CAT
Caterpillar Inc. · Industrials · Agricultural - Machinery
Señales de momentum (gestores comparables):
amplitud de titulares +4.5% ·
flujo de acciones -1.6% ·
nuevas posiciones netas +4.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 176 | -2 | 271.19M | $288.15B | +3 | −7 |
| Q1 2026 | 183 | +4 | 272.76M | $192.93B | +6 | −2 |
| Q4 2025 | 177 | +1 | 291.40M | $166.85B | +1 | — |
| Q3 2025 | 27 | -2 | 182.47M | $87.06B | — | −3 |
| Q2 2025 | 27 | 0 | 161.48M | $62.68B | +1 | −1 |
| Q1 2025 | 24 | +1 | 81.81M | $26.98B | +1 | — |
| Q4 2024 | 23 | +1 | 90.13M | $32.70B | +1 | — |
| Q3 2024 | 21 | -1 | 54.97M | $21.49B | +1 | −2 |
| Q2 2024 | 22 | — | 56.60M | $18.85B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 36.63M | — | $13.29B | 0.5% | n/c | 1 | SEC ↗ |
| 2 | Capital World Investors ✦ | 16.40M | -6.2% | $5.95B | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 10.45M | +2.3% | $3.79B | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Fisher Asset Management ✦ | 9.08M | +1.4% | $3.29B | 1.3% | ▲ Add | 3 | SEC ↗ |
| 5 | Gates Foundation Trust ✦ | 7.35M | 0.0% | $2.67B | 6.3% | Held | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 6.02M | -1.6% | $2.18B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 7 | PRIMECAP Management ✦ | 1.42M | -4.1% | $516.73M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 1.02M | -0.4% | $370.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 465.82K | -65.7% | $168.98M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Markel Group ✦ | 324.80K | +1.9% | $117.82M | 1.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 322.27K | +84.7% | $116.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 161.84K | +203.2% | $58.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 88.94K | +72.2% | $32.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | AQR Capital Management ✦ | 88.75K | -30.9% | $32.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 15 | Citadel Advisors ✦ | 80.77K | +252.6% | $29.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 75.02K | -1.8% | $27.21M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 72.03K | Nuevo | $26.13M | 0.0% | New | 1 | SEC ↗ |
| 18 | Dodge & Cox ✦ | 41.98K | -0.7% | $15.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | ARK Investment Management ✦ | 20.86K | -3.5% | $7.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 2.76K | -95.6% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Harris Associates (Oakmark) ✦ | 1.92K | +6.7% | $696,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 1.90K | -88.1% | $689,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 588 | +8.9% | $213,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Adage Capital Partners | $26.13M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 3,704 tenedores, 328.12M acciones, $221.19B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 480 acc. · $384,091
Officer · 540 acc. · $432,594
Officer · 280 acc. · $224,588
Officer · 750 acc. · $602,542
Officer · 520 acc. · $418,007
Officer · 1.35K acc. · $1.09M
Officer · 3.38K acc. · $2.73M
Officer · 6.13K acc. · $4.95M
Officer · 2.64K acc. · $2.13M
Officer · 2.14K acc. · $1.73M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología