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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,855 managers (2,904 13F filers) reported a position in CAT shares at 2025-03-31, 330,707,947 shares in all. 116 filers opened a position and 202 filers sold out during the quarter.

Managers
2,855
13F filers
2,904
New
116
Added
1,182
Reduced
1,119
Sold out
202
Shares held by filers
330,707,947

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
E&G Advisors, LLC2,342$772K0.22%013F-HRTimeline
Clarus Wealth Advisors2,561$771K0.41%-19013F-HRTimeline
BANK OF STOCKTON2,337$771K0.25%+37413F-HRTimeline
Retirement Planning Co of New England, …2,335$770K0.38%+2113F-HR/ATimeline
Veracity Capital LLC2,328$768K0.3%-20813F-HRTimeline
GTS SECURITIES LLC2,321$765K0.03%+55713F-HRTimeline
Guardian Wealth Management, Inc.2,316$764K0.51%-413F-HRTimeline
Archer Investment Corp2,306$760K0.2%+113F-HRTimeline
CENTAURUS FINANCIAL, INC.2,305$760K0.05%+18413F-HRTimeline
Wayfinding Financial, LLC2,303$759K0.33%-1513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,300$759K0.12%-513F-HRTimeline
Platform Technology Partners2,301$759K0.22%+913F-HRTimeline
Reynders McVeigh Capital Management, LLC2,297$758K0.04%-1513F-HRTimeline
Windsor Capital Management, LLC2,298$758K0.23%-4713F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC2,297$758K0.1%+13813F-HRTimeline
MEANS INVESTMENT CO., INC.2,292$756K0.08%-41713F-HRTimeline
Counterpoint Mutual Funds LLC2,292$756K0.11%new13F-HRTimeline
Garner Asset Management Corp2,291$756K0.33%-4613F-HRTimeline
Advisor Resource Council2,338$755K0.06%new13F-HRTimeline
Accredited Investors Inc.2,288$755K0.05%+213F-HRTimeline
GHP Investment Advisors, Inc.2,287$754K0.04%+8513F-HRTimeline
Fiduciary Group, LLC2,273$749K0.08%-513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,272$749K0.06%+8513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,271$749K0.08%-28113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,271$749K0.25%-5913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,267$748K0.03%-23213F-HRTimelineGroup
Cascades Capital Asset Management, LLC2,255$744K0.4%+613F-HRTimeline
Mechanics Bank Trust Department2,250$742K0.1%-12313F-HRTimeline
LaSalle St. Investment Advisors, LLC2,245$740K0.17%+27113F-HRTimeline
SIMON QUICK ADVISORS, LLC2,232$736K0.04%+10913F-HRTimeline
HAMEL ASSOCIATES, INC.2,228$735K0.25%013F-HRTimeline
Cranbrook Wealth Management, LLC2,228$735K0.17%-1913F-HRTimeline
Belpointe Asset Management LLC2,227$735K0.04%-1,45513F-HRTimeline
Virtue Capital Management, LLC2,226$734K0.09%+1,14013F-HRTimeline
Proficio Capital Partners LLC2,224$733K0.06%+613F-HRTimeline
Horizon Wealth Management, LLC2,222$733K0.12%+2513F-HRTimeline
KFA Private Wealth Group, LLC2,216$731K0.26%+81313F-HRTimeline
Acropolis Investment Management, LLC2,215$731K0.04%+313F-HRTimeline
NVWM, LLC2,214$730K0.19%-1,21513F-HRTimeline
Quadrant Private Wealth Management, LLC2,207$728K0.18%-39513F-HRTimeline
Addison Advisors LLC2,199$725K0.2%+1613F-HRTimeline
Cetera Trust Company, N.A2,198$725K0.46%+1,83913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,196$724K0.28%-33913F-HRTimeline
Hexagon Capital Partners LLC2,192$723K0.14%+17213F-HRTimeline
CenterStar Asset Management, LLC2,185$721K1.04%new13F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE2,184$720K0.21%+50013F-HRTimeline
KPP Advisory Services LLC2,184$720K0.14%+1,60213F-HRTimeline
Aberdeen Wealth Management LLC2,183$720K0.5%+113F-HRTimeline
Verity Asset Management, Inc.2,182$719K0.29%new13F-HRTimeline
Sound Financial Strategies Group, LLC2,181$719K0.64%-14013F-HRTimeline
3Chopt Investment Partners, LLC2,181$719K0.19%new13F-HRTimeline
Cercano Management LLC2,180$719K0.02%013F-HRTimeline
Tyler-Stone Wealth Management2,180$719K0.13%-8413F-HRTimeline
Bill Few Associates, Inc.2,176$718K0.26%+7213F-HRTimeline
YANKCOM Partnership2,176$718K0.39%+6313F-HRTimeline
Independence Bank of Kentucky2,172$716K0.11%+4213F-HRTimeline
Marion Wealth Management2,168$715K0.19%+513F-HRTimeline
W ADVISORS, LLC2,163$713K0.45%+3613F-HRTimeline
Goepper Burkhardt LLC2,160$712K0.28%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,160$712K0.12%-11013F-HRTimeline
Legacy Financial Advisors, Inc.2,156$711K0.12%+113F-HRTimeline
LVW Advisors, LLC2,146$708K0.09%-11913F-HRTimeline
WULFF, HANSEN & CO.2,145$707K0.65%new13F-HRTimeline
Cable Hill Partners, LLC2,263$703K0.07%+23813F-HRTimeline
INTRUST BANK NA2,129$702K0.07%-7613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,127$701K0.35%-2213F-HRTimelineGroup
Austin Private Wealth, LLC2,124$700K0.06%+18513F-HRTimeline
Kenora Financial, LLC2,121$700K0.29%+77413F-HRTimeline
Grey Ledge Advisors, LLC2,117$698K0.18%+5113F-HRTimeline
United Asset Strategies, Inc.2,117$698K0.06%+113F-HRTimeline
Fairvoy Private Wealth, LLC2,112$697K0.19%+2013F-HRTimeline
Martin Capital Advisors, LLP2,111$696K0.5%-20013F-HRTimeline
FIRST AMERICAN BANK2,109$696K0.05%+9213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,107$695K0.05%-14913F-HRTimeline
Smith Anglin Financial, LLC2,106$694K0.07%+10313F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,103$694K0.05%-5513F-HRTimeline
Cassaday & Co Wealth Management LLC2,098$692K0.02%-1513F-HRTimeline
BCS Wealth Management2,096$691K0.18%+213F-HRTimeline
Marks Group Wealth Management, Inc2,094$691K0.07%-11713F-HRTimeline
Bridgewater Advisors Inc.2,241$689K0.06%new13F-HRTimeline
ZEGA Investments, LLC2,087$688K0.2%-1,32413F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,083$687K0.37%-7413F-HRTimeline
Carnegie Investment Counsel2,431$685K0.02%-25813F-HRTimeline
Gibbs Wealth Management2,077$685K0.17%+4813F-HRTimeline
Sage Investment Counsel LLC2,074$684K0.87%+6013F-HRTimeline
MSH Capital Advisors LLC2,074$684K0.21%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,069$682K0.16%+1513F-HRTimelineGroup
Cadence Bank2,068$682K0.05%-4613F-HRTimeline
Tarbox Family Office, Inc.2,068$682K0.11%-413F-HRTimeline
Severin Investments, LLC2,065$681K0.68%+2313F-HRTimeline
McElhenny Sheffield Capital Management,…2,062$680K0.25%+213F-HRTimeline
AF Advisors, Inc.2,061$680K0.13%013F-HRTimeline
CFS Investment Advisory Services, LLC2,056$678K0.06%+3613F-HRTimeline
TFR Capital, LLC.2,053$677K0.28%+1,28513F-HRTimeline
Castellan Group2,052$677K0.19%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding2,052$677K-548Timeline
MARIETTA INVESTMENT PARTNERS LLC2,050$676K0.16%-11013F-HRTimeline
BANTAMAC CAPITAL, LLC2,049$676K0.32%-113F-HRTimeline
Curi Capital, LLC2,038$672K0.02%-2,76613F-HRTimeline
Latitude Advisors, LLC2,036$671K0.39%-14513F-HRTimeline
WOODSTOCK CORP2,035$671K0.07%-4513F-HRTimeline
626 Financial, LLC2,033$670K0.35%+113F-HRTimeline
Zullo Investment Group, Inc.2,032$670K0.29%+13513F-HRTimeline
NCM Capital Management, LLC2,030$669K0.3%-2513F-HRTimeline
Red Door Wealth Management, LLC2,029$669K0.1%-1413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,022$667K0.1%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,298$667K0.28%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,019$666K0.06%013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.2,019$666K0.06%+4613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,016$665K0.26%013F-HRTimeline
Winthrop Advisory Group LLC2,015$665K0.08%+213F-HRTimeline
DOLIVER ADVISORS, LP2,014$664K0.19%+49613F-HRTimeline
One Capital Management, LLC2,013$664K0.02%+42513F-HRTimeline
Callan Capital, LLC2,012$664K0.05%+3013F-HRTimeline
SAYBROOK CAPITAL /NC2,000$660K0.18%013F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding1,998$659K-187Timeline
Shoker Investment Counsel, Inc.1,997$659K0.22%+713F-HRTimeline
Lester Murray Antman dba SimplyRich1,996$658K0.19%013F-HRTimeline
Centurion Wealth Management LLC1,810$656K0.21%013F-HRTimeline
Worth Financial Advisory Group, LLC1,990$656K0.42%-18613F-HRTimeline
Sovereign Financial Group, Inc.1,987$655K0.15%+18913F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,984$654K0.34%013F-HRTimeline
Delta Financial Group, Inc.1,914$654K0.15%-1313F-HRTimeline
Jackson Hole Capital Partners, LLC1,983$654K0.13%new13F-HRTimeline
TrinityBridge Ltd1,978$653K0.02%-22313F-HRTimeline
MBL Wealth, LLC1,979$653K0.07%+9213F-HRTimeline
Beacon Financial Advisory LLC1,979$653K0.2%+2213F-HRTimeline
Obermeyer Wealth Partners1,969$649K0.03%+1,30413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC1,969$649K0.15%+5013F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,966$648K0.25%+5213F-HRTimeline
Revisor Wealth Management LLC1,965$648K0.29%+1,09913F-HRTimeline
Aprio Wealth Management, LLC1,958$646K0.08%+6513F-HRTimeline
United Bank1,958$646K0.27%+1613F-HRTimeline
First Financial Bankshares Inc1,956$645K0.01%-5713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,955$645K0.05%+3013F-HRTimeline
Beaumont Financial Advisors, LLC1,952$644K0.05%-2713F-HRTimeline
LCNB CORP1,951$643K0.24%-2613F-HRTimeline
BlueSky Wealth Advisors, LLC1,942$640K0.1%013F-HRTimeline
Horst & Graben Wealth Management LLC1,942$640K0.11%+1813F-HRTimeline
Guardian Asset Advisors, LLC1,940$640K0.42%+3113F-HRTimeline
Raleigh Capital Management Inc.1,922$634K0.29%-1,26913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,921$634K0.03%+2413F-HRTimeline
Dogwood Wealth Management LLC1,919$633K0.33%+22113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,918$633K0.11%+6313F-HRTimeline
Kathmere Capital Management, LLC1,917$632K0.05%-10613F-HRTimeline
Patriot Financial Group Insurance Agenc…1,909$630K0.08%-6513F-HRTimeline
Jacksonville Wealth Management, LLC1,907$629K0.62%+13813F-HRTimeline
Davis Investment Partners, LLC2,106$628K0.28%+313F-HRTimeline
