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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Benin Management CORP3,165$1.04M0.3%+6813F-HRTimeline
Fox Hill Wealth Management3,160$1.04M0.62%+1,90713F-HRTimeline
TAURUS ASSET MANAGEMENT, LLC3,158$1.04M0.11%013F-HRTimeline
Rossby Financial, LCC3,397$1.04M0.45%+2,21413F-HRTimeline
EVOKE WEALTH, LLC3,154$1.04M0.03%-8913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,154$1.04M0.47%-11013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,143$1.04M0.04%-82313F-HRTimeline
Schechter Investment Advisors, LLC3,136$1.03M0.09%-1,65313F-HRTimeline
First County Bank /CT/3,111$1.03M0.57%+8613F-HRTimeline
Machina Capital S.A.S.3,104$1.02M0.3%new13F-HRTimeline
Prosperity Consulting Group, LLC3,103$1.02M0.08%-23213F-HRTimeline
Buck Wealth Strategies, LLC3,097$1.02M0.19%+97313F-HRTimeline
Stiles Financial Services Inc3,096$1.02M0.39%+21613F-HRTimeline
Menard Financial Group LLC3,174$1.02M0.67%+3213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,082$1.02M0.11%-2213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,074$1.01M0.01%013F-HRTimelineGroup
Uncommon Cents Investing LLC3,053$1.01M0.3%+4313F-HRTimeline
Sage Mountain Advisors LLC3,052$1.01M0.07%+42113F-HRTimeline
White Lighthouse Investment Management …3,041$1M0.18%+49013F-HRTimeline
Graham Capital Management, L.P.3,032$1000K0.03%new13F-HRTimeline
FORTE CAPITAL LLC /ADV3,026$998K0.12%+1,29213F-HRTimeline
Ironwood Investment Counsel, LLC3,020$996K0.17%+9613F-HRTimeline
Vermillion Wealth Management, Inc.3,020$996K0.29%+813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,020$996K0.03%+6913F-HRTimeline
Apella Capital, LLC3,293$991K0.03%+2,45513F-HRTimeline
Supplemental Annuity Collective Trust o…3,000$989K0.31%013F-HRTimeline
Martel Wealth Advisors LLC3,000$989K0.2%013F-HRTimeline
BIRINYI ASSOCIATES INC3,000$989K0.32%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC2,989$986K0.33%new13F-HRTimeline
Howard Capital Management, LLC2,987$985K0.02%-36913F-HRTimeline
High Net Worth Advisory Group LLC2,976$982K0.28%-16213F-HRTimeline
Brucke Financial, Inc.3,164$979K0.85%+613F-HRTimeline
Aspen Investment Management Inc2,966$978K0.45%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,963$977K0.02%+113F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC2,959$976K0.13%-9613F-HRTimeline
Nabity-Jensen Investment Management Inc2,959$976K0.78%+4113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …2,916$973K0.03%-1,88713F-HR/ATimelineGroup
First Heartland Consultants, Inc.2,944$971K0.1%-31413F-HRTimeline
Lion Street Advisors, LLC2,942$970K0.31%-213F-HRTimeline
Harfst & Associates, Inc.2,941$970K0.22%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,277$969K0.33%-19113F-HRTimeline
Keel Point, LLC2,929$966K0.08%+21813F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,924$964K0.63%+2513F-HR/ATimeline
WEALTH EFFECTS LLC2,922$964K0.4%-3913F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,922$964K0.36%013F-HRTimeline
US Asset Management LLC2,921$963K0.92%-713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,917$962K0.12%-3613F-HRTimeline
Alexis Investment Partners, LLC2,911$960K0.46%-45913F-HRTimeline
GeoWealth Management, LLC2,905$958K0.04%-41813F-HRTimeline
Premier Path Wealth Partners, LLC2,899$956K0.15%-35313F-HRTimeline
ROGCO, LP2,890$953K0.38%-8813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,881$950K0.14%+5613F-HRTimeline
Covenant Asset Management, LLC2,862$944K0.24%-1313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,862$944K0.67%-1,05113F-HRTimeline
Mechanics Financial Corp2,861$944K0.43%013F-HRTimeline
Capstone Financial Advisors, Inc.2,860$943K0.06%+413F-HRTimeline
RFP Financial Group LLC2,859$943K0.38%+213F-HRTimeline
Chancellor Financial Group WB LP2,859$943K0.78%+413F-HRTimeline
Heartwood Wealth Advisors LLC2,854$941K0.11%-5013F-HRTimeline
Compass Ion Advisors, LLC2,854$941K0.11%-10713F-HRTimeline
Tudor Financial Inc.2,853$941K0.57%-2513F-HRTimeline
Kennebec Savings Bank2,852$941K1%+12713F-HRTimeline
DENALI ADVISORS LLC2,835$935K0.11%-1713F-HRTimeline
Ballast, Inc.2,826$932K0.26%-213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,800$924K0.07%+1013F-HRTimeline
