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Of the 20 tracked institutions holding CAT, 13 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +1.2pt. 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
2.2-5.8%
6.46M shares short · FINRA 2026-08-14
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
Last 12 months
| 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 |
|---|---|---|
| Jared Moskowitz | Sell | Mar 31, 2026 |
| John Boozman | Buy | Jan 29, 2026 |
| Markwayne Mullin | Buy | Dec 29, 2025 |
| Gilbert Cisneros | 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.
Get notified when hedge funds change their CAT positions.
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 →
| Nov 18, 2025 |
| Gilbert Cisneros | Buy | Oct 17, 2025 |
| Rob Bresnahan | Buy | May 15, 2025 |
| Jefferson Shreve | Sell | May 12, 2025 |
| Marjorie Taylor Greene | Buy | May 5, 2025 |
Showing 8 of 51. STOCK Act disclosures lag up to 45 days.
Last Close
$815.56
2026-09-09
YTD
+36.3%
62% of 52-week range
