CaterpillarCAT
13F holders, Q2 2026 (June 30)4,064holders +295
393new positions
100sold out
14famous investors
$1061.98avg. 13F price*
At the end of Q2 2026, 4,064 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 295 from Q1 2026. 393 opened new positions and 100 sold out. The largest holders were BlackRock, Inc. ($40.5B), State Street Corp. ($36.6B) and Vanguard Capital Management LLC ($32.0B). 14 famous investors held it, including Bill Gates / Michael Larson (19.7% of Gates Foundation Trust's portfolio), Ken Fisher (3.2% of Fisher Asset Management's portfolio) and Tom Gayner (2.7% of Markel Group's portfolio).
- Company
- Caterpillar Inc.
- Sector
- Industrials
- CUSIP
- 149123101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 393 | $962.0M |
| Exits | 100 | $625.1M |
All 13F filers, Q1 2026 → Q2 2026: 15,715,880 shares bought and 16,657,863 shares sold, net −941,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,064 holders
| BlackRock, Inc. | 0.60% | Add +2.2% | 37,991,505 | $40.5B |
| State Street Corp. | 1.08% | Reduce -1.4% | 34,392,316 | $36.6B |
| Vanguard Capital Management LLC | 0.68% | Reduce -0.5% | 30,077,764 | $32.0B |
| State Farm Mutual Automobile Insurance Co. | 10.57% | Reduce -0.4% | 14,509,304 | $15.5B |
| Vanguard Portfolio Management LLC | 0.58% | Add +2.7% | 12,026,244 | $12.8B |
| Geode Capital Management, LLC | 0.64% | Add +0.4% | 11,175,493 | $11.9B |
| Fisher Asset Management | 3.15% | Add +1.7% | 9,942,521 | $10.6B |
| Morgan Stanley | 0.42% | Add +0.1% | 7,504,426 | $8.0B |
| JPMorgan Chase & Co. | 0.44% | Add +149.1% | 7,325,731 | $7.6B |
| Gates Foundation Trust | 19.65% | No change | 6,353,614 | $6.8B |
| T. Rowe Price Associates Inc. | 0.66% | Add +10.6% | 6,171,628 | $6.6B |
| FMR LLC | 0.27% | Add +51.2% | 5,781,969 | $6.2B |
| Northern Trust Corp. | 0.70% | Reduce -0.3% | 5,664,155 | $6.0B |
| Bank of America Corp. | 0.38% | Reduce -3.8% | 5,463,565 | $5.8B |
| Goldman Sachs Group Inc. | 0.40% | Add +11.2% | 3,570,493 | $3.8B |
| Charles Schwab Investment Management Inc. | 0.47% | Reduce -0.9% | 3,322,782 | $3.5B |
| Invesco Ltd. | 0.28% | Reduce -14.7% | 3,284,093 | $3.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.61% | Reduce -3.5% | 3,153,638 | $3.4B |
| Capital World Investors | 0.39% | Reduce -13.6% | 3,060,432 | $3.3B |
| Bank of New York Mellon Corp | 0.52% | Reduce -13.1% | 2,998,131 | $3.2B |
| Dimensional Fund Advisors LP | 0.53% | Reduce -0.1% | 2,742,185 | $2.9B |
| Vanguard Fiduciary Trust Co. | 0.62% | Add +0.7% | 2,645,238 | $2.8B |
| Legal & General Group Plc | 0.58% | Reduce -5.7% | 2,613,814 | $2.8B |
| Nuveen, LLC | 0.66% | Add +12.6% | 2,600,359 | $2.8B |
| Royal Bank of Canada | 0.41% | Add +0.1% | 2,252,264 | $2.4B |
| Capital Research Global Investors | 0.33% | Reduce -31.3% | 2,198,729 | $2.3B |
| Wells Fargo & Company | 0.39% | Add +3.4% | 2,118,690 | $2.3B |
| Amundi | 0.53% | Reduce -7.0% | 2,062,345 | $2.2B |
| Massachusetts Financial Services Co. | 0.60% | Add +10.4% | 1,748,257 | $1.9B |
| UBS Group AG | 0.29% | Add +21.1% | 1,700,215 | $1.8B |
| Capital International Investors | 0.32% | Reduce -58.1% | 1,450,769 | $1.5B |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.81% | Add +2.0% | 1,377,957 | $1.5B |
| Voya Investment Management LLC | 1.46% | Reduce -3.0% | 1,377,043 | $1.5B |
| Deutsche Bank AG | 0.42% | Add +0.2% | 1,364,014 | $1.5B |
| Swiss National Bank | 0.73% | Reduce -4.4% | 1,312,380 | $1.4B |
| Sumitomo Mitsui Trust Group, Inc. | 0.80% | Reduce -0.5% | 1,307,930 | $1.4B |
| Citigroup Inc. | 0.60% | Add +1.1% | 1,205,934 | $1.3B |
| Capital Wealth Planning, LLC | 6.37% | Add +1.0% | 1,197,856 | $1.3B |
| LPL Financial LLC | 0.28% | Add +7.5% | 1,182,150 | $1.3B |
| Wellington Management Group LLP | 0.21% | Add +2.3% | 1,144,800 | $1.2B |
| Raymond James Financial Inc. | 0.30% | Add +2.9% | 1,055,701 | $1.1B |
| National Pension Service | 0.69% | Add +2.2% | 1,010,122 | $1.1B |
| Vanguard Global Advisers, LLC | 0.49% | Reduce -2.3% | 993,341 | $1.1B |
| California Public Employees Retirement System | 0.58% | Add +9.7% | 965,570 | $1.0B |
