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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
1
Nuveen LLC
North Carolina
$918M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$504M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$720M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$327M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$296M

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 Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$739M +$34.8M +89,526 +5%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$720M +$317M +817,473 +79%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$699M -$52.7M -135,686 -7%
CWP
29
Capital Wealth Planning
Florida
$634M +$535K +1,377 +0.1%
Deutsche Bank
30
Deutsche Bank
Germany
$589M +$42.5M +109,369 +8%
Ameriprise
31
Ameriprise
Minnesota
$586M -$45.7M -117,787 -7%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$582M +$32.1M +82,808 +6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$562M +$33.1M +85,200 +6%
Barclays
34
Barclays
United Kingdom
$545M +$15.1M +38,863 +3%
Primecap Management
35
Primecap Management
California
$532M -$3.33M -8,587 -0.6%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$504M +$387M +997,831 +332%
Mitsubishi UFJ Asset Management
37
Mitsubishi UFJ Asset Management
Japan
$487M +$28.6M +73,658 +6%
National Pension Service
38
National Pension Service
South Korea
$386M -$1.27M -3,274 -0.3%
LPL Financial
39
LPL Financial
California
$383M +$17.9M +46,049 +5%
Citigroup
40
Citigroup
New York
$379M +$4.2M +10,816 +1%
Raymond James Financial
41
Raymond James Financial
Florida
$377M -$1.96M -5,046 -0.5%
AS
42
Altshuler Shaham
Israel
$362M -$26.4M -68,011 -7%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$358M -$74.8M -192,750 -17%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$348M -$60.5M -155,788 -15%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$329M -$4.37M -11,262 -1%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$327M +$277M +712,711 +547%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$326M +$8.07M +20,800 +3%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$309M +$37.4M +96,463 +14%
Marshall Wace
49
Marshall Wace
United Kingdom
$296M +$239M +616,739 +425%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$292M +$1.24M +3,196 +0.4%
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