CAT — CATERPILLAR INC
Index member: S&P 500
As of Q2 2026, 49 SEC-registered investment managers reported holding CAT (CATERPILLAR INC) in their latest 13F filings, with a combined reported value of $134.61B across 132.54M shares. That is +1.9% by share count (+2.52M shares) versus the previous quarter, while reported value moved +52.7%. Ownership is concentrated: the five largest holders account for 54.4% of reported value and the top ten for 73.1%.
Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 20 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CAT is a constituent of the S&P 500 and is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 37.99M | $40.46B | 0.64% | Add |
| Vanguard Group history | Q4 2025 | 46.39M | $26.57B | 0.39% | Add |
| Geode Capital Management history | Q2 2026 | 11.18M | $11.92B | 0.64% | Hold |
| Morgan Stanley history | Q2 2026 | 7.50M | $7.99B | 0.45% | Hold |
| Gates Foundation Trust history | Q2 2026 | 6.35M | $6.77B | 19.76% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 5.78M | $6.16B | 0.29% | Add |
| Northern Trust Corp history | Q2 2026 | 5.66M | $6.03B | 0.70% | Hold |
| Bank of America Corp history | Q2 2026 | 5.46M | $5.82B | 0.39% | Reduce |
| Citadel Advisors history | Q2 2026 | 5.24M | $5.58B | 0.66% | Add |
| Goldman Sachs Group history | Q2 2026 | 3.92M | $4.18B | 0.38% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 3.32M | $3.53B | 0.47% | Reduce |
| Invesco Ltd history | Q2 2026 | 3.28M | $3.50B | 0.29% | Reduce |
| Capital World Investors history | Q2 2026 | 3.06M | $3.26B | 0.41% | Reduce |
| BNY Mellon history | Q2 2026 | 3.00M | $3.19B | 0.53% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 2.61M | $2.78B | 0.58% | Reduce |
| Capital Research Global Investors history | Q2 2026 | 2.20M | $2.34B | 0.34% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 2.14M | $2.27B | 0.39% | Add |
| Amundi US history | Q2 2026 | 2.06M | $2.20B | 0.54% | Reduce |
| Norges Bank Investment Management history | Q2 2025 | 5.58M | $2.17B | 0.27% | Reduce |
| UBS Group AG history | Q2 2026 | 1.88M | $2.01B | 0.27% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 50.50K sh · $52.18M
- Moore Capital Management 3.39K sh · $3.61M
Fully Exited (vs previous quarter)
- Alkeon Capital Management sold 400.00K sh · $283.38M
- Janus Henderson Group sold 115.52K sh · $81.83M
- Renaissance Technologies sold 21.51K sh · $15.24M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 35.41M | 35.52M | 35.38M | 33.83M | 34.28M | 36.21M | 37.19M | 37.99M |
| Geode Capital Management | 8.57M | 8.62M | 8.78M | 8.89M | 9.02M | 9.13M | 9.38M | 9.53M | 9.65M | 9.87M | 10.22M | 10.15M | 10.21M | 10.45M | 10.52M | 10.47M | 10.52M | 10.61M | 11.13M | 11.18M |
| Morgan Stanley | 4.81M | 4.81M | 4.49M | 6.15M | 5.64M | 6.61M | 6.58M | 6.78M | 6.83M | 7.20M | 7.20M | 7.28M | 7.61M | 7.52M | 7.17M | 7.29M | 7.24M | 7.08M | 7.50M | 7.50M |
| Gates Foundation Trust | 9.69M | 9.69M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 6.35M | 6.35M | 6.35M | 6.35M |
