Whale Analyzer
CAT Institutional Holders and 13F Ownership
Compare 8 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. Bill Gates is the largest reported holder at $6.77B; the top five funds control 99.4% of reported ownership; institutions were net selling last quarter (2 increased, 4 reduced); the stock trades above the aggregate whale cost basis of $156.4. Top tracked holders include Bill Gates, Capital Group, NPS Korea, and PRIMECAP Management.
Continue to the live CAT dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Bill Gates 13F portfolio Bill & Melinda Gates Foundation holdings | $6.77B | 6.4M | Held | 2026-06-30 |
| Capital Group 13F portfolio Capital Research Global Investors holdings | $2.34B | 2.2M | Reduced | 2026-06-30 |
| NPS Korea 13F portfolio National Pension Service holdings | $1.08B | 1.0M | Increased | 2026-06-30 |
| PRIMECAP Management 13F portfolio PRIMECAP Management Company holdings | $928.3M | 871.7K | Reduced | 2026-06-30 |
| Tom Gayner 13F portfolio Markel Group holdings | $350.0M | 328.6K | Held | 2026-06-30 |
| Cathie Wood 13F portfolio ARK Investment Management holdings | $59.6M | 56.0K | Reduced | 2026-06-30 |
| Horizon Kinetics 13F portfolio Horizon Kinetics Asset Management holdings | $4.2M | 3.9K | Reduced | 2026-06-30 |
| Robert Robotti 13F portfolio Robotti & Co holdings | $213.0K | 200 | New | 2026-06-30 |
Ownership concentration
Reported ownership of CAT is highly concentrated across tracked institutions.
- Single largest holder: 58.7% of reported ownership
- Top 5 holders: 99.4%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 8 tracked institutions, 4 reduced, 2 held, 2 increased. Net positioning is net selling.
- Bill Gates — Bill & Melinda Gates Foundation ($6.77B) (→ 0.0% qoq shares)
- Capital Group — Capital Research Global Investors ($2.34B) (▼ 31.3% qoq shares)
- NPS Korea — National Pension Service ($1.08B) (▲ 2.2% qoq shares) · avg cost $168.45
- PRIMECAP Management — PRIMECAP Management Company ($928.3M) (▼ 0.1% qoq shares)
- Tom Gayner — Markel Group ($350.0M) (→ 0.0% qoq shares) · avg cost $123.41
- Cathie Wood — ARK Investment Management ($59.6M) (▼ 4.4% qoq shares) · avg cost $130.41
- Horizon Kinetics — Horizon Kinetics Asset Management ($4.2M) (▼ 4.5% qoq shares)
- Robert Robotti — Robotti & Co ($213.0K) · avg cost $810.05
Whale cost basis vs current price
The aggregate tracked cost basis is $156.40 versus a current price of $818.57, so CAT trades above its cost basis (+423.4%). Average unrealized P&L across tracked holders: 363%.
Sector positioning — Industrials
CAT sits within the Industrials sector alongside 69 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.
Related stock holder pages
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- DE whale holders — DEERE & CO
- ECL whale holders — ECOLAB INC
- WMT whale holders — WALMART INC
- FDX whale holders — FEDEX CORP
- KO 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 8 public institutional holders of CAT with a combined reported value of $11.53B. See the holder table above for the largest tracked positions.
Which top funds are buying CAT?
Tracked institutions were net selling last quarter — 4 reduced, 2 held, 2 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is CAT ownership?
The top five tracked holders report 99.4% of aggregate ownership.
Is CAT above or below the whale cost basis?
The aggregate tracked cost basis is $156.40 versus a current price of $818.57 (+423.4%).
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.