CATERPILLAR INC hedge fund holdings
CATNYSE$845.42+19.07 (+2.31%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CAT · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+72.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 783 | 609 | $6.34B | $6.34B | 2,903 | Aug 14, 2025 |
| Q3 2025 | 764 | 595 | $12.9B | $6.92B | 3,038 | Nov 14, 2025 |
| Q4 2025 | 848 | 639 | $7.52B | $12.1B | 3,419 | Feb 14, 2026 |
| Q1 2026 | 931 | 865 | $9.63B | $11.3B | 3,631 | May 15, 2026 |
| Q2 2026 | 1,088 | 837 | $15.8B | $13.6B | 3,906 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
3,906 filersNew position
364$855M+803K sh
Increased
724$15B+14.1M sh
Reduced
743-$12.7B-11.9M sh
Out / sold
94-$935M-878K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Capital International Investors | Reduce 58.06% | -$2.14B | $1.54B | 0.32% | Aug 12, 2026 |
| Capital World Investors | Reduce 13.64% | -$515M | $3.26B | 0.38% | Aug 12, 2026 |
| Canada Pension Plan Investment Board | Added 82.34% | +$436M | $966M | 0.53% | Aug 14, 2026 |
| Winslow Capital Management, LLC | New Buy | +$374M | $374M | 1.29% | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduce 37.10% | -$363M | $615M | 0.47% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Reduce 69.16% | -$286M | $128M | 0.18% | Aug 14, 2026 |
| Rathbones Group PLC | Reduce 54.43% | -$269M | $225M | 0.83% | Jul 23, 2026 |
| Thrivent Financial for Lutherans | Reduce 39.79% | -$217M | $328M | 0.55% | Aug 14, 2026 |
| Holocene Advisors, LP | Sell 100% | -$208M | $0 | 0.00% | Aug 14, 2026 |
| Massachusetts Financial Services Co | Added 10.40% | +$177M | $1.88B | 0.60% | Aug 3, 2026 |
| Fisher Asset Management, LLC | Added 1.70% | +$177M | $10.6B | 3.15% | Aug 4, 2026 |
| AustralianSuper Pty Ltd | Added 571.40% | +$172M | $202M | 0.87% | Aug 12, 2026 |
| Westfield Capital Management Co LP | Added 440.20% | +$152M | $186M | 0.61% | Aug 12, 2026 |
| Zacks Investment Management | Reduce 31.76% | -$141M | $304M | 2.16% | Aug 13, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 43.31% | -$127M | $166M | 0.17% | Aug 13, 2026 |
| Fayez Sarofim & Co | Added 163.66% | +$119M | $191M | 0.45% | Aug 17, 2026 |
| Nomura Holdings Inc | Added 869.73% | +$115M | $129M | 0.15% | Aug 14, 2026 |
| Nearwater Capital Markets, Ltd | Sell 100% | -$108M | $0 | 0.00% | Aug 14, 2026 |
| Credit Agricole S A | Reduce 59.28% | -$107M | $73.8M | 0.15% | Aug 14, 2026 |
| ING Groep NV | Reduce 70.93% | -$107M | $44M | 0.21% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 11.95% | +$94.9M | $889M | 0.60% | Aug 13, 2026 |
| Temasek Holdings (Private) Ltd | Added 167.68% | +$93.8M | $150M | 0.40% | Aug 7, 2026 |
| Artisan Partners Limited Partnership | Reduce 58.17% | -$92.7M | $66.7M | 0.11% | Aug 13, 2026 |
| Handelsbanken Fonder AB | Added 59.64% | +$81.6M | $218M | 0.62% | Jul 10, 2026 |
| Bridgewater Associates, LP | Reduce 91.12% | -$80.1M | $7.8M | 0.03% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 21.67% | +$78.7M | $442M | 0.50% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | Reduce 87.32% | -$77.9M | $11.3M | 0.07% | Aug 17, 2026 |
| Capitolis Liquid Global Markets LLC | Reduce 73.42% | -$77.1M | $27.9M | 0.12% | Aug 13, 2026 |
