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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

3,706 managers (3,773 13F filers) reported a position in CAT shares at 2026-03-31, 331,050,486 shares in all. 327 filers opened a position and 115 filers sold out during the quarter.

Managers
3,706
13F filers
3,773
New
327
Added
1,291
Reduced
1,551
Sold out
115
Shares held by filers
331,050,486

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Prestige Wealth Management Group LLC2,638$1.87M0.37%-5513F-HRTimeline
Yoffe Investment Management, LLC2,637$1.87M2.39%013F-HRTimeline
Herold Advisors, Inc.2,631$1.86M0.41%-18413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,628$1.86M0.07%+213F-HRTimeline
Linscomb Wealth, Inc.2,627$1.86M0.08%+1,09413F-HRTimeline
Tradition Wealth Management, LLC2,618$1.85M0.13%+4413F-HRTimeline
Brucke Financial, Inc.2,610$1.85M0.94%+213F-HRTimeline
Camarda Financial Advisors, LLC2,605$1.85M0.97%new13F-HRTimeline
Intellectus Partners, LLC2,602$1.84M0.38%-1513F-HRTimeline
Cherokee Insurance Co2,600$1.84M0.7%-65013F-HRTimeline
Acropolis Investment Management, LLC2,593$1.84M0.08%+5313F-HRTimeline
VEGA INVESTMENT SOLUTIONS2,591$1.84M0.44%+1,83613F-HRTimeline
Legacy Wealth Asset Management, LLC2,589$1.83M0.45%+1113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,587$1.83M0.46%-4613F-HRTimeline
Belpointe Asset Management LLC2,581$1.83M0.07%-78813F-HRTimeline
Elite Wealth Management, Inc.2,572$1.82M0.59%new13F-HRTimeline
ATWOOD & PALMER INC2,567$1.82M0.1%+213F-HRTimeline
Ullmann Wealth Partners Group, LLC2,561$1.81M0.19%-7813F-HRTimeline
Lineweaver Wealth Advisors, LLC2,560$1.81M0.24%-43713F-HRTimeline
McAdam, LLC2,553$1.81M0.08%+43013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC2,544$1.8M1.13%-35213F-HRTimeline
Retirement Planning Group, LLC2,540$1.8M0.06%+25713F-HRTimeline
Gladius Capital Management LP2,538$1.8M1.38%+2,04513F-HRTimeline
Shoker Investment Counsel, Inc.2,529$1.79M0.53%+313F-HRTimeline
Platform Technology Partners2,527$1.79M0.35%+27813F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC2,526$1.79M0.9%-24513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,525$1.79M0.18%-13813F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.2,522$1.79M1.04%+2513F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,522$1.79M0.82%new13F-HRTimeline
Wellspring Financial Advisors, LLC2,521$1.79M0.13%+11213F-HRTimeline
ROGCO, LP2,512$1.78M0.59%+113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,507$1.78M0.28%+46513F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…2,139$1.77M0.59%-6113F-HRTimeline
BURNS J W & CO INC/NY2,486$1.76M0.2%-40013F-HRTimeline
Arrowroot Family Office, LLC2,485$1.76M0.58%-12313F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,475$1.75M0.21%+1013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,470$1.75M0.63%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,468$1.75M0.08%-25513F-HRTimelineGroup
Global Trust Wealth Management LLC2,464$1.75M1.32%-49413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,462$1.74M0.15%-88313F-HRTimelineGroup
Whalen Wealth Management Inc.2,462$1.74M0.93%-6913F-HRTimeline
Bluebird Wealth Management LLC2,462$1.74M1.79%new13F-HRTimeline
Sompo Asset Management Co., Ltd.2,460$1.74M0.32%+8013F-HRTimeline
