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 Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.23 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Caterpillar Inc. (CAT)
Major holders include Ken Fisher ($4.5 B), Bill Gates ($3.03 B), Diamond Hill Capital ($218.79 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 17.08 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $612.42 M, with 6 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 3 fully exited CAT. The total reported sell value was $705.95 M.
Yes, 1 managers opened new positions in CAT, and 5 increased their existing holdings. The total reported buy value was $93.53 M.