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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,176$1.97M0.02%-87213F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.3,428$1.96M0.69%-21113F-HRTimeline
Braeburn Wealth Management LLC3,425$1.96M1%13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.3,415$1.96M0.77%-8013F-HRTimeline
Churchill Financial Advisors, LLC3,413$1.96M0.6%13F-HRTimeline
Lantern Wealth Advisors, LLC3,408$1.95M1.04%+6913F-HRTimeline
Quintet Private Bank (Europe) S.A.3,408$1.95M0.11%-2813F-HRTimeline
Uncommon Cents Investing LLC3,406$1.95M0.47%-3013F-HRTimeline
Genus Capital Management Inc.3,400$1.95M0.23%new13F-HRTimeline
Venturi Wealth Management, LLC3,398$1.95M0.09%+7213F-HRTimeline
Sound Income Strategies, LLC2,991$1.94M0.09%+84913F-HRTimeline
Pinnacle Wealth Management, LLC3,375$1.93M1.3%new13F-HRTimeline
Belpointe Asset Management LLC3,369$1.93M0.07%+57513F-HRTimeline
Montecito Bank & Trust3,362$1.93M0.31%+1713F-HRTimeline
MSH Capital Advisors LLC3,357$1.92M0.41%+87313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,350$1.92M0.18%-2,08013F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC3,347$1.92M0.2%013F-HRTimeline
Platt Wealth Management LLC3,347$1.92M1.9%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,345$1.92M0.16%-40613F-HRTimelineGroup
Capital Markets Trading UK LLP3,338$1.91M2.31%-76413F-HR/ATimeline
Bullock Wealth Management Group3,337$1.91M0.94%-3613F-HRTimeline
Premier Path Wealth Partners, LLC3,332$1.91M0.25%+21713F-HRTimeline
Dana Investment Advisors, Inc.3,328$1.91M0.06%-79313F-HRTimeline
CMG Global Holdings, LLC2,755$1.91M0.85%-1913F-HRTimeline
AA Financial Advisors, LLC3,324$1.9M0.35%+4613F-HRTimeline
PFC CAPITAL GROUP, INC.3,317$1.9M0.78%+1613F-HRTimeline
SVB WEALTH LLC3,312$1.9M0.11%-613F-HRTimeline
Gryphon Financial Partners LLC3,296$1.89M0.2%+48013F-HRTimeline
Providence Financial Advisors, LLC3,272$1.87M1.87%013F-HRTimeline
Kercheville Advisors, LLC2,875$1.86M0.49%+1013F-HRTimeline
Point Windward Advisors Inc.3,250$1.86M0.89%013F-HRTimeline
Cherokee Insurance Co3,250$1.86M0.75%013F-HRTimeline
Abacus Planning Group, Inc.3,247$1.86M0.25%+3313F-HRTimeline
MBL Wealth, LLC3,245$1.86M0.15%+1013F-HRTimeline
Mendel Money Management3,244$1.86M0.78%-5513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,237$1.85M0.15%-1013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.3,236$1.85M0.67%-413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,227$1.85M0.21%+73213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,222$1.85M0.1%-45013F-HRTimeline
Trivium Point Advisory, LLC3,220$1.84M0.19%+14013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,216$1.84M0.3%+38713F-HRTimeline
New Republic Capital, LLC3,216$1.84M0.49%+1,67113F-HRTimeline
Sovran Advisors, LLC2,845$1.84M0.16%+7713F-HRTimeline
Root Financial Partners, LLC3,209$1.84M0.09%-37313F-HRTimeline
Roxbury Financial LLC3,204$1.84M1.65%-613F-HRTimeline
Portfolio Design Labs, LLC3,185$1.82M0.3%+2213F-HRTimeline
Visionary Wealth Advisors3,185$1.82M0.08%-213F-HRTimeline
Ethos Financial Group, LLC3,180$1.82M0.13%-43413F-HRTimeline
Avestar Capital, LLC3,179$1.82M0.13%+4513F-HRTimeline
