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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers
3,102
13F filers
3,151
New
266
Added
1,149
Reduced
1,200
Sold out
121
Shares held by filers
333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ALLEN WEALTH MANAGEMENT, LLC3,171$1.51M1.03%-51013F-HRTimeline
Benin Management CORP3,165$1.51M0.36%013F-HRTimeline
Portfolio Design Labs, LLC3,163$1.51M0.26%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,159$1.51M0.1%+2,12313F-HRTimeline
Menard Financial Group LLC3,152$1.5M1.01%+4413F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,138$1.5M0.9%-10213F-HRTimeline
Berger Financial Group, Inc3,135$1.5M0.09%-14613F-HRTimeline
Avestar Capital, LLC3,134$1.5M0.11%-23913F-HRTimeline
Golden State Wealth Management, LLC3,133$1.5M0.17%-17413F-HRTimeline
Chesapeake Wealth Management3,133$1.49M0.46%+6013F-HRTimeline
Premier Path Wealth Partners, LLC3,115$1.49M0.19%+20013F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding3,111$1.48M+1,922Timeline
CMG Global Holdings, LLC2,774$1.48M0.72%-4213F-HRTimeline
Tidemark, LLC3,086$1.47M0.43%+4113F-HRTimeline
Main Street Research LLC3,081$1.47M0.08%+1,15513F-HRTimeline
Trivium Point Advisory, LLC3,080$1.47M0.15%+1,15413F-HRTimeline
Heck Capital Advisors, LLC3,075$1.47M0.11%-65913F-HRTimeline
First Interstate Bank3,060$1.46M0.08%+2,10013F-HRTimeline
Realta Investment Advisors3,054$1.46M0.49%+32613F-HRTimeline
HANCOCK WHITNEY CORP3,050$1.46M0.03%-19913F-HRTimeline
Ironwood Investment Counsel, LLC3,036$1.45M0.21%-13613F-HRTimeline
WEALTH EFFECTS LLC3,032$1.45M0.47%-3113F-HRTimeline
Barnes Dennig Private Wealth Management…3,024$1.44M1.55%-16513F-HRTimeline
Bard Financial Services, Inc.3,015$1.44M0.16%-7513F-HRTimeline
Kennebec Savings Bank3,013$1.44M1.31%+613F-HRTimeline
Purus Wealth Management, LLC3,002$1.43M0.46%-3713F-HRTimeline
Supplemental Annuity Collective Trust o…3,000$1.43M0.38%013F-HRTimeline
Martel Wealth Advisors LLC3,000$1.43M0.25%013F-HRTimeline
BIRINYI ASSOCIATES INC3,000$1.43M0.37%013F-HRTimeline
Grandview Asset Management LLC2,995$1.43M0.4%+63013F-HRTimeline
GROUP ONE TRADING LLC2,986$1.42M0.04%new13F-HRTimeline
Heartwood Wealth Advisors LLC2,975$1.42M0.13%013F-HRTimeline
Hilltop National Bank2,973$1.42M0.35%-16813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,971$1.42M0.09%+7213F-HRTimeline
Nabity-Jensen Investment Management Inc2,967$1.42M0.98%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,960$1.41M0.12%+23513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,959$1.41M0.14%-113F-HRTimeline
Harfst & Associates, Inc.2,941$1.4M0.26%013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,934$1.4M0.56%-49513F-HRTimeline
Kenora Financial, LLC2,931$1.4M0.47%+113F-HRTimeline
First County Bank /CT/2,930$1.4M0.71%+313F-HRTimeline
Aspen Investment Management Inc2,930$1.4M0.54%013F-HRTimeline
US Asset Management LLC2,921$1.39M1.15%013F-HRTimeline
PDS Planning, Inc2,911$1.39M0.1%+4713F-HRTimeline
High Net Worth Advisory Group LLC2,902$1.39M0.33%-2413F-HRTimeline
Diversified Enterprises, LLC2,903$1.38M0.09%+4413F-HRTimeline
Mechanics Financial Corp2,896$1.38M0.52%-513F-HRTimeline
Compass Ion Advisors, LLC2,880$1.37M0.13%+1313F-HRTimeline
