13FBOX
CATERPILLAR INC · 13F Institutional Holdings
Options Calculator Rankings

CATERPILLAR INC

CAT
Institutions
4065
Combined AUM (Q2 2026)
$376.39B
Combined Shares (Q2 2026)
352.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+22.5M
1898 · 477 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-22.6M
1711 · 151 Exit · ≈
⚖️ Net
-116,628
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$376.39B
Institutions
4065
New Buys
477
Adds
1421
Reduces
1560
Exits
151
Unchanged
607
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.6%0.46%#1086$40.46B38.0M$26.34B37.2M+805,572+2.17%Add
STATE STREET CORP
1.09%0.85%#568$36.62B34.4M$24.71B34.9M-488,288-1.40%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
0.68%0.54%#947$32.03B30.1M$21.42B30.2M-156,689-0.52%Reduce
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
10.57%8.13%#5$15.45B14.5M$10.32B14.6M-55,422-0.38%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
0.58%0.44%#1137$12.81B12.0M$8.29B11.7M+320,354+2.74%Add
GEODE CAPITAL MANAGEMENT, LLC
0.64%0.49%#1024$11.92B11.2M$7.89B11.1M+48,010+0.43%Add
Fisher Asset Management, LLC
3.15%2.35%#115$10.59B9.9M$6.93B9.8M+166,569+1.70%Add
MORGAN STANLEY
0.42%0.21%#1487$7.99B7.5M$3.45B7.2M+267,133+3.69%Add
JPMORGAN CHASE & CO
0.42%0.13%#1509$7.57B7.3M$1.96B2.9M+4.4M+149.13%Add
GATES FOUNDATION TRUST
19.65%14.22%#2$6.77B6.4M$4.50B6.4M00.00%Unchanged
PRICE T ROWE ASSOCIATES INC /MD/
0.65%0.45%#1000$6.57B6.2M$3.95B5.6M+589,610+10.56%Add
FMR LLC
0.27%0.14%#2046$6.16B5.8M$2.71B3.8M+2.0M+51.19%Add
NORTHERN TRUST CORP
0.7%0.53%#920$6.03B5.7M$4.02B5.7M-14,640-0.26%Reduce
JANE STREET GROUP, LLC
0.49%0.32%#1319$5.95B5.6M$2.49B3.5M+2.1M+59.19%Add
BANK OF AMERICA CORP /DE/
0.37%0.29%#1647$5.82B5.5M$4.02B5.7M-214,013-3.77%Reduce
CITADEL ADVISORS LLC
0.64%0.45%#1020$5.58B5.2M$2.79B3.9M+1.3M+33.15%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.43%0.32%#1479$5.46B5.1M$2.89B4.1M+1.1M+25.85%Add
GOLDMAN SACHS GROUP INC
0.36%0.28%#1678$4.18B3.9M$2.42B3.4M+498,822+14.58%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.47%0.36%#1370$3.53B3.3M$2.37B3.4M-31,221-0.93%Reduce
Invesco Ltd.
0.28%0.4%#2003$3.50B3.3M$2.73B3.8M-565,507-14.69%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.61%0.48%#1059$3.36B3.2M$2.31B3.3M-113,895-3.49%Reduce
Capital World Investors
0.38%0.34%#1607$3.26B3.1M$2.51B3.5M-483,508-13.64%Reduce
Bank of New York Mellon Corp
0.52%0.45%#1250$3.19B3.0M$2.44B3.4M-450,038-13.05%Reduce
BARCLAYS PLC
0.56%0.4%#1168$2.97B2.8M$1.66B2.3M+442,838+18.86%Add
DIMENSIONAL FUND ADVISORS LP
0.53%0.4%#1239$2.92B2.7M$1.94B2.7M-3,888-0.14%Reduce
VANGUARD FIDUCIARY TRUST CO
0.62%0.48%#1041$2.82B2.6M$1.86B2.6M+18,517+0.70%Add
Legal & General Group Plc
0.58%0.45%#1127$2.78B2.6M$1.96B2.8M-158,778-5.73%Reduce
Nuveen, LLC
0.66%0.44%#982$2.77B2.6M$1.64B2.3M+290,101+12.56%Add
ROYAL BANK OF CANADA
0.38%0.28%#1628$2.55B2.4M$1.62B2.3M+110,762+4.84%Add
Capital Research Global Investors
0.33%0.35%#1794$2.34B2.2M$2.27B3.2M-1.0M-31.31%Reduce
WELLS FARGO & COMPANY/MN
0.37%0.27%#1660$2.27B2.1M$1.45B2.1M+84,987+4.14%Add
Amundi
0.53%0.43%#1236$2.20B2.1M$1.57B2.2M-155,292-7.00%Reduce
UBS Group AG
0.26%0.18%#2102$2.01B1.9M$1.21B1.7M+181,338+10.65%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.62%0.38%#1047$1.88B1.7M$1.13B1.6M+164,692+10.40%Add
Capital International Investors
0.32%0.57%#1823$1.54B1.5M$2.45B3.5M-2.0M-58.06%Reduce
CITIGROUP INC
0.51%0.48%#1288$1.54B1.4M$1.13B1.6M-151,221-9.47%Reduce
Mitsubishi UFJ Asset Management Co., Ltd.
0.81%0.64%#785$1.47B1.4M$957.4M1.4M+26,580+1.97%Add
VOYA INVESTMENT MANAGEMENT LLC
1.27%1.05%#461$1.47B1.4M$1.01B1.4M-42,573-3.00%Reduce
DEUTSCHE BANK AG\
0.42%0.32%#1492$1.45B1.4M$964.1M1.4M+3,133+0.23%Add
Swiss National Bank
0.73%0.56%#880$1.40B1.3M$973.0M1.4M-61,040-4.44%Reduce
Sumitomo Mitsui Trust Group, Inc.
0.8%0.6%#800$1.39B1.3M$930.8M1.3M-5,960-0.45%Reduce
Capital Wealth Planning, LLC
6.37%4.64%#17$1.28B1.2M$840.3M1.2M+11,760+0.99%Add
LPL Financial LLC
0.28%0.21%#1978$1.26B1.2M$779.8M1.1M+81,682+7.42%Add
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
0.69%1.05%#927$1.24B1,485$1.4M1,563-78-4.99%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.21%0.15%#2350$1.22B1.1M$792.6M1.1M+26,078+2.33%Add
RAYMOND JAMES FINANCIAL INC
0.3%0.22%#1878$1.12B1.1M$726.2M1.0M+29,404+2.87%Add
National Pension Service
0.69%0.53%#929$1.08B1.0M$700.5M988,716+21,406+2.17%Add
Vanguard Global Advisers, LLC
0.49%0.39%#1322$1.06B993,341$720.6M1.0M-23,797-2.34%Reduce
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
0.58%0.38%#1128$1.03B965,570$623.3M879,849+85,721+9.74%Add
HSBC HOLDINGS PLC
0.42%0.34%#1497$1.01B945,936$642.5M908,691+37,245+4.10%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow