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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AMARILLO NATIONAL BANK4,334$1.68M0.31%013F-HRTimeline
Solstein Capital, LLC4,324$1.68M0.86%+11013F-HRTimeline
Cyndeo Wealth Partners, LLC4,321$1.68M0.1%-1113F-HRTimeline
Oak Harvest Investment Services4,307$1.67M0.21%-1213F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,300$1.67M0.04%013F-HRTimelineGroup
Flaharty Asset Management, LLC4,292$1.67M0.23%-5013F-HR/ATimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,283$1.66M0.1%+2613F-HRTimelineGroup
Frank, Rimerman Advisors LLC4,265$1.66M0.11%-1,06413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,264$1.66M0.16%+93013F-HRTimelineGroup
Motiv8 Investments LLC4,262$1.65M1.01%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,257$1.65M0.47%-11613F-HRTimeline
Smithfield Trust Co4,252$1.65M0.08%013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,252$1.65M0.08%-2813F-HRTimeline
Counterweight Ventures, LLC4,252$1.65M1.08%+14413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,249$1.65M0.08%-10913F-HRTimeline
FARMERS TRUST CO4,241$1.65M0.31%-33513F-HRTimeline
Trinity Legacy Partners, LLC3,972$1.64M0.4%+413F-HRTimeline
Evernest Financial Advisors, LLC4,221$1.64M0.53%+30013F-HRTimeline
Werlinich Asset Management, LLC4,217$1.64M0.89%013F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…4,200$1.63M0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTHSPAN PARTNERS, LLC4,194$1.63M0.68%-3213F-HRTimeline
Sterling Capital Management LLC4,183$1.62M0.02%+18713F-HR/ATimeline
Aureus Asset Management, LLC4,178$1.62M0.1%013F-HRTimeline
Acorn Wealth Advisors, LLC4,177$1.62M0.6%+1113F-HRTimeline
Gateway Wealth Partners, LLC4,173$1.62M0.31%+39413F-HRTimeline
Western Wealth Management, LLC4,166$1.62M0.1%-33413F-HRTimeline
WASHINGTON TRUST Co4,165$1.62M0.06%013F-HRTimeline
Trek Financial, LLC4,163$1.62M0.11%+66413F-HRTimeline
Denver PWM, LLC4,150$1.61M0.5%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,141$1.61M0.11%+8613F-HRTimeline
Avidian Wealth Enterprises, LLC4,141$1.61M0.07%+19313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC4,136$1.61M0.39%new13F-HRTimeline
BBR PARTNERS, LLC4,136$1.61M0.1%-1113F-HRTimeline
Cornerstone Wealth Management, LLC4,136$1.61M0.1%+10613F-HRTimeline
K.J. Harrison & Partners Inc4,125$1.6M0.27%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,114$1.6M0.1%+36313F-HR/ATimeline
Westhampton Capital, LLC4,110$1.6M0.82%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,110$1.6M0.15%-18913F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC4,100$1.59M0.39%+50013F-HRTimeline
Hardy Reed LLC4,092$1.59M0.13%-5913F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,094$1.59M0.65%+56913F-HRTimeline
United Bank4,083$1.59M0.61%+2,12513F-HRTimeline
CoreCap Advisors, LLC4,071$1.58M0.06%-79313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,067$1.58M0.8%+1,29813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,062$1.58M0.07%+16513F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,062$1.58M0.08%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,048$1.57M0.05%-52313F-HRTimeline
HUB Investment Partners, LLC4,046$1.57M0.05%-1,21113F-HRTimeline
Birch Hill Investment Advisors LLC4,044$1.57M0.07%-5413F-HRTimeline
