Companies / CATERPILLAR INC / Institutional holders

Caterpillar Inc

Institutional holders · 13F as of Jun 30, 2026

Holder	Value ↓	Shares	% of shares
BlackRock, Inc.	$40.46B	37,991,505	8.26%
STATE STREET CORPORATION	$36.62B	34,392,316	7.48%
VANGUARD GROUP INC	$26.57B	46,385,185	10.09%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$9.99B	17,431,190	3.79%
GEODE CAPITAL MANAGEMENT, LLC	$7.89B	11,127,483	2.42%
Fisher Asset Management, LLC	$5.44B	9,493,266	2.07%
Gates Foundation Trust	$4.50B	6,353,614	1.38%
Morgan Stanley	$4.05B	7,075,119	1.54%
BANK OF AMERICA CORP /DE	$3.86B	6,738,802	1.47%
NORTHERN TRUST CORP	$3.35B	5,851,276	1.27%
Bank of New York Mellon Corp/The	$2.44B	3,448,169	0.75%
FMR LLC	$2.33B	4,061,103	0.88%
Capital World Investors	$2.30B	4,009,003	0.87%
Wellington Management Group LLP	$2.21B	3,859,902	0.84%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.03B	3,544,224	0.77%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.92B	3,345,375	0.73%
Norges Bank	$1.87B	5,659,372	1.23%
THE GOLDMAN SACHS GROUP, INC.	$1.80B	3,139,546	0.68%
Invesco Ltd.	$1.74B	3,031,666	0.66%
Capital Research Global Investors	$1.63B	2,845,207	0.62%
Royal Bank of Canada	$1.59B	2,249,502	0.49%
Dimensional Fund Advisors LP	$1.59B	2,772,301	0.60%
AMUNDI	$1.57B	2,217,637	0.48%
Legal & General Group Plc	$1.56B	2,720,308	0.59%
JPMORGAN CHASE & CO	$1.49B	2,600,270	0.57%
Mitsubishi UFJ Asset Management Co., Ltd.	$1.47B	1,377,957	0.30%
DEUTSCHE BANK AG	$1.45B	1,364,014	0.30%
Nuveen, LLC	$1.32B	2,309,181	0.50%
LPL Financial LLC	$1.26B	1,182,150	0.26%
Capital International Investors	$1.23B	2,138,909	0.47%
WELLS FARGO & COMPANY/MN	$1.15B	2,008,129	0.44%
Massachusetts Financial Services Company	$1.05B	1,835,924	0.40%
VOYA INVESTMENT MANAGEMENT LLC	$1.01B	1,419,616	0.31%
Sumitomo Mitsui Trust Group, Inc.	$774.79M	1,352,474	0.29%
Capital Wealth Planning, LLC	$763.49M	1,309,210	0.28%
Swiss National Bank	$735.44M	1,283,780	0.28%
UBS Group AG	$733.27M	1,280,001	0.28%
Barclays PLC	$657.56M	1,147,830	0.25%
AMERIPRISE FINANCIAL INC	$599.69M	1,046,549	0.23%
RAYMOND JAMES FINANCIAL INC	$583.89M	1,019,075	0.22%
HSBC HOLDINGS PLC	$580.20M	1,012,216	0.22%
RHUMBLINE ADVISERS	$564.95M	797,434	0.17%
National Pension Service	$560.84M	979,008	0.21%
Victory Capital Management, Inc.	$512.34M	481,112	0.10%
PRIMECAP MANAGEMENT CO/CA	$504.22M	880,170	0.19%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$502.11M	876,488	0.19%
Franklin Resources, Inc.	$500.53M	873,720	0.19%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$500.45M	706,389	0.15%
Neuberger Berman Group LLC	$487.13M	850,225	0.18%
BNP PARIBAS FINANCIAL MARKETS	$482.45M	680,986	0.15%