CAT
Caterpillar Inc
7 super-investors hold CAT worth a combined $5.00B. The largest position: Bill & Melinda Gates Foundation Trust at 14.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 42 — ranked #100 of 724 scored stocks.
Why super-investors own CAT
Ownership of CAT within this cohort is almost entirely a single-investor story: the Bill & Melinda Gates Foundation Trust holds $4.5B in Caterpillar, representing 14.2% of its portfolio and accounting for roughly 90% of the cohort's combined $5.0B exposure. The remaining five holders — Thomas Gayner, Joel Greenblatt, Mairs & Power, Dodge & Cox, and Thomas Russo — carry positions ranging from modest to negligible. Activity this quarter was flat across the board, with no additions, trims, or exits recorded. Broader cohort interest has been minimal and stable, with owner count sitting at two for the past three quarters after years at one. Interest is neither rising nor fading — it is effectively static.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation Trust | 14.2% | 40q | $4.50B | 6,353,614 |
| 2 | Thomas Gayner | 1.9% | 40q | $233M | 328,650 |
| 3 | Joel Greenblatt | 0.2% | 38q | $219M | 309,529 |
| 4 | Dodge & Cox Funds | <0.1% | 40q | $28M | 39,994 |
| 5 | Mairs & Power Funds | 0.1% | 40q | $13M | 18,450 |
| 6 | Bill Nygren | <0.1% | 40q | $1M | 1,840 |
| 7 | Thomas Russo | <0.1% | 4q | $319K | 450 |
- 1Bill & Melinda Gates Foundation Trustport14.2%val$4.50B6,353,614 sh·40q held
- 2Thomas Gaynerport1.9%val$233M328,650 sh·40q held
- 3Joel Greenblattport0.2%val$219M309,529 sh·38q held
- 4Dodge & Cox Fundsport<0.1%val$28M39,994 sh·40q held
- 5Mairs & Power Fundsport0.1%val$13M18,450 sh·40q held
- 6Bill Nygrenport<0.1%val$1M1,840 sh·40q held
- 7Thomas Russoport<0.1%val$319K450 sh·4q held
Owners of CAT also hold
Long US equity 13F-HR filings only. CUSIP 149123101. Not investment advice.