CAT · NYSE · Agricultural - Machinery

Caterpillar (CAT)

Builds heavy equipment and power systems, backed by dealers, services and financing.

$806.28
vs last close−10.23 (−1.25%)

13F · 13D/G · Form 4

Institutions72.65%333.96M shares
4,194 holders · as of Jun 30, 2026
Insiders0.19%851.7K shares
23 holders · as of Sep 1, 2026
Other27.16%124.86M shares
remainder

459.67M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
8.26%37.99Mas of Jun 30, 2026
State Street CorpInstitution
7.48%34.39Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.54%30.08Mas of Jun 30, 2026
State Farm Mutual Automobile Insurance CoInstitution
3.16%14.51Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.62%12.03Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.43%11.18Mas of Jun 30, 2026
Fisher Asset Management, LLCInstitution
2.16%9.94Mas of Jun 30, 2026
Morgan StanleyInstitution
1.63%7.50Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.59%7.33Mas of Jun 30, 2026
Bill & Melinda Gates Foundation TrustInstitution
1.38%6.35Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
1.34%6.17Mas of Jun 30, 2026
FMR LLCInstitution
1.26%5.78Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.23%5.66Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.19%5.46Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.78%3.57Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.72%3.32Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.72%3.32Mas of Jun 30, 2026
Invesco Ltd.Institution
0.71%3.28Mas of Jun 30, 2026
UBS Asset Management Americas IncInstitution
0.69%3.15Mas of Jun 30, 2026
Capital World InvestorsInstitution
0.67%3.06Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.65%3.00Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.60%2.74Mas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.58%2.65Mas of Jun 30, 2026
Legal & General Group PLCInstitution
0.57%2.61Mas of Jun 30, 2026
Nuveen, LLCInstitution
0.57%2.60Mas of Jun 30, 2026

13F, as of Jun 30, 2026

4,194 holders · 333.96M shares · 458 new positions · 1,905 increased · 1,609 reduced · 154 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.37.99M8.26%+822.1KAug 7, 2026
State Street Corp34.39M7.48%−488.3KAug 7, 2026
Vanguard Capital Management LLC30.08M6.54%−156.7KAug 13, 2026
State Farm Mutual Automobile Insurance Co14.51M3.16%−55.4KAug 12, 2026
Vanguard Portfolio Management LLC12.03M2.62%+320.4KAug 13, 2026
Geode Capital Management, LLC11.18M2.43%+48.0KAug 12, 2026
Fisher Asset Management, LLC9.94M2.16%+166.6KAug 4, 2026
Morgan Stanley7.50M1.63%+4.8KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Capital Management7.47%34.78M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 28, 2026
Joseph E. Creedofficer: Chief Executive Officer
Sale · 14 lots32,401$808.9834,555
May 14, 2026
Denise C. Johnsonofficer: Group President
Sale · 8 lots12,605$907.9149,825
May 13, 2026
William E. Schauppofficer: Chief Accounting Officer
Sale360$906.00530
May 13, 2026
Denise C. Johnsonofficer: Group President
Sale · 2 lots6,196$909.7949,825
May 11, 2026
Anthony D. Fassinoofficer: Group President
Sale · 2 lots16,283$916.8046,041
May 6, 2026
Andrew R. J. Bonfieldofficer: CFO Emeritus
Sale15,674$918.7152,935
May 6, 2026
Anthony D. Fassinoofficer: Group President
Sale · 2 lots9,152$926.2546,041
May 6, 2026
Bob de Langeofficer: Group President
Sale · 2 lots24,222$922.9286,029
May 5, 2026
Rodney Michael Shurmanofficer: Group President
Sale · 2 lots5,639$903.182,546
May 4, 2026
David MacLennandirector
Purchase250$876.848,206

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Tim WalbergPurchase$15,001 – $50,000JointFeb 7, 2025Jun 4, 2026
Rep. Jared Moskowitz · FL23Sale$1,001 – $15,000Mar 31, 2026May 1, 2026
Sen. John Boozman · ARPurchase$1,001 – $15,000JointJan 29, 2026Feb 15, 2026