Caterpillar (CAT) Held by Superinvestors
CATERPILLAR INC (CAT) is currently held by 8 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $7.10B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bill & Melinda Gates Foundation Trust is currently the largest disclosed institutional shareholder of CAT tracked by InsiderSet, reporting ownership valued at approximately $6.77B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.09B, representing an estimated loss of -24.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CAT value among the investors covered in this analysis. Major shareholders include Bill & Melinda Gates Foundation Trust, Sequoia Financial Advisors, ARK Invest, and several other long-term asset managers with concentrated positions in CATERPILLAR INC (CAT).
This page ranks the largest institutional CAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bill & Melinda Gates Foundation Trust | Bill Gates | 19.65% | 6,353,614 | $6,765,963,549 | $5,085,877,399 | -$1,680,086,150 | -24.83% |
| Sequoia Financial Advisors | 1.00% | 188,272 | $200,490,420 | $150,706,088 | -$49,784,332 | -24.83% | |
| ARK Invest | Cathie Wood | 0.39% | 56,008 | $59,642,919 | $44,832,724 | -$14,810,195 | -24.83% |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.02% | 39,404 | $41,961,320 | $31,541,720 | -$10,419,600 | -24.83% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.18% | 18,102 | $19,276,820 | $14,490,108 | -$4,786,712 | -24.83% |
| Cullen Value Fund | Jim Cullen | 1.10% | 8,562 | $9,117,946 | $6,853,624 | -$2,264,322 | -24.83% |
| Eagle Capital Management | Ravenel Boykin Curry IV | 0.27% | 730 | $777,000 | $584,343 | -$192,657 | -24.79% |
| Gardner Russo & Quinn | Thomas Russo | 0.00% | 265 | $282,199 | $212,125 | -$70,074 | -24.83% |
Frequently asked questions about CAT
Who are the largest superinvestors holding CAT?
The largest superinvestors holding CAT in the latest SEC Form 13F filings include Bill & Melinda Gates Foundation Trust, Sequoia Financial Advisors, ARK Invest, Dodge & Cox Stock Fund, and Mairs & Power Growth Fund. InsiderSet ranks these superinvestors by their latest reported CAT position.
What does the CAT superinvestors page include?
This page tracks CAT positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. CATERPILLAR INC (CAT) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold CAT?
InsiderSet currently tracks 8 superinvestors reporting CAT holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own CAT.
How much CAT stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $7.10B in CAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were CAT superinvestor holdings last updated?
The latest CAT superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor CAT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its CAT position after the reporting date.
Are superinvestors buying or selling CAT?
Buying and selling can be analyzed by comparing CAT positions across consecutive 13F reporting periods. InsiderSet's CAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAT ownership changes.
How have superinvestor CAT holdings changed over time?
InsiderSet tracks CAT holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.