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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GWN SECURITIES INC.2,856$1.16M0.31%13F-HRTimeline
Provenance Wealth Advisors, LLC3,196$1.16M0.15%013F-HRTimeline
Raleigh Capital Management Inc.3,191$1.16M0.45%-29913F-HRTimeline
Telos Capital Management, Inc.3,171$1.15M0.12%-20013F-HRTimeline
TAURUS ASSET MANAGEMENT, LLC3,158$1.15M0.11%013F-HRTimeline
SignalPoint Asset Management, LLC3,154$1.14M0.28%-313F-HRTimeline
Arrowroot Family Office, LLC3,148$1.14M0.59%new13F-HRTimeline
Well Done, LLC2,915$1.14M0.21%013F-HRTimeline
Menard Financial Group LLC3,142$1.14M0.68%+813F-HRTimeline
High Net Worth Advisory Group LLC3,138$1.14M0.32%-76413F-HRTimeline
DMC Group, LLC3,136$1.14M0.93%-24013F-HRTimeline
Legacy Advisors, LLC3,115$1.13M0.11%013F-HRTimeline
Rooted Wealth Advisors, Inc.3,110$1.13M0.44%-8313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,854$1.13M0.01%-613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,104$1.13M0.11%-12613F-HRTimeline
Benin Management CORP3,097$1.12M0.31%013F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…3,082$1.12M0.65%-85513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,074$1.12M0.01%-92113F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC3,062$1.11M0.13%+51113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,055$1.11M0.15%-10213F-HRTimeline
Nicholas Wealth, LLC.3,056$1.11M0.6%+59213F-HRTimeline
Gleason Group, Inc.3,053$1.11M0.19%-6913F-HRTimeline
Trek Financial, LLC3,044$1.1M0.08%+69513F-HRTimeline
First County Bank /CT/3,025$1.1M0.61%-1,19013F-HRTimeline
Gray Wealth Management Inc.3,024$1.1M0.42%-5713F-HRTimeline
Vermillion Wealth Management, Inc.3,012$1.09M0.56%13F-HRTimeline
Uncommon Cents Investing LLC3,010$1.09M0.33%-6513F-HRTimeline
Wealth Management Partners, LLC3,007$1.09M0.47%-38213F-HRTimeline
Founders Financial Alliance, LLC3,002$1.09M0.3%-3413F-HRTimeline
BIRINYI ASSOCIATES INC3,000$1.09M0.3%013F-HRTimeline
Supplemental Annuity Collective Trust o…3,000$1.09M0.32%013F-HRTimeline
Martel Wealth Advisors LLC3,000$1.09M0.21%new13F-HRTimeline
VAN STRUM & TOWNE INC.2,995$1.09M0.4%+35013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…2,981$1.08M1.06%13F-HRTimeline
Morse Asset Management, Inc2,979$1.08M0.25%013F-HRTimeline
Wealth Quarterback LLC2,978$1.08M0.51%+1813F-HRTimeline
ROGCO, LP2,978$1.08M0.44%-7913F-HRTimeline
CAPITAL ADVISORS INC/OK2,973$1.08M0.02%+6513F-HRTimeline
Aspen Investment Management Inc2,966$1.08M0.5%-11013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,962$1.07M0.02%+1913F-HRTimelineGroup
WEALTH EFFECTS LLC2,961$1.07M0.38%+26513F-HRTimeline
Compass Ion Advisors, LLC2,961$1.07M0.13%-2813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,960$1.07M0.03%+1,50413F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC2,953$1.07M0.12%013F-HRTimeline
Heartland Bank & Trust Co2,952$1.07M0.58%+20713F-HRTimeline
Regal Investment Advisors LLC2,952$1.07M0.08%-18913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,951$1.07M0.03%-5213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,941$1.07M0.22%+213F-HRTimeline
RDA Financial Network2,947$1.07M0.31%+15813F-HRTimeline
Lion Street Advisors, LLC2,944$1.07M0.34%-5113F-HRTimeline
Harfst & Associates, Inc.2,941$1.07M0.22%013F-HRTimeline
RiverFront Investment Group, LLC2,929$1.06M0.02%-31213F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…2,928$1.06M0.65%13F-HRTimelineGroup
US Asset Management LLC2,928$1.06M0.95%-8313F-HRTimeline
Ironwood Investment Counsel, LLC2,924$1.06M0.18%+4413F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,922$1.06M0.4%+39713F-HRTimeline
Nabity-Jensen Investment Management Inc2,918$1.06M0.8%+5913F-HRTimeline
Linscomb Wealth, Inc.2,913$1.06M0.05%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,910$1.06M0.07%013F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.2,908$1.05M0.49%-1013F-HRTimeline
Heartwood Wealth Advisors LLC2,904$1.05M0.12%013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,899$1.05M0.65%+13713F-HRTimeline
Abacus Planning Group, Inc.2,897$1.05M0.18%+2813F-HRTimeline
Financial Engines Advisors L.L.C.2,884$1.05M<0.01%+1,88813F-HRTimeline
Stiles Financial Services Inc2,880$1.04M0.38%+14413F-HRTimeline
