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CAT
CATERPILLAR INCIndustrialsConstruction Machinery & Heavy Transportation EquipmentLatest close $8647 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
7
27 funds tracked
Ever held
10
Current + past
New this quarter
1
Exited this quarter
0
Marquee-fund ownership over time
Feb 11, 2015May 14, 2021Nov 13, 2023May 14, 2026
Now
7
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q1 2015 | 46Q | $63 | $864 | +1267% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $331 | $864 | +161% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $330 | $864 | +162% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $330 | $864 | +162% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $330 | $864 | +162% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $330 | $864 | +162% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $330 | $864 | +162% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q3 2025 | Q4 2025 | → $552 | +33% |
| Maverick Capital 4× in & out | Q2 2024 | Q3 2024 | → $330 | -6% |
| Duquesne Family Office 3× in & out | Q1 2023 | Q2 2023 | → $202 | -13% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at CATERPILLAR INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
17
Filings · last 90d
44
Total on file
655
Recent SEC buffer
Most recent
May 27, 2026
30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40001104659-26-066860May 27, 2026
- Form 40001104659-26-066858May 27, 2026
- Form 40001104659-26-062809May 15, 2026
- Form 40001104659-26-061036May 14, 2026
- Form 40001104659-26-060916May 14, 2026
- Form 40001104659-26-059449May 12, 2026
- Form 40001104659-26-059445May 12, 2026
- Form 40001104659-26-059243May 12, 2026
- Form 40001104659-26-059232May 12, 2026
- Form 40001104659-26-057313May 7, 2026
- Form 40001104659-26-057311May 7, 2026
- Form 40001104659-26-057309May 7, 2026
- Form 40001104659-26-056437May 6, 2026
- Form 40001104659-26-056435May 6, 2026
- Form 40001104659-26-055795May 5, 2026
Showing 15 of 655 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · CATERPILLAR INCAnnual figures sourced directly from CATERPILLAR INC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$67.59B
FY2025+4% YoY
Net income
$2.7B
FY2010+241% YoY
EPS (diluted)
$18.81
FY2025-15% YoY
Free cash flow(?)
$8.92B
FY2025-11% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for CATERPILLAR INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 6, 2026
- DEF 14ADEFINITIVE PROXY STATEMENTApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KFORM 8-KApr 13, 2026
- 8-KFORM 8-KApr 10, 2026
- 8-KMaterial eventMar 26, 2026
- 10-KAnnual reportFeb 13, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KFORM 8-KJan 6, 2026
- 10-QQuarterly reportNov 3, 2025
- 8-KMaterial eventOct 29, 2025
- 8-KFORM 8-KSep 3, 2025
- 8-KFORM 8-KAug 28, 2025
- 10-QQuarterly reportAug 6, 2025
- 8-KMaterial eventAug 5, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $920 | $864 | -6% |
| Bridgewater Associates | Q1 2026 | open | $773 | $905 | +17% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $415 | $552 | +33% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $330 | $380 | +15% |
| Citadel Advisors | Q3 2024 | open | $330 | $864 | +162% |
| Two Sigma Investments | Q3 2024 | open | $330 | $864 | +162% |
| D.E. Shaw | Q3 2024 | open | $330 | $864 | +162% |
| AQR Capital Management | Q3 2024 | open | $330 | $864 | +162% |
| Millennium Management | Q3 2024 | open | $330 | $864 | +162% |
| Renaissance Technologies | Q3 2024 | Q3 2025 | $331 | $411 | +24% |
| Maverick Capital | Q2 2024 | Q3 2024 | $350 | $330 | -6% |
| Bridgewater Associates | Q1 2024 | Q2 2024 | $307 | $349 | +14% |
| Maverick Capital | Q3 2023 | Q4 2023 | $273 | $239 | -12% |
| Bridgewater Associates | Q3 2023 | Q4 2023 | $274 | $233 | -15% |
| Duquesne Family Office | Q1 2023 | Q2 2023 | $232 | $202 | -13% |
| Bridgewater Associates | Q2 2022 | Q1 2023 | $191 | $236 | +24% |
| Maverick Capital | Q3 2021 | Q1 2022 | $200 | $186 | -7% |
| Bridgewater Associates | Q3 2021 | Q4 2021 | $201 | $193 | -4% |
| Duquesne Family Office | Q2 2021 | Q4 2021 | $224 | $192 | -14% |
| Bridgewater Associates | Q4 2020 | Q2 2021 | $155 | $221 | +42% |
| Maverick Capital | Q3 2020 | Q2 2021 | $126 | $224 | +78% |
| Bridgewater Associates | Q4 2019 | Q2 2020 | $127 | $95 | -25% |
| Bridgewater Associates | Q4 2017 | Q3 2019 | $114 | $104 | -9% |
| Bridgewater Associates | Q3 2016 | Q4 2016 | $66 | $74 | +11% |
| Duquesne Family Office | Q2 2016 | Q3 2016 | $56 | $68 | +20% |
| Bridgewater Associates | Q1 2015 | Q2 2015 | $63 | $68 | +7% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.