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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Westover Capital Advisors, LLC4,676$3.31M0.61%013F-HRTimeline
Quintet Private Bank (Europe) S.A.4,656$3.3M0.22%+1,24813F-HRTimeline
Pinnacle West Asset Management, Inc.4,651$3.29M2.24%-16013F-HRTimeline
Cove Private Wealth, LLC4,638$3.29M0.75%+2,08513F-HRTimeline
Ellsworth Advisors, LLC4,626$3.28M0.62%+3,77213F-HRTimeline
Joel Isaacson & Co., LLC4,616$3.27M0.11%+30113F-HRTimeline
CGN Advisors LLC4,615$3.27M0.26%-35113F-HRTimeline
Valmark Advisers, Inc.4,606$3.26M0.04%+33113F-HRTimeline
Haverford Trust Co4,602$3.26M0.03%-11713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,598$3.26M0.1%+9113F-HR/ATimelineGroup
Deseret Mutual Benefit Administrators4,574$3.24M1.1%+2,73413F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,573$3.24M2.91%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,565$3.23M0.76%+18213F-HRTimeline
BOSTON FAMILY OFFICE LLC4,562$3.23M0.22%-1,42113F-HRTimeline
DHJJ Financial Advisors, Ltd.4,558$3.23M1.07%-1713F-HRTimeline
DB&C Advisors, LLC4,558$3.23M4.2%-9913F-HRTimeline
CFO CAPITAL MANAGEMENT LLC4,588$3.23M2.66%+2,37313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,535$3.21M0.23%+24513F-HRTimeline
GUERRA PAN ADVISORS, LLC4,533$3.21M1.99%-1613F-HRTimeline
LSV ASSET MANAGEMENT4,516$3.2M0.01%+1613F-HRTimeline
Vision Retirement, LLC4,506$3.19M0.91%+10313F-HRTimeline
G&S Capital LLC4,498$3.19M1.12%-1,27113F-HRTimeline
Emprise Bank4,492$3.18M1.28%-14713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP4,487$3.18M0.79%+27313F-HRTimelineGroup
GC Wealth Management RIA, LLC4,480$3.17M0.13%+1,30613F-HRTimeline
West Branch Capital LLC4,476$3.17M0.85%+2,69113F-HRTimeline
IronBridge Private Wealth, LLC4,465$3.16M1.02%-2,86313F-HRTimeline
Old West Investment Management, LLC4,458$3.16M0.34%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC4,451$3.15M0.63%+3913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC4,445$3.15M0.72%new13F-HRTimeline
Institute for Wealth Management, LLC.4,440$3.15M0.34%-6913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,440$3.15M0.14%+46513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,992$3.14M0.18%-55713F-HR/ATimeline
RS CRUM INC.4,430$3.14M0.61%013F-HRTimeline
Northstar Advisory Group, LLC4,428$3.14M1.2%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,419$3.13M0.49%-7413F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC3,972$3.13M0.48%+3513F-HRTimeline
Rodgers Brothers Inc.4,405$3.12M0.36%-1113F-HRTimeline
Stamos Capital Partners, L.P.4,402$3.12M0.49%-1,33713F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,400$3.12M0.24%+8413F-HRTimeline
Caption Management, LLC4,400$3.12M0.15%+2,00013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,396$3.11M0.86%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,393$3.11M0.23%-41213F-HRTimelineGroup
Oak Asset Management, LLC4,387$3.11M1.07%-20713F-HRTimeline
Trinity Legacy Partners, LLC3,908$3.1M0.67%-4013F-HRTimeline
RKL Wealth Management LLC4,381$3.1M0.28%+613F-HRTimeline
Widmann Financial Services, Inc.4,375$3.1M1.84%-9913F-HRTimeline
CAPITAL ADVISORS INC/OK4,374$3.1M0.05%+66313F-HRTimeline
TICINO WEALTH4,260$3.1M1.08%-8313F-HRTimeline
