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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Oak Harvest Investment Services4,355$1.58M0.22%+11513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,352$1.58M0.08%-61613F-HRTimeline
Confluence Wealth Services, Inc.3,883$1.58M0.1%-15613F-HRTimeline
Iron Gate Global Advisors LLC4,338$1.58M0.22%+1,00013F-HRTimeline
Signal Advisors Wealth, LLC4,334$1.57M0.18%-17713F-HRTimeline
COURIER CAPITAL LLC4,334$1.57M0.11%-76813F-HRTimeline
AMARILLO NATIONAL BANK4,334$1.57M0.29%013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,328$1.57M<0.01%+16413F-HRTimeline
Widmann Financial Services, Inc.4,326$1.57M1.21%-9513F-HRTimeline
Freedom Investment Management, Inc.4,312$1.56M0.13%+40113F-HRTimeline
XML Financial, LLC4,301$1.56M0.14%+30713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,300$1.56M0.04%013F-HRTimelineGroup
WASHINGTON TRUST Co4,295$1.56M0.06%-513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,294$1.56M0.09%+45813F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,286$1.55M0.08%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS4,283$1.55M0.69%-12513F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC4,272$1.55M0.01%+70013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC4,270$1.55M0.22%+1,15013F-HRTimeline
Strategic Investment Advisors / MI4,264$1.55M0.16%-15713F-HRTimeline
Motiv8 Investments LLC4,262$1.55M1.08%-43713F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC4,253$1.54M1.29%-2,27413F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,250$1.54M0.15%+1413F-HRTimeline
Allen Capital Group, LLC4,247$1.54M0.19%+2613F-HRTimeline
Westover Capital Advisors, LLC4,246$1.54M0.34%013F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…4,243$1.54M1.03%13F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC4,240$1.54M0.09%-5,62513F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,236$1.54M0.73%-113F-HRTimeline
Werlinich Asset Management, LLC4,217$1.53M0.89%013F-HRTimeline
Sterling Capital Management LLC4,216$1.53M0.02%-12,83513F-HRTimeline
FIDUCIENT ADVISORS LLC4,216$1.53M0.19%new13F-HRTimeline
Solstein Capital, LLC4,214$1.53M0.85%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,200$1.52M0.36%+1113F-HRTimeline
Aureus Asset Management, LLC4,178$1.52M0.1%013F-HRTimeline
Acorn Wealth Advisors, LLC4,166$1.51M0.62%+1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,164$1.51M0.15%-24413F-HRTimelineGroup
BBR PARTNERS, LLC4,162$1.51M0.11%+3013F-HRTimeline
Wealth Architects, LLC4,139$1.5M0.17%+62813F-HRTimeline
Byrne Asset Management LLC4,135$1.5M1.06%-3413F-HRTimeline
Wealth Alliance Advisory Group, LLC4,132$1.5M0.32%-9913F-HRTimeline
Lantz Financial LLC4,121$1.49M0.4%-9313F-HRTimeline
Birch Hill Investment Advisors LLC4,119$1.49M0.07%+7513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,116$1.49M0.23%+18913F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,108$1.49M0.75%+5013F-HRTimeline
Smithfield Trust Co4,112$1.49M0.07%013F-HRTimeline
TOWER BRIDGE ADVISORS4,093$1.48M0.16%+3813F-HRTimeline
Hardy Reed LLC4,093$1.48M0.13%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,090$1.48M0.12%-6,32213F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC4,089$1.48M0.48%-38113F-HRTimeline
Cornerstone Wealth Management, LLC4,082$1.48M0.1%+17913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,061$1.47M0.03%-28813F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC4,044$1.47M0.03%-53113F-HRTimeline
Savvy Advisors, Inc.4,040$1.47M0.18%-6413F-HRTimeline
Evernest Financial Advisors, LLC4,034$1.46M0.38%+30513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,034$1.46M0.06%+713F-HRTimeline
CoreCap Advisors, LLC4,021$1.46M0.07%-36913F-HRTimeline
Security National Bank4,014$1.46M0.21%+3113F-HRTimeline
Everhart Financial Group, Inc.4,012$1.46M0.3%+15613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.4,010$1.45M0.63%-3113F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$1.45M0.23%013F-HRTimeline
Delta Investment Management, LLC3,999$1.45M0.28%+113F-HRTimeline
IVC Wealth Advisors LLC3,985$1.45M0.81%-38113F-HRTimeline
Legacy Capital Group California, Inc.3,981$1.44M0.44%-1,31213F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC3,980$1.44M1.03%-74013F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,977$1.44M0.09%+1613F-HRTimelineGroup
