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 273 funds opening new positions, 1,133 increasing their positions, 1,107 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,960
Holders Change
+100
Holders Change %
+3.5%
% of All Funds
39.71%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.85%
New
273
Increased
1,133
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.9B -$60.5M -155,861 -0.3%
State Street
2
State Street
Massachusetts
$14B -$83M -213,914 -0.6%
BlackRock
3
BlackRock
New York
$13.1B -$603M -1,552,615 -4%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$6.86B – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.06B -$19.2M -49,594 -0.5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$3.66B +$80.8M +208,196 +2%
Gates Foundation Trust
7
Gates Foundation Trust
Washington
$2.85B – – –
Morgan Stanley
8
Morgan Stanley
New York
$2.83B +$46.3M +119,372 +2%
Northern Trust
9
Northern Trust
Illinois
$2.5B -$56.3M -145,105 -2%
Norges Bank
10
Norges Bank
Norway
$2.17B +$2.17B +5,579,193 New
Bank of America
11
Bank of America
North Carolina
$1.98B -$424M -1,091,841 -18%
Capital World Investors
12
Capital World Investors
California
$1.78B -$1.35B -3,488,750 -43%
Capital Research Global Investors
13
Capital Research Global Investors
California
$1.67B +$220M +566,598 +15%
UBS AM
14
UBS AM
Illinois
$1.64B +$9.44M +24,327 +0.6%
Charles Schwab
15
Charles Schwab
California
$1.3B +$13M +33,467 +1%
Invesco
16
Invesco
Georgia
$1.27B +$54.7M +140,784 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.26B -$160M -411,711 -11%
Goldman Sachs
18
Goldman Sachs
New York
$1.19B -$45.1M -116,284 -4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.15B -$46.3M -119,377 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.14B -$83.3M -214,579 -7%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.06B +$52.4M +134,971 +5%
NL
22
Nuveen LLC
North Carolina
$918M +$421M +1,084,122 +85%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$860M +$99.9M +257,372 +13%
UBS Group
24
UBS Group
Switzerland
$840M +$50.4M +129,794 +6%
Amundi
25
Amundi
France
$762M +$142M +356,804 +23%
1
2 3 4 5