Caterpillar Inc (CAT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

27,383,034Shares held by institutions

$18,277,627,534Value of institutional holdings

72.03%Institutional ownership %

1.34%Shares Changed QoQ

2,997No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Caterpillar Inc (NYSE:CAT) showed up in the 13F filings of 3,415 institutional investors as of December 2025.

They owned 68.9% of outstanding stock in December 2025, down from 72.9% the prior quarter.
Their total shares held in CAT decreased -2.21% quarter over quarter, and separately, investors owning Caterpillar increased 15.41% from a year ago.
Of these 3,415 funds, 1,710 grew their exposure to Caterpillar, 1,282 cut back, and 423 maintained positions.
In total, institutional investors held 325.28Mn shares in Caterpillar as of December 2025, down by 7.35Mn shares quarter on quarter, and down 31.75Mn shares year over year.
VANGUARD GROUP INC is the top holder of Caterpillar as of December 31, 2025, with 46.39Mn shares representing 9.82% of outstanding stock.
The largest buyers of Caterpillar for the quarter ending December 2025 were Capital International Investors (2.14Mn), BlackRock, Inc. (1.92Mn), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.48Mn), FMR LLC (928.28K), Corient Private Wealth LLC (806.23K).
The largest sellers of Caterpillar for the quarter ending December 2025 were Bank Of America Corp /De/ (4.96Mn), Jpmorgan Chase & Co (4.45Mn), Capital Research Global Investors (1.45Mn), WELLINGTON MANAGEMENT GROUP LLP (1.37Mn), Amundi (661.57K).
Business Quant data shows the 10 biggest positions in Caterpillar as of December 2025 are held by VANGUARD GROUP INC (46.39Mn), BlackRock, Inc. (36.21Mn), State Street Corp (35.39Mn), STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (17.43Mn), GEODE CAPITAL MANAGEMENT, LLC (10.61Mn), Fisher Asset Management, LLC (9.49Mn), Morgan Stanley (7.08Mn), Bank Of America Corp /De/ (6.74Mn), GATES FOUNDATION TRUST (6.35Mn), Northern Trust Corp (5.85Mn).

3,426 Institutional Holders

27,383,034 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,924,397	5.61%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	442,164	0.96%	$0.00
Nuveen, LLC	31 Dec, 2025	55,267	2.45%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	1,107,120	120.69%	$0.00
Larry Mathis Financial Planning, LLC	31 Dec, 2025	1,818	0.00%	$0.00
State Street Corp	31 Dec, 2025	385,204	1.10%	$0.00
UBS Group AG	31 Dec, 2025	-366,017	-22.24%	$0.00
Barclays Plc	31 Dec, 2025	-1,902,397	-62.37%	$0.00
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	31 Dec, 2025	-87,214	-0.50%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	806,233	228.56%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	409,775	144.54%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	94,524	0.90%	$0.00
National Pension Service	31 Dec, 2025	-46,248	-4.51%	$0.00
World Investment Advisors	31 Dec, 2025	13,362	122.95%	$0.00
Fisher Asset Management, LLC	31 Dec, 2025	54,069	0.57%	$0.00
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	31 Dec, 2025	-291,170	-27.36%	$0.00
Forty-three Eighteen Advisors, LLC	31 Dec, 2025	9,312	0.00%	$0.00
Morgan Stanley	31 Dec, 2025	-162,174	-2.24%	$0.00
Cynosure Group, LLC	31 Dec, 2025	501,608	4,129.82%	$0.00
Cornerstone Planning, LLC	31 Dec, 2025	7,860	0.00%	$0.00

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