Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,619 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| 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
|
$25.4 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 Billion
0.28% of portfolio
|
Q2 2024
Added 7.99%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
35,003,346
shares
|
$19.3 Billion
0.6% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2025 Q3 2025 |
17,518,404
shares
|
$9.67 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
|
$5.81 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
|
$5.21 Billion
1.66% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,237,293
shares
|
$4 Billion
0.22% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
6,812,530
shares
|
$3.76 Billion
0.35% of portfolio
|
Q3 2025
Added 267.14%
|
|
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
Nov 14, 2025 Q3 2025 |
6,353,614
shares
|
$3.51 Billion
8.29% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,237,671
shares
|
$3.44 Billion
0.39% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,848,128
shares
|
$3.23 Billion
0.2% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,228,058
shares
|
$2.89 Billion
0.46% of portfolio
|
Q3 2025
Added 3949.81%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,588,281
shares
|
$2.53 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
|
$2.37 Billion
0.4% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,079,115
shares
|
$2.25 Billion
0.44% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,524,810
shares
|
$1.95 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
|
$1.84 Billion
0.27% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,980,443
shares
|
$1.65 Billion
0.18% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,962,896
shares
|
$1.64 Billion
0.24% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,898,668
shares
|
$1.6 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
|
$1.55 Billion
0.31% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,496,935
shares
|
$1.38 Billion
0.21% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,375,710
shares
|
$1.31 Billion
0.38% of portfolio
|
Q3 2025
Added 24.27%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,253,914
shares
|
$1.24 Billion
0.3% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,198,389
shares
|
$1.21 Billion
0.23% of portfolio
|
Q4 2024
Reduced 6.44%
|
|