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All holdings

Caterpillar

CAT

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
7
In their latest 13F (Q3 2026)
See who
Value held
$7.2bn
Combined value at quarter end
Last quarter
0 bought
4 sold or trimmed
Price at Q2 ’26 end
$1,064.90
+50.3% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+17.4%Q3 ’24
-7.3%Q4 ’24
-9.1%Q1 ’25
+17.7%Q2 ’25
+22.9%Q3 ’25
+20.1%Q4 ’25
+23.7%Q1 ’26
+50.3%Q2 ’26
Q3 ’24: +17.4%; Q4 ’24: -7.3%; Q1 ’25: -9.1%; Q2 ’25: +17.7%; Q3 ’25: +22.9%; Q4 ’25: +20.1%; Q1 ’26: +23.7%; Q2 ’26: +50.3%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

6Q4 ’23
6Q1 ’24
6Q2 ’24
6Q3 ’24
6Q4 ’24
6Q1 ’25
6Q2 ’25
7Q3 ’25
7Q4 ’25
7Q1 ’26
7Q2 ’26
0Q3 ’26
Q4 ’23: 6; Q1 ’24: 6; Q2 ’24: 6; Q3 ’24: 6; Q4 ’24: 6; Q1 ’25: 6; Q2 ’25: 6; Q3 ’25: 7; Q4 ’25: 7; Q1 ’26: 7; Q2 ’26: 7; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Caterpillar.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Caterpillar
Gates Foundation Trust19.6%$6.8bn$6.8bnUnchanged53 qtrs
Markel Group2.7%$350m$350mUnchanged53 qtrs
Mairs & Power0.2%$19.3m$19.3mTrimmed -1.9%53 qtrs
Horizon Kinetics0.1%$4.2m$4.2mTrimmed -4.5%30 qtrs
Dodge & Cox0.0%$42.0m$42.0mTrimmed -1.5%53 qtrs
Gardner Russo & Quinn0.0%$282k$282kTrimmed -41%4 qtrs
Harris Associates (Oakmark)0.0%$2.0m$2.0mUnchanged51 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Caterpillar
Bought or soldFiling
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold6,135$807.41$5.0mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold5,035$811.31$4.1mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold4,831$813.72$3.9mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold3,382$806.31$2.7mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold3,041$810.31$2.5mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold2,639$808.20$2.1mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold2,137$809.08$1.7mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold1,351$805.36$1.1mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold1,280$812.09$1.0mForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold750$803.39$603kForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold540$801.10$433kForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold520$803.86$418kForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold480$800.19$384kForm 4
28 Aug 2026Creed Joseph EChief Executive Officer▼ Sold280$802.10$225kForm 4

About the company

Sector
Industrials · Construction Machinery & Equip
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
460m at 30 Jun 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$56bn2013
$47bn2015
$45bn2017
$54bn2019
$51bn2021
$67bn2023
$68bn2025
2013: $56bn; 2014: $55bn; 2015: $47bn; 2016: $39bn; 2017: $45bn; 2018: $55bn; 2019: $54bn; 2020: $42bn; 2021: $51bn; 2022: $59bn; 2023: $67bn; 2024: $65bn; 2025: $68bn
Caterpillar revenue and net income by year
YearRevenueNet income
2025$68bn$8.9bn
2024$65bn$11bn
2023$67bn$10bn
2022$59bn$6.7bn
2021$51bn$6.5bn
2020$42bn–
2019$54bn–
2018$55bn–
2017$45bn–
2016$39bn–
2015$47bn–
2014$55bn–
2013$56bn–

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.