Canonical: https://ownershiptrace.com/13f/companies/770

# Who owns CATERPILLAR INC (CAT)? Elite investor 13F holders

13 tracked elite investors reported holding CATERPILLAR INC as of 2026-06-30, including Bill & Melinda Gates Foundation Trust, Markel Group, D.E. Shaw, Gotham Asset Management, Bridgewater Associates. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.

13 tracked investors currently reported holding · Latest report period: 2026-06-30 · Industrials · Capital Goods

Caterpillar Inc. provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The Construction Industries segment offers asphalt pavers, cold planers, compactors, forestry machines, material handlers, motor graders, pipelayers, road reclaimers, telehandlers, track-type…

## Reported holders and securities, including exits (up to 20)

| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|  --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Bill & Melinda Gates Foundation Trust](https://ownershiptrace.com/13f/investors/7) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 6765963549.00 USD | 6353614.000000 | Shares | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1166559/0001104659-26-097175-index.html) |
| [Markel Group](https://ownershiptrace.com/13f/investors/74) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-07-31 00:00:00 | 349979385.00 USD | 328650.000000 | Shares | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 132538519.00 USD | 124461.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1009207/0001104659-26-097217-index.html) |
| [Gotham Asset Management](https://ownershiptrace.com/13f/investors/94672) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 111922055.00 USD | 105101.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1510387/0001398344-26-014644-index.html) |
| [Bridgewater Associates](https://ownershiptrace.com/13f/investors/8) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 7804652.00 USD | 7329.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1350694/0001350694-26-000003-index.html) |
| [Dodge & Cox Funds](https://ownershiptrace.com/13f/investors/29) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 41961320.00 USD | 39404.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/200217/0001193125-26-349535-index.html) |
| [Mairs & Power Funds](https://ownershiptrace.com/13f/investors/54) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 19276820.00 USD | 18102.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [Renaissance Technologies LLC](https://ownershiptrace.com/13f/investors/63) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/1037389/0001037389-26-000059-index.html) |
| [GAMCO](https://ownershiptrace.com/13f/investors/137) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-12 00:00:00 | 7641722.00 USD | 7176.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/807249/0001140361-26-032508-index.html) |
| [GMO](https://ownershiptrace.com/13f/investors/94674) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 3908183.00 USD | 3670.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1352662/0001072613-26-000636-index.html) |
| [Tudor Investment](https://ownershiptrace.com/13f/investors/94675) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/923093/0000902664-26-003485-index.html) |
| [Ancora Advisors / Ancora Holdings](https://ownershiptrace.com/13f/investors/101) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 3774346.00 USD | 3544.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1446114/0001446114-26-000012-index.html) |
| [Oakmark Funds](https://ownershiptrace.com/13f/investors/11) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1959416.00 USD | 1840.000000 | Shares | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/813917/0000813917-26-000042-index.html) |
| [Check Capital Management](https://ownershiptrace.com/13f/investors/89) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-03 00:00:00 | 1828433.00 USD | 1717.000000 | Shares | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1032814/0001032814-26-000005-index.html) |
| [Gardner Russo & Quinn](https://ownershiptrace.com/13f/investors/75) | CATERPILLAR INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 282199.00 USD | 265.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/860643/0000860643-26-000005-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

[How to read the data](https://ownershiptrace.com/docs#reading-the-data) · [Disclaimer](https://ownershiptrace.com/disclaimer)
