CAT fund manager activity

Caterpillar, Inc · NYSE. Reported by 17 tracked fund managers in their 13F filings, Q3 2012 to Q2 2026.

Q4 2025

Manager	Activity	Shares	Value	% of portfolio	Filed
Bill & Melinda Gates Foundation Trust	No change	6,353,614	$3,639,794,852	10.3%	Feb 17, 2026
Steven Check - Check Capital Management	No change	1,717	$983,618	0.06%	Feb 6, 2026
Dodge & Cox Funds	Trimmed	40,724	$23,329,558	0.01%	Feb 13, 2026
Ken Fisher - Fisher Asset Management	Added	9,493,266	$5,438,408,329	1.86%	Feb 9, 2026
Jeremy Grantham - GMO	Trimmed	2,951	$1,690,539	0.00%	Feb 17, 2026
Thomas Russo - Gardner Russo & Quinn	Trimmed	550	$315,079	0.00%	Feb 12, 2026
Joel Greenblatt - Gotham Asset Management	Added	122,473	$70,161,108	0.26%	Feb 17, 2026
Mairs & Power Funds	Trimmed	18,455	$10,572,316	0.10%	Feb 17, 2026
Thomas Gayner - Markel Group	No change	328,650	$188,273,727	1.50%	Feb 6, 2026
Bill Nygren - Oakmark Funds	No change	2,408	$1,379,471	0.00%	Feb 17, 2026

Manager	Activity	Shares	Value	% of portfolio	Filed
Bill & Melinda Gates Foundation Trust	Trimmed	6,353,614	$3,031,626,920	8.29%	Nov 14, 2025
Steven Check - Check Capital Management	No change	1,717	$819,267	0.05%	Nov 6, 2025
Dodge & Cox Funds	Trimmed	40,794	$19,464,857	0.01%	Nov 13, 2025
Ken Fisher - Fisher Asset Management	Added	9,439,197	$4,503,913,348	1.63%	Nov 12, 2025
Jeremy Grantham - GMO	Trimmed	3,893	$1,857,545	0.01%	Nov 13, 2025
Thomas Russo - Gardner Russo & Quinn	New	700	$334,005	0.00%	Nov 12, 2025
Joel Greenblatt - Gotham Asset Management	Added	116,589	$55,630,441	0.24%	Nov 14, 2025
Mairs & Power Funds	Trimmed	18,710	$8,927,476	0.08%	Nov 14, 2025
Thomas Gayner - Markel Group	No change	328,650	$156,815,349	1.27%	Oct 31, 2025
Bill Nygren - Oakmark Funds	Trimmed	2,408	$1,148,977	0.00%	Nov 14, 2025