Caterpillar Ownership | Who Owns Caterpillar?


OverviewForecastRevenueFinancialsChartTranscripts

Caterpillar Ownership Summary


Caterpillar is owned by 30.08% institutional investors, 0.44% insiders, and 69.49% retail investors. Vanguard group is the largest institutional shareholder, holding 9.67% of CAT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in Caterpillar shares.

CAT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCaterpillar30.08%0.44%69.49%
SectorIndustrials Stocks 51.44%11.38%37.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group46.81M9.67%$16.98B
State street36.63M7.57%$13.29B
Blackrock funding, inc. /de35.52M7.34%$12.88B
Blackrock36.21M7.33%$12.06B
State farm mutual automobile insurance17.73M3.66%$6.43B
Capital world investors16.40M3.39%$5.95B
Geode capital management10.45M2.16%$3.79B
Fisher asset management9.08M1.88%$3.29B
Bill & melinda gates foundation trust7.35M1.52%$2.67B
Morgan stanley7.28M1.47%$2.42B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Birmingham capital management co inc/al50.87K6.62%$16.94M
Bill & melinda gates foundation trust7.35M6.35%$2.67B
State farm mutual automobile insurance17.73M5.86%$6.43B
Westchester capital management62.97K5.75%$22.84M
Community bank of raymore19.11K5.45%$6.93M
Capital wealth planning1.53M5.14%$555.46M
Atwater malick42.23K5.13%$15.32M
Minneapolis portfolio management group94.24K4.51%$34.19M
Aull & monroe investment management21.46K3.97%$7.79M
Independent wealth network26.61K3.92%$9.65M

Top Buyers

HolderShares% AssetsChange
Norges bank6.02M0.29%6.02M
Blackrock36.21M0.27%2.68M
Capital research global investors2.92M0.22%1.20M
Raymond james financial973.73K0.13%973.73K
Proficio capital partners804.77K0.06%803.17K

Top Sellers

HolderShares% AssetsChange
International assets investment management5.44K0.16%-2.13M
Citigroup699.39K0.15%-1.95M
Capital world investors16.40M0.90%-1.09M
Legal & general group2.59M0.25%-900.22K
D. e. shaw465.82K0.12%-892.91K

New Positions

HolderShares% AssetsChangeValue
Norges bank6.02M0.29%6.02M$2.18B
Raymond james financial973.73K0.13%973.73K$353.23M
Leigh baldwin278.93K0.24%278.93K$278.93M
Alecta tjanstepension omsesidigt131.60K0.25%131.60K$47.76M
Ofi invest asset management116.57K0.96%116.57K$40.84M

Sold Out

HolderChange
Mendota financial group-1.00
Peak6 investments-2.00
Innealta capital-2.00
Pinpoint asset management-3.00
Tfo-tdc-5.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241,900-34.39%145,633,616-56.85%300.62%881-31.33%665-36.00%
Sep 30, 20242,8603.40%336,792,188-2.05%691.44%1,2664.71%1,0252.60%
Jun 30, 20242,715-2.55%343,373,8930.17%691.44%1,187-1.58%984-8.47%
Mar 31, 20242,7864.93%342,804,206-3.05%691.45%1,206-2.19%1,07512.10%
Dec 31, 20232,6557.53%353,583,7200.99%691.47%1,23313.33%9596.67%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv15.18M3.18%42.91K
Vanguard Institutional 500 Index Trust13.30M2.78%224.19K
SPDR® S&P 500® ETF Trust6.01M1.26%24.14K
Fidelity 500 Index5.99M1.24%1.49K
American Funds Growth Fund of Amer A5.79M1.20%1.18M
Capital Group Growth Fnd of Amer Comp5.79M1.20%1.18M
iShares Core S&P 500 ETF5.68M1.19%7.98K
SPDR® Dow Jones Industrial Avrg ETF Tr5.40M1.13%-
American Funds Washington Mutual A4.63M0.96%-247.92K
Capital Group Wash Mutual Invtrs Comp4.63M0.96%-247.92K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 18, 2025Kaiser Jason Group PresidentSell$860.15K
Feb 04, 2025Johnson Gerald-Buy$36.56K
Jan 16, 2025BONFIELD ANDREW R J Chief Financial OfficerSell$3.80M
Dec 04, 2024Johnson Gerald-Buy$39.86K
Nov 29, 2024Fassino Anthony D. Group PresidentSell$2.57M

Insider Transactions Trends


DateBuySell
2025 Q112
2024 Q4113
2024 Q313
2024 Q222
2024 Q118

CAT Ownership FAQ


Who owns the most shares of Caterpillar?

Caterpillar’s largest shareholders are Vanguard group (46.81M shares, 9.67%), State street (36.63M shares, 7.57%), and Blackrock funding, inc. /de (35.52M shares, 7.34%). Together, they hold 24.57% of Caterpillar’s total shares outstanding.

Does Blackrock own Caterpillar?

Yes, BlackRock owns 7.33% of Caterpillar, totaling 36.21M shares as of Jun 2024. This represents 0.27% of BlackRock's total assets, with a market value of 12.06B$. In the last quarter, BlackRock increased its holdings by 2.68M shares, a 7.99% change.

Who is Caterpillar’s biggest shareholder by percentage of total assets invested?

Birmingham capital management co inc/al is Caterpillar’s biggest shareholder by percentage of total assets invested, with 6.62% of its assets in 50.86K Caterpillar shares, valued at 16.94M$.

Who is the top mutual fund holder of Caterpillar shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Caterpillar shares, with 3.18% of its total shares outstanding invested in 15.18M Caterpillar shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools