Reported 34,662 shares, up 815 (2.4%) from the prior quarter.
Reported value 53.9%; share count 2.4% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-12-31 | 4691100 |
| 2024-03-31 | 6286107 |
| 2024-06-30 | 6603041 |
| 2024-09-30 | 7866988 |
| 2024-12-31 | 7362214 |
| 2025-03-31 | 8556661 |
| 2025-06-30 | 11312508 |
| 2025-09-30 | 14590211 |
| 2025-12-31 | 18925733 |
| 2026-03-31 | 23979329 |
| 2026-06-30 | 36908074 |
| 2026-09-30 | 29975238 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 36,970 | +2,308 (6.7%) | 1.51% | $29,975,238 | 2026-10-15 | |
| Q2 2026 | Added | 34,662 | +815 (2.4%) | 1.95% | $36,908,074 | 2026-07-27 | |
| Q1 2026 | Added | 33,847 | +810 (2.5%) | 1.81% | $23,979,329 | 2026-04-27 | |
| Q4 2025 | Added | 33,037 | +2,459 (8.0%) | 1.49% | $18,925,733 | 2026-01-28 | |
| Q3 2025 | Added | 30,578 | +1,438 (4.9%) | 1.3% | $14,590,211 | 2025-10-29 | |
| Q2 2025 | Added | 29,140 | +3,195 (12.3%) | 1.33% | $11,312,508 | 2025-07-28 | |
| Q1 2025 | Added | 25,945 | +5,650 (27.8%) | 1.28% | $8,556,661 | 2025-05-01 | |
| Q4 2024 | Added | 20,295 | +181 (0.9%) | 1.7% | $7,362,214 | 2025-01-23 | |
| Q3 2024 | Added | 20,114 | +291 (1.5%) | 1.58% | $7,866,988 | 2024-11-06 | |
| Q2 2024 | Added | 19,823 | +2,668 (15.6%) | 1.53% | $6,603,041 | 2024-07-31 | |
| Q1 2024 | Added | 17,155 | +1,289 (8.1%) | 1.54% | $6,286,107 | 2024-04-30 | |
| Q4 2023 | New | 15,866 | +15,866 (0.0%) | 1.38% | $4,691,100 | 2024-01-26 |
Who else reported the position
4194 managers reported CATERPILLAR INC;COM USD1 for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Added | 37,991,505 | +822,072 | 0.6% | $40,457,153,173 | 8 qtrs |
| STATE STREET CORPORATION | Reduced | 34,392,316 | -488,288 | 1.08% | $36,624,377,308 | 53 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 30,077,764 | -156,689 | 0.68% | $32,029,810,884 | 2 qtrs |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Reduced | 14,509,304 | -55,422 | 10.57% | $15,450,957,830 | 53 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | 12,026,244 | +320,354 | 0.58% | $12,806,747,236 | 2 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 11,175,493 | +48,010 | 0.64% | $11,916,757,022 | 53 qtrs |
| Fisher Asset Management LLC | Added | 9,942,521 | +166,569 | 3.15% | $10,587,791,364 | 53 qtrs |
| MORGAN STANLEY | Added | 7,504,426 | +4,764 | 0.42% | $7,991,466,469 | 53 qtrs |
| JPMorgan Chase & Co | Added | 7,325,731 | +4,385,152 | 0.42% | $7,568,875,009 | 53 qtrs |
| BILL & MELINDA GATES FOUNDATION TRUST | Unchanged | 6,353,614 | 0 | 19.65% | $6,765,963,549 | 53 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 27, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 34,662
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.