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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Live Oak Private Wealth LLC3,505$2.48M0.35%-2013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,502$2.48M0.58%013F-HR/ATimeline
OAKWORTH CAPITAL, INC.3,500$2.48M0.13%-1413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,498$2.48M0.65%+5013F-HRTimeline
VUB Generali dochodkova spravcovska spo…3,468$2.46M1.94%-9813F-HRTimeline
Enclave Advisors LLC3,467$2.46M0.35%+2,14913F-HRTimeline
Highview Capital Management LLC/DE/3,466$2.46M0.89%-1,07413F-HRTimeline
Sequent Asset Management, LLC3,465$2.45M1.17%013F-HRTimeline
Canopy Partners, LLC3,463$2.45M0.84%-7113F-HRTimeline
Fiduciary Alliance LLC3,185$2.45M0.15%+1,02413F-HRTimeline
L2 Asset Management, LLC3,458$2.45M0.23%-16613F-HRTimeline
RFP Financial Group LLC3,442$2.44M1.33%-20213F-HRTimeline
INVESTMENT PARTNERS, LTD.3,436$2.43M0.87%+813F-HRTimeline
Montis Financial, LLC3,436$2.43M0.5%-33113F-HRTimeline
Lantern Wealth Advisors, LLC3,424$2.43M1.24%+1613F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,417$2.42M0.25%-17813F-HRTimeline
PHILADELPHIA TRUST CO3,400$2.41M0.17%-28013F-HRTimeline
WEALTH EFFECTS LLC3,398$2.41M0.85%+36513F-HRTimeline
Trek Financial, LLC3,397$2.41M0.13%-7,24513F-HRTimeline
Uncommon Cents Investing LLC3,381$2.4M0.56%-2513F-HRTimeline
MSH Capital Advisors LLC3,374$2.39M0.51%+1713F-HRTimeline
Facet Wealth, Inc.3,369$2.39M0.04%+59913F-HRTimeline
ROCKLAND TRUST CO3,363$2.38M0.1%-40513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,362$2.38M0.23%+1213F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.3,360$2.38M1.12%-5513F-HRTimeline
Corundum Group, Inc.3,359$2.38M0.8%+18113F-HRTimeline
Counterweight Ventures, LLC3,358$2.38M1.33%-40013F-HRTimeline
Founders Financial Alliance, LLC3,354$2.38M0.43%+22713F-HRTimeline
AA Financial Advisors, LLC3,350$2.37M0.33%+2613F-HRTimeline
Platt Wealth Management LLC3,347$2.37M2.31%013F-HRTimeline
Montecito Bank & Trust3,344$2.37M0.39%-1813F-HRTimeline
Magnus Financial Group LLC3,342$2.37M0.19%-29213F-HRTimeline
PFC CAPITAL GROUP, INC.3,317$2.35M1.04%013F-HRTimeline
LexAurum Advisors, LLC3,307$2.34M0.3%13F-HRTimeline
Avestar Capital, LLC3,307$2.34M0.16%+12813F-HRTimeline
Providence Financial Advisors, LLC3,298$2.34M1.33%+2613F-HRTimeline
InTrack Investment Management Inc3,298$2.34M1.33%-32213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orca Wealth Management, LLC3,288$2.33M1.66%-513F-HRTimeline
Paragon Advisors, LLC3,282$2.33M0.63%new13F-HRTimeline
Bullock Wealth Management Group3,172$2.32M1.16%-16513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,262$2.31M0.26%+3513F-HRTimeline
FWG Holdings, LLC3,200$2.31M0.87%-50813F-HRTimeline
Mandatum Life Insurance Co Ltd3,238$2.29M0.52%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.3,236$2.29M0.86%013F-HRTimeline
Bank & Trust Co3,236$2.29M1.54%-67013F-HRTimeline
Richwood Investment Advisors, LLC3,234$2.29M1.77%-4013F-HRTimeline
EFG International AGin group EFG International AG3,233$2.29M0.05%-4,36013F-HRTimelineGroup
Stiles Financial Services Inc3,207$2.27M0.69%+3213F-HRTimeline
Provenance Wealth Advisors, LLC3,196$2.26M0.24%+2513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,195$2.26M0.18%-4213F-HRTimeline
