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Jim Owens / Doug Oberhelman

Caterpillar — drop for purity

Successive CEOs of Caterpillar (Jim Owens 2004–2010, Doug Oberhelman 2010–2017) who managed capital allocation through commodity supercycles.

#63Capital Allocators
49/ 100
Authority scoreNotable
1lists#63peak1primary1category
09
Top 100 Capital Allocators
Rank #63·Caterpillar — drop for purity
Appears alongside

Top neighbors of Jim Owens / Doug Oberhelman

8people
01
Aditya Puri
HDFC Bank; long-tenure compounder allocation
1shared list
02
Ajit Jain
Berkshire reinsurance; float allocator
1shared list
03
Allison Thacker
Rice Management Co.; endowment small-shop framework
1shared list
04
Ana Marshall
Hewlett Foundation CIO; mission-aligned allocator
1shared list
05
Andre Bourbonnais
PSP Investments ex-CEO; private-markets institutional allocator
1shared list
06
Andreas Halvorsen
Viking Global; Tiger-cub long/short capital-allocation discipline
1shared list
07
Andrew Forrest
Fortescue; iron-ore-cycle reinvestment allocator
1shared list
08
Andrew Golden
Princo (Princeton); long-duration endowment allocator
1shared list
Last updated
10 May 2026
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