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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 %
BL
2526
Balentine LLC
Georgia
$271K -$1.16M -2,987 -81%
1L
2527
10Elms LLP
Oklahoma
$271K -$59.4K -153 -18%
SA
2528
Sylvest Advisors
Texas
$271K +$388 +1 +0.1%
MP
2529
McDonald Partners
Ohio
$271K -$33.4K -86 -11%
LTAS
2530
Linden Thomas Advisory Services
North Carolina
$271K -$2.64M -6,792 -91%
KWM
2531
Kiker Wealth Management
Georgia
$270K +$4.27K +11 +2%
CCG
2532
Chatham Capital Group
Georgia
$270K – – –
MA
2533
MKT Advisors
California
$270K +$270K +690 New
CNWM
2534
Clay Northam Wealth Management
California
$270K – – –
JWM
2535
Jessup Wealth Management
Ohio
$269K +$269K +694 New
AIMA
2536
Ables Iannone Moore & Associates
Georgia
$269K +$1.16K +3 +0.4%
PPH
2537
Pure Portfolios Holdings
Oregon
$268K – – –
GFG
2538
Grantvest Financial Group
New Jersey
$268K -$38.8K -100 -13%
LGG
2539
Luts & Greenleigh Group
Maryland
$267K -$55.1K -142 -17%
CAC
2540
Certified Advisory Corp
Florida
$267K +$776 +2 +0.3%
PCFFS
2541
Pacific Center for Financial Services
California
$267K +$1.16K +3 +0.4%
ML
2542
Mayport LLC
Massachusetts
$267K -$13.6K -35 -5%
GD
2543
Grandfield & Dodd
New York
$267K +$267K +687 New
KOMWMG
2544
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K +$2.33K +6 +0.9%
GFL
2545
Granite FO LLC
New Hampshire
$266K – – –
SRC
2546
Shufro Rose & Co
New York
$265K – – –
PTB
2547
Pioneer Trust Bank
Oregon
$265K – – –
GI
2548
GAMCO Investors
Connecticut
$265K +$1.55K +4 +0.6%
BCI
2549
Blue Capital Inc
Nebraska
$264K +$264K +681 New
HFRG
2550
Houlihan Financial Resource Group
Virginia
$264K -$63K -150 -19%
100 101
102
103 104