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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DHJJ Financial Advisors, Ltd.4,575$2.62M0.87%-28013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,573$2.62M2.46%13F-HRTimeline
Glen Eagle Advisors, LLC4,572$2.62M0.36%-1213F-HRTimeline
Everhart Financial Group, Inc.4,555$2.61M0.24%+57113F-HRTimeline
GUERRA PAN ADVISORS, LLC4,549$2.61M1.55%013F-HRTimeline
AlphaCore Capital LLC4,549$2.61M0.06%+1,70513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,549$2.61M0.15%+55713F-HRTimeline
Highview Capital Management LLC/DE/4,540$2.6M0.92%+1513F-HRTimeline
SS&H Financial Advisors, Inc.4,525$2.59M0.76%+1,00013F-HRTimeline
Institute for Wealth Management, LLC.4,509$2.58M0.27%-5413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,507$2.58M0.1%+1,09413F-HRTimelineGroup
LSV ASSET MANAGEMENT4,500$2.58M0.01%-77,00013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,493$2.57M0.37%+1913F-HRTimelineGroup
Hillsdale Investment Management Inc.4,487$2.57M0.07%-1,68013F-HRTimeline
Widmann Financial Services, Inc.4,474$2.56M1.57%013F-HRTimeline
Iron Gate Global Advisors LLC4,474$2.56M0.26%-1413F-HRTimeline
CARLSON FINANCIAL, INC.4,463$2.56M1.48%13F-HRTimeline
Old West Investment Management, LLC4,458$2.55M0.46%013F-HRTimeline
SOL Capital Management CO4,443$2.54M0.23%-513F-HRTimeline
Western Wealth Management, LLC4,435$2.54M0.12%+34313F-HRTimeline
RS CRUM INC.4,430$2.54M0.51%013F-HRTimeline
Rehmann Capital Advisory Group4,426$2.54M0.13%+77813F-HRTimeline
Fort Point Capital Partners LLC3,914$2.53M0.31%+3913F-HRTimeline
Inman Jager Wealth Management, LLC4,422$2.53M1.55%-3313F-HRTimeline
GARRISON POINT ADVISORS, LLC4,418$2.53M1.12%-26013F-HRTimeline
Rodgers Brothers Inc.4,416$2.53M0.3%-76013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC4,412$2.53M0.53%-5813F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding4,404$2.52M-249Timeline
Vision Retirement, LLC4,403$2.52M0.68%13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…4,402$2.52M1.38%-76213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,396$2.52M0.7%-38013F-HRTimeline
Total Clarity Wealth Management, Inc.4,383$2.51M0.61%+4513F-HRTimeline
Goldstone Financial Group, LLC4,380$2.51M0.28%-10713F-HRTimeline
Csenge Advisory Group4,379$2.51M0.11%-9813F-HRTimeline
RKL Wealth Management LLC4,375$2.51M0.21%-913F-HRTimeline
FARMERS TRUST CO4,375$2.51M0.41%+13413F-HRTimeline
1 NORTH WEALTH SERVICES LLC4,373$2.51M0.88%-12913F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,371$2.5M0.08%013F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV4,371$2.5M0.46%-1,00913F-HRTimeline
BayBridge Capital Group, LLC4,364$2.5M1.55%-2613F-HRTimeline
Avidian Wealth Enterprises, LLC4,353$2.49M0.09%+14213F-HRTimeline
TICINO WEALTH4,343$2.49M0.92%13F-HRTimeline
Solstein Capital, LLC4,324$2.48M0.99%013F-HRTimeline
IFG Advisory, LLC4,323$2.48M0.11%-1,15413F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,319$2.47M0.33%+21913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,316$2.47M0.19%+15413F-HRTimeline
Joel Isaacson & Co., LLC4,315$2.47M0.08%+23913F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC4,312$2.47M1.57%13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,300$2.46M0.05%013F-HRTimelineGroup
