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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,956 managers (3,008 13F filers) reported a position in CAT shares at 2024-12-31, 340,122,977 shares in all. 115 filers opened a position and 161 filers sold out during the quarter.

Managers
2,956
13F filers
3,008
New
115
Added
1,094
Reduced
1,051
Sold out
161
Shares held by filers
340,122,977

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PDS Planning, Inc2,370$860K0.08%-3213F-HRTimeline
Greenwich Wealth Management LLC2,366$858K0.06%-4713F-HRTimeline
Washington Trust Bank2,349$852K0.08%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Windsor Capital Management, LLC2,345$851K0.25%-10913F-HRTimeline
Addison Capital Co2,345$851K0.34%+113F-HRTimeline
E&G Advisors, LLC2,342$850K0.23%-10013F-HRTimeline
Garner Asset Management Corp2,337$848K0.38%+5913F-HRTimeline
REDW Wealth LLC2,337$848K0.29%+49313F-HRTimeline
RNC CAPITAL MANAGEMENT LLC2,332$846K0.05%-4013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,330$845K0.26%+32013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,329$845K0.06%-14213F-HRTimeline
Sound Financial Strategies Group, LLC2,321$842K0.7%+26113F-HRTimeline
Guardian Wealth Management, Inc.2,320$841K0.57%-2313F-HRTimeline
Constitution Capital LLC2,318$841K0.47%+30013F-HRTimeline
Wayfinding Financial, LLC2,318$840K0.45%new13F-HRTimeline
Retirement Planning Co of New England, …2,314$840K0.41%-5913F-HRTimeline
Reynders McVeigh Capital Management, LLC2,312$839K0.04%-4413F-HRTimeline
Martin Capital Advisors, LLP2,311$838K0.54%+25013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,305$838K0.13%013F-HRTimeline
Tidemark, LLC2,310$838K0.32%+1713F-HRTimeline
Archer Investment Corp2,305$836K0.22%013F-HRTimeline
Platform Technology Partners2,292$832K0.25%013F-HRTimeline
Accredited Investors Inc.2,286$829K0.05%-4013F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,280$827K0.31%-77313F-HR/ATimeline
Rothschild Wealth LLC2,279$827K0.24%-63113F-HRTimeline
Fiduciary Group, LLC2,278$826K0.08%+8213F-HRTimeline
OXFORD ASSET MANAGEMENT LLP2,277$826K0.38%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SMART Wealth LLC2,274$825K0.29%+85613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,298$825K0.3%-10213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,270$823K0.14%-31313F-HRTimeline
LVW Advisors, LLC2,265$822K0.1%-34913F-HRTimeline
Tyler-Stone Wealth Management2,264$821K0.15%+5813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,261$820K0.04%+1,02513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,256$818K0.06%+2713F-HRTimeline
Cascades Capital Asset Management, LLC2,249$816K0.43%+713F-HRTimeline
Cranbrook Wealth Management, LLC2,247$815K0.19%+7513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,242$813K0.05%013F-HRTimelineGroup
Diversified Enterprises, LLC2,231$809K0.08%+5013F-HRTimeline
HAMEL ASSOCIATES, INC.2,228$808K0.26%-25013F-HRTimeline
Schonfeld Strategic Advisors LLC2,222$806K0.01%+1,01813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,220$805K0.05%+37713F-HRTimelineGroup
Proficio Capital Partners LLC2,218$805K0.07%+61413F-HR/ATimeline
ORG Partners LLC2,212$803K0.11%-913F-HRTimeline
