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Caterpillar
CAT

Overview Fund Activity

2,960 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 274 funds opening new positions, 1,132 increasing their positions, 1,107 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,960
Holders Change
+101
Holders Change %
+3.53%
% of All Funds
39.7%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
274
Increased
1,132
Reduced
1,107
Closed
122
Calls
$2.74B
Puts
$2.9B
Net Calls
-$160M
Net Calls Change
-$410M

Top Buyers

1
NL
Nuveen LLC
North Carolina
$918M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$504M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$720M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$327M
5
Marshall Wace
Marshall Wace
United Kingdom
$296M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.78B
2
BlackRock
BlackRock
New York
$13.1B
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$14.9M
4
Bank of America
Bank of America
North Carolina
$1.98B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Clearstead Advisors
Ohio
$38.6M -$3.69M -9,505 -9%
GAM
227
Gotham Asset Management
New York
$38M +$11.1M +28,614 +41%
JG
228
Jain Global
New York
$37.5M +$36.9M +94,942 +6,086%
Capital Fund Management (CFM)
229
Capital Fund Management (CFM)
France
$37.2M +$18.5M +47,584 +99%
BB
230
Busey Bank
Illinois
$37M -$197K -507 -0.5%
MFIM
231
Mesirow Financial Investment Management
Illinois
$36.9M -$269K -692 -0.7%
ACA
232
Aptus Capital Advisors
Alabama
$36.8M -$5.13M -13,219 -12%
Massachusetts Financial Services
233
Massachusetts Financial Services
Massachusetts
$36.4M +$36.4M +93,783 New
Jones Financial Companies
234
Jones Financial Companies
Missouri
$36.4M +$9.2M +23,900 +34%
AB
235
Amalgamated Bank
New York
$36.3M -$2.07M -5,335 -5%
LSV Asset Management
236
LSV Asset Management
Illinois
$36.2M -$46.6K -120 -0.1%
BAMF
237
BI Asset Management Fondsmaeglerselskab
Denmark
$36.1M -$5.27M -13,584 -13%
II
238
IFM Investors
Australia
$36.1M +$659K +1,698 +2%
MPMG
239
Minneapolis Portfolio Management Group
Minnesota
$35.7M -$396K -1,020 -1%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$35.2M -$24.5K -63 -0.1%
MIF
241
Mediolanum International Funds
Ireland
$34.7M +$105K +274 +0.3%
BDLIB
242
Banque de Luxembourg Investments (BLI)
Luxembourg
$34.7M -$3.52M -9,140 -9%
CA
243
CSM Advisors
Pennsylvania
$34.7M +$24.7M +63,663 +248%
RWP
244
RWA Wealth Partners
Massachusetts
$34.6M -$2.49M -6,420 -7%
Macquarie Group
245
Macquarie Group
Australia
$33.8M -$16.9M -43,523 -33%
IMPI
246
Ilmarinen Mutual Pension Insurance
Finland
$33.8M +$33.8M +87,000 New
CC
247
Covalis Capital
United Kingdom
$33.6M +$33.6M +86,526 New
YCM
248
Yousif Capital Management
Michigan
$33M -$425K -1,095 -1%
BPA
249
Beacon Pointe Advisors
California
$32.9M +$1.13M +2,900 +4%
Brown Advisory
250
Brown Advisory
Maryland
$32.8M -$673K -1,733 -2%
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