# CATERPILLAR INC (CAT) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 149123101
Page URL: https://superinvestorclub.com/stock/CAT
Last updated: 2026-08-29T13:46:51.575Z

## Summary

As of the most recent 13F filing period, CATERPILLAR INC (CAT) is held by 10 tracked superinvestors with an aggregate position value of $7.20B representing 06353614328650394041810273295666202718401658265 shares.

## Top institutional holders (10)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Bill & Melinda Gates Foundation](https://superinvestorclub.com/manager/3) | Bill & Melinda Gates Foundation Trust | 6353614 | $6.77B | 19.65% | 2026-06-30 |
| 2 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 328650 | $350.0M | 2.67% | 2026-06-30 |
| 3 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 39404 | $42.0M | 0.02% | 2026-06-30 |
| 4 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 18102 | $19.3M | 0.18% | 2026-06-30 |
| 5 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 7329 | $7.8M | 0.03% | 2026-06-30 |
| 6 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 5666 | $6.0M | 0.16% | 2026-06-30 |
| 7 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 2027 | $2.2M | 0.09% | 2026-06-30 |
| 8 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 1840 | $2.0M | 0.00% | 2026-06-30 |
| 9 | [Dan Sundheim (Mine & Arao)](https://superinvestorclub.com/manager/3261) | Mine & Arao Wealth Creation & Management | 1658 | $1.8M | 0.64% | 2026-06-30 |
| 10 | [Tom Russo](https://superinvestorclub.com/manager/30) | Gardner Russo & Gardner | 265 | $282,199 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 2 holders, $13.1M aggregate, 0423791800 shares
- 2024-03-31: 6 holders, $2.82B aggregate, 073536143076004232634251800662 shares
- 2024-06-30: 6 holders, $2.57B aggregate, 0735361431150042276474720451800 shares
- 2024-09-30: 6 holders, $3.03B aggregate, 07353614318750422761657848211800 shares
- 2024-12-31: 8 holders, $2.81B aggregate, 073536143248004197616693612220161920665 shares
- 2025-03-31: 8 holders, $2.56B aggregate, 0735361432805041951165535987196918801770 shares
- 2025-06-30: 8 holders, $3.01B aggregate, 0735361432865041921193615753265820761774 shares
- 2025-09-30: 9 holders, $3.22B aggregate, 0635361432865040794187106000240820681777700 shares
- 2025-12-31: 10 holders, $3.90B aggregate, 063536143286506215740724184555776240820371654550 shares
- 2026-03-31: 10 holders, $4.84B aggregate, 063536143286508250239994184505652209218401656450 shares
- 2026-06-30: 10 holders, $7.20B aggregate, 06353614328650394041810273295666202718401658265 shares

## Recent congressional trades (50)

- 2026-03-31: Jared Moskowitz (Democrat-FL) sale $1,001 - $15,000
- 2026-01-29: John Boozman (Republican-AR) purchase $1,001 - $15,000
- 2025-12-29: Markwayne Mullin (Republican-OK) purchase $15,001 - $50,000
- 2025-11-25: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-11-18: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-11-18: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-10-27: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-10-23: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-10-17: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-10-17: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-07-24: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-07-08: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-07-02: Ro Khanna (Democrat-CA) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "CATERPILLAR INC (CAT) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/CAT), aggregating SEC 13F, Form 4, and congressional disclosures."