Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,402 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $141 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
46,059,617
shares
|
$19 Billion
0.3% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
36,212,981
shares
|
$14.9 Billion
0.28% of portfolio
|
Q2 2024
Added 7.99%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
35,949,017
shares
|
$14.8 Billion
0.54% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
17,669,440
shares
|
$7.29 Billion
6.12% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
10,467,024
shares
|
$4.32 Billion
0.29% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
9,418,321
shares
|
$3.89 Billion
1.48% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
Aug 14, 2025 Q2 2025 |
7,353,614
shares
|
$3.03 Billion
5.98% of portfolio
|
Q1 2022
Reduced 24.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,299,751
shares
|
$3.01 Billion
7.69% of portfolio
|
Q2 2025
Added 36842.06%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,288,145
shares
|
$3.01 Billion
0.19% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,452,574
shares
|
$2.66 Billion
0.35% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
5,579,193
shares
|
$2.3 Billion
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,112,760
shares
|
$2.11 Billion
0.15% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,586,001
shares
|
$1.89 Billion
0.27% of portfolio
|
Q2 2025
Reduced 43.21%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,302,761
shares
|
$1.78 Billion
0.35% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,228,772
shares
|
$1.75 Billion
0.34% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,648,925
shares
|
$1.51 Billion
0.09% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,337,915
shares
|
$1.38 Billion
0.23% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,282,720
shares
|
$1.35 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
|
$1.27 Billion
0.17% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,968,396
shares
|
$1.23 Billion
0.28% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
2,743,075
shares
|
$1.13 Billion
0.27% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,365,428
shares
|
$976 Million
0.26% of portfolio
|
Q2 2025
Added 84.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,214,599
shares
|
$914 Million
0.16% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,198,389
shares
|
$907 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,163,518
shares
|
$893 Million
0.15% of portfolio
|
Q2 2025
Added 6.38%
|