PEAVINE CAPITAL, LLC2,800$923K0.24%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,800$923K0.44%-10813F-HRTimeline
Texas Capital Bancshares Inc/TX2,797$922K0.39%-3613F-HRTimeline
Farmers National Bank2,794$921K0.26%-3413F-HRTimeline
Blueshift Asset Management, LLC2,792$921K0.36%+88613F-HRTimeline
HANCOCK WHITNEY CORP2,789$920K0.03%+22113F-HRTimeline
Creekside Partners2,778$916K0.48%+213F-HRTimeline
KLCM Advisors, Inc.2,777$916K0.11%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,769$913K0.65%+15513F-HRTimeline
SITTNER & NELSON, LLC2,766$912K0.39%+113F-HRTimeline
Legacy Wealth Asset Management, LLC2,755$909K0.25%-4713F-HRTimeline
SAXON INTERESTS, INC.2,752$907K0.42%-53913F-HRTimeline
Garrett Wealth Advisory Group, LLC2,751$907K0.2%+1,28113F-HRTimeline
Prosperitas Financial LLC2,751$907K0.47%-5913F-HRTimeline
Trace Wealth Advisors, LLC2,750$907K0.81%013F-HRTimeline
Heartland Bank & Trust Co2,748$906K0.47%-20413F-HRTimeline
Rooted Wealth Advisors, Inc.3,145$906K0.39%+3513F-HRTimeline
Audent Global Asset Management, LLC2,747$906K0.75%+1,26113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,747$906K0.11%+113F-HRTimelineGroup
Tradition Wealth Management, LLC2,739$903K0.08%+4313F-HRTimeline
Key Financial Inc2,738$903K0.2%013F-HRTimeline
HALL LAURIE J TRUSTEE2,733$901K0.32%-4713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,732$901K0.1%-33013F-HRTimeline
Herold Advisors, Inc.2,730$900K0.2%+64913F-HRTimeline
Joel Isaacson & Co., LLC2,729$900K0.04%+113F-HRTimeline
Washington Trust Advisors, Inc.2,726$899K0.08%013F-HRTimeline
Vectors Research Management, LLC2,718$896K0.31%+8013F-HRTimeline
SOMERVILLE KURT F2,715$895K0.16%013F-HRTimeline
CMG Global Holdings, LLC2,911$893K0.58%-5213F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…2,702$891K0.49%-38013F-HRTimeline
WAYCROSS PARTNERS, LLC2,700$890K0.1%013F-HRTimeline
Hickory Point Bank & Trust2,700$890K0.78%+4513F-HRTimeline
Avior Wealth Management, LLC2,699$890K0.03%+1813F-HRTimeline
China Universal Asset Management Co., L…2,683$885K0.08%+28213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,680$884K0.09%-7213F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC2,436$884K0.07%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,672$881K0.11%-8313F-HRTimeline
Capital Planning Advisors, LLC2,668$880K0.14%013F-HRTimeline
Chesapeake Wealth Management2,661$878K0.31%+9413F-HRTimeline
TRUE Private Wealth Advisors2,661$878K0.11%-6613F-HRTimeline
Realta Investment Advisors2,658$877K0.4%+27013F-HRTimeline
Baring Financial LLC2,655$876K0.74%+24913F-HRTimeline
Eagle Bluffs Wealth Management LLC2,652$875K0.46%-4213F-HRTimeline
Generali Investments, Management Co LLC2,650$874K0.25%+22313F-HRTimeline
Gleason Group, Inc.2,649$874K0.16%-40413F-HRTimeline
DMC Group, LLC2,648$873K0.71%-48813F-HRTimeline
Redwood Wealth Management Group, LLC2,644$872K0.44%+2313F-HRTimeline
Ullmann Wealth Partners Group, LLC2,641$871K0.12%013F-HRTimeline
Ted Buchan & Co2,641$871K0.41%-7013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,640$871K0.23%-2213F-HRTimeline
Yoffe Investment Management, LLC2,637$870K1.28%013F-HRTimeline
Orange Investment Advisors, Inc.2,634$869K0.1%-1013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,626$866K0.04%-1713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,621$865K0.08%+1313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,618$863K0.25%+313F-HRTimeline
AVISO WEALTH MANAGEMENT2,616$863K0.46%+57913F-HRTimeline
Palumbo Wealth Management LLC2,615$863K0.29%+6113F-HRTimeline
Kercheville Advisors, LLC2,612$861K0.35%+11213F-HRTimeline
CVA Family Office, LLC2,609$860K0.13%+18013F-HRTimeline
Brookwood Investment Group LLC2,608$860K0.15%13F-HRTimeline
Capital Advantage, Inc.2,371$860K0.16%013F-HRTimeline
Plancorp, LLC2,600$858K0.03%+14513F-HRTimeline
Lineweaver Wealth Advisors, LLC2,583$853K0.15%new13F-HRTimeline
Northstar Group, Inc.2,586$853K0.14%013F-HRTimeline
KKM Financial LLC2,590$850K0.36%-1913F-HRTimeline
Goldstone Financial Group, LLC2,573$848K0.13%+53113F-HRTimeline
Heritage Wealth Advisors2,568$847K0.04%-213F-HRTimeline
Legacy Capital Group California, Inc.2,568$847K0.29%-1,41313F-HRTimeline
