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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 %
RPA
2951
Redwood Park Advisors
California
$1.55K – – –
W
2952
WealthCollab
Washington
$1.55K – – –
LFA
2953
LGT Financial Advisors
Texas
$1.55K +$1.55K +4 New
IRC
2954
Investors Research Corp
Georgia
$1.17K – – –
BGA
2955
Battery Global Advisors
Massachusetts
$1.17K +$1.17K +3 New
PEAK6
2956
PEAK6
Illinois
$871 -$4.58M -10,518 -100%
LP
2957
LMR Partners
United Kingdom
$776 -$7.53M -19,400 -100%
ICM
2958
Islay Capital Management
Texas
$776 +$776 +2 New
FGC
2959
Financial Gravity Companies
Texas
$776 +$776 +2 New
RJA
2960
Ross\Johnson & Associates
Minnesota
$388 – – –
HFS
2961
Horizon Financial Services
North Carolina
$388 – – –
Capital International Investors
2962
Capital International Investors
California
– -$101M -307,195 Closed
Voloridge Investment Management
2963
Voloridge Investment Management
Florida
– -$93.9M -284,837 Closed
FCI
2964
Financial Counselors Inc
Kansas
– -$55.7M -169,018 Closed
CF
2965
Corebridge Financial
Texas
– -$40.7M -123,298 Closed
N
2966
Natixis
France
– -$40.4M -123,080 Closed
Twin Tree Management
2967
Twin Tree Management
Texas
– -$30.3M -91,734 Closed
JF
2968
Jump Financial
Illinois
– -$28.4M -86,188 Closed
ATN
2969
AMF Tjänstepension
Sweden
– -$22.1M -66,863 Closed
USAA
2970
United Services Automobile Association
Texas
– -$21.1M -64,017 Closed
Renaissance Technologies
2971
Renaissance Technologies
New York
– -$20.9M -63,360 Closed
AAMU
2972
AEGON Asset Management (UK)
United Kingdom
– -$20.8M -63,053 Closed
CI
2973
Capital International
California
– -$12.7M -38,381 Closed
Group One Trading
2974
Group One Trading
Illinois
– -$10.4M -31,678 Closed
Walleye Trading
2975
Walleye Trading
New York
– -$9.11M -27,609 Closed
117 118
119
120 121