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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers
3,102
13F filers
3,151
New
266
Added
1,149
Reduced
1,200
Sold out
121
Shares held by filers
333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Flaharty Asset Management, LLC4,250$2.03M0.26%-4213F-HRTimeline
LANARK FINANCIAL, INC.4,244$2.03M0.16%-11213F-HRTimeline
FARMERS TRUST CO4,241$2.02M0.35%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,235$2.02M0.24%+51813F-HRTimelineGroup
NORDEN GROUP LLC4,230$2.02M0.21%-47013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,230$2.02M0.09%-2213F-HRTimeline
Krilogy Financial LLC3,544$2.02M0.08%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,221$2.01M0.78%+2713F-HRTimeline
Werlinich Asset Management, LLC4,217$2.01M1%013F-HRTimeline
Acorn Wealth Advisors, LLC4,213$2.01M0.63%+3613F-HRTimeline
Rossmore Private Capital4,213$2.01M0.22%+19013F-HRTimeline
Kovack Advisors, Inc.4,212$2.01M0.19%-34713F-HRTimeline
Avidian Wealth Enterprises, LLC4,211$2.01M0.08%+7013F-HRTimeline
Hardy Reed LLC4,202$2M0.15%+11013F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP4,200$2M0.16%new13F-HRTimelineGroup
Bahl & Gaynor LLC4,190$2M0.01%-1,97713F-HRTimeline
Valmark Advisers, Inc.4,188$2M0.03%+74513F-HRTimeline
ZEGA Investments, LLC4,184$2M0.46%+2,50813F-HRTimeline
Aureus Asset Management, LLC4,178$1.99M0.13%013F-HRTimeline
BBR PARTNERS, LLC4,176$1.99M0.11%+4013F-HRTimeline
Stamos Capital Partners, L.P.4,168$1.99M0.38%-3,64713F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,162$1.99M0.2%-4,07013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,158$1.98M0.86%+38713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,048$1.98M0.02%+913F-HR/ATimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC4,147$1.98M0.13%+613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,137$1.97M0.14%+48713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,136$1.97M0.06%-40013F-HRTimeline
WASHINGTON TRUST Co4,131$1.97M0.06%-3413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,123$1.97M0.11%+913F-HRTimeline
Dana Investment Advisors, Inc.4,121$1.97M0.06%-2,28013F-HRTimeline
Gibson Capital, LLC4,118$1.96M0.36%new13F-HRTimeline
Westhampton Capital, LLC4,110$1.96M0.96%013F-HRTimeline
Capital Markets Trading UK LLP4,102$1.96M2%+2,18813F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,100$1.96M0.27%+7713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC4,100$1.96M0.45%013F-HRTimeline
Western Wealth Management, LLC4,092$1.95M0.1%-7413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,932$1.95M0.32%+64313F-HRTimeline
Joel Isaacson & Co., LLC4,076$1.94M0.07%+1,30013F-HRTimeline
Allen Capital Group, LLC4,070$1.94M0.19%+3713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,062$1.94M0.09%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,049$1.93M0.9%-1813F-HRTimeline
Birch Hill Investment Advisors LLC4,044$1.93M0.08%013F-HRTimeline
EVERETT HARRIS & CO /CA/4,042$1.93M0.02%+11513F-HRTimeline
Apella Capital, LLC3,553$1.92M0.04%+25613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS4,021$1.92M0.76%-1013F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$1.91M0.23%013F-HRTimeline
TOWER BRIDGE ADVISORS4,000$1.91M0.19%013F-HRTimeline
