CATERPILLAR INC (CAT) Institutional Ownership

CAT is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.73B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Bill & Melinda Gates Foundation Trust, which reported ownership valued at approximately $4.50B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Bill & Melinda Gates Foundation Trust's CAT position is now estimated to be worth approximately $6.32B, representing an estimated gain of +40.37% since the filing period.

Major shareholders tracked on this page include Bill & Melinda Gates Foundation Trust, Sequoia Financial Advisors, ARK Invest, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CATERPILLAR INC (CAT).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20269$4,732,473,0466,680,814
Q4 20258$3,800,441,6206,634,234
Q3 20258$3,163,807,9336,631,128
Q2 20257$2,959,105,4597,623,372
Q1 20258$2,516,524,5827,631,393
Q4 20248$2,802,304,8557,725,593
Q3 20248$2,961,406,1627,572,243
Q2 20248$2,607,668,1907,829,122
Q1 20248$2,756,215,1807,749,296
Q4 20237$2,231,697,2958,181,498
Q3 20236$2,045,987,7598,400,012
Q2 20236$1,842,404,4928,826,597

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