First Heartland Consultants, Inc.4,361$3.09M0.24%+24213F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP4,353$3.08M0.3%-84913F-HRTimeline
Cooper Financial Group4,348$3.08M0.31%-22813F-HRTimeline
AIA Group Ltdin group AIA Group Ltd4,342$3.08M0.04%-12,05813F-HRTimelineGroup
Inman Jager Wealth Management, LLC4,337$3.07M1.8%-8513F-HRTimeline
Evernest Financial Advisors, LLC3,703$3.07M0.64%+7113F-HRTimeline
Great Diamond Partners, LLC4,326$3.06M0.59%+3,41113F-HRTimeline
Investment Research & Advisory Group, I…4,298$3.05M1.07%+15613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,300$3.05M0.06%013F-HRTimelineGroup
Cascade Investment Advisors, Inc.4,288$3.04M1.8%-92813F-HRTimeline
SIMON QUICK ADVISORS, LLC4,285$3.04M0.14%-1,14913F-HRTimeline
MOKAN Wealth Management Inc.4,286$3.04M1.34%+3,79213F-HRTimeline
McLaughlin Asset Management, Inc.4,282$3.03M2.9%-30913F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…4,280$3.03M2.02%013F-HRTimeline
Solstein Capital, LLC4,274$3.03M1.24%-5013F-HRTimeline
TRUST POINT INC.4,268$3.02M0.26%-91413F-HRTimeline
Cladis Investment Advisory, LLC4,265$3.02M1.66%-53513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…4,263$3.02M1.66%-13913F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding4,261$3.02M-143Timeline
Hardy Reed LLC4,256$3.02M0.22%+813F-HRTimeline
Prosperity Consulting Group, LLC4,254$3.01M0.13%-113F-HRTimeline
Fire Capital Management LLC4,252$3.01M1.41%-1213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,225$2.99M0.34%-3113F-HRTimelineGroup
Werlinich Asset Management, LLC4,217$2.99M1.45%013F-HRTimeline
Acorn Wealth Advisors, LLC4,217$2.99M0.87%+1813F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,206$2.98M1.05%+313F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,201$2.98M0.13%+1913F-HRTimeline
FARMERS TRUST CO4,180$2.96M0.46%-19513F-HRTimeline
INGALLS & SNYDER LLC4,180$2.96M0.11%+7113F-HRTimeline
180 WEALTH ADVISORS, LLC4,179$2.96M0.34%+1,46313F-HRTimeline
Aureus Asset Management, LLC4,178$2.96M0.2%013F-HRTimeline
LANARK FINANCIAL, INC.4,177$2.96M0.22%-11813F-HRTimeline
TKG Advisors, LLC4,174$2.96M1.22%-1,27513F-HRTimeline
Fulton Bank, N.A.4,161$2.95M0.1%+26013F-HRTimeline
Westhampton Capital, LLC4,150$2.94M1.37%+4013F-HRTimeline
WASHINGTON TRUST Co4,127$2.92M0.1%+413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,124$2.92M0.47%-1,57613F-HRTimeline
Gibson Capital, LLC4,117$2.92M0.54%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,117$2.92M0.03%-50013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,104$2.91M0.12%+49613F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC4,102$2.91M0.18%-813F-HRTimeline
EVOKE WEALTH, LLC4,100$2.9M0.05%+8813F-HRTimeline
SIR Capital Management, L.P.4,100$2.9M0.27%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,096$2.9M0.17%-14413F-HRTimeline
GARRISON POINT ADVISORS, LLC4,091$2.9M1.32%-32713F-HRTimeline
Gryphon Financial Partners LLC4,082$2.89M0.3%+78613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,082$2.89M0.09%-5413F-HRTimeline
Simplicity Wealth,LLC4,076$2.89M0.16%+26113F-HRTimeline
AMARILLO NATIONAL BANK4,076$2.89M0.51%+24513F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,071$2.88M0.38%-24813F-HRTimeline
