Who owns CAT?
Institutional ownership of Caterpillar Inc. from Form 13F, Q2 2026
4,043 institutional managers reported holding Caterpillar Inc. (CAT) in Form 13F filings for Q2 2026, with 330,765,560 shares worth $351B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters cut a net 498,809 shares (-0.2%). 386 opened new positions and 104 sold out.
- Funds holding
- 4,043
- Value held
- $351B
- New / sold out
- 386 / 104
- Net shares, same filers
- -0.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of CAT
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| BlackRock, Inc. | $40.5B | 11.5% | 37,991,505 | Added |
| State Street Corp | $36.6B | 10.4% | 34,392,316 | Trimmed |
| Vanguard Capital Management LLC | $32.0B | 9.1% | 30,077,764 | Trimmed |
| State Farm Mutual Automobile Insurance Co | $15.5B | 4.4% | 14,509,304 | Trimmed |
| Vanguard Portfolio Management LLC | $12.8B | 3.6% | 12,026,244 | Added |
| Geode Capital Management, LLC | $11.9B | 3.4% | 11,175,493 | Added |
| Fisher Asset Management, LLC | $10.6B | 3.0% | 9,942,521 | Added |
| Morgan Stanley | $8.0B | 2.3% | 7,504,426 | Unchanged |
| JPMorgan Chase & Co | $7.6B | 2.2% | 7,325,731 | Added |
| Gates Foundation Trust | $6.8B | 1.9% | 6,353,614 | Unchanged |
| Price T Rowe Associates Inc | $6.6B | 1.9% | 6,171,628 | Added |
| FMR LLC | $6.2B | 1.7% | 5,781,969 | Added |
| Northern Trust Corp | $6.0B | 1.7% | 5,664,155 | Trimmed |
| Bank of America Corp | $5.8B | 1.7% | 5,463,565 | Trimmed |
| Goldman Sachs Group Inc | $3.8B | 1.1% | 3,570,493 | Added |
| Charles Schwab Investment Management Inc | $3.5B | 1.0% | 3,322,782 | Trimmed |
| Invesco Ltd. | $3.5B | 1.0% | 3,284,093 | Trimmed |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.4B | 1.0% | 3,153,638 | Trimmed |
| Capital World Investors | $3.3B | 0.9% | 3,060,432 | Trimmed |
| Bank of New York Mellon Corp | $3.2B | 0.9% | 2,998,131 | Trimmed |
| Dimensional Fund Advisors LP | $2.9B | 0.8% | 2,742,185 | Trimmed |
| Vanguard Fiduciary Trust Co | $2.8B | 0.8% | 2,645,238 | Added |
| Legal & General Group Plc | $2.8B | 0.8% | 2,613,814 | Trimmed |
| Nuveen, LLC | $2.8B | 0.8% | 2,600,359 | Added |
| Royal Bank of Canada | $2.4B | 0.7% | 2,252,264 | Added |
Share of 13F holdings is each fund's shares as a share of the 330,765,560 CAT shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- JPMorgan Chase & Co Added+$4.5B
- FMR LLC Added+$2.1B
- BlackRock, Inc. Added+$875M
- Price T Rowe Associates Inc Added+$628M
- Canada Pension Plan Investment Board Added+$436M
- Goldman Sachs Group Inc Added+$383M
- Winslow Capital Management, LLC New+$374M
- Vanguard Portfolio Management LLC Added+$341M
- UBS Group AG Added+$315M
- Nuveen, LLC Added+$309M
Biggest sellers in Q2 2026
- Diamant Asset Management, Inc. Trimmed-$3.3B
- GFS Advisors, LLC Trimmed-$2.5B
- Capital International Investors Trimmed-$2.1B
- Capital Research Global Investors Trimmed-$1.1B
- Barclays PLC Trimmed-$884M
- Invesco Ltd. Trimmed-$602M
- State Street Corp Trimmed-$520M
- Capital World Investors Trimmed-$515M
- Bank of New York Mellon Corp Trimmed-$479M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Trimmed-$363M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $17.0B and sold $19.4B; 1,382 added and 1,539 trimmed.
Questions about CAT ownership
- Who owns CAT stock?
- 4,043 institutional investment managers reported CAT positions in their Form 13F filings for Q2 2026, holding 330,765,560 shares worth $351B in total. BlackRock, Inc. reported the largest position.
- Are funds buying or selling CAT?
- In Q2 2026, 386 managers opened new CAT positions, 1,382 added, 1,539 trimmed and 104 sold out. Managers that filed in both quarters sold a net 498,809 shares.
- How current is this CAT institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to CAT by CUSIP. Options are left out. CAT news and filings · CAT insider trades · Top funds