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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 %
Calamos Advisors
176
Calamos Advisors
Illinois
$55.6M +$2.33K +6 +0%
KBC Group
177
KBC Group
Belgium
$55.6M -$6.22M -16,032 -10%
ASRS
178
Arizona State Retirement System
Arizona
$54.2M -$765K -1,970 -1%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$53.9M +$1.71M +4,380 +3%
SO
180
STRS Ohio
Ohio
$53.6M +$1.94M +4,989 +4%
FRAF
181
Första AP-fonden
Sweden
$53.1M -$1.2M -3,100 -2%
SOMRS
182
State of Michigan Retirement System
Michigan
$52.4M -$1.01M -2,600 -2%
TI
183
Trexquant Investment
Connecticut
$52.1M +$52.1M +134,293 New
QCM
184
Quantinno Capital Management
New York
$51.5M +$7.55M +19,461 +17%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$51.3M -$1.08M -2,786 -2%
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
$51M -$14.4M -37,183 -22%
HIMC
187
Heritage Investors Management Corp
Maryland
$50.6M +$559K +1,441 +1%
Wellington Management Group
188
Wellington Management Group
Massachusetts
$50.1M +$5.57M +14,352 +13%
CB
189
Commerce Bank
Missouri
$50.1M -$726K -1,870 -1%
AIM
190
Achmea Investment Management
Netherlands
$49.7M +$2.63M +6,769 +6%
MHC
191
Meyer Handelman Company
New York
$47.9M -$334K -860 -0.7%
FFM
192
Fullerton Fund Management
Singapore
$47.8M +$47.8M +123,130 New
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
$47.6M +$42.6M +109,700 +852%
VRS
194
Virginia Retirement Systems
Virginia
$47.5M – – –
MIM
195
MetLife Investment Management
New Jersey
$47.5M -$1.9M -4,897 -4%
TI
196
Tidal Investments
Wisconsin
$47.2M +$7.45M +19,189 +19%
Fidelity International
197
Fidelity International
Bermuda
$46.5M +$45.3M +116,565 +3,486%
FAF
198
Fjarde Ap-fonden
Sweden
$46M +$6.48M +16,700 +16%
ZIG
199
Zurich Insurance Group
Switzerland
$45.6M +$45.6M +117,414 New
SCI
200
S&CO Inc
Massachusetts
$45.5M +$924K +2,380 +2%
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