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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Avantax Planning Partners, Inc.6,850$4.85M0.13%+113F-HRTimeline
Generali Investments CEE, investicni sp…6,845$4.85M0.25%-1,52913F-HRTimeline
Western Financial Corp/CA6,842$4.85M1.9%new13F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC6,825$4.84M1.73%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC6,800$4.82M0.2%013F-HRTimeline
KLCM Advisors, Inc.6,784$4.81M0.42%-1,34113F-HRTimeline
Cross Staff Investments Inc6,781$4.8M2.43%-28513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.6,725$4.76M0.39%-1,02213F-HRTimeline
LGT Fund Management Co Ltd.6,720$4.76M0.21%-1,30913F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC6,701$4.75M0.01%+3,75013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,700$4.75M0.69%013F-HRTimeline
Sargent Investment Group, LLC6,688$4.74M0.62%-6813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC6,685$4.74M0.19%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,398$4.73M0.06%-17113F-HRTimeline
Bellwether Advisors, LLC6,659$4.72M0.8%-44213F-HRTimeline
Wealthspire Advisors, LLC6,628$4.7M0.04%-1,42913F-HRTimeline
Leonteq Securities AG6,625$4.69M0.28%-16,22813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,616$4.69M0.06%new13F-HRTimelineGroup
Hillsdale Investment Management Inc.6,597$4.67M0.13%+2,11013F-HRTimeline
Nemes Rush Group LLC6,591$4.67M0.44%-28613F-HRTimeline
Cambridge Advisors Inc.6,577$4.66M0.9%-53113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,570$4.65M0.11%+2,73113F-HRTimeline
Schear Investment Advisers, LLC6,568$4.65M2.05%+1413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC6,566$4.65M1.94%-2813F-HRTimeline
Strategic Advisors LLC6,540$4.63M0.77%+9613F-HRTimeline
Cottage Street Advisors LLC6,540$4.63M2%-413F-HRTimeline
IFC Advisors LLC6,528$4.62M0.66%-14013F-HRTimeline
Guardian Wealth Management, Inc.6,512$4.61M2.52%-1,15713F-HRTimeline
Weaver Capital Management LLC6,491$4.6M1%-23613F-HRTimeline
HUB Investment Partners, LLC6,483$4.59M0.11%+2,92113F-HRTimeline
Greenfield Savings Bank6,459$4.58M1.95%-10913F-HRTimeline
Shepherd Financial Partners LLC6,425$4.55M0.43%-1413F-HRTimeline
AdvisorNet Financial, Inc6,415$4.54M0.24%-30013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,363$4.51M0.16%-1,07513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.6,751$4.51M0.29%-2,09213F-HRTimeline
COURIER CAPITAL LLC6,354$4.5M0.25%-32613F-HR/ATimeline
Triangle Securities Wealth Management6,353$4.5M1.02%-7,24713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Bank & Trust6,332$4.49M0.92%-31513F-HRTimeline
Allegheny Financial Group6,322$4.48M0.6%+2913F-HRTimeline
Graham Capital Management, L.P.6,300$4.46M0.15%-3,70013F-HRTimeline
MONECO ADVISORS, LLC6,292$4.46M0.35%+26213F-HRTimeline
Southeast Asset Advisors, LLC6,268$4.44M0.49%-69813F-HRTimeline
PRIVATE TRUST CO NA6,267$4.44M0.4%-20813F-HRTimeline
Bernard Wealth Management Corp.6,246$4.42M1.89%+27913F-HRTimeline
Columbia Bank6,242$4.42M1.26%-38713F-HRTimeline
CHAPIN DAVIS, INC.6,225$4.41M0.98%-75613F-HRTimeline
Vantage Point Financial LLC6,194$4.39M1.54%+1913F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC6,178$4.38M0.07%-14013F-HRTimeline
