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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

2,979 managers (3,024 13F filers) reported a position in CAT shares at 2025-06-30, 330,158,046 shares in all. 240 filers opened a position and 126 filers sold out during the quarter.

Managers
2,979
13F filers
3,024
New
240
Added
1,151
Reduced
1,121
Sold out
126
Shares held by filers
330,158,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
REDW Wealth LLC2,418$939K0.37%013F-HRTimeline
Pine Haven Investment Counsel, Inc2,417$938K0.74%-913F-HRTimeline
Belpointe Asset Management LLC2,416$938K0.04%+18913F-HRTimeline
BSW Wealth Partners2,414$937K0.13%-1113F-HRTimeline
Addison Advisors LLC2,391$928K0.23%+19213F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,391$928K0.33%013F-HRTimelineGroup
PUZO MICHAEL J2,390$928K0.26%-10013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,384$925K0.07%-5213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,372$921K<0.01%-1313F-HRTimelineGroup
Grandview Asset Management LLC2,365$918K0.29%-2213F-HRTimeline
WFA of San Diego, LLC2,361$917K0.67%13F-HRTimeline
Cove Private Wealth, LLC2,359$916K0.32%+70413F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,345$910K0.25%013F-HRTimeline
E&G Advisors, LLC2,342$909K0.24%013F-HRTimeline
Retirement Planning Co of New England, …2,338$908K0.4%+313F-HRTimeline
SAXON INTERESTS, INC.2,752$907K0.42%013F-HRTimeline
Lincoln Capital LLC2,334$905K0.17%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,322$901K0.01%-10,58013F-HRTimeline
Latitude Advisors, LLC2,314$898K0.45%+27813F-HRTimeline
Archer Investment Corp2,313$898K0.21%+713F-HRTimeline
Bill Few Associates, Inc.2,313$898K0.25%+13713F-HRTimeline
Guardian Wealth Management, Inc.2,311$897K0.6%-513F-HRTimeline
180 WEALTH ADVISORS, LLC2,307$896K0.12%-3613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,301$894K0.13%+113F-HRTimeline
Platform Technology Partners2,301$893K0.23%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,298$892K0.04%-4813F-HRTimeline
GHP Investment Advisors, Inc.2,287$888K0.04%013F-HRTimeline
Canandaigua National Trust Co of Florida2,275$883K0.63%new13F-HRTimeline
Fiduciary Group, LLC2,273$882K0.08%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,271$882K0.08%-2113F-HRTimeline
Goepper Burkhardt LLC2,267$880K0.32%+10713F-HRTimeline
Capital Advantage, Inc.2,264$879K0.14%-10713F-HRTimeline
YANKCOM Partnership2,261$878K0.43%+8513F-HRTimeline
KPP Advisory Services LLC2,258$877K0.14%+7413F-HR/ATimeline
OAK HILL WEALTH ADVISORS, LLC2,219$875K0.18%+25013F-HRTimeline
Proficio Capital Partners LLC2,250$873K0.05%+2613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,246$872K0.09%-2513F-HRTimeline
One Capital Management, LLC2,246$872K0.03%+23313F-HRTimeline
Legacy Financial Advisors, Inc.2,239$869K0.14%+8313F-HRTimeline
TFR Capital, LLC.2,236$868K0.31%+18313F-HR/ATimeline
Olistico Wealth, LLC2,235$868K0.48%+70513F-HRTimeline
RATIONAL ADVISORS, INC.2,233$867K0.09%-32413F-HRTimeline
NVWM, LLC2,233$867K0.21%+1913F-HRTimeline
Cranbrook Wealth Management, LLC2,228$865K0.18%013F-HRTimeline
Sound Income Strategies, LLC2,226$864K0.05%+61813F-HRTimeline
