# 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: 2026-07-08T11:25:21.098Z

## Summary

As of the most recent 13F filing period, CATERPILLAR INC (CAT) is held by 8 tracked superinvestors with an aggregate position value of $4.84B representing 0635361432865082502399941845056521656450 shares.

## Top institutional holders (8)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Bill & Melinda Gates Foundation](https://superinvestorclub.com/manager/3) | Bill & Melinda Gates Foundation Trust | 6353614 | $4.50B | 14.22% | 2026-03-31 |
| 2 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 328650 | $232.8M | 1.95% | 2026-03-31 |
| 3 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 82502 | $58.4M | 0.26% | 2026-03-31 |
| 4 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 39994 | $28.3M | 0.02% | 2026-03-31 |
| 5 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 18450 | $13.1M | 0.13% | 2026-03-31 |
| 6 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 5652 | $4.0M | 0.13% | 2026-03-31 |
| 7 | [Dan Sundheim](https://superinvestorclub.com/manager/3261) | D1 Capital Partners | 1656 | $1.2M | 0.49% | 2026-03-31 |
| 8 | [Tom Russo](https://superinvestorclub.com/manager/30) | Gardner Russo & Gardner | 450 | $318,807 | 0.00% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 1 holders, $12.5M aggregate, 042379 shares
- 2024-03-31: 3 holders, $2.82B aggregate, 0735361430760042326 shares
- 2024-06-30: 4 holders, $2.57B aggregate, 07353614311500422762045 shares
- 2024-09-30: 4 holders, $3.02B aggregate, 073536143187504227616578 shares
- 2024-12-31: 7 holders, $2.81B aggregate, 073536143248004197616693612220161920 shares
- 2025-03-31: 7 holders, $2.56B aggregate, 073536143280504195116553598718801770 shares
- 2025-06-30: 6 holders, $3.00B aggregate, 0735361432865041921575326581774 shares
- 2025-09-30: 8 holders, $3.22B aggregate, 063536143286504079418710600024081777700 shares
- 2025-12-31: 9 holders, $3.90B aggregate, 06353614328650621574072418455577624081654550 shares
- 2026-03-31: 8 holders, $4.84B aggregate, 0635361432865082502399941845056521656450 shares

## Recent congressional trades (45)

- 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
- 2025-10-27: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-10-23: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-10-17: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) purchase $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
- 2025-06-27: Ro Khanna (Democrat-CA) purchase $15,001 - $50,000
- 2025-06-23: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-05-29: Ro Khanna (Democrat-CA) purchase $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."