Vectors Research Management, LLC6,169$4.37M1.28%-18013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,651$4.37M1.19%-213F-HRTimeline
CNB Bank6,153$4.36M1.83%-22013F-HRTimeline
Massachusetts Wealth Management6,146$4.35M1.89%-21013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,145$4.35M0.23%-10013F-HRTimeline
Stone Summit Wealth LLC6,145$4.35M1.21%-52513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,904$4.31M0.3%-27013F-HRTimeline
BRADY FAMILY WEALTH, LLC6,069$4.3M1.34%+25613F-HRTimeline
Kinloch Capital, LLC6,068$4.3M1.75%-3,91113F-HRTimeline
Advisory Alpha, LLC6,044$4.28M0.12%+25813F-HRTimeline
Ellis Investment Partners, LLC6,025$4.27M0.74%-1713F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC6,023$4.27M0.2%-1,52413F-HRTimeline
Trust Investment Advisors5,987$4.24M2.48%-75213F-HRTimeline
Biltmore Family Office, LLC5,986$4.24M0.59%-2513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.5,971$4.23M0.34%-5713F-HRTimeline
FIRST MANHATTAN CO. LLC.5,968$4.23M0.01%+1,38313F-HRTimeline
Frank, Rimerman Advisors LLC5,961$4.22M0.28%+57013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,955$4.22M0.24%-16713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,951$4.22M0.06%+10013F-HRTimeline
Cornerstone Planning, LLC5,938$4.21M0.95%-1,92213F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP5,928$4.2M0.29%-1,30013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp5,919$4.19M0.42%-91013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC5,906$4.19M1%+5,09313F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,911$4.18M0.18%+2,04213F-HRTimelineGroup
AR ASSET MANAGEMENT INC5,900$4.18M0.81%-80013F-HRTimeline
Wilson & Boucher Capital Management, LLC5,852$4.15M2.75%-11913F-HRTimeline
Rollins Financial Advisors, LLC5,852$4.15M0.66%+50713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,841$4.14M0.21%+12513F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,363$4.14M1.14%+413F-HRTimeline
Family Manage LLC5,838$4.14M0.5%-5113F-HRTimeline
Kentucky Trust Co5,824$4.13M2.16%-1413F-HRTimeline
Crown Oak Advisors, LLC5,821$4.12M2.07%013F-HRTimeline
INVESTMENT HOUSE LLC5,808$4.11M0.21%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,794$4.1M0.02%-18,20613F-HRTimeline
FLC Capital Advisors5,788$4.1M0.74%-31713F-HRTimeline
Wealth Architects, LLC5,788$4.1M0.37%-9313F-HRTimeline
Cordatus Wealth Management LLC5,780$4.09M0.97%-8713F-HRTimeline
Qtron Investments LLC5,757$4.08M0.55%+39113F-HRTimeline
AM INVESTMENT STRATEGIES LLC5,741$4.07M0.89%013F-HRTimeline
Beaton Management Co. Inc.5,733$4.06M1.81%-5013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,726$4.06M0.07%-52713F-HRTimeline
BOS Asset Management, LLC5,703$4.04M1.03%-42913F-HRTimeline
NewEdge Wealth, LLC5,677$4.02M0.05%-3,03213F-HRTimeline
Modern Wealth Management, LLC5,507$4.02M0.07%+17213F-HRTimeline
Bragg Financial Advisors, Inc5,652$4M0.13%-12413F-HRTimeline
Wealth Group, Ltd.5,634$3.99M3.72%+113F-HRTimeline
Gen-Wealth Partners Inc5,616$3.98M1.26%-20213F-HRTimeline
Trueblood Wealth Management, LLC5,595$3.96M1.55%+2813F-HRTimeline
Security National Bank5,591$3.96M0.58%-5713F-HRTimeline
