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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,485 managers (3,543 13F filers) reported a position in CAT shares at 2025-12-31, 330,023,875 shares in all. 280 filers opened a position and 94 filers sold out during the quarter.

Managers
3,485
13F filers
3,543
New
280
Added
1,229
Reduced
1,305
Sold out
94
Shares held by filers
330,023,875

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Peregrine Asset Advisers, Inc.2,619$1.5M0.42%-1,23213F-HRTimeline
Key Financial Inc2,618$1.5M0.27%-5013F-HRTimeline
Intellectus Partners, LLC2,617$1.5M0.29%-2,87913F-HRTimeline
Paragon Capital Management LLC2,616$1.5M0.76%+1613F-HRTimeline
SAXON INTERESTS, INC.2,608$1.49M0.53%-11713F-HRTimeline
Brucke Financial, Inc.2,608$1.49M0.82%-20213F-HRTimeline
Arrowroot Family Office, LLC2,608$1.49M0.54%-8313F-HRTimeline
Indivisible Partners2,605$1.49M0.16%13F-HRTimeline
Addison Capital Co2,581$1.48M0.37%+113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,580$1.48M0.21%13F-HRTimeline
Legacy Wealth Asset Management, LLC2,578$1.48M0.36%-10713F-HRTimeline
Resonant Capital Advisors, LLC2,576$1.48M0.08%+1513F-HRTimeline
Tidemark, LLC2,576$1.48M0.42%-51013F-HRTimeline
Tradition Wealth Management, LLC2,574$1.47M0.11%+3113F-HRTimeline
Global Financial Private Client, LLC2,572$1.47M0.52%+1013F-HRTimeline
ATWOOD & PALMER INC2,565$1.47M0.08%013F-HRTimeline
CVA Family Office, LLC2,561$1.47M0.17%+1013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC2,555$1.46M0.82%-1,24313F-HRTimeline
Cove Private Wealth, LLC2,553$1.46M0.44%+19413F-HRTimeline
Marks Group Wealth Management, Inc2,552$1.46M0.14%+26413F-HRTimeline
TOWER TRUST & INVESTMENT Co2,548$1.46M0.92%+36013F-HRTimeline
Gleason Group, Inc.2,548$1.46M0.14%-1413F-HRTimeline
Elyxium Wealth, LLC2,542$1.46M0.42%+3513F-HRTimeline
Acropolis Investment Management, LLC2,540$1.46M0.07%+13813F-HRTimeline
ASPIRIANT, LLC2,537$1.45M0.04%+6113F-HRTimeline
O'Brien Wealth Partners LLC2,535$1.45M0.19%013F-HRTimeline
Keystone Financial Group2,535$1.45M0.11%+8813F-HRTimeline
Whalen Wealth Management Inc.2,531$1.45M0.78%+2,02813F-HRTimeline
Generali Investments, Management Co LLC2,529$1.45M0.29%-12113F-HRTimeline
Edgestream Partners, L.P.2,527$1.45M0.04%-5,91913F-HRTimeline
Shoker Investment Counsel, Inc.2,526$1.45M0.42%+413F-HRTimeline
Heritage Wealth Advisors2,523$1.45M0.06%-4513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,514$1.44M0.52%+29413F-HRTimelineGroup
ROGCO, LP2,511$1.44M0.48%-2613F-HRTimeline
Wealth Watch Advisors, INC2,509$1.44M0.53%+213F-HRTimeline
YANKCOM Partnership2,507$1.44M0.61%+18713F-HRTimeline
TrustBankin group TrustBank2,506$1.44M0.6%13F-HRTimelineGroup
Sippican Capital Advisors2,500$1.43M0.92%013F-HRTimeline
Slocum, Gordon & Co LLP2,500$1.43M1.04%013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,497$1.43M0.79%-3413F-HRTimeline
Northstar Group, Inc.2,486$1.42M0.19%013F-HRTimeline
INTRUST BANK NA2,483$1.42M0.12%+713F-HRTimeline
White Lighthouse Investment Management …2,471$1.42M0.2%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,470$1.42M0.08%+2,02713F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC2,470$1.41M0.53%-2,05513F-HRTimeline