Corundum Group, Inc.3,178$1.82M0.61%-13413F-HRTimeline
Continuum Advisory, LLC3,178$1.82M0.18%+57113F-HRTimeline
Menard Financial Group LLC3,178$1.82M1.25%+2613F-HRTimeline
Stiles Financial Services Inc3,175$1.82M0.56%-20413F-HRTimeline
GC Wealth Management RIA, LLC3,174$1.82M0.07%-2,73213F-HRTimeline
Altshuler Shaham Ltd3,172$1.82M0.03%+2,54713F-HRTimeline
Provenance Wealth Advisors, LLC3,171$1.82M0.2%-2513F-HRTimeline
NewSquare Capital LLC3,165$1.81M0.16%-16713F-HRTimeline
Brookwood Investment Group LLC3,164$1.81M0.22%-4113F-HRTimeline
Circle Wealth Management, LLC3,161$1.81M0.03%-47413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,159$1.81M0.11%013F-HRTimeline
Inscription Capital, LLC3,131$1.79M0.18%+1,07813F-HRTimeline
Founders Financial Alliance, LLC3,127$1.79M0.34%-5013F-HRTimeline
Central Pacific Bank - Trust Division3,115$1.78M0.22%+2,19413F-HRTimeline
Facet Wealth, Inc.2,770$1.78M0.03%+79913F-HRTimeline
Oak Thistle LLC3,109$1.78M0.25%new13F-HRTimeline
Kenora Financial, LLC3,104$1.78M0.6%+17313F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC3,099$1.78M0.2%+1,82213F-HRTimeline
Berger Financial Group, Inc3,098$1.77M0.1%-3713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,090$1.77M0.33%+38613F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.69,500$1.77M0.43%+57,10013F-HRTimeline
Heck Capital Advisors, LLC3,079$1.76M0.13%+413F-HRTimeline
Golden State Wealth Management, LLC3,075$1.76M0.19%-5813F-HRTimeline
First Interstate Bank3,060$1.75M0.09%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,059$1.75M0.22%-33113F-HRTimeline
Buck Wealth Strategies, LLC3,051$1.75M0.22%+69713F-HRTimeline
SG Trading Solutions, LLC3,049$1.75M0.41%13F-HRTimeline
Bath Savings Trust Co3,045$1.74M0.17%-29513F-HRTimeline
Chesapeake Wealth Management3,043$1.74M0.52%-9013F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding3,042$1.74M-69Timeline
Keating Financial Advisory Services, In…3,042$1.74M0.24%13F-HRTimeline
WEALTH EFFECTS LLC3,033$1.74M0.54%+113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,031$1.74M0.1%+76713F-HRTimeline
AUXIER ASSET MANAGEMENT LLC3,030$1.74M0.24%-20013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,029$1.74M<0.01%-63713F-HRTimelineGroup
Purus Wealth Management, LLC3,018$1.73M0.54%+1613F-HRTimeline
Wealth Management Partners, LLC3,011$1.73M0.49%-18013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,009$1.72M0.11%+3813F-HRTimeline
CENTAURUS FINANCIAL, INC.3,008$1.72M0.08%+33813F-HRTimeline
Kennebec Savings Bank3,002$1.72M1.49%-1113F-HRTimeline
BIRINYI ASSOCIATES INC3,000$1.72M0.43%013F-HRTimeline
Supplemental Annuity Collective Trust o…3,000$1.72M0.44%013F-HRTimeline
Martel Wealth Advisors LLC3,000$1.72M0.29%013F-HRTimeline
RH Tailwind Management, LLC3,000$1.72M1.73%13F-HRTimeline
Barnes Dennig Private Wealth Management…3,000$1.72M1.73%-2413F-HRTimeline
Lineweaver Wealth Advisors, LLC2,997$1.72M0.23%+22013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,993$1.71M0.18%-6,49813F-HRTimelineGroup
Souders Financial Advisors2,990$1.71M0.2%-78013F-HRTimeline
Ironwood Investment Counsel, LLC2,986$1.71M0.24%-5013F-HRTimeline
Telos Capital Management, Inc.2,980$1.71M0.16%-27013F-HRTimeline
