Skip to content
Disclosery

CAT CATERPILLAR INC

Follow

COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BOSTON FAMILY OFFICE LLC3,244$1.26M0.08%-5813F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,240$1.26M0.85%-2013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC3,230$1.25M0.18%013F-HRTimeline
Prosperity Consulting Group, LLC3,223$1.25M0.09%+12013F-HRTimeline
Stiles Financial Services Inc3,217$1.25M0.43%+12113F-HRTimeline
L2 Asset Management, LLC3,209$1.25M0.2%-76613F-HRTimeline
CAPITAL ADVISORS INC/OK3,209$1.25M0.02%-46613F-HRTimeline
SITTNER & NELSON, LLC3,208$1.25M0.5%+44213F-HRTimeline
Provenance Wealth Advisors, LLC3,196$1.24M0.18%013F-HRTimeline
Abacus Planning Group, Inc.3,194$1.24M0.18%-14913F-HR/ATimeline
Barnes Dennig Private Wealth Management…3,189$1.24M1.48%+1513F-HRTimeline
Herold Advisors, Inc.3,182$1.24M0.26%+45213F-HRTimeline
Ironwood Investment Counsel, LLC3,172$1.23M0.19%+15213F-HRTimeline
Benin Management CORP3,165$1.23M0.32%013F-HRTimeline
Richwood Investment Advisors, LLC3,159$1.23M1.01%-5413F-HRTimeline
Brucke Financial, Inc.3,150$1.22M0.85%-1413F-HRTimeline
Hilltop National Bank3,141$1.22M0.32%13F-HRTimeline
CMG Global Holdings, LLC2,816$1.22M0.64%-9513F-HRTimeline
Ted Buchan & Co3,139$1.22M0.48%+49813F-HRTimeline
Sage Mountain Advisors LLC3,137$1.22M0.08%+8513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,115$1.21M0.04%-2813F-HRTimeline
Root Financial Partners, LLC3,114$1.21M0.12%+1,41313F-HRTimeline
Menard Financial Group LLC3,108$1.21M0.72%-6613F-HRTimeline
PFC CAPITAL GROUP, INC.3,101$1.2M0.56%-53413F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P3,097$1.2M0.03%-2,06013F-HRTimeline
Alexis Investment Partners, LLC3,118$1.2M0.52%+20713F-HRTimeline
Bard Financial Services, Inc.3,090$1.2M0.14%+1,82513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,074$1.19M0.01%013F-HRTimelineGroup
Chesapeake Wealth Management3,073$1.19M0.4%+41213F-HRTimeline
WEALTH EFFECTS LLC3,063$1.19M0.44%+14113F-HRTimeline
Fulton Bank, N.A.3,056$1.19M0.04%-46913F-HRTimeline
Tidemark, LLC3,045$1.18M0.38%+60613F-HRTimeline
Purus Wealth Management, LLC3,039$1.18M0.41%+1,73713F-HR/ATimeline
First Heartland Consultants, Inc.3,037$1.18M0.1%+9313F-HRTimeline
Brookwood Investment Group LLC3,034$1.18M0.19%+42613F-HRTimeline
AA Financial Advisors, LLC3,023$1.17M0.25%-43913F-HRTimeline
Kennebec Savings Bank3,007$1.17M1.14%+15513F-HRTimeline
WRAPMANAGER INC3,000$1.17M0.28%-59013F-HRTimeline
BIRINYI ASSOCIATES INC3,000$1.17M0.34%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP3,000$1.16M0.08%-5,76713F-HRTimelineGroup
Supplemental Annuity Collective Trust o…3,000$1.16M0.33%013F-HRTimeline
Martel Wealth Advisors LLC3,000$1.16M0.22%013F-HRTimeline
Probity Advisors, Inc.2,994$1.16M0.2%-52113F-HRTimeline
Heartwood Wealth Advisors LLC2,975$1.15M0.12%+12113F-HRTimeline
Nabity-Jensen Investment Management Inc2,967$1.15M0.85%+813F-HRTimeline
Kathmere Capital Management, LLC2,964$1.15M0.09%+1,04713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,960$1.15M0.14%+113F-HRTimeline
EntryPoint Capital, LLC2,952$1.15M0.57%new13F-HRTimeline
Harfst & Associates, Inc.2,941$1.14M0.24%013F-HRTimeline