| Fidelity Management & Research (FMR) | 5.02M | 4.17M | 6.24M | 6.25M | 4.34M | 4.64M | 5.67M | 5.26M | 6.04M | 5.52M | 5.95M | 5.34M | 4.85M | 4.74M | 1.94M | 1.80M | 3.13M | 4.06M | 3.82M | 5.78M |
| Northern Trust Corp | 7.53M | 7.43M | 7.36M | 7.18M | 7.08M | 7.00M | 6.94M | 6.85M | 6.96M | 6.65M | 6.42M | 6.36M | 6.12M | 6.85M | 6.60M | 6.45M | 6.24M | 5.85M | 5.68M | 5.66M |
| Bank of America Corp | 4.27M | 4.19M | 4.72M | 4.95M | 4.68M | 4.94M | 4.91M | 4.75M | 5.53M | 4.96M | 4.73M | 5.03M | 6.02M | 4.82M | 6.41M | 5.33M | 6.05M | 6.74M | 5.68M | 5.46M |
| Citadel Advisors | 3.74M | 2.82M | 3.71M | 3.36M | 4.34M | 7.46M | 4.55M | 2.85M | 3.12M | 3.60M | 3.57M | 3.57M | 2.47M | 2.23M | 1.87M | 1.89M | 2.54M | 2.94M | 3.94M | 5.24M |
| Goldman Sachs Group | 3.53M | 3.53M | 3.78M | 4.50M | 4.74M | 3.21M | 3.68M | 4.14M | 4.01M | 3.49M | 3.31M | 3.67M | 3.30M | 3.42M | 3.23M | 3.19M | 3.04M | 3.33M | 3.42M | 3.92M |
| Charles Schwab Investment Management | 2.55M | 2.60M | 2.70M | 2.69M | 2.74M | 2.75M | 2.76M | 2.74M | 2.74M | 3.26M | 3.29M | 3.22M | 3.23M | 3.29M | 3.30M | 3.34M | 3.34M | 3.35M | 3.35M | 3.32M |
| Invesco Ltd | 4.22M | 4.86M | 3.43M | 3.24M | 3.26M | 3.25M | 3.47M | 3.43M | 3.07M | 3.04M | 2.71M | 3.19M | 2.98M | 2.99M | 3.14M | 3.28M | 2.96M | 3.03M | 3.85M | 3.28M |
| Capital World Investors | 11.89M | 13.26M | 20.12M | 27.12M | 29.06M | 29.09M | 28.78M | 28.80M | 28.93M | 29.03M | 28.17M | 19.29M | 17.49M | 16.40M | 8.07M | 4.59M | 4.59M | 4.01M | 3.54M | 3.06M |
| BNY Mellon | 4.79M | 4.80M | 4.63M | 5.35M | 5.44M | 5.34M | 5.05M | 4.74M | 4.31M | 3.78M | 3.61M | 3.43M | 3.28M | 3.24M | 3.16M | 2.94M | 3.55M | 3.56M | 3.45M | 3.00M |
| Legal & General Investment Management America | 3.70M | 3.62M | 3.79M | 3.71M | 3.53M | 3.24M | 3.16M | 3.12M | 2.95M | 3.82M | 3.78M | 3.86M | 3.49M | 2.59M | 2.61M | 2.74M | 2.80M | 2.72M | 2.77M | 2.61M |
| Capital Research Global Investors | 3.23M | 3.23M | 3.23M | 2.82M | 1.81M | 1.81M | 1.81M | 1.81M | 1.90M | 1.90M | 2.02M | 1.73M | 1.73M | 2.92M | 3.74M | 4.30M | 4.30M | 2.85M | 3.20M | 2.20M |
| Wells Fargo & Co | 2.90M | 5.20K | 2.26M | 2.08M | 2.02M | 1.87M | 1.86M | 1.80M | 1.74M | 2.27M | 1.87M | 1.94M | 1.87M | 1.81M | 1.86M | 1.90M | 2.02M | 2.03M | 2.05M | 2.14M |
| Amundi US | 2.18M | 2.44M | 2.71M | 3.13M | 3.73M | 3.77M | 3.26M | 3.00M | 2.88M | 3.20M | 2.44M | 2.17M | 1.85M | 2.17M | 1.55M | 1.91M | 2.38M | 1.71M | 2.22M | 2.06M |
| UBS Group AG | 1.90M | 2.09M | 1.56M | 2.36M | 1.80M | 2.27M | 1.83M | 1.79M | 1.78M | 1.97M | 2.13M | 2.13M | 2.15M | 2.52M | 2.31M | 2.37M | 2.05M | 1.52M | 1.70M | 1.88M |
| MFS Investment Management | 84.41K | — | — | — | — | — | 676.45K | 327.13K | 536.08K | — | — | — | — | — | — | 93.78K | 1.83M | 1.84M | 1.58M | 1.75M |
| Citigroup Inc | 1.46M | 1.51M | 1.07M | 873.53K | 737.77K | 1.87M | 2.05M | 1.58M | 853.56K | 915.93K | 2.31M | 854.23K | 2.77M | 865.19K | 1.16M | 1.16M | 845.88K | 647.92K | 1.60M | 1.45M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details