Caterpillar, Inc. (CAT) — Hedge Fund Ownership Q1 2026
CAT
- Caterpillar, Inc. (CAT) is held by 5 of 82 tracked hedge funds, with Gates Foundation Trust (14%) and Markel Group (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in CAT holdings came from Dodge & Cox (-2%) and Gardner Russo & Quinn (-18%), 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
|
14.22% | 6.4M | — | -13.60% | $4.50B | $708.46 | — |
| 2 |
Markel Group Tom Gayner
|
1.95% | 329K | — | +0.18% | $232.8M | $708.46 | — |
| 3 |
Mairs & Power
|
0.13% | 18K | -0.03% | +11.46% | $13.1M | $708.46 | — |
| 4 |
Dodge & Cox
|
0.02% | 40K | -1.79% | -4.66% | $28.3M | $708.46 | — |
| 5 |
Gardner Russo & Quinn Thomas Russo
|
0.00% | 450 | -18.18% | — | $318,807 | $708.46 | — |
| 5 | Total | — | 6.7M | -0.01% | -12.91% | $4.78B | — | — |
* 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.