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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 %
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$44.8M +$2.35M +6,050 +6%
CNB
202
Czech National Bank
Czech Republic
$44.6M +$2.01M +5,188 +5%
HF
203
HRT Financial
New York
$44.5M +$44.5M +114,625 New
William Blair & Company
204
William Blair & Company
Illinois
$44.1M -$285K -735 -0.6%
PA
205
Pinnacle Associates
New York
$43.7M +$161K +414 +0.4%
EDRH
206
Edmond de Rothschild Holding
Switzerland
$43.7M +$6.94M +17,878 +19%
CTB
207
Country Trust Bank
Illinois
$42.9M +$3.24M +8,344 +8%
QCM
208
QRG Capital Management
Illinois
$42.3M -$5.24M -13,503 -11%
BFS
209
Bradley Foster & Sargent
Connecticut
$42.3M -$301K -776 -0.7%
CAM
210
Cresset Asset Management
Illinois
$42.1M -$189K -488 -0.4%
Handelsbanken Fonder
211
Handelsbanken Fonder
Sweden
$41.8M +$2.94M +7,574 +8%
IIM
212
INTECH Investment Management
Florida
$41.7M -$19.9M -51,385 -32%
Vontobel Holding
213
Vontobel Holding
Switzerland
$41.3M -$2.13M -5,486 -5%
SEI Investments
214
SEI Investments
Pennsylvania
$40.4M +$1.88M +4,840 +5%
GF
215
Gabelli Funds
New York
$40.4M -$970K -2,498 -2%
AQR Capital Management
216
AQR Capital Management
Connecticut
$40.2M +$8.5M +21,979 +27%
CWM
217
CIBC World Markets
New York
$39.8M +$521K +1,342 +1%
EAM
218
Erste Asset Management
Austria
$39.5M +$7.49M +19,477 +23%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$39.4M -$4.37M -11,257 -10%
SPIA
220
Steward Partners Investment Advisory
New York
$39.2M -$807K -2,078 -2%
WAS
221
Wesleyan Assurance Society
United Kingdom
$39M – – –
CI
222
Conning Inc
Connecticut
$38.9M -$3.52M -9,061 -8%
Comerica Bank
223
Comerica Bank
Texas
$38.9M -$1.07M -2,766 -3%
PA
224
Paralel Advisors
Colorado
$38.8M – – –
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$38.7M -$2.91M -7,485 -7%
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