Roxbury Financial LLC3,194$2.26M2.03%-1013F-HRTimeline
Stillwater Wealth Management Group3,194$2.26M1.4%+48113F-HRTimeline
Circle Wealth Management, LLC3,191$2.26M0.03%+3013F-HRTimeline
Menard Financial Group LLC3,187$2.26M1.58%+913F-HRTimeline
Addison Capital Co3,187$2.26M0.4%+60613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,186$2.26M0.14%+2713F-HRTimeline
Bath Savings Trust Co3,185$2.26M0.24%+14013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,179$2.25M0.11%+17113F-HRTimeline
Dana Investment Advisors, Inc.3,174$2.25M0.07%-15413F-HRTimeline
Mendel Money Management3,172$2.25M0.94%-7213F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…3,172$2.25M0.93%+21713F-HRTimeline
SITTNER & NELSON, LLC3,169$2.25M0.82%013F-HRTimeline
Supplemental Annuity Collective Trust o…3,169$2.25M0.63%+16913F-HRTimeline
Visionary Wealth Advisors3,166$2.24M0.1%-1913F-HRTimeline
Kenora Financial, LLC3,143$2.23M0.78%+3913F-HRTimeline
Worth Asset Management, LLC3,132$2.22M0.83%+44213F-HRTimeline
Garrett Wealth Advisory Group, LLC3,130$2.22M0.39%+31713F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV2,789$2.22M0.5%-7713F-HRTimeline
Central Pacific Bank - Trust Division3,126$2.21M0.28%+1113F-HRTimeline
DV Trading LLC3,122$2.21M0.2%+2,96213F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…3,121$2.21M0.19%-3,66413F-HRTimeline
Bison Wealth, LLC2,450$2.21M0.21%+12313F-HRTimeline
Sound Income Strategies, LLC3,026$2.21M0.11%+3513F-HRTimeline
Plancorp, LLC2,793$2.21M0.06%+1613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,116$2.21M0.27%-56413F-HRTimeline
HBW ADVISORY SERVICES LLC3,114$2.21M0.23%-39413F-HRTimeline
Signal Advisors Wealth, LLC3,110$2.2M0.15%+42313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,104$2.2M0.81%+59013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,098$2.19M<0.01%+6913F-HRTimelineGroup
MBL Wealth, LLC3,094$2.19M0.17%-15113F-HRTimeline
Sun Financial Inc2,374$2.18M1.09%-8113F-HRTimeline
Bridgewater Advisors Inc.2,420$2.18M0.13%+2213F-HRTimeline
Keystone Financial Group3,078$2.18M0.15%+54313F-HRTimeline
Gallo Partners, LP3,074$2.18M4.16%-3,06613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,073$2.18M0.25%+1413F-HRTimeline
Marble Harbor Investment Counsel, LLC3,072$2.18M0.24%-27513F-HRTimeline
Cypress Wealth Services, LLC3,066$2.17M0.31%+10713F-HRTimeline
Aprio Wealth Management, LLC3,058$2.17M0.12%+30313F-HRTimeline
CFS Investment Advisory Services, LLC2,720$2.16M0.15%+2013F-HRTimeline
1 NORTH WEALTH SERVICES LLC3,050$2.16M0.78%-1,32313F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding3,045$2.16M+3Timeline
Purus Wealth Management, LLC3,038$2.15M0.69%+2013F-HRTimeline
NewSquare Capital LLC3,029$2.15M0.19%-13613F-HRTimeline
Portus Wealth Advisors, LLC3,023$2.14M2.02%-77813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,019$2.14M0.37%+65413F-HRTimeline
Summit Wealth Partners, LLC3,018$2.14M0.34%new13F-HRTimeline
Wealth Management Partners, LLC3,015$2.14M0.61%+413F-HRTimeline
Kennebec Savings Bank3,008$2.13M1.91%+613F-HRTimeline
Ethos Financial Group, LLC3,292$2.13M0.16%+11213F-HRTimeline
