Shared increases60Shared reductions117Latest quarter Q1 2026Managers 16Generated 06/24/2026, 14:27 UTCNext check 07/16/2026
Back to 13F signals
Unclassified

CATERPILLAR INC

Current managers
2
Company market cap
Unavailable
No reliable live market-cap source is available for this company.
Estimated quarter price range
Latest four quarters with available market data.
0
Q1 2026Price estimate unavailable.
Q4 2025Price estimate unavailable.
Q3 2025Price estimate unavailable.
Q2 2025Price estimate unavailable.
Price estimate unavailable.

Latest 13F signals for this stock

Counts show how tracked institutions changed this company in their latest available filings.

2
New position
0
Increased
2
Reduced
0
Exited
0

Who holds it and what changed this quarter

Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.

ARK Invest
Cathie Wood
Q1 2026
Increased
0.13% -> 0.32%

ARK Invest added 24,410 shares; portfolio weight moved from 0.13% to 0.32%.

Estimated quarter price range
Price estimate unavailable.
+24,410 Shares
+71.44%
SEC05/12/2026
Bridgewater Associates
Ray Dalio / Bridgewater
Q1 2026
Increased
0.13% -> 0.26%

Bridgewater Associates added 20,345 shares; portfolio weight moved from 0.13% to 0.26%.

Estimated quarter price range
Price estimate unavailable.
+20,345 Shares
+32.73%
SEC05/15/2026

SEC source transparency

Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.

SEC source XML
Data source
SEC EDGAR
Source filings
16
Latest reporting quarter
2026Q1

Four-quarter trend

Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.

Historical and source details

Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.

Quarterly holdings details
QuarterCurrent managersCombined holding valueTotal sharesManager details
Q2 20251$10,821,74227,876
ARK Invest New position - 27,876 Shares
Q3 20251$14,860,36031,144
ARK Invest Increased - 31,144 Shares
Q4 20252$55,181,70396,325
Bridgewater Associates New position - 62,157 Shares
ARK Invest Increased - 34,168 Shares
Q1 20262$99,949,537141,080
Bridgewater Associates Increased - 82,502 Shares
ARK Invest Increased - 58,578 Shares
Original CUSIP details
ManagerIssuerCUSIPSecurity classHolding market valueSharesWeightSource
Bridgewater AssociatesCATERPILLAR INC149123101COM$58,449,36782,5020.26%SEC XML
ARK InvestCaterpillar Inc149123101Common Stock$41,500,17058,5780.32%SEC XML