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CAT

Caterpillar Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
9 of 97 filed · prev 9
Median weight
0.18%
Sector
Technology
Type
equity · US

Moves3 this quarter

Streakslongest holders · 53 quarters on record

  1. Gates Trust Michael Larson, CIO 19.6%53+ quarters
  2. Mairs Andrew Adams, CIO 0.2%53+ quarters
  3. Dodge & Cox David Hoeft, CIO 0.0%53+ quarters
  4. Oakmark Bill Nygren, CIO 0.0%51 quarters
  5. Markel Tom Gayner, CEO 2.7%46 quarters

The record for CAT begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding9 Q2 2026

Largest weight19.6% Q2 2026

Holders9 of 97 filed

Gates TrustMichael Larson, CIO19.65%6,353,614$6.8Bheld—53+ q
MarkelTom Gayner, CEO2.67%328,650$350Mheld—46 q
PRIMECAPJoel Fried, portfolio manager0.55%871,700$928Mtrimmed−0%−0.06 pp27 q
ARKCathie Wood, CIO0.39%56,008$60Mtrimmed−4%−0.07 pp26 q
MairsAndrew Adams, CIO0.18%18,102$19Mtrimmed−2%−0.05 pp53+ q
CheckpartialSteven Check, CIO0.07%3,434$4Madded×2.0—23 q
Dodge & CoxDavid Hoeft, CIO0.02%39,404$42Mtrimmed−1%—53+ q
OakmarkBill Nygren, CIO0.00%1,840$2Mheld—51 q
RussoTimothy Quinn, portfolio manager0.00%265$282,199trimmed−41%—4 q