Herold Advisors, Inc.2,876$1.37M0.32%-30613F-HRTimeline
Chancellor Financial Group WB LP2,868$1.37M0.97%+413F-HRTimeline
Kercheville Advisors, LLC2,865$1.37M0.41%013F-HRTimeline
AIRE ADVISORS, LLC2,864$1.37M0.25%-6,17813F-HRTimeline
SIERRA SUMMIT ADVISORS LLC2,863$1.37M0.21%+6013F-HRTimeline
BANK OF STOCKTON2,863$1.37M0.39%+37513F-HRTimeline
BURNS J W & CO INC/NY2,855$1.36M0.15%013F-HRTimeline
First Command Advisory Services, Inc.2,853$1.36M0.01%-6313F-HRTimeline
Bridgewater Advisors Inc.2,388$1.36M0.09%+4913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,850$1.36M0.03%-913F-HRTimelineGroup
Probity Advisors, Inc.2,849$1.36M0.22%-14513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,846$1.36M0.17%-613F-HRTimeline
AlphaCore Capital LLC2,844$1.36M0.05%+24813F-HRTimeline
GKV Capital Management Co., Inc.2,840$1.36M0.54%-1013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation2,816$1.35M0.02%-45013F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC2,832$1.35M0.26%+113F-HRTimeline
AVISO WEALTH MANAGEMENT2,831$1.35M0.59%+6213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,829$1.35M0.25%+88813F-HRTimeline
Ballast, Inc.2,825$1.35M0.33%013F-HRTimeline
Farmers National Bank2,824$1.35M0.32%+14913F-HRTimeline
KLCM Advisors, Inc.2,816$1.34M0.13%+1813F-HRTimeline
Gryphon Financial Partners LLC2,816$1.34M0.15%+11613F-HRTimeline
GSA CAPITAL PARTNERS LLP2,814$1.34M0.11%-1,77613F-HRTimeline
Financial Synergies Wealth Advisors, In…2,810$1.34M0.14%+1613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,809$1.34M0.51%-6513F-HRTimeline
Capstone Financial Advisors, Inc.2,801$1.34M0.07%+3713F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda2,800$1.34M0.11%new13F-HRTimelineGroup
PEAVINE CAPITAL, LLC2,800$1.34M0.28%013F-HRTimeline
Tudor Financial Inc.2,796$1.33M0.71%-4913F-HRTimeline
Belpointe Asset Management LLC2,794$1.33M0.05%+37813F-HRTimeline
Creekside Partners2,783$1.33M0.59%+213F-HRTimeline
Nicholas Wealth, LLC.2,783$1.33M0.97%+24213F-HR/ATimeline
Well Done, LLC2,783$1.33M0.23%-7313F-HRTimeline
Disciplined Equity Management, Inc.2,780$1.33M0.72%013F-HRTimeline
Washington Trust Advisors, Inc.2,780$1.33M0.1%+8413F-HRTimeline
Lineweaver Wealth Advisors, LLC2,777$1.33M0.19%+10813F-HRTimeline
Plancorp, LLC2,762$1.32M0.04%-2613F-HRTimeline
Quotient Wealth Partners, LLC2,756$1.31M0.04%-7413F-HRTimeline
Clarius Group, LLC2,755$1.31M0.08%-2,74613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,750$1.31M0.09%+513F-HRTimeline
Trace Wealth Advisors, LLC2,750$1.31M0.98%013F-HRTimeline
Baring Financial LLC2,741$1.31M0.89%+1913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,738$1.31M0.1%+5413F-HR/ATimeline
von Borstel & Associates, Inc.2,284$1.3M0.2%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,720$1.3M0.2%-1,19013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,715$1.3M0.15%-3113F-HRTimeline
Prosperitas Financial LLC2,708$1.29M0.54%+213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,704$1.29M0.24%+62313F-HRTimeline
Covenant Asset Management, LLC2,704$1.29M0.24%-4613F-HRTimeline
Pathway Financial Advisors LLC2,700$1.29M0.17%013F-HRTimeline
Legacy Financial Advisors, Inc.2,700$1.29M0.18%+46113F-HRTimeline
