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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

4,003 managers (4,069 13F filers) reported a position in CAT shares at 2026-06-30, 330,569,644 shares in all. 394 filers opened a position and 106 filers sold out during the quarter.

Managers
4,003
13F filers
4,069
New
394
Added
1,441
Reduced
1,608
Sold out
106
Shares held by filers
330,569,644

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WINEBRENNER CAPITAL MANAGEMENT LLC2,541$2.71M1.65%-14813F-HRTimeline
High Net Worth Advisory Group LLC2,538$2.7M0.57%-13413F-HRTimeline
Shoker Investment Counsel, Inc.2,532$2.7M0.68%+313F-HRTimeline
Legacy Capital Group California, Inc.2,532$2.7M0.81%+1,39613F-HRTimeline
OSTRUM ASSET MANAGEMENT2,526$2.69M0.13%+67113F-HRTimeline
Brucke Financial, Inc.2,522$2.69M1.19%-8813F-HRTimeline
Intellectus Partners, LLC2,522$2.69M0.46%-8013F-HRTimeline
Foster Group, Inc.2,520$2.68M0.07%+78113F-HRTimeline
E&G Advisors, LLC2,519$2.68M0.52%+7013F-HRTimeline
SVB WEALTH LLC2,514$2.68M0.17%-29913F-HRTimeline
BURNS J W & CO INC/NY2,512$2.68M0.28%+2613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,510$2.67M0.11%+4213F-HRTimelineGroup
Herold Advisors, Inc.2,493$2.65M0.52%-13813F-HRTimeline
Marble Wealth, LLC2,486$2.65M0.41%+3013F-HRTimeline
Chesley Taft & Associates LLC2,484$2.65M0.1%+12113F-HRTimeline
LVW Advisors, LLC2,481$2.64M0.23%+47113F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,476$2.64M1.3%-4613F-HRTimeline
GHP Investment Advisors, Inc.2,475$2.64M0.1%+20913F-HRTimeline
Beverly Hills Private Wealth, LLC2,471$2.63M0.51%+2213F-HRTimeline
Tanglewood Legacy Advisors, LLC2,470$2.63M0.85%013F-HRTimeline
Elevation Advisory Partners LLC3,040$2.63M2.69%-4013F-HRTimeline
Advyzon Investment Management, LLC2,467$2.63M0.19%+19513F-HRTimeline
Retirement Planning Group, LLC2,466$2.63M0.07%-7413F-HRTimeline
CFS Investment Advisory Services, LLC2,724$2.62M0.17%+413F-HRTimeline
Clearstead Trust, LLC2,463$2.62M0.34%+10513F-HRTimeline
Sompo Asset Management Co., Ltd.2,460$2.62M0.43%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,460$2.62M0.03%new13F-HRTimelineGroup
Keebeck Wealth Management2,455$2.61M0.26%+25013F-HRTimeline
Baring Financial LLC2,452$2.61M1.44%-34113F-HRTimeline
Prosperitas Financial LLC2,452$2.61M0.84%-213F-HRTimeline
Legacy Wealth Asset Management, LLC2,450$2.61M0.57%-13913F-HRTimeline
ATWOOD & PALMER INC2,448$2.61M0.14%-11913F-HRTimeline
Global Assets Advisory, LLC2,618$2.61M0.57%+1,59913F-HRTimeline
Pathway Financial Advisors LLC2,700$2.6M0.3%013F-HRTimeline
DARA CAPITAL US, INC.2,440$2.6M1.79%+1,46213F-HRTimeline
Leisure Capital Management2,439$2.6M0.81%013F-HRTimeline
Arbor Wealth Advisors LLC2,437$2.6M1.59%013F-HRTimeline
TFR Capital, LLC.2,435$2.59M0.73%+14613F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,434$2.59M0.08%013F-HRTimeline
Souders Financial Advisors2,433$2.59M0.26%-613F-HRTimeline
Tidemark, LLC2,427$2.58M0.58%-2613F-HRTimeline
Inscription Capital, LLC2,422$2.58M0.23%+25913F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,159$2.57M0.27%+8613F-HRTimeline
Bluebird Wealth Management LLC2,416$2.57M2.23%-4613F-HRTimeline
BSW Wealth Partners2,413$2.57M0.29%-3313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,410$2.57M0.15%+59913F-HRTimeline
