CaterpillarCAT
13F holders, Q1 2024 (March 31)2,712holders
12famous investors
$365.72avg. 13F price*
At the end of Q1 2024, 2,712 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings. The largest holders were Vanguard Group Inc. ($17.5B), State Street Corp. ($13.7B) and BlackRock Inc. ($12.3B). 12 famous investors held it, including Bill Gates / Michael Larson (5.9% of Gates Foundation Trust's portfolio), Ken Fisher (1.4% of Fisher Asset Management's portfolio) and Tom Gayner (1.1% 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 221 | $290.3M |
| Exits | 87 | $313.4M |
Ownership 2,712 holders
| Vanguard Group Inc. | 0.35% | Reduce -1.0% | 47,866,367 | $17.5B |
| State Street Corp. | 0.61% | Reduce -0.9% | 37,392,747 | $13.7B |
| BlackRock Inc. | 0.29% | Add +0.1% | 33,534,129 | $12.3B |
| Capital World Investors | 1.71% | Reduce -3.0% | 28,172,698 | $10.3B |
| State Farm Mutual Automobile Insurance Co. | 5.86% | No change | 17,761,276 | $6.5B |
| Geode Capital Management, LLC | 0.35% | Add +3.5% | 10,219,712 | $3.7B |
| Fisher Asset Management | 1.43% | Add +2.5% | 8,341,641 | $3.1B |
| Gates Foundation Trust | 5.88% | No change | 7,353,614 | $2.7B |
| Morgan Stanley | 0.21% | Add +0.0% | 7,199,684 | $2.6B |
| Northern Trust Corp. | 0.41% | Reduce -3.5% | 6,418,773 | $2.4B |
| FMR LLC | 0.15% | Add +7.8% | 5,950,009 | $2.2B |
| Norges Bank | 0.34% | Add +5.8% | 5,942,737 | $2.2B |
| Bank of America Corp. | 0.17% | Reduce -1.0% | 4,650,332 | $1.7B |
| Bank of New York Mellon Corp | 0.25% | Reduce -4.4% | 3,614,141 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.27% | Add +0.8% | 3,291,247 | $1.2B |
| Goldman Sachs Group Inc. | 0.24% | Add +1.0% | 3,142,765 | $1.2B |
| Legal & General Group Plc | 0.32% | Reduce -0.9% | 3,043,928 | $1.1B |
| Dimensional Fund Advisors LP | 0.29% | Add +2.5% | 2,904,482 | $1.1B |
| Invesco Ltd. | 0.21% | Reduce -10.8% | 2,714,943 | $994.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.34% | Add +8.9% | 2,570,087 | $941.8M |
| Nuveen Asset Management, LLC | 0.27% | Reduce -8.5% | 2,490,078 | $912.4M |
| Amundi | 0.38% | Reduce -23.8% | 2,440,654 | $873.7M |
| Barclays PLC | 0.38% | Add +62.4% | 2,309,109 | $846.1M |
| JPMorgan Chase & Co. | 0.07% | Add +6.9% | 2,145,772 | $786.3M |
| Capital Research Global Investors | 0.17% | Add +6.3% | 2,020,100 | $740.2M |
| Ameriprise Financial Inc. | 0.19% | Reduce -2.7% | 1,910,694 | $700.2M |
| UBS Group AG | 0.22% | Add +4.9% | 1,847,030 | $676.8M |
| Wells Fargo & Company | 0.18% | Reduce -0.5% | 1,827,530 | $669.7M |
| Royal Bank of Canada | 0.16% | Reduce -22.3% | 1,735,979 | $636.1M |
| Primecap Management Co. | 0.47% | Reduce -4.1% | 1,730,972 | $634.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.39% | Reduce -0.5% | 1,545,258 | $566.2M |
| Swiss National Bank | 0.39% | Reduce -4.4% | 1,524,600 | $558.7M |
| Deutsche Bank AG | 0.24% | Reduce -2.8% | 1,406,554 | $515.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.95% | Reduce -15.0% | 1,306,020 | $478.6M |
| Capital Wealth Planning, LLC | 5.08% | Add +9.8% | 1,297,882 | $475.6M |
| HSBC Holdings PLC | 0.33% | Reduce -9.9% | 1,249,720 | $457.8M |
| T. Rowe Price Associates Inc. | 0.05% | Reduce -4.8% | 1,070,860 | $392.4M |
| Lazard Asset Management LLC | 0.51% | Reduce -3.8% | 1,068,019 | $391.4M |
| Nordea Investment Management AB | 0.46% | Add +5.1% | 1,067,960 | $389.9M |
| Credit Suisse AG/ | 0.36% | Reduce -9.6% | 1,010,934 | $370.4M |
| California Public Employees Retirement System | 0.24% | Reduce -22.9% | 932,223 | $341.6M |
| Rhumbline Advisers | 0.32% | Reduce -0.9% | 917,006 | $336.0M |
| National Pension Service | 0.40% | Reduce -0.2% | 901,804 | $330.4M |
| Bank of Montreal | 0.10% | Reduce -21.1% | 884,539 | $322.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.44% | Add +12.5% | 863,117 | $316.3M |
| California State Teachers Retirement System | 0.38% | Add +0.4% | 822,324 | $301.3M |
| LPL Financial LLC | 0.15% | Reduce -1.2% | 776,220 | $284.4M |
| Citigroup Inc. | 0.30% | Add +6.1% | 753,871 | $276.2M |