Point Windward Advisors Inc.3,000$2.13M1.06%-25013F-HRTimeline
BIRINYI ASSOCIATES INC3,000$2.12M0.58%013F-HRTimeline
Venturi Wealth Management, LLC2,996$2.12M0.1%-40213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,993$2.12M0.38%-22313F-HRTimeline
71 West Capital Partners2,976$2.11M0.09%+57613F-HRTimeline
Heartwood Wealth Advisors LLC2,975$2.11M0.18%013F-HRTimeline
Reynders McVeigh Capital Management, LLC2,970$2.1M0.11%+50513F-HRTimeline
Douglas Lane & Associates, LLC2,969$2.1M0.03%-213F-HRTimeline
Ironwood Investment Counsel, LLC2,965$2.1M0.3%-2113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,965$2.1M0.22%-2813F-HRTimelineGroup
Berger Financial Group, Inc2,965$2.1M0.12%-13313F-HRTimeline
Abacus Planning Group, Inc.2,960$2.1M0.28%-28713F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,957$2.09M0.13%-7413F-HRTimeline
Telos Capital Management, Inc.2,951$2.09M0.2%-2913F-HRTimeline
AUXIER ASSET MANAGEMENT LLC2,951$2.09M0.3%-7913F-HRTimeline
Golden State Wealth Management, LLC2,945$2.09M0.23%-13013F-HRTimeline
BANK OF STOCKTON2,945$2.09M0.65%+26513F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…2,945$2.09M1.09%13F-HRTimeline
PDS Planning, Inc2,930$2.08M0.14%-1113F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,928$2.07M0.07%+76613F-HRTimeline
First County Bank /CT/2,922$2.07M1.11%-5213F-HRTimeline
Vermillion Wealth Management, Inc.2,921$2.07M0.82%-613F-HRTimeline
Barnes Dennig Private Wealth Management…2,918$2.07M2.05%-8213F-HRTimeline
Peregrine Asset Advisers, Inc.2,912$2.06M0.56%+29313F-HRTimeline
Resonant Capital Advisors, LLC2,907$2.06M0.11%+33113F-HRTimeline
Grandview Asset Management LLC2,862$2.06M0.6%-1913F-HRTimeline
Harfst & Associates, Inc.2,905$2.06M0.37%013F-HRTimeline
Mechanics Financial Corp2,896$2.05M0.86%013F-HRTimeline
Global Financial Private Client, LLC2,895$2.05M0.67%+32313F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP2,304$2.05M0.11%new13F-HRTimeline
US Asset Management LLC2,887$2.05M1.77%-813F-HRTimeline
Nabity-Jensen Investment Management Inc2,886$2.04M1.42%+23113F-HRTimeline
Hilltop National Bank2,879$2.04M0.49%-113F-HRTimeline
KINTRA WEALTH, LLC2,879$2.04M0.14%+1,06213F-HRTimeline
AIRE ADVISORS, LLC2,878$2.04M0.37%+1013F-HRTimeline
Probity Advisors, Inc.2,875$2.04M0.32%-7613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,874$2.04M0.1%-34813F-HRTimeline
Chancellor Financial Group WB LP2,873$2.04M1.46%+213F-HRTimeline
Brookwood Investment Group LLC2,873$2.04M0.26%-29113F-HRTimeline
TOWNSQUARE CAPITAL LLC2,868$2.03M0.46%+7813F-HRTimeline
Kercheville Advisors, LLC2,865$2.03M0.65%-1013F-HRTimeline
ASPIRIANT, LLC2,864$2.03M0.06%+32713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,862$2.03M0.28%+28213F-HRTimeline
Ark Wealth Advisors LLC2,851$2.02M2%+2913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,846$2.02M0.3%013F-HRTimeline
Gibbs Wealth Management2,827$2M0.26%+1,60713F-HRTimeline
Chesapeake Wealth Management2,822$2M0.61%-22113F-HRTimeline
Compass Ion Advisors, LLC2,822$2M0.19%-4913F-HRTimeline
Paragon Capital Management LLC2,816$2M0.99%+20013F-HRTimeline
SVB WEALTH LLC2,813$1.99M0.13%-49913F-HRTimeline
GKV Capital Management Co., Inc.2,812$1.99M0.75%-2813F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT2,807$1.99M0.13%-20213F-HRTimeline