Grandview Asset Management LLC2,213$803K0.29%new13F-HRTimeline
Acropolis Investment Management, LLC2,212$802K0.05%013F-HRTimeline
Marks Group Wealth Management, Inc2,211$802K0.08%+16113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,210$802K0.07%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,206$800K0.06%-27213F-HRTimeline
INTRUST BANK NA2,205$800K0.08%-3413F-HRTimeline
TrinityBridge Ltd2,201$799K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.2,202$799K0.04%-4513F-HRTimeline
Simplicity Wealth,LLC2,199$798K0.17%-15813F-HRTimeline
Horizon Wealth Management, LLC2,197$797K0.14%+313F-HRTimeline
HOEY INVESTMENTS, INC2,193$796K0.14%+1,29113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,187$793K0.07%+313F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding2,185$792K-30Timeline
Addison Advisors LLC2,183$792K0.22%-513F-HRTimeline
Aberdeen Wealth Management LLC2,182$792K0.54%-5013F-HRTimeline
Latitude Advisors, LLC2,181$791K0.45%-2613F-HRTimeline
Cercano Management LLC2,180$791K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC2,176$789K0.49%-14513F-HRTimeline
Range Financial Group LLC2,170$787K0.36%+75213F-HRTimeline
Sterling Wealth Management, Inc.2,169$787K0.29%013F-HRTimeline
Marion Wealth Management2,163$785K0.21%+713F-HRTimeline
Executive Wealth Management, LLC2,162$784K0.06%-1213F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,160$784K0.17%-3513F-HRTimeline
Goepper Burkhardt LLC2,160$784K0.32%-1013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC2,159$783K0.1%new13F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,158$783K0.06%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,157$782K0.4%-413F-HRTimeline
Legacy Financial Advisors, Inc.2,155$782K0.13%+12213F-HRTimeline
New Century Financial Group, LLC2,147$781K0.33%+7113F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,149$780K0.39%+25913F-HRTimelineGroup
OAKWORTH CAPITAL, INC.2,135$774K0.05%013F-HRTimeline
Sovran Advisors, LLC2,083$774K0.11%13F-HRTimeline
Independence Bank of Kentucky2,130$773K0.12%+51213F-HRTimeline
W ADVISORS, LLC2,127$772K0.48%+3613F-HRTimeline
Buck Wealth Strategies, LLC2,124$770K0.16%+85213F-HRTimeline
SIMON QUICK ADVISORS, LLC2,123$770K0.05%+43113F-HRTimeline
CENTAURUS FINANCIAL, INC.2,121$769K0.05%-16513F-HRTimeline
United Asset Strategies, Inc.2,116$767K0.07%-12113F-HRTimeline
Harvest Investment Services, LLC2,114$767K0.19%new13F-HRTimeline
Cadence Bank2,114$767K0.05%+1,05513F-HRTimeline
YANKCOM Partnership2,113$767K0.41%13F-HRTimeline
Cassaday & Co Wealth Management LLC2,113$766K0.02%+47213F-HRTimeline
Bill Few Associates, Inc.2,104$763K0.27%-35813F-HRTimeline
TBH Global Asset Management, LLC2,101$762K0.18%+3613F-HRTimeline
BCS Wealth Management2,094$760K0.19%new13F-HRTimeline
Fairvoy Private Wealth, LLC2,092$759K0.2%13F-HRTimeline
Herold Advisors, Inc.2,081$755K0.16%-51013F-HRTimeline
WOODSTOCK CORP2,080$755K0.07%-20013F-HRTimeline
MSH Capital Advisors LLC2,074$752K0.24%-513F-HRTimeline
Tarbox Family Office, Inc.2,072$752K0.12%+413F-HRTimeline
Icon Wealth Advisors, LLC2,070$751K0.06%+11513F-HRTimeline
Grey Ledge Advisors, LLC2,066$750K0.19%013F-HRTimeline
AF Advisors, Inc.2,061$748K0.1%013F-HRTimeline
