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CAT

Caterpillar Inc
$963.53 -27.88 (-2.81%) At close · Jul 2
Market Cap
$443.80B
Shares
460,600,000

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 3,743
Total Value: $235,754,205,852
Total Shares: 332,717,343
Showing 1–100 of 3,858 holdings by value · page 1 of 39

Institutional Ownership Trend

26 quarters

Superinvestors Holding CAT

All superinvestors →
Thomas Gayner $232,835,378 Joel Greenblatt $82,957,832 Ray Dalio $58,449,366 Mario Gabelli $4,986,141 Bill Nygren $1,303,566 Tom Russo $318,807

Holder Concentration

Across 3,742 13F filers
Top Holder
11.2%
Jun 2023 → Mar 2026 · range 11.2% – 13.5%
of institutional value
Top 5
38.5%
Jun 2023 → Mar 2026 · range 38.5% – 44.9%
of institutional value
Top 10
49.0%
Jun 2023 → Mar 2026 · range 49.0% – 55.4%
of institutional value
HHI
397
Jun 2023 → Mar 2026 · range 397 – 485
Broadly held
Showing 100 of 3,858
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $26,333,056,491 11.17% 37,169,433
Mega STATE STREET CORP $24,711,512,709 10.48% 34,880,604
Mega VANGUARD CAPITAL MANAGEMENT LLC $21,419,900,572 9.09% 30,234,453
Mega STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurance $10,318,525,781 4.38% 14,564,726
Mega GEODE CAPITAL MANAGEMENT, LLC $7,883,376,605 3.34% 11,127,483
Mega Fisher Asset Management, LLC $6,925,870,953 2.94% 9,775,952
Mega MORGAN STANLEY $5,313,210,534 2.25% 7,499,662
Large GATES FOUNDATION TRUST Endowment $4,501,281,374 1.91% 6,353,614
Mega NORTHERN TRUST CORP Bank $4,023,199,101 1.71% 5,678,795
Mega BANK OF AMERICA CORP /DE/ Bank $4,022,336,907 1.71% 5,677,578
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,954,636,471 1.68% 5,582,018
Mega Invesco Ltd. $2,727,287,606 1.16% 3,849,600
Mega FMR LLC $2,709,358,616 1.15% 3,824,293
Mega Capital World Investors $2,510,739,732 1.06% 3,543,940
Mega Capital International Investors $2,450,760,091 1.04% 3,459,278
Mega Bank of New York Mellon Corp Bank $2,442,889,798 1.04% 3,448,169
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,376,176,963 1.01% 3,354,003
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,314,916,424 0.98% 3,267,533
Mega GOLDMAN SACHS GROUP INC $2,274,844,512 0.96% 3,210,971
Mega Capital Research Global Investors $2,267,673,482 0.96% 3,200,849
Mega JPMORGAN CHASE & CO $2,083,282,587 0.88% 2,940,579
Mega Legal & General Group Plc $1,964,270,526 0.83% 2,772,592
Mega DIMENSIONAL FUND ADVISORS LP $1,945,482,876 0.83% 2,746,073
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,860,926,759 0.79% 2,626,721
Mega Nuveen, LLC $1,636,725,381 0.69% 2,310,258
Mega ROYAL BANK OF CANADA Bank $1,593,682,177 0.68% 2,249,502
Mega Amundi $1,571,107,106 0.67% 2,217,637
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,511,924,486 0.64% 2,134,100
Mega WELLS FARGO & COMPANY/MN $1,451,353,280 0.62% 2,048,603
Mega CITADEL ADVISORS LLC $1,440,228,334 0.61% 2,032,900
Mega JANE STREET GROUP, LLC $1,350,253,914 0.57% 1,905,900
Mega BARCLAYS PLC $1,238,091,233 0.53% 1,747,581
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,203,248,464 0.51% 1,698,400
Mega CITADEL ADVISORS LLC $1,130,773,006 0.48% 1,596,100
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,121,892,457 0.48% 1,583,565
Mega JANE STREET GROUP, LLC $1,114,620,118 0.47% 1,573,300
Large VOYA INVESTMENT MANAGEMENT LLC $1,005,741,150 0.43% 1,419,616
Mega UBS Group AG $995,086,620 0.42% 1,404,577
Mega Swiss National Bank Bank $973,013,133 0.41% 1,373,420
Mega DEUTSCHE BANK AG\ Bank $964,129,744 0.41% 1,360,881
Mega Mitsubishi UFJ Asset Management Co., Ltd. $957,396,549 0.41% 1,351,377
Mega Sumitomo Mitsui Trust Group, Inc. $930,838,509 0.39% 1,313,890
Mega CITIGROUP INC $845,373,436 0.36% 1,193,255