Xcel Wealth Management, LLC3,970$1.44M0.4%+113F-HRTimeline
K.J. Harrison & Partners Inc4,000$1.44M0.23%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,966$1.44M0.06%-67813F-HRTimeline
Counterweight Ventures, LLC3,966$1.44M1.02%+3413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,964$1.44M0.09%-1813F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC3,962$1.44M0.17%+49413F-HRTimelineGroup
EVERETT HARRIS & CO /CA/3,957$1.44M0.02%+15213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,513$1.43M0.07%-5013F-HRTimeline
Mayflower Financial Advisors, LLC3,946$1.43M0.21%-1813F-HRTimeline
CRA Financial Services, LLC3,940$1.43M0.25%-32813F-HRTimeline
Granite Investment Partners, LLC3,929$1.43M0.06%013F-HRTimeline
PATTEN & PATTEN INC/TN3,924$1.42M0.09%+10013F-HRTimeline
Fire Capital Management LLC3,921$1.42M1.06%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,913$1.42M1.06%-3613F-HRTimeline
InTrack Investment Management Inc3,808$1.41M0.99%+1,50213F-HRTimeline
Bank & Trust Co3,900$1.41M1.19%-513F-HRTimeline
Berger Financial Group, Inc3,891$1.41M0.1%+4313F-HRTimeline
Fort Sheridan Advisors LLC3,886$1.41M0.21%-20013F-HRTimeline
Northwest Quadrant Wealth Management, L…3,867$1.4M0.32%+10413F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,841$1.39M0.41%-713F-HRTimeline
LRI Investments, LLC3,841$1.39M0.13%-1013F-HRTimeline
DAVIS R M INC3,838$1.39M0.03%+23713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,836$1.39M0.11%+11813F-HR/ATimeline
ZEGA Investments, LLC3,411$1.39M0.41%13F-HRTimeline
Montis Financial, LLC3,818$1.38M0.43%+42113F-HRTimeline
Rossmore Private Capital3,816$1.38M0.17%+69513F-HRTimeline
180 WEALTH ADVISORS, LLC3,808$1.38M0.22%+3513F-HRTimeline
Point Windward Advisors Inc.3,800$1.38M0.52%-45013F-HRTimeline
HCR Wealth Advisors3,793$1.38M0.17%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,793$1.38M0.29%-32213F-HRTimeline
Bullock Wealth Management Group3,792$1.38M0.8%+4813F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,780$1.37M0.92%013F-HRTimeline
Copley Financial Group, Inc.3,777$1.37M1.05%+1,73213F-HRTimeline
Roxbury Financial LLC3,346$1.36M1.31%13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,744$1.36M1.02%-1513F-HRTimeline
AA Financial Advisors, LLC3,740$1.36M0.36%+14413F-HRTimeline
Bluespring Wealth Management, LLC3,727$1.35M0.14%+113F-HRTimeline
Burford Brothers, Inc.3,713$1.35M0.66%+1813F-HRTimeline
Sunbelt Securities, Inc.3,708$1.35M0.12%+4213F-HRTimeline
First Citizens Financial Corp3,701$1.34M0.73%-5813F-HRTimeline
Missouri Trust & Investment Co3,689$1.34M0.47%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,684$1.34M0.16%-88913F-HRTimelineGroup
Probity Advisors, Inc.3,679$1.33M0.26%-49113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,667$1.33M0.05%-11513F-HRTimeline
Souders Financial Advisors3,667$1.33M0.19%-23813F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P3,665$1.33M<0.01%-18913F-HRTimelineGroup
Quad-Cities Investment Group, LLC3,665$1.33M0.65%+213F-HRTimeline
Texas Yale Capital Corp.3,664$1.33M0.05%+14513F-HRTimeline
Gateway Wealth Partners, LLC3,662$1.33M0.34%-14413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,660$1.33M0.12%+6413F-HRTimeline
Magnus Financial Group LLC3,652$1.32M0.13%+49613F-HRTimeline
Cherokee Insurance Co3,650$1.32M0.6%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,643$1.32M0.51%-9613F-HRTimeline
Circle Wealth Management, LLC3,641$1.32M0.03%013F-HRTimeline
Rodgers Brothers Inc.3,640$1.32M0.17%013F-HRTimeline
PFC CAPITAL GROUP, INC.3,635$1.32M0.64%013F-HRTimeline
Marble Harbor Investment Counsel, LLC3,632$1.32M0.15%-4013F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,627$1.32M0.22%-1913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,627$1.32M0.09%+25813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,626$1.32M0.69%13F-HRTimeline
Southeast Asset Advisors, LLC3,622$1.31M0.16%-53013F-HRTimeline
Belpointe Asset Management LLC3,682$1.31M0.08%+68813F-HRTimeline
Rehmann Capital Advisory Group3,613$1.31M0.08%-7813F-HRTimeline
PROMETHIUM ADVISORS,LLC3,606$1.31M0.9%-2513F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC3,602$1.31M<0.01%-7013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,600$1.31M0.36%+30013F-HRTimeline
SBI Securities Co., Ltd.3,595$1.3M0.04%13F-HRTimeline
