Company · Ownership research

CATERPILLAR INC CAT

CIK 0000018230 · CUSIP 149123101

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 149123101 (CAT), not CUSIP 149123901 (CAT), CUSIP 149123951 (CAT), and does not merge CUSIPs.

This page lists the top 20 of 3,770 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$26.33B 37,169,433 shares	0.46%	+960.66K(+2.70%)Added	SEC filing ↗ May 13, 2026	▾
02	STATE STREET CORP CIK 93751 · View history	$24.71B 34,880,604 shares	0.85%	-507.95K(-1.40%)Reduced	SEC filing ↗ May 15, 2026	▾
03	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$21.42B 30,234,453 shares	0.53%	—	SEC filing ↗ May 15, 2026	▾
04	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 315032 · View history	$10.32B 14,564,726 shares	8.13%	-2.87M(-16.40%)Reduced	SEC filing ↗ May 13, 2026	▾
05	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$8.29B 11,705,890 shares	0.43%	—	SEC filing ↗ May 8, 2026	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$7.89B 11,127,483 shares	0.49%	+517.30K(+4.90%)Added	SEC filing ↗ May 15, 2026	▾
07	Fisher Asset Management, LLC CIK 850529 · View history	$6.93B 9,775,952 shares	2.35%	+282.69K(+3.00%)Added	SEC filing ↗ May 5, 2026	▾
08	MORGAN STANLEY CIK 895421 · View history	$5.31B 7,499,662 shares	0.32%	+424.54K(+6.00%)Added	SEC filing ↗ May 15, 2026	▾
09	GATES FOUNDATION TRUST CIK 1166559 · View history	$4.50B 6,353,614 shares	14.22%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2026	▾
10	NORTHERN TRUST CORP CIK 73124 · View history	$4.02B 5,678,795 shares	0.53%	-172.48K(-2.90%)Reduced	SEC filing ↗ May 14, 2026	▾
11	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$4.02B 5,677,578 shares	0.29%	-1.06M(-15.70%)Reduced	SEC filing ↗ May 18, 2026	▾
12	PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history	$3.95B 5,582,018 shares	0.46%	-411.71K(-6.90%)Reduced	SEC filing ↗ May 15, 2026	▾
13	DIAMANT ASSET MANAGEMENT, INC. CIK 1731124 · View history	$3.14B 3,140,603 shares	21.30%	+3.14M(+68,427.20%)Added	SEC filing ↗ Apr 22, 2026	▾
14	Invesco Ltd. CIK 914208 · Amended · View history	$2.73B 3,849,600 shares	0.27%	+817.93K(+27.00%)Added	SEC filing ↗ May 12, 2026	▾
15	FMR LLC CIK 315066 · View history	$2.71B 3,824,293 shares	0.14%	-236.81K(-5.80%)Reduced	SEC filing ↗ May 15, 2026	▾
16	Capital World Investors CIK 1422849 · View history	$2.51B 3,543,940 shares	0.34%	-465.06K(-11.60%)Reduced	SEC filing ↗ May 13, 2026	▾
17	Capital International Investors CIK 1562230 · View history	$2.45B 3,459,278 shares	0.57%	+1.32M(+61.70%)Added	SEC filing ↗ May 13, 2026	▾
18	Bank of New York Mellon Corp CIK 1390777 · View history	$2.44B 3,448,169 shares	0.45%	-108.48K(-3.10%)Reduced	SEC filing ↗ May 5, 2026	▾
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$2.37B 3,354,003 shares	0.36%	+8.63K(+0.30%)Added	SEC filing ↗ May 15, 2026	▾
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 861177 · View history	$2.31B 3,267,533 shares	0.48%	-276.69K(-7.80%)Reduced	SEC filing ↗ May 13, 2026	▾

Showing 20 / 3,770 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

3,770

Cancelled or null records excluded

Disclosed shares

331,051,056

Not deduplicated across managers

Disclosed value

$235.11B

Not market cap or free float

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.

CATERPILLAR INC · Q1 2026

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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.