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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Csenge Advisory Group4,610$4.91M0.2%-21113F-HRTimeline
West Branch Capital LLC4,606$4.9M1.14%+13013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,599$4.9M0.5%-4,36913F-HRTimeline
McLaughlin Asset Management, Inc.4,590$4.89M3.75%+30813F-HR/ATimeline
RS CRUM INC.4,589$4.89M0.92%+15913F-HRTimeline
Pinnacle West Asset Management, Inc.4,586$4.88M3.37%-6513F-HRTimeline
Valmark Advisers, Inc.4,580$4.88M0.05%-2613F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,573$4.87M3.83%013F-HRTimeline
Krilogy Financial LLC4,572$4.87M0.14%-17013F-HRTimeline
SCS Capital Management LLC4,569$4.87M0.05%-39613F-HRTimeline
Quintet Private Bank (Europe) S.A.4,565$4.86M0.3%-9113F-HRTimeline
Carnegie Investment Counsel4,563$4.86M0.1%+60213F-HRTimeline
New Republic Capital, LLC4,563$4.86M1.12%+2,49613F-HRTimeline
DB&C Advisors, LLC4,562$4.86M5.26%+413F-HRTimeline
Norway Savings Bank4,557$4.85M2.03%-22913F-HRTimeline
LOM Asset Management Ltd4,531$4.83M1.25%-98513F-HRTimeline
BOSTON FAMILY OFFICE LLC4,528$4.82M0.29%-3413F-HRTimeline
RKL Wealth Management LLC4,521$4.81M0.38%+14013F-HRTimeline
LSV ASSET MANAGEMENT4,517$4.81M0.01%+113F-HRTimeline
LAWOOD & CO4,507$4.8M3.25%-39913F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD4,500$4.79M1.18%-4,00013F-HRTimeline
Wealth Alliance Advisory Group, LLC4,490$4.78M0.69%+67113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,478$4.77M0.17%+37413F-HRTimelineGroup
TRUST POINT INC.4,478$4.77M0.4%+21013F-HRTimeline
SS&H Financial Advisors, Inc.4,475$4.76M1.22%13F-HRTimeline
Old West Investment Management, LLC4,458$4.75M0.5%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,448$4.74M0.18%+813F-HRTimeline
Emprise Bank4,445$4.73M1.74%-4713F-HRTimeline
Wolff Financial Management LLC4,440$4.73M0.94%-50813F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.4,433$4.72M3.21%-3,136,17013F-HRTimeline
MOKAN Wealth Management Inc.4,406$4.7M1.8%+12013F-HRTimeline
Azimuth Capital Investment Management L…4,415$4.7M0.16%-5,78013F-HRTimeline
Ellenbecker Investment Group4,396$4.68M0.54%-63413F-HRTimeline
Total Clarity Wealth Management, Inc.4,389$4.67M0.91%-17613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,387$4.67M1.16%-913F-HRTimeline
Hardy Reed LLC4,378$4.66M0.3%+12213F-HRTimeline
Facet Wealth, Inc.4,373$4.66M0.07%+1,00413F-HRTimeline
SIMON QUICK ADVISORS, LLC4,372$4.66M0.19%+8713F-HRTimeline
Performance Wealth Partners, LLC4,362$4.65M0.12%+1,92713F-HRTimeline
G&S Capital LLC4,359$4.64M1.35%-13913F-HRTimeline
Investment Research & Advisory Group, I…4,335$4.63M1.43%+3713F-HRTimeline
Acorn Wealth Advisors, LLC4,335$4.62M1.12%+11813F-HRTimeline
Oak Asset Management, LLC4,332$4.61M1.48%-5513F-HRTimeline
AlphaCore Capital LLC4,331$4.61M0.08%+39213F-HRTimeline
Weaver Capital Management LLC6,491$4.6M1.01%013F-HRTimeline
IronBridge Private Wealth, LLC4,318$4.6M1.51%-14713F-HRTimeline
TICINO WEALTH4,318$4.6M1.45%+5813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,316$4.6M0.6%-10313F-HRTimelineGroup
Great Diamond Partners, LLC4,300$4.58M0.79%-2613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,300$4.58M0.09%013F-HRTimelineGroup
Widmann Financial Services, Inc.4,300$4.58M2.46%-7513F-HRTimeline
