CATERPILLAR INC (CAT) Institutional Ownership Changes & 13F Activity

CATERPILLAR INC (CAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, ARK Invest, Sequoia Financial Advisors, Dodge & Cox Stock Fund, and Gardner Russo & Quinn.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2025Cullen Value FundSell-738,690$2,866,107
Q1 2025Dodge & Cox Stock FundSell-2541,951$13,835,440
Q1 2025ARK InvestBuy120,857$6,878,639
Q4 2024Renaissance Technologies LLCBuy108,473161,841$58,709,842
Q4 2024Sequoia Financial AdvisorsBuy45,765121,211$43,970,455
Q4 2024ARK InvestSell-75620,856$7,565,723
Q4 2024Dodge & Cox Stock FundSell-30041,976$15,227,214
Q4 2024Mairs & Power Growth FundBuy11516,693$6,055,553
Q4 2024Cullen Value FundBuy538,763$3,178,821
Q3 2024Renaissance Technologies LLCSell-260,94453,368$20,873,438
Q3 2024Sequoia Financial AdvisorsBuy7,40675,446$29,508,574
Q3 2024ARK InvestSell-2,85621,612$8,452,885
Q3 2024Mairs & Power Growth FundSell-51016,578$6,483,987
Q3 2024Cullen Value FundBuy258,710$3,406,531
Q2 2024Renaissance Technologies LLCBuy87,312314,312$104,697,524
Q2 2024ARK InvestSell-18,14824,468$8,150,291
Q2 2024Sequoia Financial AdvisorsBuy11,36768,040$22,664,151
Q2 2024Mairs & Power Growth FundSell-34717,088$5,692,013
Q2 2024Cullen Value FundSell-2688,685$2,893,039
Q2 2024Dodge & Cox Stock FundSell-5042,276$14,082,136
Q2 2024Eagle Capital ManagementSell-40639$213
Q1 2024Renaissance Technologies LLCSell-407,200227,000$83,180
Q1 2024ARK InvestSell-23,24842,616$15,615,781
Q1 2024Sequoia Financial AdvisorsSell-2,56156,673$20,766,645
Q1 2024Eagle Capital ManagementBuy679679$249
Q1 2024Cullen Value FundBuy3268,953$3,266,430
Q1 2024Mairs & Power Growth FundSell-14517,435$6,388,601
Q1 2024Dodge & Cox Stock FundSell-5342,326$15,509,516
Q4 2023Renaissance Technologies LLCSell-272,258634,200$187,514
Q4 2023Sequoia Financial AdvisorsBuy48,36259,234$17,513,829

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.

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