Stonebridge Financial Group, LLC/CA2,410$2.57M0.36%13F-HRTimeline
Consilium Wealth Advisory, LLC2,406$2.56M0.76%+73413F-HRTimeline
Marks Group Wealth Management, Inc2,400$2.56M0.22%+613F-HRTimeline
ROI Financial Advisors, LLC2,392$2.55M1.32%+13413F-HRTimeline
INTRUST BANK NA2,392$2.55M0.19%+2813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,378$2.53M0.1%-5413F-HRTimeline
Rothschild Wealth LLC2,375$2.53M0.2%-29613F-HRTimeline
Strategic Advisors LLC2,371$2.53M0.55%-4,16913F-HRTimeline
BankChampaign, National Association2,368$2.52M1.94%+5613F-HRTimeline
10Elms LLP2,364$2.52M1.07%013F-HRTimeline
Constitution Capital LLC2,360$2.51M1.29%+3013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,356$2.51M0.91%-31413F-HRTimeline
Lincoln Capital LLC2,355$2.51M0.45%013F-HRTimeline
KIECKHEFER GROUP LLC2,350$2.5M1.02%013F-HRTimeline
Founders Financial Alliance, LLC2,350$2.5M0.33%-1,00413F-HRTimeline
REDW Wealth LLC2,345$2.5M0.89%+513F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,345$2.5M0.51%-813F-HRTimeline
Perennial Investment Advisors, LLC2,339$2.49M0.17%+30613F-HRTimeline
FINANCIAL CONSULATE, INC2,335$2.49M0.28%+7813F-HRTimeline
Buck Wealth Strategies, LLC2,330$2.48M0.26%+9213F-HRTimeline
NBH Bank2,321$2.47M1.04%13F-HRTimeline
Realta Investment Advisors2,320$2.47M0.77%-12813F-HRTimeline
Alliance Private Wealth, LLC2,313$2.46M0.86%-2,88013F-HRTimeline
Hexagon Capital Partners LLC2,310$2.46M0.35%+1513F-HRTimeline
Morse Asset Management, Inc2,310$2.46M0.41%+45813F-HRTimeline
Greenwich Wealth Management LLC2,306$2.46M0.09%-6713F-HRTimeline
Trivium Point Advisory, LLC2,304$2.45M0.22%+82213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,316$2.44M0.36%+25613F-HRTimeline
Versant Capital Management, Inc2,293$2.44M0.22%-3413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd2,292$2.44M0.03%-4613F-HRTimelineGroup
FWG Holdings, LLC2,742$2.44M0.85%-45813F-HRTimeline
Patten Group, Inc.2,283$2.43M0.38%+30213F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,282$2.43M0.39%+2913F-HRTimeline
Secure Asset Management, LLC2,280$2.43M0.34%+2913F-HRTimeline
Parallax Volatility Advisers, L.P.2,273$2.42M0.09%-20,73413F-HRTimeline
Schonfeld Strategic Advisors LLC2,273$2.42M0.01%-7013F-HRTimeline
Icon Wealth Advisors, LLC2,272$2.42M0.15%+68513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,272$2.42M0.28%+1413F-HRTimeline
Martin Capital Advisors, LLP2,270$2.42M1.27%+15913F-HRTimeline
White Lighthouse Investment Management …2,267$2.41M0.3%-18213F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC2,265$2.41M0.6%+3713F-HRTimeline
Fiduciary Group, LLC2,265$2.41M0.19%+113F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,263$2.41M1.09%013F-HRTimeline
Alteri Wealth LLC2,261$2.41M0.66%+813F-HRTimeline
Purkiss Capital Advisors LLC2,258$2.4M0.92%+35313F-HRTimeline
LaSalle St. Investment Advisors, LLC2,258$2.4M0.29%-4513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,254$2.4M0.2%+45913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,253$2.4M0.25%-86313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,235$2.38M1.28%-7413F-HRTimeline
KPP Advisory Services LLC2,234$2.38M0.3%-1713F-HRTimeline
KINTRA WEALTH, LLC2,773$2.37M0.12%-10613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,224$2.37M0.28%+513F-HRTimelineGroup