Large Capital Wealth Planning, LLC $840,301,572 0.36% 1,186,096
Mega WELLINGTON MANAGEMENT GROUP LLP $792,569,784 0.34% 1,118,722
Mega LPL Financial LLC $778,787,407 0.33% 1,099,268
Mega RAYMOND JAMES FINANCIAL INC $727,019,523 0.31% 1,026,197
Mega Vanguard Global Advisers, LLC $720,601,587 0.31% 1,017,138
Mega National Pension Service Pension $700,465,737 0.30% 988,716
Mega AMERIPRISE FINANCIAL INC $690,684,027 0.29% 974,909
Mega FRANKLIN RESOURCES INC $689,148,085 0.29% 972,741
Mega DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Bank $650,833,861 0.28% 918,660
Mega HSBC HOLDINGS PLC $643,629,529 0.27% 908,491
Mega California Public Employees Retirement System Pension $623,337,822 0.26% 879,849
Mega PRIMECAP MANAGEMENT CO/CA/ $617,961,319 0.26% 872,260
Mega NEUBERGER BERMAN GROUP LLC $613,440,635 0.26% 865,879
Mega ALLIANCEBERNSTEIN L.P. $590,974,661 0.25% 834,168
Mega RHUMBLINE ADVISERS $564,950,091 0.24% 797,434
Mega VANGUARD ASSET MANAGEMENT, Ltd $528,403,474 0.22% 745,848
Mega BANK OF MONTREAL /CAN/ Bank $508,560,213 0.22% 717,839
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $500,448,350 0.21% 706,389
Mega BNP PARIBAS ARBITRAGE, SA $482,451,341 0.20% 680,986
Mega PRINCIPAL FINANCIAL GROUP INC $472,051,148 0.20% 666,306
Large Bank Julius Baer & Co. Ltd, Zurich Bank $467,898,156 0.20% 660,444
Mega AMERICAN CENTURY COMPANIES INC $464,306,972 0.20% 655,375
Large HighTower Advisors, LLC $419,685,327 0.18% 592,391
Large FIFTH THIRD BANCORP Bank $418,950,654 0.18% 591,354
Mega TD Asset Management Inc $414,791,285 0.18% 585,483
Large STIFEL FINANCIAL CORP $409,061,968 0.17% 577,396
Large Corient Private Wealth LLC $384,532,250 0.16% 542,772
Large BESSEMER GROUP INC $383,132,328 0.16% 540,796
Mega BARCLAYS PLC $376,617,336 0.16% 531,600
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $372,369,409 0.16% 525,604
Large PRUDENTIAL FINANCIAL INC $366,952,524 0.16% 517,958
Large Aberdeen Group plc $366,336,872 0.16% 517,089
Large Thrivent Financial for Lutherans $362,910,050 0.15% 512,252
Mega VICTORY CAPITAL MANAGEMENT INC $361,677,331 0.15% 510,512
Mid GFS Advisors, LLC $354,895,952 0.15% 500,940
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $352,413,508 0.15% 497,436
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $350,635,273 0.15% 494,926
Large CIBC Bancorp USA Inc. Bank $342,042,362 0.15% 482,797
Large US BANCORP \DE\ Bank $339,695,941 0.14% 479,485
Large ProShare Advisors LLC $311,301,574 0.13% 439,406
Large MACKENZIE FINANCIAL CORP $302,430,238 0.13% 426,884
Mega ENVESTNET ASSET MANAGEMENT INC $300,087,361 0.13% 423,577
Large ZACKS INVESTMENT MANAGEMENT $296,323,312 0.13% 418,264
Large AVIVA PLC $295,641,066 0.13% 417,301
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $288,965,956 0.12% 407,879
Large ALKEON CAPITAL MANAGEMENT LLC $283,384,000 0.12% 400,000
Large Caisse de depot et placement du Quebec $275,396,821 0.12% 388,726
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $274,035,161 0.12% 386,804
Large Korea Investment CORP $265,430,915 0.11% 374,659
Large Pictet Asset Management Holding SA $265,412,495 0.11% 374,633
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $262,421,377 0.11% 370,411
Large Creative Planning $259,132,705 0.11% 365,769
Large NOMURA ASSET MANAGEMENT CO LTD $257,036,371 0.11% 362,810
Mid Alphinity Investment Management Pty Ltd $249,112,247 0.11% 351,625
Large Eurizon Capital SGR S.p.A. $245,872,459 0.10% 347,052
Mega PNC FINANCIAL SERVICES GROUP, INC. $243,185,975 0.10% 343,260
Large BANK OF NOVA SCOTIA Bank $242,065,903 0.10% 341,679
Key facts CIK 18230 CUSIP 149123101 13F (30d) 97 filings 36 filers Visit website Investor relations

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