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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 %
BC
2501
Belmont Capital
California
$280K – – –
RFG
2502
REAP Financial Group
Texas
$279K +$131K +338 +89%
IAG
2503
Ipsen Advisor Group
Arkansas
$279K +$1.16K +3 +0.4%
PFM
2504
Patton Fund Management
Texas
$279K +$279K +718 New
CWI
2505
Conscious Wealth Investments
Florida
$278K – – –
CG
2506
Clarus Group
Texas
$278K +$777 +2 +0.3%
RGC
2507
Roberts, Glore & Co
Illinois
$277K – – –
NFC
2508
Northeast Financial Consultants
Connecticut
$276K +$276K +712 New
BDF
2509
Black Diamond Financial
Maryland
$276K -$57.5K -148 -17%
AWA
2510
Aletheian Wealth Advisors
Washington
$276K -$1.55K -4 -0.6%
BCG
2511
Bravias Capital Group
New Jersey
$276K +$276K +710 New
USWIA
2512
UP Strategic Wealth Investment Advisors
Pennsylvania
$275K -$21.4K -55 -7%
LA
2513
Lynch & Associates
Indiana
$275K – – –
BHWM
2514
Beaird Harris Wealth Management
Texas
$274K +$48.1K +124 +21%
GP
2515
Geneva Partners
Wisconsin
$274K – – –
OFG
2516
Oxford Financial Group
Indiana
$274K -$80.8K -208 -23%
EBSAM
2517
Eubel Brady & Suttman Asset Management
Ohio
$274K – – –
OCM
2518
Orion Capital Management
California
$274K -$44.6K -115 -14%
JFL
2519
Jarislowsky, Fraser Ltd
Quebec, Canada
$274K – – –
FAG
2520
Fortitude Advisory Group
Washington
$273K +$3.88K +10 +1%
AIA
2521
AssuredPartners Investment Advisors
Florida
$272K -$14.4K -37 -5%
BA
2522
Ballast Advisors
Minnesota
$272K – – –
CFO
2523
Capitol Family Office
Oregon
$272K -$10.9K -28 -4%
CWP
2524
Core Wealth Partners
California
$272K – – –
KIA
2525
Knollwood Investment Advisory
Maryland
$272K – – –
99 100
101
102 103