Caterpillar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 46.81 M | $16.98 B | 0.61% | 9.67% |
| STATE STREET CORP | 02/14/2025 | 36.63 M | $13.29 B | 0.68% | 7.57% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 35.52 M | $12.88 B | 0.30% | 7.34% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 02/12/2025 | 17.73 M | $6.43 B | 0.00% | 3.66% |
| CAPITAL WORLD INVESTORS | 02/13/2025 | 16.40 M | $5.95 B | -6.21% | 3.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 10.45 M | $3.79 B | 2.31% | 2.16% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 9.08 M | $3.29 B | 1.44% | 1.88% |
| BILL & MELINDA GATES FOUNDATION TRUST | 02/14/2025 | 7.35 M | $2.67 B | 0.00% | 1.52% |
| NORGES BANK | 02/12/2025 | 6.02 M | $2.18 B | 100.00% | 1.24% |
| FMR LLC | 02/13/2025 | 4.74 M | $1.72 B | -2.30% | 0.98% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 3.94 M | $1.43 B | 8.63% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 3.29 M | $1.19 B | 1.91% | 0.68% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 3.24 M | $1.18 B | -1.25% | 0.67% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 3.18 M | $1.15 B | 2.66% | 0.66% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 3.15 M | $1.14 B | 7.88% | 0.65% |
| JPMORGAN CHASE & CO | 02/12/2025 | 3.02 M | $1.10 B | 7.33% | 0.62% |
| INVESCO LTD. | 02/13/2025 | 2.99 M | $1.09 B | 0.31% | 0.62% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 2.92 M | $1.06 B | 69.30% | 0.60% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 2.59 M | $940.21 M | -25.78% | 0.54% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 2.28 M | $825.83 M | 7.50% | 0.47% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 2.20 M | $797.49 M | -6.44% | 0.45% |
| AMUNDI | 02/07/2025 | 2.17 M | $782.11 M | 17.26% | 0.45% |
| UBS GROUP AG | 02/14/2025 | 2.15 M | $778.46 M | 15.43% | 0.44% |
| ROYAL BANK OF CANADA | 02/14/2025 | 1.88 M | $683.01 M | -6.63% | 0.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1.81 M | $656.74 M | -1.15% | 0.37% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 1.57 M | $568.11 M | -8.73% | 0.32% |
| CAPITAL WEALTH PLANNING, LLC | 02/05/2025 | 1.53 M | $555.46 M | 3.21% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 1.45 M | $524.91 M | -12.31% | 0.30% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 1.42 M | $516.73 M | -4.11% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 1.41 M | $511.82 M | -0.92% | 0.29% |
| SWISS NATIONAL BANK | 02/10/2025 | 1.37 M | $496.91 M | -5.64% | 0.28% |
| BARCLAYS PLC | 02/13/2025 | 1.31 M | $475.49 M | -30.04% | 0.27% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/12/2025 | 1.08 M | $393.59 M | 8.33% | 0.22% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 1.07 M | $389.51 M | 0.13% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 1.04 M | $376.54 M | -34.72% | 0.21% |
| HSBC HOLDINGS PLC | 02/14/2025 | 1.03 M | $372.85 M | 0.66% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 1.02 M | $370.89 M | -0.36% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 973,730 | $353.23 M | 100.00% | 0.20% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 02/10/2025 | 932,467 | $338.26 M | -30.91% | 0.19% |
| NATIONAL PENSION SERVICE | 02/05/2025 | 922,596 | $334.68 M | -9.74% | 0.19% |
| RHUMBLINE ADVISERS | 01/30/2025 | 888,409 | $322.28 M | 2.64% | 0.18% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 854,517 | $309.98 M | -7.91% | 0.18% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 850,002 | $308.35 M | -5.66% | 0.18% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 756,420 | $274.40 M | -4.01% | 0.16% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 723,776 | $262.56 M | -0.81% | 0.15% |
| CI PRIVATE WEALTH, LLC | 02/10/2025 | 702,840 | $253.80 M | -0.49% | 0.15% |
| PROSHARE ADVISORS LLC | 02/14/2025 | 702,300 | $254.77 M | 2.06% | 0.15% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 701,866 | $254.78 M | 11.88% | 0.15% |
| CITIGROUP INC | 02/12/2025 | 699,390 | $253.71 M | -73.57% | 0.14% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 02/07/2025 | 698,099 | $273.53 M | 12.24% | 0.14% |
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Caterpillar Inc. institutional Ownership - FAQ's
During the previous two years, 3660 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 46.81 M
STATE STREET CORP: 36.63 M
BlackRock Funding, Inc. /DE: 35.52 M
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 17.73 M
Capital World Investors: 16.4 M
GEODE CAPITAL MANAGEMENT, LLC: 10.45 M
69.96% of Caterpillar Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 468.12 M shares in the last 24 months. This purchase volume represents approximately $170.49 B in transactions.