Wealth Watch Advisors, INC2,224$2.37M0.77%-313F-HRTimeline
SHP Wealth Management2,223$2.37M0.16%+9513F-HRTimeline
Seelaus Asset Management LLC2,221$2.37M1.66%-16213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,220$2.37M0.05%-5613F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC2,218$2.36M0.03%-29,04313F-HRTimeline
Cassaday & Co Wealth Management LLC2,211$2.35M0.04%+7413F-HRTimeline
FOCUS Wealth Advisors, LLC2,211$2.35M1.09%new13F-HRTimeline
3Chopt Investment Partners, LLC2,211$2.35M0.44%+19713F-HRTimeline
Horizon Wealth Management, LLC2,211$2.35M0.3%+213F-HRTimeline
Cadent Capital Advisors, LLC2,207$2.35M0.49%+1,78713F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,205$2.35M0.99%-2313F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC2,204$2.35M1.19%-34013F-HRTimeline
Sippican Capital Advisors2,200$2.34M1.43%013F-HRTimeline
Arrowroot Family Office, LLC2,199$2.34M0.67%-28613F-HRTimeline
TOWER TRUST & INVESTMENT Co2,197$2.34M1.42%-12413F-HRTimeline
SageView Advisory Group, LLC2,196$2.34M0.08%+7313F-HRTimeline
Sovereign Financial Group, Inc.2,196$2.34M0.36%+6013F-HRTimeline
Retireful, LLC2,196$2.34M2.18%+15713F-HRTimeline
Vermillion Wealth Management, Inc.2,196$2.34M0.55%-72513F-HRTimeline
Innovative Asset Advisors Group, LLC2,190$2.33M1.02%+5813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,190$2.33M0.19%+3113F-HRTimeline
Winthrop Advisory Group LLC2,189$2.33M0.16%+11313F-HRTimeline
Patton Albertson Miller Group, LLC2,185$2.33M0.23%-913F-HRTimeline
Cercano Management LLC2,180$2.32M0.31%013F-HR/ATimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…2,173$2.31M0.54%new13F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI2,166$2.31M0.19%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,166$2.31M0.22%-11813F-HRTimeline
RM Financial Services, LLC2,160$2.3M1.71%-3313F-HRTimeline
Canal Capital Management, LLC2,160$2.3M0.28%+35213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,156$2.3M0.24%+11313F-HRTimeline
Wellspring Financial Advisors, LLC2,155$2.29M0.15%-36613F-HRTimeline
Curbstone Financial Management Corp2,152$2.29M0.39%+97013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,152$2.29M0.19%+1513F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC2,151$2.29M1.12%-37513F-HRTimeline
Almanack Investment Partners, LLC.2,149$2.29M0.29%new13F-HRTimeline
Axxion S.A.2,147$2.29M0.16%13F-HRTimeline
United Advisor Group, LLC2,146$2.29M0.24%+8013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.2,145$2.28M1.97%-20513F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC2,142$2.28M2.22%13F-HR/ATimeline
Wayfinding Financial, LLC2,141$2.28M0.86%-8213F-HRTimeline
Gleason Group, Inc.2,131$2.27M0.2%+2613F-HRTimeline
Thrive Wealth Management, LLC2,129$2.27M0.29%-1913F-HRTimeline
Astoria Portfolio Advisors LLC.2,122$2.26M0.38%+28313F-HRTimeline
MEANS INVESTMENT CO., INC.2,121$2.26M0.17%-913F-HRTimeline
Pine Haven Investment Counsel, Inc2,116$2.25M1.51%-9613F-HRTimeline
Davidson Capital Management Inc.2,114$2.25M0.36%+1413F-HRTimeline
AAFMAA Wealth Management & Trust LLC2,106$2.24M0.78%-17613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,101$2.24M0.21%-42413F-HRTimeline
