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CAT · GEV 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.

CATGEV
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
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterCATGEV
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, $8.2bnnone listed holders, n.a.
Q4 202129 holders, $8.4bnnone listed holders, n.a.
Q1 202224 holders, $9.7bnnone listed holders, n.a.
Q2 202226 holders, $8.4bnnone listed holders, n.a.
Q3 202219 holders, $7.2bnnone listed holders, n.a.
Q4 202228 holders, $11.8bnnone listed holders, n.a.
Q1 202326 holders, $11.1bnnone listed holders, n.a.
Q2 202328 holders, $11.6bnnone listed holders, n.a.
Q3 202328 holders, $13.0bnnone listed holders, n.a.
Q4 202321 holders, $13.3bnnone listed holders, n.a.
Q1 202420 holders, $15.5bn3 holders, $544m
Q2 202424 holders, $11.7bn26 holders, $9.8bn
Q3 202419 holders, $12.6bn31 holders, $11.9bn
Q4 202420 holders, $11.4bn37 holders, $15.3bn
Q1 202526 holders, $7.3bn36 holders, $14.8bn
Q2 202528 holders, $8.4bn36 holders, $26.3bn
Q3 202531 holders, $16.6bn35 holders, $29.5bn
Q4 202529 holders, $16.8bn34 holders, $28.7bn
Q1 202628 holders, $18.9bn31 holders, $36.7bn
Q2 202632 holders, $29.1bn28 holders, $45.0bn
CAT

Caterpillar Inc

Holders
29
Reported value
$16.8bn
Buyers
17
Sellers
23

Breadth -6 among 92 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
34
Reported value
$28.7bn
Buyers
18
Sellers
28

Breadth -10 among 92 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q4 2025

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CAT (10)

ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Walleye Capital LLC

Only GEV (15)

Arrowstreet Capital LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, 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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