Nearwater Capital Markets, Ltd4,000$1.91M0.03%new13F-HRTimeline
BOCHK Asset Management Ltd4,000$1.91M0.5%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,992$1.9M0.13%-74413F-HRTimeline
IVC Wealth Advisors LLC3,992$1.9M0.85%-1413F-HRTimeline
Everhart Financial Group, Inc.3,984$1.9M0.19%+62113F-HRTimeline
Delta Investment Management, LLC3,979$1.9M0.34%+813F-HRTimeline
LRI Investments, LLC3,967$1.89M0.15%+13613F-HRTimeline
Oak Harvest Investment Services3,948$1.88M0.22%-35913F-HRTimeline
Burford Brothers, Inc.3,933$1.88M0.8%+5113F-HRTimeline
Bank & Trust Co3,924$1.87M1.38%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,915$1.87M0.08%013F-HRTimeline
VAN STRUM & TOWNE INC.3,910$1.87M0.55%-5513F-HRTimeline
Capital Management Associates, Inc3,899$1.86M0.5%+913F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC3,893$1.86M0.01%-8,96113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,891$1.86M0.07%+3013F-HRTimeline
Fort Point Capital Partners LLC3,875$1.85M0.23%-2,40013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC3,875$1.85M0.92%-6513F-HRTimeline
Howard Capital Management, LLC3,872$1.85M0.02%+36813F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,859$1.84M0.65%-23513F-HRTimeline
WILKINS INVESTMENT COUNSEL INC3,851$1.84M0.26%+1013F-HRTimeline
Carnegie Investment Counsel3,847$1.84M0.03%+48213F-HRTimeline
Texas Yale Capital Corp.3,846$1.84M0.06%+12713F-HRTimeline
Portside Wealth Group, LLC3,835$1.83M0.25%-74113F-HRTimeline
Byrne Asset Management LLC3,832$1.83M1.12%-10713F-HRTimeline
Investment Research & Advisory Group, I…3,820$1.83M0.62%+3,78513F-HRTimeline
Strategic Blueprint, LLC3,826$1.83M0.08%+16213F-HRTimeline
Counterweight Ventures, LLC3,824$1.82M1.07%-42813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,816$1.82M0.08%-24613F-HRTimelineGroup
Sterling Capital Management LLC3,812$1.82M0.03%-37113F-HRTimeline
Bluespring Wealth Management, LLC3,804$1.81M0.16%+4813F-HRTimeline
Prosperity Consulting Group, LLC3,800$1.81M0.09%+57713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,798$1.81M1.01%-20913F-HRTimeline
WORLD EQUITY GROUP, INC.3,794$1.81M0.41%+10413F-HRTimeline
EVOKE WEALTH, LLC3,790$1.81M0.04%+33413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,789$1.81M1.17%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,783$1.81M0.49%-3,87913F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,780$1.8M1.16%013F-HRTimeline
Copley Financial Group, Inc.3,777$1.8M1.23%013F-HRTimeline
Lantz Financial LLC3,774$1.8M0.4%+37813F-HRTimeline
Northwest Quadrant Wealth Management, L…3,771$1.8M0.38%-8913F-HRTimeline
Souders Financial Advisors3,770$1.8M0.21%-20513F-HRTimeline
Rice Partnership, LLC3,768$1.8M0.26%-14513F-HRTimeline
AAFMAA Wealth Management & Trust LLC3,765$1.8M0.71%-19613F-HRTimeline
ROCKLAND TRUST CO3,765$1.8M0.07%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,751$1.79M0.15%-35913F-HRTimelineGroup
Quad-Cities Investment Group, LLC3,737$1.78M0.76%+6613F-HRTimeline
Portus Wealth Advisors, LLC3,729$1.78M1.77%13F-HRTimeline
PATTEN & PATTEN INC/TN3,725$1.78M0.1%-3513F-HRTimeline
BOSTON FAMILY OFFICE LLC3,714$1.77M0.11%+47013F-HRTimeline
Blue Chip Partners, LLC3,692$1.76M0.13%-213F-HRTimeline
