← Top Holdings

CATCATERPILLAR INC

CUSIP: 149123101

8

Guru Owners

$4.84B

Total Value Held

6.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill & Melinda Gates Foundation	Bill & Melinda Gates Foundation Trust	6353614	$4.50B	14.22%	$708.46	Q1 2026
Tom Gayner	Markel Group	328650	$232.8M	1.95%	$708.46	Q1 2026
Ray Dalio	Bridgewater Associates	82502	$58.4M	0.26%	$708.46	Q1 2026
Dodge & Cox	Dodge & Cox	39994	$28.3M	0.02%	$708.46	Q1 2026
Mairs & Power	Mairs & Power	18450	$13.1M	0.13%	$708.46	Q1 2026
FPA Queens Road	Bragg Financial Advisors	5652	$4.0M	0.13%	$708.46	Q1 2026
Dan Sundheim	D1 Capital Partners	1656	$1.2M	0.49%	$708.48	Q1 2026
Tom Russo	Gardner Russo & Gardner	450	$319K	0.00%	$708.46	Q1 2026

Bill & Melinda Gates Foundation

$4.50B

14.22%

$232.8M

1.95%

$58.4M

0.26%

$28.3M

0.02%

$13.1M

0.13%

FPA Queens Road

$4.0M

0.13%

$1.2M

0.49%

$319K

0.00%

📊 Fundamentals

Market Cap$433.0B

P/E Ratio46.7x

Above market avg

Forward P/E31.0x

P/FCF114.7x

EPS (TTM)$20.12

Revenue (TTM)$70.8B

Profit Margin13.33%

Div Yield0.69%

Beta1.56

52-Week Range

$391.52

$1073.46

Current: $940.12

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 46.7x trailing earnings → 31.0x forward · 13.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '268 owners · $4.84B

INCREASEDRay Dalio$58.4M

REDUCEDDodge & Cox$28.3M

REDUCEDMairs & Power$13.1M

REDUCEDFPA Queens Road$4.0M

INCREASEDDan Sundheim$1.2M

REDUCEDTom Russo$319K

SOLDBill Nygren

Q4 '259 owners · $3.90B

NEWRay Dalio$35.6M

REDUCEDDodge & Cox$23.3M

REDUCEDMairs & Power$10.6M

REDUCEDFPA Queens Road$3.3M

REDUCEDDan Sundheim$948K

REDUCEDTom Russo$315K

Q3 '258 owners · $3.22B

REDUCEDBill & Melinda Gates Foundation$3.03B

REDUCEDDodge & Cox$19.5M

NEWMairs & Power$8.9M

INCREASEDFPA Queens Road$2.9M

REDUCEDBill Nygren$1.1M

INCREASEDDan Sundheim$848K

NEWTom Russo$334K

Q2 '256 owners · $3.00B

INCREASEDTom Gayner$127.6M

REDUCEDDodge & Cox$16.3M

REDUCEDFPA Queens Road$2.2M

INCREASEDBill Nygren$1.0M

INCREASEDDan Sundheim$689K

SOLDMairs & Power

Q1 '257 owners · $2.56B

INCREASEDTom Gayner$108.2M

REDUCEDDodge & Cox$13.8M

REDUCEDMairs & Power$5.5M

REDUCEDFPA Queens Road$2.0M

REDUCEDBill Nygren$620K

REDUCEDDan Sundheim$584K

Q4 '247 owners · $2.81B

INCREASEDTom Gayner$117.8M

REDUCEDDodge & Cox$15.2M

INCREASEDMairs & Power$6.1M

NEWFPA Queens Road$2.2M

NEWDan Sundheim$732K

NEWBill Nygren$696K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

11%analyst est. 10.7%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.3%current: 5.3%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CAT: Held by 8 superinvestors · 45 congress member trades

BUYJohn BoozmanR

$1,001 - $15,0002026-01-29

BUYMarkwayne MullinR

$15,001 - $50,0002025-12-29

$1,001 - $15,0002025-11-25

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

$1,001 - $15,0002025-10-27

$1,001 - $15,0002025-10-23

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-24

$1,001 - $15,0002025-07-08

$1,001 - $15,0002025-07-02

$15,001 - $50,0002025-06-27

$1,001 - $15,0002025-06-23

$1,001 - $15,0002025-05-29

BUYRob BresnahanR

$1,001 - $15,0002025-05-15

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-05

SELLBruce WestermanR

$1,001 - $15,0002025-04-21

BUYJefferson ShreveR

$15,001 - $50,0002025-04-17