180 WEALTH ADVISORS, LLC4,293$4.57M0.46%+11413F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.4,281$4.56M0.41%+1,60113F-HRTimelineGroup
Camarda Financial Advisors, LLC4,280$4.56M1.38%+1,67513F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…4,280$4.56M2.77%013F-HRTimeline
First Heartland Consultants, Inc.4,264$4.54M0.29%-9713F-HRTimeline
Kachkovsky & Fisher, Inc.4,232$4.51M4.33%13F-HRTimeline
M&G PLCin group M&G PLC4,224$4.5M0.02%-5,22013F-HRTimelineGroup
GC Wealth Management RIA, LLC4,222$4.5M0.26%-25813F-HRTimeline
Werlinich Asset Management, LLC4,217$4.49M1.72%013F-HRTimeline
Cynosure Group, LLC4,210$4.48M0.67%-1,25213F-HRTimeline
LANARK FINANCIAL, INC.4,198$4.47M0.3%+2113F-HRTimeline
Altshuler Shaham Ltd4,187$4.46M0.06%-90913F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,184$4.46M1.4%-2213F-HRTimeline
DSG Capital Advisors, LLC4,751$4.43M0.63%+3,02113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,164$4.43M0.64%+4013F-HRTimeline
Silvant Capital Management LLC4,157$4.43M0.13%+27613F-HRTimeline
Ellsworth Advisors, LLC4,839$4.42M0.73%+21313F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,152$4.42M0.33%-24813F-HRTimeline
Solstein Capital, LLC4,149$4.42M1.51%-12513F-HRTimeline
71 West Capital Partners4,145$4.41M0.15%+1,16913F-HRTimeline
SBI Securities Co., Ltd.4,140$4.41M0.1%+24013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,135$4.4M1.17%+31813F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,124$4.39M0.18%-7713F-HRTimeline
Deseret Mutual Benefit Administrators4,123$4.39M1.43%-45113F-HRTimeline
Burford Brothers, Inc.4,122$4.39M1.61%+9713F-HRTimeline
Gibson Capital, LLC4,117$4.38M0.72%013F-HRTimeline
Premier Path Wealth Partners, LLC4,115$4.38M0.5%+32913F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd4,109$4.38M0.01%13F-HRTimelineGroup
WASHINGTON TRUST Co4,101$4.37M0.14%-2613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS5,651$4.37M1.19%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,098$4.36M0.15%-50013F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC4,090$4.36M2.43%-44313F-HRTimeline
Rodgers Brothers Inc.4,085$4.35M0.42%-32013F-HRTimeline
Highview Capital Management LLC/DE/4,082$4.35M1.25%+61613F-HRTimeline
AMARILLO NATIONAL BANK4,076$4.34M0.7%013F-HRTimeline
INGALLS & SNYDER LLC4,069$4.33M0.12%-11113F-HRTimeline
TKG Advisors, LLC4,064$4.33M1.5%-11013F-HRTimeline
CORDA Investment Management, LLC.4,060$4.32M0.27%+30313F-HRTimeline
Westhampton Capital, LLC4,050$4.31M1.79%-10013F-HRTimeline
Birch Hill Investment Advisors LLC4,029$4.29M0.17%-1513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,029$4.29M0.48%+1,55413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,025$4.29M0.21%-7113F-HRTimeline
Keudell/Morrison Wealth Management4,025$4.29M0.81%-4013F-HRTimeline
Allen Capital Group, LLC4,017$4.28M0.35%-313F-HRTimeline
GARRISON POINT ADVISORS, LLC4,006$4.27M1.73%-8513F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$4.26M0.38%013F-HRTimeline
TrustBankin group TrustBank3,995$4.25M1.44%-3013F-HRTimelineGroup
Kathmere Capital Management, LLC3,988$4.25M0.23%+31613F-HRTimeline
PROMETHIUM ADVISORS,LLC3,986$4.24M2.04%-8013F-HRTimeline
TOWER BRIDGE ADVISORS3,983$4.24M0.38%-1713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,976$4.23M1.34%+10713F-HRTimeline