NWF Advisory Services Inc.2,097$2.23M0.21%+213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,093$2.23M0.32%-9213F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,091$2.23M0.32%+113F-HRTimeline
Strategic Investment Advisors / MI2,088$2.22M0.13%-9713F-HRTimeline
Retirement Planning Co of New England, …2,086$2.22M0.8%-11913F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,086$2.22M0.11%-34013F-HRTimeline
TMB Capital Partners, LLC2,082$2.22M0.69%-5213F-HRTimeline
AMERIFLEX GROUP, INC.2,080$2.21M0.91%+20213F-HRTimeline
Symphony Financial, Ltd. Co.2,099$2.21M0.24%+77713F-HRTimeline
ROGCO, LP2,077$2.21M0.68%-43513F-HRTimeline
Intellus Advisors LLC2,064$2.2M0.27%-1913F-HRTimeline
MIRAMONTES CAPITAL, LLC2,063$2.2M0.68%+1613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,057$2.19M0.15%+1313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,055$2.19M0.19%-40713F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC2,055$2.19M0.88%013F-HRTimeline
Asset Advisory Group, Inc.2,055$2.19M0.96%013F-HRTimeline
Well Done, LLC2,054$2.19M0.29%-21713F-HRTimeline
Parisi Gray Wealth Management2,052$2.19M0.45%+43013F-HRTimeline
Bogart Wealth, LLC2,048$2.18M0.07%+37813F-HRTimeline
BCS Wealth Management2,045$2.18M0.39%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,045$2.18M0.54%+1513F-HRTimeline
FIRST AMERICAN BANK2,043$2.18M0.12%013F-HRTimeline
Adelphi Trust Co2,043$2.18M1.44%+8013F-HRTimeline
Latitude Advisors, LLC2,042$2.17M0.87%-3813F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,036$2.17M0.31%+1,08613F-HRTimeline
Gilbert & Cook, Inc.2,034$2.17M0.25%-1,53113F-HRTimeline
NCM Capital Management, LLC2,031$2.16M0.67%+113F-HRTimeline
Cornerstone Select Advisors, LLC2,028$2.16M0.91%+17513F-HRTimeline
Obermeyer Wealth Partners2,027$2.16M0.09%-6513F-HRTimeline
Northstar Group, Inc.2,026$2.16M0.28%-34413F-HRTimeline
Heck Capital Advisors, LLC2,025$2.16M0.13%+313F-HRTimeline
Vann Equity Management LLC2,021$2.15M1.31%+57513F-HRTimeline
Jacksonville Wealth Management, LLC2,019$2.15M1.22%013F-HRTimeline
Disciplined Equity Management, Inc.2,019$2.15M0.95%-3013F-HRTimeline
KKM Financial LLC2,019$2.15M0.29%-27813F-HRTimeline
Financial Engines Advisors L.L.C.2,017$2.15M<0.01%+10413F-HRTimeline
TWO SIGMA SECURITIES, LLC2,016$2.15M0.19%new13F-HRTimeline
Sterling Wealth Management, Inc.2,015$2.15M0.53%+7213F-HRTimeline
Beacon Financial Advisory LLC2,014$2.14M0.42%-3813F-HRTimeline
Reliant Investment Partners, LLC2,013$2.14M1.46%+4713F-HRTimeline
Mechanics Bank Trust Department2,013$2.14M0.27%-2413F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,012$2.14M0.93%-11313F-HRTimeline
First National Bank of Hutchinson2,007$2.14M1.17%+4713F-HRTimeline
Arcataur Capital Management LLC2,005$2.14M0.53%013F-HRTimeline
Summit Financial Strategies, Inc.2,004$2.13M0.15%+5513F-HRTimeline
Bensler, LLC2,003$2.13M0.19%+19313F-HRTimeline
EVERPAR ADVISORS LLC2,003$2.13M0.61%+9313F-HRTimeline
Sage Investment Counsel LLC2,001$2.13M2.13%-513F-HRTimeline
SAYBROOK CAPITAL /NC2,000$2.13M0.53%013F-HRTimeline
Lester Murray Antman dba SimplyRich1,996$2.12M0.5%013F-HRTimeline
TRUE Private Wealth Advisors1,994$2.12M0.18%-10513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,992$2.12M0.15%+9913F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.1,988$2.12M0.13%+813F-HRTimeline
Karani Asset Management LLC1,986$2.11M1.54%+25413F-HRTimeline