Bedel Financial Consulting, Inc.1,948$625K0.09%+4813F-HRTimeline
FAGAN ASSOCIATES, INC.1,895$625K0.1%+30013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,891$624K0.07%-15013F-HRTimeline
Thrive Wealth Management, LLC1,889$623K0.12%-3213F-HRTimeline
Dale Q Rice Investment Management Ltd1,888$623K0.32%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,887$622K0.19%+10413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,881$620K0.04%-36113F-HRTimelineGroup
PSI Advisors, LLC1,880$620K0.2%-59313F-HRTimeline
HARRIS ASSOCIATES L P1,880$620K<0.01%-4013F-HRTimeline
Summit Financial Strategies, Inc.1,878$619K0.06%013F-HRTimeline
Paulson Wealth Management Inc.1,877$619K0.17%-2113F-HRTimeline
Waterway Wealth Management, LLC1,872$617K0.26%+8513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,868$616K0.29%+1513F-HRTimeline
Deseret Mutual Benefit Administrators1,859$613K0.3%+3813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,854$611K0.04%013F-HRTimeline
State of Wyoming1,845$608K0.08%-5413F-HRTimeline
Sterling Investment Advisors, Ltd.1,845$608K0.15%+9613F-HRTimeline
McAdam, LLC1,843$608K0.04%+11113F-HRTimeline
Patten Group, Inc.1,843$608K0.14%-2713F-HRTimeline
Breakwater Capital Group1,840$607K0.11%+14213F-HRTimeline
Westmount Partners, LLC1,834$605K0.18%-75113F-HRTimeline
Icon Wealth Advisors, LLC1,830$603K0.05%-24013F-HRTimeline
Meriwether Wealth & Planning, LLC1,818$600K0.39%+613F-HRTimeline
AlphaCore Capital LLC1,816$599K0.05%+79213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,815$599K0.32%013F-HRTimeline
NOVEM GROUP1,808$596K0.08%+7113F-HRTimeline
McBroom & Associates, LLC1,806$596K0.34%013F-HRTimeline
Resonant Capital Advisors, LLC1,805$595K0.04%-2113F-HRTimeline
Taylor Financial Group, Inc.1,805$595K0.41%013F-HRTimeline
Curbstone Financial Management Corp1,802$594K0.13%+23013F-HRTimeline
Lakewood Asset Management LLC1,801$594K0.4%-1,50313F-HRTimeline
BARR E S & CO1,800$594K0.04%-5013F-HRTimeline
North Berkeley Wealth Management, LLC1,800$594K0.62%013F-HRTimeline
Bensler, LLC1,798$593K0.07%-13913F-HRTimeline
Montz Harcus Wealth Management LLC1,797$593K0.32%+713F-HRTimeline
Sovran Advisors, LLC2,014$593K0.08%-6913F-HRTimeline
New Century Financial Group, LLC1,790$590K0.68%-35713F-HRTimeline
Benchmark Wealth Management, LLC1,787$589K0.29%+113F-HRTimeline
Grove Bank & Trust1,786$589K0.08%+40013F-HRTimeline
Lakeside Advisors, INC.1,786$589K0.39%+113F-HRTimeline
Operose Advisors LLC1,785$589K0.19%+513F-HRTimeline
Global Assets Advisory, LLC1,950$589K0.11%+1,30013F-HRTimeline
TFG Advisers LLC1,783$588K0.21%-5113F-HRTimeline
SANDERS MORRIS HARRIS LLC1,775$585K0.09%013F-HRTimeline
Stonebridge Capital Advisors LLC1,774$585K0.05%-6313F-HRTimeline
Charter Oak Capital Management, LLC1,771$584K0.05%+2013F-HRTimeline
Lakeridge Wealth Management LLC1,770$584K0.29%+4413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,770$584K0.28%-24613F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,886$583K0.11%+68913F-HRTimeline
APPLETON PARTNERS INC/MA1,768$583K0.05%+12613F-HRTimeline
Moment Partners, LLC1,760$580K0.12%013F-HRTimeline
Wealth Quarterback LLC1,758$580K0.33%-1,22013F-HRTimeline