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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,102 managers (3,151 13F filers) reported a position in CAT shares at 2025-09-30, 333,308,255 shares in all. 266 filers opened a position and 121 filers sold out during the quarter.

Managers
3,102
13F filers
3,151
New
266
Added
1,149
Reduced
1,200
Sold out
121
Shares held by filers
333,308,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FIDUCIARY FAMILY OFFICE, LLC2,312$1.1M0.31%-48713F-HRTimeline
Platform Technology Partners2,309$1.1M0.26%+813F-HRTimeline
Guardian Wealth Management, Inc.2,307$1.1M0.65%-413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC2,306$1.1M0.31%+1,69313F-HRTimeline
Bill Few Associates, Inc.2,300$1.1M0.28%-1313F-HRTimeline
PUZO MICHAEL J2,300$1.1M0.3%-9013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,301$1.1M0.15%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,298$1.1M0.04%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,292$1.09M0.13%-1513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,291$1.09M0.03%-46113F-HRTimelineGroup
Wayfinding Financial, LLC2,290$1.09M0.47%-213F-HRTimeline
KPP Advisory Services LLC2,288$1.09M0.16%+3013F-HRTimeline
Marks Group Wealth Management, Inc2,288$1.09M0.1%+17313F-HRTimeline
GHP Investment Advisors, Inc.2,286$1.09M0.05%-113F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,280$1.09M0.27%-6513F-HRTimeline
Verity Asset Management, Inc.2,276$1.09M0.35%+98113F-HRTimeline
MEANS INVESTMENT CO., INC.2,275$1.09M0.09%+413F-HRTimeline
Beverly Hills Private Wealth, LLC2,274$1.08M0.19%-25013F-HRTimeline
Capital Advantage, Inc.2,268$1.08M0.16%+413F-HRTimeline
Goepper Burkhardt LLC2,267$1.08M0.37%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,264$1.08M0.07%+20013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,257$1.08M0.67%+27613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,257$1.08M0.49%+5513F-HRTimeline
Sienna Gestion2,464$1.07M0.07%-30,17413F-HRTimeline
Sound Income Strategies, LLC2,142$1.07M0.06%-8413F-HRTimeline
Legacy Private Trust Co.2,246$1.07M0.06%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,746$1.07M0.37%013F-HRTimeline
Constitution Capital LLC2,230$1.06M0.5%+1213F-HRTimeline
Cranbrook Wealth Management, LLC2,228$1.06M0.21%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,222$1.06M0.51%013F-HRTimeline
Latitude Advisors, LLC2,222$1.06M0.48%-9213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,220$1.06M0.39%+16413F-HRTimelineGroup
Independence Bank of Kentucky2,219$1.06M0.14%+513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC2,219$1.06M0.2%013F-HRTimeline
2UniFi Bank2,218$1.06M0.53%+19513F-HRTimeline
Retirement Planning Group, LLC2,217$1.06M0.04%+79613F-HRTimeline
Horizon Wealth Management, LLC2,206$1.05M0.15%+313F-HRTimeline
Canandaigua National Trust Co of Florida2,204$1.05M0.83%-7113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,201$1.05M0.25%-33313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,196$1.05M0.1%-5013F-HRTimeline
CALTON & ASSOCIATES, INC.2,194$1.05M0.16%-29113F-HRTimeline
FINANCIAL CONSULATE, INC2,191$1.05M0.15%new13F-HRTimeline
RFP Financial Group LLC2,333$1.05M0.43%-52613F-HRTimeline
