Security record
CAT
Caterpillar Inc. · Industrials · Agricultural - Machinery
178Tracked holders
-2Δ holders
273.74MShares held
$290.81BReported value
+3New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -1.1% ·
share flow +0.7% ·
net new positions -1.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 178 | -2 | 273.74M | $290.81B | +3 | −5 |
| Q1 2026 | 183 | +4 | 272.76M | $192.93B | +6 | −2 |
| Q4 2025 | 177 | +1 | 291.40M | $166.85B | +1 | — |
| Q3 2025 | 27 | -2 | 182.47M | $87.06B | — | −3 |
| Q2 2025 | 27 | 0 | 161.48M | $62.68B | +1 | −1 |
| Q1 2025 | 24 | +1 | 81.81M | $26.98B | +1 | — |
| Q4 2024 | 23 | +1 | 90.13M | $32.70B | +1 | — |
| Q3 2024 | 21 | -1 | 54.97M | $21.49B | +1 | −2 |
| Q2 2024 | 22 | — | 56.60M | $18.85B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 37.99M | +2.2% | $40.46B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 34.39M | -1.4% | $36.62B | 1.1% | ▼ Trim | 7 | SEC ↗ |
| 25 | Vanguard Capital Management Llc | 30.08M | -0.5% | $32.03B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 26 | State Farm Mutual Automobile… | 14.51M | -0.4% | $15.45B | 10.6% | ▼ Trim | 3 | SEC ↗ |
| 27 | State Farm Mutual Automobile… | 14.51M | -0.4% | $15.45B | 10.6% | ▼ Trim | 3 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 11.18M | +0.4% | $11.92B | 0.6% | ▲ Add | 9 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 11.18M | +0.4% | $11.92B | 0.6% | ▲ Add | 9 | SEC ↗ |
| 30 | Fisher Asset Management ✦ | 9.94M | +1.7% | $10.59B | 3.2% | ▲ Add | 9 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 7.50M | +0.1% | $7.99B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 7.33M | +149.1% | $7.57B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 70 | Gates Foundation Trust ✦ | 6.35M | 0.0% | $6.77B | 19.7% | Held | 9 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 6.17M | +10.6% | $6.57B | 0.7% | ▲ Add | 9 | SEC ↗ |
| 72 | T. Rowe Price ✦ | 6.17M | +10.6% | $6.57B | 0.7% | ▲ Add | 9 | SEC ↗ |
| 73 | T. Rowe Price ✦ | 6.17M | +10.6% | $6.57B | 0.7% | ▲ Add | 9 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 5.78M | +51.2% | $6.16B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 75 | Fidelity (FMR) ✦ | 5.78M | +51.2% | $6.16B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 76 | Fidelity (FMR) ✦ | 5.78M | +51.2% | $6.16B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 5.78M | +51.2% | $6.16B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 5.78M | +51.2% | $6.16B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 5.78M | +51.2% | $6.16B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 80 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 81 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 82 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 83 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 84 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 85 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 86 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 87 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 88 | Northern Trust Corp | 5.66M | -0.3% | $6.03B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 5.46M | -3.8% | $5.82B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 3.57M | +11.2% | $3.80B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 98 | Goldman Sachs Group ✦ | 3.57M | +11.2% | $3.80B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 99 | Goldman Sachs Group ✦ | 3.57M | +11.2% | $3.80B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 100 | Goldman Sachs Group ✦ | 3.57M | +11.2% | $3.80B | 0.4% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Holocene Advisors, LP | $207.53M | was 0.5% |
| Qube Research & Technologies… | $62.08M | was 0.1% |
| Renaissance Technologies | $15.24M | was 0.0% |
| Tudor Investment Corp Et Al | $4.10M | was 0.0% |
| Simplex Trading, Llc | $53,134 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,704 holders, 328.12M shares, $221.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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