Follow-The-Filings

Security

CAT

Caterpillar Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

23 owners 1 new 1 exit max 14.2% (Gates Foundation Trust)

grid → activity → earnings →
owners 23
rank #86
master % 0.37%
max % 14.2%
tracked value $45.3B
qoq N 1 A 7 R 12 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Gates Foundation Trust 2026 Q1 14.2% — 6,353,614 $4.5B hist
Kentucky Trust Co. 2026 Q2 stale 2.9% Reduce +0.77 pp 5,734 $6.1B hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 2.4% Add +0.49 pp 9,775,952 $6.9B hist
Vanguard Group Inc. 2025 Q4 stale 0.4% Add +0.06 pp 46,385,185 $26.6B hist
Natixis Advisors, LLC 2026 Q1 0.3% Reduce +0.05 pp 341,212 $242M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.3% Add +0.19 pp 58,578 $42M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.3% Add +0.13 pp 82,502 $58M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.3% Reduce 0.00 pp 117,096 $83M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Add +0.07 pp 236,149 $167M hist
Mairs & Power Inc. 2026 Q1 0.1% Reduce +0.03 pp 18,450 $13M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce 0.00 pp 266,964 $184M hist
Ancora Advisors LLC 2026 Q1 0.1% Add +0.01 pp 3,805 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce +0.01 pp 309,529 $219M hist
Steven Check - Check Capital Management INC/CA 2026 Q1 0.0% — 1,717 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce +0.01 pp 98,218 $70M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce 0.00 pp 4,117 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 53,404 $38M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 39,994 $28M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 28,499 $20M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 21,507 $15M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 13,200 $8M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Reduce 0.00 pp 1,840 $1M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 0.0% Reduce 0.00 pp 450 $319 hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.3% Exit -0.27 pp 5,579,193 $2.2B hist

23 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 OWNERSHIP DOCUMENT Filing Doc
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8-K 5.07,7.01,9.01 Filing Doc
4 OWNERSHIP DOCUMENT Filing Doc
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4 OWNERSHIP DOCUMENT Filing Doc

Updated less than a minute 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%
Net income — — —
Net margin — — —

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 -$28M -$89M $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