Caterpillar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 45.94 M | $21.92 B | -0.25% | 9.78% |
| STATE STREET CORP | 11/14/2025 | 35.00 M | $16.70 B | -2.63% | 7.45% |
| BLACKROCK, INC. | 11/12/2025 | 34.28 M | $16.36 B | 1.35% | 7.30% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11/12/2025 | 17.52 M | $8.36 B | -0.85% | 3.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 10.52 M | $5.01 B | 0.46% | 2.24% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 9.44 M | $4.50 B | 0.22% | 2.01% |
| MORGAN STANLEY | 11/14/2025 | 7.24 M | $3.45 B | -0.70% | 1.54% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 6.81 M | $3.25 B | 267.14% | 1.45% |
| BILL & MELINDA GATES FOUNDATION TRUST | 11/14/2025 | 6.35 M | $3.03 B | -13.60% | 1.35% |
| NORTHERN TRUST CORP | 11/14/2025 | 6.24 M | $2.98 B | -3.33% | 1.33% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.85 M | $2.79 B | 14.38% | 1.25% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 5.23 M | $2.49 B | 3,949.81% | 1.11% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 4.59 M | $2.19 B | 0.05% | 0.98% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 4.30 M | $2.05 B | -0.17% | 0.91% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 4.08 M | $1.95 B | -3.54% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 3.55 M | $1.70 B | 20.68% | 0.76% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.52 M | $1.68 B | 8.88% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 3.34 M | $1.59 B | 0.03% | 0.71% |
| FMR LLC | 11/13/2025 | 3.13 M | $1.49 B | 74.10% | 0.67% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 2.98 M | $1.42 B | -2.80% | 0.63% |
| INVESCO LTD. | 11/13/2025 | 2.96 M | $1.41 B | -9.74% | 0.63% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.90 M | $1.38 B | -2.35% | 0.62% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 2.80 M | $1.34 B | 2.15% | 0.60% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.50 M | $1.19 B | 12.75% | 0.53% |
| AMUNDI | 11/14/2025 | 2.38 M | $1.18 B | 24.27% | 0.51% |
| NUVEEN, LLC | 11/12/2025 | 2.25 M | $1.08 B | -4.71% | 0.48% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.00 M | $952.99 M | 4.92% | 0.43% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 1.83 M | $873.38 M | 1,851.75% | 0.39% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 1.78 M | $848.18 M | 36.88% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 1.73 M | $827.76 M | 23.25% | 0.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 1.71 M | $813.97 M | 38.08% | 0.36% |
| UBS GROUP AG | 11/13/2025 | 1.65 M | $785.40 M | -23.92% | 0.35% |
| CAPITAL WEALTH PLANNING, LLC | 11/13/2025 | 1.62 M | $772.59 M | -0.90% | 0.34% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 1.48 M | $705.39 M | -1.40% | 0.31% |
| SWISS NATIONAL BANK | 11/13/2025 | 1.36 M | $646.92 M | -6.29% | 0.29% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.35 M | $643.28 M | -11.15% | 0.29% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 1.27 M | $606.18 M | -7.33% | 0.27% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 1.25 M | $594.12 M | -0.83% | 0.27% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.20 M | $570.74 M | -20.71% | 0.25% |
| BARCLAYS PLC | 11/12/2025 | 1.18 M | $561.44 M | -16.14% | 0.25% |
| CITADEL ADVISORS LLC | 11/14/2025 | 1.10 M | $526.82 M | 10.37% | 0.24% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2025 | 1.06 M | $507.85 M | 1,524.14% | 0.23% |
| JANE STREET GROUP, LLC | 11/14/2025 | 1.05 M | $502.49 M | 52.49% | 0.22% |
| NATIONAL PENSION SERVICE | 11/04/2025 | 1.03 M | $489.20 M | 3.11% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.02 M | $488.08 M | 5.19% | 0.22% |
| LPL FINANCIAL LLC | 11/12/2025 | 983.21 K | $469.14 M | -0.33% | 0.21% |
| JANE STREET GROUP, LLC | 11/14/2025 | 948.10 K | $452.39 M | 83.92% | 0.20% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 925.13 K | $441.42 M | 61.69% | 0.20% |
| HSBC HOLDINGS PLC | 11/13/2025 | 917.31 K | $436.95 M | -0.49% | 0.20% |
| CITADEL ADVISORS LLC | 11/14/2025 | 912.40 K | $435.35 M | 53.81% | 0.19% |
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Caterpillar Inc. institutional Ownership - FAQ's
During the previous two years, 4170 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 45.94 M
STATE STREET CORP: 35 M
BlackRock, Inc.: 34.28 M
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 17.52 M
GEODE CAPITAL MANAGEMENT, LLC: 10.52 M
Fisher Asset Management, LLC: 9.44 M
70.78% of Caterpillar Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 473.29 M shares in the last 24 months. This purchase volume represents approximately $235.68 B in transactions.