Kenora Financial, LLC2,930$1.14M0.42%+80913F-HRTimeline
Aspen Investment Management Inc2,930$1.14M0.48%-3613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,928$1.14M0.16%-53413F-HRTimeline
High Net Worth Advisory Group LLC2,926$1.14M0.3%-5013F-HRTimeline
First County Bank /CT/2,927$1.14M0.61%-18413F-HRTimeline
Lion Street Advisors, LLC2,921$1.13M0.34%-2113F-HRTimeline
US Asset Management LLC2,921$1.13M0.98%013F-HRTimeline
First Command Advisory Services, Inc.2,916$1.13M0.01%+38713F-HRTimeline
Premier Path Wealth Partners, LLC2,915$1.13M0.16%+1613F-HRTimeline
FWG Holdings, LLC2,608$1.13M0.53%+5913F-HRTimeline
Mechanics Financial Corp2,901$1.13M0.48%+4013F-HRTimeline
Bison Wealth, LLC2,854$1.13M0.09%+45113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,899$1.13M0.08%-34913F-HRTimeline
J. W. Coons Advisors, LLC2,880$1.12M0.25%-50013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,874$1.12M0.46%-28013F-HRTimeline
Cadent Capital Advisors, LLC2,870$1.11M0.36%-36913F-HRTimeline
Compass Ion Advisors, LLC2,867$1.11M0.12%+1313F-HRTimeline
FORTE CAPITAL LLC /ADV2,867$1.11M0.12%-15913F-HRTimeline
Kercheville Advisors, LLC2,865$1.11M0.38%+25313F-HRTimeline
PDS Planning, Inc2,864$1.11M0.08%+32113F-HRTimeline
Chancellor Financial Group WB LP2,864$1.11M0.86%+513F-HRTimeline
RFP Financial Group LLC2,859$1.11M0.46%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,859$1.11M0.02%-10413F-HRTimelineGroup
Diversified Enterprises, LLC2,859$1.11M0.08%+30313F-HRTimeline
Arrowroot Family Office, LLC2,859$1.11M0.5%13F-HRTimeline
Well Done, LLC2,856$1.11M0.21%-7213F-HRTimeline
BURNS J W & CO INC/NY2,855$1.11M0.13%+45013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,852$1.11M0.13%-6513F-HRTimeline
GKV Capital Management Co., Inc.2,850$1.11M0.49%-38013F-HRTimeline
Tudor Financial Inc.2,845$1.1M0.63%-813F-HRTimeline
Chicago Partners Investment Group LLC2,578$1.1M0.03%+8113F-HRTimeline
Visionary Wealth Advisors2,832$1.1M0.06%+28013F-HRTimeline
Garrett Wealth Advisory Group, LLC2,831$1.1M0.23%+8013F-HRTimeline
Quotient Wealth Partners, LLC2,830$1.1M0.03%+42013F-HRTimeline
Ballast, Inc.2,825$1.1M0.29%-113F-HR/ATimeline
SIERRA SUMMIT ADVISORS LLC2,803$1.09M0.19%new13F-HRTimeline
PEAVINE CAPITAL, LLC2,800$1.09M0.25%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC2,799$1.09M0.36%-19013F-HRTimeline
KLCM Advisors, Inc.2,798$1.09M0.12%+2113F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…2,796$1.09M0.68%+9413F-HRTimeline
Texas Capital Bancshares Inc/TX2,795$1.09M0.39%-213F-HRTimeline
Financial Synergies Wealth Advisors, In…2,794$1.08M0.12%new13F-HRTimeline
Plancorp, LLC2,788$1.08M0.04%+18813F-HRTimeline
STABLEFORD CAPITAL II LLC2,492$1.08M0.41%-34513F-HRTimeline
Creekside Partners2,781$1.08M0.51%+313F-HRTimeline
Disciplined Equity Management, Inc.2,780$1.08M0.63%+28013F-HRTimeline
Joel Isaacson & Co., LLC2,776$1.08M0.04%+4713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,775$1.08M0.01%-7213F-HRTimeline
DENALI ADVISORS LLC2,769$1.07M0.11%-6613F-HRTimeline
AVISO WEALTH MANAGEMENT2,769$1.07M0.5%+15313F-HRTimeline
Key Financial Inc2,768$1.07M0.22%+3013F-HRTimeline
