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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.78B
2
BlackRock
2
BlackRock
New York
$13.1B
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$14.9M
4
Bank of America
4
Bank of America
North Carolina
$1.98B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
276
Marco Investment Management
Georgia
$28M +$188K +483 +0.7%
Kovitz Investment Group Partners
277
Kovitz Investment Group Partners
Illinois
$27.9M +$6.63M +17,084 +31%
VPIM
278
Vanguard Personalized Indexing Management
California
$27.5M +$3.71M +9,541 +16%
X
279
Xponance
Pennsylvania
$27.3M -$102K -263 -0.4%
PFSRSONJ
280
Police & Firemen's Retirement System of New Jersey
New Jersey
$27.3M +$34.2K +88 +0.1%
NPA
281
Nichols & Pratt Advisers
Massachusetts
$27.3M +$163K +420 +0.6%
AFP
282
Ausdal Financial Partners
Iowa
$27.1M -$319K -823 -1%
VMPIC
283
Varma Mutual Pension Insurance Co
Finland
$26.9M -$4.35M -11,200 -14%
PGFC
284
Peapack-Gladstone Financial Corp
New Jersey
$26.9M -$1.83M -4,714 -6%
GT
285
Glenview Trust
Kentucky
$26.8M +$257K +663 +1%
Fayez Sarofim & Co
286
Fayez Sarofim & Co
Texas
$26.7M +$2.72M +7,018 +11%
SI
287
Stephens Inc
Arkansas
$26.6M -$708K -1,823 -3%
BHCM
288
Brevan Howard Capital Management
Jersey
$26.6M +$14.5M +37,377 +120%
BPWM
289
Badgley Phelps Wealth Managers
Washington
$26.5M +$241K +622 +0.9%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$26.4M -$2.24M -5,760 -8%
GIM
291
Grassi Investment Management
California
$26M – – –
JSSH
292
J. Safra Sarasin Holding
$25.7M -$325K -838 -1%
IG
293
ING Group
Netherlands
$25.5M +$24M +61,858 +1,574%
DZ Bank
294
DZ Bank
Germany
$25.4M +$5.06M +13,026 +25%
HPG
295
Harvest Portfolios Group
Ontario, Canada
$25.3M +$3.33M +8,584 +15%
PI
296
PineBridge Investments
New York
$25.3M -$13.7M -35,317 -35%
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$25.2M -$455K -1,172 -2%
Wealthfront Advisers
298
Wealthfront Advisers
California
$25.1M +$465K +1,197 +2%
FT
299
Fiduciary Trust
Massachusetts
$25.1M -$157K -404 -0.6%
NYLIM
300
New York Life Investment Management
New York
$24.9M +$21.4K +55 +0.1%
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