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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Platt Wealth Management LLC3,348$3.56M2.87%+113F-HRTimeline
Montecito Bank & Trust3,338$3.55M0.53%-613F-HRTimeline
Corundum Group, Inc.3,337$3.55M1.05%-2213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,333$3.55M0.03%+1,34213F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,330$3.55M0.29%-3213F-HRTimelineGroup
WILKINS INVESTMENT COUNSEL INC3,325$3.54M0.48%-20313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.3,319$3.53M1.29%-4113F-HRTimeline
Richwood Investment Advisors, LLC3,309$3.52M2.48%+7513F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST3,302$3.52M1.25%+98213F-HRTimeline
Providence Financial Advisors, LLC3,297$3.51M2%-113F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC3,293$3.51M0.23%+93813F-HRTimelineGroup
Orca Wealth Management, LLC3,288$3.5M2.1%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,285$3.5M0.78%-3,72313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,973$3.5M0.5%+113F-HRTimeline
PATTON FUND MANAGEMENT, INC.3,282$3.5M0.76%-1,61613F-HRTimeline
Trinity Legacy Partners, LLC3,976$3.49M0.7%+6813F-HRTimeline
LexAurum Advisors, LLC3,274$3.49M0.4%-3313F-HRTimeline
BayBridge Capital Group, LLC3,269$3.48M1.81%-1,09513F-HRTimeline
PFC CAPITAL GROUP, INC.3,267$3.48M1.34%-5013F-HRTimeline
Mandatum Life Insurance Co Ltd3,261$3.47M0.64%+2313F-HRTimeline
MSH Capital Advisors LLC3,219$3.43M0.6%-15513F-HRTimeline
XML Financial, LLC3,211$3.42M0.25%-1,98213F-HRTimeline
Anchor Bay Capital, Inc.4,070$3.42M1.84%13F-HRTimeline
Provenance Wealth Advisors, LLC3,203$3.41M0.32%+713F-HRTimeline
Circle Wealth Management, LLC3,197$3.4M0.04%+613F-HRTimeline
Rooted Wealth Advisors, Inc.3,195$3.4M0.83%-2413F-HRTimeline
Aprio Wealth Management, LLC3,193$3.4M0.17%+13513F-HRTimeline
L2 Asset Management, LLC3,191$3.4M0.35%-26713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,191$3.4M0.24%-413F-HRTimeline
Menard Financial Group LLC3,190$3.4M1.85%+313F-HRTimeline
MBL Wealth, LLC3,186$3.39M0.23%+9213F-HRTimeline
Stiles Financial Services Inc3,182$3.39M0.85%-2513F-HRTimeline
Sound Income Strategies, LLC3,182$3.39M0.15%+15613F-HRTimeline
Waterloo Capital, L.P.3,179$3.39M0.19%+1,26313F-HRTimeline
Elyxium Wealth, LLC3,174$3.38M0.36%+52113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,172$3.38M0.18%-1413F-HRTimeline
Roxbury Financial LLC3,167$3.37M2.67%-2713F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.3,162$3.37M1.18%-7413F-HRTimeline
Kenora Financial, LLC3,151$3.36M1.04%+813F-HRTimeline
Garrett Wealth Advisory Group, LLC3,145$3.35M0.51%+1513F-HRTimeline
Visionary Wealth Advisors3,139$3.34M0.13%-2713F-HRTimeline
NewSquare Capital LLC3,133$3.34M0.25%+10413F-HRTimeline
SITTNER & NELSON, LLC3,128$3.33M1.05%-4113F-HRTimeline
Keystone Financial Group3,127$3.33M0.2%+4913F-HRTimeline
AA Financial Advisors, LLC3,126$3.33M0.4%-22413F-HRTimeline
Quad-Cities Investment Group, LLC3,126$3.33M1.2%-42313F-HRTimeline
Plancorp, LLC3,570$3.33M0.08%+77713F-HRTimeline
Counterweight Ventures, LLC3,113$3.31M1.65%-24513F-HRTimeline
Fiduciary Alliance LLC3,112$3.31M0.22%-7313F-HRTimeline
OAKWORTH CAPITAL, INC.3,107$3.31M0.16%-39313F-HRTimeline
