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Disclosery

CAT CATERPILLAR INC

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COM (common), issuer CIK 18230

Filings received so far for Q3 2026: 214 13F filers report a position in CAT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC42,881$34.8M0.25%+4,69713F-HRTimeline
PARK NATIONAL CORP /OH/40,449$32.8M0.89%+1,96213F-HRTimeline
MassMutual Private Wealth & Trust, FSB39,829$32.3M0.85%-2,69413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO39,765$32.2M0.21%-1,88613F-HRTimeline
Valeo Financial Advisors, LLC32,612$26.4M0.56%-57913F-HRTimeline
JACOBS & CO/CA30,494$24.7M2.14%-1,37313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST25,461$20.6M1.89%-1,25113F-HRTimeline
Venture Visionary Partners LLC24,185$19.6M0.51%+1,43013F-HRTimeline
Overbrook Management Corp23,655$19.2M2.98%+46813F-HRTimeline
CX Institutional23,527$19.1M0.52%+11,03613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,140$15.5M0.19%-1,00613F-HRTimeline
CENTRAL BANK & TRUST CO18,517$15M2.14%-51413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION17,696$14.3M1.04%-76113F-HRTimeline
GAMMA Investing LLC15,749$12.8M0.43%+1,02613F-HRTimeline
Gerald Baker Financial Group LLC15,331$12.4M3.51%+313F-HRTimeline
Gouws Capital LLC15,075$12.2M5.78%+913F-HRTimeline
NEVILLE RODIE & SHAW INC14,902$12.1M0.82%-5013F-HRTimeline
EASTERN BANK14,133$11.5M0.17%+913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…14,001$11.4M0.99%-95213F-HRTimelineGroup
CoreCap Advisors, LLC11,734$9.51M0.27%-1,02213F-HRTimeline
SAPIENT CAPITAL LLC11,325$9.18M0.12%+17613F-HRTimeline
Monument Capital Management11,063$8.97M1.87%-21713F-HRTimeline
Wedmont Private Capital10,543$8.39M0.2%+53113F-HRTimeline
Stokes Capital Advisors, LLC10,255$8.31M1.83%+23613F-HRTimeline
Polaris Financial Partners9,482$7.75M3.47%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,113$7.39M1.76%-42913F-HRTimeline
Coastline Trust Co8,990$7.29M0.68%-36513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Factor Wealth Management LTD8,352$6.77M1.04%-2113F-HRTimeline
Exchange Bank7,561$6.13M3.79%+8913F-HRTimeline
Financial Enhancement Group LLC7,233$5.89M0.68%+1,38213F-HRTimeline
Apella Capital, LLC7,225$5.88M0.07%+79613F-HRTimeline
Boltwood Capital Management7,190$5.83M1.32%-16913F-HRTimeline
Iowa State Bank6,967$5.65M0.95%-1,99013F-HRTimeline
Greenfield Savings Bank6,378$5.17M1.96%+3013F-HRTimeline
Quintet Private Bank (Europe) S.A.5,582$4.53M0.2%+1,01713F-HRTimeline
Everhart Financial Group, Inc.5,383$4.36M0.27%+12513F-HRTimeline
Avidian Wealth Enterprises, LLC5,302$4.3M0.12%-5413F-HRTimeline
CHAPIN DAVIS, INC.5,302$4.3M0.83%-14313F-HRTimeline
Cooper Financial Group5,097$4.13M0.33%+40313F-HRTimeline
BOS Asset Management, LLC5,014$4.07M0.95%-5013F-HRTimeline
Atlas Brown,Inc.4,537$3.68M0.97%-14313F-HRTimeline
LAWOOD & CO4,427$3.59M2.48%-8013F-HRTimeline
First Heartland Consultants, Inc.4,396$3.56M0.24%+13213F-HRTimeline
Emprise Bank4,370$3.54M1.35%-7513F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC4,358$3.53M0.7%-46813F-HRTimeline
Werlinich Asset Management, LLC4,217$3.42M1.32%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,008$3.25M0.35%+2,07013F-HRTimeline
Bath Savings Trust Co3,832$3.11M0.32%-5613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,415$2.89M0.42%-55813F-HRTimeline
Byrne Asset Management LLC3,415$2.82M1.58%-2513F-HRTimeline
Montecito Bank & Trust3,319$2.69M0.41%-1913F-HRTimeline
Deane Retirement Strategies, Inc.3,266$2.65M1.09%+62913F-HRTimeline
Roxbury Financial LLC3,162$2.56M1.97%-513F-HRTimeline
ROCKLAND TRUST CO3,089$2.5M0.1%+913F-HRTimeline
Sound Income Strategies, LLC3,143$2.5M0.11%-3913F-HRTimeline
Douglas Lane & Associates, LLC3,014$2.44M0.03%-2513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,989$2.42M0.03%+1,11513F-HRTimelineGroup
First Citizens Financial Corp2,975$2.41M1.01%-1713F-HRTimeline
Legacy Private Trust Co.2,851$2.31M0.13%+5113F-HRTimeline
Heartwood Wealth Advisors LLC2,850$2.31M0.18%-12513F-HRTimeline
Bullock Wealth Management Group2,784$2.3M0.95%-813F-HRTimeline
Bank & Trust Co2,835$2.3M1.45%013F-HRTimeline
