Caterpillar Inc. 13F holders
Of the 44 funds followed here, 12 reported a position in Caterpillar Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 11.2 million shares worth $11.92 billion, 0.6% of its reported book. Sold out: Renaissance Technologies.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 11,175,493 | $11.92 billion | 0.6% | +48,010 | added | 30 June 2026 | 13F |
| Bill & Melinda Gates Foundation Trust | 6,353,614 | $6.77 billion | 19.7% | no change | held | 30 June 2026 | 13F |
| FMR LLC | 5,781,969 | $6.16 billion | 0.3% | +1,957,676 | added | 30 June 2026 | 13F |
| Citadel Advisors | 5,243,961 | $5.58 billion | 0.6% | +1,305,432 | added | 30 June 2026 | 13F |
| Capital Research Global Investors | 2,198,729 | $2.34 billion | 0.3% | -1,002,120 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 784,657 | $835.6 million | 0.3% | +194,039 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 178,074 | $189.6 million | 0.1% | -35,796 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 139,300 | $148.3 million | 0.2% | +52,800 | added | 30 June 2026 | 13F |
| ARK Investment Management | 56,008 | $59.6 million | 0.4% | -2,570 | trimmed | 30 June 2026 | 13F |
| Dodge & Cox | 39,404 | $42.0 million | 0.0% | -590 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 7,329 | $7.8 million | 0.0% | -75,173 | trimmed | 30 June 2026 | 13F |
| Harris Associates | 1,840 | $2.0 million | 0.0% | no change | held | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -21,507 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 34.8 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 March 2026 | 13G/A | The Vanguard Group and 1 other | 46.8 million | 10.1% | 27 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 26 August 2026 | 159 | $811.29 | SEC |
| 20 August 2026 | 70,264 | $816.15 | SEC |
| 19 August 2026 | 19,220 | $840.87 | SEC |
| 17 August 2026 | 203 | $856.57 | SEC |
| 14 August 2026 | 40 | $854.60 | SEC |
| 12 August 2026 | 75 | $843.37 | SEC |
| 11 August 2026 | 81 | $837.58 | SEC |
| 3 August 2026 | 100 | $814.81 | SEC |
| 17 July 2026 | 13 | $877.17 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 70,264 on 20 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to CAT by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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