# Caterpillar (CAT): value investors who own it | moatshark

7 value investors held Caterpillar in their Q3 2026 13F, led by Gates Foundation Trust, Markel Group, Mairs & Power, Horizon Kinetics, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Gates Foundation Trust | 19.6% | $6.8bn | Unchanged | 53 |
| Markel Group | 2.7% | $350m | Unchanged | 53 |
| Mairs & Power | 0.2% | $19.3m | Trimmed -1.9% | 53 |
| Horizon Kinetics | 0.1% | $4.2m | Trimmed -4.5% | 30 |
| Dodge & Cox | 0.0% | $42.0m | Trimmed -1.5% | 53 |
| Gardner Russo & Quinn | 0.0% | $282k | Trimmed -41% | 4 |
| Harris Associates (Oakmark) | 0.0% | $2.0m | Unchanged | 51 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 6135 | $5.0m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 5035 | $4.1m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 4831 | $3.9m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 3382 | $2.7m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 3041 | $2.5m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 2639 | $2.1m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 2137 | $1.7m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 1351 | $1.1m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 1280 | $1.0m |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 750 | $603k |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 540 | $433k |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 520 | $418k |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 480 | $384k |
| 2026-08-28 | Creed Joseph E | Chief Executive Officer | Sold | 280 | $225k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/cat). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.