WhaleCreep

Which hedge funds own CAT? CATERPILLAR INC, Q2 2026 13F holders

IndustrialsFarm & Heavy Construction Machinery

89 tracked hedge funds disclosed a position in CAT (CATERPILLAR INC) in their Q2 2026 13F filings, worth $3.2bn in total. The largest holder by portfolio weight is Gallo Partners, LP at 6.6% of its book. 20 opened a new position this quarter: Arrowpoint Investment Partners (Singapore) Pte. Ltd., Hel Ved Capital Management Ltd, Fulcrum Asset Management LLP, Catalyst Funds Management Pty Ltd. 32 exited: Tribune Investment Group LP, Tenere Capital LLC, Oribel Capital Management, LP.

89
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
20
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
32
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$75.3m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$426m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$3.2bn
Combined value
Sum of the holders' reported positions in the security.
7.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

89 rows
Gallo Partners, LP Hedge fund6.6%$3.0m2,779−9.6%reduced
Marvin & Palmer Associates Inc Hedge fund6.3%$10.0m9,362+78%added
RH Tailwind Management, LLC Hedge fund4.5%$9.6m9,000−31%reduced
Symmetry Investments LP Hedge fund2.9%$26.5m24,866+154%added
Markel Group Investment holding company2.7%$350m328,6500.0%held
Telemark Asset Management, LLC Hedge fund2.3%$31.9m30,0000.0%held
Night Squared LP Hedge fund2.3%$21.0m19,709+0.5%held
Arrowpoint Investment Partners (Singapore) Pte. Ltd. Hedge fund1.1%$3.8m3,539–new
Kintegral Advisory, LLC Hedge fund1.0%$12.2m11,4620.0%held
Aventail Capital Group, LP Hedge fund0.9%$16.1m15,150−46%reduced
Hel Ved Capital Management Ltd Hedge fund0.9%$6.2m5,810–new
Alight Capital Management LP Hedge fund0.9%$5.3m5,000−50%reduced
Capital Fund Management S.A. Hedge fund0.8%$111m104,146+29%added
Patton Fund Management, Inc. Hedge fund0.8%$3.5m3,282−33%reduced
IFM Investors Pty Ltd Hedge fund0.7%$112m105,075+10%added
Fulcrum Asset Management LLP Hedge fund0.7%$7.4m7,158–new
iSAM Funds (UK) Ltd Hedge fund0.6%$852k800+71%added
Adage Capital Partners GP, L.L.C. Hedge fund0.5%$392m367,704−4.9%reduced
Voleon Capital Management LP Hedge fund0.5%$28.2m26,520+28%added
Polar Capital Holdings Plc Hedge fund0.5%$178m167,175+15%added
Old West Investment Management, LLC Hedge fund0.5%$4.7m4,4580.0%held
Palogic Value Management, L.P. Hedge fund0.5%$1.3m1,261−5.6%reduced
West Family Investments, Inc. Family office0.5%$1.6m1,461+19%added
Walleye Capital LLC Hedge fund0.4%$91.4m85,858+760%added
Lowe Brockenbrough & Co Inc Hedge fund0.4%$9.3m8,720−17%reduced
Catalyst Funds Management Pty Ltd Hedge fund0.4%$7.3m6,880–new
Scopus Asset Management, L.P. Hedge fund0.4%$17.0m15,921+86%added
Pinpoint Asset Management (Singapore) Pte. Ltd. Hedge fund0.4%$1.9m1,796+94%added
9823 Capital, L.P. Hedge fund0.4%$565k531–new
Keystone Investors Pte Ltd Hedge fund0.4%$7.1m6,659–new
Woodline Partners LP Hedge fund0.3%$107m100,798+10%added
Freestone Grove Partners LP Hedge fund0.3%$49.0m46,029−50%reduced
Cercano Management LLC Hedge fund0.3%$2.3m2,1800.0%held
FNY Investment Advisers, LLC Hedge fund0.3%$798k750–new
Bayforest Capital Ltd Hedge fund0.3%$308k289+211%added
Audent Global Asset Management, LLC Hedge fund0.3%$246k231–new
CVA Family Office, LLC Family office0.3%$3.0m2,803+0.3%held
Unison Asset Management LLC Hedge fund0.3%$645k6060.0%held
Lotus Technology Management, LP Hedge fund0.3%$207k194–new
Pin Oak Investment Advisors Inc Hedge fund0.3%$355k333+0.3%held
Balyasny Asset Management L.P. Hedge fund0.2%$127m119,098−50%reduced
Rothschild Capital Partners, LLC Hedge fund0.2%$1.1m996+0.2%held
Okabena Investment Services Inc Hedge fund0.2%$1.3m1,1750.0%held
Graham Capital Management, L.P. Hedge fund0.2%$8.3m7,824+24%added
Citadel Advisors LLC Hedge fund0.2%$379m355,861+15%added
Stevens Capital Management LP Hedge fund0.2%$875k822–new
Occudo Quantitative Strategies LP Hedge fund0.2%$3.9m3,661+59%added
Dark Forest Capital Management LP Hedge fund0.2%$3.2m2,980+50%added
Trexquant Investment LP Hedge fund0.2%$30.3m28,498–new
Alpine Woods Capital Investors, LLC Hedge fund0.2%$832k781−4.9%reduced