TOWER TRUST & INVESTMENT Co2,188$1.04M0.7%+1,63113F-HRTimeline
Austin Private Wealth, LLC2,185$1.04M0.08%-2013F-HRTimeline
Aberdeen Wealth Management LLC2,183$1.04M0.65%013F-HRTimeline
Patton Albertson Miller Group, LLC2,182$1.04M0.13%-3,10713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,182$1.04M0.05%+94013F-HRTimeline
Sepio Capital, LP2,181$1.04M0.06%+76113F-HRTimeline
Cercano Management LLC2,180$1.04M0.04%013F-HRTimeline
Marion Wealth Management2,179$1.04M0.25%+513F-HRTimeline
Quadrant Private Wealth Management, LLC2,176$1.04M0.19%-1013F-HRTimeline
Financial Engines Advisors L.L.C.2,175$1.04M<0.01%+7813F-HRTimeline
LifePlan Financial, LLC2,171$1.04M0.82%+1,29813F-HRTimeline
Soltis Investment Advisors LLC2,170$1.04M0.07%+12713F-HRTimeline
GTS SECURITIES LLC2,166$1.03M0.04%new13F-HRTimeline
Quantitative Investment Management, LLC2,161$1.03M0.14%new13F-HRTimeline
Windsor Capital Management, LLC2,154$1.03M0.28%-2413F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,153$1.03M0.16%013F-HRTimeline
DOLIVER ADVISORS, LP2,152$1.03M0.27%-4413F-HRTimeline
TFR Capital, LLC.2,151$1.03M0.34%-8513F-HRTimeline
Atom Investors LP2,146$1.02M0.08%new13F-HRTimeline
Purkiss Capital Advisors LLC2,145$1.02M0.49%+27913F-HRTimeline
Cascades Capital Asset Management, LLC2,139$1.02M0.45%-2013F-HRTimeline
Mechanics Bank Trust Department2,130$1.02M0.14%-5013F-HRTimeline
Cassaday & Co Wealth Management LLC2,125$1.01M0.02%+2213F-HRTimeline
STABLEFORD CAPITAL II LLC2,114$1.01M0.36%-37813F-HRTimeline
McElhenny Sheffield Capital Management,…2,112$1.01M0.24%+5013F-HRTimeline
HAMEL ASSOCIATES, INC.2,122$1.01M0.31%+2413F-HRTimeline
Martin Capital Advisors, LLP2,111$1.01M0.61%013F-HRTimeline
Grey Ledge Advisors, LLC2,110$1.01M0.23%-3313F-HRTimeline
W ADVISORS, LLC2,107$1.01M0.53%+613F-HRTimeline
Montz Harcus Wealth Management LLC2,101$1M0.44%+12113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,099$1M0.11%+63213F-HRTimeline
Zullo Investment Group, Inc.2,098$1M0.37%+1413F-HRTimeline
FIRST AMERICAN BANK2,097$1M0.06%013F-HRTimeline
Future Fund LLC2,096$1M0.35%+713F-HRTimeline
Fiduciary Alliance LLC2,095$1000K0.07%-4913F-HRTimeline
BCS Wealth Management2,080$993K0.22%-35513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,080$992K0.08%-38913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,077$991K0.15%-4613F-HRTimeline
Tarbox Family Office, Inc.2,075$990K0.15%-213F-HRTimeline
NVWM, LLC2,075$990K0.22%-15813F-HRTimeline
McAdam, LLC2,071$988K0.05%+19913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,069$987K0.17%013F-HRTimelineGroup
Obermeyer Wealth Partners2,068$987K0.05%-813F-HRTimeline
LaSalle St. Investment Advisors, LLC2,067$986K0.18%+2613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,066$986K0.01%new13F-HR/ATimelineGroup
Obsidian Personal Planning Solutions LLC1,705$984K0.34%-2113F-HRTimeline
AF Advisors, Inc.2,061$983K0.4%013F-HRTimeline
Sage Investment Counsel LLC2,060$983K1.09%-1513F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,055$981K0.44%-1413F-HRTimeline
Fairvoy Private Wealth, LLC2,053$979K0.22%-1813F-HRTimeline
Inscription Capital, LLC2,053$979K0.11%+11213F-HRTimeline
Veracity Capital LLC2,052$979K0.31%-4213F-HRTimeline
Sovereign Financial Group, Inc.2,049$978K0.18%+4813F-HRTimeline
