Institutional Ownership
Caterpillar Inc
CUSIP 149123101COMCATQ1 2026
13D / 13G Filings
19
Schedule 13D/13G on record
Beneficial Filers
5
Distinct reporting persons
Largest Stake
10.1%
Max % of class reported
Institutional Holders
3,693
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
19 filings · latest Mar 5, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 5, 2026 | The Vanguard Group | 13G/A | 10.1% | 46.84M | SEC |
| 2 | Nov 13, 2024 | Capital World Investors | 13G/A | 3.7% | 17.83M | SEC |
| 3 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 9.5% | 48.35M | SEC |
| 4 | Feb 12, 2024 | Blackrock Inc. | 13G/A | 6.6% | 33.51M | SEC |
| 5 | Feb 9, 2024 | Capital World Investors | 13G/A | 5.8% | 29.45M | SEC |
| 6 | Jan 30, 2024 | State Street Corp | 13G/A | 7.4% | — | SEC |
| 7 | Feb 13, 2023 | Capital World Investors | 13G | 5.6% | 29.38M | SEC |
| 8 | Feb 9, 2023 | Vanguard Group Inc | 13G/A | 9.4% | 48.70M | SEC |
| 9 | Feb 9, 2023 | State Street Corp | 13G/A | 7.7% | — | SEC |
| 10 | Jan 31, 2023 | Blackrock Inc. | 13G/A | 7.0% | 36.46M | SEC |
9 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Caterpillar Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 37.17M | $26.33B |
| 2 | State Street Corp | 34.88M | $24.71B |
| 3 | State Farm Mutual Automobile Insurance Co | 14.56M | $10.32B |
| 4 | Geode Capital Management, LLC | 11.13M | $7.89B |
| 5 | Fisher Asset Management, LLC | 9.78M | $6.93B |
| 6 | Morgan Stanley | 7.50M | $5.31B |
| 7 | Gates Foundation Trust | 6.35M | $4.50B |
| 8 | Northern Trust Corp | 5.68M | $4.02B |
| 9 | Bank Of America Corp /De/ | 5.68M | $4.02B |
| 10 | Invesco Ltd. | 3.85M | $2.73B |