CATERPILLAR INC
Smart money positioned
66 of the Top-200 alpha managers hold $CAT as of the latest 13F snapshot.
13F holders
3,627
Insider buys · 90d
0
Congress · 90d
3trades
Smart Money · top-200 alpha cohort
66 holders · Q1 2026
Top-200 Cohort Floods Into $CAT in Q1: 44 of 68 Initiated
66 of the Top-200 alpha managers hold $CAT as of Q1 2026 — 29 new, 1 trimmed, 36 held flat.
29 initiations · 1 trim · 36 held flat · Q1 2026
01
Platinum Investment Management Ltd.
1.52% NEW
α +25.6pts
02
Fruth Investment Management
1.37% held
α +79.5pts
03
Oribel Capital Management, LP
1.29% NEW
α +12.0pts
04
Bradley Foster & Sargent INC
1.14% NEW
α +11.1pts
05
Pittenger & Anderson Inc.
0.95% NEW
α +21.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 3,627 · Source: 13F-HR01
State Street
0.68% of portfolio
35,388,550 sh
02
Axa S.a.
0.85% of portfolio
34,880,604 sh
03
Brightline Capital Management, LLC
0.32% of portfolio
11,764,800 sh
04
Strs Ohio
0.36% of portfolio
10,032,189 sh
05
Citizens Financial Group INC
2.35% of portfolio
9,775,952 sh
06
CBM Financial, LLC
8.13% of portfolio
8,184,990 sh
07
Solus Alternative Asset Management LP
0.45% of portfolio
7,977,000 sh
08
Litman Gregory Wealth Management LLC
0.60% of portfolio
6,918,556 sh
09
State Farm Mutual Automobile Insurance Co.
0.27% of portfolio
6,760,254 sh
10
Foster & Motley Inc.
14.22% of portfolio
6,353,614 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CAT in the recent window.
Congress trades · last 90 days
50 disclosures · STOCK ActBOUGHT
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May 29STOCK
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:25 UTC.