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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 %
American Century Companies
51
American Century Companies
Missouri
$283M +$50.3M +129,678 +22%
ProShare Advisors
52
ProShare Advisors
Maryland
$282M +$47M +121,024 +20%
Victory Capital Management
53
Victory Capital Management
Texas
$265M +$84.4M +217,207 +47%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$263M -$39.4M -101,610 -13%
HighTower Advisors
55
HighTower Advisors
Illinois
$259M +$7.81M +20,125 +3%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$244M +$1.79M +4,637 +0.7%
Stifel Financial
57
Stifel Financial
Missouri
$243M +$4.27M +10,997 +2%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$242M +$10.5M +27,111 +5%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$241M +$27.1M +69,753 +13%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$240M -$35.5M -91,385 -13%
Principal Financial Group
61
Principal Financial Group
Iowa
$235M -$20.6M -52,960 -8%
Millennium Management
62
Millennium Management
New York
$233M +$150M +385,407 +180%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$228M -$2.56M -6,600 -1%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$227M -$15.3M -39,355 -6%
AllianceBernstein
65
AllianceBernstein
Tennessee
$222M +$13.5M +34,846 +6%
VanEck Associates
66
VanEck Associates
New York
$222M +$178M +458,063 +403%
Corient Private Wealth
67
Corient Private Wealth
Florida
$221M -$24.8M -63,752 -10%
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$209M -$426K -1,097 -0.2%
Franklin Resources
69
Franklin Resources
California
$201M -$19.7M -50,639 -9%
US Bancorp
70
US Bancorp
Minnesota
$201M -$4.67M -12,020 -2%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$199M +$124M +318,652 +164%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$195M -$2.95M -7,598 -1%
Toronto Dominion Bank
73
Toronto Dominion Bank
Ontario, Canada
$191M +$52.7M +135,719 +38%
SG Americas Securities
74
SG Americas Securities
New York
$191M +$111M +286,752 +140%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$185M +$5.31M +13,669 +3%
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