CAT CATERPILLAR INC: institutional ownership and insider trading
4,279 funds reported holding $431B of CATERPILLAR INC in their latest 13F filings; in Q2 2026 funds net bought $4.62B, with 392 new positions and 99 funds selling out; over the last 12 months insiders bought $390K and sold $244M on the open market.
Famous investors holding CAT
- Bill Gates (Gates Foundation Trust): $6.77B, 19.7% of the portfolio
- Tom Gayner (Markel Group): $350M, 2.7% of the portfolio
- Ken Griffin (Citadel Advisors): $5.58B, 0.6% of the portfolio
- Cathie Wood (ARK Investment Management): $59.6M, 0.4% of the portfolio
- Izzy Englander (Millennium Management): $836M, 0.3% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $347M, 0.2% of the portfolio
- Two Sigma (Two Sigma Investments): $190M, 0.1% of the portfolio
- Ray Dalio (Bridgewater Associates): $7.80M, 0.0% of the portfolio
- Tom Russo (Gardner Russo & Quinn): $282K, 0.0% of the portfolio
Largest institutional holders of CAT
- BlackRock, Inc. (BLK) — $40.5B
- STATE STREET CORP (STT, STT-PG) — $36.6B
- VANGUARD CAPITAL MANAGEMENT LLC — $32.0B
- Banque Cantonale Vaudoise — $28.6B
- VANGUARD GROUP INC — $26.6B
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO — $15.5B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $12.8B
- GEODE CAPITAL MANAGEMENT, LLC — $11.9B
- Fisher Asset Management, LLC — $10.6B
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $7.99B
Recent CAT insider trades
- Aug 28, 2026: Creed Joseph E sold 32,401 shares ($26.2M)
- May 14, 2026: Johnson Denise C sold 12,605 shares ($11.4M)
- May 13, 2026: Schaupp William E sold 360 shares ($326K)
- May 13, 2026: Johnson Denise C sold 6,196 shares ($5.64M)
Members of Congress trading CAT
- Sep 28, 2026: Lisa C. McClain bought $1.00K–$15.0K
- Mar 31, 2026: Jared Moskowitz sold part of $1.00K–$15.0K
- Nov 18, 2025: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Oct 17, 2025: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- May 15, 2025: Robert P. Bresnahan, Jr. bought $1.00K–$15.0K
- May 12, 2025: Jefferson Shreve sold $15.0K–$50.0K
- May 5, 2025: Marjorie Taylor Greene bought $1.00K–$15.0K
- Apr 21, 2025: Bruce Westerman sold $1.00K–$15.0K
- Apr 17, 2025: Jefferson Shreve bought $15.0K–$50.0K
- Apr 8, 2025: Bruce Westerman bought $1.00K–$15.0K
5%+ owners
- Vanguard Capital Management: 7.5% (Schedule 13G, filed Apr 29, 2026)