| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10% | $35,514,604,661 | 46,835,122 | The Vanguard Group | 27 Feb 2026 |
As of 31 Dec 2025, 3,443 institutional investors reported holding 329,097,718 shares of CATERPILLAR INC - Common Stock (CAT). This represents 71% of the company’s total 465,557,873 outstanding shares.
The largest institutional shareholders of CATERPILLAR INC - Common Stock (CAT) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10% | 46,385,185 | +0.96% | 0.39% | $26,572,680,931 |
| BlackRock, Inc. | 7.8% | 36,208,775 | +5.6% | 0.35% | $20,742,920,818 |
| STATE STREET CORP | 7.6% | 35,388,550 | +1.1% | 0.68% | $20,273,038,639 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3.7% | 17,431,190 | -0.5% | 7.8% | $9,985,805,816 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 10,610,182 | +0.9% | 0.37% | $6,072,572,127 |
| Fisher Asset Management, LLC | 2% | 9,493,266 | +0.57% | 1.9% | $5,438,408,329 |
| MORGAN STANLEY | 1.5% | 7,075,119 | -2.2% | 0.24% | $4,053,125,269 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 6,738,802 | +15% | 0.28% | $3,860,457,244 |
| GATES FOUNDATION TRUST | 1.4% | 6,353,614 | 0% | 10% | $3,639,794,852 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.3% | 5,993,729 | -12% | 0.37% | $3,433,629,000 |
| NORTHERN TRUST CORP | 1.3% | 5,851,276 | -6.2% | 0.43% | $3,352,020,483 |
| FMR LLC | 0.87% | 4,061,103 | +30% | 0.12% | $2,326,484,121 |
| Capital World Investors | 0.86% | 4,009,003 | -13% | 0.31% | $2,296,956,540 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.83% | 3,859,902 | -26% | 0.39% | $2,211,222,060 |
| Bank of New York Mellon Corp | 0.76% | 3,556,647 | +0.08% | 0.36% | $2,037,496,733 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.76% | 3,544,224 | -13% | 0.43% | $2,030,379,603 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.72% | 3,345,375 | +0.2% | 0.3% | $1,916,471,144 |
| GOLDMAN SACHS GROUP INC | 0.67% | 3,138,320 | +5.3% | 0.26% | $1,797,849,442 |
| Invesco Ltd. | 0.65% | 3,031,666 | +2.3% | 0.27% | $1,736,750,215 |
| Capital Research Global Investors | 0.61% | 2,845,207 | -34% | 0.3% | $1,629,947,951 |
| DIMENSIONAL FUND ADVISORS LP | 0.6% | 2,772,301 | -4.4% | 0.33% | $1,588,239,442 |
| Legal & General Group Plc | 0.58% | 2,720,308 | -2.9% | 0.35% | $1,558,382,838 |
| JPMORGAN CHASE & CO | 0.56% | 2,600,270 | -26% | 0.1% | $1,489,618,654 |
| ROYAL BANK OF CANADA | 0.54% | 2,512,046 | +0.61% | 0.25% | $1,439,075,000 |
| Nuveen, LLC | 0.5% | 2,309,181 | +2.5% | 0.35% | $1,322,860,520 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 329,097,718 | $188,435,743,275 | -$2,564,812,395 | $572.87 | 3,443 |
| 2025 Q3 | 333,106,055 | $158,948,000,883 | +$2,637,872,150 | $477.15 | 3,119 |
| 2025 Q2 | 329,069,620 | $127,754,143,799 | +$1,923,218,023 | $388.21 | 2,986 |
| 2025 Q1 | 324,720,502 | $107,026,756,025 | -$4,777,414,835 | $329.80 | 2,867 |
| 2024 Q4 | 339,191,296 | $123,066,454,688 | -$1,122,704,785 | $362.76 | 2,972 |
| 2024 Q3 | 340,870,576 | $133,322,032,192 | -$386,954,877 | $391.12 | 2,806 |
| 2024 Q2 | 343,122,135 | $114,308,420,613 | -$1,267,660,211 | $333.10 | 2,686 |
| 2024 Q1 | 347,353,767 | $127,186,875,384 | -$1,988,796,116 | $366.43 | 2,683 |
| 2023 Q4 | 352,759,902 | $104,233,005,187 | -$1,046,206,214 | $295.67 | 2,560 |
| 2023 Q3 | 356,225,567 | $97,224,926,438 | -$387,322,558 | $273.00 | 2,389 |
| 2023 Q2 | 357,449,167 | $87,886,030,680 | -$942,855,814 | $246.05 | 2,310 |
| 2023 Q1 | 360,677,009 | $82,415,204,116 | -$379,159,758 | $228.84 | 2,263 |
| 2022 Q4 | 364,252,218 | $87,295,935,469 | +$1,313,885,490 | $239.56 | 2,265 |
| 2022 Q3 | 359,035,582 | $58,989,418,300 | -$1,085,403,598 | $164.08 | 1,952 |
| 2022 Q2 | 365,155,099 | $65,242,672,948 | -$31,240,550 | $178.76 | 2,048 |
| 2022 Q1 | 367,858,517 | $81,926,909,295 | +$1,331,691,414 | $222.82 | 2,160 |
| 2021 Q4 | 361,712,179 | $74,796,361,083 | -$1,907,888,662 | $206.74 | 2,140 |
| 2021 Q3 | 369,785,964 | $71,001,301,565 | -$1,392,251,125 | $191.97 | 1,922 |
| 2021 Q2 | 376,758,683 | $81,923,865,770 | -$497,758,397 | $217.63 | 2,010 |
| 2021 Q1 | 378,978,086 | $87,841,147,262 | +$813,302,641 | $231.87 | 1,992 |
| 2020 Q4 | 376,264,515 | $68,475,869,517 | +$1,069,413,711 | $182.02 | 1,879 |
| 2020 Q3 | 371,825,653 | $55,428,348,286 | +$1,232,489,235 | $149.15 | 1,647 |
| 2020 Q2 | 363,212,439 | $45,934,807,696 | -$304,084,469 | $126.50 | 1,533 |
| 2020 Q1 | 365,552,016 | $42,409,700,867 | -$503,000,631 | $116.04 | 1,474 |
| 2019 Q4 | 368,859,291 | $54,452,290,395 | +$898,414,451 | $147.68 | 1,644 |
| 2019 Q3 | 363,289,823 | $45,884,364,912 | -$1,051,498,801 | $126.31 | 1,473 |
| 2019 Q2 | 370,971,028 | $50,540,311,659 | -$560,839,042 | $136.29 | 1,546 |
| 2019 Q1 | 380,081,700 | $51,487,334,625 | -$613,876,160 | $135.49 | 1,587 |
| 2018 Q4 | 384,843,031 | $48,875,938,687 | -$1,671,292,889 | $127.07 | 1,552 |
| 2018 Q3 | 397,008,755 | $60,510,688,250 | -$241,034,282 | $152.49 | 1,517 |
| 2018 Q2 | 399,479,437 | $54,185,226,649 | -$904,539,937 | $135.67 | 1,507 |
| 2018 Q1 | 405,523,560 | $59,738,560,552 | -$1,348,959,494 | $147.38 | 1,497 |
| 2017 Q4 | 414,911,644 | $65,357,704,613 | +$291,509,818 | $157.58 | 1,479 |
| 2017 Q3 | 412,547,440 | $51,449,353,528 | -$151,144,674 | $124.71 | 1,264 |
| 2017 Q2 | 413,931,954 | $44,467,222,024 | -$478,315,463 | $107.46 | 1,186 |
| 2017 Q1 | 419,606,242 | $38,925,246,183 | +$2,995,856,353 | $92.76 | 1,139 |
| 2016 Q4 | 420,474,798 | $38,993,097,085 | +$99,101,610 | $92.74 | 1,158 |
| 2016 Q3 | 419,988,030 | $37,252,078,928 | +$1,102,626,449 | $88.77 | 1,084 |
| 2016 Q2 | 408,428,290 | $30,962,961,215 | +$267,382,391 | $75.81 | 1,050 |
| 2016 Q1 | 404,417,480 | $30,943,675,143 | -$462,948,175 | $76.54 | 1,076 |
| 2015 Q4 | 410,482,354 | $27,896,680,631 | +$810,413,372 | $67.96 | 1,052 |
| 2015 Q3 | 397,900,375 | $26,006,920,600 | +$103,915,983 | $65.36 | 1,038 |
| 2015 Q2 | 396,840,933 | $33,655,039,708 | +$199,350,617 | $84.82 | 1,119 |
| 2015 Q1 | 394,562,399 | $31,579,520,401 | -$898,940,223 | $80.03 | 1,104 |
| 2014 Q4 | 404,932,404 | $37,037,883,136 | +$700,055,317 | $91.53 | 1,189 |
| 2014 Q3 | 396,574,388 | $39,273,291,961 | -$2,399,758,225 | $99.03 | 1,132 |
| 2014 Q2 | 420,522,740 | $45,695,803,803 | +$2,466,451,286 | $108.67 | 1,163 |
| 2014 Q1 | 397,766,655 | $39,539,724,874 | +$554,386,354 | $99.37 | 1,149 |