ODDO BHF ASSET MANAGEMENT SAS4,297$2.46M0.09%-1,48113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LANARK FINANCIAL, INC.4,295$2.46M0.18%+5113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,290$2.46M0.18%+15313F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…4,280$2.45M1.64%-17013F-HRTimeline
Valmark Advisers, Inc.4,275$2.45M0.03%+8713F-HRTimeline
Fire Capital Management LLC4,264$2.44M1.22%-15513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,256$2.44M0.27%+2113F-HRTimelineGroup
Prosperity Consulting Group, LLC4,255$2.44M0.11%+45513F-HRTimeline
FWG Holdings, LLC3,708$2.44M0.93%+1,01813F-HR/ATimeline
Werlinich Asset Management, LLC4,217$2.43M1.2%013F-HRTimeline
Flaharty Asset Management, LLC4,250$2.43M0.3%013F-HRTimeline
Hardy Reed LLC4,248$2.43M0.17%+4613F-HRTimeline
Donoghue Forlines LLC4,245$2.43M0.75%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,240$2.43M0.15%+11713F-HRTimeline
PROMETHIUM ADVISORS,LLC4,236$2.43M1.31%-1513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP4,214$2.41M0.6%+3,08413F-HRTimelineGroup
WOODWARD DIVERSIFIED CAPITAL, LLC4,205$2.41M1.1%+15613F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,203$2.41M0.88%-1813F-HRTimeline
Acorn Wealth Advisors, LLC4,199$2.41M0.72%-1413F-HRTimeline
Bahl & Gaynor LLC4,186$2.4M0.01%-413F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,182$2.4M0.11%-4813F-HRTimeline
Aureus Asset Management, LLC4,178$2.39M0.15%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP4,171$2.39M0.11%new13F-HRTimeline
Investment Research & Advisory Group, I…4,142$2.38M0.79%+32213F-HRTimeline
Richwood Investment Advisors, LLC3,274$2.38M1.71%+9013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,137$2.37M0.13%-14613F-HRTimelineGroup
BBR PARTNERS, LLC4,136$2.37M0.13%-4013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,136$2.37M0.08%013F-HRTimeline
Wealth Alliance Advisory Group, LLC4,127$2.36M0.4%-30513F-HRTimeline
WASHINGTON TRUST Co4,123$2.36M0.08%-813F-HRTimeline
First Heartland Consultants, Inc.4,119$2.36M0.18%+64513F-HRTimeline
Gibson Capital, LLC4,117$2.36M0.43%-113F-HRTimeline
BCS Wealth Management4,112$2.36M0.24%+2,03213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,937$2.36M0.37%+513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,110$2.35M0.15%-3713F-HRTimeline
Westhampton Capital, LLC4,110$2.35M1.11%013F-HRTimeline
INGALLS & SNYDER LLC4,109$2.35M0.09%-1,43113F-HRTimeline
Keel Point, LLC4,106$2.35M0.14%+51513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,103$2.35M0.06%-19,32113F-HRTimeline
Arax Advisory Partners4,069$2.33M0.07%-5,89113F-HRTimeline
Orca Wealth Management, LLC3,293$2.32M1.66%-313F-HRTimeline
Birch Hill Investment Advisors LLC4,044$2.32M0.1%013F-HRTimeline
Fox Hill Wealth Management4,032$2.31M1.07%+50313F-HRTimeline
Carnegie Investment Counsel4,019$2.3M0.04%+17213F-HRTimeline
SITTNER & NELSON, LLC3,169$2.3M0.81%-4113F-HRTimeline
EVOKE WEALTH, LLC4,012$2.3M0.04%+22213F-HRTimeline
IVC Wealth Advisors LLC4,006$2.29M1%+1413F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$2.29M0.27%013F-HRTimeline
TOWER BRIDGE ADVISORS4,000$2.29M0.23%013F-HRTimeline
