Stock Ownership/CAT

CATERPILLAR INC (CAT): Ownership & Insider Activity

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
38
13F filers
Aggregate Value
$21.3B
Across holders
Last Price
$811.02
2026-08-24
Sector
Industrials
GICS
Quarterly fund activity17 increased18 reduced6 exited
Full exits: RENAISSANCE TECHNOLOGIES LLC, TUDOR INVESTMENT CORP ET AL, Qube Research & Technologies Ltd, Holocene Advisors, LP, Eisler Capital (UK) Ltd., MARINER INVESTMENT GROUP LLC
Institutional Holders of CAT
↗
38 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager9.94M$10.6B49.6%3.2%Added+$177.4MQ2 2026
BILL & MELINDA GATES FOUNDATION TRUST
CIK 0001166559
Endowment6.35M$6.8B31.7%19.7%Unchanged+$0Q2 2026
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager872K$928.3M4.4%0.5%Reduced$-596KQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund505K$533.2M2.5%0.2%Added+$531.7MQ2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund368K$391.6M1.8%0.5%Reduced$-20.3MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund356K$379.0M1.8%0.0%Added$-1.3BQ2 2026
MARKEL CORP (MKL)
CIK 0001096343
Hedge Fund329K$350.0M1.6%2.7%Unchanged+$328.7MQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund299K$318.0M1.5%0.5%Added$-1.1BQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund172K$182.7M0.9%0.1%Reduced$-32.3MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund124K$132.5M0.6%0.1%Added$-38.1MQ2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$10.6B· 49.6% of total· 3.2% port· 9.94M sh· +$177.4M QoQ· Q2 2026
BILL & MELINDA GATES FOUNDATION TRUSTUnchanged
Endowment
$6.8B· 31.7% of total· 19.7% port· 6.35M sh· +$0 QoQ· Q2 2026
PRIMECAP MANAGEMENT CO/CA/Reduced
Institutional Manager
$928.3M· 4.4% of total· 0.5% port· 872K sh· $-596K QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$533.2M· 2.5% of total· 0.2% port· 505K sh· +$531.7M QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Reduced
Hedge Fund
$391.6M· 1.8% of total· 0.5% port· 368K sh· $-20.3M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$379.0M· 1.8% of total· 0.0% port· 356K sh· $-1.3B QoQ· Q2 2026
MARKEL CORP (MKL)Unchanged
Hedge Fund
$350.0M· 1.6% of total· 2.7% port· 329K sh· +$328.7M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$318.0M· 1.5% of total· 0.5% port· 299K sh· $-1.1B QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$182.7M· 0.9% of total· 0.1% port· 172K sh· $-32.3M QoQ· Q2 2026
SHAW D E & CO INCAdded
Hedge Fund
$132.5M· 0.6% of total· 0.1% port· 124K sh· $-38.1M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCReduced
Hedge Fund
$126.8M· 0.6% of total· 0.2% port· 119K sh· $-124.6M QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$111.9M· 0.5% of total· 0.3% port· 105K sh· $-12.8M QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$107.3M· 0.5% of total· 0.3% port· 101K sh· +$10.2M QoQ· Q2 2026
Walleye Capital LLCAdded
Hedge Fund
$91.4M· 0.4% of total· 0.3% port· 86K sh· +$73.4M QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$60.5M· 0.3% of total· 0.4% port· 57K sh· +$11.4M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$55.0M· 0.3% of total· 0.0% port· 52K sh· +$46.3M QoQ· Q2 2026
DODGE & COXReduced
Institutional Manager
$42.0M· 0.2% of total· 0.0% port· 39K sh· $-628K QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCReduced
Hedge Fund
$26.8M· 0.1% of total· 0.1% port· 25K sh· $-47.8M QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$23.3M· 0.1% of total· 0.0% port· 22K sh· $-314.8M QoQ· Q2 2026
PineBridge Investments, L.P.Reduced
Hedge Fund
$13.8M· 0.1% of total· 0.1% port· 29K sh· $-17.3M QoQ· Q3 2025
Hudson Bay Capital Management LPReduced
Hedge Fund
$11.8M· 0.1% of total· 0.0% port· 11K sh· +$11.8M QoQ· Q2 2026
Clearbridge Investments, LLCReduced
Hedge Fund
$11.0M· 0.1% of total· 0.0% port· 10K sh· $-3.6M QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$9.6M· 0.0% of total· 0.0% port· 9K sh· $-113.4M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$8.4M· 0.0% of total· 0.0% port· 8K sh· $-331.3M QoQ· Q2 2026
Bridgewater Associates, LPReduced
Hedge Fund
$7.8M· 0.0% of total· 0.0% port· 7K sh· $-80.1M QoQ· Q2 2026
GAMCO INVESTORS, INC. ET ALAdded
Institutional Manager
$7.6M· 0.0% of total· 0.1% port· 7K sh· +$147K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$7.4M· 0.0% of total· 0.7% port· 7K sh· — QoQ· Q2 2026
Brevan Howard Capital Management LPReduced
Hedge Fund
$7.1M· 0.0% of total· 0.1% port· 7K sh· $-11.2M QoQ· Q2 2026
Verition Fund Management LLCAdded
Hedge Fund
$6.5M· 0.0% of total· 0.0% port· 6K sh· +$3.9M QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$3.9M· 0.0% of total· 0.0% port· 4K sh· $-3.2M QoQ· Q2 2026
Ancora Advisors, LLCReduced
Hedge Fund
$3.8M· 0.0% of total· 0.1% port· 4K sh· +$3.1M QoQ· Q2 2026
Rokos Capital Management LLPAdded
Hedge Fund
$3.7M· 0.0% of total· 0.0% port· 3K sh· $-13.3M QoQ· Q2 2026
MOORE CAPITAL MANAGEMENT, LPAdded
Hedge Fund
$3.6M· 0.0% of total· 0.1% port· 3K sh· — QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Reduced
Hedge Fund
$2.4M· 0.0% of total· 0.0% port· 2K sh· $-16.2M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$2.4M· 0.0% of total· 0.0% port· 2K sh· $-75K QoQ· Q2 2026
Bridgewater Advisors Inc.Added
Hedge Fund
$2.0M· 0.0% of total· 0.1% port· 2K sh· +$13K QoQ· Q2 2026
HARRIS ASSOCIATES L PUnchanged
Institutional Manager
$2.0M· 0.0% of total· 0.0% port· 2K sh· +$0 QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCAdded
Hedge Fund
$1.1M· 0.0% of total· 0.0% port· 1K sh· $-74.2M QoQ· Q2 2026
1–10 of 38
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