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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 %
American Century Companies
51
American Century Companies
Missouri
$283M 727,912 +129,678 +22%
ProShare Advisors
52
ProShare Advisors
Maryland
$282M 725,166 +121,024 +20%
Victory Capital Management
53
Victory Capital Management
Texas
$265M 681,565 +217,207 +47%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$263M 677,707 -101,610 -13%
HighTower Advisors
55
HighTower Advisors
Illinois
$259M 666,319 +20,125 +3%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$244M 631,379 +4,637 +0.7%
Stifel Financial
57
Stifel Financial
Missouri
$243M 625,585 +10,997 +2%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$242M 624,360 +27,111 +5%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$241M 621,518 +69,753 +13%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$240M 618,400 -91,385 -13%
Principal Financial Group
61
Principal Financial Group
Iowa
$235M 606,007 -52,960 -8%
Millennium Management
62
Millennium Management
New York
$233M 599,309 +385,407 +180%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$228M 586,555 -6,600 -1%
AllianceBernstein
64
AllianceBernstein
Tennessee
$222M 572,165 +34,846 +6%
VanEck Associates
65
VanEck Associates
New York
$222M 571,724 +458,063 +403%
Corient Private Wealth
66
Corient Private Wealth
Florida
$221M 569,196 -63,752 -10%
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$209M 537,357 -1,097 -0.2%
Franklin Resources
68
Franklin Resources
California
$201M 518,896 -50,639 -9%
US Bancorp
69
US Bancorp
Minnesota
$201M 518,577 -12,020 -2%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$199M 512,757 +318,652 +164%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$195M 501,210 -7,598 -1%
Toronto Dominion Bank
72
Toronto Dominion Bank
Ontario, Canada
$191M 493,282 +135,719 +38%
SG Americas Securities
73
SG Americas Securities
New York
$191M 490,953 +286,752 +140%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$185M 476,877 +13,669 +3%
Pictet Asset Management
75
Pictet Asset Management
Switzerland
$180M 464,791 +158,787 +52%
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