Caterpillar Ownership | Who Owns Caterpillar?

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Caterpillar Ownership Summary

Caterpillar is owned by 71.85% institutional investors, 0.22% insiders, and 27.93% retail investors. Vanguard group is the largest institutional shareholder, holding 9.94% of CAT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.18% of its assets in Caterpillar shares.

CAT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Caterpillar	71.85%	0.22%	27.93%
Sector	Industrials Stocks	66.29%	16.54%	17.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	46.39M	9.94%	$26.57B
Blackrock funding, inc. /de	37.99M	8.20%	$40.46B
State street	34.39M	7.42%	$36.62B
Blackrock	36.21M	7.33%	$12.06B
Vanguard capital management	30.08M	6.49%	$32.03B
State farm mutual automobile insurance	14.51M	3.13%	$15.45B
Geode capital management	11.18M	2.41%	$11.92B
Fisher asset management	9.94M	2.15%	$10.59B
Morgan stanley	7.50M	1.62%	$7.99B
Jpmorgan chase	7.33M	1.58%	$7.57B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Drh investments	23.77K	20.03%	$25.31M
Bill & melinda gates foundation trust	6.35M	19.65%	$6.77B
Birmingham capital management co inc/al	38.58K	15.62%	$41.08M
Westchester capital management	55.81K	10.70%	$59.43M
State farm mutual automobile insurance	14.51M	10.57%	$15.45B
Community bank of raymore	16.80K	10.54%	$17.89M
Atwater malick	37.87K	8.78%	$40.32M
Bollard group	234.17K	7.59%	$249.37M
Gouws capital	15.07K	7.46%	$16.04M
Aull & monroe investment management	16.21K	7.21%	$17.26M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	6.02M	0.29%	6.02M
Jpmorgan chase	7.33M	0.42%	4.39M
Sixth street partners management company	3.32M	0.47%	3.32M
Blackrock	36.21M	0.27%	2.68M
Org wealth partners	2.52M	0.41%	2.52M

Top Sellers

Holder	Shares	% Assets	Change
Diamant asset management	4.43K	3.21%	-3.14M
Capital investors	1.45M	0.32%	-2.01M
Capital research global investors	2.20M	0.33%	-1.00M
Barclays	917.02K	0.19%	-830.56K
Brandywine global investment management	-	-	-624.36K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	6.02M	0.29%	6.02M	$2.18B
Sixth street partners management company	3.32M	0.47%	3.32M	$3.53B
Winslow capital management	350.77K	1.29%	350.77K	$373.54M
Strive asset management	227.01K	0.04%	227.01K	$65.85M
Axa investment managers	126.17K	0.16%	126.17K	$60.20M

Sold Out

Holder	Change
Mendota financial group	-1.00
Innealta capital	-2.00
Peak6 investments	-2.00
Curio wealth	-2.00
Sugar maple asset management	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	4,130	6.94%	332,964,170	0.49%	71	1.41%	1,878	13.06%	1,573	1.35%
Mar 31, 2026	3,754	3.42%	321,918,468	-2.43%	69	1.38%	1,620	-8.22%	1,504	15.34%
Dec 31, 2025	2,889	-10.78%	263,749,654	-20.83%	56	1.12%	1,379	-5.16%	1,085	-9.28%
Sep 30, 2025	3,099	0.81%	330,529,930	4.23%	70	1.54%	1,391	-2.25%	1,143	2.97%
Jun 30, 2025	3,047	3.15%	335,813,413	3.61%	71	1.53%	1,406	8.15%	1,104	-1.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	15.36M	3.18%	-131.75K
Vanguard Morn Total Stk Mkt Idx Investor	14.62M	3.18%	-184.69K
Vanguard Total Stock Mkt Idx Inv	14.62M	3.18%	-184.69K
Vanguard 500 Index Investor	11.96M	2.60%	-218.94K
iShares Core S&P 500 ETF	6.21M	1.35%	9.92K
Fidelity 500 Index	5.91M	1.28%	-45.67K
State Street® SPDR® S&P 500® ETF	5.69M	1.24%	4.81K
SPDR® S&P 500 ETF	5.94M	1.23%	-147.53K
SPDR® S&P 500® ETF	5.68M	1.21%	69.83K
SPDR® S&P 500® ETF Trust	5.79M	1.21%	-30.35K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 14, 2026	Johnson Denise C	Group President	Sell	$1.08M
May 14, 2026	Johnson Denise C	Group President	Sell	$1.62M
May 14, 2026	Johnson Denise C	Group President	Sell	$2.05M
May 14, 2026	Johnson Denise C	Group President	Sell	$1.35M
May 14, 2026	Johnson Denise C	Group President	Sell	$2.09M

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	1	21
2026 Q1	-	26
2025 Q4	1	31
2025 Q3	-	4
2025 Q2	2	-

CAT Ownership FAQ

Who owns the most shares of Caterpillar?

Caterpillar’s largest shareholders are Vanguard group (46.39M shares, 9.94%), Blackrock funding, inc. /de (37.99M shares, 8.20%), and State street (34.39M shares, 7.42%). Together, they hold 25.56% 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?

Drh investments is Caterpillar’s biggest shareholder by percentage of total assets invested, with 20.03% of its assets in 23.77K Caterpillar shares, valued at 25.31M$.

Who is the top mutual fund holder of Caterpillar shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Caterpillar shares, with 3.18% of its total shares outstanding invested in 15.36M Caterpillar shares.

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