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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,298$1.42M0.18%-5,66813F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO4,828$1.42M0.55%-8713F-HRTimeline
TOWER BRIDGE ADVISORS4,293$1.42M0.16%+20013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,280$1.41M0.07%+1,94813F-HRTimeline
Savvy Advisors, Inc.4,267$1.41M0.14%+22713F-HRTimeline
Freedom Investment Management, Inc.4,266$1.41M0.12%-4613F-HRTimeline
Motiv8 Investments LLC4,262$1.41M0.93%013F-HRTimeline
COURIER CAPITAL LLC4,262$1.41M0.09%-7213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,257$1.4M0.09%-14113F-HRTimelineGroup
IVC Wealth Advisors LLC4,253$1.4M0.75%+26813F-HRTimeline
Signal Advisors Wealth, LLC4,249$1.4M0.14%-8513F-HRTimeline
Smithfield Trust Co4,252$1.4M0.07%+14013F-HRTimeline
Trinity Legacy Partners, LLC3,968$1.4M0.35%-14,03113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,240$1.4M0.05%new13F-HRTimeline
Portside Wealth Group, LLC4,239$1.4M0.23%-31513F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC4,233$1.4M0.14%-1713F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,226$1.39M0.64%-1013F-HRTimeline
Werlinich Asset Management, LLC4,217$1.39M0.88%013F-HRTimeline
Solstein Capital, LLC4,214$1.39M0.81%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,198$1.38M0.15%new13F-HR/ATimelineGroup
Csenge Advisory Group4,683$1.38M0.08%-40713F-HRTimeline
Aureus Asset Management, LLC4,178$1.38M0.1%013F-HRTimeline
Allen Capital Group, LLC4,173$1.38M0.16%-7413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,173$1.38M0.08%-6713F-HRTimeline
WILKINS INVESTMENT COUNSEL INC4,170$1.38M0.2%-10013F-HRTimeline
Acorn Wealth Advisors, LLC4,166$1.37M0.57%013F-HRTimeline
WASHINGTON TRUST Co4,165$1.37M0.05%-13013F-HRTimeline
Hardy Reed LLC4,151$1.37M0.12%+5813F-HRTimeline
Denver PWM, LLC4,150$1.37M0.49%new13F-HRTimeline
PHILADELPHIA TRUST CO4,148$1.37M0.12%-22,92613F-HRTimeline
BBR PARTNERS, LLC4,147$1.37M0.1%-1513F-HRTimeline
Inscription Capital, LLC3,732$1.37M0.23%13F-HRTimeline
Lantz Financial LLC4,131$1.36M0.37%+1013F-HRTimeline
K.J. Harrison & Partners Inc4,125$1.36M0.27%+12513F-HRTimeline
Texas Yale Capital Corp.4,112$1.36M0.06%+44813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS4,111$1.36M0.64%-17213F-HRTimeline
Westhampton Capital, LLC4,110$1.36M0.74%-40013F-HRTimeline
Counterweight Ventures, LLC4,108$1.35M0.97%+14213F-HRTimeline
Birch Hill Investment Advisors LLC4,098$1.35M0.06%-2113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,062$1.34M0.07%-22413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,055$1.34M0.11%+1,23913F-HRTimeline
Fire Capital Management LLC4,041$1.33M0.98%+12013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC4,037$1.33M0.7%-5213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,033$1.33M0.18%-8313F-HRTimeline
Cornerstone Wealth Management, LLC4,030$1.33M0.09%-5213F-HRTimeline
Security National Bank4,014$1.32M0.25%013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC4,010$1.32M0.91%+3013F-HRTimeline
Delta Investment Management, LLC4,009$1.32M0.27%+1013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,009$1.32M0.05%-2513F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$1.32M0.19%013F-HRTimeline
