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What smart money is saying about CaterpillarUnited States flag

CAT

No fund has written a full thesis on Caterpillar in our archive, but 2 fund letters report a position in it — most recently Artisan Partners Antero Peak Strategy in June 2026.

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2
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Every position in Caterpillar on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.

Fund letters reporting a position in Caterpillar, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000

Fund activity · 2 positions

  • HoldsArtisan Partners Antero Peak Strategy
    June 2026
    “Rolls-Royce and GE Aerospace continued to benefit from favorable aerospace fundamentals, Caterpillar participated in the ongoing expansion of domestic industrial investment, and Goldman Sachs generated strong returns as improving capital markets activity and expectations for regulatory reform supported financials.”
    Read the letterCaterpillar
  • HoldsArtisan Partners US Focus Fund
    June 2026
    “Rolls-Royce and GE Aerospace continued to benefit from favorable aerospace fundamentals, Caterpillar participated in the ongoing expansion of domestic industrial investment, and Goldman Sachs generated strong returns as improving capital markets activity and expectations for regulatory reform supported financials.”
    Read the letterCaterpillar

Also mentioned · 1

These funds discuss Caterpillar — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedHarding Loevner International Small Companies Equity
    June 2026
    “There were only 32 trucks as of last year—Caterpillar vehicles equipped with its MineStar Command software—but they provide a glimpse of how automation may reshape the mining industry in the coming years.”
    Read the letterCaterpillar

Read the letters behind these Caterpillar positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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