CAT Caterpillar Inc.

NYSE
$811.02

Caterpillar Inc. (CAT) Institutional Ownership

What the institutions did with CAT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
4,070
filed a 13F this quarter
Managers holding
3,971
+292 on the quarter
Buyers
1,821
391 opened new
Sellers
1,686
99 sold out entirely
Buyer share
51.9%
of managers who traded it
Breadth
+3.9
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
BlackRock, Inc. 38.0M 11.5%
STATE STREET CORP 34.4M 10.4%
VANGUARD CAPITAL MANAGEMENT LLC 30.1M 9.1%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 14.5M 4.4%
VANGUARD PORTFOLIO MANAGEMENT LLC 12.0M 3.6%
GEODE CAPITAL MANAGEMENT, LLC 11.2M 3.4%
Fisher Asset Management, LLC 9.9M 3.0%
MORGAN STANLEY 7.5M 2.3%
JPMORGAN CHASE & CO 7.3M 2.2%
GATES FOUNDATION TRUST 6.4M 1.9%
PRICE T ROWE ASSOCIATES INC /MD/ 6.2M 1.9%
FMR LLC 5.8M 1.7%
NORTHERN TRUST CORP 5.7M 1.7%
BANK OF AMERICA CORP /DE/ 5.5M 1.7%
GOLDMAN SACHS GROUP INC 3.6M 1.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.3M 1.0%
Invesco Ltd. 3.3M 1.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3.2M 1.0%
Capital World Investors 3.1M 0.9%
Bank of New York Mellon Corp 3.0M 0.9%
DIMENSIONAL FUND ADVISORS LP 2.7M 0.8%
VANGUARD FIDUCIARY TRUST CO 2.6M 0.8%
Legal & General Group Plc 2.6M 0.8%
Nuveen, LLC 2.6M 0.8%
ROYAL BANK OF CANADA 2.3M 0.7%

Largest changes

Manager Action Previous Current Change
JPMORGAN CHASE & CO Increased 2.9M 7.3M +4.4M
DIAMANT ASSET MANAGEMENT, INC. Reduced 3.1M 4.4K -3.1M
Capital International Investors Reduced 3.5M 1.5M -2.0M
FMR LLC Increased 3.8M 5.8M +2.0M
Capital Research Global Investors Reduced 3.2M 2.2M -1.0M
BARCLAYS PLC Reduced 1.7M 917.0K -830.6K
BlackRock, Inc. Increased 37.2M 38.0M +822.1K
PRICE T ROWE ASSOCIATES INC /MD/ Increased 5.6M 6.2M +589.6K
Invesco Ltd. Reduced 3.8M 3.3M -565.5K
STATE STREET CORP Reduced 34.9M 34.4M -488.3K
GFS Advisors, LLC Reduced 500.9K 13.4K -487.6K
Capital World Investors Reduced 3.5M 3.1M -483.5K
Bank of New York Mellon Corp Reduced 3.4M 3.0M -450.0K
CANADA PENSION PLAN INVESTMENT BOARD Increased 497.4K 907.0K +409.6K
GOLDMAN SACHS GROUP INC Increased 3.2M 3.6M +359.5K
Winslow Capital Management, LLC New 0 350.8K +350.8K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Reduced 918.7K 577.8K -340.9K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 11.7M 12.0M +320.4K
UBS Group AG Increased 1.4M 1.7M +295.6K
Holocene Advisors, LP Sold Out 292.9K 0 -292.9K
Nuveen, LLC Increased 2.3M 2.6M +290.1K
Caisse de depot et placement du Quebec Reduced 388.7K 119.9K -268.8K
Rathbones Group PLC Reduced 463.3K 211.1K -252.2K
AQR CAPITAL MANAGEMENT LLC Increased 267.0K 505.0K +238.1K
Cambridge Investment Research Advisors, Inc. Increased 210.6K 426.8K +216.2K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.