Who Holds Caterpillar Inc. (CAT)? 4,043 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 4,043 holders, $339.4 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 37,991,505 | $40.5 billion | +2% | 13F |
| STATE STREET CORP | 34,392,316 | $36.6 billion | -1% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 30,077,764 | $32.0 billion | -1% | 13F |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14,509,304 | $15.5 billion | 0% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,026,244 | $12.8 billion | +3% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 11,175,493 | $11.9 billion | +0% | 13F |
| Fisher Asset Management, LLC | 9,942,521 | $10.6 billion | +2% | 13F |
| MORGAN STANLEY | 7,504,426 | $8.0 billion | +0% | 13F |
| JPMORGAN CHASE & CO | 7,325,731 | $7.6 billion | +149% | 13F |
| GATES FOUNDATION TRUST | 6,353,614 | $6.8 billion | +0% | 13F |
| FMR LLC | 5,781,969 | $6.2 billion | +51% | 13F |
| NORTHERN TRUST CORP | 5,664,155 | $6.0 billion | 0% | 13F |
| BANK OF AMERICA CORP /DE/ | 5,463,565 | $5.8 billion | -4% | 13F |
| GOLDMAN SACHS GROUP INC | 3,570,493 | $3.8 billion | +11% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,322,782 | $3.5 billion | -1% | 13F |
| Invesco Ltd. | 3,284,093 | $3.5 billion | -15% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,153,638 | $3.4 billion | -3% | 13F |
| Capital World Investors | 3,060,432 | $3.3 billion | -14% | 13F |
| Bank of New York Mellon Corp | 2,998,131 | $3.2 billion | -13% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 2,742,185 | $2.9 billion | 0% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 2,645,238 | $2.8 billion | +1% | 13F |
| Legal & General Group Plc | 2,613,814 | $2.8 billion | -6% | 13F |
| Nuveen, LLC | 2,600,359 | $2.8 billion | +13% | 13F |
| ROYAL BANK OF CANADA | 2,252,264 | $2.4 billion | +0% | 13F |
| Capital Research Global Investors | 2,198,729 | $2.3 billion | -31% | 13F |
| WELLS FARGO & COMPANY/MN | 2,118,690 | $2.3 billion | +3% | 13F |
| Amundi | 2,062,345 | $2.2 billion | -7% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,748,257 | $1.9 billion | +10% | 13F |
| UBS Group AG | 1,700,215 | $1.8 billion | +21% | 13F |
| Capital International Investors | 1,450,769 | $1.5 billion | -58% | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,377,957 | $1.5 billion | +2% | 13F |
| VOYA INVESTMENT MANAGEMENT LLC | 1,377,043 | $1.5 billion | -3% | 13F |
| PeakShares LLC | 1,365 | $1.5 billion | New | 13F |
| DEUTSCHE BANK AG\ | 1,364,014 | $1.5 billion | +0% | 13F |
| Swiss National Bank | 1,312,380 | $1.4 billion | -4% | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 1,307,930 | $1.4 billion | 0% | 13F |
| CITIGROUP INC | 1,205,934 | $1.3 billion | +1% | 13F |
| Capital Wealth Planning, LLC | 1,197,856 | $1.3 billion | +1% | 13F |
| LPL Financial LLC | 1,182,150 | $1.3 billion | +8% | 13F |
| WELLINGTON MANAGEMENT GROUP LLP | 1,144,800 | $1.2 billion | +2% | 13F |
| RAYMOND JAMES FINANCIAL INC | 1,055,701 | $1.1 billion | +3% | 13F |
| National Pension Service | 1,010,122 | $1.1 billion | +2% | 13F |
| Vanguard Global Advisers, LLC | 993,341 | $1.1 billion | -2% | 13F |
| California Public Employees Retirement System | 965,570 | $1.0 billion | +10% | 13F |
| HSBC HOLDINGS PLC | 940,436 | $1.0 billion | +4% | 13F |
| AMERIPRISE FINANCIAL INC | 934,284 | $995 million | -4% | 13F |
| BARCLAYS PLC | 917,019 | $977 million | -48% | 13F |
| CANADA PENSION PLAN INVESTMENT BOARD | 907,030 | $966 million | +82% | 13F |
| PRIMECAP MANAGEMENT CO/CA/ | 871,700 | $928 million | 0% | 13F |
| FRANKLIN RESOURCES INC | 843,713 | $898 million | -13% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 834,999 | $889 million | +12% | 13F |
| RHUMBLINE ADVISERS | 814,357 | $867 million | +2% | 13F |
| NEUBERGER BERMAN GROUP LLC | 810,361 | $862 million | -6% | 13F |
