CATERPILLAR INC (CAT) Top Institutional Shareholders
CATERPILLAR INC (CAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $222.11B in CAT holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CAT tracked by InsiderSet, reporting ownership valued at approximately $26.33B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.40B, representing an estimated gain of +34.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed CAT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., State Street Corp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in CATERPILLAR INC (CAT).
This page ranks the largest institutional CAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3,704
Total Reported Value
$222.11B
Largest Holder
Blackrock, Inc.
Largest Position
$26.33B
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.46% | 37,169,433 | $26,333,056,222 | $35,400,539,684 | +$9,067,483,462 | +34.43% | |
| State Street Corp | 0.85% | 34,880,604 | $24,711,512,710 | $33,220,636,056 | +$8,509,123,346 | +34.43% | |
| Vanguard Capital Management Llc | 0.54% | 30,234,453 | $21,419,900,573 | $28,795,595,382 | +$7,375,694,809 | +34.43% | |
| State Farm Mutual Automobile Insurance Co | 8.13% | 14,564,726 | $10,318,525,782 | $13,871,590,690 | +$3,553,064,908 | +34.43% | |
| Vanguard Portfolio Management Llc | 0.44% | 11,705,890 | $8,293,154,829 | $11,148,806,695 | +$2,855,651,866 | +34.43% | |
| Geode Capital Management, Llc | 0.49% | 11,127,483 | $7,887,200,108 | $10,597,926,084 | +$2,710,725,976 | +34.37% | |
| Fisher Asset Management, Llc | 2.35% | 9,775,952 | $6,925,871,728 | $9,310,714,444 | +$2,384,842,716 | +34.43% | |
| Morgan Stanley | 0.32% | 7,499,662 | $5,313,212,827 | $7,142,753,085 | +$1,829,540,258 | +34.43% | |
| Bill & Melinda Gates Foundation Trust | Bill Gates | 14.22% | 6,353,614 | $4,501,281,374 | $6,051,245,510 | +$1,549,964,136 | +34.43% |
| Northern Trust Corp | 0.53% | 5,678,795 | $4,023,199,106 | $5,408,541,146 | +$1,385,342,040 | +34.43% | |
| Bank Of America Corp | 0.29% | 5,677,578 | $4,022,337,028 | $5,407,382,063 | +$1,385,045,035 | +34.43% | |
| Invesco Ltd. | 0.42% | 3,849,600 | $2,727,287,759 | $3,666,397,536 | +$939,109,777 | +34.43% | |
| Fmr Llc | 0.14% | 3,824,293 | $2,709,358,553 | $3,642,294,896 | +$932,936,343 | +34.43% | |
| Capital World Investors | 0.34% | 3,543,940 | $2,507,646,523 | $3,375,283,895 | +$867,637,372 | +34.60% | |
| Capital International Investors | 0.57% | 3,459,278 | $2,450,758,943 | $3,294,650,960 | +$843,892,017 | +34.43% | |
| Bank Of New York Mellon Corp | 0.45% | 3,448,169 | $2,442,890,289 | $3,284,070,637 | +$841,180,348 | +34.43% | |
| Charles Schwab Investment Management Inc | 0.36% | 3,354,003 | $2,371,558,647 | $3,194,385,997 | +$822,827,350 | +34.70% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.48% | 3,267,533 | $2,314,916,429 | $3,112,031,105 | +$797,114,676 | +34.43% | |
| Goldman Sachs Group Inc | 0.30% | 3,210,971 | $2,274,844,961 | $3,058,160,890 | +$783,315,929 | +34.43% | |
| Capital Research Global Investors | 0.35% | 3,200,849 | $2,267,518,470 | $3,048,520,596 | +$781,002,126 | +34.44% | |
| Legal & General Group Plc | 0.45% | 2,772,592 | $1,964,270,519 | $2,640,644,347 | +$676,373,828 | +34.43% | |
| Dimensional Fund Advisors Lp | 0.40% | 2,746,073 | $1,944,685,070 | $2,615,387,386 | +$670,702,316 | +34.49% | |