PROMETHIUM ADVISORS,LLC4,066$2.88M1.49%-17013F-HRTimeline
Keudell/Morrison Wealth Management4,065$2.88M0.59%-1,91813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,051$2.87M0.72%-79313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,046$2.87M0.16%-9113F-HRTimelineGroup
Birch Hill Investment Advisors LLC4,044$2.87M0.13%013F-HRTimeline
Goldstone Financial Group, LLC4,043$2.86M0.31%-33713F-HRTimeline
HWG Holdings LP4,043$2.86M0.76%new13F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT4,039$2.86M1.43%-1,26113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,033$2.86M0.02%-1,29613F-HRTimelineGroup
TrustBankin group TrustBank4,025$2.85M1.11%+1,51913F-HRTimelineGroup
Burford Brothers, Inc.4,025$2.85M1.17%+3313F-HRTimeline
Allen Capital Group, LLC4,020$2.85M0.26%+4313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,007$2.84M0.04%-79,29913F-HRTimelineGroup
VIKING FUND MANAGEMENT LLC4,000$2.83M0.29%013F-HRTimeline
TOWER BRIDGE ADVISORS4,000$2.83M0.27%013F-HRTimeline
Polymer Capital Management (US) LLC4,000$2.83M0.42%-1,00013F-HRTimeline
Martel Wealth Advisors LLC4,000$2.83M0.48%+1,00013F-HRTimeline
CARLSON FINANCIAL, INC.3,994$2.83M1.67%-46913F-HRTimeline
MCF Advisors LLC3,983$2.82M0.12%+24513F-HRTimeline
Delta Investment Management, LLC3,980$2.82M0.5%013F-HRTimeline
Bluespring Wealth Management, LLC3,968$2.81M0.24%+30713F-HRTimeline
Carnegie Investment Counsel3,961$2.81M0.05%-5813F-HRTimeline
LRI Investments, LLC3,948$2.8M0.25%+3513F-HRTimeline
Chicago Partners Investment Group LLC3,453$2.79M0.06%+813F-HRTimeline
BOCHK Asset Management Ltd3,940$2.79M0.58%+3,18013F-HRTimeline
AlphaCore Capital LLC3,939$2.79M0.07%-61013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,932$2.79M0.12%+2013F-HRTimeline
Vivid Wealth Management, LLC3,927$2.78M1.13%-73813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV3,913$2.77M0.51%-45813F-HRTimeline
EVERETT HARRIS & CO /CA/3,902$2.76M0.04%-7013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,900$2.76M0.65%013F-HRTimeline
SBI Securities Co., Ltd.3,900$2.76M0.08%+38813F-HRTimeline
Texas Yale Capital Corp.3,896$2.76M0.08%013F-HRTimeline
Silvant Capital Management LLC3,881$2.75M0.1%-2413F-HRTimeline
City State Bank3,880$2.75M0.71%-6313F-HRTimeline
Fort Point Capital Partners LLC3,878$2.75M0.36%-3613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,869$2.74M1.01%-4913F-HRTimeline
Flaharty Asset Management, LLC3,867$2.74M0.34%-38313F-HRTimeline
Continuum Advisory, LLC3,864$2.74M0.26%+68613F-HRTimeline
IVC Wealth Advisors LLC3,862$2.74M1.19%-14413F-HRTimeline
Campbell & CO Investment Adviser LLC3,843$2.72M0.16%+1,50213F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …3,843$2.72M1.33%new13F-HRTimeline
VAN STRUM & TOWNE INC.3,825$2.71M0.79%-8513F-HRTimeline
Wealth Alliance Advisory Group, LLC3,819$2.71M0.43%-30813F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,817$2.7M0.85%+7813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,805$2.7M0.06%+13213F-HRTimelineGroup
MARINER INVESTMENT GROUP LLC3,800$2.69M0.82%new13F-HRTimeline
Premier Path Wealth Partners, LLC3,786$2.68M0.35%+45413F-HRTimeline
O'Domhnaill Enterprises, Inc.3,783$2.68M2.16%-89413F-HRTimeline
Ballast, Inc.3,781$2.68M0.62%+94813F-HRTimeline