McElhenny Sheffield Capital Management,…2,060$747K0.25%+1113F-HRTimeline
NCM Capital Management, LLC2,055$745K0.34%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,054$745K0.18%-5113F-HRTimelineGroup
BANTAMAC CAPITAL, LLC2,050$744K0.33%+13513F-HRTimeline
Red Door Wealth Management, LLC2,043$741K0.11%+6413F-HRTimeline
Copperwynd Financial, LLC2,042$741K0.2%+30813F-HRTimeline
Goldstone Financial Group, LLC2,042$741K0.12%+46013F-HRTimeline
Severin Investments, LLC2,042$741K0.74%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,041$740K0.08%-42013F-HRTimeline
AVISO WEALTH MANAGEMENT2,037$739K0.38%+313F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,036$739K0.35%-33113F-HRTimeline
Davis Investment Partners, LLC2,103$738K0.31%+65613F-HRTimeline
626 Financial, LLC2,032$737K0.4%-4513F-HRTimeline
Gibbs Wealth Management2,029$736K0.2%+73913F-HRTimeline
Capital Square, LLC1,802$735K0.42%+11313F-HRTimeline
Cable Hill Partners, LLC2,025$735K0.07%-22913F-HRTimeline
Kathmere Capital Management, LLC2,023$734K0.07%+48613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,022$734K0.11%13F-HRTimeline
CFS Investment Advisory Services, LLC2,020$733K0.07%-613F-HRTimeline
Hexagon Capital Partners LLC2,020$733K0.13%-9113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,019$732K0.07%013F-HRTimelineGroup
FIRST AMERICAN BANK2,017$732K0.05%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…2,016$732K0.34%-16513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,016$731K0.27%-14513F-HRTimeline
Sage Investment Counsel LLC2,014$731K0.95%13F-HRTimeline
First Financial Bankshares Inc2,013$730K0.02%+1313F-HRTimeline
Winthrop Advisory Group LLC2,013$730K0.09%-613F-HRTimeline
Bienville Capital Management, LLC2,007$728K0.18%+713F-HRTimeline
BayBridge Capital Group, LLC2,004$727K0.53%+1113F-HRTimeline
Smith Anglin Financial, LLC2,003$727K0.07%+513F-HRTimeline
SAYBROOK CAPITAL /NC2,000$726K0.19%013F-HRTimeline
Engineers Gate Manager LP1,996$724K0.01%-1,06713F-HRTimeline
Lester Murray Antman dba SimplyRich1,996$724K0.21%013F-HRTimeline
Shoker Investment Counsel, Inc.1,990$722K0.24%+513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,984$720K0.39%013F-HRTimeline
Callan Capital, LLC1,982$719K0.05%+28513F-HRTimeline
Beaumont Financial Advisors, LLC1,979$718K0.05%+24213F-HRTimeline
LCNB CORP1,977$717K0.26%013F-HRTimeline
Root Financial Partners, LLC1,974$716K0.09%+33413F-HRTimeline
Patriot Financial Group Insurance Agenc…1,974$716K0.1%+12113F-HRTimeline
LaSalle St. Investment Advisors, LLC1,974$716K0.22%+1,20813F-HRTimeline
TCV Trust & Wealth Management, Inc.1,973$716K0.07%+50013F-HRTimeline
BANK OF STOCKTON1,963$712K0.22%+36113F-HRTimeline
Fernwood Investment Management, LLC1,957$710K0.25%013F-HRTimeline
Beacon Financial Advisory LLC1,957$710K0.23%+2013F-HRTimeline
United Bank1,942$704K0.3%new13F-HRTimeline
BlueSky Wealth Advisors, LLC1,942$704K0.11%013F-HRTimeline
FLOW TRADERS U.S. LLC1,942$704K0.03%new13F-HRTimeline
Austin Private Wealth, LLC1,939$703K0.07%+63413F-HRTimeline
Bensler, LLC1,937$703K0.08%-9313F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,935$702K0.04%+613F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,933$701K0.06%new13F-HR/ATimeline