Capstone Financial Advisors, Inc.2,764$1.07M0.06%-9613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,752$1.07M0.04%+1,40013F-HRTimelineGroup
Covenant Asset Management, LLC2,750$1.07M0.22%-11213F-HRTimeline
Trace Wealth Advisors, LLC2,750$1.07M0.87%013F-HRTimeline
Heartland Bank & Trust Co2,748$1.07M0.5%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,746$1.07M0.14%-13513F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,746$1.07M0.37%-17613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,745$1.07M0.07%-5513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,737$1.06M0.76%-12513F-HRTimeline
Audent Global Asset Management, LLC2,735$1.06M0.76%-1213F-HRTimeline
Realta Investment Advisors2,728$1.06M0.42%+7013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,725$1.06M0.11%-713F-HRTimeline
Tradition Wealth Management, LLC2,724$1.06M0.08%-1513F-HRTimeline
Baring Financial LLC2,722$1.06M0.79%+6713F-HRTimeline
Legacy Wealth Asset Management, LLC2,715$1.05M0.27%-4013F-HRTimeline
Prosperitas Financial LLC2,706$1.05M0.49%-4513F-HRTimeline
Gryphon Financial Partners LLC2,700$1.05M0.14%+30013F-HRTimeline
Pathway Financial Advisors LLC2,700$1.05M0.15%-82313F-HRTimeline
WAYCROSS PARTNERS, LLC2,700$1.05M0.1%013F-HRTimeline
Hickory Point Bank & Trust2,700$1.05M0.85%013F-HRTimeline
Washington Trust Advisors, Inc.2,696$1.05M0.08%-3013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,692$1.05M0.61%-23213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,684$1.04M0.09%+413F-HR/ATimeline
TRUE Private Wealth Advisors2,678$1.04M0.12%+1713F-HRTimeline
Farmers National Bank2,675$1.04M0.27%-11913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,673$1.04M0.12%+113F-HRTimeline
Redwood Wealth Management Group, LLC2,669$1.04M0.47%+2513F-HRTimeline
Lineweaver Wealth Advisors, LLC2,669$1.04M0.16%+8613F-HRTimeline
Capital Planning Advisors, LLC2,668$1.04M0.15%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,668$1.04M0.13%+24613F-HRTimeline
SOMERVILLE KURT F2,665$1.03M0.17%-5013F-HRTimeline
Vectors Research Management, LLC2,662$1.03M0.35%-5613F-HRTimeline
Gibbs Wealth Management2,662$1.03M0.2%+58513F-HRTimeline
Gleason Group, Inc.2,660$1.03M0.11%+1113F-HRTimeline
HARRIS ASSOCIATES L P2,658$1.03M<0.01%+77813F-HRTimeline
Addison Capital Co2,654$1.03M0.36%+30813F-HRTimeline
KKM Financial LLC2,572$1.03M0.36%-1813F-HRTimeline
Eagle Bluffs Wealth Management LLC2,652$1.03M0.49%013F-HRTimeline
ROGCO, LP2,651$1.03M0.39%-23913F-HRTimeline
Generali Investments, Management Co LLC2,650$1.03M0.23%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,640$1.02M0.25%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,640$1.02M0.83%+14013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,639$1.02M0.12%-213F-HRTimeline
Yoffe Investment Management, LLC2,637$1.02M1.4%013F-HRTimeline
Orange Investment Advisors, Inc.2,634$1.02M0.11%013F-HRTimeline
Wealth Watch Advisors, INC3,837$1.02M0.59%+14513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,626$1.02M0.04%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,625$1.02M0.12%-12213F-HRTimelineGroup
