Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
3,653 institutional managers reported holding CAT for the quarter ended Mar 31, 2026. Together they hold about 70% of shares outstanding; the top 10 hold 39%. 370 opened new positions; 189 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 46.63M | 10.01% | $33.04B | unchanged | ≤2013 |
| BlackRock | 37.17M | 7.98% | $26.33B | added +2.7% | ≤2013 |
| State Street | 34.88M | 7.49% | $24.71B | trimmed -1.4% | ≤2013 |
| State Farm Mutual Automobile Insurance CO | 14.56M | 3.13% | $10.32B | trimmed -16.4% | ≤2013 |
| Geode Capital | 11.13M | 2.39% | $7.88B | added +4.9% | ≤2013 |
| Fisher Investments | 9.78M | 2.10% | $6.93B | added +3% | ≤2013 |
| Morgan Stanley | 7.50M | 1.61% | $5.31B | added +6% | ≤2013 |
| Gates Foundation Trust (focused) | 6.35M | 1.36% | $4.50B | unchanged | ≤2013 |
| Northern Trust | 5.68M | 1.22% | $4.02B | trimmed -2.9% | ≤2013 |
| Bank OF America CORP /DE/ | 5.68M | 1.22% | $4.02B | trimmed -15.7% | ≤2013 |
| T. Rowe Price | 5.58M | 1.20% | $3.95B | trimmed -6.9% | ≤2013 |
| UBS | 4.67M | 1.00% | $3.31B | trimmed -3.2% | ≤2013 |
| Invesco | 3.85M | 0.83% | $2.73B | added +27% | ≤2013 |
| FMR (Fidelity) | 3.82M | 0.82% | $2.71B | trimmed -5.8% | ≤2013 |
| Capital Group (American Funds) | 3.54M | 0.76% | $2.51B | trimmed -11.6% | ≤2013 |
| Capital International Investors | 3.46M | 0.74% | $2.45B | added +61.7% | 2025 Q4 |
| BNY Mellon | 3.45M | 0.74% | $2.44B | trimmed -3.1% | ≤2013 |
| Charles Schwab Investment Management | 3.36M | 0.72% | $2.38B | unchanged | ≤2013 |
| Goldman Sachs | 3.21M | 0.69% | $2.27B | added +2.3% | ≤2013 |
| Capital Research Global Investors | 3.20M | 0.69% | $2.27B | added +12.5% | 2013 Q4 |
| Diamant Asset Management, INC. | 3.14M | 0.67% | $2.23B | added +68427.2% | 2017 Q4 |
| Legal & General Group PLC | 2.77M | 0.59% | $1.96B | added +1.9% | ≤2013 |
| Dimensional Fund Advisors | 2.75M | 0.59% | $1.95B | trimmed -0.9% | ≤2013 |
| Nuveen | 2.31M | 0.50% | $1.64B | unchanged | ≤2013 |
| Royal Bank OF Canada | 2.25M | 0.48% | $1.59B | trimmed -10.5% | ≤2013 |
| Amundi | 2.22M | 0.48% | $1.57B | added +29.4% | 2017 Q4 |
| Wells Fargo & COMPANY/MN | 2.05M | 0.44% | $1.45B | added +2% | ≤2013 |
| Barclays PLC | 1.75M | 0.38% | $1.24B | added +52.3% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 1.62M | 0.35% | $1.15B | added +4.6% | ≤2013 |
| MFS Investment Management | 1.58M | 0.34% | $1.12B | trimmed -13.7% | 2025 Q2 |
| Voya Investment Management LLC | 1.42M | 0.30% | $1.01B | unchanged | ≤2013 |
| Swiss National Bank | 1.37M | 0.29% | $973.1M | added +7% | ≤2013 |
| Deutsche Bank AG\ | 1.36M | 0.29% | $964.2M | trimmed -6.2% | ≤2013 |
| Sumitomo Mitsui Trust Group, INC. | 1.31M | 0.28% | $930.9M | trimmed -2.9% | ≤2013 |
| Citigroup INC | 1.19M | 0.26% | $845.4M | added +134% | ≤2013 |
| Capital Wealth Planning, LLC | 1.19M | 0.26% | $840.3M | trimmed -9.4% | 2013 Q3 |
| Wellington Management | 1.12M | 0.24% | $792.6M | trimmed -71% | ≤2013 |
| LPL Financial LLC | 1.10M | 0.24% | $778.8M | added +7.4% | 2017 Q1 |
| Raymond James Financial INC | 1.03M | 0.22% | $727.1M | added +0.7% | ≤2013 |
| National Pension Service | 988.7k | 0.21% | $700.5M | added +1% | 2014 Q3 |
| Ameriprise Financial INC | 974.9k | 0.21% | $690.7M | trimmed -6.8% | ≤2013 |
| Franklin Resources | 972.7k | 0.21% | $689.2M | added +11.3% | ≤2013 |
| BNP Paribas Financial Markets | 970.1k | 0.21% | $687.3M | added +1.5% | ≤2013 |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 918.7k | 0.20% | $650.9M | added +18.8% | 2016 Q4 |
| Hsbc Holdings PLC | 908.5k | 0.20% | $643.7M | trimmed -10.2% | ≤2013 |
| CalPERS | 879.8k | 0.19% | $623.4M | unchanged | ≤2013 |
| PRIMECAP Management | 872.3k | 0.19% | $618.0M | trimmed -0.9% | ≤2013 |
| Neuberger Berman Group LLC | 865.9k | 0.19% | $613.5M | added +1.8% | ≤2013 |
| AllianceBernstein | 834.2k | 0.18% | $591.0M | trimmed -5.5% | ≤2013 |
| Rhumbline Advisers | 797.4k | 0.17% | $565.0M | trimmed -2.2% | ≤2013 |
Largest 50 of 3,653 shown; the full ranked, searchable register is at boothcheck.com/holders/CAT. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.