7
CAT
CATERPILLAR INC · Industrials
Consensus score 7/100 · #68 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+2.9%
21-day momentum
+4.1%
recent volume
1.50×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+24.0%
30-wk MA slope
+8.0%
rel. strength
+30.1
52-wk range
82%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
4.1%
of their portfolios
Combined value
$4.74B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Gates Foundation Trust Concentrated | 14.2% | $4.50B | HOLD |
| Markel Group Concentrated | 2.0% | $233M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $3M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.0% | $319K | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.