Reynders McVeigh Capital Management, LLC2,465$1.41M0.07%-113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,465$1.41M0.17%-22813F-HRTimeline
One Capital Management, LLC2,459$1.41M0.04%+13813F-HRTimeline
Sun Financial Inc2,455$1.41M0.78%13F-HRTimeline
Prosperitas Financial LLC2,454$1.41M0.55%-25413F-HRTimeline
Fiduciary Group, LLC2,450$1.4M0.12%013F-HRTimeline
E&G Advisors, LLC2,444$1.4M0.31%+10013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,190$1.4M0.01%-24013F-HRTimeline
Arbor Wealth Advisors LLC2,437$1.4M0.99%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,436$1.4M0.52%-1413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,434$1.39M0.04%013F-HRTimeline
Leisure Capital Management2,433$1.39M0.46%+95913F-HRTimeline
Blackhawk Capital Partners, LLC2,429$1.39M0.52%-77413F-HRTimeline
BankChampaign, National Association2,427$1.39M1.37%13F-HRTimeline
Greenwich Wealth Management LLC2,427$1.39M0.06%-2913F-HRTimeline
Strategic Investment Advisors / MI2,425$1.39M0.12%+63013F-HRTimeline
Shepherd Street Advisors LLC2,422$1.39M1.33%13F-HRTimeline
Alteri Wealth LLC2,413$1.38M0.45%+86213F-HRTimeline
BSW Wealth Partners2,413$1.38M0.17%-8713F-HRTimeline
Wellspring Financial Advisors, LLC2,409$1.38M0.11%+1,85013F-HRTimeline
HARRIS ASSOCIATES L P2,408$1.38M<0.01%013F-HRTimeline
Caption Management, LLC2,400$1.37M0.06%new13F-HRTimeline
71 West Capital Partners2,400$1.37M0.06%13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,398$1.37M0.06%+10013F-HRTimeline
AAFMAA Wealth Management & Trust LLC2,395$1.37M0.54%-1,37013F-HRTimeline
Seelaus Asset Management LLC2,383$1.37M1.08%-7513F-HRTimeline
Independence Bank of Kentucky2,383$1.37M0.17%+16413F-HRTimeline
Sompo Asset Management Co., Ltd.2,380$1.36M0.23%-7013F-HRTimeline
SJS Investment Consulting Inc.2,374$1.36M0.17%+5513F-HRTimeline
Astoria Portfolio Advisors LLC.1,797$1.36M0.31%+25413F-HRTimeline
Capital Planning Advisors, LLC2,372$1.36M0.18%-19613F-HRTimeline
Quadrant Private Wealth Management, LLC2,371$1.36M0.22%+19513F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,368$1.36M0.36%+60313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,365$1.35M0.24%new13F-HRTimeline
Lincoln Capital LLC2,355$1.35M0.24%013F-HRTimeline
WAYCROSS PARTNERS, LLC2,350$1.35M0.11%-35013F-HRTimeline
Interchange Capital Partners, LLC2,345$1.34M0.25%+75413F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,341$1.34M0.09%-12113F-HRTimeline
Campbell & CO Investment Adviser LLC2,341$1.34M0.06%new13F-HRTimeline
REDW Wealth LLC2,337$1.34M0.51%-8113F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.2,335$1.34M1.25%13F-HRTimeline
United Asset Strategies, Inc.2,334$1.34M0.1%-13213F-HRTimeline
Constitution Capital LLC2,330$1.33M0.63%+10013F-HRTimeline
Chesley Taft & Associates LLC2,326$1.33M0.05%+1,24913F-HRTimeline
Pine Haven Investment Counsel, Inc2,324$1.33M0.95%-4313F-HRTimeline
CALTON & ASSOCIATES, INC.2,309$1.32M0.19%+11513F-HRTimeline
PUZO MICHAEL J2,300$1.32M0.36%013F-HRTimeline
KKM Financial LLC2,297$1.32M0.23%-12513F-HRTimeline
LFG Wealth Partners, LLC2,293$1.31M0.84%13F-HRTimeline
SWEENEY & MICHEL, LLC1,691$1.31M0.39%+5313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,284$1.31M0.22%13F-HRTimeline
Retirement Planning Group, LLC2,283$1.31M0.04%+6613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,281$1.31M0.14%-10913F-HRTimeline
