Caterpillar
CAT
4,082 hedge funds and large institutions have $351B invested in Caterpillar in 2026 Q2 according to their latest regulatory filings, with 453 funds opening new positions, 1,443 increasing their positions, 1,614 reducing their positions, and 107 closing their positions.
323% more first-time investments, than exits
New positions opened: 453 | Existing positions closed: 107
55% more funds holding in top 10
Funds holding in top 10: 162 → 251 (+89)
25% more capital inflows, than outflows
Capital inflows: $14.2B | Capital outflows: $11.3B
8% more funds holding
Funds holding: 3,781 → 4,082 (+301)
1.3% more ownership
Funds ownership: 70.48% → 71.79% (+1.3%)
9% less call options, than puts
Call options by funds: $13.4B | Put options by funds: $14.7B
11% less repeat investments, than reductions
Existing positions increased: 1,443 | Existing positions reduced: 1,614
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.85B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.72B |
| 3 |
BlackRock
New York
|
+$722M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$518M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$360M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.76B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$880M |
| 3 |
Barclays
London,
United Kingdom
|
-$730M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$497M |
| 5 |
State Street
Boston,
Massachusetts
|
-$429M |
CAT Hedge Fund Activity: Q2 2026 in Review
4,082 of the 8,377 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2026, worth a combined $351B — up 51% from $232B a quarter earlier.
Buyers outnumbered sellers: 453 funds opened new CAT positions and 107 closed out — a net gain of 346 holders — while 1,443 added to existing stakes and 1,614 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $3.85B. The largest seller was Capital International Investors, cutting an estimated $1.76B.
- 4,082 institutional investors held Caterpillar (CAT) as of Q2 2026, up from 3,781 in Q1 2026.
- Funds reported $351B of Caterpillar stock for Q2 2026, up 51% quarter-over-quarter.
- 453 funds opened new Caterpillar positions in Q2 2026 and 107 closed out, a net change of +346 holders.
- The largest Caterpillar buyer in Q2 2026 was JP Morgan Chase, an estimated $3.85B added.
- The largest Caterpillar seller in Q2 2026 was Capital International Investors, an estimated $1.76B sold.
Based on aggregated 13F filings for Q2 2026.