CAT icon

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 %
FMI
301
Factory Mutual Insurance
Massachusetts
$24.9M – – –
SC
302
Savant Capital
Illinois
$24.8M +$1.13M +2,908 +5%
WCMN
303
Westchester Capital Management (Nebraska)
Nebraska
$24.7M +$43.1K +111 +0.2%
TWC
304
TD Waterhouse Canada
Ontario, Canada
$24.4M +$83.2K +213 +0.3%
Public Employees Retirement Association of Colorado
305
Public Employees Retirement Association of Colorado
Colorado
$24.2M -$947K -2,440 -4%
BCM
306
Brookstone Capital Management
Illinois
$23.8M +$2.22M +5,717 +10%
CIC
307
Cutler Investment Counsel
Oregon
$23.8M -$27.2K -70 -0.1%
OAM
308
Oppenheimer Asset Management
New York
$23.8M +$2.4M +6,186 +11%
NAM
309
Nissay Asset Management
Japan
$23.6M -$153K -395 -0.6%
MWM
310
Moran Wealth Management
Florida
$23.4M -$337K -868 -1%
BC
311
Blackhill Capital
New Jersey
$23.3M – – –
BCM
312
Bornite Capital Management
New York
$23.3M +$23.3M +60,000 New
Janus Henderson Group
313
Janus Henderson Group
United Kingdom
$23.3M -$933K -2,405 -4%
OC
314
Oppenheimer & Co
New York
$23.1M +$321K +826 +1%
MOACM
315
Mutual of America Capital Management
New York
$23.1M -$674K -1,735 -3%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$23M +$637K +1,641 +3%
UIM
317
USS Investment Management
United Kingdom
$22.6M +$212K +546 +0.9%
SAM
318
Silvercrest Asset Management
New York
$22.5M +$723K +1,863 +3%
EI
319
Ethic Inc
New York
$22.4M +$828K +2,152 +4%
DAM
320
Delta Asset Management
Tennessee
$22.4M -$176K -454 -0.8%
BMSSC
321
B. Metzler seel. Sohn & Co
Germany
$22.1M -$4.32M -11,125 -16%
AV
322
ASR Vermogensbeheer
Netherlands
$21.9M -$86.2K -222 -0.4%
PCH
323
Polar Capital Holdings
United Kingdom
$21.7M +$7.79M +20,063 +56%
CIA
324
CCM Investment Advisers
South Carolina
$21.6M +$62.1K +160 +0.3%
CA
325
Callahan Advisors
Texas
$21.4M +$196K +505 +0.9%
11 12
13
14 15