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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
Nuveen LLC
North Carolina
$918M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$504M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$720M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$327M
5
Marshall Wace
Marshall Wace
United Kingdom
$296M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.78B
2
BlackRock
BlackRock
New York
$13.1B
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$14.9M
4
Bank of America
Bank of America
North Carolina
$1.98B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$92.2M +$13M +33,539 +16%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$91.6M -$1.27M -3,273 -1%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$91.2M -$1.62M -4,164 -2%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$90.4M -$861K -2,217 -0.9%
RG
130
Rathbones Group
United Kingdom
$88.5M +$2.11M +5,430 +2%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$88.4M -$547K -1,408 -0.6%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$88M -$172M -442,142 -66%
FGP
133
Freestone Grove Partners
California
$87.7M +$72.7M +187,350 +485%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$86.7M +$1.42M +3,666 +2%
Osaic Holdings
135
Osaic Holdings
Arizona
$85.7M -$8.09M -22,126 -9%
Alyeska Investment Group
136
Alyeska Investment Group
Illinois
$85M +$85M +218,946 New
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$85M +$917K +2,361 +1%
NA
138
NewEdge Advisors
Louisiana
$84.1M +$4.47M +11,523 +6%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$84M -$11.3M -29,092 -12%
BG
140
Bollard Group
Massachusetts
$83.6M +$8.01M +20,634 +11%
Truist Financial
141
Truist Financial
North Carolina
$82.4M -$1.49M -3,832 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
142
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81.8M -$64.4M -165,953 -44%
M&T Bank
143
M&T Bank
New York
$81.5M +$3.01M +7,747 +4%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$77.1M +$5.59M +14,407 +8%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.3M -$4.09M -10,546 -5%
KeyBank National Association
146
KeyBank National Association
Ohio
$74.2M +$22M +56,757 +42%
VF
147
Vest Financial
Virginia
$74.1M +$19.1M +49,076 +35%
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
$72.7M -$43.9K -113 -0.1%
ORIO
149
Old Republic International (ORI)
Illinois
$68.7M – – –
Russell Investments Group
150
Russell Investments Group
United Kingdom
$67.2M -$113K -292 -0.2%
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6
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