Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,589 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $190 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
45,943,021
shares
|
$26.1 Billion
0.34% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
36,212,981
shares
|
$20.6 Billion
0.28% of portfolio
|
Q2 2024
Added 7.99%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
35,949,017
shares
|
$20.4 Billion
0.54% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2025 Q3 2025 |
17,518,404
shares
|
$9.95 Billion
7.03% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,515,658
shares
|
$5.97 Billion
0.33% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
9,439,197
shares
|
$5.36 Billion
1.66% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
Aug 14, 2025 Q2 2025 |
7,353,614
shares
|
$4.18 Billion
5.98% of portfolio
|
Q1 2022
Reduced 24.07%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,288,145
shares
|
$4.14 Billion
0.19% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,452,574
shares
|
$3.66 Billion
0.35% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,112,760
shares
|
$2.9 Billion
0.15% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,588,281
shares
|
$2.61 Billion
0.31% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,295,367
shares
|
$2.44 Billion
0.4% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,228,772
shares
|
$2.4 Billion
0.34% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
3,524,810
shares
|
$2 Billion
0.11% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
3,338,829
shares
|
$1.9 Billion
0.27% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,282,720
shares
|
$1.86 Billion
0.23% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,066,396
shares
|
$1.74 Billion
0.17% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,898,668
shares
|
$1.65 Billion
0.31% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
2,802,068
shares
|
$1.59 Billion
0.31% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,253,914
shares
|
$1.28 Billion
0.3% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,214,599
shares
|
$1.26 Billion
0.16% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,198,389
shares
|
$1.25 Billion
0.23% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,997,263
shares
|
$1.13 Billion
0.19% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,911,674
shares
|
$1.09 Billion
0.27% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,855,578
shares
|
$1.05 Billion
0.08% of portfolio
|
Q2 2025
Added 78.75%
|