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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Holder clone rankings through .
Of the 20 tracked institutions holding CAT, 11 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +0.9pt. It's a gauge of who owns the name, not just how many.
Among the 20 tracked institutional investors we monitor, CAT (CATERPILLAR INC) is held with a combined value of $139.28B across 152,328,367 shares. The largest holder is BlackRock, Inc. with a position worth $40.46B (0.60% of their portfolio). 8 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$139.28B
Total Shares Held
152,328,367
Institutional Holders
20
% of Shares Outstanding
33.1%
of 459.67M shares · SEC 2026-06-30
Days to Cover
3.2-4.4%
8.01M shares short · FINRA 2026-09-30
Tracked 13F institutions hold 33.1% of CAT's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-06-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
1
$219.21K
44
$130.28M
Total Transactions
45
the last 365 days
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Joseph E Creed | S | Sale | 6,135 | $4.95M |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 480 | $384.09K |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 540 | $432.59K |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 280 | $224.59K |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 750 | $602.54K |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 520 | $418.01K |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 1,351 | $1.09M |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 3,382 | $2.73M |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 4,831 | $3.93M |
| Aug 28, 2026 | Joseph E Creed | S | Sale | 1,280 | $1.04M |
Showing 10 of 45 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $40.46B | 0.60% | +2.2% |
| 2 | STATE STREET CORP | $36.62B | 1.09% | -1.4% |
| 3 | VANGUARD GROUP INC | $26.57B | 0.39% | +1.0% |
| 4 | Fisher Asset Management, LLC | $10.59B | 3.15% | +1.7% |
| 5 | GATES FOUNDATION TRUST | $6.77B | 19.65% | - |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $6.57B | 0.66% | +10.6% |
| 7 | FMR LLC | $6.16B | 0.27% | +51.2% |
| 8 | Capital Research Global Investors | $2.34B | 0.33% | -31.3% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | $1.22B | 0.21% | +2.3% |
| 10 | AQR CAPITAL MANAGEMENT LLC | $533.23M | 0.19% | +89.2% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Buy | Sep 28, 2026 |
| Jared Moskowitz | Sell | Mar 31, 2026 |
| John Boozman | Buy | Jan 29, 2026 |
| Markwayne Mullin | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of CAT with a position worth $40.46B, representing 0.60% of their portfolio. In total, 20 institutional investors hold CAT with a combined value of $139.28B.
Institutional investors hold $139.28B worth of CAT stock across 20 positions. The largest institutional holder is BlackRock, Inc. with $40.46B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CAT, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
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Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Dec 29, 2025 |
| Gilbert Cisneros | Buy | Nov 18, 2025 |
| Gilbert Cisneros | Buy | Oct 17, 2025 |
| Rob Bresnahan | Buy | May 15, 2025 |
| Jefferson Shreve | Sell | May 12, 2025 |
Showing 8 of 52. STOCK Act disclosures lag up to 45 days.
Last Close
$687.00
2026-10-23
YTD
+14.8%
31% of 52-week range