CATERPILLAR INC CAT
$963.53
-2.8% 52w: $356.66 – $1,065
Latest 13F among current holders filed 2 days ago (Jul 2, 2026)
Price — last 12 months
research preview data356.66710.781,065
Jun 20, 2025 Jul 2, 2026
Institutional holders
3.7K
+211 QoQ
13F value
$235.16B
+24.0% QoQ
Smart-money holders
429
signal tier ≥ 2
New smart buyers
60
Q1 2026
Options barometer
1.0×
$5.92B calls / $5.74B puts
Institutional value by quarter
Number of holders
Who owns CAT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 37.2M | $26.33B | 0.5% | +2.7% |
| STATE STREET CORP | Index provider | 34.9M | $24.71B | 0.9% | -1.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 30.2M | $21.42B | 0.5% | — |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Insurance | 14.6M | $10.32B | 8.1% | -16.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 11.7M | $8.29B | 0.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 11.1M | $7.89B | 0.5% | +4.9% |
| Fisher Asset Management, LLC | Long only active | 9.8M | $6.93B | 2.3% | +3.0% |
| MORGAN STANLEY | Bank broker | 7.5M | $5.31B | 0.3% | +6.0% |
| GATES FOUNDATION TRUST ★3 | Fundamental concentrated | 6.4M | $4.50B | 14.2% | Held |
| NORTHERN TRUST CORP | Index provider | 5.7M | $4.02B | 0.5% | -2.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.7M | $4.02B | 0.3% | -15.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 5.6M | $3.95B | 0.5% | -6.9% |
| DIAMANT ASSET MANAGEMENT, INC. ★2 | Fundamental diversified | 3.1M | $3.14B | 2.3% | +68427.2% |
| Invesco Ltd. | Index provider | 3.8M | $2.73B | 0.4% | +27.0% |
| FMR LLC | Long only active | 3.8M | $2.71B | 0.1% | -5.8% |
| Capital World Investors | Long only active | 3.5M | $2.51B | 0.3% | -11.6% |
| Capital International Investors | Long only active | 3.5M | $2.45B | 0.6% | +61.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.4M | $2.44B | 0.4% | -3.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.4M | $2.37B | 0.4% | +0.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 3.3M | $2.31B | 0.5% | -7.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.2M | $2.27B | 0.3% | +2.3% |
| Capital Research Global Investors | Long only active | 3.2M | $2.27B | 0.4% | +12.5% |
| Legal & General Group Plc | Diversified mechanical | 2.8M | $1.96B | 0.5% | +1.9% |
| JPMORGAN CHASE & CO | Bank broker | 2.9M | $1.96B | 0.1% | +13.1% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.7M | $1.94B | 0.4% | -0.9% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 2.6M | $1.86B | 0.5% | — |
| Nuveen, LLC | Diversified mechanical | 2.3M | $1.64B | 0.4% | 0.0% |
| ROYAL BANK OF CANADA | Bank broker | 2.2M | $1.59B | 0.3% | -10.5% |
| Amundi | Diversified mechanical | 2.2M | $1.57B | 0.4% | +29.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.0M | $1.45B | 0.3% | +2.0% |
| BARCLAYS PLC | Bank broker | 1.7M | $1.24B | 0.4% | +52.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 1.6M | $1.13B | 0.4% | -13.7% |
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 1.4M | $1.01B | 1.2% | -0.5% |
| UBS Group AG | Bank broker | 1.4M | $995.1M | 0.2% | +9.7% |
| Swiss National Bank | Index provider | 1.4M | $973.0M | 0.6% | +7.0% |
| DEUTSCHE BANK AG\ | Bank broker | 1.4M | $964.1M | 0.3% | -6.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 1.4M | $957.4M | 0.6% | +4.7% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 1.3M | $930.8M | 0.6% | -2.9% |
| CITIGROUP INC | Bank broker | 1.2M | $845.4M | 0.5% | +134.0% |
| Capital Wealth Planning, LLC ★2 | Fundamental diversified | 1.2M | $840.3M | 4.6% | -9.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.1M | $792.6M | 0.1% | -71.0% |
| LPL Financial LLC | Bank broker | 1.1M | $778.8M | 0.2% | +7.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $726.1M | 0.2% | +0.7% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 1.0M | $720.6M | 0.4% | — |
| National Pension Service | Other | 988.7K | $700.5M | 0.5% | +1.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 974.9K | $690.8M | 0.2% | -6.8% |
| FRANKLIN RESOURCES INC | Long only active | 972.7K | $689.1M | 0.2% | +11.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 918.7K | $650.8M | 0.6% | +18.8% |
| HSBC HOLDINGS PLC | Bank broker | 908.5K | $642.4M | 0.4% | -55.1% |
| California Public Employees Retirement System | Pension sovereign | 879.8K | $623.3M | 0.4% | +0.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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