Caterpillar Inc. (CAT) Ownership

$398.14

$0.29 (-0.07%)
Last update: 01:00 PM EST
Day's range
$397.59
Day's range
$402.42

Caterpillar Inc. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
VANGUARD GROUP INC 05/09/2025 46.22 M $15.24 B   -1.27% 9.73%
STATE STREET CORP 05/15/2025 36.16 M $11.93 B   -1.28% 7.61%
BLACKROCK, INC. 05/02/2025 35.38 M $11.67 B   -0.39% 7.45%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 05/13/2025 17.67 M $5.83 B   -0.37% 3.72%
GEODE CAPITAL MANAGEMENT, LLC 05/13/2025 10.52 M $3.47 B   0.64% 2.21%
FISHER ASSET MANAGEMENT, LLC 05/14/2025 9.21 M $3.04 B   1.41% 1.94%
CAPITAL WORLD INVESTORS 05/12/2025 8.07 M $2.66 B   -50.76% 1.70%
BILL & MELINDA GATES FOUNDATION TRUST 05/15/2025 7.35 M $2.43 B   0.00% 1.55%
MORGAN STANLEY 05/15/2025 7.17 M $2.36 B   -4.64% 1.51%
NORTHERN TRUST CORP 05/13/2025 6.60 M $2.18 B   -3.65% 1.39%
BANK OF AMERICA CORP /DE/ 05/15/2025 6.20 M $2.05 B   30.98% 1.31%
UBS ASSET MANAGEMENT AMERICAS INC 05/19/2025 4.20 M $1.39 B   6.70% 0.89%
CAPITAL RESEARCH GLOBAL INVESTORS 05/12/2025 3.74 M $1.23 B   27.77% 0.79%
JPMORGAN CHASE & CO 05/12/2025 3.65 M $1.20 B   20.86% 0.77%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 05/09/2025 3.30 M $1.09 B   0.47% 0.70%
GOLDMAN SACHS GROUP INC 06/27/2025 3.18 M $1.05 B   1.15% 0.67%
BANK OF NEW YORK MELLON CORP 04/29/2025 3.16 M $1.04 B   -2.55% 0.67%
INVESCO LTD. 05/12/2025 3.14 M $1.04 B   5.03% 0.66%
DIMENSIONAL FUND ADVISORS LP 05/13/2025 3.09 M $1.02 B   -2.95% 0.65%
LEGAL & GENERAL GROUP PLC 05/15/2025 2.61 M $860.15 M   0.63% 0.55%
UBS GROUP AG 05/13/2025 2.03 M $670.72 M   -5.23% 0.43%
ROYAL BANK OF CANADA 05/15/2025 1.96 M $645.49 M   3.95% 0.41%
FMR LLC 05/12/2025 1.94 M $638.19 M   -59.20% 0.41%
WELLS FARGO & COMPANY/MN 05/13/2025 1.81 M $598.30 M   0.21% 0.38%
CAPITAL WEALTH PLANNING, LLC 05/12/2025 1.63 M $538.39 M   6.61% 0.34%
AMERIPRISE FINANCIAL INC 05/14/2025 1.63 M $536.33 M   -28.57% 0.34%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 05/14/2025 1.59 M $523.46 M   52.91% 0.33%
AMUNDI 05/15/2025 1.55 M $475.42 M   -28.22% 0.33%
SUMITOMO MITSUI TRUST HOLDINGS, INC. 04/25/2025 1.42 M $467.15 M   0.39% 0.30%
PACER ADVISORS, INC. 05/06/2025 1.41 M $466.43 M   2,723.08% 0.30%
DEUTSCHE BANK AG\ 05/09/2025 1.41 M $464.36 M   -10.09% 0.30%
PRIMECAP MANAGEMENT CO/CA/ 05/09/2025 1.38 M $454.95 M   -3.16% 0.29%
BARCLAYS PLC 05/15/2025 1.36 M $449.92 M   4.08% 0.29%
SWISS NATIONAL BANK 05/12/2025 1.36 M $449.06 M   -0.60% 0.29%
05/12/2025 1.28 M $391.79 M   100.00% 0.27%
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 05/12/2025 1.18 M $389.77 M   9.24% 0.25%
CITADEL ADVISORS LLC 05/15/2025 1.12 M $370.79 M   -24.95% 0.24%
HSBC HOLDINGS PLC 05/14/2025 1.11 M $366.98 M   8.52% 0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 05/14/2025 1.11 M $365.91 M   -23.32% 0.23%
NEUBERGER BERMAN GROUP LLC 05/13/2025 1.05 M $346.94 M   -2.06% 0.22%
PRICE T ROWE ASSOCIATES INC /MD/ 05/14/2025 1.04 M $342.37 M   1.53% 0.22%
ALTSHULER SHAHAM LTD 05/15/2025 1.00 M $330.01 M   10,006,160.00% 0.21%
NATIONAL PENSION SERVICE 05/13/2025 997.58 K $329.00 M   8.13% 0.21%
RAYMOND JAMES FINANCIAL INC 05/13/2025 977.46 K $322.37 M   0.38% 0.21%
CITIGROUP INC 05/12/2025 964.43 K $318.07 M   37.90% 0.20%
LPL FINANCIAL LLC 05/07/2025 940.37 K $310.13 M   3.35% 0.20%
JANE STREET GROUP, LLC 05/19/2025 867.00 K $285.94 M   217.93% 0.18%
RHUMBLINE ADVISERS 05/29/2025 857.91 K $282.94 M   -3.43% 0.18%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 05/13/2025 819.63 K $270.31 M   -4.08% 0.17%
JANE STREET GROUP, LLC 05/19/2025 793.00 K $261.53 M   222.75% 0.17%

Caterpillar Inc. institutional Ownership - FAQ's

During the previous two years, 3602 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:

Marotta Asset Management: 0

BUSH INVESTMENT GROUP, LLC: 0

VANGUARD GROUP INC: 46.22 M

STATE STREET CORP: 36.16 M

BlackRock, Inc.: 35.38 M

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 17.67 M

68.21% of Caterpillar Inc. stock is owned by institutional investors.

Institutional investors have bought a total of 461.03 M shares in the last 24 months. This purchase volume represents approximately $183.55 B in transactions.