CAT - CATERPILLAR INC
This page shows which of the focused investors we track hold CAT and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2023 it was held by 6 managers with an aggregate reported value of $2.37B, which is 0.20% of the combined portfolio.
As of Q4 2023, 6 tracked institutional managers held CAT (CATERPILLAR INC) with an aggregate reported value of $2.37B — 0.20% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2023
- Ticker
- CAT
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | 5.14% | - | 7,353,614 | $2.17B |
| 2 | Thomas Gayner - Markel Asset Management | 0.97% | Add +1.3% | 303,100 | $89.62M |
| 3 | Dodge & Cox - Dodge & Cox | 0.01% | - | 42,379 | $12.53M |
| 4 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.05% | - | 17,580 | $5.2M |
| 5 | Bill Nygren - Oakmark Funds | 0.00% | - | 1,800 | $532.21K |
Put holders — short bets
1 manager has put options on CAT — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.
| 1 | Howard Marks - Oaktree Capital Management | New | 300,000 | $88.7M |
Loading holder history for CAT…