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Caterpillar
CAT

Overview Fund Activity

2,963 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 276 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
2,963
Holders Change
+103
Holders Change %
+3.6%
% of All Funds
39.72%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
276
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
Nuveen LLC
North Carolina
+$421M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$387M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$277M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.35B
2
BlackRock
BlackRock
New York
-$603M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$534M
4
Bank of America
Bank of America
North Carolina
-$424M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
2476
Wellington Shields Capital Management
New York
$291K +$194K +500 +200%
WWP
2477
Waypoint Wealth Partners
California
$291K +$291K +750 New
SAM
2478
Secure Asset Management
Michigan
$291K +$291K +749 New
SHF
2479
Safe Harbor Fiduciary
Florida
$290K -$11.6K -30 -4%
HC
2480
Hourglass Capital
Texas
$290K – – –
HWMG
2481
Hurlow Wealth Management Group
Indiana
$290K – – –
SWA
2482
SOA Wealth Advisors
New York
$289K +$167K +430 +137%
SWM
2483
SilverOak Wealth Management
Minnesota
$289K +$289K +744 New
MCM
2484
Maple Capital Management
Vermont
$289K -$53.6K -138 -16%
TA
2485
TrueWealth Advisors
Alabama
$289K +$777 +2 +0.3%
KWA
2486
Kondo Wealth Advisors
California
$288K +$391 +1 +0.1%
PPWM
2487
Paragon Private Wealth Management
Kentucky
$287K +$49.7K +128 +21%
BP
2488
Broadleaf Partners
Ohio
$287K – – –
Q
2489
QVR
California
$285K +$285K +734 New
PWA
2490
Physician Wealth Advisors
Utah
$285K +$15.9K +41 +6%
PCH
2491
PGIM Custom Harvest
New Jersey
$284K +$29.9K +77 +12%
PCM
2492
Piedmont Capital Management
Montana
$284K – – –
UPS
2493
UHLMANN PRICE SECURITIES
Illinois
$283K +$29.1K +75 +11%
WFA
2494
Websterrogers Financial Advisors
South Carolina
$283K – – –
TBT
2495
Texas Bank & Trust
Texas
$282K +$27.2K +70 +11%
XPN
2496
XY Planning Network
Montana
$282K +$282K +726 New
EL
2497
EWA LLC
Pennsylvania
$282K -$30.7K -79 -10%
CPWA
2498
Cerro Pacific Wealth Advisors
California
$281K -$14.8K -38 -5%
FWP
2499
Fiduciary Wealth Partners
Massachusetts
$280K +$227K +584 +426%
HBS
2500
Howard Bailey Securities
Indiana
$280K +$3.88K +10 +1%
98 99
100
101 102