Caterpillar Inc. (CAT) Institutional Ownership & Insider Trading

4,037 institutions reported holding Caterpillar Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 94 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

CATCaterpillar Inc.Follow CAT — free

Farm & Heavy Construction Machinery · Industrials

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Market cap: 315.8B
P/E TTM: 29.6
Dividend yield: 0.9%
52-week: —
Next earnings: 29 Oct, in 5 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

4,037 institutions held 71.9% of the shares. Across filers that reported both quarters, shares held changed -0.2%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	4,037	331	-0.2%	1126	356	1307	81
Mar 26	3,697	331	-0.1%	984	287	1246	85
Dec 25	3,425	328	-2.4%	932	242	1025	67
Sep 25	3,075	336	+3.4%	832	230	922	83
Jun 25	2,946	329	-0.3%	871	199	875	87
Mar 25	2,813	324	-2.6%	865	82	890	158
Dec 24	2,880	339	-1.6%	789	87	790	125
Sep 24	2,743	335	-2.8%	760	167	790	66

Caterpillar Inc. — questions

Who owns Caterpillar Inc. stock?: 4,037 institutions reported Caterpillar Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (8.3%), STATE STREET CORP (7.5%), VANGUARD CAPITAL MANAGEMENT LLC (6.5%).
Are Caterpillar Inc. insiders buying or selling?: 94 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Caterpillar Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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