Thomasville National Bank3,691$1.76M0.11%-17113F-HRTimeline
PHILADELPHIA TRUST CO3,680$1.76M0.12%-4013F-HRTimeline
Sunbelt Securities, Inc.3,679$1.76M0.12%-2913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,672$1.75M0.09%-23313F-HRTimeline
First Citizens Financial Corp3,670$1.75M0.87%+913F-HRTimeline
Montis Financial, LLC3,668$1.75M0.4%-9213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,666$1.75M<0.01%-1,56713F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC3,665$1.75M0.24%+1113F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,654$1.74M0.17%+2713F-HRTimeline
Peregrine Asset Advisers, Inc.3,851$1.74M0.52%+1,88413F-HRTimeline
Missouri Trust & Investment Co3,649$1.74M0.51%013F-HRTimeline
Rehmann Capital Advisory Group3,648$1.74M0.1%+513F-HRTimeline
INVESTMENT PARTNERS, LTD.3,639$1.74M0.61%-3013F-HRTimeline
Circle Wealth Management, LLC3,635$1.73M0.03%-613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,635$1.73M0.09%013F-HRTimeline
Gilbert & Cook, Inc.3,618$1.73M0.22%+7813F-HRTimeline
CORDA Investment Management, LLC.3,617$1.73M0.12%+10213F-HRTimeline
OAKWORTH CAPITAL, INC.3,617$1.73M0.1%013F-HRTimeline
Ethos Financial Group, LLC3,614$1.72M0.14%+1,11013F-HRTimeline
Waldron Private Wealth LLC3,608$1.72M0.07%013F-HRTimeline
Fort Sheridan Advisors LLC3,596$1.72M0.22%-12513F-HRTimeline
Performance Wealth Partners, LLC3,595$1.72M0.05%+1413F-HRTimeline
Security Financial Services, INC.3,593$1.71M0.28%+7413F-HRTimeline
Keel Point, LLC3,591$1.71M0.11%-3113F-HRTimeline
Alexis Investment Partners, LLC3,626$1.71M0.69%+50813F-HRTimeline
Root Financial Partners, LLC3,582$1.71M0.11%+46813F-HRTimeline
Vanguard Capital Wealth Advisors3,578$1.71M1.37%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOSTON RESEARCH & MANAGEMENT INC3,542$1.69M0.37%013F-HR/ATimeline
Bison Wealth, LLC3,270$1.69M0.16%+41613F-HRTimeline
Fox Hill Wealth Management3,529$1.68M0.79%+25913F-HRTimeline
Canopy Partners, LLC3,527$1.68M0.56%-36613F-HRTimeline
Live Oak Private Wealth LLC3,525$1.68M0.23%+2313F-HRTimeline
SS&H Financial Advisors, Inc.3,525$1.68M0.51%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P3,503$1.67M<0.01%+113F-HRTimelineGroup
1858 WEALTH MANAGEMENT, LLC3,497$1.67M1.17%-24413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,495$1.67M0.06%+2213F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.3,495$1.67M0.67%-25513F-HRTimeline
Rooted Wealth Advisors, Inc.3,346$1.67M0.51%+9913F-HRTimeline
King Wealth Management Group3,486$1.66M0.21%+913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,483$1.66M0.04%+16513F-HRTimeline
Sequent Asset Management, LLC3,483$1.66M0.79%013F-HRTimeline
First Heartland Consultants, Inc.3,474$1.66M0.13%+43713F-HRTimeline
CRA Financial Services, LLC3,473$1.66M0.23%+2513F-HRTimeline
Sage Mountain Advisors LLC3,454$1.65M0.09%+31713F-HRTimeline
Uncommon Cents Investing LLC3,436$1.64M0.41%+2613F-HRTimeline
Quintet Private Bank (Europe) S.A.3,436$1.64M0.09%+2813F-HRTimeline
Sender Co & Partners, Inc.3,419$1.63M0.63%+1,34113F-HRTimeline
Rossby Financial, LCC3,392$1.63M0.54%-4913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,413$1.63M0.06%-5713F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO3,405$1.62M0.16%-7,60913F-HRTimeline