CARLSON FINANCIAL, INC.3,935$4.2M2.14%-5913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,939$4.19M0.21%-10713F-HRTimelineGroup
Cladis Investment Advisory, LLC3,938$4.19M1.96%-32713F-HRTimeline
RD Lewis Holdings, Inc.4,896$4.19M3.11%-5413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,934$4.19M0.21%-5813F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,931$4.19M0.05%-18613F-HRTimeline
Howard Capital Management, LLC3,930$4.19M0.05%+1,66113F-HRTimeline
Goldstone Financial Group, LLC3,926$4.18M0.38%-11713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,912$4.17M0.16%-2013F-HRTimeline
Texas Yale Capital Corp.3,896$4.15M0.09%013F-HRTimeline
Bath Savings Trust Co3,888$4.14M0.43%+70313F-HRTimeline
Ballast, Inc.3,881$4.13M0.78%+10013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA7,129$4.12M0.09%+12213F-HRTimelineGroup
Prosperity Consulting Group, LLC3,858$4.11M0.16%-39613F-HRTimeline
LRI Investments, LLC3,857$4.11M0.33%-9113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP3,846$4.1M0.94%-64113F-HRTimelineGroup
City State Bank3,843$4.09M0.94%-3713F-HRTimeline
FCG Investment Co3,843$4.09M1.42%+2,40613F-HRTimeline
EVERETT HARRIS & CO /CA/3,842$4.09M0.05%-6013F-HRTimeline
Institute for Wealth Management, LLC.3,838$4.09M0.36%-60213F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC3,824$4.07M0.91%-22713F-HRTimeline
Continuum Advisory, LLC3,824$4.07M0.33%-4013F-HRTimeline
Fort Point Capital Partners LLC3,813$4.06M0.43%-6513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,808$4.06M2.21%+4013F-HRTimeline
Williamson Legacy Group, LLC3,805$4.05M2.01%+1,88013F-HRTimeline
IVC Wealth Advisors LLC3,802$4.05M1.58%-6013F-HRTimeline
Waldron Private Wealth LLC3,769$4.01M0.14%+19213F-HRTimeline
VAN STRUM & TOWNE INC.3,745$3.99M1.09%-8013F-HRTimeline
Signal Advisors Wealth, LLC3,745$3.99M0.21%+63513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,742$3.99M1.83%-52113F-HRTimeline
Rehmann Capital Advisory Group3,730$3.97M0.18%+9613F-HRTimeline
Diversified Enterprises, LLC3,721$3.96M0.19%+113F-HRTimeline
Blue Chip Partners, LLC3,705$3.95M0.25%+113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV3,705$3.94M0.65%-20813F-HRTimeline
Braeburn Wealth Management LLC3,686$3.93M1.68%+13613F-HRTimeline
Fire Capital Management LLC3,679$3.92M1.59%-57313F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC3,670$3.91M0.01%-3,03113F-HRTimeline
CGN Advisors LLC3,662$3.9M0.28%-95313F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP3,661$3.9M0.21%+1,35713F-HRTimeline
Enclave Advisors LLC3,658$3.9M0.51%+19113F-HRTimeline
BOWEN HANES & CO INC5,495$3.89M0.09%013F-HRTimeline
BBR PARTNERS, LLC3,652$3.89M0.18%-413F-HRTimeline
Berger Financial Group, Inc3,646$3.88M0.2%+68113F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC3,640$3.88M0.07%013F-HRTimeline
Lantz Financial LLC3,638$3.87M0.71%+5713F-HRTimeline
Strategic Blueprint, LLC3,638$3.87M0.19%+12513F-HRTimeline
Investment Management Trust, LLC3,637$3.87M3.47%+613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,626$3.86M0.13%013F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC3,622$3.86M2.22%-713F-HRTimeline
