Caterpillar
CAT
4,027 hedge funds and large institutions have $350B invested in Caterpillar in 2026 Q2 according to their latest regulatory filings, with 449 funds opening new positions, 1,427 increasing their positions, 1,588 reducing their positions, and 106 closing their positions.
324% more first-time investments, than exits
New positions opened: 449 | Existing positions closed: 106
53% more funds holding in top 10
Funds holding in top 10: 161 → 247 (+86)
49% more capital invested
Capital invested by funds: $235B → $350B (+$115B)
7% more funds holding
Funds holding: 3,754 → 4,027 (+273)
0.44% more ownership
Funds ownership: 71.13% → 71.58% (+0.44%)
9% less call options, than puts
Call options by funds: $13.4B | Put options by funds: $14.7B
10% less repeat investments, than reductions
Existing positions increased: 1,427 | Existing positions reduced: 1,588
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 |
DAM
Diamant Asset Management
Ridgefield,
Connecticut
|
-$2.76B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$1.76B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$880M |
| 4 |
Barclays
London,
United Kingdom
|
-$730M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$497M |
CAT Hedge Fund Activity: Q2 2026 in Review
4,027 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2026, worth a combined $350B — up 49% from $235B a quarter earlier.
Buyers outnumbered sellers: 449 funds opened new CAT positions and 106 closed out — a net gain of 343 holders — while 1,427 added to existing stakes and 1,588 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $3.85B. The largest seller was Diamant Asset Management, cutting an estimated $2.76B.
- 4,027 institutional investors held Caterpillar (CAT) as of Q2 2026, up from 3,754 in Q1 2026.
- Funds reported $350B of Caterpillar stock for Q2 2026, up 49% quarter-over-quarter.
- 449 funds opened new Caterpillar positions in Q2 2026 and 106 closed out, a net change of +343 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 Diamant Asset Management, an estimated $2.76B sold.
Based on aggregated 13F filings for Q2 2026.