CAT icon

Caterpillar
CAT

Overview Fund Activity

2,963 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 276 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
2,963
Holders Change
+103
Holders Change %
+3.6%
% of All Funds
39.72%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
276
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
+$421M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$387M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$277M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.35B
2
BlackRock
BlackRock
New York
-$603M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$534M
4
Bank of America
Bank of America
North Carolina
-$424M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
426
OMERS Administration Corp
Ontario, Canada
$12.7M +$388K +1,000 +3%
LF
427
Longbow Finance
Switzerland
$12.7M +$12.7M +32,687 New
MSU
428
Mizuho Securities USA
New York
$12.6M -$2.24M -5,766 -15%
IMC Chicago
429
IMC Chicago
Illinois
$12.6M +$12.6M +32,442 New
P
430
Paradiem
Louisiana
$12.3M +$662K +1,704 +6%
VVP
431
Venture Visionary Partners
Ohio
$12.1M +$159K +409 +1%
EGA
432
Eagle Global Advisors
Texas
$12.1M -$347K -895 -3%
KRS
433
Kentucky Retirement Systems
Kentucky
$12M -$787K -2,027 -6%
BP
434
BNP Paribas
France
$12M +$2.09M +5,374 +21%
SMI
435
Shelter Mutual Insurance
Missouri
$11.9M – – –
Wolverine Trading
436
Wolverine Trading
Illinois
$11.9M +$11.9M +31,011 New
MFG
437
Merit Financial Group
Georgia
$11.9M +$3.6M +9,266 +43%
VA
438
Vident Advisory
Georgia
$11.9M +$51.6K +133 +0.4%
CCM
439
Compass Capital Management
Minnesota
$11.8M +$11.8M +30,485 New
SC
440
SummitTX Capital
Texas
$11.8M +$10.5M +26,955 +766%
BCI
441
Brinker Capital Investments
Pennsylvania
$11.8M +$1.3M +3,359 +12%
DI
442
DRH Investments
California
$11.8M +$11.8M +30,414 New
HHAM
443
HITE Hedge Asset Management
Massachusetts
$11.8M +$8.36M +21,535 +244%
FCH
444
Freestone Capital Holdings
Washington
$11.8M +$254K +654 +2%
DP
445
Dearborn Partners
Illinois
$11.6M -$3.72M -9,591 -24%
SG
446
Sienna Gestion
France
$11.6M +$1.06M +3,000 +10%
Lazard Asset Management
447
Lazard Asset Management
New York
$11.5M -$12.7M -32,650 -52%
UM
448
UniSuper Management
Australia
$11.4M -$388K -1,000 -3%
FNFDCM
449
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.3M -$372K -959 -3%
CFG
450
Citizens Financial Group
Rhode Island
$11.3M +$1.06M +2,726 +10%
16 17
18
19 20