Acropolis Investment Management, LLC2,222$863K0.05%+713F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,222$863K0.44%013F-HRTimeline
Constitution Capital LLC2,218$861K0.44%-1,00013F-HRTimeline
Independence Bank of Kentucky2,214$859K0.12%+4213F-HRTimeline
Austin Private Wealth, LLC2,205$856K0.07%+8113F-HRTimeline
Horizon Wealth Management, LLC2,203$855K0.15%-1913F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,202$855K0.42%-59813F-HRTimeline
Cetera Trust Company, N.A2,198$853K0.51%013F-HRTimeline
DOLIVER ADVISORS, LP2,196$853K0.23%+18213F-HRTimeline
Quadrant Private Wealth Management, LLC2,186$849K0.18%-2113F-HRTimeline
Aberdeen Wealth Management LLC2,183$847K0.56%013F-HRTimeline
Cercano Management LLC2,180$846K0.02%013F-HRTimeline
Mechanics Bank Trust Department2,180$846K0.12%-7013F-HRTimeline
Tyler-Stone Wealth Management2,178$846K0.14%-213F-HRTimeline
Windsor Capital Management, LLC2,178$845K0.25%-12013F-HRTimeline
Marion Wealth Management2,174$844K0.21%+613F-HRTimeline
West Family Investments, Inc.2,162$839K0.22%+50013F-HRTimeline
Cascades Capital Asset Management, LLC2,159$838K0.43%-9613F-HRTimeline
KFA Private Wealth Group, LLC2,155$837K0.26%-6113F-HRTimeline
L.M. KOHN & COMPANY2,155$837K0.23%-35013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,153$836K0.06%+5013F-HRTimeline
WULFF, HANSEN & CO.2,145$833K0.71%013F-HRTimeline
Fiduciary Alliance LLC2,144$832K0.06%+51213F-HRTimeline
Grey Ledge Advisors, LLC2,143$832K0.2%+2613F-HRTimeline
Smith Anglin Financial, LLC2,142$832K0.08%+3613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,123$824K0.14%-3713F-HRTimeline
Calydon Capital2,118$822K0.08%+1,36313F-HRTimeline
Marks Group Wealth Management, Inc2,115$821K0.08%+2113F-HRTimeline
Martin Capital Advisors, LLP2,111$820K0.53%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,111$819K0.06%-16113F-HRTimeline
CFS Investment Advisory Services, LLC2,110$819K0.07%+5413F-HRTimeline
Cassaday & Co Wealth Management LLC2,103$816K0.02%+513F-HRTimeline
HAMEL ASSOCIATES, INC.2,098$816K0.28%-13013F-HRTimeline
W ADVISORS, LLC2,101$816K0.47%-6213F-HRTimeline
Financial Engines Advisors L.L.C.2,097$814K<0.01%+57013F-HRTimeline
FIRST AMERICAN BANK2,097$814K0.06%-1213F-HRTimeline
Veracity Capital LLC2,094$813K0.28%-23413F-HRTimeline
First Financial Bankshares Inc2,091$812K0.02%+13513F-HRTimeline
Future Fund LLC2,089$811K0.36%-35713F-HRTimeline
Zullo Investment Group, Inc.2,084$809K0.33%+5213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,081$808K0.17%+71213F-HRTimeline
Sender Co & Partners, Inc.2,078$807K0.23%new13F-HRTimeline
Tarbox Family Office, Inc.2,077$806K0.12%+913F-HRTimeline
Obermeyer Wealth Partners2,076$806K0.04%+10713F-HRTimeline
Sage Investment Counsel LLC2,075$805K0.93%+113F-HRTimeline
Fairvoy Private Wealth, LLC2,071$804K0.2%-4113F-HRTimeline
MBL Wealth, LLC2,071$804K0.08%+9213F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,069$803K0.4%-1413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,069$803K0.17%013F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC2,064$801K0.05%-4313F-HRTimeline
Beacon Financial Advisory LLC2,064$801K0.21%+8513F-HRTimeline
Shoker Investment Counsel, Inc.2,063$801K0.25%+6613F-HRTimeline
McElhenny Sheffield Capital Management,…2,062$800K0.21%013F-HR/ATimeline
