Caterpillar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 46.39 M | $26.57 B | 0.96% | 9.94% |
| BLACKROCK, INC. | 02/12/2026 | 36.21 M | $20.74 B | 5.61% | 7.76% |
| STATE STREET CORP | 02/13/2026 | 35.39 M | $20.27 B | 1.10% | 7.59% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 02/11/2026 | 17.43 M | $9.99 B | -0.50% | 3.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 10.61 M | $6.07 B | 0.90% | 2.27% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 9.49 M | $5.44 B | 0.57% | 2.04% |
| MORGAN STANLEY | 02/13/2026 | 7.08 M | $4.05 B | -2.24% | 1.52% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6.74 M | $3.86 B | 15.23% | 1.44% |
| BILL & MELINDA GATES FOUNDATION TRUST | 02/17/2026 | 6.35 M | $3.64 B | 0.00% | 1.36% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 5.99 M | $3.43 B | -12.02% | 1.28% |
| NORTHERN TRUST CORP | 02/17/2026 | 5.85 M | $3.35 B | -6.19% | 1.25% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 4.01 M | $2.30 B | -12.63% | 0.86% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 3.86 M | $2.21 B | -26.17% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 3.56 M | $2.04 B | 0.08% | 0.76% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 3.54 M | $2.03 B | -13.11% | 0.76% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 3.35 M | $1.92 B | 0.20% | 0.72% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 3.14 M | $1.80 B | 5.30% | 0.67% |
| INVESCO LTD. | 02/19/2026 | 3.03 M | $1.74 B | 2.32% | 0.65% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 2.85 M | $1.63 B | -33.76% | 0.61% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.77 M | $1.59 B | -4.36% | 0.59% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 2.72 M | $1.56 B | -2.92% | 0.58% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.60 M | $1.49 B | -26.23% | 0.56% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.51 M | $1.44 B | 0.61% | 0.54% |
| NUVEEN, LLC | 02/12/2026 | 2.31 M | $1.32 B | 2.45% | 0.50% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 2.14 M | $1.23 B | 100.00% | 0.46% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.01 M | $1.15 B | 0.54% | 0.43% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 1.84 M | $1.05 B | 0.30% | 0.39% |
| AMUNDI | 02/17/2026 | 1.71 M | $981.98 M | -27.85% | 0.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 1.71 M | $981.56 M | 0.44% | 0.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 1.70 M | $976.63 M | -1.73% | 0.37% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 1.45 M | $830.77 M | 7.57% | 0.31% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 1.43 M | $817.13 M | -19.76% | 0.31% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.40 M | $800.01 M | 26.48% | 0.30% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 1.35 M | $774.79 M | -8.51% | 0.29% |
| CAPITAL WEALTH PLANNING, LLC | 02/11/2026 | 1.31 M | $763.49 M | -19.14% | 0.28% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 1.29 M | $772.27 M | 3.65% | 0.28% |
| SWISS NATIONAL BANK | 02/12/2026 | 1.28 M | $735.44 M | -5.31% | 0.28% |
| UBS GROUP AG | 01/29/2026 | 1.28 M | $733.27 M | -22.24% | 0.27% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.22 M | $698.61 M | 33.66% | 0.26% |
| JANE STREET GROUP, LLC | 02/12/2026 | 1.20 M | $688.48 M | 26.76% | 0.26% |
| BARCLAYS PLC | 02/13/2026 | 1.15 M | $657.56 M | -2.45% | 0.25% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.05 M | $599.69 M | -12.50% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.02 M | $586.17 M | 4.07% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.02 M | $583.89 M | -0.38% | 0.22% |
| NATIONAL PENSION SERVICE | 02/10/2026 | 979.01 K | $560.84 M | -4.51% | 0.21% |
| JANE STREET GROUP, LLC | 02/12/2026 | 928.30 K | $531.80 M | -11.85% | 0.20% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 883.06 K | $505.88 M | -4.55% | 0.19% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 880.17 K | $504.22 M | -30.72% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 876.49 K | $502.11 M | -2.67% | 0.19% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 873.72 K | $500.53 M | 70.15% | 0.19% |
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Caterpillar Inc. institutional Ownership - FAQ's
During the previous two years, 4072 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 46.39 M
BlackRock, Inc.: 36.21 M
STATE STREET CORP: 35.39 M
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 17.43 M
GEODE CAPITAL MANAGEMENT, LLC: 10.61 M
Fisher Asset Management, LLC: 9.49 M
56.54% of Caterpillar Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 421.08 M shares in the last 24 months. This purchase volume represents approximately $319.88 B in transactions.