Brucke Financial, Inc.2,810$1.62M0.95%-34013F-HRTimeline
Bullock Wealth Management Group3,373$1.62M0.81%-5913F-HRTimeline
SBI Securities Co., Ltd.3,397$1.62M0.04%-38913F-HRTimeline
Magnus Financial Group LLC3,391$1.62M0.13%+2813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,390$1.62M0.21%-1013F-HRTimeline
Sovran Advisors, LLC2,768$1.61M0.14%+30613F-HRTimeline
Stiles Financial Services Inc3,379$1.61M0.51%+16213F-HRTimeline
Denver PWM, LLC4,150$1.61M0.5%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,358$1.6M0.01%+28413F-HRTimelineGroup
Legacy Financial Strategies, LLC3,354$1.6M0.29%-7413F-HRTimeline
Chicago Partners Investment Group LLC3,051$1.6M0.04%+47313F-HRTimeline
Marble Harbor Investment Counsel, LLC3,347$1.6M0.17%-3513F-HRTimeline
Montecito Bank & Trust3,345$1.6M0.25%13F-HRTimeline
DRW Securities, LLC3,347$1.6M0.08%+76213F-HRTimeline
Bath Savings Trust Co3,340$1.59M0.16%-913F-HRTimeline
Lantern Wealth Advisors, LLC3,339$1.59M0.85%-29713F-HRTimeline
NewSquare Capital LLC3,332$1.59M0.11%+2,91613F-HRTimeline
Venturi Wealth Management, LLC3,326$1.59M0.07%-42613F-HRTimeline
SVB WEALTH LLC3,318$1.58M0.09%-10213F-HRTimeline
Corundum Group, Inc.3,312$1.58M0.65%-3313F-HRTimeline
Avior Wealth Management, LLC3,308$1.58M0.05%+413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,302$1.58M0.03%-3113F-HRTimeline
PFC CAPITAL GROUP, INC.3,301$1.57M0.66%+20013F-HRTimeline
FWG Holdings, LLC2,690$1.57M0.68%+8213F-HRTimeline
Mendel Money Management3,299$1.57M0.66%-2013F-HRTimeline
Orca Wealth Management, LLC3,296$1.57M1.19%+1113F-HRTimeline
LexAurum Advisors, LLC3,286$1.57M0.22%+3613F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC3,283$1.57M1.06%-10513F-HRTimeline
AA Financial Advisors, LLC3,278$1.56M0.31%+25513F-HRTimeline
Douglas Lane & Associates, LLC3,275$1.56M0.02%-43513F-HRTimeline
Providence Financial Advisors, LLC3,272$1.56M1.49%13F-HRTimeline
Telos Capital Management, Inc.3,250$1.55M0.15%-20113F-HRTimeline
Point Windward Advisors Inc.3,250$1.55M0.72%013F-HRTimeline
Cherokee Insurance Co3,250$1.55M0.66%-40013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,247$1.55M0.13%-2513F-HRTimeline
CAPITAL ADVISORS INC/OK3,244$1.55M0.03%+3513F-HRTimeline
Kathmere Capital Management, LLC3,243$1.55M0.11%+27913F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.3,240$1.55M0.57%-1813F-HRTimeline
MBL Wealth, LLC3,235$1.54M0.13%+1,16413F-HRTimeline
AUXIER ASSET MANAGEMENT LLC3,230$1.54M0.22%013F-HRTimeline
Abacus Planning Group, Inc.3,214$1.53M0.21%+2013F-HRTimeline
Roxbury Financial LLC3,210$1.53M1.41%-7013F-HRTimeline
SITTNER & NELSON, LLC3,210$1.53M0.56%+213F-HRTimeline
L2 Asset Management, LLC3,209$1.53M0.22%013F-HRTimeline
Brookwood Investment Group LLC3,205$1.53M0.2%+17113F-HRTimeline
Blackhawk Capital Partners, LLC3,203$1.53M0.59%-44513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,202$1.53M0.11%-24813F-HRTimeline
Provenance Wealth Advisors, LLC3,196$1.52M0.2%013F-HRTimeline
Wealth Management Partners, LLC3,191$1.52M0.48%-27813F-HRTimeline
Visionary Wealth Advisors3,187$1.52M0.07%+35513F-HRTimeline
Richwood Investment Advisors, LLC3,184$1.52M1.19%+2513F-HRTimeline
Fulton Bank, N.A.3,178$1.52M0.05%+12213F-HRTimeline
Founders Financial Alliance, LLC3,177$1.52M0.29%-7113F-HRTimeline