Whale Analyzer
Top public holders · 13F and disclosure aggregation

Who owns CAT? 13F holders and whale ownership

CAT is tracked across public portfolios in Whale Analyzer. This page answers who owns CAT, which top funds are buying CAT, aggregate disclosed value, and recent position changes based on public data. Bill Gates is the largest reported holder at $4.50B; the top five funds control 98.8% of reported ownership; institutions were net buying last quarter (4 increased, 2 reduced); the stock trades above the aggregate whale cost basis of $119.92. Top tracked holders include Bill Gates, Capital Group, NPS Korea, and PRIMECAP Management.

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NYQ · latest quote
$997.47
+$11.65 (+1.2%)
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8Tracked holders
$8.42BAggregate reported value
2026-05-21Page updated
4 increased, 2 held, 2 reducedRecent changes

Top holders

InvestorReported valueSharesChange
Bill Gates 13F portfolio
Bill & Melinda Gates Foundation holdings
$4.50B6.4MHeld
Capital Group 13F portfolio
Capital Research Global Investors holdings
$2.27B3.2MIncreased
NPS Korea 13F portfolio
National Pension Service holdings
$700.5M988.7KIncreased
PRIMECAP Management 13F portfolio
PRIMECAP Management Company holdings
$618.0M872.3KReduced
Tom Gayner 13F portfolio
Markel Group holdings
$232.8M328.6KHeld
Ray Dalio 13F portfolio
Bridgewater Associates holdings
$58.4M82.5KIncreased
Cathie Wood 13F portfolio
ARK Investment Management holdings
$41.5M58.6KIncreased
Horizon Kinetics 13F portfolio
Horizon Kinetics Asset Management holdings
$2.9M4.1KReduced

Ownership concentration

Reported ownership of CAT is highly concentrated across tracked institutions.

Whale activity this quarter

Across 8 tracked institutions, 4 increased, 2 held, 2 reduced. Net positioning is net buying.

Whale cost basis vs current price

The aggregate tracked cost basis is $119.92 versus a current price of $997.47, so CAT trades above its cost basis (+731.8%). Average unrealized P&L across tracked holders: 468%.

Sector positioning — Industrials

CAT sits within the Industrials sector alongside 85 other tracked names. Compare whale ownership across peers:

How to use this page

Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live CAT dashboard for price charts and cross-investor scans, or read the SEC 13F guide.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

Related stock holder pages

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 8 public institutional holders of CAT with a combined reported value of $8.42B. See the holder table above for the largest tracked positions.

Which top funds are buying CAT?

Tracked institutions were net buying last quarter — 4 increased, 2 held, 2 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.

How concentrated is CAT ownership?

The top five tracked holders report 98.8% of aggregate ownership.

Is CAT above or below the whale cost basis?

The aggregate tracked cost basis is $119.92 versus a current price of $997.47 (+731.8%).

What does 13F ownership mean for CAT?

Use the interactive CAT dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.