| Alphinity Investment Management Pty Ltd | Reduce 19.42% | -$72.7M | $302M | 5.02% | Jul 29, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 91.52% | +$68.4M | $143M | 0.20% | Aug 13, 2026 |
| Ossiam | New Buy | +$65.6M | $65.6M | 0.87% | Aug 13, 2026 |
| Public Employees Retirement Association of Colorado | Added 48.66% | +$63M | $192M | 0.66% | Aug 11, 2026 |
| Nomura Asset Management International Inc. | Added 234.59% | +$61.6M | $87.8M | 0.13% | Aug 14, 2026 |
| Worldquant Millennium Advisors LLC | Added 83.28% | +$59.3M | $131M | 0.45% | Aug 14, 2026 |
| State Farm Mutual Automobile Insurance Co | Reduce 0.38% | -$59M | $15.5B | 10.57% | Aug 12, 2026 |
| HM Payson & Co | Reduce 48.74% | -$56.7M | $59.6M | 0.79% | Jul 17, 2026 |
| Employees Retirement System of Texas | Added 85.71% | +$56.1M | $122M | 0.97% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 16.29% | +$53.5M | $382M | 0.46% | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | Reduce 7.60% | -$53.2M | $647M | 1.68% | Aug 10, 2026 |
| CTC LLC | New Buy | +$50.7M | $50.7M | 0.02% | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | Added 35.98% | +$50.2M | $190M | 0.23% | Jul 21, 2026 |
| Freestone Grove Partners LP | Reduce 49.51% | -$48.1M | $49M | 0.31% | Aug 14, 2026 |
| Fred Alger Management, LLC | Reduce 64.08% | -$47.8M | $26.8M | 0.09% | Aug 14, 2026 |
| Schroder Investment Management Group | Reduce 8.08% | -$42.6M | $484M | 0.34% | Aug 13, 2026 |
| Gateway Investment Advisers LLC | Reduce 29.64% | -$41.7M | $99M | 0.98% | Jul 20, 2026 |
| Korea Investment CORP | Reduce 9.93% | -$39.6M | $359M | 0.68% | Aug 12, 2026 |
| Natixis | Added 340.05% | +$39.3M | $50.9M | 0.20% | Aug 13, 2026 |
| Xponance LLC | Added 42.84% | +$39M | $130M | 0.80% | Aug 10, 2026 |
| Eurizon Capital SGR S.p.A. | Added 10.15% | +$37.3M | $404M | 1.08% | Jul 29, 2026 |
| Atalanta Sosnoff Capital, LLC | Added 23.74% | +$36M | $187M | 3.30% | Aug 12, 2026 |
| Macquarie Group Ltd | Added 63.72% | +$34.4M | $88.5M | 0.38% | Aug 14, 2026 |
| BLI - Banque de Luxembourg Investments | Reduce 65.08% | -$34.3M | $18.4M | 0.65% | Aug 10, 2026 |
| Adams Diversified Equity Fund, Inc. | New Buy | +$34.1M | $34.1M | 1.04% | Jul 22, 2026 |
| Fideuram Asset Management (Ireland) dac | Added 409.12% | +$33M | $41.1M | 0.78% | Jul 23, 2026 |
| Tidal Investments LLC | Added 15.56% | +$32.8M | $244M | 0.42% | Aug 13, 2026 |
| Mizuho Securities USA LLC | Added 128.19% | +$32.8M | $58.3M | 0.56% | Jul 28, 2026 |
| Rheos Capital Works Inc. | Reduce 42.86% | -$31.9M | $42.6M | 2.43% | Aug 7, 2026 |
| Pictet Asset Management Holding SA | Reduce 8.00% | -$31.9M | $367M | 0.35% | Jul 30, 2026 |
| OP Asset Management Ltd | Reduce 36.09% | -$31.5M | $55.8M | 0.59% | Jul 28, 2026 |
| Manning & Napier Advisors LLC | Reduce 92.90% | -$30.9M | $2.36M | 0.03% | Aug 14, 2026 |
| Wealth High Governance Asset Management Ltda. | New Buy | +$30.8M | $30.8M | 3.28% | Aug 12, 2026 |
| Aberdeen Group plc | Added 5.60% | +$30.8M | $581M | 0.82% | Jul 31, 2026 |
| Alecta Tjanstepension Omsesidigt | Reduce 11.63% | -$30.8M | $234M | 0.98% | Jul 23, 2026 |