REXFORD CAPITAL INC5,589$3.96M2.83%-28213F-HRTimeline
Aljian Capital Management, LLC5,585$3.96M0.81%+313F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,555$3.94M0.25%+3813F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,547$3.93M0.57%+2,62013F-HRTimeline
LOM Asset Management Ltd5,516$3.91M1.12%+9313F-HRTimeline
Financial Plan, Inc.5,511$3.9M0.42%013F-HRTimeline
Precision Wealth Strategies, LLC5,504$3.9M1.29%+4,03513F-HRTimeline
RD Lewis Holdings, Inc.4,950$3.9M3.37%-34213F-HRTimeline
BOWEN HANES & CO INC5,495$3.89M0.09%-53413F-HRTimeline
NWAM LLC5,493$3.89M0.22%+54113F-HRTimeline
Parkside Financial Bank & Trust5,492$3.89M0.3%-41213F-HRTimeline
Capital Investment Advisory Services, L…5,484$3.89M0.28%+1113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,483$3.88M0.82%+313F-HRTimeline
Leelyn Smith, LLC5,470$3.88M0.54%new13F-HRTimeline
Smithfield Trust Co5,463$3.87M0.17%013F-HRTimeline
Garde Capital, Inc.5,462$3.87M0.23%+32813F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding5,449$3.86M-605Timeline
Alaethes Wealth, LLC5,435$3.85M1.11%-4013F-HRTimeline
Kerusso Capital Management LLC5,433$3.85M1.93%-38613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,428$3.85M0.24%+41313F-HRTimeline
Victrix Investment Advisors5,419$3.84M1.39%-21013F-HRTimeline
FIRST HORIZON CORP5,400$3.83M0.16%-5613F-HRTimeline
Redmond Asset Management, LLC5,381$3.81M1.04%-3013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,375$3.81M0.8%-55713F-HRTimeline
PINKERTON WEALTH, LLC6,635$3.8M0.35%+53713F-HRTimeline
NORDEN GROUP LLC5,361$3.8M0.36%+1,41013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,357$3.79M0.34%-1,90913F-HRTimelineGroup
TI-TRUST, INC5,344$3.79M2.25%-1213F-HRTimeline
Perkins Coie Trust Co5,319$3.77M0.72%+1713F-HRTimeline
Everhart Financial Group, Inc.5,310$3.76M0.32%+75513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,308$3.76M0.83%+3,35313F-HRTimeline
Checchi Capital Advisers, LLC5,280$3.74M0.26%+23813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,274$3.74M1.17%-7213F-HRTimeline
MARVIN & PALMER ASSOCIATES INC5,270$3.73M4.47%-1,21513F-HRTimeline
Connecticut Wealth Management, LLC5,267$3.73M0.16%+10613F-HRTimeline
WD RUTHERFORD LLC5,251$3.72M1.65%-68113F-HRTimeline
MASTERINVEST Kapitalanlage GmbH5,248$3.72M0.39%+10913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,229$3.7M0.1%+28913F-HRTimeline
Oxbow Advisors, LLC5,215$3.69M0.31%-1,40513F-HRTimeline
Avidian Wealth Enterprises, LLC5,211$3.69M0.12%+85813F-HRTimeline
Alliance Private Wealth, LLC5,193$3.68M1.32%+1113F-HRTimeline
XML Financial, LLC5,193$3.68M0.3%+11613F-HRTimeline
Krilogy Financial LLC4,742$3.66M0.12%+27613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,170$3.66M0.09%+22613F-HRTimeline
True North Advisors, LLC5,165$3.66M0.42%-1513F-HRTimeline
Northern Financial Advisors Inc5,162$3.66M2.67%+2,49113F-HRTimeline
Compagnie Lombard Odier SCmA5,159$3.65M0.04%-4,65113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,154$3.65M0.08%+15313F-HRTimeline
Core Wealth Advisors, Inc.5,153$3.65M0.87%-3813F-HRTimeline
Iron Gate Global Advisors LLC5,145$3.64M0.39%+67113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,142$3.64M0.11%+14513F-HRTimeline
