Industrials · owned by 3 fund managers
Who owns Caterpillar (CAT)?
3 of the 22 fund managers we track hold Caterpillar, worth $7.1B combined as of Q2 2026. Gates Foundation Trust has the biggest bet at 19.7% of the portfolio.
Ownership summary
Fund manager owners
3 / 22
0 opened new positions
Combined value
$7.1B
At quarter-end prices
Biggest weight
19.7%
Gates Foundation Trust
Buyers / sellers
0 / 0
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Caterpillar appears in 3 of our 22 portfolios.
- Largest holder: Gates Foundation Trust (19.7% of portfolio)
- 0 managers bought or added this quarter
- 0 managers trimmed or sold out
- 3 congressional trades disclosed recently (2 buys, 1 sells)
- Company insiders in Q3 2026: no open-market buys, sold $26M
This is not a recommendation. Do your own research.
Fund managers who own CAT
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Gates Foundation Trust Bill & Melinda Gates Foundation Trust | 19.65% | Hold | 6,353,614 | $6.8B |
| Thomas Gayner Markel Group | 2.67% | Hold | 328,650 | $350M |
| Bill Nygren Oakmark Funds (Harris Associates) | 0.00% | Hold | 1,840 | $2M |
Congressional trades in CATAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| R Lisa C. McClain House · MI | Buy | $1,001 – $15,000 | 28 Sep 2026 | 12 Oct 2026 |
| R Tim Walberg House · MI | Buy | $15,001 – $50,000 | 7 Feb 2025 | 3 Jun 2026 |
| D Jared Moskowitz House · FL | Sell | $1,001 – $15,000 | 31 Mar 2026 | 30 Apr 2026 |
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