Who Owns CAT?
CATERPILLAR INC — institutional ownership across 10 tracked superinvestors.
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10
Institutional Holders
$7.20B
Total Value Held
1000.00T
Total Shares
CATERPILLAR INC (CAT) is held by 10 tracked superinvestors with a combined position of $7.20B across 1000.00T shares. The largest holder is Bill & Melinda Gates Foundation (Bill & Melinda Gates Foundation Trust) with $6.77B (19.65% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation | Bill & Melinda Gates Foundation Trust | 6353614 | $6.77B | 19.65% | 2026-06-30 |
| 2 | Tom Gayner | Markel Group | 328650 | $350.0M | 2.67% | 2026-06-30 |
| 3 | Dodge & Cox | Dodge & Cox | 39404 | $42.0M | 0.02% | 2026-06-30 |
| 4 | Mairs & Power | Mairs & Power | 18102 | $19.3M | 0.18% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates | 7329 | $7.8M | 0.03% | 2026-06-30 |
| 6 | FPA Queens Road | Bragg Financial Advisors | 5666 | $6.0M | 0.16% | 2026-06-30 |
| 7 | Wally Obermeyer | Obermeyer Wealth Partners | 2027 | $2.2M | 0.09% | 2026-06-30 |
| 8 | Bill Nygren | Harris Associates | 1840 | $2.0M | 0.00% | 2026-06-30 |
| 9 | Dan Sundheim (Mine & Arao) | Mine & Arao Wealth Creation & Management | 1658 | $1.8M | 0.64% | 2026-06-30 |
| 10 | Tom Russo | Gardner Russo & Gardner | 265 | $282K | 0.00% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-12-31 | 2 | $13.1M | 423.8M |
| 2024-03-31 | 6 | $2.82B | 1000.00T |
| 2024-06-30 | 6 | $2.57B | 1000.00T |
| 2024-09-30 | 6 | $3.03B | 1000.00T |
| 2024-12-31 | 8 | $2.81B | 1000.00T |
| 2025-03-31 | 8 | $2.56B | 1000.00T |
| 2025-06-30 | 8 | $3.01B | 1000.00T |
| 2025-09-30 | 9 | $3.22B | 1000.00T |
| 2025-12-31 | 10 | $3.90B | 1000.00T |
| 2026-03-31 | 10 | $4.84B | 1000.00T |
| 2026-06-30 | 10 | $7.20B | 1000.00T |