Tudor Financial Inc.2,878$1.04M0.61%+69413F-HRTimeline
Covenant Asset Management, LLC2,875$1.04M0.23%-2113F-HRTimeline
Brooklyn Investment Group2,872$1.04M0.31%+8713F-HRTimeline
Mechanics Financial Corp2,861$1.04M0.47%-17013F-HRTimeline
RFP Financial Group LLC2,857$1.04M0.4%-2,85713F-HRTimeline
Capstone Financial Advisors, Inc.2,856$1.04M0.06%-10913F-HRTimeline
Chancellor Financial Group WB LP2,855$1.04M0.83%13F-HRTimeline
DENALI ADVISORS LLC2,852$1.03M0.11%-6113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,852$1.03M0.25%+2313F-HRTimeline
BSW Wealth Partners2,842$1.03M0.15%+81313F-HRTimeline
Texas Capital Bancshares Inc/TX2,833$1.03M0.41%013F-HRTimeline
Farmers National Bank2,828$1.03M0.3%13F-HRTimeline
Ballast, Inc.2,828$1.03M0.29%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,825$1.02M0.15%-61513F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,816$1.02M0.08%+79613F-HRTimeline
Prosperitas Financial LLC2,810$1.02M0.52%-113F-HRTimeline
Legacy Wealth Asset Management, LLC2,802$1.02M0.28%-13813F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,662$1.02M0.25%-9513F-HRTimeline
PEAVINE CAPITAL, LLC2,800$1.02M0.26%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,790$1.01M0.08%+913F-HRTimeline
HALL LAURIE J TRUSTEE2,780$1.01M0.33%-50013F-HRTimeline
KLCM Advisors, Inc.2,777$1.01M0.12%-36713F-HRTimeline
Creekside Partners2,776$1.01M0.52%+213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,769$1M0.05%+1,11413F-HRTimelineGroup
SITTNER & NELSON, LLC2,765$1M0.43%+213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,760$1M<0.01%-59,33613F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,755$1000K0.12%-6313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,752$998K0.1%-413F-HR/ATimeline
Trace Wealth Advisors, LLC2,750$998K0.89%13F-HRTimeline
Clarus Wealth Advisors2,751$997K0.5%-27113F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA2,747$997K0.14%13F-HRTimelineGroup
Key Financial Inc2,738$993K0.23%-1613F-HRTimeline
Edgestream Partners, L.P.2,732$991K0.04%-1,48413F-HRTimeline
Joel Isaacson & Co., LLC2,728$990K0.04%+113F-HRTimeline
TRUE Private Wealth Advisors2,727$989K0.12%+313F-HRTimeline
Washington Trust Advisors, Inc.2,726$989K0.08%-4513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,746$988K0.08%new13F-HRTimelineGroup
Kennebec Savings Bank2,725$988K0.99%-8813F-HRTimeline
SOMERVILLE KURT F2,715$985K0.17%013F-HRTimeline
Cadent Capital Advisors, LLC2,715$985K0.34%-3313F-HRTimeline
Ted Buchan & Co2,711$983K0.46%+18413F-HRTimeline
Keel Point, LLC2,711$983K0.08%+9513F-HRTimeline
PUZO MICHAEL J2,710$983K0.27%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,709$983K0.1%-37113F-HRTimeline
Peoples Bank/KS2,708$982K0.68%+1,20013F-HRTimeline
Catalina Capital Group, LLC2,702$980K0.32%+1113F-HRTimeline
BALLAST ADVISORS LLC2,701$980K0.3%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,701$980K0.01%+59613F-HRTimelineGroup
WESCAP Management Group, Inc.2,700$979K0.24%+1,10013F-HRTimeline
WAYCROSS PARTNERS, LLC2,700$979K0.13%013F-HRTimeline
Tradition Wealth Management, LLC2,696$978K0.09%+21813F-HRTimeline
Eagle Bluffs Wealth Management LLC2,694$977K0.52%013F-HRTimeline
Carnegie Investment Counsel2,689$975K0.03%+1213F-HRTimeline
Avior Wealth Management, LLC2,681$973K0.04%-11113F-HRTimeline
Richwood Investment Advisors, LLC2,670$969K0.81%+18513F-HRTimeline
Capital Planning Advisors, LLC2,668$968K0.15%+213F-HRTimeline
Hickory Point Bank & Trust2,655$963K0.85%13F-HRTimeline
Sompo Asset Management Co., Ltd.2,650$961K0.16%013F-HRTimeline
L.M. KOHN & COMPANY2,649$961K0.25%-713F-HRTimeline
FWG Holdings, LLC2,655$960K0.46%+21913F-HRTimeline
Orange Investment Advisors, Inc.2,644$959K0.11%+3513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,643$959K0.04%013F-HRTimeline
Miller Financial Services LLC2,642$958K0.81%13F-HRTimeline
Ullmann Wealth Partners Group, LLC2,641$958K0.12%+64813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,640$958K0.74%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,594$957K0.37%13F-HRTimeline
Vectors Research Management, LLC2,638$957K0.33%-33113F-HRTimeline
Yoffe Investment Management, LLC2,637$957K1.42%13F-HR/ATimeline