Acropolis Investment Management, LLC2,720$2.21M0.09%+8113F-HRTimeline
Pathway Financial Advisors LLC2,709$2.2M0.24%+913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,669$2.16M0.14%+4113F-HRTimeline
Canandaigua National Trust Co of Florida2,632$2.13M1.18%13F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,587$2.1M0.41%-9613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,543$2.06M0.21%-2313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,541$2.06M1.33%013F-HRTimeline
Cadent Capital Advisors, LLC2,532$2.05M0.44%+32513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…2,480$2.01M0.17%-85013F-HRTimelineGroup
Versant Capital Management, Inc2,465$2M0.17%+17213F-HRTimeline
ATWOOD & PALMER INC2,445$1.98M0.1%-313F-HRTimeline
Bell Asset Management Ltd2,443$1.98M0.72%new13F-HRTimeline
Arbor Wealth Advisors LLC2,437$1.98M1.23%013F-HRTimeline
Lincoln Capital LLC2,355$1.94M0.34%013F-HRTimeline
Legacy Wealth Asset Management, LLC2,349$1.9M0.42%-10113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,224$1.8M0.22%013F-HRTimelineGroup
Strong Retirement Solutions LLC2,127$1.72M0.97%+1,73213F-HRTimeline
Vann Equity Management LLC2,097$1.7M1.01%+7613F-HRTimeline
Breakwater Capital Group2,038$1.65M0.2%+9213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,028$1.64M0.1%+8413F-HRTimeline
Adelphi Trust Co2,027$1.64M1.08%-1613F-HRTimeline
Baring Financial LLC1,992$1.61M0.87%-46013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,969$1.6M0.11%-2313F-HRTimelineGroup
Olistico Wealth, LLC1,962$1.59M0.67%+2013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,895$1.54M0.1%+71513F-HRTimeline
Castle Rock Wealth Management, LLC1,757$1.52M0.29%+80813F-HRTimeline
Trust Co1,859$1.51M0.13%-4513F-HRTimeline
DOLIVER ADVISORS, LP1,818$1.47M0.32%013F-HRTimeline
Whalen Wealth Management Inc.1,816$1.47M0.63%+2313F-HRTimeline
Violich Capital Management, Inc.1,800$1.46M0.16%013F-HRTimeline
Rosenberg Matthew Hamilton1,776$1.44M0.26%+9113F-HRTimeline
Montz Harcus Wealth Management LLC1,775$1.44M0.5%-8813F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,749$1.42M0.25%+3913F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,729$1.4M0.37%+49213F-HRTimeline
Stonebridge Financial Group, LLC1,693$1.37M0.1%+5813F-HRTimeline
HALL LAURIE J TRUSTEE1,682$1.36M0.43%-2513F-HRTimeline
Balefire, LLC1,675$1.36M0.21%-5813F-HRTimeline
Grove Bank & Trust1,655$1.34M0.13%+113F-HRTimeline
Kaydan Wealth Management, Inc.1,650$1.34M0.46%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,622$1.32M0.79%013F-HRTimeline
Mirador Capital Partners LP1,582$1.28M0.15%-6713F-HRTimeline
Trinity Financial Advisors LLC1,550$1.26M0.32%013F-HRTimeline
Pacifica Partners Inc.1,495$1.24M0.37%-213F-HRTimeline
FIRST COMMUNITY TRUST NA1,523$1.23M0.41%+25913F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,500$1.22M0.04%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,437$1.16M0.13%+413F-HRTimeline
Hickory Point Bank & Trust1,432$1.16M0.7%-7913F-HRTimeline
Bill Few Associates, Inc.1,430$1.16M0.24%-6913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,400$1.14M0.33%013F-HRTimeline
David J Yvars Group1,347$1.09M0.5%-1413F-HRTimeline
Veracity Capital LLC1,324$1.07M0.29%-47313F-HRTimeline
MRA Advisory Group1,322$1.07M0.4%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,313$1.06M0.16%-2413F-HRTimeline
STABLEFORD CAPITAL II LLC1,264$1.02M0.36%+29113F-HRTimeline
Hardin Capital Partners, LLC1,248$1.01M0.49%-2713F-HRTimeline
YHB Investment Advisors, Inc.1,236$1M0.06%-1313F-HRTimeline
Hamilton Capital, LLC1,218$988K0.06%+613F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,183$959K0.49%-713F-HRTimeline
Bangor Savings Bank1,179$956K0.07%-5213F-HRTimeline
Central Pacific Bank - Trust Division1,156$937K0.1%-2,46513F-HRTimeline
DKM Wealth Management, Inc.1,136$921K0.58%+56013F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,126$913K0.09%013F-HRTimeline
Dale Q Rice Investment Management Ltd1,122$910K0.5%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,120$908K0.44%013F-HRTimeline
Peoples Bank/KS1,068$866K0.84%-28013F-HRTimeline
Ledgewood Wealth Advisors, LLC1,017$825K0.45%013F-HRTimeline
Kaizen Financial Strategies1,003$814K0.32%-10013F-HRTimeline