Capital Advantage, Inc.2,280$1.31M0.18%+1213F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,280$1.31M0.3%013F-HRTimeline
GHP Investment Advisors, Inc.2,276$1.3M0.05%-1013F-HRTimeline
Performance Wealth Partners, LLC2,273$1.3M0.04%-1,32213F-HRTimeline
SageView Advisory Group, LLC2,272$1.3M0.04%+26913F-HRTimeline
Goepper Burkhardt LLC2,267$1.3M0.42%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,266$1.3M0.78%new13F-HRTimeline
Beverly Hills Private Wealth, LLC2,266$1.3M0.22%-813F-HR/ATimeline
Intellus Advisors LLC2,265$1.3M0.17%+1,01613F-HRTimeline
KPP Advisory Services LLC2,262$1.3M0.19%-2613F-HRTimeline
2UniFi Bank2,260$1.29M0.61%+4213F-HRTimeline
TMB Capital Partners, LLC2,258$1.29M0.44%13F-HRTimeline
Lombard Odier Asset Management (USA) Co…2,250$1.29M0.52%new13F-HRTimeline
Platform Technology Partners2,249$1.29M0.27%-6013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,246$1.29M0.17%-5513F-HRTimeline
WFA of San Diego, LLC2,246$1.29M0.94%-11513F-HRTimeline
August Group Capital Ltd2,238$1.28M1.42%13F-HRTimeline
Clarus Wealth Advisors2,013$1.28M0.53%-32213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,234$1.28M0.59%13F-HRTimeline
SHP Wealth Management2,235$1.28M0.1%13F-HRTimeline
Legacy Private Trust Co.2,231$1.28M0.08%-1513F-HRTimeline
West Family Investments, Inc.2,227$1.28M0.3%-13813F-HRTimeline
TRUE Private Wealth Advisors2,226$1.28M0.13%-14313F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,222$1.27M0.59%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation2,204$1.27M0.01%-61213F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,219$1.27M0.03%+9413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,219$1.27M0.15%+1,59713F-HRTimelineGroup
FIDUCIARY FAMILY OFFICE, LLC2,217$1.27M0.37%-9513F-HRTimeline
CFO CAPITAL MANAGEMENT LLC2,215$1.27M0.95%13F-HRTimeline
FINANCIAL CONSULATE, INC2,213$1.27M0.17%+2213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,214$1.27M0.04%-7713F-HRTimelineGroup
RM Financial Services, LLC2,213$1.27M1.13%13F-HRTimeline
ROI Financial Advisors, LLC2,209$1.27M0.73%+23313F-HRTimeline
Horizon Wealth Management, LLC2,208$1.26M0.2%+213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,701$1.26M0.49%+14513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,200$1.26M0.42%-113F-HRTimeline
KIECKHEFER GROUP LLC2,200$1.26M0.6%new13F-HRTimeline
Wayfinding Financial, LLC2,195$1.26M0.53%-9513F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,189$1.25M0.16%-36513F-HRTimeline
Latitude Advisors, LLC2,188$1.25M0.55%-3413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,186$1.25M0.74%-7113F-HRTimeline
TFR Capital, LLC.2,185$1.25M0.41%+3413F-HRTimeline
Cercano Management LLC2,180$1.25M0.05%013F-HRTimeline
Soltis Investment Advisors LLC2,173$1.25M0.08%+313F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC2,173$1.24M0.09%+1,46913F-HR/ATimeline
LVM CAPITAL MANAGEMENT LTD/MI2,166$1.24M0.12%-3013F-HRTimeline
Icon Wealth Advisors, LLC2,159$1.24M0.08%+46313F-HRTimeline
Patton Albertson Miller Group, LLC2,162$1.24M0.15%-2013F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,162$1.24M0.04%+1,22113F-HRTimeline
Fiduciary Alliance LLC2,161$1.24M0.08%+6613F-HRTimeline