Eldridge Investment Advisors, Inc.5,131$3.64M0.8%-1313F-HRTimeline
Fox Hill Wealth Management5,131$3.63M1.75%+1,09913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,126$3.63M1.6%-38913F-HRTimeline
Cynosure Group, LLC5,462$3.63M0.45%-508,29213F-HRTimeline
L. Roy Papp & Associates, LLP5,117$3.63M0.42%-113F-HRTimeline
PCM Encore, LLC5,111$3.62M0.74%+17613F-HRTimeline
Mayflower Financial Advisors, LLC5,107$3.62M0.44%-24013F-HRTimeline
HHM Wealth Advisors, LLC5,097$3.61M0.42%-65713F-HRTimeline
Altshuler Shaham Ltd5,096$3.61M0.07%+1,92413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,078$3.6M1.36%-5313F-HRTimeline
Xcel Wealth Management, LLC5,076$3.6M1%-1,50013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.5,062$3.59M0.09%new13F-HR/ATimelineGroup
HCR Wealth Advisors5,060$3.59M0.37%+1513F-HRTimeline
JBR Co Financial Management Inc6,252$3.58M1.5%013F-HRTimeline
ARS Wealth Advisors Group, LLC5,046$3.57M0.3%+513F-HRTimeline
ISTHMUS PARTNERS, LLC5,045$3.57M0.37%-10713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,039$3.57M0.42%+14513F-HRTimeline
Ellenbecker Investment Group5,030$3.56M0.48%-46213F-HRTimeline
WBH ADVISORY INC4,878$3.56M0.27%-7513F-HRTimeline
Verition Fund Management LLC4,992$3.54M0.03%-52,89913F-HRTimeline
SCS Capital Management LLC4,965$3.52M0.04%-34913F-HRTimeline
Root Financial Partners, LLC4,963$3.52M0.16%+1,75413F-HRTimeline
Wolff Financial Management LLC4,948$3.51M0.77%-2013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC4,929$3.49M0.73%-213F-HRTimeline
Gould Capital, LLC4,919$3.48M2.11%-2,97213F-HRTimeline
United Bank4,917$3.48M1.16%+26613F-HRTimeline
E Fund Management Co., Ltd.4,916$3.48M0.1%13F-HRTimeline
CERTUITY, LLC4,914$3.48M0.23%-23313F-HRTimeline
LAWOOD & CO4,906$3.48M3.23%-32713F-HRTimeline
PATTON FUND MANAGEMENT, INC.4,898$3.47M0.59%-8,85813F-HRTimeline
Harbor Group, Inc.4,880$3.46M0.5%+1013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,880$3.46M0.46%-35013F-HRTimeline
Bahl & Gaynor LLC4,878$3.46M0.02%+69213F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,878$3.46M2.34%-1013F-HRTimeline
Opes Wealth Management LLC4,876$3.45M0.59%+113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,868$3.45M0.05%-3,04613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC4,862$3.44M0.07%-24513F-HRTimeline
Pallas Capital Advisors LLC4,853$3.44M0.13%-1413F-HRTimeline
Stanley-Laman Group, Ltd.4,839$3.43M0.42%+22413F-HRTimeline
Csenge Advisory Group4,821$3.42M0.16%+44213F-HRTimeline
Atlas Brown,Inc.4,801$3.4M1.02%-13813F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,801$3.4M0.93%+5413F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,800$3.4M2.68%013F-HRTimeline
CFM WEALTH PARTNERS LLC4,788$3.39M0.51%-10013F-HRTimeline
Norway Savings Bank4,786$3.39M1.61%-22113F-HRTimeline
Rossmore Private Capital4,756$3.37M0.3%-1013F-HRTimeline
Journey Advisory Group, LLC4,724$3.35M0.29%-39913F-HRTimeline
Glen Eagle Advisors, LLC4,722$3.35M0.47%+15013F-HRTimeline
Left Brain Wealth Management, LLC4,710$3.34M1.31%new13F-HRTimeline
Denver PWM, LLC3,714$3.33M1.15%-43613F-HRTimeline
EPG Wealth Management LLC4,698$3.33M0.9%-1,44413F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,183$3.32M1.51%-2213F-HRTimeline