Whale Analyzer
CAT Institutional Holders and 13F Ownership
Compare 14 tracked holders of CAT, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Bill & Melinda Gates Foundation, Capital Research Global Investors, National Pension Service, and PRIMECAP Management Company.
Continue to the live CAT dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Bill & Melinda Gates Foundation 13F holdings | $6.77B | 6.4M | Held | 2026-06-30 |
| Capital Research Global Investors 13F holdings | $2.34B | 2.2M | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $1.08B | 1.0M | Increased | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $928.3M | 871.7K | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $266.5M | 328.6K | Held | 2026-09-30 |
| ARK Investment Management 13F holdings | $59.6M | 56.0K | Reduced | 2026-06-30 |
| Dodge & Cox 13F holdings | $42.0M | 39.4K | Reduced | 2026-06-30 |
| Mairs & Power Funds 13F holdings | $19.3M | 18.1K | Reduced | 2026-06-30 |
| Bridgewater Associates 13F holdings | $7.8M | 7.3K | Reduced | 2026-06-30 |
| Horizon Kinetics Asset Management 13F holdings | $4.2M | 3.9K | Reduced | 2026-06-30 |
| Oakmark Funds 13F holdings | $2.0M | 1.8K | Held | 2026-06-30 |
| Check Capital Management 13F holdings | $1.8M | 1.7K | Held | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Bill & Melinda Gates Foundation SEC filing (0001104659-26-097175) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- ARK Investment Management SEC filing (0001104659-26-096910) · report date 2026-06-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Check Capital Management SEC filing (0001032814-26-000007) · report date 2026-06-30
- Gardner Russo & Quinn SEC filing (0000860643-26-000005) · report date 2026-06-30
- Robotti & Co SEC filing (0001140361-26-031881) · report date 2026-06-30
Tracked-sample concentration
Reported position value for CAT is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 58.8% of aggregate reported value in this sample
- Top 5 tracked holders: 98.8% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 14 tracked holders, 8 reduced, 4 held, 2 increased. Net positioning is net selling.
- Bill & Melinda Gates Foundation ($6.77B) (→ 0.0% qoq shares)
- Capital Research Global Investors ($2.34B) (▼ 31.3% qoq shares)
- National Pension Service ($1.08B) (▲ 2.2% qoq shares) · modeled avg cost estimate $168.45
- PRIMECAP Management Company ($928.3M) (▼ 0.1% qoq shares)
- Markel Group ($266.5M) (→ 0.0% qoq shares) · modeled avg cost estimate $123.41
- ARK Investment Management ($59.6M) (▼ 4.4% qoq shares) · modeled avg cost estimate $130.41
- Dodge & Cox ($42.0M) (▼ 1.5% qoq shares) · modeled avg cost estimate $58.90
- Mairs & Power Funds ($19.3M) (▼ 1.9% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 5 covered tracked holders is $153.72 versus a current price of $558.63, so CAT trades above that estimate (+263.4%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Industrials
CAT sits within the Industrials sector alongside 88 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live CAT dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- BRK-B whale holders — BERKSHIRE HATHAWAY INC DEL
- CNI whale holders — CANADIAN NATL RY CO
- WM whale holders — WASTE MGMT INC DEL
- DE whale holders — DEERE & CO
- ECL whale holders — ECOLAB INC
- WMT whale holders — WALMART INC
- FDX whale holders — FEDEX CORP
- KOF whale holders — COCA-COLA FEMSA SAB DE CV
Learn more in Whale Analyzer Academy
Deepen your read on CAT with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns CAT stock?
Whale Analyzer tracks 14 public-disclosure holders of CAT with a combined reported value of $11.51B. See the holder table above for the largest tracked positions.
Which top funds are buying CAT?
Tracked holders were net selling last quarter — 8 reduced, 4 held, 2 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked CAT sample?
The top five tracked holders account for 98.8% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does CAT compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 5 covered tracked holders is $153.72 versus a current price of $558.63 (+263.4%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for CAT?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive CAT dashboard to explore them, or read our 13F Alpha Signals Guide.