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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 %
NIA
2576
NIA Impact Advisors
California
$253K – – –
OC
2577
Optima Capital
Oregon
$253K +$4.66K +12 +2%
BW
2578
BIP Wealth
Georgia
$253K -$14.4K -37 -5%
BPFA
2579
Barnes Pettey Financial Advisors
Mississippi
$252K – – –
AFM
2580
Aspetuck Financial Management
Connecticut
$252K – – –
SWTS
2581
Stonehaven Wealth & Tax Solutions
Wisconsin
$251K – – –
CVM
2582
Cheviot Value Management
California
$251K -$14.6K -35 -5%
BTWM
2583
Brass Tax Wealth Management
Ohio
$251K +$388 +1 +0.2%
PS
2584
Planned Solutions
California
$250K -$7.38K -19 -3%
OF
2585
Optimize Financial
California
$250K -$1.55K -4 -0.6%
RWI
2586
Red Wave Investments
Pennsylvania
$250K +$8.92K +23 +4%
TWA
2587
Talisman Wealth Advisors
New Jersey
$249K +$4.27K +11 +2%
KA
2588
KDT Advisors
New York
$248K +$248K +640 New
CSI
2589
Clark & Stuart Inc
Maine
$248K -$19.4K -50 -7%
JA
2590
JVL Associates
Michigan
$248K +$248K +639 New
CFG
2591
Carter Financial Group
Illinois
$247K +$247K +637 New
PCA
2592
Peddock Capital Advisors
Massachusetts
$247K – – –
RH
2593
RFG Holdings
Texas
$247K +$247K +635 New
SIAG
2594
Safeguard Investment Advisory Group
California
$246K +$246K +636 New
VBFP
2595
Valtinson Bruner Financial Planning
Minnesota
$246K -$7.76K -20 -3%
SL
2596
Salomon & Ludwin
Virginia
$246K +$398 +1 +0.2%
WRPWM
2597
Werba Rubin Papier Wealth Management
California
$245K +$8.15K +21 +3%
BWM
2598
BlackDiamond Wealth Management
New York
$245K +$245K +626 New
BA
2599
Bristlecone Advisors
Washington
$244K -$172K -444 -41%
YWS
2600
Yarger Wealth Strategies
Ohio
$244K +$244K +628 New
102 103
104
105 106