HANCOCK WHITNEY CORP2,978$1.71M0.03%-7213F-HRTimeline
Aprio Wealth Management, LLC2,755$1.7M0.1%+71513F-HRTimeline
Heartwood Wealth Advisors LLC2,975$1.7M0.16%013F-HRTimeline
First County Bank /CT/2,974$1.7M0.89%+4413F-HRTimeline
Douglas Lane & Associates, LLC2,971$1.7M0.02%-30413F-HRTimeline
Benin Management CORP2,965$1.7M0.38%-20013F-HRTimeline
Hartford Funds Management Co LLC2,962$1.7M0.14%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,959$1.7M0.17%013F-HRTimeline
Cypress Wealth Services, LLC2,959$1.69M0.23%new13F-HRTimeline
Global Trust Wealth Management LLC2,958$1.69M1.26%13F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,955$1.69M0.64%+2113F-HRTimeline
Quantum Financial Advisors, LLC2,953$1.69M0.19%+1,40313F-HRTimeline
Probity Advisors, Inc.2,951$1.69M0.27%+10213F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC2,951$1.69M<0.01%-94213F-HRTimeline
PDS Planning, Inc2,941$1.68M0.11%+3013F-HRTimeline
Pathway Financial Advisors LLC2,700$1.68M0.21%013F-HRTimeline
Elevated Private Wealth, LLC2,932$1.68M1.75%13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC2,927$1.68M0.26%+6413F-HRTimeline
Vermillion Wealth Management, Inc.2,927$1.68M0.69%+38813F-HRTimeline
Harfst & Associates, Inc.2,905$1.66M0.3%-3613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,902$1.66M0.08%+72013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC2,896$1.66M1.1%-38713F-HRTimeline
Mechanics Financial Corp2,896$1.66M0.61%013F-HRTimeline
US Asset Management LLC2,895$1.66M1.35%-2613F-HRTimeline
BURNS J W & CO INC/NY2,886$1.65M0.18%+3113F-HRTimeline
Grandview Asset Management LLC2,881$1.65M0.45%-11413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,881$1.65M0.11%+14313F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC2,881$1.65M0.06%new13F-HRTimelineGroup
Hilltop National Bank2,880$1.65M0.4%-9313F-HRTimeline
Compass Ion Advisors, LLC2,871$1.64M0.16%-913F-HRTimeline
Chancellor Financial Group WB LP2,871$1.64M1.13%+313F-HRTimeline
AIRE ADVISORS, LLC2,868$1.64M0.3%+413F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV2,866$1.64M0.38%13F-HRTimeline
GREENBERG FINANCIAL GROUP2,865$1.64M0.68%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,846$1.63M0.2%013F-HRTimeline
GKV Capital Management Co., Inc.2,840$1.63M0.61%013F-HRTimeline
Capstone Financial Advisors, Inc.2,837$1.63M0.09%+3613F-HRTimeline
Ballast, Inc.2,833$1.62M0.38%+813F-HRTimeline
High Net Worth Advisory Group LLC2,828$1.62M0.37%-7413F-HRTimeline
Rothschild Wealth LLC2,828$1.62M0.16%+23513F-HR/ATimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd2,826$1.62M0.58%new13F-HRTimelineGroup
Ark Wealth Advisors LLC2,822$1.62M1.74%13F-HRTimeline
Quotient Wealth Partners, LLC2,817$1.61M0.04%+6113F-HRTimeline
Herold Advisors, Inc.2,815$1.61M0.36%-6113F-HRTimeline
Realta Investment Advisors2,814$1.61M0.53%-24013F-HRTimeline
STABLEFORD CAPITAL II LLC2,813$1.61M0.58%+69913F-HRTimeline
Garrett Wealth Advisory Group, LLC2,813$1.61M0.3%-1913F-HRTimeline
Denver PWM, LLC4,150$1.61M0.54%013F-HRTimeline
Cranbrook Wealth Management, LLC2,807$1.61M0.32%+57913F-HRTimeline
Baring Financial LLC2,803$1.61M0.98%+6213F-HRTimeline
PEAVINE CAPITAL, LLC2,800$1.6M0.34%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,798$1.6M0.49%+5213F-HRTimeline
