CAT icon

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 %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$174M 447,203 -16,075 -3%
Aberdeen Group
77
Aberdeen Group
United Kingdom
$169M 434,586 +17,826 +4%
ZIM
78
Zacks Investment Management
Illinois
$165M 424,071 +2,932 +0.7%
Jane Street
79
Jane Street
New York
$164M 422,948 -53,118 -11%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$161M 413,521 -6,446 -2%
Bank of Nova Scotia
81
Bank of Nova Scotia
Ontario, Canada
$160M 413,061 +25,699 +7%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$157M 405,660 -33,300 -8%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$149M 383,063 -10,435 -3%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$145M 374,637 -23,215 -6%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$143M 368,170 +343,529 +1,394%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$141M 362,973 -61,667 -15%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$141M 362,089 -992 -0.3%
Aviva
88
Aviva
United Kingdom
$140M 361,126 +21,608 +6%
Swedbank
89
Swedbank
Sweden
$134M 344,304 +10,086 +3%
Nomura Asset Management
90
Nomura Asset Management
Japan
$132M 340,368 +31,466 +10%
MG
91
Markel Group
Virginia
$128M 328,650 +600 +0.2%
ATO
92
Alecta Tjanstepension Omsesidigt
Sweden
$128M 328,600 – –
DekaBank Deutsche Girozentrale
93
DekaBank Deutsche Girozentrale
Germany
$127M 326,603 -46,225 -12%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$123M 315,581 -90,394 -22%
SSA
95
Schonfeld Strategic Advisors
New York
$122M 313,528 +284,133 +967%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$121M 312,700 +312,700 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121M 310,730 -60,447 -16%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$120M 309,834 +18,822 +6%
SMDAM
99
Sumitomo Mitsui DS Asset Management
Japan
$119M 306,650 +15,820 +5%
Citadel Advisors
100
Citadel Advisors
Florida
$117M 301,187 -41,148 -12%
2 3
4
5 6