Institutional Ownership
Caterpillar Inc
CUSIP 149123101COMCATQ1 2026
Institutional Holders
3,693
13F filers
Shares Held
283.87M
Aggregate institutional
Institutional Value
$190.09B
Q1 2026
Net New Holders
+212
329 new · 117 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions329
Increased1,269
Decreased1,526
Sold out117
Institutional Holders
3,693 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 37.17M | $26.33B | +960.7K | Added |
| 2 | State Street Corp | 34.88M | $24.71B | −507.9K | Reduced |
| 3 | State Farm Mutual Automobile Insurance Co | 14.56M | $10.32B | −2.87M | Reduced |
| 4 | Geode Capital Management, LLC | 11.13M | $7.89B | +517.3K | Added |
| 5 | Fisher Asset Management, LLC | 9.78M | $6.93B | +282.7K | Added |
| 6 | Morgan Stanley | 7.50M | $5.31B | +424.5K | Added |
| 7 | Gates Foundation Trust | 6.35M | $4.50B | 0 | Held |
| 8 | Northern Trust Corp | 5.68M | $4.02B | −172.5K | Reduced |
| 9 | Bank Of America Corp /De/ | 5.68M | $4.02B | −1.06M | Reduced |
| 10 | Invesco Ltd. | 3.85M | $2.73B | +817.9K | Added |
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