TOWNSQUARE CAPITAL LLC2,790$1.6M0.36%+7013F-HRTimeline
Teucrium Investment Advisors, LLC2,790$1.6M1.75%13F-HRTimeline
Creekside Partners2,785$1.6M0.67%+213F-HRTimeline
Farmers National Bank2,777$1.59M0.36%-4713F-HRTimeline
Plancorp, LLC2,777$1.59M0.05%+1513F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC2,771$1.59M0.96%-40013F-HRTimeline
Bison Wealth, LLC2,327$1.58M0.18%-94313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,757$1.58M0.1%+713F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC2,756$1.58M0.78%-1,11913F-HRTimeline
Clarius Group, LLC2,755$1.58M0.09%013F-HRTimeline
Tudor Financial Inc.2,752$1.58M0.81%-4413F-HRTimeline
Legacy Financial Advisors, Inc.2,750$1.58M0.22%+5013F-HRTimeline
Trace Wealth Advisors, LLC2,750$1.58M1.14%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,744$1.57M0.88%-39413F-HRTimeline
Disciplined Equity Management, Inc.2,730$1.56M0.81%-5013F-HRTimeline
AVISO WEALTH MANAGEMENT2,729$1.56M0.66%-10213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,723$1.56M0.09%+21213F-HRTimelineGroup
180 WEALTH ADVISORS, LLC2,716$1.56M0.18%+42413F-HRTimeline
Klingman & Associates, LLC2,714$1.55M0.07%+5413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,714$1.55M0.6%-9513F-HRTimeline
Stillwater Wealth Management Group2,713$1.55M1.05%+1,89313F-HRTimeline
Prosperity Bancshares Inc2,703$1.55M1.4%13F-HRTimeline
Covenant Asset Management, LLC2,703$1.55M0.3%-113F-HRTimeline
Bridgewater Advisors Inc.2,398$1.55M0.1%+1013F-HRTimeline
CFS Investment Advisory Services, LLC2,700$1.55M0.11%+51613F-HRTimeline
Hickory Point Bank & Trust2,695$1.54M1.12%013F-HRTimeline
Prestige Wealth Management Group LLC2,693$1.54M0.29%+12613F-HRTimeline
Worth Asset Management, LLC2,690$1.54M0.65%new13F-HRTimeline
Signal Advisors Wealth, LLC2,687$1.54M0.12%+32313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,682$1.54M0.17%+813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,681$1.54M1.02%+4113F-HRTimeline
BANK OF STOCKTON2,680$1.54M0.44%-18313F-HRTimeline
Northern Financial Advisors Inc2,671$1.53M1.75%-2,49813F-HRTimeline
Palumbo Wealth Management LLC2,668$1.53M0.38%+313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,663$1.53M0.16%-5213F-HRTimeline
Washington Trust Advisors, Inc.2,661$1.52M0.12%-11913F-HRTimeline
Ullmann Wealth Partners Group, LLC2,639$1.52M0.16%013F-HRTimeline
Nabity-Jensen Investment Management Inc2,655$1.52M1.03%-31213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,651$1.52M0.01%-70713F-HRTimelineGroup
First Command Advisory Services, Inc.2,649$1.52M0.01%-20413F-HRTimeline
Richard Bernstein Advisors LLC2,643$1.51M0.04%-2,84013F-HRTimeline
Eagle Bluffs Wealth Management LLC2,641$1.51M0.61%+2413F-HRTimeline
SOMERVILLE KURT F2,640$1.51M0.26%013F-HRTimeline
Well Done, LLC2,638$1.51M0.23%-14513F-HRTimeline
Yoffe Investment Management, LLC2,637$1.51M1.93%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,634$1.51M0.04%+313F-HR/ATimelineGroup
BROWN, LISLE/CUMMINGS, INC.2,633$1.51M0.37%+6013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,626$1.5M0.06%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,622$1.5M0.33%-1013F-HRTimeline