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Of the 21 tracked institutions holding CAT, 15 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +2.6pt. It's a gauge of who owns the name, not just how many.
Among the 21 tracked institutional investors we monitor, CAT (CATERPILLAR INC) is held with a combined value of $100.36B across 150,547,959 shares. The largest holder is VANGUARD GROUP INC with a position worth $26.57B (0.39% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 8 funds increased their holdings. 10 funds reduced their position.
Total Institutional Value
$100.36B
Total Shares Held
150,547,959
Institutional Holders
21
% of Shares Outstanding
32.7%
of 460.64M shares · SEC 2026-03-31
Days to Cover
1.9+7.2%
9.05M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 32.7% 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 2026-03-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
1
$219.21K
30
$104.06M
Total Transactions
31
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| May 13, 2026 | William E Schaupp | S | Sale | 360 | $326.16K |
| May 4, 2026 | David MacLennan | P | Purchase | 250 | $219.21K |
| Mar 5, 2026 | Joseph E Creed | S | Sale | 420 | $301.14K |
| Feb 23, 2026 | Rodney Michael Shurman | S | Sale | 2,278 | $1.73M |
| Feb 17, 2026 | William E Schaupp | S | Sale | 972 | $742.80K |
| Feb 17, 2026 | Rodney Michael Shurman | S | Sale | 1,764 | $1.35M |
| Feb 13, 2026 | Anthony D. Fassino | S | Sale | 7,891 | $6.13M |
| Feb 12, 2026 | Jason Kaiser | S | Sale | 1,690 | $1.31M |
| Feb 11, 2026 | Lange Bob De | S | Sale | 12,507 | $9.59M |
| Feb 6, 2026 | Anthony D. Fassino | S | Sale | 6,033 | $4.36M |
Showing 10 of 31 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $26.57B | 0.39% | +1.0% |
| 2 | BlackRock, Inc. | $26.33B | 0.46% | +2.7% |
| 3 | STATE STREET CORP | $24.71B | 0.85% | -1.4% |
| 4 | Fisher Asset Management, LLC | $6.93B | 2.35% | +3.0% |
| 5 | GATES FOUNDATION TRUST | $4.50B | 14.22% | - |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.95B | 0.46% | -6.9% |
| 7 | FMR LLC | $2.71B | 0.14% | -5.8% |
| 8 | Capital Research Global Investors | $2.27B | 0.35% | +12.5% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | $792.57M | 0.15% | -71.0% |
| 10 | MILLENNIUM MANAGEMENT LLC | $418.43M | 0.17% | -26.4% |
| 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, VANGUARD GROUP INC is the largest institutional holder of CAT with a position worth $26.57B, representing 0.39% of their portfolio. In total, 21 institutional investors hold CAT with a combined value of $100.36B.
In the most recent quarter, 1 fund opened a new position in CAT. Additionally, 8 increased their holdings and 10 reduced their positions.
Institutional investors hold $100.36B worth of CAT stock across 21 positions. The largest institutional holder is VANGUARD GROUP INC with $26.57B 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
$888.73
2026-07-24
YTD
+48.5%
73% of 52-week range