| HSBC Holdings PLC | 0.48% | Add +3.5% | 940,436 | $1.0B |
| Ameriprise Financial Inc. | 0.20% | Reduce -4.2% | 934,284 | $995.0M |
| Barclays PLC | 0.31% | Reduce -47.5% | 917,019 | $976.5M |
| Canada Pension Plan Investment Board | 0.53% | Add +82.3% | 907,030 | $965.9M |
| Primecap Management Co. | 0.55% | Reduce -0.1% | 871,700 | $928.3M |
| Franklin Resources Inc. | 0.20% | Reduce -13.3% | 843,713 | $898.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.60% | Add +11.9% | 834,999 | $889.2M |
| Rhumbline Advisers | 0.65% | Add +2.1% | 814,357 | $867.2M |
| Neuberger Berman Group LLC | 0.58% | Reduce -6.4% | 810,361 | $862.3M |
| Bank of Montreal | 0.28% | Reduce -0.5% | 714,120 | $760.5M |
| California State Teachers Retirement System | 0.69% | Reduce -0.7% | 701,786 | $747.3M |
| BNP Paribas Financial Markets | 0.39% | Add +0.7% | 685,740 | $730.2M |
| Principal Financial Group Inc. | 0.35% | Reduce -0.5% | 662,735 | $705.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 1.68% | Reduce -7.6% | 610,219 | $646.5M |
| Fifth Third Bancorp | 1.03% | Add +0.8% | 595,946 | $634.6M |
| Stifel Financial Corp. | 0.52% | Add +2.4% | 591,099 | $629.5M |
| Alliancebernstein L.P. | 0.21% | Add +5.1% | 876,982 | $621.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.49% | Reduce -37.1% | 577,808 | $615.3M |
| HighTower Advisors, LLC | 0.58% | Reduce -4.6% | 564,930 | $601.6M |
| Aberdeen Group plc | 0.82% | Add +5.6% | 546,048 | $581.5M |
| Bessemer Group Inc. | 0.79% | Reduce -0.4% | 538,696 | $573.7M |
| New York State Common Retirement Fund | 0.71% | Add +0.4% | 527,804 | $562.1M |
| Prudential Financial Inc. | 0.61% | Add +1.6% | 526,085 | $560.2M |
| American Century Companies Inc. | 0.24% | Reduce -21.7% | 512,935 | $546.2M |
| CIBC Bancorp USA Inc. | 0.67% | Add +6.0% | 511,515 | $544.9M |
| Corient Private Wealth LP | 0.75% | Reduce -6.8% | 505,859 | $538.7M |
| TD Asset Management Inc | 0.46% | Reduce -14.4% | 501,053 | $533.6M |
| AQR Capital Management | 0.19% | Add +89.2% | 505,020 | $533.2M |
| Victory Capital Management Inc. | 0.29% | Reduce -5.8% | 481,112 | $512.3M |
| US Bancorp \de | 0.55% | Reduce -1.2% | 473,894 | $504.7M |
| Schroder Investment Management Group | 0.34% | Reduce -8.1% | 454,925 | $484.4M |
| Aviva PLC | 0.67% | Add +2.1% | 425,977 | $453.6M |
| Natixis Advisors, LLC | 0.50% | Add +21.7% | 415,152 | $442.1M |
| State Board of Administration of Florida Retirement System | 0.69% | Reduce -4.3% | 390,457 | $415.8M |
| Creative Planning | 0.24% | Add +3.8% | 379,703 | $404.3M |
| Eurizon Capital SGR S.p.A. | 1.08% | Add +10.2% | 382,287 | $404.2M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -12.6% | 370,141 | $394.2M |
| ProShare Advisors LLC | 0.57% | Reduce -16.0% | 369,208 | $393.2M |
| Adage Capital Partners Gp, L.L.C. | 0.55% | Reduce -4.9% | 367,704 | $391.6M |
| Mackenzie Financial Corp. | 0.39% | Reduce -14.8% | 363,903 | $387.5M |
| Nomura Asset Management Co. Ltd. | 0.82% | Reduce -0.4% | 361,458 | $384.9M |
| Quantinno Capital Management LP | 0.46% | Add +16.3% | 358,789 | $382.1M |
| Citadel Advisors | 0.22% | Add +15.0% | 355,861 | $379.0M |
| New York State Teachers Retirement System | 0.70% | Reduce -4.0% | 355,409 | $378.5M |
| Winslow Capital Management, LLC | 1.29% | New | 350,774 | $373.5M |
| Pictet Asset Management Holding SA | 0.35% | Reduce -8.0% | 344,659 | $367.0M |
| Korea Investment CORP | 0.68% | Reduce -9.9% | 337,463 | $359.4M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -1.9% | 336,898 | $358.8M |
| Markel Group | 2.67% | No change | 328,650 | $350.0M |
| CANADA LIFE ASSURANCE Co | 0.55% | Add +2.5% | 324,751 | $345.3M |
| Asset Management One Co., Ltd. | 0.87% | Add +0.2% | 320,025 | $340.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2.30% | Reduce -1.0% | 313,099 | $333.4M |
| Osaic Holdings, Inc. | 0.39% | Add +5.1% | 310,135 | $330.6M |
| Commonwealth Equity Services, LLC | 0.41% | Reduce -6.1% | 309,841 | $330.0M |
| Mariner, LLC | 0.34% | Reduce -3.7% | 308,771 | $328.8M |
| Thrivent Financial for Lutherans | 0.56% | Reduce -39.8% | 308,430 | $328.4M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.