| Ofi Invest Asset Management | Added 49.86% | +$29.2M | $87.7M | 0.88% | Jul 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 1.97% | +$28.3M | $1.47B | 0.81% | Aug 7, 2026 |
| Wellington Management Group LLP | Added 2.33% | +$27.8M | $1.22B | 0.21% | Aug 14, 2026 |
| Regents Gate Capital LLP | Reduce 99.94% | -$26.6M | $16K | 0.02% | Aug 6, 2026 |
| Dearborn Partners LLC | Added 99.91% | +$25.4M | $50.8M | 1.41% | Aug 17, 2026 |
| Capital Fund Management S.A. | Added 29.46% | +$25.2M | $111M | 0.49% | Aug 13, 2026 |
| LBP Am SA | Added 117.02% | +$24.2M | $44.9M | 0.45% | Jul 24, 2026 |
| Cornerstone Advisors, LLC | New Buy | +$24M | $24M | 0.79% | Aug 7, 2026 |
| Brookstone Capital Management | Reduce 36.83% | -$23.8M | $40.8M | 0.41% | Jul 15, 2026 |
| Mediolanum International Funds Ltd | Added 20.15% | +$23.6M | $141M | 1.21% | Jul 23, 2026 |
| Polar Capital Holdings Plc | Added 15.01% | +$23.2M | $178M | 0.42% | Aug 14, 2026 |
| National Pension Service | Added 2.17% | +$22.8M | $1.08B | 0.69% | Aug 13, 2026 |
| Mission Wealth Management, LP | Added 211.85% | +$22.7M | $33.5M | 0.41% | Jul 20, 2026 |
| Insigneo Advisory Services, LLC | Added 462.67% | +$22.3M | $27.2M | 1.02% | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | Reduce 26.36% | -$22.1M | $61.8M | 0.42% | Aug 12, 2026 |
| Jennison Associates LLC | Reduce 15.91% | -$22M | $116M | 0.07% | Aug 3, 2026 |
| Vise Technologies, Inc. | Added 85.96% | +$21.8M | $47.1M | 0.53% | Aug 11, 2026 |
| Van Eck Associates Corp | Reduce 17.23% | -$21.6M | $104M | 0.06% | Aug 14, 2026 |
| Oribel Capital Management, LP | Sell 100% | -$21.3M | $0 | 0.00% | Aug 13, 2026 |
| Daiwa Securities Group Inc. | Added 11.21% | +$20.8M | $207M | 0.40% | Jul 31, 2026 |
| Vest Financial, LLC | Reduce 20.26% | -$20.6M | $81M | 0.85% | Jul 24, 2026 |
| Adage Capital Partners GP, L.L.C. | Reduce 4.94% | -$20.3M | $392M | 0.55% | Aug 14, 2026 |
| Zurich Insurance Group Ltd | Added 15.68% | +$20M | $148M | 1.02% | Aug 14, 2026 |
| Allied Investment Advisors, LLC | Reduce 48.15% | -$19.9M | $21.4M | 2.69% | Jul 20, 2026 |
| Capital International Sarl | Reduce 52.44% | -$19.9M | $18M | 0.26% | Aug 12, 2026 |
| FORA Capital, LLC | Sell 100% | -$19.6M | $0 | 0.00% | Aug 13, 2026 |
| Capital International, Inc. | Reduce 16.11% | -$18.6M | $96.8M | 0.68% | Aug 12, 2026 |
| UniSuper Management Pty Ltd | Added 50.21% | +$17.9M | $53.5M | 0.28% | Aug 14, 2026 |
| Soros Capital Management LLC | Added 98.79% | +$17.4M | $34.9M | 6.25% | Aug 14, 2026 |
| SIH Partners, LLLP | New Buy | +$17.1M | $17.1M | 0.11% | Aug 14, 2026 |
| Liontrust Investment Partners LLP | Reduce 62.33% | -$16.8M | $10.2M | 0.15% | Aug 18, 2026 |
| Calamos Advisors LLC | Added 11.57% | +$16.6M | $160M | 0.53% | Jul 31, 2026 |
| Tredje AP-fonden | Added 11.87% | +$16.4M | $154M | 0.70% | Aug 10, 2026 |
| Symmetry Investments LP | Added 154.36% | +$16.1M | $26.5M | 1.79% | Aug 14, 2026 |
| MUFG Securities EMEA plc | Reduce 45.49% | -$16M | $19.2M | 0.20% | Aug 12, 2026 |
| Rafferty Asset Management, LLC | Added 48.97% | +$15.8M | $48.1M | 0.11% | Aug 14, 2026 |
| FFG Partners, LLC | New Buy | +$15.1M | $15.1M | 4.30% | Jul 9, 2026 |