12
CAT
CATERPILLAR INC · Industrials
Consensus score 12/100 · #50 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-8.3%
21-day momentum
-4.4%
recent volume
1.01×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-10.4%
30-wk MA slope
+1.4%
rel. strength
+16.5
52-wk range
46%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. 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
5.6%
of their portfolios
Combined value
$7.12B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Gates Foundation Trust Concentrated | 19.7% | $6.77B | HOLD |
| Markel Group Concentrated | 2.7% | $350M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $4M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.0% | $282K | 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.