Caterpillar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 37.17 M | $26.33 B | 2.65% | 7.97% |
| STATE STREET CORP | 05/15/2026 | 34.88 M | $24.71 B | -1.44% | 7.48% |
| 05/15/2026 | 30.23 M | $21.42 B | 100.00% | 6.48% | |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 05/13/2026 | 14.56 M | $10.32 B | -16.44% | 3.12% |
| 05/08/2026 | 11.71 M | $8.29 B | 100.00% | 2.51% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 11.13 M | $7.89 B | 4.88% | 2.39% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 9.78 M | $6.93 B | 2.98% | 2.10% |
| MORGAN STANLEY | 05/15/2026 | 7.50 M | $5.31 B | 6.00% | 1.61% |
| BILL & MELINDA GATES FOUNDATION TRUST | 05/15/2026 | 6.35 M | $4.50 B | 0.00% | 1.36% |
| NORTHERN TRUST CORP | 05/14/2026 | 5.68 M | $4.02 B | -2.95% | 1.22% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 5.68 M | $4.02 B | -15.75% | 1.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 5.58 M | $3.95 B | -6.87% | 1.20% |
| INVESCO LTD. | 05/12/2026 | 3.85 M | $2.73 B | 26.98% | 0.83% |
| FMR LLC | 05/15/2026 | 3.82 M | $2.71 B | -5.83% | 0.82% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 3.54 M | $2.51 B | -11.60% | 0.76% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 3.46 M | $2.45 B | 61.73% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 3.45 M | $2.44 B | -3.05% | 0.74% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 3.35 M | $2.37 B | 0.26% | 0.72% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 3.27 M | $2.31 B | -7.81% | 0.70% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 3.21 M | $2.27 B | 2.28% | 0.69% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 3.20 M | $2.27 B | 12.50% | 0.69% |
| DIAMANT ASSET MANAGEMENT, INC. | 04/22/2026 | 3.14 M | $3.14 M | 68,427.23% | 0.67% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.94 M | $1.96 B | 13.09% | 0.63% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 2.77 M | $1.96 B | 1.92% | 0.59% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.75 M | $1.94 B | -0.95% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 2.63 M | $1.86 B | 100.00% | 0.56% |
| NUVEEN, LLC | 04/30/2026 | 2.31 M | $1.64 B | 0.05% | 0.50% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.25 M | $1.59 B | -10.45% | 0.48% |
| AMUNDI | 05/18/2026 | 2.22 M | $1.57 B | 29.37% | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 2.13 M | $1.51 B | 25.18% | 0.46% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.05 M | $1.45 B | 2.02% | 0.44% |
| CITADEL ADVISORS LLC | 05/15/2026 | 2.03 M | $1.44 B | 45.57% | 0.44% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.91 M | $1.35 B | 105.31% | 0.41% |
| BARCLAYS PLC | 05/15/2026 | 1.75 M | $1.24 B | 52.25% | 0.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 1.70 M | $1.20 B | -0.88% | 0.36% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.60 M | $1.13 B | 30.88% | 0.34% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 1.58 M | $1.13 B | -13.75% | 0.34% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.57 M | $1.11 B | 30.91% | 0.34% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 1.42 M | $1.01 B | -0.47% | 0.30% |
| UBS GROUP AG | 05/05/2026 | 1.40 M | $995.09 M | 9.73% | 0.30% |
| SWISS NATIONAL BANK | 05/07/2026 | 1.37 M | $973.01 M | 6.98% | 0.29% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.36 M | $964.13 M | -6.16% | 0.29% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 1.35 M | $957.40 M | 4.72% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 1.31 M | $930.84 M | -2.85% | 0.28% |
| CITIGROUP INC | 05/11/2026 | 1.19 M | $845.37 M | 134.01% | 0.26% |
| CAPITAL WEALTH PLANNING, LLC | 05/15/2026 | 1.19 M | $840.30 M | -9.40% | 0.25% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.12 M | $792.57 M | -71.02% | 0.24% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.10 M | $778.79 M | 7.43% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.03 M | $726.15 M | 0.70% | 0.22% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 1.02 M | $720.60 M | 100.00% | 0.22% |
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Caterpillar Inc. institutional Ownership - FAQ's
During the previous two years, 4541 institutional investors and hedge funds held shares of Caterpillar Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 37.17 M
STATE STREET CORP: 34.88 M
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 14.56 M
GEODE CAPITAL MANAGEMENT, LLC: 11.13 M
Fisher Asset Management, LLC: 9.78 M
MORGAN STANLEY: 7.5 M
71.03% of Caterpillar Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 469.48 M shares in the last 24 months. This purchase volume represents approximately $330.98 B in transactions.