Caterpillar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 37.99 M | $40.46 B | 2.21% | 8.20% |
| STATE STREET CORP | 08/07/2026 | 34.39 M | $36.62 B | -1.40% | 7.42% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 30.08 M | $32.03 B | -0.52% | 6.49% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 08/12/2026 | 14.51 M | $15.45 B | -0.38% | 3.13% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 12.03 M | $12.81 B | 2.74% | 2.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 11.18 M | $11.92 B | 0.43% | 2.41% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 9.94 M | $10.59 B | 1.70% | 2.15% |
| MORGAN STANLEY | 08/13/2026 | 7.50 M | $7.99 B | 0.06% | 1.62% |
| JPMORGAN CHASE & CO | 08/12/2026 | 7.33 M | $7.57 B | 149.13% | 1.58% |
| BILL & MELINDA GATES FOUNDATION TRUST | 08/14/2026 | 6.35 M | $6.77 B | 0.00% | 1.37% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 6.17 M | $6.57 B | 10.56% | 1.33% |
| FMR LLC | 08/13/2026 | 5.78 M | $6.16 B | 51.19% | 1.25% |
| NORTHERN TRUST CORP | 08/13/2026 | 5.66 M | $6.03 B | -0.26% | 1.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 5.46 M | $5.82 B | -3.77% | 1.18% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 3.57 M | $3.80 B | 11.20% | 0.77% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 3.32 M | $3.53 B | -0.93% | 0.72% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 3.32 M | $3.53 B | 100.00% | 0.72% |
| INVESCO LTD. | 08/14/2026 | 3.28 M | $3.50 B | -14.69% | 0.71% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 3.15 M | $3.36 B | -3.49% | 0.68% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 3.06 M | $3.26 B | -13.64% | 0.66% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 3.00 M | $3.19 B | -13.05% | 0.65% |
| JANE STREET GROUP, LLC | 08/14/2026 | 2.82 M | $3.00 B | 79.30% | 0.61% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.74 M | $2.92 B | -0.14% | 0.59% |
| CITADEL ADVISORS LLC | 08/14/2026 | 2.73 M | $2.91 B | 71.12% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 2.65 M | $2.82 B | 0.70% | 0.57% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 2.61 M | $2.78 B | -5.73% | 0.56% |
| NUVEEN, LLC | 08/11/2026 | 2.60 M | $2.77 B | 12.56% | 0.56% |
| JANE STREET GROUP, LLC | 08/14/2026 | 2.53 M | $2.70 B | 32.99% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 2.53 M | $2.69 B | 18.32% | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 2.39 M | $2.55 B | 40.98% | 0.52% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.25 M | $2.40 B | 0.12% | 0.49% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 2.20 M | $2.34 B | -31.31% | 0.47% |
| CITADEL ADVISORS LLC | 08/14/2026 | 2.16 M | $2.30 B | 6.09% | 0.47% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.12 M | $2.26 B | 3.42% | 0.46% |
| AMUNDI | 08/11/2026 | 2.06 M | $2.20 B | -7.00% | 0.45% |
| BARCLAYS PLC | 08/14/2026 | 1.78 M | $1.89 B | 234.01% | 0.38% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 1.75 M | $1.88 B | 10.40% | 0.38% |
| UBS GROUP AG | 08/13/2026 | 1.70 M | $1.81 B | 21.05% | 0.37% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 1.45 M | $1.54 B | -58.06% | 0.31% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 1.38 M | $1.47 B | 1.97% | 0.30% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/12/2026 | 1.38 M | $1.47 B | -3.00% | 0.30% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.36 M | $1.45 B | 0.23% | 0.29% |
| SWISS NATIONAL BANK | 08/11/2026 | 1.31 M | $1.40 B | -4.44% | 0.28% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 1.31 M | $1.39 B | -0.45% | 0.28% |
| CITIGROUP INC | 08/03/2026 | 1.21 M | $1.28 B | 1.06% | 0.26% |
| CAPITAL WEALTH PLANNING, LLC | 08/14/2026 | 1.20 M | $1.28 B | 0.99% | 0.26% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.18 M | $1.26 B | 7.54% | 0.26% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.14 M | $1.22 B | 2.33% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.06 M | $1.12 B | 2.88% | 0.23% |
| NATIONAL PENSION SERVICE | 08/13/2026 | 1.01 M | $1.08 B | 2.17% | 0.22% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Caterpillar Inc. institutional Ownership - FAQ's
During the previous two years, 5248 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 37.99 M
STATE STREET CORP: 34.39 M
VANGUARD CAPITAL MANAGEMENT LLC: 30.08 M
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 14.51 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 12.03 M
GEODE CAPITAL MANAGEMENT, LLC: 11.18 M
71.92% of Caterpillar Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 516.82 M shares in the last 24 months. This purchase volume represents approximately $364.35 B in transactions.