ATWOOD & PALMER INC2,565$846K0.06%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,562$845K0.06%+35613F-HRTimeline
RATIONAL ADVISORS, INC.2,557$843K0.09%+88213F-HRTimeline
Diversified Enterprises, LLC2,556$843K0.07%+32513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,847$842K0.01%-713F-HRTimeline
Visionary Wealth Advisors2,552$842K0.05%-6013F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,549$841K0.1%+313F-HRTimeline
Heck Capital Advisors, LLC2,547$840K0.09%013F-HRTimeline
ASPIRIANT, LLC2,545$840K0.03%+7713F-HRTimeline
BOS Asset Management, LLC2,545$839K0.29%-1813F-HRTimeline
PDS Planning, Inc2,543$839K0.07%+17313F-HRTimeline
STABLEFORD CAPITAL II LLC2,837$835K0.35%+36013F-HRTimeline
Beverly Hills Private Wealth, LLC2,531$835K0.17%+8113F-HRTimeline
SMART Wealth LLC2,531$835K0.3%+25713F-HRTimeline
First Command Advisory Services, Inc.2,529$834K0.01%-10213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,524$832K0.06%-3013F-HRTimeline
Prestige Wealth Management Group LLC2,522$832K0.18%+913F-HR/ATimeline
Greenwich Wealth Management LLC2,517$830K0.06%+15113F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…2,525$828K0.85%-45613F-HRTimeline
Rothschild Wealth LLC2,509$827K0.23%+23013F-HRTimeline
L.M. KOHN & COMPANY2,505$826K0.22%-14413F-HRTimeline
Copperwynd Financial, LLC2,504$826K0.23%+46213F-HRTimeline
Wealth Watch Advisors, INC3,692$826K0.67%+1,15313F-HRTimeline
Sippican Capital Advisors2,500$824K0.62%013F-HRTimeline
Disciplined Equity Management, Inc.2,500$824K0.57%-4013F-HRTimeline
Slocum, Gordon & Co LLP2,500$824K0.61%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,500$824K0.74%-14013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,943$824K0.19%+213F-HRTimeline
Talon Private Wealth, LLC2,495$823K0.11%+2,42113F-HRTimeline
PUZO MICHAEL J2,490$821K0.24%-22013F-HRTimeline
Bordeaux Wealth Advisors LLC2,489$821K0.15%+97213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,485$820K0.17%-19,54513F-HRTimeline
Quantbot Technologies LP2,484$819K0.03%-8813F-HRTimeline
Nicholas Wealth, LLC.2,460$811K0.84%-59613F-HR/ATimeline
Seelaus Asset Management LLC2,453$809K0.77%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP2,450$808K0.16%new13F-HRTimeline
Future Fund LLC2,446$807K1.04%new13F-HRTimeline
Tidemark, LLC2,439$804K0.3%+12913F-HRTimeline
Arbor Wealth Advisors LLC2,437$804K0.72%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,434$803K0.02%-1013F-HRTimeline
Elyxium Wealth, LLC2,427$800K0.35%new13F-HRTimeline
Pine Haven Investment Counsel, Inc2,426$800K0.67%-8513F-HRTimeline
Chicago Partners Investment Group LLC2,497$800K0.03%+10813F-HRTimeline
BSW Wealth Partners2,425$800K0.12%-41713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,422$799K0.11%+613F-HRTimeline
Accredited Wealth Management, LLC2,422$799K0.67%013F-HRTimeline
Sompo Asset Management Co., Ltd.2,420$798K0.15%-23013F-HRTimeline
REDW Wealth LLC2,418$797K0.3%+8113F-HRTimeline
Quotient Wealth Partners, LLC2,410$795K0.03%-6313F-HRTimeline
BURNS J W & CO INC/NY2,405$793K0.1%-10013F-HRTimeline
Gryphon Financial Partners LLC2,400$791K0.11%+52413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,396$790K0.19%-12113F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,396$790K0.05%+6713F-HRTimeline
Marcum Wealth, LLC2,392$789K0.07%-19213F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,391$789K0.34%+80013F-HRTimelineGroup
Grandview Asset Management LLC2,387$787K0.3%+17413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,385$787K<0.01%-1,11913F-HRTimelineGroup
FWG Holdings, LLC2,549$783K0.39%-10613F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,222$783K0.41%-16313F-HRTimeline
Fermata Advisors, LLC2,375$783K0.14%+54413F-HRTimeline
111 Capital2,361$779K0.15%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,346$774K0.04%+8513F-HRTimeline
Bison Wealth, LLC2,403$774K0.07%+89113F-HRTimeline
Addison Capital Co2,346$774K0.3%+113F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,345$773K0.23%+6513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,345$773K0.1%-8313F-HRTimeline
180 WEALTH ADVISORS, LLC2,343$773K0.12%-1,46513F-HRTimeline