Follow-The-Filings

Security · featured owners

CAT Caterpillar

Caterpillar Inc. Industrials COM Equity as of 2026 Q2 among managers we track

  • 10 Owners
  • #114
  • Max 19.7%
  • Master 0.42%
  • $7.3B
  • 1 new 6 reduce

CAT (Caterpillar) is held in 10 featured 13F books as of 2026 Q2. Gates Foundation Trust is the largest tracked holder by portfolio weight (19.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 19.7% (Gates Foundation Trust) · not free-float ownership

  1. Gates Foundation Trust 19.7%
  2. Kentucky Trust Co. reduce 2.9%
  3. Thomas Gayner 2.7%
  4. Cathie Wood reduce 0.39%
  5. Mairs & Power reduce 0.18%
  6. Murray Stahl reduce 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Gates Foundation Trust 2026 Q2 19.7% Hold 6,353,614 $6.8B history
Thomas Gayner - Markel Group 2026 Q2 2.7% Hold 328,650 $350M history
Cathie Wood - Ark Investment Management 2026 Q2 0.39% Reduce −4.4% 56,008 $60M history
Dodge & Cox 2026 Q2 0.02% Reduce −1.5% 39,404 $42M history
Mairs & Power 2026 Q2 0.18% Reduce −1.9% 18,102 $19M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 2.9% Reduce −1.5% 5,734 $6M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.05% Reduce −4.5% 3,931 $4M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Hold 1,840 $2M history
Steven Check - Check Capital Management 2026 Q2 0.05% New 0.05% 1,717 $2M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 <0.01% Reduce −41.1% 265 $282K history

10 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.07,7.01,9.01 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 26, 2026 · 3 forms Filing Doc
4 Period Jul 24, 2026 · 3 forms Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period Jun 26, 2026 · 3 forms Filing Doc
4 Period Jun 10, 2026 · 8 forms Filing Doc
4 Period May 26, 2026 · 2 forms Filing Doc
4 Period May 14, 2026 Filing Doc
4 Period May 13, 2026 · 2 forms Filing Doc
4 Period May 8, 2026 Filing Doc

Updated 14 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $67.06B $64.81B $67.59B
Gross profit * $24.29B $24.61B $22.84B
Gross margin * 36.2% 38.0% 33.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $46.95B $45.68B $52.48B
Total non-current assets * $40.53B $42.08B $46.1B
Total assets $87.48B $87.76B $98.58B
Total current liabilities $34.73B $32.27B $36.56B
Total non-current liabilities * $33.24B $36B $40.71B
Total equity $19.5B $19.49B $21.32B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $12.88B $12.04B $11.74B
Cash from investing -$5.87B -$2.45B -$4.71B
Cash from financing -$6.93B -$9.56B -$3.9B
Net change in cash -$0.028B -$0.089B $3.09B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders