CAT icon

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 %
Citadel Advisors
101
Citadel Advisors
Florida
$117M -$16M -41,148 -12%
Mariner
102
Mariner
Kansas
$115M +$21.3M +54,835 +23%
Asset Management One
103
Asset Management One
Japan
$113M -$10.4M -26,721 -8%
Prudential Financial
104
Prudential Financial
New Jersey
$113M +$6.78M +17,471 +6%
Universal-Beteiligungs- und Servicegesellschaft
105
Universal-Beteiligungs- und Servicegesellschaft
Germany
$112M +$4.27M +10,990 +4%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$111M +$4.23M +10,886 +4%
Canada Life
107
Canada Life
Manitoba, Canada
$110M -$1.99M -5,123 -2%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$109M -$15.9M -40,943 -13%
First Trust Advisors
109
First Trust Advisors
Illinois
$109M -$6.09M -15,682 -5%
MMH
110
Menora Mivtachim Holdings
Israel
$109M -$24.5M -63,217 -18%
Creative Planning
111
Creative Planning
Kansas
$107M +$5.24M +13,485 +5%
IP
112
Interval Partners
New York
$106M +$106M +274,315 New
Connor, Clark & Lunn Investment Management (CC&L)
113
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$106M +$5.92M +15,259 +6%
Empower Advisory Group
114
Empower Advisory Group
Colorado
$103M +$3.61M +9,293 +4%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$101M -$6.84M -17,621 -6%
Royal London Asset Management
116
Royal London Asset Management
United Kingdom
$101M -$7.06M -18,196 -7%
Cerity Partners
117
Cerity Partners
New York
$101M -$13.4M -34,540 -12%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$98.8M +$7.94M +20,450 +9%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$98.5M -$1.11M -2,866 -1%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$95.7M -$162M -416,446 -63%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$95.3M -$3.96M -10,199 -4%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$94.9M +$43.4M +111,727 +84%
Allianz Asset Management
123
Allianz Asset Management
Germany
$94.6M +$17.4M +44,727 +22%
Jennison Associates
124
Jennison Associates
New York
$93.2M -$6.24M -16,077 -6%
CC
125
Cartenna Capital
Connecticut
$93.2M +$84M +216,500 +921%
3 4
5
6 7