13F

Stock

Caterpillar Inc

CAT · held by 84 managers

Reported value

$7.36B

Holders

84

+2 new · −1 exited

Holders’ est. mark

$159.6M

Price effect on 31 books still in the name

Largest holder

$3.45B

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY7.24M$3.45BHeld
BANK OF AMERICA CORP /DE/5.85M$2.79BHeld
BARCLAYS PLC1.18M$561.4M$104.7MAdded$16.7M
Alecta Tjanstepension Omsesidigt328.6K$156.7MHeld
Swiss Life Asset Management Ltd180.8K$86.3M$15.4MAdded$19.2M
Sanctuary Advisors, LLC125.7K$60M$11.2MAdded$9.97M
Cresset Asset Management, LLC95.5K$45.6M$8.5MAdded$5.28M
Allworth Financial LP78.2K$37.3MHeld
OP Asset Management Ltd54.6K$26.1M$4.74MAdded$5.38M
Savant Capital, LLC46.1K$22M$4.1MAdded$3.47M
Henshaw Capital LLC44.3K$21.2M$3.94MAdded$3.94M
Leonteq Securities AG20.7K$9.86M$938.4KAdded$5.77M
GROUPAMA ASSET MANAGMENT16.2K$7.72MHeld
IFP Advisors, Inc15.7K$7.47MHeld
INDEPENDENT FINANCIAL GROUP, LLC15.2K$7.25M$1.35MAdded$1.31M
MIRABELLA FINANCIAL SERVICES LLP15K$7.2MHeld
Kentucky Farm Bureau Mutual Insurance Co15K$7.16M$1.33MAdded$1.33M
MV CAPITAL MANAGEMENT, INC.10.5K$5.02MHeld
Alberta Investment Management Corp10K$4.77M$889.4KCut−$2.6M
Pine Valley Investments Ltd Liability Co7.9K$3.77M$702.8KAdded$673.3K
AIA Group Ltd5.33K$2.54MHeld
NWAM LLC4.91K$2.5M$431KAdded$560K
Garde Capital, Inc.5.12K$2.44MHeld
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4.16K$1.99MHeld
Keel Point, LLC3.59K$1.71MHeld
Farmers National Bank2.82K$1.35MHeld
Nicholas Wealth, LLC.2.78K$1.33M$226.1KAdded$341.5K
Prestige Wealth Management Group LLC2.57K$1.22M$227.4KAdded$232.6K
Hudson Bay Capital Management LP2.39K$1.14MHeld
WFA of San Diego, LLC2.36K$1.13MHeld
Claris Financial LLC1.96K$936.3KHeld
Strategic Investment Advisors / MI1.79K$856.6KHeld
Canal Capital Management, LLC1.71K$818KHeld
Militia Capital Partners, LP1.6K$763.4KHeld
Burton Enright Welch1.57K$751K$137.5KAdded$150.9K
Finivi Inc.1.32K$630.5K$116KAdded$125.1K
J. Team Financial, Inc.1.23K$584.4KHeld
Silver Grove Financial Group, Inc.1.19K$569.8KHeld
Legacy Financial Group LLC1.16K$551.2KHeld
American State Bank (Iowa)1.15K$550.6K$101.7KAdded$106.5K
Severin Investments, LLC1.13K$538K$79.8KAdded$189.5K
Aventura Private Wealth, LLC1.02K$488.2K$85.1KAdded$116.6K
Wealthspire Retirement, LLC1.01K$482.1KHeld
Wall Street Financial Group, Inc.983$469K$77.6KAdded$130.1K
Virtue Capital Management, LLC2.21K$457.3KHeld
Mullaney, Keating & Wright, Inc.925$441.4K$80KAdded$92K
MRP Capital Investments, LLC1.1K$427KHeld
PCG ASSET MANAGEMENT, LLC885$422.3KHeld
Investment Research Partners LLC716$418.9KHeld
Medallion Wealth Advisors, LLC865$412.3K$74.5KAdded$74.1K
Narus Financial Partners, LLC821$391.7KHeld
Stillwater Wealth Management Group820$391KHeld
Syverson Strege & Co796$380KHeld
GW HENSSLER & ASSOCIATES LTD767$366KHeld
Invst, LLC739$352.6KHeld
Causey Wealth LLC711$339.3K$63.2KAdded$63.2K
Cambria Investment Management, L.P.685$326.8KHeld
AXS Investments LLC684$326.4KHeld
BOURNE LENT ASSET MANAGEMENT INC618$294.9KHeld
Roehl & Yi Investment Advisors, LLC616$294K$54.8KAdded$54.8K
Alternative Investment Advisors, LLC.564$269.4KHeld
Financial Insights, Inc.517$246.9KHeld
LifeWealth Investments, LLC465$221.9KNew
AllSquare Wealth Management LLC448$213.8KHeld
Peck Wealth Management, LLC437$208.5KHeld
CapWealth Advisors, LLC420$200.4KHeld
Vinland Capital Management Gestora de Recursos LTDA.389$185.6KNew
Clark Wealth Partners312$178.8K$54.1KAdded$64.9K
Catherine Avery Investment Management LLC283$135K$25.2KAdded$23.2K
BROADWATER CAPITAL MANAGEMENT LLC200$95.4K$95.2KAdded$17.8K
Strategic Investment Solutions, Inc. /IL168$80.2KHeld
KBC Group NV146.5K$69.9KHeld
Cape Investment Advisory, Inc.137$65.4KHeld
Essential Partners LLC114$54.4K$5.08KAdded$32.3K
Nalls Sherbakoff Group, LLC96$45.9K$8.6KAdded$8.6K
Kilter Group LLC79$37.7KHeld
Principia Wealth Advisory, LLC25$11.9KHeld
Noble Wealth Management PBC25$11.9KHeld
NEW MEXICO EDUCATIONAL RETIREMENT BOARD21.2K$10.1KHeld
EVOLUTION WEALTH MANAGEMENT INC.19$9.07KHeld
Holos Integrated Wealth LLC13$6.39KHeld
Cornerstone National Bank & Trust Co9$4.29K$800Added$800
ADVISORS MANAGEMENT GROUP INC /ADV5.38K$2.57KHeld
FNY Investment Advisers, LLC582$277Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.