Marble Wealth, LLC2,456$1.74M0.3%-1,40713F-HRTimeline
Prosperitas Financial LLC2,454$1.74M0.65%013F-HRTimeline
Tidemark, LLC2,453$1.74M0.44%-12313F-HRTimeline
LFG Wealth Partners, LLC2,452$1.74M1.05%+15913F-HRTimeline
White Lighthouse Investment Management …2,449$1.74M0.24%-2213F-HRTimeline
E&G Advisors, LLC2,449$1.74M0.39%+513F-HRTimeline
Beverly Hills Private Wealth, LLC2,449$1.73M0.29%+18313F-HRTimeline
Realta Investment Advisors2,448$1.73M0.6%-36613F-HRTimeline
BSW Wealth Partners2,446$1.73M0.21%+3313F-HRTimeline
Leisure Capital Management2,439$1.73M0.6%+613F-HRTimeline
Souders Financial Advisors2,439$1.73M0.2%-55113F-HRTimeline
Arbor Wealth Advisors LLC2,437$1.73M1.21%013F-HRTimeline
Performance Wealth Partners, LLC2,435$1.73M0.05%+16213F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,434$1.72M0.06%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,432$1.72M0.07%+3413F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,426$1.72M0.09%+8513F-HRTimeline
WFA of San Diego, LLC2,409$1.71M1.37%+16313F-HRTimeline
Qsemble Capital Management, LP2,397$1.7M0.13%-1,22913F-HRTimeline
Marks Group Wealth Management, Inc2,394$1.7M0.16%-15813F-HRTimeline
One Capital Management, LLC2,392$1.69M0.05%-6713F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,391$1.69M0.05%+17713F-HRTimelineGroup
Seelaus Asset Management LLC2,383$1.69M1.22%013F-HRTimeline
Greenwich Wealth Management LLC2,373$1.68M0.07%-5413F-HRTimeline
Independence Bank of Kentucky2,372$1.68M0.21%-1113F-HRTimeline
Northstar Group, Inc.2,370$1.68M0.24%-11613F-HRTimeline
INTRUST BANK NA2,364$1.67M0.14%-11913F-HRTimeline
10Elms LLP2,364$1.67M1.06%+1,66513F-HRTimeline
Chesley Taft & Associates LLC2,363$1.67M0.07%+3713F-HRTimeline
Edgestream Partners, L.P.2,360$1.67M0.05%-16713F-HRTimeline
Clearstead Trust, LLC2,358$1.67M0.27%+94413F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC2,355$1.67M0.15%13F-HRTimelineGroup
Lincoln Capital LLC2,355$1.67M0.32%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,353$1.67M0.42%-1513F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.2,350$1.66M1.59%+1513F-HRTimeline
KIECKHEFER GROUP LLC2,350$1.66M0.79%+15013F-HRTimeline
2UniFi Bank2,343$1.66M0.8%+8313F-HRTimeline
Schonfeld Strategic Advisors LLC2,343$1.66M0.01%+19313F-HRTimeline
REDW Wealth LLC2,340$1.66M0.66%+313F-HRTimeline
Perpetual Ltdin group Perpetual Ltd2,338$1.66M0.03%+26113F-HRTimelineGroup
Shepherd Street Advisors LLC2,335$1.65M1.63%-8713F-HRTimeline
Constitution Capital LLC2,330$1.65M0.83%013F-HRTimeline
Versant Capital Management, Inc2,327$1.65M0.16%+55313F-HRTimeline
TOWER TRUST & INVESTMENT Co2,321$1.64M1.08%-22713F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST2,320$1.64M0.63%13F-HRTimeline
BankChampaign, National Association2,312$1.64M1.62%-11513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,309$1.64M0.95%+12313F-HRTimeline
LaSalle St. Investment Advisors, LLC2,303$1.63M0.23%+21313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,303$1.63M0.6%-13313F-HRTimeline
Hexagon Capital Partners LLC2,295$1.63M0.24%new13F-HRTimeline
United Asset Strategies, Inc.2,295$1.63M0.13%-3913F-HRTimeline
Talon Private Wealth, LLC2,294$1.62M0.22%13F-HRTimeline
TFR Capital, LLC.2,289$1.62M0.5%+10413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,284$1.62M0.18%+313F-HRTimeline
