13F Insight
DOSSIER · 13F Holders · Q1 2026Technology · Construction Machinery & EquipCheap mega-capRe-rated
CAT

CATERPILLAR INC

3,926 institutions still hold CATERPILLAR INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 149123101·Construction Machinery & Equip·3,926 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$146.8B
61.0% inst. owned
of float
Holders
3,926
+64 QoQ
filers reporting
Activity
+66 / −68
+806 added · −863 reduced
this quarter
Concentration
17.95%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

3,926 institutions reported CAT in Q1 2026. BlackRock, Inc. leads at 17.9% of the visible book. +64 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$26.3B37.2M0.46%Q1 202602
STATE STREET CORP
CIK 0000093751
$24.7B34.9M0.85%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119
$21.4B30.2M0.53%Q1 202604
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 0000315032
$10.3B14.6M8.13%Q1 202605
Vanguard Portfolio Management
CIK 0002100121
$8.3B11.7M0.43%Q1 202606
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$7.9B11.1M0.49%Q1 202607
Fisher Asset Management, LLC
CIK 0000850529
$6.9B9.8M2.35%Q1 202608
MORGAN STANLEY
CIK 0000895421
$5.3B7.5M0.32%Q1 202609
GATES FOUNDATION TRUST
CIK 0001166559
$4.5B6.4M14.22%Q1 202610
NORTHERN TRUST CORP
CIK 0000073124· Index
$4.0B5.7M0.53%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4.0B5.7M0.29%Q1 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2.9B4.1M0.32%Q1 202613
Invesco Ltd.
CIK 0000914208
$2.7B3.8M0.42%Q1 202614
FMR LLC
CIK 0000315066
$2.7B3.8M0.14%Q1 202615
Capital World Investors
CIK 0001422849
$2.5B3.5M0.34%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2.5B3.5M0.32%Q1 202617
Capital International Investors
CIK 0001562230
$2.5B3.5M0.57%Q1 202618
Bank of New York Mellon Corp
CIK 0001390777
$2.4B3.4M0.45%Q1 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2.4B3.4M0.28%Q1 202620
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$2.4B3.4M0.36%Q1 2026
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