Stamos Capital Partners, L.P.3,098$3.3M0.51%-1,30413F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…3,093$3.29M0.18%-2813F-HRTimeline
Addison Capital Co3,088$3.29M0.54%-9913F-HRTimeline
O'Domhnaill Enterprises, Inc.3,087$3.29M2.63%-69613F-HRTimeline
InTrack Investment Management Inc3,086$3.29M1.63%-21213F-HRTimeline
ROCKLAND TRUST CO3,080$3.28M0.13%-28313F-HRTimeline
Belpointe Asset Management LLC3,078$3.28M0.11%+49713F-HRTimeline
Brookwood Investment Group LLC3,069$3.27M0.38%+19613F-HRTimeline
Vivid Wealth Management, LLC3,067$3.27M1.15%-86013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,064$3.25M0.33%+2,38413F-HRTimeline
Cannon Advisors, Inc.3,480$3.25M1.98%-4,21213F-HRTimeline
Venturi Wealth Management, LLC3,050$3.25M0.13%+5413F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,048$3.25M1.67%+1,28613F-HRTimeline
Quotient Wealth Partners, LLC3,046$3.24M0.08%+24613F-HRTimeline
Douglas Lane & Associates, LLC3,039$3.24M0.04%+7013F-HRTimeline
Cypress Wealth Services, LLC3,033$3.23M0.4%-3313F-HRTimeline
PDS Planning, Inc3,032$3.23M0.19%+10213F-HRTimeline
Purus Wealth Management, LLC3,027$3.22M0.89%-1113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,018$3.21M0.5%-113F-HRTimeline
ASPIRIANT, LLC3,008$3.2M0.08%+14413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,009$3.2M0.99%-9513F-HRTimelineGroup
Summit Wealth Partners, LLC3,008$3.2M0.46%-1013F-HRTimeline
BIRINYI ASSOCIATES INC3,000$3.19M0.76%013F-HRTimeline
Point Windward Advisors Inc.3,000$3.19M1.41%013F-HRTimeline
First Citizens Financial Corp2,992$3.19M1.33%-67513F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding2,990$3.18M-55Timeline
DARK FOREST CAPITAL MANAGEMENT LP2,980$3.17M0.2%+99713F-HRTimeline
Heartwood Wealth Advisors LLC2,975$3.17M0.25%013F-HRTimeline
Portus Wealth Advisors, LLC2,974$3.17M2.61%-4913F-HRTimeline
Mechanics Financial Corp2,974$3.17M1.13%+7813F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,972$3.16M1.05%-20013F-HRTimeline
United Asset Strategies, Inc.2,971$3.16M0.22%+67613F-HRTimeline
Aureus Asset Management, LLC2,969$3.16M0.19%-1,20913F-HRTimeline
Telos Capital Management, Inc.2,967$3.16M0.28%+1613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,966$3.16M0.18%+20413F-HRTimeline
Ironwood Investment Counsel, LLC2,965$3.16M0.41%013F-HRTimeline
Kennebec Savings Bank2,960$3.15M2.53%-4813F-HRTimeline
Global Financial Private Client, LLC2,959$3.15M0.85%+6413F-HRTimeline
Supplemental Annuity Collective Trust o…2,954$3.15M0.81%-21513F-HRTimeline
AUXIER ASSET MANAGEMENT LLC2,951$3.14M0.42%013F-HRTimeline
Golden State Wealth Management, LLC2,948$3.14M0.29%+313F-HRTimeline
Resonant Capital Advisors, LLC2,943$3.13M0.15%+3613F-HRTimeline
Legacy Financial Advisors, Inc.2,941$3.13M0.38%+14213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,941$3.13M0.3%-2413F-HRTimelineGroup
Hilltop National Bank2,941$3.13M0.67%+6213F-HRTimeline
Ark Wealth Advisors LLC2,936$3.13M2.77%+8513F-HRTimeline
TOWNSQUARE CAPITAL LLC2,936$3.13M0.57%+6813F-HRTimeline
Maridea Wealth Management LLC2,934$3.12M0.34%+2,24313F-HRTimeline
Reynders McVeigh Capital Management, LLC2,930$3.12M0.14%-4013F-HRTimeline
HBW ADVISORY SERVICES LLC2,916$3.11M0.28%-19813F-HRTimeline
Osmosis Investment Management UK Ltd2,911$3.1M0.14%-4,90013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,909$3.1M0.18%-1,19313F-HRTimeline
Harfst & Associates, Inc.2,905$3.09M0.48%013F-HRTimeline
SAX WEALTH ADVISORS, LLC4,364$3.09M0.13%+1,09613F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…2,890$3.08M1.45%-5513F-HRTimeline
US Asset Management LLC2,887$3.07M2.34%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,886$3.07M0.34%+1,54813F-HRTimeline
Marble Harbor Investment Counsel, LLC2,885$3.07M0.31%-18713F-HRTimeline
Klingman & Associates, LLC2,885$3.07M0.13%+8313F-HRTimeline
Nabity-Jensen Investment Management Inc2,884$3.07M1.88%-213F-HRTimeline
Denver PWM, LLC3,584$3.07M1%-13013F-HRTimeline
Cambria Investment Management, L.P.2,880$3.07M0.15%+1,92713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,877$3.06M0.38%+1513F-HRTimeline
Grandview Asset Management LLC2,905$3.06M0.76%+4313F-HRTimeline
HANCOCK WHITNEY CORP2,876$3.06M0.05%-6313F-HRTimeline
AIRE ADVISORS, LLC2,873$3.06M0.5%-513F-HRTimeline
Wealth Management Partners, LLC2,856$3.04M0.72%-15913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,854$3.04M0.18%+4713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,838$3.02M0.5%-15513F-HRTimeline
Bank & Trust Co2,835$3.02M1.91%-40113F-HRTimeline
First County Bank /CT/2,834$3.02M1.42%-8813F-HRTimeline
Probity Advisors, Inc.2,826$3.01M0.43%-4913F-HRTimeline
Compass Ion Advisors, LLC2,821$3M0.26%-113F-HRTimeline
Xcelsior Advisor Partners LLC2,818$3M0.4%+1,43713F-HRTimeline
Paragon Capital Management LLC2,816$3M1.39%013F-HRTimeline
Generali Investments, Management Co LLC2,814$3M0.65%+1,60613F-HRTimeline
GKV Capital Management Co., Inc.2,814$3M0.97%+213F-HRTimeline
Barnes Dennig Private Wealth Management…2,814$3M2.4%-10413F-HRTimeline
EFG International AGin group EFG International AG2,812$2.99M0.05%-42113F-HRTimelineGroup
Van Hulzen Asset Management, LLC2,809$2.99M0.21%+1,29313F-HRTimeline
McAdam, LLC2,807$2.99M0.12%+25413F-HRTimeline
CVA Family Office, LLC2,803$2.98M0.27%+913F-HRTimeline
Legacy Private Trust Co.2,800$2.98M0.17%+54213F-HRTimeline
PEAVINE CAPITAL, LLC2,800$2.98M0.63%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,797$2.98M0.78%-113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,791$2.97M0.02%-1,24213F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC2,790$2.97M0.14%-8413F-HRTimeline
Creekside Partners2,786$2.97M1.07%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,779$2.96M0.08%-14913F-HRTimeline
Gallo Partners, LP2,779$2.96M6.56%-29513F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,771$2.95M0.96%-27913F-HRTimeline
Prosperity Bancshares Inc2,763$2.94M1.92%-613F-HRTimeline
Trace Wealth Advisors, LLC2,757$2.94M1.92%013F-HRTimeline
Cranbrook Wealth Management, LLC2,756$2.93M0.55%-1213F-HRTimeline
CMG Global Holdings, LLC2,742$2.92M1.24%+613F-HRTimeline
Missouri Trust & Investment Co3,579$2.92M0.79%-1513F-HRTimeline
Abacus Planning Group, Inc.2,738$2.92M0.36%-22213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,722$2.9M0.16%+2913F-HRTimeline
Markowski Investments2,722$2.9M0.64%13F-HRTimeline
Proficio Capital Partners LLC2,720$2.9M0.1%+2,00713F-HRTimeline
First Interstate Bank2,716$2.89M0.15%-7413F-HRTimeline
