Caterpillar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 46.53 M | $18.20 B | 0.10% | 9.61% |
| STATE STREET CORP | 11/14/2024 | 36.38 M | $14.23 B | -0.63% | 7.51% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 35.41 M | $13.85 B | 100.00% | 7.31% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11/12/2024 | 17.73 M | $6.94 B | 0.00% | 3.66% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 17.49 M | $6.84 B | -9.35% | 3.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 10.21 M | $3.99 B | 0.66% | 2.11% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 8.95 M | $3.50 B | 2.34% | 1.85% |
| MORGAN STANLEY | 11/14/2024 | 7.61 M | $2.97 B | 4.48% | 1.57% |
| BILL & MELINDA GATES FOUNDATION TRUST | 11/14/2024 | 7.35 M | $2.88 B | 0.00% | 1.52% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5.97 M | $2.33 B | 24.96% | 1.23% |
| FMR LLC | 11/13/2024 | 4.85 M | $1.90 B | -9.05% | 1.00% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 3.49 M | $1.37 B | -9.59% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 3.28 M | $1.28 B | -4.17% | 0.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 3.23 M | $1.26 B | 0.25% | 0.67% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.10 M | $1.21 B | 0.95% | 0.64% |
| INVESCO LTD. | 11/12/2024 | 2.98 M | $1.17 B | -6.64% | 0.62% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 2.92 M | $1.14 B | -17.62% | 0.60% |
| JPMORGAN CHASE & CO | 12/26/2024 | 2.81 M | $1.10 B | 29.13% | 0.58% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 2.35 M | $918.98 M | 1.66% | 0.49% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 2.14 M | $5.46 M | 39,533.96% | 0.44% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.12 M | $828.43 M | 0.42% | 0.44% |
| ROYAL BANK OF CANADA | 11/14/2024 | 2.02 M | $788.70 M | 14.27% | 0.42% |
| BARCLAYS PLC | 11/19/2024 | 1.87 M | $732.79 M | 27.63% | 0.39% |
| UBS GROUP AG | 11/14/2024 | 1.86 M | $727.12 M | -1.72% | 0.38% |
| AMUNDI | 11/13/2024 | 1.85 M | $716.65 M | -15.03% | 0.38% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1.83 M | $716.31 M | -4.15% | 0.38% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 1.73 M | $675.54 M | -0.22% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 1.65 M | $645.43 M | 6.55% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 1.59 M | $621.92 M | 4.63% | 0.33% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/08/2024 | 1.49 M | $580.99 M | -8.46% | 0.31% |
| CAPITAL WEALTH PLANNING, LLC | 11/12/2024 | 1.48 M | $580.23 M | 7.39% | 0.31% |
| SWISS NATIONAL BANK | 11/07/2024 | 1.45 M | $567.75 M | -1.83% | 0.30% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 1.42 M | $556.95 M | -0.49% | 0.29% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 1.36 M | $531.43 M | 67.71% | 0.28% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/04/2024 | 1.35 M | $527.86 M | 2.32% | 0.28% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.24 M | $484.95 M | -39.51% | 0.26% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.21 M | $473.06 M | -11.03% | 0.25% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 1.07 M | $419.43 M | 112.24% | 0.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 1.03 M | $401.33 M | -0.58% | 0.21% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 1.02 M | $399.76 M | 13.06% | 0.21% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 998,683 | $390.60 M | 6.85% | 0.21% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 927,931 | $362.93 M | -1.00% | 0.19% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 900,971 | $352.35 M | 2.80% | 0.19% |
| LPL FINANCIAL LLC | 11/08/2024 | 879,638 | $344.04 M | 5.21% | 0.18% |
| RHUMBLINE ADVISERS | 11/12/2024 | 865,561 | $338.54 M | 0.48% | 0.18% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 788,056 | $308.22 M | -1.99% | 0.16% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 782,133 | $305.91 M | 34.40% | 0.16% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 761,690 | $297.91 M | 174.39% | 0.16% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 729,654 | $285.38 M | 0.74% | 0.15% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 706,308 | $276.25 M | -1.52% | 0.15% |
Caterpillar Inc.institutional Ownership - FAQ's
During the previous two years, 3616 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 46.53 M
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
69.69% of Caterpillar Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 456.68 M shares in the last 24 months. This purchase volume represents approximately $166.63 B in transactions.