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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 %
Pictet Asset Management
76
Pictet Asset Management
Switzerland
$180M +$61.6M +158,787 +52%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$174M -$6.24M -16,075 -3%
Aberdeen Group
78
Aberdeen Group
United Kingdom
$169M +$6.91M +17,826 +4%
ZIM
79
Zacks Investment Management
Illinois
$165M +$1.14M +2,932 +0.7%
Jane Street
80
Jane Street
New York
$164M -$20.6M -53,118 -11%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$161M -$2.5M -6,446 -2%
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$160M +$9.98M +25,699 +7%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$157M -$12.9M -33,300 -8%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$149M -$4.05M -10,435 -3%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$145M -$9.01M -23,215 -6%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$143M +$133M +343,529 +1,394%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$141M -$23.9M -61,667 -15%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$141M -$385K -992 -0.3%
Aviva
89
Aviva
United Kingdom
$140M +$8.39M +21,608 +6%
Swedbank
90
Swedbank
Sweden
$134M +$3.92M +10,086 +3%
Nomura Asset Management
91
Nomura Asset Management
Japan
$132M +$12.2M +31,466 +10%
MG
92
Markel Group
Virginia
$128M +$233K +600 +0.2%
ATO
93
Alecta Tjanstepension Omsesidigt
Sweden
$128M – – –
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$127M -$17.9M -46,225 -12%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$123M -$35.1M -90,394 -22%
SSA
96
Schonfeld Strategic Advisors
New York
$122M +$110M +284,133 +967%
Two Sigma Advisers
97
Two Sigma Advisers
New York
$121M +$121M +312,700 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121M -$23.5M -60,447 -16%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$120M +$7.31M +18,822 +6%
SMDAM
100
Sumitomo Mitsui DS Asset Management
Japan
$119M +$6.14M +15,820 +5%
2 3
4
5 6