CATERPILLAR INC CAT
CIK 0000018230 · CUSIP 149123101
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | VANGUARD GROUP INC CIK 102909 · View history | $15.24B 46,215,478 shares | 0.28% | -594.06K(-1.30%)Reduced | SEC filing ↗ May 9, 2025 | ▾ |
| 02 | STATE STREET CORP CIK 93751 · View history | $11.93B 36,162,931 shares | 0.49% | -468.38K(-1.30%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 03 | BlackRock, Inc. CIK 2012383 · View history | $11.67B 35,380,536 shares | 0.25% | -137.16K(-0.40%)Reduced | SEC filing ↗ May 2, 2025 | ▾ |
| 04 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 315032 · View history | $5.83B 17,669,440 shares | 5.35% | -64.93K(-0.40%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 05 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $3.47B 10,516,618 shares | 0.27% | +66.85K(+0.60%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 06 | Fisher Asset Management, LLC CIK 850529 · View history | $3.04B 9,210,125 shares | 1.31% | +128.35K(+1.40%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 07 | Capital World Investors CIK 1422849 · View history | $2.66B 8,074,751 shares | 0.43% | -8.32M(-50.80%)Reduced | SEC filing ↗ May 12, 2025 | ▾ |
| 08 | GATES FOUNDATION TRUST CIK 1166559 · View history | $2.43B 7,353,614 shares | 5.80% | 0(0.00%)Unchanged | SEC filing ↗ May 15, 2025 | ▾ |
| 09 | MORGAN STANLEY CIK 895421 · View history | $2.36B 7,168,773 shares | 0.17% | -348.69K(-4.60%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 10 | NORTHERN TRUST CORP CIK 73124 · View history | $2.18B 6,597,679 shares | 0.32% | -249.65K(-3.60%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 11 | BANK OF AMERICA CORP /DE/ CIK 70858 · View history | $2.05B 6,204,601 shares | 0.18% | +1.47M(+31.00%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 12 | NORGES BANK CIK 1374170 · Amended · View history | $1.87B 5,659,372 shares | 0.26% | -362.14K(-6.00%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 861177 · View history | $1.39B 4,204,445 shares | 0.36% | +264.05K(+6.70%)Added | SEC filing ↗ May 19, 2025 | ▾ |
| 14 | Capital Research Global Investors CIK 1422848 · View history | $1.23B 3,736,163 shares | 0.27% | +812.11K(+27.80%)Added | SEC filing ↗ May 12, 2025 | ▾ |
| 15 | JPMORGAN CHASE & CO CIK 19617 · View history | $1.20B 3,648,925 shares | 0.09% | +629.84K(+20.90%)Added | SEC filing ↗ May 12, 2025 | ▾ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history | $1.09B 3,304,448 shares | 0.20% | +15.35K(+0.50%)Added | SEC filing ↗ Sep 15, 2025 | ▾ |
| 17 | GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history | $1.05B 3,182,680 shares | 0.20% | +36.20K(+1.20%)Added | SEC filing ↗ May 16, 2025 | ▾ |
| 18 | Bank of New York Mellon Corp CIK 1390777 · View history | $1.04B 3,159,486 shares | 0.21% | -82.61K(-2.50%)Reduced | SEC filing ↗ Apr 29, 2025 | ▾ |
| 19 | Invesco Ltd. CIK 914208 · View history | $1.04B 3,141,936 shares | 0.20% | +150.53K(+5.00%)Added | SEC filing ↗ May 12, 2025 | ▾ |
| 20 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $1.02B 3,087,773 shares | 0.25% | -93.76K(-2.90%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
Showing 20 / 2,902 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 2,902 reporting institutions.
This page includes 20 of 2,902 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 2,902 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"149123101","quarter":"2025Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.