| Vanguard Fiduciary Trust Co | 0.48% | 2,626,721 | $1,860,926,759 | $2,501,715,348 | +$640,788,589 | +34.43% | |
| Nuveen, Llc | 0.44% | 2,310,258 | $1,636,725,383 | $2,200,312,822 | +$563,587,439 | +34.43% | |
| Royal Bank Of Canada | 0.30% | 2,249,502 | $1,593,684,000 | $2,142,448,200 | +$548,764,200 | +34.43% | |
| Amundi | 0.43% | 2,217,637 | $1,571,107,013 | $2,112,099,655 | +$540,992,642 | +34.43% | |
| Wells Fargo & Company/Mn | 0.29% | 2,048,603 | $1,451,353,297 | $1,951,109,983 | +$499,756,686 | +34.43% | |
| Barclays Plc | 0.44% | 1,747,581 | $1,238,091,237 | $1,664,413,620 | +$426,322,383 | +34.43% | |
| Massachusetts Financial Services Co | 0.38% | 1,583,565 | $1,134,471,121 | $1,508,203,142 | +$373,732,021 | +32.94% | |
| Voya Investment Management Llc | 1.05% | 1,419,616 | $1,005,741,879 | $1,352,056,475 | +$346,314,596 | +34.43% | |
| Ubs Group Ag | 0.18% | 1,404,577 | $995,086,621 | $1,337,733,181 | +$342,646,560 | +34.43% | |
| Swiss National Bank | 0.56% | 1,373,420 | $973,013,133 | $1,308,058,942 | +$335,045,809 | +34.43% | |
| Deutsche Bank Ag\ | 0.32% | 1,360,881 | $964,129,753 | $1,296,116,673 | +$331,986,920 | +34.43% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.64% | 1,351,377 | $957,396,549 | $1,287,064,969 | +$329,668,420 | +34.43% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.60% | 1,313,890 | $930,838,509 | $1,251,361,975 | +$320,523,466 | +34.43% | |
| Citigroup Inc | 0.54% | 1,193,255 | $845,373,394 | $1,136,467,995 | +$291,094,601 | +34.43% | |
| Capital Wealth Planning, Llc | 4.63% | 1,186,096 | $840,301,230 | $1,129,649,691 | +$289,348,461 | +34.43% | |
| Storebrand Asset Management As | 0.27% | 3,940,739 | $815,028,118 | $3,753,199,231 | +$2,938,171,113 | +360.50% | |
| Wellington Management Group Llp | 0.15% | 1,118,722 | $792,569,789 | $1,065,482,020 | +$272,912,231 | +34.43% | |
| Lpl Financial Llc | 0.21% | 1,099,268 | $778,786,865 | $1,046,953,836 | +$268,166,971 | +34.43% | |
| Raymond James Financial Inc | 0.22% | 1,026,197 | $726,147,528 | $977,360,285 | +$251,212,757 | +34.60% | |
| Vanguard Global Advisers, Llc | 0.39% | 1,017,138 | $720,601,588 | $968,732,403 | +$248,130,815 | +34.43% | |
| National Pension Service | 0.53% | 988,716 | $700,465,737 | $941,663,006 | +$241,197,269 | +34.43% | |
| Ameriprise Financial Inc | 0.16% | 974,909 | $690,766,602 | $928,513,081 | +$237,746,479 | +34.42% | |
| Franklin Resources Inc | 0.17% | 972,741 | $689,148,089 | $926,448,256 | +$237,300,167 | +34.43% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.59% | 918,660 | $650,816,295 | $874,940,971 | +$224,124,676 | +34.44% | |
| Hsbc Holdings Plc | 0.38% | 908,491 | $642,368,003 | $865,255,913 | +$222,887,910 | +34.70% | |
| California Public Employees Retirement System | 0.38% | 879,849 | $623,337,823 | $837,976,986 | +$214,639,163 | +34.43% | |
| Primecap Management Co/Ca/ | 0.49% | 872,260 | $617,961,318 | $830,749,147 | +$212,787,829 | +34.43% | |
| Neuberger Berman Group Llc | 0.47% | 865,879 | $612,908,244 | $824,671,818 | +$211,763,574 | +34.55% |
Frequently asked questions about CAT
Who owns the most CAT stock?
The largest holders of CAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CATERPILLAR INC (CAT).
Is CAT widely held by superinvestors?
Many widely followed stocks like CAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.