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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 %
COFSG
2601
Carbahal Olsen Financial Services Group
California
$244K +$2.72K +7 +1%
BWA
2602
Blodgett Wealth Advisors
California
$243K -$77.7K -200 -24%
DAM
2603
Doheny Asset Management
California
$243K -$12K -31 -5%
RWP
2604
Revolve Wealth Partners
New Jersey
$243K -$22.9K -59 -9%
IWS
2605
Integrity Wealth Solutions
Colorado
$241K – – –
GWM
2606
GK Wealth Management
Nevada
$241K +$241K +621 New
WF
2607
WoodTrust Financial
Wisconsin
$240K +$240K +617 New
RC
2608
Rovin Capital
Arizona
$240K +$240K +618 New
BLAM
2609
Bourne Lent Asset Management
New York
$240K – – –
CWMGO
2610
Capstone Wealth Management Group (Oregon)
Oregon
$240K -$100K -258 -29%
SG
2611
Sharper & Granite
California
$239K +$239K +600 New
IFS
2612
Ifrah Financial Services
Arkansas
$239K -$24.8K -64 -9%
DFA
2613
Delta Financial Advisors
Louisiana
$238K -$15.5K -40 -6%
PWAC
2614
Private Wealth Advisors (California)
California
$237K +$777 +2 +0.3%
CC
2615
Capital Counsel
New York
$237K – – –
AOWM
2616
Alpha Omega Wealth Management
Virginia
$237K -$4.27K -11 -2%
BA
2617
Brightwater Advisory
Florida
$236K +$236K +609 New
BWFA
2618
Baltimore-Washington Financial Advisors
Maryland
$236K -$1.55K -4 -0.7%
TM
2619
TigerOak Management
New Mexico
$235K +$235K +606 New
UAM
2620
Unison Asset Management
Florida
$235K +$235K +606 New
JWM
2621
JGP Wealth Management
Oregon
$235K +$235K +605 New
JE
2622
JMAC Enterprises
Pennsylvania
$234K +$234K +604 New
LWA
2623
Lifelong Wealth Advisors
Minnesota
$234K +$234K +604 New
LWM
2624
LongView Wealth Management
Georgia
$234K +$234K +602 New
RB
2625
Renasant Bank
Mississippi
$234K -$10.1K -26 -4%
103 104
105
106 107