Winthrop Advisory Group LLC2,048$977K0.09%+313F-HRTimeline
Aprio Wealth Management, LLC2,040$973K0.1%+24013F-HRTimeline
Beacon Financial Advisory LLC2,033$970K0.22%-3113F-HRTimeline
NCM Capital Management, LLC2,030$969K0.38%013F-HRTimeline
Volterra Technologies LP2,029$968K0.64%+1,79413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,028$968K0.07%-8313F-HRTimeline
626 Financial, LLC2,025$966K0.43%-813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,019$963K0.08%013F-HRTimelineGroup
Jacksonville Wealth Management, LLC2,015$962K0.71%+113F-HRTimeline
Arcataur Capital Management LLC2,010$959K0.28%+45813F-HRTimeline
HBW ADVISORY SERVICES LLC2,008$958K0.11%+1,12113F-HRTimeline
SageView Advisory Group, LLC2,003$956K0.03%+53413F-HRTimeline
SAYBROOK CAPITAL /NC2,000$954K0.25%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,999$954K0.26%+913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,995$952K0.12%-3013F-HRTimeline
Lester Murray Antman dba SimplyRich1,996$952K0.26%013F-HRTimeline
Base Wealth Management LLC1,989$949K0.54%+26513F-HRTimeline
J2 Capital Management Inc1,986$948K0.71%+9613F-HRTimeline
Breakwater Capital Group1,986$948K0.14%+7313F-HRTimeline
3Chopt Investment Partners, LLC1,982$946K0.22%+1213F-HRTimeline
Summit Wealth Partners, LLC1,982$946K0.17%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,981$945K0.43%013F-HRTimeline
Connective Portfolio Management, LLC2,000$943K1.67%new13F-HRTimeline
ROI Financial Advisors, LLC1,976$943K0.56%+27913F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,973$941K0.06%013F-HRTimeline
Facet Wealth, Inc.1,971$940K0.02%+44713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,969$940K0.03%+11313F-HRTimeline
Kozak & Associates, Inc.1,701$939K0.18%+10313F-HRTimeline
Cornerstone Advisory, LLC1,964$937K0.09%+22613F-HRTimeline
Claris Financial LLC1,962$936K0.53%+30813F-HRTimeline
Patten Group, Inc.1,962$936K0.18%-4413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,961$936K0.06%+1413F-HRTimeline
DMC Group, LLC1,960$935K0.65%-513F-HRTimeline
Acropolis Investment Management, LLC2,402$933K0.05%+18013F-HRTimeline
Sterling Investment Advisors, Ltd.1,951$931K0.18%+113F-HRTimeline
Guardian Asset Advisors, LLC1,950$930K0.5%+1613F-HRTimeline
Bedel Financial Consulting, Inc.1,949$930K0.12%+2613F-HRTimeline
Sterling Wealth Management, Inc.1,943$927K0.28%-3913F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,940$926K0.05%+26713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…1,932$922K0.41%new13F-HRTimeline
Redwood Wealth Management Group, LLC1,926$919K0.39%-74313F-HRTimeline
Beaumont Financial Advisors, LLC1,925$918K0.06%-5013F-HRTimeline
KFA Private Wealth Group, LLC1,924$918K0.26%-23113F-HRTimeline
WEALTH ALLIANCE, LLC1,920$916K0.09%-1113F-HRTimeline
Horst & Graben Wealth Management LLC1,917$915K0.14%-1713F-HRTimeline
Waterloo Capital, L.P.1,909$911K0.07%+56113F-HRTimeline
Olistico Wealth, LLC1,907$910K0.48%-32813F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,906$909K0.33%-7513F-HRTimeline
Pines Wealth Management, LLC1,906$909K0.31%+8113F-HRTimeline
BANTAMAC CAPITAL, LLC1,900$907K0.69%013F-HRTimeline
Impact Capital Partners LLC1,900$907K0.27%+7513F-HRTimeline