AAFMAA Wealth Management & Trust LLC2,282$1.62M0.63%-11313F-HRTimeline
Horst & Graben Wealth Management LLC1,950$1.62M0.22%+2913F-HRTimeline
Capital Advantage, Inc.2,280$1.62M0.21%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,276$1.61M0.04%-35813F-HRTimelineGroup
Advyzon Investment Management, LLC2,272$1.61M0.14%+24613F-HRTimeline
Well Done, LLC2,271$1.61M0.24%-36713F-HRTimeline
Howard Capital Management, LLC2,269$1.61M0.03%-1,62113F-HRTimeline
GHP Investment Advisors, Inc.2,266$1.61M0.07%-1013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,265$1.6M0.11%+9213F-HRTimeline
Fiduciary Group, LLC2,264$1.6M0.14%-18613F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,263$1.6M0.78%+4113F-HRTimeline
ROI Financial Advisors, LLC2,258$1.6M0.96%+4913F-HRTimeline
Legacy Private Trust Co.2,258$1.6M0.1%+2713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,258$1.6M0.21%+1213F-HRTimeline
FINANCIAL CONSULATE, INC2,257$1.6M0.2%+4413F-HRTimeline
Alteri Wealth LLC2,253$1.6M0.52%-16013F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,253$1.6M0.34%-2713F-HRTimeline
Secure Asset Management, LLC2,251$1.6M0.25%+1,34413F-HRTimeline
KPP Advisory Services LLC2,251$1.59M0.23%-1113F-HRTimeline
Buck Wealth Strategies, LLC2,238$1.59M0.2%-81313F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,232$1.58M0.19%+98613F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC2,228$1.58M0.45%+1113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,228$1.58M0.73%-613F-HRTimeline
Wealth Watch Advisors, INC2,227$1.58M0.66%-28213F-HRTimeline
Wayfinding Financial, LLC2,223$1.57M0.68%+2813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,219$1.57M0.2%013F-HRTimelineGroup
Pine Haven Investment Counsel, Inc2,212$1.57M1.15%-11213F-HRTimeline
Horizon Wealth Management, LLC2,209$1.57M0.23%+113F-HRTimeline
Retirement Planning Co of New England, …2,205$1.56M0.64%+4913F-HRTimeline
Keebeck Wealth Management2,205$1.56M0.18%+1,04613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,739$1.56M0.56%+3813F-HRTimeline
Sippican Capital Advisors2,200$1.56M1.07%-30013F-HRTimeline
Patton Albertson Miller Group, LLC2,194$1.55M0.18%+3213F-HRTimeline
RM Financial Services, LLC2,193$1.55M1.34%-2013F-HRTimeline
Strategic Investment Advisors / MI2,185$1.55M0.11%-24013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,185$1.55M0.26%-9913F-HRTimeline
Cercano Management LLC2,180$1.54M0.07%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,166$1.53M0.14%013F-HRTimeline
Inscription Capital, LLC2,163$1.53M0.16%-96813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,159$1.53M0.15%-80013F-HRTimeline
Aberdeen Wealth Management LLC2,153$1.53M0.7%013F-HRTimeline
Astoria Portfolio Advisors LLC.1,839$1.52M0.33%+4213F-HRTimeline
Thrive Wealth Management, LLC2,148$1.52M0.23%+4413F-HRTimeline
YANKCOM Partnership2,141$1.52M0.62%-36613F-HRTimeline
Cassaday & Co Wealth Management LLC2,137$1.51M0.03%-8213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,137$1.51M0.14%-413F-HRTimeline
Sovereign Financial Group, Inc.2,136$1.51M0.26%+3613F-HRTimeline
TMB Capital Partners, LLC2,134$1.51M0.51%-12413F-HRTimeline
Innovative Asset Advisors Group, LLC2,132$1.51M0.87%13F-HRTimeline
MEANS INVESTMENT CO., INC.2,130$1.51M0.13%-2313F-HRTimeline
SHP Wealth Management2,128$1.51M0.11%-10713F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,125$1.51M0.71%-3213F-HRTimeline