WAYCROSS PARTNERS, LLC2,700$1.29M0.11%013F-HRTimeline
Hickory Point Bank & Trust2,695$1.29M0.96%-513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,693$1.29M0.15%-23513F-HRTimeline
Arrowroot Family Office, LLC2,691$1.28M0.51%-16813F-HRTimeline
SAX WEALTH ADVISORS, LLC2,689$1.28M0.07%+7213F-HRTimeline
Key Financial Inc2,668$1.28M0.24%-10013F-HRTimeline
Legacy Wealth Asset Management, LLC2,685$1.28M0.31%-3013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,674$1.28M0.14%+113F-HRTimeline
CENTAURUS FINANCIAL, INC.2,670$1.27M0.06%-1,03513F-HRTimeline
Klingman & Associates, LLC2,660$1.27M0.06%+3813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,430$1.26M0.01%-34513F-HRTimeline
Generali Investments, Management Co LLC2,650$1.26M0.26%013F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…2,647$1.26M0.69%new13F-HRTimelineGroup
SOMERVILLE KURT F2,640$1.26M0.21%-2513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,640$1.26M0.91%013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,639$1.26M0.14%013F-HRTimeline
Yoffe Investment Management, LLC2,637$1.26M1.64%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,632$1.26M0.29%-813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,631$1.25M0.04%+1,07213F-HRTimelineGroup
Orange Investment Advisors, Inc.2,629$1.25M0.13%-513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,626$1.25M0.05%013F-HRTimeline
Eagle Bluffs Wealth Management LLC2,617$1.25M0.54%-3513F-HRTimeline
Continuum Advisory, LLC2,607$1.24M0.13%+88413F-HRTimeline
Paragon Capital Management LLC2,600$1.24M0.6%013F-HRTimeline
Rothschild Wealth LLC2,593$1.24M0.27%+5313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,584$1.23M<0.01%+21213F-HRTimelineGroup
Palumbo Wealth Management LLC2,665$1.23M0.39%+4813F-HRTimeline
Addison Capital Co2,580$1.23M0.36%-7413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,573$1.23M0.32%-4513F-HRTimeline
Heritage Wealth Advisors2,568$1.23M0.05%013F-HRTimeline
Capital Planning Advisors, LLC2,568$1.23M0.17%-10013F-HRTimeline
Prestige Wealth Management Group LLC2,567$1.22M0.24%+1113F-HR/ATimeline
ATWOOD & PALMER INC2,565$1.22M0.07%013F-HRTimeline
Global Financial Private Client, LLC2,562$1.22M0.44%+1,80913F-HRTimeline
Gleason Group, Inc.2,562$1.22M0.12%-9813F-HRTimeline
Resonant Capital Advisors, LLC2,561$1.22M0.07%+8613F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,554$1.22M0.14%+213F-HRTimeline
CVA Family Office, LLC2,551$1.22M0.16%+1313F-HRTimeline
Tradition Wealth Management, LLC2,543$1.21M0.09%-18113F-HRTimeline
Vermillion Wealth Management, Inc.2,539$1.21M0.33%-713F-HRTimeline
ROGCO, LP2,537$1.21M0.43%-11413F-HRTimeline
O'Brien Wealth Partners LLC2,535$1.21M0.16%new13F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,531$1.21M0.67%-16113F-HRTimeline
Shoker Investment Counsel, Inc.2,522$1.2M0.36%+45913F-HRTimeline
Legacy Capital Group California, Inc.2,512$1.2M0.31%+1313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,511$1.2M0.07%+1,04413F-HRTimelineGroup
Wealth Watch Advisors, INC2,507$1.2M0.49%-1,33013F-HRTimeline
Elyxium Wealth, LLC2,507$1.2M0.42%+2513F-HRTimeline
Sippican Capital Advisors2,500$1.19M0.79%013F-HRTimeline