Arax Advisory Partners3,778$2.68M0.08%-29113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,768$2.67M1.71%-54413F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,766$2.67M0.71%-1713F-HRTimeline
CORDA Investment Management, LLC.3,757$2.66M0.18%-1713F-HRTimeline
Oak Harvest Investment Services3,751$2.66M0.28%-10713F-HRTimeline
Sava Infond d.o.o.3,750$2.66M0.38%013F-HRTimeline
DRW Securities, LLC3,744$2.65M0.14%+2,20613F-HRTimeline
Byrne Asset Management LLC3,735$2.65M1.55%-16313F-HRTimeline
Diversified Enterprises, LLC3,720$2.64M0.14%+7413F-HRTimeline
PATTEN & PATTEN INC/TN3,712$2.63M0.16%013F-HRTimeline
Blue Chip Partners, LLC3,704$2.62M0.19%+1813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,703$2.62M0.12%-14413F-HRTimelineGroup
Portside Wealth Group, LLC3,699$2.62M0.36%-18113F-HRTimeline
Copley Financial Group, Inc.3,697$2.62M1.58%-8013F-HRTimeline
NorthCoast Asset Management LLC3,679$2.61M0.06%-10013F-HRTimeline
GTS SECURITIES LLC3,673$2.6M0.09%-7,02113F-HRTimeline
Kathmere Capital Management, LLC3,672$2.6M0.16%+21613F-HRTimeline
First Citizens Financial Corp3,667$2.6M1.23%-213F-HRTimeline
Security Financial Services, INC.3,665$2.6M0.41%+5613F-HRTimeline
Benin Management CORP3,665$2.6M0.58%+70013F-HRTimeline
CMH Wealth Management LLC3,660$2.59M0.45%new13F-HRTimeline
BBR PARTNERS, LLC3,656$2.59M0.14%-48013F-HRTimeline
ZEGA Investments, LLC3,652$2.59M0.49%-713F-HRTimeline
Northwest Quadrant Wealth Management, L…3,647$2.58M0.54%-13313F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC3,640$2.58M0.05%new13F-HRTimeline
Rehmann Capital Advisory Group3,634$2.57M0.13%-79213F-HRTimeline
Investment Management Trust, LLC3,631$2.57M2.51%13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,629$2.57M1.65%-6313F-HRTimeline
Rooted Wealth Advisors, Inc.3,219$2.57M0.68%-713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,626$2.57M0.09%-74513F-HRTimelineGroup
Missouri Trust & Investment Co3,594$2.55M0.75%-2513F-HRTimeline
Fort Sheridan Advisors LLC3,591$2.54M0.31%-513F-HRTimeline
Disciplined Investors, L.L.C.3,583$2.54M1.51%+1313F-HRTimeline
Lantz Financial LLC3,581$2.54M0.52%-17513F-HRTimeline
Sunbelt Securities, Inc.3,580$2.54M0.16%-2213F-HRTimeline
Waldron Private Wealth LLC3,577$2.53M0.1%+1013F-HRTimeline
Gilbert & Cook, Inc.3,565$2.53M0.33%-3913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,563$2.52M0.14%013F-HRTimeline
Braeburn Wealth Management LLC3,550$2.52M1.44%+12513F-HRTimeline
Quad-Cities Investment Group, LLC3,549$2.51M1%-21413F-HRTimeline
Aspen Investment Management Inc3,544$2.51M0.77%-32313F-HRTimeline
Vanguard Capital Wealth Advisors3,541$2.51M2.32%-4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
King Wealth Management Group3,537$2.51M0.31%+8213F-HRTimeline
Keel Point, LLC3,531$2.5M0.17%-57513F-HRTimeline
BayBridge Capital Group, LLC4,364$2.5M1.55%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,528$2.5M0.43%+1813F-HRTimeline
WILKINS INVESTMENT COUNSEL INC3,528$2.5M0.36%-25513F-HRTimeline
HANCOCK WHITNEY CORP2,939$2.5M0.04%-3913F-HRTimeline
CRA Financial Services, LLC3,517$2.49M0.32%+3413F-HRTimeline
Sovran Advisors, LLC2,798$2.49M0.2%-4713F-HRTimeline
Strategic Blueprint, LLC3,513$2.49M0.14%-22013F-HRTimeline