First Command Advisory Services, Inc.2,631$954K0.01%-11813F-HRTimeline
Sage Mountain Advisors LLC2,631$954K0.07%+21113F-HRTimeline
Redwood Wealth Management Group, LLC2,621$951K0.46%-1913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,615$949K0.28%+12513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,614$948K0.7%-1,66113F-HRTimeline
Visionary Wealth Advisors2,612$948K0.06%-8213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,608$946K0.09%+113F-HRTimeline
KKM Financial LLC2,609$946K0.39%+72613F-HRTimeline
Quadrant Private Wealth Management, LLC2,602$944K0.23%+1713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding2,600$943K-14,193Timeline
Northstar Group, Inc.2,586$938K0.16%013F-HRTimeline
Westmount Partners, LLC2,585$938K0.28%+413F-HRTimeline
Marcum Wealth, LLC2,584$937K0.08%-6513F-HRTimeline
WealthTrust Asset Management, LLC2,581$936K0.67%-11713F-HRTimeline
Quantbot Technologies LP2,572$933K0.03%new13F-HRTimeline
Heritage Wealth Advisors2,570$932K0.05%+213F-HRTimeline
HANCOCK WHITNEY CORP2,568$932K0.03%-4513F-HRTimeline
Chesapeake Wealth Management2,567$931K0.32%+8713F-HRTimeline
ATWOOD & PALMER INC2,565$930K0.06%-77513F-HRTimeline
BOS Asset Management, LLC2,563$930K0.33%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,554$926K0.07%+59013F-HRTimeline
Palumbo Wealth Management LLC2,554$926K0.35%-313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,552$926K0.1%+52713F-HRTimeline
White Lighthouse Investment Management …2,551$925K0.16%-2013F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,546$924K0.11%+213F-HRTimeline
Heck Capital Advisors, LLC2,547$924K0.11%+113F-HR/ATimeline
ARGUS INVESTORS' COUNSEL, INC.2,545$923K0.62%-60013F-HRTimeline
Disciplined Equity Management, Inc.2,540$921K0.6%013F-HRTimeline
Veracity Capital LLC2,536$920K0.33%+10913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,535$920K0.36%013F-HRTimeline
Wealth Watch Advisors, INC2,539$918K0.57%13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,517$913K0.25%-33113F-HRTimeline
Prestige Wealth Management Group LLC2,513$912K0.19%+8813F-HR/ATimeline
Pine Haven Investment Counsel, Inc2,511$911K0.75%-13013F-HRTimeline
BURNS J W & CO INC/NY2,505$909K0.12%013F-HRTimeline
Hilltop National Bank2,502$908K0.27%-14413F-HRTimeline
MONETTA FINANCIAL SERVICES INC2,500$907K0.73%013F-HRTimeline
Sippican Capital Advisors2,500$907K0.66%013F-HRTimeline
Kercheville Advisors, LLC2,500$907K0.35%013F-HRTimeline
Slocum, Gordon & Co LLP2,500$907K0.75%+2,00013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,499$907K0.03%-48513F-HRTimelineGroup
Measured Wealth Private Client Group, L…2,492$904K0.29%-2013F-HRTimeline
STABLEFORD CAPITAL II LLC2,477$899K0.36%-4413F-HRTimeline
Quotient Wealth Partners, LLC2,473$897K0.03%+36313F-HRTimeline
PSI Advisors, LLC2,473$897K0.27%+13613F-HRTimeline
ASPIRIANT, LLC2,468$895K0.03%-5213F-HRTimeline
Plancorp, LLC2,455$891K0.04%+51213F-HRTimeline
Seelaus Asset Management LLC2,453$890K0.81%013F-HRTimeline
Beverly Hills Private Wealth, LLC2,450$889K0.18%+1013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,444$887K0.02%+1013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,437$884K0.02%-76313F-HRTimelineGroup
Arbor Wealth Advisors LLC2,437$884K0.79%+10013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,436$884K0.07%013F-HRTimeline
CVA Family Office, LLC2,429$881K0.14%+5713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,428$881K0.13%+72613F-HRTimeline
Generali Investments, Management Co LLC2,427$880K0.23%13F-HRTimeline
Accredited Wealth Management, LLC2,422$879K0.77%13F-HRTimeline
Curated Wealth Partners LLC2,418$877K0.1%-37913F-HRTimeline
CAMDEN NATIONAL BANK2,416$876K0.13%+87013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAHILL FINANCIAL ADVISORS INC2,416$876K0.12%-15013F-HRTimeline
Baring Financial LLC2,406$873K0.78%13F-HRTimeline
China Universal Asset Management Co., L…2,401$871K0.08%+64413F-HRTimeline
Realta Investment Advisors2,388$869K0.36%-4113F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,385$865K0.43%013F-HRTimeline
Chicago Partners Investment Group LLC2,389$863K0.03%+27613F-HRTimeline
Mechanics Bank Trust Department2,373$861K0.11%+8113F-HRTimeline
Capital Advantage, Inc.2,371$860K0.16%new13F-HRTimeline