Slocum, Gordon & Co LLP2,500$1.19M0.95%013F-HRTimeline
BSW Wealth Partners2,500$1.19M0.15%+8613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,495$1.19M0.14%-6013F-HRTimeline
Northstar Group, Inc.2,486$1.19M0.17%013F-HRTimeline
MSH Capital Advisors LLC2,484$1.19M0.32%+513F-HRTimeline
INTRUST BANK NA2,476$1.18M0.1%+41713F-HRTimeline
ASPIRIANT, LLC2,476$1.18M0.04%-3513F-HRTimeline
Addison Advisors LLC2,473$1.18M0.27%+8213F-HRTimeline
White Lighthouse Investment Management …2,471$1.18M0.18%-7013F-HRTimeline
Reynders McVeigh Capital Management, LLC2,466$1.18M0.06%-7013F-HRTimeline
United Asset Strategies, Inc.2,466$1.18M0.09%+2613F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,462$1.17M0.07%013F-HRTimeline
Seelaus Asset Management LLC2,458$1.17M0.93%+513F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC2,457$1.17M0.03%-613F-HRTimeline
Lincoln Capital LLC2,355$1.17M0.22%+2113F-HRTimeline
Greenwich Wealth Management LLC2,456$1.17M0.06%-9013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,450$1.17M0.46%+58113F-HRTimeline
Sompo Asset Management Co., Ltd.2,450$1.17M0.2%013F-HRTimeline
Fiduciary Group, LLC2,450$1.17M0.1%+17713F-HRTimeline
Keystone Financial Group2,447$1.17M0.09%+1,60113F-HR/ATimeline
Arbor Wealth Advisors LLC2,437$1.16M0.87%013F-HRTimeline
Clarus Wealth Advisors2,335$1.16M0.51%-12613F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,434$1.16M0.03%013F-HRTimeline
WRAPMANAGER INC2,432$1.16M0.36%-56813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,201$1.16M0.39%-7113F-HRTimeline
KKM Financial LLC2,422$1.16M0.36%-15013F-HRTimeline
REDW Wealth LLC2,418$1.15M0.44%013F-HRTimeline
Bell Bank2,415$1.15M0.05%-7713F-HRTimeline
Retirement Planning Co of New England, …2,411$1.15M0.46%+7313F-HRTimeline
HARRIS ASSOCIATES L P2,408$1.15M<0.01%-25013F-HRTimeline
Accredited Wealth Management, LLC329$1.15M0.86%-2,09313F-HRTimeline
Catalyst Funds Management Pty Ltd2,400$1.15M0.17%-20013F-HRTimeline
First Financial Bankshares Inc2,399$1.14M0.02%+30813F-HRTimeline
Meridian Wealth Advisors, LLC2,398$1.14M0.16%+1,33513F-HRTimeline
SAXON INTERESTS, INC.2,725$1.14M0.45%-2713F-HRTimeline
CFS Investment Advisory Services, LLC2,184$1.14M0.08%+7413F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,391$1.14M0.35%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC2,390$1.14M0.13%-27813F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…2,388$1.14M0.01%-1,26213F-HR/ATimelineGroup
TRUE Private Wealth Advisors2,369$1.13M0.12%-30913F-HRTimeline
Pine Haven Investment Counsel, Inc2,367$1.13M0.82%-5013F-HRTimeline
West Family Investments, Inc.2,365$1.13M0.25%+20313F-HRTimeline
Signal Advisors Wealth, LLC2,364$1.13M0.1%+1,02013F-HRTimeline
AMERIFLEX GROUP, INC.2,362$1.13M0.42%+75613F-HRTimeline
WFA of San Diego, LLC2,361$1.13M0.77%013F-HRTimeline
Cove Private Wealth, LLC2,359$1.13M0.36%013F-HRTimeline
Buck Wealth Strategies, LLC2,354$1.12M0.15%+99013F-HRTimeline
E&G Advisors, LLC2,344$1.12M0.26%+213F-HRTimeline
One Capital Management, LLC2,321$1.11M0.04%+7513F-HRTimeline
YANKCOM Partnership2,320$1.11M0.5%+5913F-HRTimeline
SJS Investment Consulting Inc.2,319$1.11M0.15%+98013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,317$1.11M0.08%-6713F-HRTimeline