.04%-1,25713F-HRTimeline
Vestmark Advisory Solutions, Inc.4,662$2.67M0.04%+3,40213F-HRTimeline
DB&C Advisors, LLC4,657$2.67M3.35%13F-HRTimeline
United Bank4,651$2.66M0.9%+11413F-HRTimeline
Emprise Bank4,639$2.66M1.1%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,617$2.64M0.04%-56513F-HRTimeline
Stanley-Laman Group, Ltd.4,615$2.64M0.34%+3,65513F-HRTimeline
Gateway Wealth Partners, LLC4,612$2.64M0.29%-10713F-HRTimeline
Oak Asset Management, LLC4,594$2.63M0.9%-5613F-HRTimeline
McLaughlin Asset Management, Inc.4,591$2.63M2.35%13F-HRTimeline
FIRST MANHATTAN CO. LLC.4,585$2.63M0.01%+7113F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.4,583$2.63M1.9%-7513F-HRTimeline
Cooper Financial Group4,576$2.62M0.28%+413F-HRTimeline