Blue Sparrow, LLC /DE4,000$2.29M0.04%13F-HRTimeline
Burford Brothers, Inc.3,992$2.29M0.94%+5913F-HRTimeline
Delta Investment Management, LLC3,980$2.28M0.4%+113F-HRTimeline
Allen Capital Group, LLC3,977$2.28M0.21%-9313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,975$2.28M0.11%-47513F-HRTimeline
EVERETT HARRIS & CO /CA/3,972$2.28M0.03%-7013F-HRTimeline
NORDEN GROUP LLC3,951$2.26M0.22%-27913F-HRTimeline
Trinity Legacy Partners, LLC3,948$2.26M0.52%-2713F-HRTimeline
City State Bank3,943$2.26M0.62%-47513F-HRTimeline
Motiv8 Investments LLC3,926$2.25M1.23%-46413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,918$2.24M0.86%-24013F-HRTimeline
LRI Investments, LLC3,913$2.24M0.18%-5413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,912$2.24M0.1%-313F-HRTimeline
VAN STRUM & TOWNE INC.3,910$2.24M0.63%013F-HRTimeline
Bank & Trust Co3,906$2.24M1.58%-1813F-HRTimeline
Silvant Capital Management LLC3,905$2.24M0.08%+2,82913F-HRTimeline
Fulton Bank, N.A.3,901$2.23M0.08%+72313F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,900$2.23M0.52%-20013F-HRTimeline
Byrne Asset Management LLC3,898$2.23M1.23%+6613F-HRTimeline
Rooted Wealth Advisors, Inc.3,226$2.23M0.63%-12013F-HRTimeline
Texas Yale Capital Corp.3,896$2.23M0.07%+5013F-HRTimeline
Howard Capital Management, LLC3,890$2.23M0.03%+1813F-HRTimeline
Rice Partnership, LLC3,890$2.23M0.3%+12213F-HRTimeline
Portside Wealth Group, LLC3,880$2.22M0.3%+4513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,869$2.22M0.08%+3,86713F-HRTimelineGroup
Aspen Investment Management Inc3,867$2.21M0.67%+93713F-HRTimeline
Marble Wealth, LLC3,863$2.21M0.31%13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,859$2.21M0.08%-3213F-HRTimeline
Oak Harvest Investment Services3,858$2.21M0.24%-9013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,847$2.2M0.1%+3113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC3,839$2.2M0.11%+2,08713F-HRTimeline
AMARILLO NATIONAL BANK3,831$2.19M0.39%-50313F-HRTimeline
Simplicity Wealth,LLC3,815$2.19M0.13%-77413F-HRTimeline
Apella Capital, LLC3,803$2.18M0.04%+25013F-HRTimeline
Portus Wealth Advisors, LLC3,801$2.18M2.05%+7213F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,783$2.17M0.57%013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC3,783$2.17M0.32%-6813F-HRTimeline
Northwest Quadrant Wealth Management, L…3,780$2.17M0.45%+913F-HRTimeline
NorthCoast Asset Management LLC3,779$2.16M0.05%-65,22013F-HRTimeline
Copley Financial Group, Inc.3,777$2.16M1.34%013F-HRTimeline
CORDA Investment Management, LLC.3,774$2.16M0.16%+15713F-HRTimeline
Chicago Partners Investment Group LLC3,445$2.16M0.05%+39413F-HRTimeline
ROCKLAND TRUST CO3,768$2.16M0.08%+313F-HRTimeline
Montis Financial, LLC3,767$2.16M0.43%+9913F-HRTimeline
Quad-Cities Investment Group, LLC3,763$2.16M0.89%+2613F-HRTimeline
Alexis Investment Partners, LLC3,738$2.16M0.8%+11213F-HRTimeline
Counterweight Ventures, LLC3,758$2.15M1.21%-6613F-HRTimeline
Lantz Financial LLC3,756$2.15M0.45%-1813F-HRTimeline
Sava Infond d.o.o.3,750$2.15M0.29%-69013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,739$2.14M0.68%-12013F-HRTimeline
MCF Advisors LLC3,738$2.14M0.12%+2,43513F-HRTimeline
Strategic Blueprint, LLC3,733$2.14M0.13%-9313F-HRTimeline