Allen Capital Group, LLC4,033$1.57M0.16%-14013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS4,031$1.56M0.68%-8013F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,023$1.56M0.24%+5513F-HRTimeline
Rossmore Private Capital4,023$1.56M0.18%+12513F-HRTimeline
Security National Bank4,014$1.56M0.27%013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,007$1.56M0.93%-31713F-HRTimeline
IVC Wealth Advisors LLC4,006$1.56M0.76%-24713F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$1.55M0.21%013F-HRTimeline
TOWER BRIDGE ADVISORS4,000$1.55M0.17%-29313F-HRTimeline
Mayflower Financial Advisors, LLC3,995$1.55M0.22%+7713F-HRTimeline
HCR Wealth Advisors3,978$1.54M0.18%+20113F-HRTimeline
Souders Financial Advisors3,975$1.54M0.2%+25913F-HRTimeline
Delta Investment Management, LLC3,971$1.54M0.3%-3813F-HRTimeline
VAN STRUM & TOWNE INC.3,965$1.54M0.49%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC3,961$1.54M0.64%-1,88513F-HRTimeline
Xcel Wealth Management, LLC3,960$1.54M0.44%+43913F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC3,940$1.53M0.8%-9713F-HRTimeline
Byrne Asset Management LLC3,939$1.53M1.01%+8713F-HRTimeline
Maven Securities LTDin group Maven Securities LTD3,928$1.52M0.39%-3,77613F-HRTimelineGroup
EVERETT HARRIS & CO /CA/3,927$1.52M0.02%013F-HRTimeline
Bank & Trust Co3,924$1.52M1.21%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,915$1.52M0.07%013F-HRTimeline
Rice Partnership, LLC3,913$1.52M0.26%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC3,910$1.52M0.15%-30,98513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,905$1.52M0.08%-26813F-HRTimeline
Canopy Partners, LLC3,893$1.51M0.55%-69513F-HRTimeline
Capital Management Associates, Inc3,890$1.51M0.48%+21613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,789$1.51M1.04%+5013F-HRTimeline
Burford Brothers, Inc.3,882$1.51M0.69%-1613F-HRTimeline
Thomasville National Bank3,862$1.5M0.1%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,861$1.5M0.06%-14813F-HRTimeline
Northwest Quadrant Wealth Management, L…3,860$1.5M0.33%+1313F-HRTimeline
WILKINS INVESTMENT COUNSEL INC3,841$1.49M0.21%-32913F-HRTimeline
LBP AM SA3,835$1.49M0.02%+29113F-HRTimeline
LRI Investments, LLC3,831$1.49M0.13%-1013F-HRTimeline
SBI Securities Co., Ltd.3,786$1.47M0.04%+24613F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,780$1.47M0.96%013F-HRTimeline
Copley Financial Group, Inc.3,777$1.47M1.09%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,771$1.46M0.7%+5913F-HRTimeline
ROCKLAND TRUST CO3,765$1.46M0.07%-58713F-HRTimeline
Montis Financial, LLC3,760$1.46M0.41%-1813F-HRTimeline
PATTEN & PATTEN INC/TN3,760$1.46M0.09%-13913F-HRTimeline
Bluespring Wealth Management, LLC3,756$1.46M0.14%-5213F-HRTimeline
Venturi Wealth Management, LLC3,752$1.46M0.07%-68513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.3,750$1.46M0.6%-4213F-HRTimeline
1858 WEALTH MANAGEMENT, LLC3,741$1.45M1.07%-1013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,741$1.45M0.15%-45713F-HR/ATimelineGroup
Heck Capital Advisors, LLC3,734$1.45M0.12%+1,18713F-HRTimeline
Fort Sheridan Advisors LLC3,721$1.44M0.21%013F-HRTimeline
PHILADELPHIA TRUST CO3,720$1.44M0.11%-42813F-HRTimeline