AF Advisors, Inc.2,061$800K0.28%013F-HRTimeline
Cadence Bank2,061$800K0.05%-713F-HRTimeline
INTRUST BANK NA2,059$799K0.07%-7013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,056$798K0.34%-7113F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC2,049$795K0.26%-14713F-HRTimeline
Winthrop Advisory Group LLC2,045$794K0.08%+3013F-HRTimeline
Soltis Investment Advisors LLC2,043$793K0.06%+46513F-HRTimeline
LaSalle St. Investment Advisors, LLC2,041$792K0.22%-20413F-HRTimeline
626 Financial, LLC2,033$789K0.37%013F-HR/ATimeline
NCM Capital Management, LLC2,030$788K0.32%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,025$786K0.11%+313F-HRTimeline
TCV Trust & Wealth Management, Inc.2,025$786K0.07%+613F-HRTimeline
2UniFi Bank2,023$785K0.45%+34513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,019$784K0.07%013F-HRTimelineGroup
Jacksonville Wealth Management, LLC2,014$782K0.63%+10713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…1,874$782K0.53%-65113F-HRTimeline
Patten Group, Inc.2,006$779K0.16%+16313F-HRTimeline
NWF Advisory Services Inc.2,003$778K0.09%new13F-HRTimeline
Sovereign Financial Group, Inc.2,001$777K0.16%+1413F-HRTimeline
Revisor Wealth Management LLC1,911$777K0.28%-5413F-HRTimeline
SAYBROOK CAPITAL /NC2,000$776K0.22%013F-HRTimeline
PENN DAVIS MCFARLAND INC2,000$776K0.09%+40013F-HRTimeline
KG Capital Management2,029$775K0.23%-2,81913F-HRTimeline
Global X Japan Co., Ltd.1,995$774K0.08%+51013F-HRTimeline
Lester Murray Antman dba SimplyRich1,996$774K0.22%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,990$773K0.22%+10313F-HRTimeline
Northside Capital Management, LLC1,985$771K0.06%+93213F-HRTimeline
Jackson Hole Capital Partners, LLC1,983$770K0.14%013F-HRTimeline
Sterling Wealth Management, Inc.1,982$769K0.26%13F-HRTimeline
Summit Wealth Partners, LLC1,982$769K0.15%+30813F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,981$769K0.29%+1513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,981$769K0.41%-313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,981$769K0.54%+32313F-HRTimeline
Montz Harcus Wealth Management LLC1,980$769K0.37%+18313F-HRTimeline
Beaumont Financial Advisors, LLC1,975$767K0.06%+2313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,973$766K0.05%-55113F-HRTimeline
3Chopt Investment Partners, LLC1,970$765K0.18%-21113F-HRTimeline
Peregrine Asset Advisers, Inc.1,967$763K0.24%-12,68913F-HRTimeline
DMC Group, LLC1,965$763K0.59%-68313F-HRTimeline
Bogart Wealth, LLC1,959$760K0.03%-27,29113F-HRTimeline
TrinityBridge Ltd1,957$759K0.02%-2113F-HRTimeline
Sterling Investment Advisors, Ltd.1,950$757K0.17%+10513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,947$756K0.05%+9313F-HRTimeline
Icon Wealth Advisors, LLC1,945$755K0.05%+11513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,941$754K0.19%+89813F-HRTimeline
Inscription Capital, LLC1,941$754K0.11%-1,79113F-HRTimeline
Guardian Asset Advisors, LLC1,934$751K0.43%-613F-HRTimeline
Horst & Graben Wealth Management LLC1,934$751K0.12%-813F-HRTimeline
WEALTH ALLIANCE, LLC1,931$750K0.08%+30713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,913$748K0.14%+85713F-HRTimeline
Trivium Point Advisory, LLC1,926$748K0.08%+1,09913F-HRTimeline