Palumbo Wealth Management LLC2,706$2.88M0.6%+3713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,700$2.88M0.61%-1,20013F-HRTimeline
AssuredPartners Investment Advisors, LLC2,699$2.87M0.28%-2313F-HRTimeline
COFG Advisors, LLC2,693$2.87M0.5%+1,71713F-HRTimeline
Capstone Financial Advisors, Inc.2,693$2.87M0.14%+3013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,683$2.86M0.56%+1913F-HRTimeline
Farmers National Bank2,676$2.85M0.59%-7613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,671$2.84M0.1%+4313F-HRTimeline
LFG Wealth Partners, LLC2,669$2.84M1.33%+21713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,667$2.84M0.38%-17913F-HRTimeline
Tradition Wealth Management, LLC2,665$2.84M0.17%+4713F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,664$2.84M1.07%+14213F-HRTimeline
Washington Trust Advisors, Inc.2,663$2.84M0.21%+1713F-HRTimeline
BANK OF STOCKTON2,658$2.83M0.79%-28713F-HRTimeline
O'Neil Global Advisors, Inc.2,657$2.83M0.63%+2,04113F-HRTimeline
Chesapeake Wealth Management2,656$2.83M0.79%-16613F-HRTimeline
Peregrine Asset Advisers, Inc.2,656$2.83M0.61%-25613F-HRTimeline
Paragon Advisors, LLC2,651$2.82M0.59%-63113F-HRTimeline
Disciplined Investors, L.L.C.2,649$2.82M1.41%-93413F-HRTimeline
Clare Market Investments LLC2,645$2.82M0.51%-6013F-HRTimeline
SOMERVILLE KURT F2,640$2.81M0.67%013F-HRTimeline
Acropolis Investment Management, LLC2,639$2.81M0.11%+4613F-HR/ATimeline
Elevated Private Wealth, LLC2,638$2.81M2.67%13F-HRTimeline
Yoffe Investment Management, LLC2,637$2.81M3.21%013F-HRTimeline
Deane Retirement Strategies, Inc.2,637$2.8M1.19%-4,44113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,628$2.8M0.19%-10313F-HRTimeline
Hudson Canyon Capital Management2,625$2.8M1.5%new13F-HRTimeline
Independence Bank of Kentucky2,623$2.79M0.31%+25113F-HRTimeline
Tudor Financial Inc.2,618$2.79M1.25%-10913F-HR/ATimeline
Lineweaver Wealth Advisors, LLC2,617$2.79M0.33%+5713F-HRTimeline
Ullmann Wealth Partners Group, LLC2,615$2.78M0.25%+5413F-HRTimeline
Eagle Bluffs Wealth Management LLC2,609$2.78M0.93%-3213F-HRTimeline
Ethos Financial Group, LLC2,998$2.77M0.19%-29413F-HRTimeline
Cherokee Insurance Co2,600$2.77M1.07%013F-HRTimeline
Bullock Wealth Management Group2,792$2.77M1.2%-38013F-HRTimeline
VEGA INVESTMENT SOLUTIONS2,591$2.76M0.39%013F-HRTimeline
Bison Wealth, LLC2,841$2.76M0.25%+39113F-HRTimeline
Covenant Asset Management, LLC2,573$2.74M0.49%-12513F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd2,571$2.74M0.92%+84813F-HRTimelineGroup
Platform Technology Partners2,568$2.74M0.45%+4113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,566$2.73M0.27%-7313F-HRTimeline
First Command Advisory Services, Inc.2,565$2.73M0.02%-15013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,563$2.73M1.28%-15113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,562$2.73M-7,768Timeline
ADELL HARRIMAN & CARPENTER INC2,559$2.73M0.14%-39813F-HRTimeline
Pinnacle Wealth Management, LLC2,555$2.72M1.69%-9613F-HRTimeline
Northstar Advisory Group, LLC2,548$2.71M0.84%-1,88013F-HRTimeline
Dana Investment Advisors, Inc.2,546$2.71M0.07%-62813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,541$2.71M0.61%-4613F-HRTimeline