Recent Quarter Total Invested
$115.80 B
Recent Quarter Institutional Ownership Percentage
69.53%
Total Invested of Last Quarter
$125.72 B
Ownership Percentage of Last Quarter
69.41%
Caterpillar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 46.48 M | $15.48 B | -2.90% | 9.41% |
| STATE STREET CORP | 08/14/2024 | 36.61 M | $12.20 B | -2.08% | 7.41% |
| BLACKROCK INC. | 08/13/2024 | 36.21 M | $12.06 B | 7.99% | 7.33% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 19.29 M | $6.43 B | -31.53% | 3.91% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 08/12/2024 | 17.73 M | $5.91 B | -0.15% | 3.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 10.15 M | $3.37 B | -0.72% | 2.05% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 8.75 M | $2.91 B | 4.87% | 1.77% |
| BILL & MELINDA GATES FOUNDATION TRUST | 08/14/2024 | 7.35 M | $2.45 B | 0.00% | 1.49% |
| MORGAN STANLEY | 10/17/2024 | 7.28 M | $2.42 B | 1.11% | 1.47% |
| NORTHERN TRUST CORP | 08/14/2024 | 6.36 M | $2.12 B | -0.88% | 1.29% |
| NORGES BANK | 08/14/2024 | 5.92 M | $1.97 B | 100.00% | 1.20% |
| FMR LLC | 08/13/2024 | 5.34 M | $1.78 B | -10.31% | 1.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 4.77 M | $1.59 B | 2.66% | 0.97% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 3.86 M | $1.29 B | 2.01% | 0.78% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 3.56 M | $1.19 B | 38.64% | 0.72% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 3.54 M | $1.18 B | 12.65% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 3.43 M | $1.14 B | -5.20% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 3.22 M | $1.07 B | -2.19% | 0.65% |
| INVESCO LTD. | 08/13/2024 | 3.19 M | $1.06 B | 17.66% | 0.65% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 3.07 M | $1.02 B | 5.69% | 0.62% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 2.31 M | $769.89 M | -7.18% | 0.47% |
| JPMORGAN CHASE & CO | 08/12/2024 | 2.18 M | $725.57 M | 1.51% | 0.44% |
| AMUNDI | 08/14/2024 | 2.17 M | $718.75 M | -10.93% | 0.44% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 2.11 M | $702.43 M | 10.37% | 0.43% |
| CITADEL ADVISORS LLC | 08/14/2024 | 2.05 M | $682.76 M | -12.51% | 0.42% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1.91 M | $636.49 M | 4.56% | 0.39% |
| UBS GROUP AG | 08/14/2024 | 1.89 M | $630.12 M | 2.42% | 0.38% |
| ROYAL BANK OF CANADA | 11/06/2024 | 1.76 M | $587.84 M | 1.66% | 0.36% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/13/2024 | 1.73 M | $576.59 M | -14.31% | 0.35% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/09/2024 | 1.62 M | $540.53 M | -6.25% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 1.55 M | $515.91 M | -37.81% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 1.52 M | $506.25 M | -34.13% | 0.31% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 1.51 M | $503.26 M | 7.41% | 0.31% |
| SWISS NATIONAL BANK | 08/08/2024 | 1.48 M | $492.52 M | -3.02% | 0.30% |
| BARCLAYS PLC | 08/14/2024 | 1.47 M | $488.97 M | -36.43% | 0.30% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 1.43 M | $476.66 M | -7.40% | 0.29% |
| CAPITAL WEALTH PLANNING, LLC | 08/09/2024 | 1.38 M | $460.16 M | 6.44% | 0.28% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1.36 M | $452.85 M | 10.61% | 0.28% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 08/08/2024 | 1.32 M | $439.36 M | 0.99% | 0.27% |
| HSBC HOLDINGS PLC | 08/12/2024 | 1.30 M | $432.97 M | 4.19% | 0.26% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/08/2024 | 1.11 M | $369.91 M | 4.31% | 0.23% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 1.03 M | $343.81 M | -3.62% | 0.21% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 1.03 M | $343.59 M | -3.42% | 0.21% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 937,341 | $312.23 M | 0.55% | 0.19% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/13/2024 | 934,703 | $311.35 M | 8.29% | 0.19% |
| NATIONAL PENSION SERVICE | 08/13/2024 | 904,027 | $301.13 M | 0.25% | 0.18% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 876,394 | $312.48 M | -0.92% | 0.18% |
| RHUMBLINE ADVISERS | 08/01/2024 | 861,461 | $286.95 M | -6.06% | 0.17% |
| LPL FINANCIAL LLC | 08/07/2024 | 836,044 | $278.49 M | 7.71% | 0.17% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 810,181 | $269.87 M | 246.60% | 0.16% |
Caterpillar Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CAT shares?
During the previous two years, 3596 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:
STATE STREET CORP: 36.38 M
BlackRock Funding, Inc. /DE: 35.41 M
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 17.73 M
Capital World Investors: 17.49 M
GEODE CAPITAL MANAGEMENT, LLC: 10.21 M
Fisher Asset Management, LLC: 8.95 M
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What percentage of Caterpillar Inc. stock is owned by institutional investors?
69.53% of Caterpillar Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CAT ?
Institutional investors have bought a total of 404.50 M shares in the last 24 months. This purchase volume represents approximately $160.78 B in transactions.