WULFF, HANSEN & CO.1,895$904K0.78%-25013F-HRTimeline
Thrive Wealth Management, LLC1,890$902K0.14%-1413F-HRTimeline
OPINICUS CAPITAL, INC.1,885$900K0.62%+22213F-HRTimeline
Northside Capital Management, LLC1,885$899K0.08%-10013F-HRTimeline
Centurion Wealth Management LLC1,883$898K0.21%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,877$896K0.09%-413F-HRTimeline
Legacy Trust1,873$894K0.18%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,867$891K0.06%013F-HRTimeline
Garner Asset Management Corp1,865$890K0.36%-913F-HRTimeline
Stonebridge Financial Group, LLC1,864$889K0.08%+27113F-HRTimeline
AlphaQuest LLC1,864$889K0.06%+95513F-HRTimeline
Pacifica Partners Inc.1,847$888K0.32%-1913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,556$885K0.39%+5213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,854$885K0.15%-1413F-HRTimeline
Westmount Partners, LLC1,837$883K0.23%-113F-HRTimeline
Deseret Mutual Benefit Administrators1,846$881K0.37%-1313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,845$880K<0.01%013F-HRTimelineGroup
Summit Financial Strategies, Inc.1,845$880K0.08%013F-HRTimeline
LANDAAS & CO /WI /ADV1,833$875K0.2%+10013F-HRTimeline
VICUS CAPITAL1,830$873K0.07%-613F-HRTimeline
Symphony Financial, Ltd. Co.1,804$872K0.11%-11,16013F-HRTimeline
Texas Capital Bancshares Inc/TX1,827$872K0.34%-96813F-HRTimeline
Coastal Bridge Advisors, LLC1,824$870K0.07%+19013F-HRTimeline
BlueSky Wealth Advisors, LLC1,822$869K0.12%-6813F-HRTimeline
FAGAN ASSOCIATES, INC.1,820$868K0.12%013F-HRTimeline
NWF Advisory Services Inc.1,819$868K0.1%-18413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,819$868K0.04%-1013F-HRTimeline
Moment Partners, LLC1,816$867K0.15%+5613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,815$866K0.41%013F-HRTimeline
Van Hulzen Asset Management, LLC1,811$864K0.06%-5313F-HRTimeline
Sound Financial Strategies Group, LLC1,810$864K0.63%+9513F-HRTimeline
McBroom & Associates, LLC1,806$862K0.41%013F-HRTimeline
Lakewood Asset Management LLC1,805$861K0.52%+213F-HRTimeline
INCEPTIONR LLC1,801$859K0.21%new13F-HRTimeline
Violich Capital Management, Inc.1,800$859K0.1%013F-HRTimeline
Accredited Investors Inc.1,797$857K0.05%+8013F-HRTimeline
Strategic Investment Advisors / MI1,795$857K0.1%-2113F-HR/ATimeline
Operose Advisors LLC1,793$856K0.21%+413F-HRTimeline
Lakeside Advisors, INC.1,787$853K0.54%+113F-HRTimeline
Morse Asset Management, Inc1,784$851K0.17%+32013F-HRTimeline
Paulson Wealth Management Inc.1,783$851K0.2%-1113F-HRTimeline
Taylor Financial Group, Inc.1,779$849K0.49%013F-HRTimeline
Revisor Wealth Management LLC1,712$849K0.29%-19913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,777$848K0.34%+313F-HRTimeline
SANDERS MORRIS HARRIS LLC1,775$847K0.11%013F-HRTimeline
Clare Market Investments LLC1,773$846K0.17%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,768$844K0.18%-12913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,765$842K0.24%-28413F-HRTimeline
Lakeridge Wealth Management LLC1,761$840K0.37%-1013F-HRTimeline
Opal Wealth Advisors, LLC1,755$838K0.23%-13013F-HRTimeline
HALL LAURIE J TRUSTEE1,753$836K0.27%-15013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,752$836K0.06%+2913F-HRTimeline
Grove Bank & Trust1,751$835K0.1%013F-HRTimeline