Central Pacific Bank - Trust Division3,621$3.86M0.39%+49513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,606$3.84M0.09%+3,13513F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…3,603$3.84M0.71%-4413F-HRTimeline
Cascade Investment Advisors, Inc.3,595$3.83M2.09%-69313F-HRTimeline
King Wealth Management Group3,593$3.83M0.42%+5613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,586$3.82M0.15%+40713F-HRTimeline
Benin Management CORP3,585$3.82M0.77%-8013F-HRTimeline
Prestige Wealth Management Group LLC3,563$3.79M0.69%+92513F-HRTimeline
Chicago Partners Investment Group LLC4,237$3.79M0.08%+78413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,544$3.77M0.07%-26113F-HRTimelineGroup
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…3,539$3.77M1.11%new13F-HRTimelineGroup
Evernest Financial Advisors, LLC3,539$3.77M0.79%-16413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,533$3.76M0.89%+3513F-HRTimeline
CRA Financial Services, LLC3,528$3.76M0.43%+1113F-HRTimeline
PATTEN & PATTEN INC/TN3,520$3.75M0.2%-19213F-HRTimeline
Aspen Investment Management Inc3,515$3.74M1.01%-2913F-HRTimeline
Portside Wealth Group, LLC3,505$3.73M0.44%-19413F-HRTimeline
Security Financial Services, INC.3,500$3.73M0.52%-16513F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,495$3.72M0.44%-57613F-HRTimeline
CMH Wealth Management LLC3,493$3.72M0.57%-16713F-HRTimeline
Sequent Asset Management, LLC3,475$3.7M1.56%+1013F-HRTimeline
VUB Generali dochodkova spravcovska spo…3,468$3.69M2.55%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,463$3.69M0.19%-10013F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP3,462$3.69M0.05%new13F-HRTimelineGroup
Live Oak Private Wealth LLC3,455$3.68M0.46%-5013F-HRTimeline
Magnus Financial Group LLC3,452$3.68M0.26%+11013F-HRTimeline
ZEGA Investments, LLC3,449$3.67M0.61%-20313F-HRTimeline
Byrne Asset Management LLC3,440$3.66M1.98%-29513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,437$3.66M0.88%-32913F-HRTimeline
Thomasville National Bank3,437$3.66M0.2%13F-HRTimeline
Vanguard Capital Wealth Advisors3,434$3.66M2.48%-10713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SouthState Bank Corpin group SouthState Bank Corp3,424$3.65M0.15%-27913F-HRTimelineGroup
Canopy Partners, LLC3,420$3.64M1.1%-4313F-HRTimeline
Montis Financial, LLC3,416$3.64M0.74%-2013F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT3,413$3.63M1.78%-62613F-HRTimeline
Inman Jager Wealth Management, LLC3,413$3.63M1.93%-92413F-HRTimeline
Lantern Wealth Advisors, LLC3,412$3.63M1.66%-1213F-HRTimeline
INVESTMENT PARTNERS, LTD.3,406$3.63M1.13%-3013F-HRTimeline
Avestar Capital, LLC3,395$3.62M0.21%+8813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,394$3.61M1.59%-78913F-HRTimeline
Fort Sheridan Advisors LLC3,391$3.61M0.39%-20013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP3,386$3.61M0.08%new13F-HRTimeline
WEALTH EFFECTS LLC3,384$3.6M0.97%-1413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,383$3.6M0.37%+12113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,382$3.6M0.8%-12013F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,381$3.6M0.36%-3613F-HRTimeline
PHILADELPHIA TRUST CO3,370$3.59M0.23%-3013F-HRTimeline
Uncommon Cents Investing LLC3,359$3.58M0.78%-2213F-HRTimeline
Gould Capital, LLC3,353$3.57M1.99%-1,56613F-HRTimeline