Guru Ownership Trend
Guru Analysis for Caterpillar Inc. (CAT)
Caterpillar Inc. (CAT), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.78 B.
Top institutional holders include Ken Fisher and Bill Gates.
Notably, Bill Gates has expressed high conviction in this stock, allocating 10.29% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $125.58 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Jefferies Group reduced exposure by 63.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Caterpillar Inc. (CAT)
Major holders include Ken Fisher ($5.44 B), Bill Gates ($3.64 B), Tom Gayner ($188.27 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 16.78 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $125.58 M, with 7 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited CAT. The total reported sell value was $234.7 M.
Yes, 3 managers opened new positions in CAT, and 4 increased their existing holdings. The total reported buy value was $109.11 M.