Texas Yale Capital Corp.3,719$1.44M0.05%-39313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,717$1.44M0.18%-2513F-HRTimelineGroup
Douglas Lane & Associates, LLC3,710$1.44M0.02%-20213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP3,708$1.44M0.39%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,705$1.44M0.08%+1,40013F-HRTimeline
Blue Chip Partners, LLC3,694$1.43M0.12%-68413F-HRTimeline
WORLD EQUITY GROUP, INC.3,690$1.43M0.39%-18113F-HRTimeline
DAVIS R M INC3,685$1.43M0.03%-17313F-HRTimeline
Voleon Capital Management LP3,681$1.43M0.08%-413F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC3,681$1.43M1%-32913F-HRTimeline
Freedom Investment Management, Inc.3,675$1.43M0.11%-59113F-HRTimeline
Quad-Cities Investment Group, LLC3,671$1.43M0.65%+313F-HRTimeline
INVESTMENT PARTNERS, LTD.3,669$1.42M0.54%-1613F-HRTimeline
Strategic Blueprint, LLC3,664$1.42M0.07%-8213F-HRTimeline
First Citizens Financial Corp3,661$1.42M0.78%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,654$1.42M0.25%-28713F-HRTimeline
Cherokee Insurance Co3,650$1.42M0.62%013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…3,650$1.42M0.01%+33813F-HR/ATimelineGroup
INSIGNEO ADVISORY SERVICES, LLC3,650$1.42M0.12%+10613F-HRTimeline
Missouri Trust & Investment Co3,649$1.42M0.46%-513F-HRTimeline
Blackhawk Capital Partners, LLC3,648$1.42M0.65%+2013F-HRTimeline
Rehmann Capital Advisory Group3,643$1.41M0.09%+5813F-HRTimeline
Circle Wealth Management, LLC3,641$1.41M0.03%013F-HRTimeline
Lantern Wealth Advisors, LLC3,636$1.41M0.84%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,635$1.41M0.07%-2513F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,627$1.41M0.15%+2313F-HRTimeline
Keel Point, LLC3,622$1.41M0.09%+69313F-HRTimeline
OAKWORTH CAPITAL, INC.3,617$1.4M0.09%+1713F-HRTimeline
Waldron Private Wealth LLC3,608$1.4M0.06%013F-HRTimeline
Performance Wealth Partners, LLC3,581$1.39M0.04%+19013F-HRTimeline
Vanguard Capital Wealth Advisors3,575$1.39M1.38%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PROMETHIUM ADVISORS,LLC3,561$1.38M0.84%-26013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,542$1.38M0.32%013F-HR/ATimeline
Gilbert & Cook, Inc.3,540$1.37M0.19%+5413F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,527$1.37M0.1%+113F-HRTimeline
SS&H Financial Advisors, Inc.3,525$1.37M0.46%013F-HRTimeline
Security Financial Services, INC.3,519$1.37M0.24%+8113F-HRTimeline
CORDA Investment Management, LLC.3,515$1.36M0.1%+32413F-HRTimeline
Goldstone Financial Group, LLC3,430$1.36M0.18%+85713F-HRTimeline
Howard Capital Management, LLC3,504$1.36M0.02%+51713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P3,502$1.36M<0.01%-7413F-HRTimelineGroup
Live Oak Private Wealth LLC3,502$1.36M0.2%-313F-HRTimeline
Wealth Management Partners, LLC3,469$1.36M0.48%-5213F-HRTimeline
VEGA INVESTMENT SOLUTIONS3,495$1.36M0.32%+1,60913F-HRTimeline
Astoria Portfolio Advisors LLC.3,158$1.36M0.38%-11913F-HRTimeline
Sequent Asset Management, LLC3,483$1.35M1.08%-1513F-HRTimeline
King Wealth Management Group3,477$1.35M0.18%+213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,473$1.35M0.05%+1,20613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,470$1.35M0.06%-1,17413F-HRTimelineGroup
Savoie Capital LLC3,465$1.35M0.17%013F-HRTimeline
