CAT
Common Stock

Caterpillar

As of Jun 30, 2026 CUSIP 149123101
Institutional Holders
3,987
Total Held Value
$346.93B
Total Exact Shares
330.04M
Largest Holder
BlackRock
37.99M shares • $40.46B
Reported Holders3,987
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 BlackRock $40.46B 0.6% +2.2% 37.99M Jun 30, 2026
2 State Street $36.62B 1.1% -1.4% 34.39M Jun 30, 2026
3 Vanguard Capital Management $32.03B 0.7% -0.5% 30.08M Jun 30, 2026
4 State Farm Mutual Automobile Insurance $15.45B 10.6% -0.4% 14.51M Jun 30, 2026
5 Vanguard Portfolio Management $12.81B 0.6% +2.7% 12.03M Jun 30, 2026
6 Geode Capital Management $11.92B 0.6% +0.4% 11.18M Jun 30, 2026
7 Fisher Asset Management $10.59B 3.2% +1.7% 9.94M Jun 30, 2026
8 Morgan Stanley $7.99B 0.4% +0.1% 7.50M Jun 30, 2026
9 JPMorgan Chase $7.57B 0.4% +149.1% 7.33M Jun 30, 2026
10 Gates Foundation Trust $6.77B 19.7% — 6.35M Jun 30, 2026
11 T. Rowe Price Associates $6.57B 0.7% +10.6% 6.17M Jun 30, 2026
12 Fidelity (FMR) $6.16B 0.3% +51.2% 5.78M Jun 30, 2026
13 Northern Trust $6.03B 0.7% -0.3% 5.66M Jun 30, 2026
14 Bank of America $5.82B 0.4% -3.8% 5.46M Jun 30, 2026
15 Goldman Sachs Group $3.80B 0.3% +11.2% 3.57M Jun 30, 2026
16 Charles Schwab Investment Management $3.53B 0.5% -0.9% 3.32M Jun 30, 2026
17 Invesco $3.50B 0.3% — 3.28M — Jun 30, 2026
18 UBS Asset Management $3.36B 0.6% -3.5% 3.15M Jun 30, 2026
19 Capital World Investors $3.26B 0.4% -13.6% 3.06M Jun 30, 2026
20 Bank of New York Mellon $3.19B 0.5% -13.1% 3.00M Jun 30, 2026
Exited in Latest Filing204
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.