CATERPILLAR INC (CAT): Institutional Ownership
Hedge funds and institutional managers reporting a position in CAT · Industrials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
35
13F filers
Aggregate Value
$14.2B
Across holders
Last Price
$997.47
2026-06-26
Sector
Industrials
GICS
Holder activity5 new11 added16 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 9.78M | $6.9B | 48.6% | 2.3% | Added | +$200.3M | Q1 2026 |
| BILL & MELINDA GATES FOUNDATION TRUST CIK 0001166559 | Endowment | 6.35M | $4.5B | 31.6% | 14.2% | Unchanged | +$0 | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 1.60M | $1.1B | 7.9% | 0.2% | Added | +$266.3M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 872K | $618.0M | 4.3% | 0.5% | Reduced | $-5.6M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 387K | $274.0M | 1.9% | 0.4% | Added | +$1.7M | Q1 2026 |
| MARKEL CORP (MKL) CIK 0001096343 | Hedge Fund | 319K | $225.8M | 1.6% | 1.9% | Unchanged | +$0 | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 293K | $207.5M | 1.5% | 0.5% | Added | +$101.3M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 117K | $83.0M | 0.6% | 0.3% | Reduced | $-3.8M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 88K | $62.1M | 0.4% | 0.1% | Reduced | $-103.8M | Q1 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 83K | $58.4M | 0.4% | 0.3% | Added | +$14.4M | Q1 2026 |
| DODGE & COX CIK 0000200217 | Institutional Manager | 40K | $28.3M | 0.2% | 0.0% | Reduced | $-517K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 22K | $15.2M | 0.1% | 0.0% | New | — | Q1 2026 |
| Davidson Kempner Capital Management LP CIK 0001595082 | Hedge Fund | 30K | $14.3M | 0.1% | 0.2% | New | — | Q3 2025 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 16K | $11.4M | 0.1% | 0.1% | Reduced | $-6.6M | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 | Hedge Fund | 28K | $10.8M | 0.1% | 0.1% | New | — | Q2 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 12K | $8.8M | 0.1% | 0.0% | Reduced | $-137.3M | Q1 2026 |
| Eisler Capital (UK) Ltd. CIK 0001849486 | Hedge Fund | 21K | $8.1M | 0.1% | 0.0% | Reduced | $-69.1M | Q3 2024 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 10K | $7.1M | 0.0% | 0.0% | Reduced | $-3.9M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 9K | $5.9M | 0.0% | 0.1% | Added | +$2.4M | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 8K | $5.8M | 0.0% | 0.0% | Reduced | $-40.7M | Q1 2026 |
Added
Institutional Manager
$6.9B· 48.6% of total· 2.3% port· 9.78M sh· +$200.3M QoQ· Q1 2026
Unchanged
Endowment
$4.5B· 31.6% of total· 14.2% port· 6.35M sh· +$0 QoQ· Q1 2026
Added
Hedge Fund
$1.1B· 7.9% of total· 0.2% port· 1.60M sh· +$266.3M QoQ· Q1 2026
Reduced
Institutional Manager
$618.0M· 4.3% of total· 0.5% port· 872K sh· $-5.6M QoQ· Q1 2026
Added
Hedge Fund
$274.0M· 1.9% of total· 0.4% port· 387K sh· +$1.7M QoQ· Q1 2026
Unchanged
Hedge Fund
$225.8M· 1.6% of total· 1.9% port· 319K sh· +$0 QoQ· Q1 2026
Added
Hedge Fund
$207.5M· 1.5% of total· 0.5% port· 293K sh· +$101.3M QoQ· Q1 2026
Reduced
Hedge Fund
$83.0M· 0.6% of total· 0.3% port· 117K sh· $-3.8M QoQ· Q1 2026
Reduced
Hedge Fund
$62.1M· 0.4% of total· 0.1% port· 88K sh· $-103.8M QoQ· Q1 2026
Added
Hedge Fund
$58.4M· 0.4% of total· 0.3% port· 83K sh· +$14.4M QoQ· Q1 2026
Reduced
Institutional Manager
$28.3M· 0.2% of total· 0.0% port· 40K sh· $-517K QoQ· Q1 2026
New
Hedge Fund
$15.2M· 0.1% of total· 0.0% port· 22K sh· — QoQ· Q1 2026
New
Hedge Fund
$14.3M· 0.1% of total· 0.2% port· 30K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$11.4M· 0.1% of total· 0.1% port· 16K sh· $-6.6M QoQ· Q1 2026
New
Hedge Fund
$10.8M· 0.1% of total· 0.1% port· 28K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$8.8M· 0.1% of total· 0.0% port· 12K sh· $-137.3M QoQ· Q1 2026
Reduced
Hedge Fund
$8.1M· 0.1% of total· 0.0% port· 21K sh· $-69.1M QoQ· Q3 2024
Reduced
Hedge Fund
$7.1M· 0.0% of total· 0.0% port· 10K sh· $-3.9M QoQ· Q1 2026
Added
Hedge Fund
$5.9M· 0.0% of total· 0.1% port· 9K sh· +$2.4M QoQ· Q1 2026
Reduced
Hedge Fund
$5.8M· 0.0% of total· 0.0% port· 8K sh· $-40.7M QoQ· Q1 2026
Added
Institutional Manager
$5.0M· 0.0% of total· 0.0% port· 7K sh· +$4.6M QoQ· Q1 2026
Added
Institutional Manager
$4.7M· 0.0% of total· 0.0% port· 7K sh· +$2.7M QoQ· Q1 2026
Added
Hedge Fund
$4.3M· 0.0% of total· 0.0% port· 6K sh· +$4.3M QoQ· Q1 2026
Reduced
Hedge Fund
$4.3M· 0.0% of total· 0.0% port· 6K sh· $-2.8M QoQ· Q1 2026
Reduced
Hedge Fund
$4.1M· 0.0% of total· 0.0% port· 6K sh· $-80.9M QoQ· Q1 2026
Reduced
Hedge Fund
$3.5M· 0.0% of total· 0.0% port· 5K sh· $-40.0M QoQ· Q1 2026
Reduced
Hedge Fund
$3.5M· 0.0% of total· 0.0% port· 5K sh· $-25.9M QoQ· Q1 2026
Added
Hedge Fund
$2.5M· 0.0% of total· 0.1% port· 4K sh· +$2.2M QoQ· Q1 2026
Added
Hedge Fund
$2.2M· 0.0% of total· 0.1% port· 2K sh· +$20K QoQ· Q1 2026
Unchanged
Hedge Fund
$1.7M· 0.0% of total· 0.0% port· 2K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$1.7M· 0.0% of total· 0.0% port· 2K sh· $-33.8M QoQ· Q1 2026
Reduced
Institutional Manager
$1.3M· 0.0% of total· 0.0% port· 2K sh· $-402K QoQ· Q1 2026
New
Family Office
$675K· 0.0% of total· 0.0% port· 2K sh· — QoQ· Q2 2025
New
Hedge Fund
$483K· 0.0% of total· 0.0% port· 1K sh· — QoQ· Q1 2025
Reduced
Hedge Fund
$3K· 0.0% of total· 0.0% port· 4 sh· $-183.5M QoQ· Q1 2026
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