Sterling Capital Management LLC3,996$1.32M0.02%-22013F-HRTimeline
Allegheny Financial Group3,977$1.31M0.34%+60213F-HRTimeline
Everhart Financial Group, Inc.3,976$1.31M0.18%-3613F-HRTimeline
L2 Asset Management, LLC3,975$1.31M0.27%-5,12213F-HRTimeline
WORLD EQUITY GROUP, INC.3,871$1.31M0.37%+7813F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,968$1.31M0.21%+34113F-HRTimeline
VAN STRUM & TOWNE INC.3,965$1.31M0.44%+97013F-HRTimeline
Avidian Wealth Enterprises, LLC3,948$1.3M0.06%-69713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,941$1.3M0.25%-1,00113F-HRTimeline
Lindbrook Capital, LLC3,937$1.3M0.12%-57313F-HRTimeline
ING GROEP NV3,931$1.3M0.01%-100,82913F-HRTimeline
Granite Investment Partners, LLC3,929$1.3M0.07%013F-HRTimeline
EVERETT HARRIS & CO /CA/3,927$1.3M0.02%-3013F-HRTimeline
Bank & Trust Co3,924$1.29M1.05%+2413F-HRTimeline
Evernest Financial Advisors, LLC3,921$1.29M0.46%-11313F-HRTimeline
EPG Wealth Management LLC3,921$1.29M0.36%+3,35513F-HRTimeline
Mayflower Financial Advisors, LLC3,918$1.29M0.2%-2813F-HRTimeline
Douglas Lane & Associates, LLC3,912$1.29M0.02%-78513F-HRTimeline
PATTEN & PATTEN INC/TN3,899$1.29M0.09%-2513F-HRTimeline
Burford Brothers, Inc.3,898$1.29M0.62%+18513F-HRTimeline
Rossmore Private Capital3,898$1.29M0.16%+8213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,897$1.29M0.06%+98713F-HRTimelineGroup
Legacy Financial Strategies, LLC3,893$1.28M0.28%-6,76013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,166$1.28M-369Timeline
Cynosure Group, LLC3,872$1.28M0.18%+52013F-HRTimeline
Thomasville National Bank3,862$1.27M0.09%+27513F-HRTimeline
DAVIS R M INC3,858$1.27M0.03%+2013F-HRTimeline
Centiva Capital, LP3,855$1.27M0.07%-1,30813F-HRTimeline
Byrne Asset Management LLC3,852$1.27M0.94%-28313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,915$1.27M0.06%+40213F-HRTimeline
Northwest Quadrant Wealth Management, L…3,847$1.27M0.3%-2013F-HRTimeline
LRI Investments, LLC3,841$1.27M0.12%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,837$1.27M0.29%-413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,824$1.26M0.09%+19713F-HRTimeline
PROMETHIUM ADVISORS,LLC3,821$1.26M0.81%+21513F-HRTimeline
Savoie Capital LLC3,465$1.26M0.15%013F-HRTimeline
Bluespring Wealth Management, LLC3,808$1.26M0.13%+8113F-HRTimeline
Point Windward Advisors Inc.3,800$1.25M0.5%013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.3,792$1.25M0.57%-21813F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,780$1.25M0.83%013F-HRTimeline
Catalyst Funds Management Pty Ltd3,780$1.25M0.33%+2,88013F-HRTimeline
Gateway Wealth Partners, LLC3,779$1.25M0.28%+11713F-HRTimeline
HCR Wealth Advisors3,777$1.25M0.16%-1613F-HRTimeline
Montis Financial, LLC3,778$1.25M0.37%-4013F-HRTimeline
Copley Financial Group, Inc.3,777$1.25M0.95%013F-HR/ATimeline
AFFINITY INVESTMENT ADVISORS, LLC3,775$1.24M1.01%-47813F-HRTimeline
Nebula Research & Development LLC3,775$1.24M0.12%new13F-HRTimeline
Bullock Wealth Management Group3,761$1.24M0.7%-3113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,763$1.24M0.06%+2,80913F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …3,751$1.24M0.1%-8513F-HRTimeline
1858 WEALTH MANAGEMENT, LLC3,751$1.24M1.05%+41613F-HRTimeline
Strategic Blueprint, LLC3,746$1.24M0.07%+21213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,742$1.23M0.16%+5813F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC3,739$1.23M0.92%-513F-HRTimeline
Fort Sheridan Advisors LLC3,721$1.23M0.19%-16513F-HRTimeline
Souders Financial Advisors3,716$1.23M0.17%+4913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,712$1.22M0.64%+8613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,688$1.22M0.47%+4513F-HRTimeline
Balentine LLC3,686$1.22M0.05%+3,00013F-HRTimeline
Voleon Capital Management LP3,685$1.22M0.1%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.3,685$1.22M0.5%+26013F-HRTimeline
Rodgers Brothers Inc.3,676$1.21M0.16%+3613F-HRTimeline
CAPITAL ADVISORS INC/OK3,675$1.21M0.02%+70213F-HRTimeline
Capital Management Associates, Inc3,674$1.21M0.27%+1,84813F-HRTimeline
Quad-Cities Investment Group, LLC3,668$1.21M0.6%+313F-HRTimeline
First Citizens Financial Corp3,661$1.21M0.68%-4013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,660$1.21M0.06%+40013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,660$1.21M0.03%-40113F-HRTimeline
Missouri Trust & Investment Co3,654$1.21M0.42%-3513F-HRTimeline
Cherokee Insurance Co3,650$1.2M0.53%013F-HRTimeline
Circle Wealth Management, LLC3,641$1.2M0.03%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,639$1.2M0.04%-2813F-HRTimeline
PFC CAPITAL GROUP, INC.3,635$1.2M0.6%013F-HRTimeline
Marble Harbor Investment Counsel, LLC3,632$1.2M0.13%013F-HRTimeline
Blackhawk Capital Partners, LLC3,628$1.2M0.62%new13F-HRTimeline
Waldron Private Wealth LLC3,608$1.19M0.06%-6,18613F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…3,607$1.19M0.56%-1,25913F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,604$1.19M0.13%+19713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,600$1.19M0.32%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,600$1.19M0.08%+1,46513F-HRTimeline
WRAPMANAGER INC3,590$1.18M0.31%-1,13313F-HRTimeline
Rehmann Capital Advisory Group3,585$1.18M0.07%-2813F-HRTimeline
Brooklyn Investment Group3,582$1.18M0.26%+71013F-HRTimeline
Avestar Capital, LLC3,577$1.18M0.11%+2613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P3,576$1.18M<0.01%-8913F-HRTimelineGroup
Golden State Wealth Management, LLC3,558$1.17M0.17%+23213F-HR/ATimeline
Vanguard Capital Wealth Advisors3,548$1.17M1.43%+7813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INSIGNEO ADVISORY SERVICES, LLC3,544$1.17M0.12%-1,43313F-HRTimeline
LBP AM SA3,544$1.17M0.02%-3,64413F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,542$1.17M0.29%013F-HR/ATimeline
SBI Securities Co., Ltd.3,540$1.17M0.04%-5513F-HRTimeline
Berger Financial Group, Inc3,537$1.17M0.08%-35413F-HRTimeline
SS&H Financial Advisors, Inc.3,525$1.16M0.43%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,526$1.16M0.1%+1513F-HRTimeline
Fulton Bank, N.A.3,525$1.16M0.05%+11113F-HRTimeline
Pathway Financial Advisors LLC3,523$1.16M0.21%013F-HRTimeline
Wealth Management Partners, LLC3,521$1.16M0.54%+51413F-HRTimeline
Xcel Wealth Management, LLC3,521$1.16M0.36%-44913F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,525$1.16M0.52%+6513F-HRTimeline