| Principal Financial Group Inc. | 0.16% | Add +3.4% | 752,651 | $275.8M |
| ProShare Advisors LLC | 0.73% | Reduce -10.5% | 747,697 | $274.0M |
| Corient Private Wealth LP | 0.47% | Reduce -2.2% | 727,454 | $266.6M |
| Los Angeles Capital Management LLC | 0.89% | Reduce -5.8% | 712,689 | $261.2M |
| New York State Common Retirement Fund | 0.33% | Reduce -2.6% | 688,365 | $252.2M |
| Stifel Financial Corp. | 0.27% | Reduce -3.0% | 642,874 | $235.6M |
| BNP Paribas Financial Markets | 0.29% | Add +83.1% | 632,517 | $231.8M |
| US Bancorp \de | 0.32% | Reduce -3.4% | 619,629 | $227.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.86% | Add +1.9% | 611,898 | $223.7M |
| Raymond James & Associates | 0.15% | Reduce -5.8% | 604,691 | $221.6M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -12.2% | 597,303 | $218.9M |
| Victory Capital Management Inc. | 0.21% | Add +15.8% | 581,782 | $213.2M |
| Alliancebernstein L.P. | 0.07% | Reduce -7.2% | 559,266 | $204.9M |
| Neuberger Berman Group LLC | 0.17% | Add +1.0% | 555,272 | $203.5M |
| Voya Investment Management LLC | 0.22% | Reduce -31.9% | 529,467 | $194.0M |
| New York State Teachers Retirement System | 0.40% | Reduce -2.9% | 524,824 | $192.3M |
| Bank of Nova Scotia | 0.39% | Add +118.4% | 524,320 | $192.1M |
| Zacks Investment Management | 2.04% | Add +4.0% | 521,038 | $190.9M |
| Fifth Third Bancorp | 0.72% | Add +3.3% | 502,108 | $184.0M |
| Thrivent Financial for Lutherans | 0.37% | Add +23.9% | 494,674 | $181.3M |
| Capital International Investors | 0.04% | Add +99.9% | 488,660 | $179.1M |
| American Century Companies Inc. | 0.11% | Add +15.0% | 477,810 | $175.1M |
| Manufacturers Life Insurance Company, The | 0.16% | Reduce -10.9% | 472,156 | $173.0M |
| HighTower Advisors, LLC | 0.28% | Reduce -7.2% | 468,514 | $171.6M |
| Commonwealth Equity Services, LLC | 0.27% | Add +1.2% | 442,913 | $162.3M |
| Canada Pension Plan Investment Board | 0.16% | Add +306.9% | 407,677 | $149.4M |
| APG Asset Management N.V. | 0.26% | Add +6.3% | 433,828 | $147.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.34% | Add +16.3% | 400,496 | $146.5M |
| Baird Financial Group, Inc. | 0.31% | Reduce -8.4% | 397,511 | $145.7M |
| Prudential Financial Inc. | 0.19% | Reduce -8.7% | 373,009 | $136.7M |
| DekaBank Deutsche Girozentrale | 0.25% | Reduce -37.1% | 372,828 | $136.5M |
| Aberdeen Group plc | 0.27% | Add +0.9% | 371,821 | $136.2M |
| Franklin Resources Inc. | 0.04% | Reduce -5.4% | 370,744 | $135.9M |
| State Board of Administration of Florida Retirement System | 0.32% | Add +8.1% | 593,608 | $135.8M |
| Schroder Investment Management Group | 0.16% | Add +4.4% | 368,371 | $135.0M |
| Toronto Dominion Bank | 0.21% | Reduce -1.1% | 357,277 | $130.9M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -1.9% | 356,953 | $130.8M |
| Penserra Capital Management LLC | 1.53% | Reduce -17.3% | 332,200 | $121.7M |
| SG Americas Securities, LLC | 0.61% | Reduce -8.3% | 321,800 | $117.9M |
| Asset Management One Co., Ltd. | 0.45% | Reduce -1.8% | 320,515 | $117.4M |
| Great Lakes Advisors, LLC | 1.00% | Reduce -7.2% | 320,471 | $117.4M |
| Danske Bank A/S | 0.36% | — | 314,613 | $115.3M |
| Raymond James Financial Services Advisors, Inc. | 0.17% | Reduce -5.2% | 309,113 | $113.3M |
| Markel Group | 1.11% | Add +1.5% | 307,600 | $112.7M |
| First Trust Advisors LP | 0.11% | Reduce -24.2% | 297,327 | $108.9M |
| State of New Jersey Common Pension Fund D | 0.32% | No change | 293,188 | $107.4M |
| Rockefeller Capital Management L.P. | 0.31% | Reduce -10.1% | 291,938 | $107.0M |
| Korea Investment CORP | 0.27% | Reduce -33.0% | 290,105 | $106.3M |
| Chevy Chase Trust Holdings, LLC | 0.35% | Reduce -1.1% | 288,674 | $105.8M |
| Panagora Asset Management Inc. | 0.55% | Reduce -32.5% | 285,700 | $104.7M |
| Osaic Holdings, Inc. | 0.23% | Reduce -15.9% | 284,071 | $104.2M |
| State of Wisconsin Investment Board | 0.27% | Add +2.4% | 280,518 | $102.8M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.