| BANK OF MONTREAL /CAN/ | 714,120 | $760 million | -1% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 701,786 | $747 million | -1% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 685,740 | $730 million | +1% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | 662,735 | $706 million | -1% | 13F |
| Bank Julius Baer & Co. Ltd, Zurich | 610,219 | $647 million | -8% | 13F |
| FIFTH THIRD BANCORP | 595,946 | $635 million | +1% | 13F |
| STIFEL FINANCIAL CORP | 591,099 | $630 million | +2% | 13F |
| ALLIANCEBERNSTEIN L.P. | 876,982 | $621 million | +5% | 13F |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 577,808 | $615 million | -37% | 13F |
| HighTower Advisors, LLC | 564,930 | $602 million | -5% | 13F |
| Aberdeen Group plc | 546,048 | $581 million | +6% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 527,804 | $562 million | +0% | 13F |
| PRUDENTIAL FINANCIAL INC | 526,085 | $560 million | +2% | 13F |
| AMERICAN CENTURY COMPANIES INC | 512,935 | $546 million | -22% | 13F |
| CIBC Bancorp USA Inc. | 511,515 | $545 million | +6% | 13F |
| Corient Private Wealth LP | 505,859 | $539 million | -7% | 13F |
| TD Asset Management Inc | 501,053 | $534 million | -14% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 505,020 | $533 million | +89% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | 481,112 | $512 million | -6% | 13F |
| US BANCORP \DE\ | 473,894 | $505 million | -1% | 13F |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 454,925 | $484 million | -8% | 13F |
| AVIVA PLC | 425,977 | $454 million | +2% | 13F |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 390,457 | $416 million | -4% | 13F |
| Creative Planning | 379,703 | $404 million | +4% | 13F |
| Eurizon Capital SGR S.p.A. | 382,287 | $404 million | +10% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 370,141 | $394 million | -13% | 13F |
| ProShare Advisors LLC | 369,208 | $393 million | -16% | 13F |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 367,704 | $392 million | -5% | 13F |
| MACKENZIE FINANCIAL CORP | 363,903 | $388 million | -15% | 13F |
| NOMURA ASSET MANAGEMENT CO LTD | 361,458 | $385 million | 0% | 13F |
| Quantinno Capital Management LP | 358,789 | $382 million | +16% | 13F |
| CITADEL ADVISORS LLC | 355,861 | $379 million | +15% | 13F |
| Winslow Capital Management, LLC | 350,774 | $374 million | New | 13F |
| Pictet Asset Management Holding SA | 344,659 | $367 million | -8% | 13F |
| Korea Investment CORP | 337,463 | $359 million | -10% | 13F |
| PNC Financial Services Group, Inc. | 336,898 | $359 million | -2% | 13F |
| Markel Group Inc. | 328,650 | $350 million | +0% | 13F |
| Asset Management One Co., Ltd. | 320,025 | $341 million | +0% | 13F |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 313,099 | $333 million | -1% | 13F |
| OSAIC HOLDINGS, INC. | 310,135 | $331 million | +5% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 309,841 | $330 million | -6% | 13F |
| Mariner, LLC | 308,771 | $329 million | -4% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 306,110 | $326 million | -3% | 13F |
| Baird Financial Group, Inc. | 300,443 | $320 million | -2% | 13F |
| Rockefeller Capital Management L.P. | 298,639 | $318 million | +2% | 13F |
| BANK OF NOVA SCOTIA | 294,412 | $314 million | -14% | 13F |
| Cetera Investment Advisers | 292,059 | $311 million | -1% | 13F |
Questions and answers
- How many institutions hold Caterpillar Inc.?
- 4,043 managers reported Caterpillar Inc. on Form 13F for the quarter ended 30 June 2026, against 3,760 the quarter before.
- Who is the largest institutional holder of Caterpillar Inc.?
- BlackRock, Inc., with 37,991,505 shares worth $40.5 billion on its 13F for Q2 2026.
- How many institutions bought or sold out of Caterpillar Inc. in Q2 2026?
- 451 managers reported a new position and 168 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Caterpillar Inc., Q2 2026", https://app.tamarly.ai/holders/caterpillar, built from SEC EDGAR.
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