DAVIDSON TRUST CO1,000$811K0.32%013F-HRTimeline
Worth Asset Management, LLC999$810K0.24%-36813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC986$799K0.16%-2413F-HRTimeline
KFA Private Wealth Group, LLC965$783K0.18%-6713F-HRTimeline
Nautilus Advisors LLC957$776K0.47%+2913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC946$767K0.09%+213F-HRTimeline
Asempa Wealth Advisors900$744K0.58%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC873$708K0.09%+48313F-HRTimeline
LifeGoal Investments, LLC858$696K0.21%+21613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV849$688K0.08%-2313F-HRTimeline
Prota Financial, LLC818$676K0.43%-413F-HRTimeline
M.E. ALLISON & CO., INC.822$667K0.37%013F-HRTimeline
Peterson Wealth Advisors, LLC805$653K0.08%-11713F-HRTimeline
Ballew Advisors, Inc732$618K0.31%+813F-HRTimeline
General Partner, Inc.752$610K0.33%013F-HRTimeline
TrueWealth Advisors, LLC738$598K0.13%-213F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…736$597K0.43%+25613F-HRTimeline
Sunburst Financial Group, LLC733$594K0.1%013F-HRTimeline
jvl associates llc724$587K0.17%-1713F-HRTimeline
Meadowbrook Wealth Management, LLC720$584K0.61%-11513F-HRTimeline
Galvin, Gaustad & Stein, LLC715$580K0.04%+5613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …705$572K0.04%+213F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.694$563K0.29%+213F-HRTimeline
Aletheian Wealth Advisors LLC692$561K0.23%+1413F-HRTimeline
Cambridge Financial Group, LLC517$551K0.17%013F-HRTimeline
Leverty Financial Group, LLC670$543K0.1%013F-HRTimeline
Dakota Community Bank & Trust NA664$538K1.55%+10713F-HRTimeline
S.E.E.D. Planning Group LLC620$503K0.12%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC613$497K0.13%-5213F-HRTimeline
DECISION INVESTMENTS, INC612$496K0.46%+9313F-HRTimeline
Intelligence Driven Advisers, LLC568$461K0.08%+2813F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV551$447K0.32%-513F-HRTimeline
KWMG, LLC541$439K0.03%+2013F-HRTimeline
Retireful, LLC532$431K0.37%-1,66413F-HRTimeline
Miller Global Investments, LLC531$431K0.35%013F-HRTimeline
Global Wealth Strategies & Associates516$419K0.08%+14213F-HRTimeline
Successful Portfolios LLC492$418K0.19%+413F-HRTimeline
Bank of New Hampshire515$418K0.09%-10813F-HRTimeline
Great Waters Wealth Management511$414K0.04%-213F-HRTimeline
HF Advisory Group, LLC510$414K0.12%+713F-HRTimeline
Weaver Consulting Group507$411K0.08%+2713F-HRTimeline
Veery Capital, LLC505$409K0.11%013F-HRTimeline
Adirondack Capital Advisors, LLC500$405K0.21%013F-HRTimeline
Tactive Advisors, LLC494$401K0.1%-39113F-HRTimeline
Marotta Asset Management491$398K0.07%013F-HRTimeline
Plan A Wealth LLC442$358K0.13%-5313F-HRTimeline
Wisconsin Wealth Advisors, LLC436$354K0.3%013F-HRTimeline
Vilga Financial Planning LLC433$351K0.21%+4113F-HRTimeline
Echo45 Advisors LLC418$339K0.15%+913F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.416$338K0.16%-2413F-HR/ATimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…412$334K0.05%+7113F-HRTimeline
Buska Wealth Management, LLC394$320K0.11%013F-HRTimeline
Strategic Financial Group, LLC380$308K0.3%013F-HRTimeline
ALKEME WEALTH, LLC370$300K0.11%013F-HRTimeline
Beacon Wealthcare LLC362$293K0.09%new13F-HRTimeline
PFW Advisors LLC348$282K0.08%+1613F-HRTimeline
Friday Financial339$280K0.06%+3613F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.330$268K0.21%013F-HRTimeline
Investment Partners Asset Management, I…302$245K0.13%013F-HRTimeline
Dupree Financial Group, LLC300$243K0.09%-1313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC292$236K0.22%+313F-HRTimeline
Post Resch Tallon Group Inc.290$235K0.16%013F-HRTimeline
Silverleafe Capital Partners, LLC288$234K0.07%-613F-HRTimeline
Kure Advisory, LLC288$234K0.11%+213F-HRTimeline
Insight Wealth Strategies, LLC280$227K0.02%+1613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.273$221K0.04%013F-HRTimeline
DLK Investment Management, LLC263$213K0.08%new13F-HRTimeline
Horizons Wealth Management249$202K0.13%13F-HRTimeline
Davis Capital Management225$182K0.11%-1213F-HRTimeline
GoalVest Advisory LLC214$174K0.03%-1113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC208$169K0.05%+4113F-HRTimeline