SummitTX Capital, L.P.3,518$1.16M0.05%13F-HRTimeline
Probity Advisors, Inc.3,515$1.16M0.22%-16413F-HRTimeline
Live Oak Private Wealth LLC3,505$1.16M0.19%-5013F-HRTimeline
B&D White Capital Company, LLC3,500$1.15M0.17%new13F-HRTimeline
Trek Financial, LLC3,499$1.15M0.08%+45513F-HRTimeline
Sequent Asset Management, LLC3,498$1.15M0.64%013F-HRTimeline
CAAS CAPITAL MANAGEMENT LP3,495$1.15M0.55%+2,03513F-HRTimeline
Gilbert & Cook, Inc.3,486$1.15M0.17%-10413F-HRTimeline
King Wealth Management Group3,475$1.15M0.17%+15713F-HRTimeline
Roxbury Financial LLC3,328$1.14M1.12%-1813F-HRTimeline
AA Financial Advisors, LLC3,462$1.14M0.28%-27813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,462$1.14M0.17%+22213F-HRTimeline
Security Financial Services, INC.3,438$1.13M0.23%+3013F-HRTimeline
CRA Financial Services, LLC3,437$1.13M0.19%-50313F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding3,433$1.13M-4,026Timeline
Legacy Advisors, LLC3,426$1.13M0.12%+31113F-HRTimeline
Quintet Private Bank (Europe) S.A.3,416$1.13M0.07%-6413F-HRTimeline
Valmark Advisers, Inc.3,413$1.13M0.02%+8613F-HRTimeline
Bath Savings Trust Co3,397$1.12M0.12%-513F-HRTimeline
Magnus Financial Group LLC3,392$1.12M0.11%-26013F-HRTimeline
Performance Wealth Partners, LLC3,391$1.12M0.04%-13513F-HRTimeline
Ramirez Asset Management, Inc.3,390$1.12M0.23%-2,84813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,390$1.12M0.15%-513F-HRTimeline
J. W. Coons Advisors, LLC3,380$1.11M0.29%-10013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,351$1.11M0.03%-313F-HRTimeline
FIL Ltdin group FIL Ltd3,344$1.1M<0.01%+2,23013F-HRTimelineGroup
Mendel Money Management3,344$1.1M0.52%+713F-HRTimeline
Abacus Planning Group, Inc.3,343$1.1M0.19%+44613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,334$1.1M0.13%-62813F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…3,312$1.09M0.01%new13F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC3,302$1.09M0.08%+113F-HRTimeline
ABN AMRO Bank N.V.3,302$1.09M0.02%013F-HRTimeline
Corundum Group, Inc.3,282$1.08M0.52%-2,31013F-HRTimeline
Orca Wealth Management, LLC3,278$1.08M0.97%-213F-HRTimeline
Founders Financial Alliance, LLC3,265$1.08M0.26%+26313F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,260$1.08M0.77%+4113F-HRTimeline
LexAurum Advisors, LLC3,251$1.07M0.21%+413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,248$1.07M0.08%-6913F-HRTimeline
RDA Financial Network3,245$1.07M0.32%+29813F-HRTimeline
Montecito Bank & Trust3,244$1.07M0.19%+913F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.3,242$1.07M0.46%-13613F-HRTimeline
Cadent Capital Advisors, LLC3,239$1.07M0.41%+52413F-HRTimeline
AUXIER ASSET MANAGEMENT LLC3,230$1.07M0.16%013F-HRTimeline
GKV Capital Management Co., Inc.3,230$1.07M0.53%-10013F-HR/ATimeline
Well Done, LLC2,928$1.06M0.19%+1313F-HRTimeline
Constitution Capital LLC3,218$1.06M0.59%+90013F-HRTimeline
Richwood Investment Advisors, LLC3,213$1.06M0.9%+54313F-HRTimeline
Telos Capital Management, Inc.3,211$1.06M0.12%+4013F-HRTimeline
Provenance Wealth Advisors, LLC3,196$1.05M0.15%013F-HRTimeline
CORDA Investment Management, LLC.3,191$1.05M0.08%-10813F-HRTimeline
Barnes Dennig Private Wealth Management…3,174$1.05M1.58%13F-HRTimeline