Security record · archived quarter
CAT
Caterpillar Inc. · Industrials · Agricultural - Machinery
24Tracked holders
+1Δ holders
81.81MShares held
$26.98BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow -9.2% ·
net new positions +4.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 178 | -2 | 273.74M | $290.81B | +3 | −5 |
| 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 | — | — |
Who holds it · Q1 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 36.16M | -1.3% | $11.93B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 10.52M | +0.6% | $3.47B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 10.52M | +0.6% | $3.47B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 9.21M | +1.4% | $3.04B | 1.3% | ▲ Add | 4 | SEC ↗ |
| 5 | Capital World Investors ✦ | 8.07M | -50.8% | $2.66B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 6 | Gates Foundation Trust ✦ | 7.35M | 0.0% | $2.43B | 5.8% | Held | 4 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 5.66M | -6.0% | $1.87B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 8 | PRIMECAP Management ✦ | 1.38M | -3.2% | $454.95M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.04M | +1.5% | $342.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.04M | +1.5% | $342.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 663.06K | +42.3% | $218.68M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 663.06K | +42.3% | $218.68M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 342.33K | +323.9% | $112.90M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 342.33K | +323.9% | $112.90M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | Markel Group ✦ | 328.05K | +1.0% | $108.19M | 1.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Markel Group ✦ | 328.05K | +1.0% | $108.19M | 1.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Millennium Management ✦ | 213.90K | -33.6% | $70.54M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 187.49K | New | $61.83M | 0.1% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 145.06K | +5155.8% | $47.84M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 145.06K | +5155.8% | $47.84M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 145.06K | +5155.8% | $47.84M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 22 | Adage Capital Partners ✦ | 134.75K | +87.1% | $44.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Wellington Management ✦ | 114.74K | +29.0% | $37.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Wellington Management ✦ | 114.74K | +29.0% | $37.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Wellington Management ✦ | 114.74K | +29.0% | $37.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Wellington Management ✦ | 114.74K | +29.0% | $37.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Wellington Management ✦ | 114.74K | +29.0% | $37.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 81.98K | -7.6% | $26.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 81.98K | -7.6% | $26.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 81.98K | -7.6% | $26.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 81.98K | -7.6% | $26.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 81.98K | -7.6% | $26.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 81.98K | -7.6% | $26.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 69.30K | -7.6% | $22.85M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 63.36K | -60.9% | $20.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Dodge & Cox ✦ | 41.95K | -0.1% | $13.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | ARK Investment Management ✦ | 20.86K | 0.0% | $6.88M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 2.05K | +8.0% | $676,750 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Harris Associates (Oakmark) ✦ | 1.88K | -2.1% | $620,024 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 679 | +15.5% | $223,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $61.83M | 0.1% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,704 holders, 328.12M shares, $221.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2025 ·
Methodology ·
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