Latest Period
Q2 2026
Security Snapshot
CATERPILLAR INC - Common Stock (CAT) Institutional Ownership
CUSIP: 149123101
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
4,010
Shares (Excl. Options)
329,445,792
Price
$1064.90
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- Security type / class
- Equity / Common Stock
- Symbol
- CAT on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 329,445,792
- Total 13F value
- $349,902,687,366
- Portfolio coverage rank
- 0.24%
- Share change
- -562,736
- Value change
- -$452,593,146
- Number of holders
- 4,010
- Shares outstanding
- 465,543,494
- SEC-reported price per share
- $877.17
- Insider filing price
- $877.17
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CAT - CATERPILLAR INC - Common Stock is tracked under CUSIP 149123101.
- 4010 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 3,746 to 4,010 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $235,008,613,743 to $349,902,687,366.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 4010 institutions filings for Q2 2026.
Security key
149123101
Latest holder period
Q2 2026
13F holders
4,010
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
CAT full holder history
CATERPILLAR INC SEC filings
CATERPILLAR INC company facts
CATERPILLAR INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 149123101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
CAT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 7.5% | $24,637,475,098 | 34,776,099 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026, 4,010 institutional investors reported holding 329,445,792 shares of CATERPILLAR INC - Common Stock (CAT). This represents 71% of the company’s total 465,543,494 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
49%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.2% | 37,991,505 | +2.2% | 0.6% | $40,457,153,173 |
| STATE STREET CORP | 7.4% | 34,392,316 | -1.4% | 1.1% | $36,624,377,308 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.5% | 30,077,764 | -0.52% | 0.68% | $32,029,810,884 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3.1% | 14,509,304 | -0.38% | 11% | $15,450,957,830 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6% | 12,026,244 | +2.7% | 0.58% | $12,806,747,236 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 11,175,493 | +0.43% | 0.64% | $11,916,757,022 |
| Fisher Asset Management, LLC | 2.1% | 9,942,521 | +1.7% | 3.2% | $10,587,791,364 |
| MORGAN STANLEY | 1.6% | 7,504,426 | +0.06% | 0.42% | $7,991,466,469 |
| JPMORGAN CHASE & CO | 1.6% | 7,325,731 | +149% | 0.44% | $7,568,875,009 |
| GATES FOUNDATION TRUST | 1.4% | 6,353,614 | 0% | 20% | $6,765,963,549 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.3% | 6,171,628 | +11% | 0.66% | $6,572,168,000 |
| FMR LLC | 1.2% | 5,781,969 | +51% | 0.27% | $6,157,218,434 |
| NORTHERN TRUST CORP | 1.2% | 5,664,155 | -0.26% | 0.7% | $6,031,758,660 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 5,463,565 | -3.8% | 0.37% | $5,818,149,989 |
| GOLDMAN SACHS GROUP INC | 0.77% | 3,570,493 | +11% | 0.4% | $3,802,217,827 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.71% | 3,322,782 | -0.93% | 0.47% | $3,534,636,603 |
| Invesco Ltd. | 0.71% | 3,284,093 | -15% | 0.28% | $3,497,230,434 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.68% | 3,153,638 | -3.5% | 0.61% | $3,358,309,108 |
| Capital World Investors | 0.66% | 3,060,432 | -14% | 0.38% | $3,256,656,964 |
| Bank of New York Mellon Corp | 0.64% | 2,998,131 | -13% | 0.52% | $3,192,710,156 |
| DIMENSIONAL FUND ADVISORS LP | 0.59% | 2,742,185 | -0.14% | 0.53% | $2,919,766,070 |
| VANGUARD FIDUCIARY TRUST CO | 0.57% | 2,645,238 | +0.7% | 0.62% | $2,816,913,946 |
| Legal & General Group Plc | 0.56% | 2,613,814 | -5.7% | 0.58% | $2,783,450,525 |
| Nuveen, LLC | 0.56% | 2,600,359 | +13% | 0.66% | $2,769,122,088 |
| ROYAL BANK OF CANADA | 0.48% | 2,252,264 | +0.12% | 0.41% | $2,398,437,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 329,445,792 | $349,902,687,366 | -$452,593,146 | $1064.90 | 4,010 |
| 2026 Q1 | 330,866,665 | $235,008,613,743 | -$1,008,579,211 | $708.46 | 3,746 |
| 2025 Q4 | 329,247,402 | $188,641,421,847 | -$2,547,577,661 | $572.87 | 3,511 |
| 2025 Q3 | 333,108,242 | $158,949,044,714 | +$2,637,885,988 | $477.15 | 3,122 |
| 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 |