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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 %
Mariner
101
Mariner
Kansas
$115M 295,642 +54,835 +23%
Asset Management One
102
Asset Management One
Japan
$113M 292,154 -26,721 -8%
Prudential Financial
103
Prudential Financial
New Jersey
$113M 292,036 +17,471 +6%
Universal-Beteiligungs- und Servicegesellschaft
104
Universal-Beteiligungs- und Servicegesellschaft
Germany
$112M 287,936 +10,990 +4%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$111M 286,264 +10,886 +4%
Canada Life
106
Canada Life
Manitoba, Canada
$110M 283,800 -5,123 -2%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$109M 281,111 -40,943 -13%
First Trust Advisors
108
First Trust Advisors
Illinois
$109M 280,447 -15,682 -5%
MMH
109
Menora Mivtachim Holdings
Israel
$109M 280,000 -63,217 -18%
Creative Planning
110
Creative Planning
Kansas
$107M 275,950 +13,485 +5%
IP
111
Interval Partners
New York
$106M 274,315 +274,315 New
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$106M 271,915 +15,259 +6%
Empower Advisory Group
113
Empower Advisory Group
Colorado
$103M 265,734 +9,293 +4%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$101M 261,027 -17,621 -6%
Royal London Asset Management
115
Royal London Asset Management
United Kingdom
$101M 260,759 -18,196 -7%
Cerity Partners
116
Cerity Partners
New York
$101M 260,329 -34,540 -12%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$98.8M 254,471 +20,450 +9%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$98.5M 253,624 -2,866 -1%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$95.7M 246,612 -416,446 -63%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$95.3M 245,376 -10,199 -4%
Los Angeles Capital Management
121
Los Angeles Capital Management
California
$94.9M 244,380 +111,727 +84%
Allianz Asset Management
122
Allianz Asset Management
Germany
$94.6M 243,746 +44,727 +22%
Jennison Associates
123
Jennison Associates
New York
$93.2M 240,054 -16,077 -6%
CC
124
Cartenna Capital
Connecticut
$93.2M 240,000 +216,500 +921%
TD Asset Management
125
TD Asset Management
Ontario, Canada
$91.6M 236,019 -3,273 -1%
3 4
5
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