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CAT

Ticker case file

CAT

CATERPILLAR INC

13FSmart MoneyPublic Filings
$926.18+1.80%NYQ

Tracked funds

13Unique WSM-tracked managers; table rows may include common shares and options

Politicians active

4Recent transactions disclosed via House Clerk / Senate eFD

13F notional

$9B2026-03-31

Top conviction

0.34%max % across any fund's portfolio
Source layer

This page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.

13F filing

Funds holding this ticker

22
Manager13F valueConvictionClassOptionReportedSEC filing
FMR LLCOther$2.7B0.14%SH—2026-03-31SEC filing
Capital World InvestorsOther$2.5B0.34%SH—2026-03-31SEC filing
Citadel Advisors LLCOther$1.4B0.23%SHCALL2026-03-31SEC filing
Citadel Advisors LLCHedge$1.1B0.18%SHPUT2026-03-31SEC filing
Millennium Management LLCHedge$226M0.09%SHPUT2026-03-31SEC filing
Citadel Advisors LLCOther$219.3M0.04%SH—2026-03-31SEC filing
Balyasny Asset Management L.P.Other$167.3M0.22%SH—2026-03-31SEC filing
Two Sigma Investments, LPOther$143M0.12%SH—2026-03-31SEC filing
Millennium Management LLCOther$122.8M0.05%SHCALL2026-03-31SEC filing
Jennison Associates LLCOther$92M0.06%SH—2026-03-31SEC filing
Millennium Management LLCOther$69.6M0.03%SH—2026-03-31SEC filing
Bridgewater Associates, LPOther$58.4M0.26%SH—2026-03-31SEC filing
ARK Investment Management LLCOther$41.5M0.32%SH—2026-03-31SEC filing
Point72 Asset Management, L.P.Other$40M0.05%SHCALL2026-03-31SEC filing
Point72 Asset Management, L.P.Hedge$21.3M0.03%SHPUT2026-03-31SEC filing
Renaissance Technologies LLCOther$15.2M0.02%SH—2026-03-31SEC filing
Balyasny Asset Management L.P.Other$14.5M0.02%SHCALL2026-03-31SEC filing
ClearBridge Investments, LLCOther$9.7M0.01%SH—2026-03-31SEC filing
Balyasny Asset Management L.P.Hedge$8.8M0.01%SHPUT2026-03-31SEC filing
Two Sigma Investments, LPHedge$4.3M0.00%SHPUT2026-03-31SEC filing
Two Sigma Investments, LPOther$4.3M0.00%SHCALL2026-03-31SEC filing
Loomis, Sayles & Company, L.P.Other$59.5K0.00%SH—2026-03-31SEC filing

Politician

Politician PTR activity

9
Public datePoliticianActionOwnerAmount rangeFiling
2026-04-30Jared Moskowitz HouseholdD · FL-23Sale (Partial)Self$1K–$15K20034274
2025-05-31Rob Bresnahan HouseholdR · PA-08PurchaseUnknown$1K–$15K20030433
2025-05-12Bruce Westerman HouseholdR · AR-04PurchaseSelf$1K–$15K20030332
2025-05-12Bruce Westerman HouseholdR · AR-04SaleSelf$1K–$15K20030332
2025-05-09Jared Moskowitz HouseholdD · FL-23PurchaseSelf$1K–$15K20030282
2025-05-06Marjorie Taylor Greene HouseholdR · GA-14PurchaseSelf$1K–$15K20030295
2025-04-16Bruce Westerman HouseholdR · AR-04PurchaseSelf$1K–$15K20030146
2025-04-07Marjorie Taylor Greene HouseholdR · GA-14PurchaseSelf$1K–$15K20029089
2025-03-19Marjorie Taylor Greene HouseholdR · GA-14PurchaseSelf$1K–$15K20028002

Combined activity

13F filings + PTR transactions, newest first

WSM tracked universe · data through Q1 2026 · 45d disclosure lagNot investment advice · Historical disclosures do not represent current positions