Klingman & Associates, LLC2,802$1.99M0.1%+8813F-HRTimeline
PEAVINE CAPITAL, LLC2,800$1.98M0.44%013F-HRTimeline
Quotient Wealth Partners, LLC2,800$1.98M0.05%-1713F-HRTimeline
Legacy Financial Advisors, Inc.2,799$1.98M0.28%+4913F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,798$1.98M0.59%013F-HRTimeline
CVA Family Office, LLC2,794$1.98M0.21%+23313F-HRTimeline
Baring Financial LLC2,793$1.98M1.21%-1013F-HRTimeline
First Interstate Bank2,790$1.98M0.11%-27013F-HRTimeline
Creekside Partners2,786$1.97M0.81%+113F-HRTimeline
Elevation Advisory Partners LLC3,080$1.97M1.84%13F-HRTimeline
AssuredPartners Investment Advisors, LLC2,722$1.96M0.21%+1,89113F-HRTimeline
Prosperity Bancshares Inc2,769$1.96M1.57%+6613F-HRTimeline
Cranbrook Wealth Management, LLC2,768$1.96M0.4%-3913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,762$1.96M0.12%+513F-HRTimeline
Trace Wealth Advisors, LLC2,757$1.95M1.46%+713F-HRTimeline
TORTOISE CAPITAL ADVISORS, L.L.C.2,756$1.95M0.02%+94013F-HRTimeline
Farmers National Bank2,752$1.95M0.43%-2513F-HRTimeline
CMG Global Holdings, LLC2,736$1.94M0.92%-1913F-HRTimeline
Pathway Financial Advisors LLC2,700$1.94M0.24%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,731$1.93M0.15%-71613F-HRTimeline
Tudor Financial Inc.2,727$1.93M0.99%-2513F-HR/ATimeline
First Command Advisory Services, Inc.2,715$1.92M0.01%+6613F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,714$1.92M1.02%-3013F-HRTimeline
Clare Market Investments LLC2,705$1.92M0.4%13F-HRTimeline
Covenant Asset Management, LLC2,698$1.91M0.39%-513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,693$1.91M0.13%-18813F-HRTimeline
Key Financial Inc2,689$1.91M0.34%+7113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,689$1.91M1.22%+813F-HRTimeline
Alexis Investment Partners, LLC2,850$1.9M1.31%-88813F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.2,680$1.9M0.32%+55013F-HRTimelineGroup
High Net Worth Advisory Group LLC2,672$1.89M0.44%-15613F-HRTimeline
INCEPTIONR LLC2,672$1.89M0.46%+2,13613F-HRTimeline
Rothschild Wealth LLC2,671$1.89M0.17%-15713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,670$1.89M0.74%-4413F-HRTimeline
Palumbo Wealth Management LLC2,669$1.89M0.46%+113F-HRTimeline
HORAN Wealth, LLC2,810$1.89M0.18%+1,40513F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,664$1.89M0.44%+4213F-HRTimeline
SummitTX Capital, L.P.2,664$1.89M0.06%new13F-HRTimeline
Capstone Financial Advisors, Inc.2,663$1.89M0.1%-17413F-HRTimeline
Elyxium Wealth, LLC2,653$1.88M0.6%+11113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,652$1.88M0.12%-25013F-HRTimeline
Pinnacle Wealth Management, LLC2,651$1.88M1.27%-72413F-HRTimeline
Quadrant Private Wealth Management, LLC2,649$1.88M0.29%+27813F-HRTimeline
Washington Trust Advisors, Inc.2,646$1.87M0.15%-1513F-HRTimeline
Richard Bernstein Advisors LLC2,643$1.87M0.05%013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,268$1.87M0.09%-25213F-HRTimeline
Eagle Bluffs Wealth Management LLC2,641$1.87M0.73%013F-HRTimeline
SOMERVILLE KURT F2,640$1.87M0.49%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,639$1.87M0.21%-4313F-HRTimeline