Investigate / reported ownership
CAT
Caterpillar Inc
7 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning CAT?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation Trust | 19.7% | 40q | $6.77B | 6,353,614 |
| 2 | Joel Greenblatt | 0.2% | 38q | $379M | 355,861 |
| 3 | Thomas Gayner | 2.7% | 40q | $350M | 328,650 |
| 4 | Dodge & Cox Funds | <0.1% | 40q | $42M | 39,404 |
| 5 | Mairs & Power Funds | 0.2% | 40q | $19M | 18,102 |
Go beyond ownership.
Caterpillar manufactures construction and mining equipment, engines, gas turbines and locomotives, supported by independent dealers and financing services through Cat Financial.
Question to investigate: Can Caterpillar sustain its current end-market momentum through demand cycles while its capacity expansion and the energy-demand drivers management describes materialize?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Bill & Melinda Gates Foundation Trust · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Thomas Russo · 2026Q2 · filed 2026-08-13 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | TRIM | <0.1% | -41% | $282K | Aug 13, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 149123101. No current price, valuation or manager motive is inferred.