Guru Ownership Over Time
Guru Analysis for Caterpillar Inc. (CAT)
Caterpillar Inc. (CAT), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.07 B.
Top institutional holders include Ken Fisher and Bill Gates.
Notably, Bill Gates has expressed high conviction in this stock, allocating 8.29% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $612.42 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 137.0%. Conversely, Jeremy Grantham reduced exposure by 69.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.63% | Add 0.2% | 9,439,197 | $4.5 B | Q3 2025 | |
| 8.29% | Reduce -13.6% | 6,353,614 | $3.03 B | Q3 2025 | |
| 1.04% | Reduce -42.5% | 458,542 | $218.79 M | Q3 2025 | |
| 1.27% | 328,650 | $156.82 M | Q3 2025 | ||
| 0.07% | Add 137.0% | 246,400 | $116.86 M | Q3 2025 | |
| 0.24% | Add 19.1% | 116,589 | $55.63 M | Q3 2025 | |
| 0.26% | Reduce -47.3% | 42,140 | $20.11 M | Q3 2025 | |
| 0.09% | Add 11.7% | 31,144 | $14.86 M | Q3 2025 | |
| 0.06% | Add 62.2% | 28,472 | $13.59 M | Q3 2025 | |
| 0.08% | Reduce -3.4% | 18,710 | $8.93 M | Q3 2025 | |
| 0.03% | Reduce -33.0% | 5,182 | $2.47 M | Q3 2025 | |
| 0.01% | Reduce -69.7% | 3,893 | $1.86 M | Q3 2025 | |
| 0.22% | 3,230 | $1.54 M | Q3 2025 | ||
| 0.00% | New Buy | 700 | $334,005 | Q3 2025 | |
| 0.00% | Reduce -15.7% | 576 | $274,838 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Caterpillar Inc. (CAT)
Top Guru holders include Ken Fisher ($4.5 B), Bill Gates ($3.03 B), Diamond Hill Capital ($218.79 M). Collectively, tracked Gurus hold 17.08 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $612.42 M, with 6 Gurus buying and 10 Gurus selling.
In the recent quarter, 7 Gurus reduced their positions, and 3 Gurus sold out of CAT completely. Total sell value was $705.95 M.
Yes, 1 Gurus opened new positions in CAT, and 5 added to their existing holdings. Total buy value was $93.53 M.