Main Street Research LLC1,926$748K0.05%-96,63613F-HRTimeline
Bedel Financial Consulting, Inc.1,923$747K0.1%-2513F-HRTimeline
Patriot Financial Group Insurance Agenc…1,920$745K0.09%+1113F-HRTimeline
Capital Markets Trading UK LLP1,914$743K0.84%new13F-HRTimeline
Breakwater Capital Group1,913$743K0.12%+7313F-HRTimeline
Thrive Wealth Management, LLC1,904$739K0.12%+1513F-HRTimeline
HALL LAURIE J TRUSTEE1,903$739K0.24%-83013F-HRTimeline
BANTAMAC CAPITAL, LLC1,900$738K0.26%-14913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,897$736K0.16%new13F-HRTimeline
J2 Capital Management Inc1,890$734K0.58%+66713F-HRTimeline
BlueSky Wealth Advisors, LLC1,890$734K0.11%-5213F-HRTimeline
Opal Wealth Advisors, LLC1,885$732K0.2%+18013F-HRTimeline
Centurion Wealth Management LLC1,883$731K0.21%+7313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,881$730K0.08%-1013F-HRTimeline
AlphaStar Capital Management, LLC1,880$730K0.05%new13F-HRTimeline
Garner Asset Management Corp1,874$727K0.34%-41713F-HRTimeline
McAdam, LLC1,872$727K0.04%+2913F-HRTimeline
Pines Wealth Management, LLC1,825$726K0.26%+29213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,869$725K0.31%+113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,868$725K0.13%-5013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,868$725K0.04%-1313F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA1,867$725K0.05%-8813F-HRTimeline
Purkiss Capital Advisors LLC1,866$724K0.4%+15013F-HRTimeline
Van Hulzen Asset Management, LLC1,864$724K0.06%+41513F-HRTimeline
Deseret Mutual Benefit Administrators1,859$722K0.34%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,856$721K0.03%+35813F-HRTimeline
Pacifica Partners Inc.1,866$718K0.29%+6413F-HRTimeline
Copperwynd Financial, LLC1,849$718K0.18%-65513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,845$716K<0.01%new13F-HRTimelineGroup
Summit Financial Strategies, Inc.1,845$716K0.07%-3313F-HRTimeline
Westmount Partners, LLC1,838$713K0.2%+413F-HRTimeline
Raleigh Capital Management Inc.1,837$713K0.3%-8513F-HRTimeline
VICUS CAPITAL1,836$713K0.06%+28313F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,829$710K0.03%-9213F-HRTimeline
Impact Capital Partners LLC1,825$708K0.23%+9813F-HRTimeline
FAGAN ASSOCIATES, INC.1,820$707K0.11%-7513F-HRTimeline
Strategic Investment Advisors / MI1,816$705K0.07%+12013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,815$705K0.36%013F-HRTimeline
Meriwether Wealth & Planning, LLC1,815$705K0.44%-313F-HRTimeline
CTC Alternative Strategies, Ltd.1,810$703K0.61%new13F-HRTimeline
Lakewood Asset Management LLC1,803$700K0.47%+213F-HRTimeline
Worth Financial Advisory Group, LLC1,803$700K0.43%-18713F-HRTimeline
Aprio Wealth Management, LLC1,800$699K0.08%-15813F-HRTimeline
Violich Capital Management, Inc.1,800$699K0.1%new13F-HRTimeline
Paulson Wealth Management Inc.1,794$696K0.18%-8313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,806$696K0.02%-1,11013F-HRTimelineGroup
Operose Advisors LLC1,789$695K0.2%+413F-HRTimeline
Benchmark Wealth Management, LLC1,788$694K0.31%+113F-HRTimeline
Lakeside Advisors, INC.1,786$693K0.45%013F-HRTimeline
TFG Advisers LLC1,785$693K0.24%+213F-HRTimeline
Taylor Financial Group, Inc.1,779$691K0.43%-2613F-HRTimeline