CATERPILLAR INC (CAT) Stock Institutional Trading Activity
CATERPILLAR INC (CAT) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Mairs & Power Growth Fund, Cullen Value Fund, Bill & Melinda Gates Foundation Trust, Sequoia Financial Advisors, and ARK Invest. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- CATERPILLAR INC (CAT) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2014 | Renaissance Technologies LLC | Buy | 789,580 | 817,680 | $74,842 |
| Q3 2014 | Mairs & Power Growth Fund | Buy | 486 | 3,072 | $304 |
| Q3 2014 | Jensen Investment Management | Buy | 280 | 4,640 | $459 |
| Q3 2014 | Matrix Advisors Value Fund | Sell | -3,964 | 181,299 | $17,954 |
| Q3 2014 | Dodge & Cox Stock Fund | Sell | -700 | 71,619 | $7,092 |
| Q2 2014 | Mairs & Power Growth Fund | Sell | -134 | 2,586 | $281 |
| Q2 2014 | Jensen Investment Management | Sell | -1,080 | 4,360 | $474 |
| Q2 2014 | Matrix Advisors Value Fund | Sell | -12,870 | 185,263 | $20,133 |
| Q2 2014 | Dodge & Cox Stock Fund | Sell | -426 | 72,319 | $7,859 |
| Q1 2014 | Mairs & Power Growth Fund | Sell | -66 | 2,720 | $270 |
| Q1 2014 | Jensen Investment Management | Sell | -600 | 5,440 | $541 |
| Q1 2014 | Matrix Advisors Value Fund | Sell | -3,383 | 198,133 | $19,688 |
| Q1 2014 | Dodge & Cox Stock Fund | Sell | -105 | 72,745 | $7,229 |
| Q4 2013 | Mairs & Power Growth Fund | Sell | -1,400 | 2,786 | $253 |
| Q4 2013 | Jensen Investment Management | Buy | 680 | 6,040 | $548 |
| Q4 2013 | Matrix Advisors Value Fund | Buy | 23,226 | 201,516 | $18,300 |
| Q4 2013 | Dodge & Cox Stock Fund | Sell | -185 | 72,850 | $6,616 |
| Q4 2013 | Renaissance Technologies LLC | Buy | 28,100 | 28,100 | $2,552 |
| Q4 2013 | Hillman Value Fund | Buy | 30,441 | 30,441 | $2,764 |
| Q4 2013 | Bill & Melinda Gates Foundation Trust | Buy | 500,000 | 11,260,857 | $1,022,598 |
| Q3 2013 | Mairs & Power Growth Fund | Sell | -265 | 4,186 | $349 |
| Q3 2013 | Jensen Investment Management | Buy | 940 | 5,360 | $447 |
| Q3 2013 | Matrix Advisors Value Fund | Buy | 68,515 | 178,290 | $14,869 |
| Q3 2013 | Dodge & Cox Stock Fund | Sell | -816 | 73,035 | $6,089 |
| Q2 2013 | Mairs & Power Growth Fund | Buy | 4,451 | 4,451 | $367 |
| Q2 2013 | Jensen Investment Management | Buy | 4,420 | 4,420 | $365 |
| Q2 2013 | Matrix Advisors Value Fund | Buy | 109,775 | 109,775 | $9,055 |
| Q2 2013 | Dodge & Cox Stock Fund | Buy | 73,851 | 73,851 | $6,092 |
| Q2 2013 | Bill & Melinda Gates Foundation Trust | Buy | 10,760,857 | 10,760,857 | $887,663 |
Frequently asked questions about CAT activity
Which institutional owners are buying CAT?
Institutional owners buying CAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CAT activity?
"Buy" means an investor increased their reported position in CAT compared to the prior reporting period. This reflects growing exposure to CATERPILLAR INC (CAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CAT increasing?
Institutional interest in CAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.