Sunbelt Securities, Inc.3,708$1.34M0.12%-71313F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL3,463$1.34M0.21%-6,14113F-HR/ATimeline
Bullock Wealth Management Group3,432$1.34M0.71%-32913F-HRTimeline
EVOKE WEALTH, LLC3,456$1.34M0.03%+30213F-HRTimeline
Telos Capital Management, Inc.3,451$1.34M0.14%+24013F-HRTimeline
Precision Wealth Strategies, LLC3,450$1.34M0.43%+2,19413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,450$1.34M0.1%-37413F-HRTimeline
CRA Financial Services, LLC3,448$1.34M0.2%+1113F-HRTimeline
Valmark Advisers, Inc.3,443$1.34M0.02%+3013F-HRTimeline
Rossby Financial, LCC3,441$1.34M0.5%+4413F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…3,429$1.33M0.53%-17813F-HRTimeline
Legacy Financial Strategies, LLC3,428$1.33M0.26%-46513F-HRTimeline
SVB WEALTH LLC3,420$1.33M0.07%new13F-HRTimeline
Uncommon Cents Investing LLC3,410$1.32M0.35%+35713F-HRTimeline
Quintet Private Bank (Europe) S.A.3,408$1.32M0.08%-813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,400$1.32M0.19%+1013F-HRTimeline
GC Wealth Management RIA, LLC3,397$1.32M0.11%+2,22113F-HRTimeline
Lantz Financial LLC3,396$1.32M0.33%-73513F-HRTimeline
Rooted Wealth Advisors, Inc.3,247$1.32M0.46%+10213F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC3,388$1.32M1%-38713F-HRTimeline
ABN AMRO Bank N.V.3,372$1.31M0.02%+7013F-HRTimeline
Marble Harbor Investment Counsel, LLC3,382$1.31M0.14%-25013F-HRTimeline
Avestar Capital, LLC3,373$1.31M0.1%-20413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,289$1.31M0.23%+34613F-HRTimeline
Carnegie Investment Counsel3,365$1.31M0.03%+93413F-HRTimeline
Main Street Financial Solutions, LLC3,365$1.31M0.09%-1,23713F-HRTimeline
Laurion Capital Management LP3,364$1.31M0.15%new13F-HRTimeline
Magnus Financial Group LLC3,363$1.31M0.11%-2913F-HRTimeline
Everhart Financial Group, Inc.3,363$1.31M0.15%-61313F-HRTimeline
Bath Savings Trust Co3,349$1.3M0.13%-4813F-HRTimeline
Corundum Group, Inc.3,345$1.3M0.57%+6313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,333$1.29M0.02%-32713F-HRTimeline
Apella Capital, LLC3,297$1.29M0.03%+413F-HRTimeline
Mendel Money Management3,319$1.29M0.57%-2513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,318$1.29M0.04%-3313F-HRTimeline
Golden State Wealth Management, LLC3,307$1.28M0.16%-25113F-HRTimeline
AIA Group Ltdin group AIA Group Ltd3,306$1.28M0.03%-22,25613F-HRTimelineGroup
Avior Wealth Management, LLC3,304$1.28M0.04%+60513F-HRTimeline
Scott Marsh Financial, LLC3,290$1.28M0.47%13F-HRTimeline
Orca Wealth Management, LLC3,285$1.28M1.07%+713F-HRTimeline
Berger Financial Group, Inc3,281$1.27M0.08%-25613F-HRTimeline
Roxbury Financial LLC3,280$1.27M1.24%-4813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,272$1.27M0.12%+19013F-HRTimeline
Fox Hill Wealth Management3,270$1.27M0.65%+11013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation3,266$1.27M0.02%-2,54413F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC3,260$1.27M0.05%-1,20713F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.3,258$1.26M0.52%+1613F-HRTimeline
LexAurum Advisors, LLC3,250$1.26M0.2%-113F-HRTimeline
Point Windward Advisors Inc.3,250$1.26M0.57%-55013F-HRTimeline
HANCOCK WHITNEY CORP3,249$1.26M0.02%+46013F-HRTimeline
Founders Financial Alliance, LLC3,248$1.26M0.29%-1713F-HRTimeline