Caterpillar, Inc. (CAT) — Hedge Fund Ownership Q4 2025
CAT
- Caterpillar, Inc. (CAT) is held by 5 of 81 tracked hedge funds, with Gates Foundation Trust (10%) and Markel Group (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in CAT holdings came from Mairs & Power (-1%) and Gardner Russo & Quinn (-21%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Caterpillar, Inc. (CAT) by 0% vs the prior quarter and -13% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Gates Foundation Trust
|
10.29% | 6.4M | — | -13.60% | $3.64B | $572.87 | — |
| 2 |
Markel Group Tom Gayner
|
1.50% | 329K | — | +1.19% | $188.3M | $572.87 | — |
| 3 |
Mairs & Power
|
0.10% | 18K | -1.36% | +10.56% | $10.6M | $572.87 | — |
| 4 |
Dodge & Cox
|
0.01% | 41K | -0.17% | -2.98% | $23.3M | $572.87 | — |
| 5 |
Gardner Russo & Quinn Thomas Russo
|
0.00% | 550 | -21.43% | — | $315,079 | $572.87 | — |
| 5 | Total | — | 6.7M | -0.01% | -12.87% | $3.86B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.