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 Q2 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.6 B.
Top institutional holders include Ken Fisher and Bill Gates.
Notably, Bill Gates has expressed high conviction in this stock, allocating 19.65% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $204.81 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Manning & Napier Group reduced exposure by 92.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Caterpillar Inc. (CAT)
Major holders include Ken Fisher ($10.59 B), Bill Gates ($6.77 B), Cliff Asness ($533.23 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 17.35 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $204.81 M, with 4 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 2 fully exited CAT. The total reported sell value was $227.68 M.
Yes, 1 managers opened new positions in CAT, and 3 increased their existing holdings. The total reported buy value was $432.49 M.
