CAT fund manager activity
Caterpillar, Inc · NYSE. Reported by 17 tracked fund managers in their 13F filings, Q3 2012 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Bill & Melinda Gates Foundation Trust | No change | 6,353,614 | $6,765,963,549 | 19.7% | Aug 14, 2026 |
| Steven Check - Check Capital Management | No change | 1,717 | $1,828,433 | 0.10% | Aug 5, 2026 |
| Dodge & Cox Funds | Trimmed | 39,404 | $41,961,320 | 0.02% | Aug 13, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 9,942,521 | $10,587,791,364 | 3.15% | Aug 4, 2026 |
| Jeremy Grantham - GMO | Trimmed | 3,670 | $3,908,183 | 0.01% | Aug 13, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 265 | $282,199 | 0.00% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 105,101 | $111,922,055 | 0.26% | Aug 14, 2026 |
| Mairs & Power Funds | Trimmed | 18,102 | $19,276,820 | 0.18% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | No change | 328,650 | $349,979,385 | 2.67% | Jul 31, 2026 |
| Bill Nygren - Oakmark Funds | No change | 1,840 | $1,959,416 | 0.00% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Bill & Melinda Gates Foundation Trust | No change | 6,353,614 | $4,501,281,374 | 14.2% | May 15, 2026 |
| Steven Check - Check Capital Management | No change | 1,717 | $1,216,426 | 0.07% | May 4, 2026 |
| Dodge & Cox Funds | Trimmed | 39,994 | $28,334,149 | 0.02% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 9,775,952 | $6,925,871,728 | 2.35% | May 5, 2026 |
| Jeremy Grantham - GMO | Added | 6,701 | $4,747,390 | 0.01% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 450 | $318,807 | 0.00% | May 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 117,096 | $82,957,832 | 0.25% | May 15, 2026 |
| Mairs & Power Funds | Trimmed | 18,450 | $13,071,087 | 0.13% | May 14, 2026 |
| Thomas Gayner - Markel Group | No change | 328,650 | $232,835,379 | 1.95% | May 1, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 1,840 | $1,303,566 | 0.00% | May 15, 2026 |