PATTEN & PATTEN INC/TN3,712$2.13M0.12%-1313F-HRTimeline
CAPITAL ADVISORS INC/OK3,711$2.13M0.03%+46713F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,705$2.12M1.38%-7513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,692$2.12M1.32%-9713F-HRTimeline
Blue Chip Partners, LLC3,686$2.11M0.15%-613F-HRTimeline
PHILADELPHIA TRUST CO3,680$2.11M0.15%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,680$2.11M0.28%+1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,673$2.1M0.04%+82313F-HRTimelineGroup
First Citizens Financial Corp3,669$2.1M1.04%-113F-HRTimeline
Bluespring Wealth Management, LLC3,661$2.1M0.18%-14313F-HRTimeline
ZEGA Investments, LLC3,659$2.1M0.41%-52513F-HRTimeline
Diversified Enterprises, LLC3,646$2.09M0.12%+74313F-HRTimeline
RFP Financial Group LLC3,644$2.09M1%+1,31113F-HRTimeline
Magnus Financial Group LLC3,634$2.08M0.16%+24313F-HRTimeline
Qsemble Capital Management, LP3,626$2.08M0.17%new13F-HRTimeline
L2 Asset Management, LLC3,624$2.08M0.28%+41513F-HRTimeline
InTrack Investment Management Inc3,620$2.07M1.16%-87513F-HRTimeline
Missouri Trust & Investment Co3,619$2.07M0.61%-3013F-HRTimeline
WORLD EQUITY GROUP, INC.3,619$2.07M0.58%-17513F-HRTimeline
Security Financial Services, INC.3,609$2.07M0.32%+1613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,608$2.07M0.08%+11313F-HRTimelineGroup
Avior Wealth Management, LLC3,608$2.07M0.06%+30013F-HRTimeline
Gilbert & Cook, Inc.3,604$2.06M0.26%-1413F-HRTimeline
Sunbelt Securities, Inc.3,602$2.06M0.14%-7713F-HRTimeline
Legacy Financial Strategies, LLC3,600$2.06M0.37%+24613F-HRTimeline
Fort Sheridan Advisors LLC3,596$2.06M0.26%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,595$2.06M0.2%-5913F-HRTimeline
Vanguard Capital Wealth Advisors3,581$2.05M1.64%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSTRUM ASSET MANAGEMENT3,572$2.05M0.1%-1,18213F-HRTimeline
Disciplined Investors, L.L.C.3,570$2.04M1.34%+1,88813F-HRTimeline
Waldron Private Wealth LLC3,567$2.04M0.08%-4113F-HRTimeline
VUB Generali dochodkova spravcovska spo…3,566$2.04M1.56%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,563$2.04M0.1%-7213F-HRTimeline
HUB Investment Partners, LLC3,562$2.04M0.06%new13F-HRTimeline
Sage Mountain Advisors LLC3,546$2.03M0.11%+9213F-HRTimeline
Canopy Partners, LLC3,534$2.02M0.66%+713F-HRTimeline
Live Oak Private Wealth LLC3,525$2.02M0.28%013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,520$2.02M0.09%+83113F-HRTimeline
OAKWORTH CAPITAL, INC.3,514$2.01M0.11%-10313F-HRTimeline
SBI Securities Co., Ltd.3,512$2.01M0.05%+11513F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,510$2.01M0.47%13F-HRTimeline
HBW ADVISORY SERVICES LLC3,508$2.01M0.22%+1,50013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,502$2.01M0.46%-4013F-HR/ATimeline
Thomasville National Bank3,497$2M0.12%-19413F-HRTimeline
CRA Financial Services, LLC3,483$2M0.26%+1013F-HRTimeline
Sequent Asset Management, LLC3,465$1.99M0.88%-1813F-HRTimeline
Kathmere Capital Management, LLC3,456$1.98M0.13%+21313F-HRTimeline
King Wealth Management Group3,455$1.98M0.24%-3113F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,448$1.98M0.51%+1,14213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,447$1.97M0.16%+48713F-HRTimeline