Form 13F security
CAT · CATERPILLAR INC
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $10,588M | 3.2% | SH 9,942,521 | — |
| GATES FOUNDATION TRUST | 2026-06-30 | $6,766M | 19.7% | SH 6,353,614 | — |
| Markel Group Inc. | 2026-06-30 | $350M | 2.7% | SH 328,650 | — |
| Dodge & Cox | 2026-06-30 | $42M | <0.1% | SH 39,404 | — |
| Bridgewater Associates, LP | 2026-06-30 | $7.8M | <0.1% | SH 7,329 | — |
| GAMCO INVESTORS, INC. ET AL | 2026-06-30 | $7.6M | <0.1% | SH 7,176 | — |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 2026-06-30 | $4.2M | <0.1% | SH 3,931 | — |
| HARRIS ASSOCIATES L P — Bill Nygren — Oakmark | 2026-06-30 | $2.0M | <0.1% | SH 1,840 | — |
| GARDNER RUSSO & QUINN LLC | 2026-06-30 | <$1M | <0.1% | SH 265 | — |
Total $17,768M across 9 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $54M | <0.1% | SH 50,700 | [PUT] |
Total $54M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $94M | 0.1% | SH 88,600 | [CALL] |
Total $94M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
HARRIS ASSOCIATES L P — Combined report.
Markel Group Inc. — Combined report.
Filed rows (12) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | COM | — | $10,588M | 3.2% | SH 9,942,521 | 0000850529-26-000006 |
| GATES FOUNDATION TRUST | COM | — | $6,766M | 19.7% | SH 6,353,614 | 0001104659-26-097175 |
| Markel Group Inc. | COM | — | $339M | 2.6% | SH 318,649 | 0001096343-26-000065 |
| Point72 Asset Management, L.P. | COM | [CALL] | $94M | 0.1% | SH 88,600 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | COM | [PUT] | $54M | <0.1% | SH 50,700 | 0000919574-26-005520 |
| Dodge & Cox | COM | — | $42M | <0.1% | SH 39,404 | 0001193125-26-349535 |
| Markel Group Inc. | COM | — | $11M | <0.1% | SH 10,001 | 0001096343-26-000065 |
| Bridgewater Associates, LP | COM | — | $7.8M | <0.1% | SH 7,329 | 0001350694-26-000003 |
| GAMCO INVESTORS, INC. ET AL | EQUITY | — | $7.6M | <0.1% | SH 7,176 | 0001140361-26-032508 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | COM | — | $4.2M | <0.1% | SH 3,931 | 0001398344-26-014047 |
| HARRIS ASSOCIATES L P | COM | — | $2.0M | <0.1% | SH 1,840 | 0000813917-26-000042 |
| GARDNER RUSSO & QUINN LLC | COM | — | <$1M | <0.1% | SH 265 | 0000860643-26-000005 |