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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 %
LIA
401
LS Investment Advisors
Michigan
$14.7M -$82.7K -213 -0.6%
TRSOTSOK
402
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M +$184K +475 +1%
VLKIM
403
Van Lanschot Kempen Investment Management
Netherlands
$14.6M -$5.54M -14,282 -27%
LWM
404
Lyell Wealth Management
California
$14.5M +$561K +1,445 +4%
BF
405
BOK Financial
Oklahoma
$14.5M -$79.6K -205 -0.5%
NB
406
Norinchukin Bank
Japan
$14.5M +$665K +1,713 +5%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$14.5M +$3.13M +8,059 +28%
CSIC
408
Clifford Swan Investment Counsel
California
$14.5M +$776 +2 +0%
CS
409
Candriam SCA
Luxembourg
$14.4M -$1.22M -3,151 -8%
PAI
410
Pittenger & Anderson Inc
Nebraska
$14.4M +$130K +336 +0.9%
VIP
411
Vantage Investment Partners
Missouri
$14.3M – – –
HAG
412
HighPoint Advisor Group
Illinois
$14.1M -$91.6K -236 -0.6%
GG
413
Greenwood Gearhart
Arkansas
$14M +$637K +1,642 +5%
ECM
414
ExodusPoint Capital Management
New York
$13.9M +$13.9M +35,894 New
GLA
415
Great Lakes Advisors
Illinois
$13.8M -$84.5M -252,135 -86%
CA
416
Cullinan Associates
Kentucky
$13.8M +$250K +644 +2%
ACM
417
Alight Capital Management
New York
$13.8M +$13.8M +35,500 New
Public Sector Pension Investment Board (PSP Investments)
418
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.5M -$11.5M -29,711 -46%
MCM
419
MAI Capital Management
Ohio
$13.3M +$3.72M +9,587 +39%
WTC
420
WhitTier Trust Company
Nevada
$13.2M -$179K -460 -1%
JPWM
421
Jamison Private Wealth Management
Georgia
$13.1M +$229K +589 +2%
ACG
422
Aventail Capital Group
New York
$13.1M +$13.1M +33,808 New
VIM
423
Vinva Investment Management
Australia
$13M +$3.95M +10,270 +44%
Man Group
424
Man Group
United Kingdom
$12.9M -$22.8M -58,729 -64%
CI
425
CX Institutional
Indiana
$12.8M +$777K +2,002 +6%
15 16
17
18 19