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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 %
MT
151
Midwest Trust
Kansas
$66.8M +$66.8M +172,129 New
SFA
152
Sequoia Financial Advisors
Ohio
$66.4M +$17.7M +45,522 +36%
Axa
153
Axa
France
$66.3M +$11.5M +29,523 +21%
RAM
154
Resona Asset Management
Japan
$66M +$2.55M +6,581 +4%
Mackenzie Financial
155
Mackenzie Financial
Ontario, Canada
$65.4M -$1.92M -4,946 -3%
CA
156
Commerzbank Aktiengesellschaft
Germany
$65M -$54.7M -141,001 -46%
KAS
157
Kestra Advisory Services
Texas
$64.6M +$2.33M +5,991 +4%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$64.3M -$6.73M -17,347 -9%
FWIA
159
Fort Washington Investment Advisors
Ohio
$63.5M -$1.06M -2,741 -2%
Adage Capital Partners
160
Adage Capital Partners
Massachusetts
$63.5M +$11.2M +28,830 +21%
ACI
161
Alpha Cubed Investments
California
$63.4M +$9.32M +24,007 +17%
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$63M +$150K +387 +0.2%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$62.8M +$5.53M +14,238 +10%
State of New Jersey Common Pension Fund D
164
State of New Jersey Common Pension Fund D
New Jersey
$62.8M -$637K -1,640 -1%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$62.6M -$5.54M -14,276 -8%
LF
166
Lansforsakringar Fondforvaltning
Sweden
$62.5M -$3.62M -9,329 -5%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$62.3M -$4.2M -10,814 -6%
Mirae Asset Global ETFs Holdings
168
Mirae Asset Global ETFs Holdings
Hong Kong
$61.8M +$31.2M +80,329 +102%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$61.6M -$14.7M -36,829 -19%
GIA
170
Gateway Investment Advisers
Ohio
$60.9M -$44.3K -114 -0.1%
MML Investors Services
171
MML Investors Services
Massachusetts
$59.9M -$505K -1,301 -0.8%
Walleye Capital
172
Walleye Capital
New York
$59.1M +$58.8M +151,398 +18,131%
HNB
173
Huntington National Bank
Ohio
$56M -$1.16M -2,982 -2%
Two Sigma Investments
174
Two Sigma Investments
New York
$56M +$55.2M +142,149 +6,927%
AS
175
Aware Super
Australia
$55.9M – – –
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7
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