How many institutional investors hold CAT?

5 tracked institutional investors disclosed a position in CAT (CATERPILLAR INC) in their most recent 13F filing.

Who is the largest institutional holder of CAT?

Ken Griffin, Citadel Advisors, holds the largest disclosed position in CAT, valued at $2.8B.

What sector is CAT in?

CATERPILLAR INC is classified in the Industrials GICS sector, Construction Machinery industry.

Where does this CAT ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

CAT — CATERPILLAR INC

Name: CATERPILLAR INC (CAT) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Industrials · Construction Machinery

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About CATERPILLAR INC (CAT)

CATERPILLAR INC (CAT) appears in the most recent 13F filings of 5 tracked institutional investors. CATERPILLAR INC is classified in the Industrials sector (Construction Machinery industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $2.8B. Across recent filings, tracked investors recorded 6 new positions, 3 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CAT

100

/100

Strong Institutional Accumulation

Added / Increased9

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track CAT

/100

Emerging Interest

5investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

CAT Ownership Composition

How CATERPILLAR INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

97% of tracked value

Institutions

tracked investors

Total Reported

$3.4B

combined 13F value

Other97.0%
Hedge Funds1.8%
Growth Funds1.2%

Other(3)

97.0%

Hedge Funds(1)

1.8%

Growth Funds(1)

1.2%

Tracked investors reporting CAT

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	3.9M	$2.8B	0.45%	Mar 31, 2026
Izzy Englander	Millennium Management	590.6K	$418.4M	0.17%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	86.5K	$61.3M	0.08%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	82.5K	$58.4M	0.26%	Mar 31, 2026
Cathie Wood	ARK Investment Management	58.6K	$41.5M	0.32%	Mar 31, 2026

Ken GriffinMar 31, 2026
Citadel Advisors
Shares
3.9M
Value
$2.8B
% Portfolio
0.45%
Izzy EnglanderMar 31, 2026
Millennium Management
Shares
590.6K
Value
$418.4M
% Portfolio
0.17%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
86.5K
Value
$61.3M
% Portfolio
0.08%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
82.5K
Value
$58.4M
% Portfolio
0.26%
Cathie WoodMar 31, 2026
ARK Investment Management
Shares
58.6K
Value
$41.5M
% Portfolio
0.32%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Izzy Englander	New	—	$459.9M	Feb 17, 2026
Steve Cohen	New	—	$69M	Feb 17, 2026
Steve Cohen	New	—	$61.3M	May 15, 2026
Ray Dalio	Increased	32.73%	$58.4M	May 15, 2026
Cathie Wood	Increased	71.44%	$41.5M	May 12, 2026
Ray Dalio	New	—	$35.6K	Feb 13, 2026
Cathie Wood	Increased	9.71%	$19.6K	Feb 11, 2026
Ken Griffin	New	—	$1.2M	Nov 14, 2025
Cathie Wood	New	—	$14.9K	Nov 12, 2025

Izzy Englander
New
$459.9MFeb 17, 2026
Steve Cohen
New
$69MFeb 17, 2026
Steve Cohen
New
$61.3MMay 15, 2026
Ray Dalio
Increased
$58.4M(32.73%)May 15, 2026
Cathie Wood
Increased
$41.5M(71.44%)May 12, 2026
Ray Dalio
New
$35.6KFeb 13, 2026
Cathie Wood
Increased
$19.6K(9.71%)Feb 11, 2026
Ken Griffin
New
$1.2MNov 14, 2025
Cathie Wood
New
$14.9KNov 12, 2025

Frequently asked questions

How many institutional investors hold CAT?: 5 tracked institutional investors disclosed a position in CAT (CATERPILLAR INC) in their most recent 13F filing.
Who is the largest institutional holder of CAT?: Ken Griffin, Citadel Advisors, holds the largest disclosed position in CAT, valued at $2.8B.
Did institutional ownership of CAT increase or decrease?: Across recent 13F filings, tracked investors recorded 6 new positions, 3 increased, 0 reduced, and 0 fully exited CAT.
What sector is CAT in?: CATERPILLAR INC is classified in the Industrials GICS sector, Construction Machinery industry.
Where does this CAT ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.