InvestorLens

CAT — CATERPILLAR INC

Industrials · Construction Machinery

Sign in to save6 tracked investors reported this
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

Why are billionaires buying CAT?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 4 buying vs 0 selling last quarter
73
Macro Tailwind
Macro conditions are mixed for this sector
47
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their CAT position last quarter, 4 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 47/100 in a Squeeze regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Paul Tudor Jones, Steve Cohen, Ray Dalio, …)
  • +6 tracked investors reported holding CAT at their latest filing
Contradicting evidence — always shown
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About CATERPILLAR INC (CAT)

CATERPILLAR INC (CAT) appears in the most recent 13F filings of 6 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 8 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 / Increased11
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track CAT

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

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
6
tracked investors
Total Reported
$3.5B
combined 13F value
Sectors3
  • Other97.1%
  • Hedge Funds1.8%
  • Growth Funds1.2%
Other(4)
97.1%
Hedge Funds(1)
1.8%
Growth Funds(1)
1.2%

Tracked investors reporting CAT

  • 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%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    167.9K
    Value
    $118.9M
    % Portfolio
    0.22%
  • 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

Frequently asked questions

How many institutional investors hold CAT?
6 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 8 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.