CATERPILLAR INC (CAT) Institutional Ownership and Insiders Activity

CATERPILLAR INC (CAT) is widely held by institutional investors, with 9 tracked firms reporting positions valued at approximately $4.74B based on SEC Form 13F filings for the quarter ended June 30, 2026.

Bill & Melinda Gates Foundation Trust is the largest disclosed holder, reporting approximately $4.50B in CAT holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Bill & Melinda Gates Foundation Trust representing the majority of disclosed value.

Recent insider activity includes 8 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.