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CAT · GE in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CATGE
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CAT
  • GE
010203040202120222023202420252026
Holders and value by quarter
QuarterCATGE
Q3 202018 holders, $5.0bnnone listed holders, n.a.
Q4 202027 holders, $8.6bnnone listed holders, n.a.
Q1 202124 holders, $12.3bnnone listed holders, n.a.
Q2 202133 holders, $10.0bnnone listed holders, n.a.
Q3 202128 holders, $8.2bn25 holders, $26.6bn
Q4 202129 holders, $8.4bn26 holders, $26.6bn
Q1 202224 holders, $9.7bn25 holders, $27.5bn
Q2 202226 holders, $8.4bn24 holders, $19.7bn
Q3 202219 holders, $7.2bn22 holders, $17.9bn
Q4 202228 holders, $11.8bn27 holders, $23.5bn
Q1 202326 holders, $11.1bn27 holders, $29.4bn
Q2 202328 holders, $11.6bn36 holders, $33.2bn
Q3 202328 holders, $13.0bn31 holders, $32.0bn
Q4 202321 holders, $13.3bn34 holders, $35.7bn
Q1 202420 holders, $15.5bn39 holders, $48.3bn
Q2 202424 holders, $11.7bn35 holders, $44.2bn
Q3 202419 holders, $12.6bn33 holders, $50.4bn
Q4 202420 holders, $11.4bn35 holders, $42.1bn
Q1 202526 holders, $7.3bn36 holders, $48.4bn
Q2 202528 holders, $8.4bn33 holders, $61.9bn
Q3 202531 holders, $16.6bn31 holders, $67.0bn
Q4 202529 holders, $16.8bn35 holders, $67.3bn
Q1 202628 holders, $18.9bn38 holders, $62.0bn
Q2 202632 holders, $29.1bn33 holders, $76.9bn
CAT

Caterpillar Inc

Holders
26
Reported value
$7.3bn
Buyers
19
Sellers
7

Breadth +12 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GE

Ge Aerospace

Holders
36
Reported value
$48.4bn
Buyers
17
Sellers
20

Breadth -3 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CAT (9)

Brevan Howard Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Markel Group Inc, Marshall Wace LLP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC

Only GE (19)

AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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