Gilbert & Cook, Inc.3,590$1.3M0.18%+1813F-HRTimeline
Thomasville National Bank3,587$1.3M0.09%-313F-HRTimeline
Clark & Stuart, Inc3,584$1.3M0.95%13F-HRTimeline
Live Oak Private Wealth LLC3,555$1.29M0.22%-7613F-HRTimeline
Astoria Portfolio Advisors LLC.3,468$1.29M0.46%+40213F-HRTimeline
Avestar Capital, LLC3,551$1.29M0.12%+33713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,542$1.28M0.31%013F-HR/ATimeline
Strategic Blueprint, LLC3,534$1.28M0.08%-1113F-HRTimeline
Performance Wealth Partners, LLC3,526$1.28M0.04%-2113F-HRTimeline
SS&H Financial Advisors, Inc.3,525$1.28M0.47%013F-HRTimeline
AMERIFLEX GROUP, INC.3,443$1.28M0.59%13F-HRTimeline
Pathway Financial Advisors LLC3,523$1.28M0.29%013F-HRTimeline
HUB Investment Partners, LLC3,512$1.27M0.05%+16713F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,511$1.27M0.11%+213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,504$1.27M<0.01%+1,51913F-HRTimelineGroup
Sequent Asset Management, LLC3,498$1.27M0.62%013F-HRTimeline
J. W. Coons Advisors, LLC3,480$1.26M0.32%-10013F-HRTimeline
Quintet Private Bank (Europe) S.A.3,480$1.26M0.07%-7213F-HRTimeline
Vanguard Capital Wealth Advisors3,470$1.26M1.37%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HAZLETT, BURT & WATSON, INC.3,460$1.26M0.56%+30013F-HRTimeline
Savoie Capital LLC3,465$1.26M0.15%013F-HRTimeline
KG Capital Management3,484$1.25M0.4%-10113F-HRTimeline
Lantern Wealth Advisors, LLC3,430$1.24M0.81%+2113F-HRTimeline
NVWM, LLC3,429$1.24M0.31%+68213F-HRTimeline
INVESTMENT PARTNERS, LTD.3,425$1.24M0.51%+313F-HRTimeline
Fulton Bank, N.A.3,414$1.24M0.05%+1,65313F-HRTimeline
Edge Capital Group, LLC3,410$1.24M0.06%+18613F-HRTimeline
Security Financial Services, INC.3,408$1.24M0.25%+7413F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,407$1.24M0.14%-12113F-HRTimeline
Bath Savings Trust Co3,402$1.23M0.13%+5313F-HRTimeline
United Super Pty Ltd in its capacity as…3,400$1.23M0.05%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,395$1.23M0.17%+1,33213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.3,378$1.23M0.54%+1313F-HRTimeline
Allegheny Financial Group3,375$1.22M0.32%-3913F-HRTimeline
Alexis Investment Partners, LLC3,370$1.22M0.6%13F-HRTimeline
Howard Capital Management, LLC3,356$1.22M0.02%+15713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,354$1.22M0.04%+16413F-HRTimeline
Cynosure Group, LLC3,352$1.22M0.18%-63813F-HRTimeline
Mendel Money Management3,337$1.21M0.54%+37513F-HRTimeline
1858 WEALTH MANAGEMENT, LLC3,335$1.21M0.96%+36513F-HRTimeline
Prosperity Consulting Group, LLC3,335$1.21M0.09%+12513F-HRTimeline
GKV Capital Management Co., Inc.3,330$1.21M0.49%13F-HRTimeline
Valmark Advisers, Inc.3,327$1.21M0.02%+5513F-HRTimeline
Golden State Wealth Management, LLC3,326$1.21M0.18%13F-HRTimeline
GeoWealth Management, LLC3,323$1.21M0.04%+19213F-HRTimeline
King Wealth Management Group3,318$1.2M0.18%+8613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,317$1.2M0.09%-38113F-HRTimeline
Lakewood Asset Management LLC3,304$1.2M0.83%-3113F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding3,300$1.2M+164Timeline
BOSTON FAMILY OFFICE LLC3,301$1.2M0.08%-1,20113F-HRTimeline
CORDA Investment Management, LLC.3,299$1.2M0.1%-1413F-HRTimeline
SAXON INTERESTS, INC.3,291$1.19M0.53%+10513F-HRTimeline
GSA CAPITAL PARTNERS LLP3,288$1.19M0.09%new13F-HRTimeline
Orca Wealth Management, LLC3,280$1.19M1.07%13F-HRTimeline
Aspire Private Capital, LLC3,266$1.18M0.29%+3813F-HRTimeline
ABN AMRO Bank N.V.3,302$1.18M0.02%+36913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,264$1.18M0.53%-4813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,260$1.18M0.06%-13813F-HRTimeline
First Heartland Consultants, Inc.3,258$1.18M0.12%-8113F-HRTimeline
Premier Path Wealth Partners, LLC3,252$1.18M0.18%+49213F-HRTimeline
CMG Global Holdings, LLC2,963$1.18M0.65%-513F-HRTimeline
LexAurum Advisors, LLC3,247$1.18M0.23%+1213F-HRTimeline
JFS WEALTH ADVISORS, LLC3,246$1.18M0.08%+513F-HRTimeline
EVOKE WEALTH, LLC3,243$1.18M0.03%+77113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,240$1.18M0.17%-1913F-HRTimeline
Montecito Bank & Trust3,235$1.17M0.2%013F-HRTimeline
Brucke Financial, Inc.3,158$1.17M1.01%13F-HRTimeline
AUXIER ASSET MANAGEMENT LLC3,230$1.17M0.18%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,219$1.17M0.9%-15313F-HRTimeline