Klingman & Associates, LLC2,622$1.02M0.06%+1,01613F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd2,619$1.02M0.22%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.2,618$1.02M0.27%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,617$1.02M0.06%+5513F-HRTimeline
Palumbo Wealth Management LLC2,617$1.02M0.31%+213F-HRTimeline
Paragon Capital Management LLC2,600$1.01M0.52%new13F-HRTimeline
Catalyst Funds Management Pty Ltd2,600$1.01M0.28%-1,18013F-HRTimeline
AlphaCore Capital LLC2,596$1.01M0.04%+78013F-HRTimeline
Bridgewater Advisors Inc.2,339$1.01M0.08%+9813F-HRTimeline
Heritage Wealth Advisors2,568$997K0.05%013F-HRTimeline
ATWOOD & PALMER INC2,565$996K0.06%013F-HRTimeline
Wayfinding Financial, LLC2,292$994K0.44%-1113F-HRTimeline
DRW Securities, LLC2,585$994K0.07%+1,06913F-HRTimeline
Prestige Wealth Management Group LLC2,556$992K0.2%+3413F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC2,555$992K0.12%+21013F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,552$991K0.12%+313F-HRTimeline
Vermillion Wealth Management, Inc.2,546$989K0.47%-47413F-HRTimeline
Greenwich Wealth Management LLC2,546$988K0.05%+2913F-HRTimeline
White Lighthouse Investment Management …2,541$986K0.16%-50013F-HRTimeline
Nicholas Wealth, LLC.2,541$986K0.87%+8113F-HR/ATimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,272$986K0.36%-2613F-HRTimeline
Rothschild Wealth LLC2,540$986K0.24%+3113F-HRTimeline
CVA Family Office, LLC2,538$985K0.14%-7113F-HRTimeline
Reynders McVeigh Capital Management, LLC2,536$984K0.05%+23913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,534$984K0.28%+26313F-HRTimeline
Talon Private Wealth, LLC2,529$982K0.14%+3413F-HRTimeline
Beverly Hills Private Wealth, LLC2,524$980K0.18%-713F-HRTimeline
ASPIRIANT, LLC2,511$975K0.03%-3413F-HRTimeline
Ethos Financial Group, LLC2,504$972K0.08%-3,02213F-HRTimeline
Sovran Advisors, LLC2,462$971K0.1%+44813F-HRTimeline
Sippican Capital Advisors2,500$971K0.7%013F-HRTimeline
Slocum, Gordon & Co LLP2,500$971K0.78%013F-HRTimeline
Clarus Wealth Advisors2,461$970K0.45%-10013F-HRTimeline
Legacy Capital Group California, Inc.2,499$970K0.27%-6913F-HRTimeline
Bell Bank2,492$967K0.05%+89413F-HRTimeline
BANK OF STOCKTON2,488$966K0.29%+15113F-HRTimeline
Northstar Group, Inc.2,486$965K0.15%-10013F-HRTimeline
CALTON & ASSOCIATES, INC.2,485$965K0.17%new13F-HRTimeline
Elyxium Wealth, LLC2,482$964K0.36%+5513F-HRTimeline
MSH Capital Advisors LLC2,479$962K0.28%+40513F-HRTimeline
Resonant Capital Advisors, LLC2,475$961K0.06%+67013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,469$958K0.09%-15213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,463$956K0.02%-55713F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,462$956K0.06%+6613F-HRTimeline
Bordeaux Wealth Advisors LLC2,456$953K0.12%-3313F-HRTimeline
Seelaus Asset Management LLC2,453$952K0.84%013F-HRTimeline
Sompo Asset Management Co., Ltd.2,450$951K0.17%+3013F-HRTimeline
United Asset Strategies, Inc.2,440$947K0.08%+32313F-HRTimeline
Arbor Wealth Advisors LLC2,437$946K0.77%013F-HRTimeline
BCS Wealth Management2,435$945K0.2%+33913F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,434$945K0.03%013F-HRTimeline
Accredited Wealth Management, LLC2,422$940K0.76%013F-HRTimeline