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.