CAT icon

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 %
PMA
2551
Prudent Man Advisors
Illinois
$264K -$224K – –
GAM
2552
Gemmer Asset Management
California
$263K -$2.33K -6 -0.9%
A
2553
Argentarii
Ohio
$262K +$11.6K +30 +5%
LI
2554
LifeWealth Investments
Florida
$262K +$6.6K +17 +3%
TFP
2555
Tilia Fiduciary Partners
North Carolina
$261K – – –
CAM
2556
Claret Asset Management
Quebec, Canada
$261K -$1.16K -3 -0.4%
BSHC
2557
Breed's Hill Capital
Massachusetts
$261K – – –
BBI
2558
Baxter Bros Inc
Connecticut
$260K -$29.1K -75 -10%
TC
2559
Trust Company
Kansas
$260K +$59K +152 +29%
GWA
2560
Gibson Wealth Advisors
Texas
$260K +$260K +670 New
SLT
2561
St Louis Trust
Missouri
$259K – – –
SIC
2562
Sterling Investment Counsel
New York
$259K -$161K -414 -38%
CWM
2563
CCG Wealth Management
California
$259K +$259K +667 New
MWM
2564
Meritas Wealth Management
California
$259K – – –
NWA
2565
New World Advisors
Massachusetts
$258K +$258K +664 New
EA
2566
Enclave Advisors
Texas
$257K -$10.9K -28 -4%
HWP
2567
Hibernia Wealth Partners
Louisiana
$256K +$256K +661 New
PFWA
2568
Paces Ferry Wealth Advisors
Georgia
$255K -$10.5K -27 -4%
AF
2569
Alerus Financial
North Dakota
$255K -$10.9K -28 -4%
PP
2570
Patron Partners
Texas
$255K -$4.27K -11 -2%
AF
2571
Aldebaran Financial
$255K – – –
OFS
2572
OMC Financial Services
New York
$254K – – –
VV
2573
Verity & Verity
South Carolina
$254K -$10.9K -28 -4%
CFGA
2574
Cambridge Financial Group (Arizona)
Arizona
$254K – – –
HI
2575
Human Investing
Oregon
$253K -$18.6K -48 -7%
101 102
103
104 105