SageView Advisory Group, LLC2,123$1.5M0.05%-14913F-HRTimeline
Clarus Wealth Advisors2,074$1.5M0.64%+6113F-HRTimeline
W ADVISORS, LLC2,113$1.5M0.77%+113F-HRTimeline
Martin Capital Advisors, LLP2,111$1.5M0.94%013F-HRTimeline
Windsor Capital Management, LLC2,108$1.49M0.42%-4713F-HRTimeline
Gleason Group, Inc.2,105$1.49M0.15%-44313F-HRTimeline
Davidson Capital Management Inc.2,100$1.49M0.27%-6,50213F-HRTimeline
TRUE Private Wealth Advisors2,099$1.49M0.14%-12713F-HRTimeline
NWF Advisory Services Inc.2,095$1.48M0.17%+31813F-HRTimeline
Obermeyer Wealth Partners2,092$1.48M0.07%+5513F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,090$1.48M0.21%-9913F-HRTimeline
Intellus Advisors LLC2,083$1.48M0.2%-18213F-HRTimeline
Latitude Advisors, LLC2,080$1.47M0.68%-10813F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…2,080$1.47M0.32%new13F-HRTimelineGroup
Winthrop Advisory Group LLC2,076$1.47M0.12%-213F-HRTimeline
New Republic Capital, LLC2,067$1.46M0.49%-1,14913F-HRTimeline
United Advisor Group, LLC2,066$1.46M0.18%+35713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,060$1.46M0.1%+2013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,060$1.46M0.18%+1,41113F-HRTimeline
Asset Advisory Group, Inc.2,055$1.46M0.73%+113F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,055$1.46M0.64%-113F-HRTimeline
Beacon Financial Advisory LLC2,052$1.45M0.33%+1113F-HRTimeline
Disciplined Equity Management, Inc.2,049$1.45M0.73%-68113F-HRTimeline
MIRAMONTES CAPITAL, LLC2,047$1.45M0.5%-1213F-HRTimeline
BCS Wealth Management2,045$1.45M0.3%-2,06713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,044$1.45M0.11%-8413F-HRTimeline
FIRST AMERICAN BANK2,043$1.45M0.09%-5413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,043$1.45M0.18%+62813F-HRTimeline
Limestone Investment Advisors LP2,040$1.45M0.71%new13F-HRTimeline
Retireful, LLC2,039$1.44M2.04%+10813F-HRTimeline
Mechanics Bank Trust Department2,037$1.44M0.2%-6313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,035$1.44M0.21%-1713F-HRTimeline
Perennial Investment Advisors, LLC2,033$1.44M0.11%+11913F-HRTimeline
NCM Capital Management, LLC2,030$1.44M0.52%013F-HRTimeline
GM Advisory Group, LLC2,030$1.44M0.06%+5513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,030$1.44M0.4%+513F-HRTimeline
Kozak & Associates, Inc.1,814$1.44M0.28%+1413F-HRTimeline
Heck Capital Advisors, LLC2,022$1.43M0.11%-1,05713F-HRTimeline
Regal Investment Advisors LLC2,019$1.43M0.08%-2313F-HRTimeline
Jacksonville Wealth Management, LLC2,019$1.43M0.97%-1913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,018$1.43M0.08%-45213F-HRTimelineGroup
3Chopt Investment Partners, LLC2,014$1.43M0.33%+5913F-HRTimeline
LVW Advisors, LLC2,010$1.42M0.14%+77013F-HRTimeline
Sage Investment Counsel LLC2,006$1.42M1.58%-5513F-HRTimeline
Arcataur Capital Management LLC2,005$1.42M0.4%013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,004$1.42M0.24%-9013F-HRTimeline
LifePlan Financial, LLC2,004$1.42M1.05%-6413F-HRTimeline
LANDAAS & CO /WI /ADV2,004$1.42M0.31%+13313F-HRTimeline
Addison Advisors LLC2,003$1.42M0.31%+213F-HRTimeline
SAYBROOK CAPITAL /NC2,000$1.42M0.38%013F-HRTimeline
Claris Financial LLC2,000$1.42M0.78%-913F-HRTimeline
Lester Murray Antman dba SimplyRich1,996$1.41M0.36%013F-HRTimeline