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Caterpillar
CAT

Overview Fund Activity

2,949 hedge funds and large institutions have $127B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 272 funds opening new positions, 1,127 increasing their positions, 1,104 reducing their positions, and 122 closing their positions.

Holders
2,949
Holders Change
+89
Holders Change %
+3.11%
% of All Funds
39.61%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.85%
New
272
Increased
1,127
Reduced
1,104
Closed
122
Calls
$2.19B
Puts
$2.42B
Net Calls
-$227M
Net Calls Change
-$477M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.17B
2
NL
2
Nuveen LLC
North Carolina
$918M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$504M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$720M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$327M

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$739M 1,903,646 +89,526 +5%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$720M 1,855,578 +817,473 +79%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$699M 1,799,399 -135,686 -7%
CWP
29
Capital Wealth Planning
Florida
$634M 1,633,850 +1,377 +0.1%
Deutsche Bank
30
Deutsche Bank
Germany
$589M 1,517,385 +109,369 +8%
Ameriprise
31
Ameriprise
Minnesota
$586M 1,508,417 -117,787 -7%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$582M 1,499,272 +82,808 +6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$562M 1,446,800 +85,200 +6%
Barclays
34
Barclays
United Kingdom
$545M 1,403,087 +38,863 +3%
Primecap Management
35
Primecap Management
California
$532M 1,370,898 -8,587 -0.6%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$504M 1,298,617 +997,831 +332%
Mitsubishi UFJ Asset Management
37
Mitsubishi UFJ Asset Management
Japan
$487M 1,255,507 +73,658 +6%
National Pension Service
38
National Pension Service
South Korea
$386M 994,303 -3,274 -0.3%
LPL Financial
39
LPL Financial
California
$383M 986,421 +46,049 +5%
Citigroup
40
Citigroup
New York
$379M 975,244 +10,816 +1%
Raymond James Financial
41
Raymond James Financial
Florida
$377M 972,410 -5,046 -0.5%
AS
42
Altshuler Shaham
Israel
$362M 932,615 -68,011 -7%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$358M 921,842 -192,750 -17%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$348M 895,804 -155,788 -15%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$329M 846,648 -11,262 -1%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$327M 843,093 +712,711 +547%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$326M 840,431 +20,800 +3%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$309M 797,199 +96,463 +14%
Marshall Wace
49
Marshall Wace
United Kingdom
$296M 761,800 +616,739 +425%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$292M 751,795 +3,196 +0.4%
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