Delta Financial Group, Inc.1,927$699K0.16%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,925$698K0.05%+17613F-HRTimeline
Horst & Graben Wealth Management LLC1,924$698K0.12%+5013F-HRTimeline
Thrive Wealth Management, LLC1,921$697K0.13%-913F-HRTimeline
HARRIS ASSOCIATES L P1,920$696K<0.01%+12013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC1,919$696K0.17%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,916$695K0.17%013F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,914$694K0.28%-713F-HRTimeline
Guardian Asset Advisors, LLC1,909$692K0.44%013F-HRTimeline
Blueshift Asset Management, LLC1,906$691K0.25%-2,48613F-HRTimeline
State of Wyoming1,899$689K0.09%+1,37613F-HRTimeline
Paulson Wealth Management Inc.1,898$689K0.19%-20913F-HRTimeline
Zullo Investment Group, Inc.1,897$688K0.28%+13213F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,897$688K0.03%-6713F-HRTimeline
Aprio Wealth Management, LLC1,893$687K0.1%+84513F-HRTimeline
Dale Q Rice Investment Management Ltd1,888$685K0.3%13F-HRTimeline
MBL Wealth, LLC1,887$685K0.07%-16413F-HRTimeline
Bedel Financial Consulting, Inc.1,900$682K0.09%+1513F-HRTimeline
Summit Financial Strategies, Inc.1,878$681K0.08%013F-HRTimeline
Gryphon Financial Partners LLC1,876$680K0.1%-11013F-HRTimeline
Patten Group, Inc.1,870$678K0.15%-2113F-HRTimeline
Sound Income Strategies, LLC1,864$676K0.04%+16113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,855$673K0.12%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,854$672K0.05%+3013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,853$672K0.33%+513F-HRTimeline
BARR E S & CO1,850$671K0.04%013F-HRTimeline
Geller Advisors LLC1,850$671K0.04%-1,19413F-HRTimeline
Bridgewealth Advisory Group, LLC1,896$671K0.19%+92013F-HRTimeline
Stonebridge Capital Advisors LLC1,837$666K0.05%-27713F-HRTimeline
TFG Advisers LLC1,834$665K0.24%+2213F-HRTimeline
Fermata Advisors, LLC1,831$664K0.12%new13F-HRTimeline
one8zero8, LLC1,828$663K0.14%13F-HRTimeline
Capital Management Associates, Inc1,826$662K0.25%+213F-HRTimeline
Resonant Capital Advisors, LLC1,826$662K0.05%+6513F-HRTimeline
Deseret Mutual Benefit Administrators1,821$661K0.32%-6013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,815$658K0.32%013F-HRTimeline
Harbour Trust & Investment Management Co1,813$658K0.07%-2613F-HRTimeline
Meriwether Wealth & Planning, LLC1,812$657K0.47%13F-HRTimeline
Centurion Wealth Management LLC1,810$656K0.21%013F-HRTimeline
Clearstead Trust, LLC1,807$656K0.14%-32113F-HRTimeline
Essential Planning, LLC.1,690$655K<0.01%new13F-HRTimeline
McBroom & Associates, LLC1,806$655K0.37%013F-HRTimeline
Taylor Financial Group, Inc.1,805$655K0.45%013F-HRTimeline
North Berkeley Wealth Management, LLC1,800$653K0.66%13F-HRTimeline
Sovereign Financial Group, Inc.1,798$652K0.15%+2513F-HRTimeline
CHICAGO TRUST Co NA1,791$650K0.11%-38813F-HRTimeline
Montz Harcus Wealth Management LLC1,790$650K0.36%-3413F-HRTimeline
Pacifica Partners Inc.1,802$648K0.28%-513F-HRTimeline
Waterway Wealth Management, LLC1,787$648K0.29%+15113F-HRTimeline
Benchmark Wealth Management, LLC1,786$648K0.32%+113F-HRTimeline
SANDERS MORRIS HARRIS LLC1,775$648K0.1%013F-HRTimeline
Lakeside Advisors, INC.1,785$647K0.43%+113F-HRTimeline