Baker Ellis Asset Management LLC2,157$1.24M0.15%+54913F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,157$1.24M0.58%-10013F-HRTimeline
Retirement Planning Co of New England, …2,156$1.23M0.5%-25513F-HRTimeline
Windsor Capital Management, LLC2,155$1.23M0.34%+113F-HRTimeline
MEANS INVESTMENT CO., INC.2,153$1.23M0.1%-12213F-HRTimeline
Aberdeen Wealth Management LLC2,153$1.23M0.57%-3013F-HRTimeline
Schonfeld Strategic Advisors LLC2,150$1.23M0.01%-56,26013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,141$1.23M0.12%+4213F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.2,130$1.22M0.36%13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,128$1.22M0.09%+4813F-HRTimeline
McAdam, LLC2,123$1.22M0.06%+5213F-HRTimeline
W ADVISORS, LLC2,112$1.21M0.61%+513F-HRTimeline
Martin Capital Advisors, LLP2,111$1.21M0.71%013F-HRTimeline
Bill Few Associates, Inc.2,109$1.21M0.3%-19113F-HRTimeline
Thrive Wealth Management, LLC2,104$1.21M0.18%+21413F-HRTimeline
Sovereign Financial Group, Inc.2,100$1.2M0.21%+5113F-HRTimeline
Mechanics Bank Trust Department2,100$1.2M0.16%-3013F-HRTimeline
FIRST AMERICAN BANK2,097$1.2M0.07%013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,094$1.2M0.19%-5913F-HRTimeline
LaSalle St. Investment Advisors, LLC2,090$1.2M0.19%+2313F-HRTimeline
Cascades Capital Asset Management, LLC2,088$1.2M0.5%-5113F-HRTimeline
Austin Private Wealth, LLC2,081$1.19M0.09%-10413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd2,077$1.19M0.02%+42013F-HRTimelineGroup
NVWM, LLC2,076$1.19M0.26%+113F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,075$1.19M0.06%+13513F-HRTimeline
Winthrop Advisory Group LLC2,078$1.19M0.1%+3013F-HR/ATimeline
LifePlan Financial, LLC2,068$1.18M0.91%-10313F-HRTimeline
AF Advisors, Inc.2,063$1.18M0.45%+213F-HRTimeline
Sage Investment Counsel LLC2,061$1.18M1.3%+113F-HRTimeline
MIRAMONTES CAPITAL, LLC2,059$1.18M0.4%13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,056$1.18M0.52%+113F-HRTimeline
Pines Wealth Management, LLC2,055$1.18M0.38%+14913F-HRTimeline
Asset Advisory Group, Inc.2,054$1.18M0.59%13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,052$1.18M0.18%-2513F-HRTimeline
Legacy Capital Group California, Inc.2,048$1.17M0.28%-46413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,042$1.17M0.19%-2713F-HRTimelineGroup
Regal Investment Advisors LLC2,042$1.17M0.07%+61013F-HRTimeline
Beacon Financial Advisory LLC2,041$1.17M0.27%+813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,040$1.17M0.08%-27713F-HRTimeline
Jacksonville Wealth Management, LLC2,038$1.17M0.83%+2313F-HRTimeline
Obermeyer Wealth Partners2,037$1.17M0.05%-3113F-HRTimeline
DOLIVER ADVISORS, LP2,035$1.17M0.29%-11713F-HRTimeline
SmartHarvest Portfolios, LLC2,031$1.16M0.4%13F-HRTimeline
NCM Capital Management, LLC2,030$1.16M0.43%013F-HRTimeline
Advyzon Investment Management, LLC2,026$1.16M0.13%+1,57313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,025$1.16M0.31%+2613F-HRTimeline
Adelphi Trust Co2,022$1.16M0.95%13F-HRTimeline
Marion Wealth Management1,842$1.15M0.26%-33713F-HRTimeline
626 Financial, LLC2,014$1.15M0.5%-1113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,012$1.15M0.08%-1613F-HRTimeline
Claris Financial LLC2,009$1.15M0.61%+4713F-HRTimeline
Arcataur Capital Management LLC2,005$1.15M0.33%-513F-HRTimeline