HighTower Advisors, LLC

CIK

1462245

City

CHICAGO

State / Country

Stock

CAT — Caterpillar Inc

Top Portfolio Positions

2,294 positions · $51,673,599,296 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	11,772,399	$2,987,717,142	5.78%
JNJ	Johnson & Johnson Healthcare	10,484,201	$2,562,758,092	4.96%
MSFT	Microsoft Corp Technology	5,058,749	$1,872,597,117	3.62%
SPY	Spdr S&P 500 ETF Trust	2,802,707	$1,822,712,470	3.53%
NVDA	Nvidia Corp Technology	7,713,149	$1,345,173,185	2.60%
XOM	Exxon Mobil Corp Energy	7,188,999	$1,219,685,570	2.36%
AMZN	Amazon Com Inc Consumer Cyclical	5,745,966	$1,196,712,338	2.32%
BRK-B	Berkshire Hathaway Inc Financial Services	2,432,963	$1,165,875,869	2.26%
GOOGL	Alphabet Inc. Communication Services	3,759,185	$1,080,991,238	2.09%
META	Meta Platforms, Inc. Communication Services	1,380,422	$789,780,838	1.53%

Portfolio Trend

25 quarters · across all stocks

Holdings in CAT

Compact Export CSV

Shares Held

Position Value (USD)

35 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$419,685,327	592,391	-6.4%	Shares	Sole	2026-05-05
2025-12-31	$362,520,156	632,814	-4.5%	Shares	Sole	2026-02-06
2025-09-30	$316,223,050	662,733	-0.5%	Shares	Sole	2025-11-07
2025-06-30	$258,671,698	666,319	+3.1%	Shares	Sole	2025-08-11
2025-03-31	$213,114,781	646,194	-1.2%	Shares	Sole	2025-05-13
2024-12-31	$237,217,833	653,925	+30.0%	Shares	Sole	2025-02-07
2024-09-30	$196,741,182	503,020	+5.7%	Shares	Sole	2024-11-14
2024-06-30	$158,587,910	476,097	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$171,677,585	468,514	+9270.3%	Shares	Sole	2024-05-06
2024-03-31	$1,832,150	5,000	+900.0%	Put	Sole	2024-05-06
2023-12-31	$147,835	500	-99.9%	Put	Sole	2024-02-12
2023-12-31	$149,248,302	504,780	+1.8%	Shares	Sole	2024-02-12
2023-09-30	$135,391,620	495,940	+108897.8%	Shares	Sole	2023-11-08
2023-09-30	$124,215	455	-99.9%	Put	Sole	2023-11-08
2023-06-30	$117,438,188	477,294	+3.1%	Shares	Sole	2023-08-14
2023-03-31	$105,911,728	462,820	-7.8%	Shares	Sole	2023-05-12
2022-12-31	$120,261,994	502,012	+18.4%	Shares	Sole	2023-02-09
2022-09-30	$69,584,359	424,088	+3686.5%	Shares	Sole	2022-11-09
2022-06-30	$2,002,112	11,200	-97.3%	Call	Sole	2022-08-10
2022-06-30	$73,319,844	410,158	+1.9%	Shares	Sole	2022-08-10
2022-03-31	$89,677,474	402,466	+649038.7%	Shares	Sole	2022-05-12
2022-03-31	$13,814	62	-100.0%	Call	Sole	2022-05-12
2021-12-31	$83,629,224	404,514	+532155.3%	Shares	Sole	2022-02-10
2021-12-31	$15,712	76	-100.0%	Put	Sole	2022-02-10
2021-09-30	$72,173,233	375,961	+9793.7%	Shares	Sole	2021-11-12
2021-06-30	$826,994	3,800	-99.0%	Call	Sole	2021-08-06
2021-06-30	$80,394,480	369,409	+1.9%	Shares	Sole	2021-08-06
2021-03-31	$84,039,658	362,443	+283058.6%	Shares	Sole	2021-05-10
2021-03-31	$29,679	128	-100.0%	Put	Sole	2021-05-10
2020-12-31	$69,475,759	381,693	+130616.8%	Shares	Sole	2021-02-10
2020-12-31	$53,149	292	-99.9%	Call	Sole	2021-02-10
2020-09-30	$51,410,066	344,687	+2095.5%	Shares	Sole	2020-11-13
2020-09-30	$2,341,655	15,700	-95.0%	Call	Sole	2020-11-13
2020-06-30	$39,415,123	311,582	-1.5%	Shares	Sole	2020-08-10
2020-03-31	$36,688,134	316,168	—	Shares	Sole	2020-05-21
No 13F history on record for this holder in this stock.