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Caterpillar Inc.

CAT

8 institutional investors and hedge funds own CAT, holding 7,408,050 shares worth $5.5B (latest 13F filings).

Advanced Chart

Who owns Caterpillar Inc. stock?

Institutional holders of CAT — largest position first.

Super Fund
Position
Shares
Curr. Value
Port. %
Activity
Gates Foundation TrustEquity
6,353,614
$4,501,281,374
14.22%
0%
Markel GroupEquity
328,650
$349,979,385
2.67%
0%
Alphinity Investment ManagementEquity
283,348
$301,737,285
5.02%
-19.42%
Alkeon Capital ManagementEquity
400,000
$283,384,008
0.48%
+100%
Dodge & CoxEquity
39,994
$28,334,149
0.02%
-1.79%
Harris AssociatesEquity
1,840
$1,303,566
0.00%
-23.59%
Gardner Russo & QuinnEquity
450
$318,807
0.00%
-18.18%
Ninety One UKEquity
154
$163,995
0.00%
+100%

Ownership Statistics

Total Shares Held: 7,408,050
Total Value Reported: $5,466,502,569
Average Allocation per Portfolio 2.80%
Largest Single Portfolio Allocation: 14.22%
Largest Shareholder: Gates Foundation Trust
Change in Total Shares Held (Q on Q): +330,479
Percentage Change in Shares Held (Q on Q): 4.67%
Number of Super Fund Holders: 8
Number of New Holders (Q on Q): 2
Number of Funds with Additions (Q on Q): 2
Number of Funds with Reductions (Q on Q): 4
Number of Funds Fully Divested (Q on Q): 0
Number of Funds with No Change (Q on Q): 2

Ownership Distribution

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Ownership History

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Company Profile

Fundamental Data