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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 %
BCM
2626
Beddow Capital Management
Wyoming
$233K -$146K -375 -38%
DDPIC
2627
Deroy & Devereaux Private Investment Counsel
Michigan
$233K +$233K +600 New
NLWP
2628
Next Level Wealth Planning
Idaho
$233K -$4.66K -12 -2%
SRC
2629
Stone Run Capital
New York
$233K +$233K +600 New
TWM
2630
Tolleson Wealth Management
Texas
$233K +$233K +600 New
OL
2631
one8zero8 LLC
North Carolina
$233K -$88.1K -227 -27%
MW
2632
Maia Wealth
Colorado
$233K +$233K +599 New
MCB
2633
Morton Community Bank
Illinois
$232K +$232K +597 New
CCP
2634
Cushing Capital Partners
Wisconsin
$231K +$231K +596 New
HCM
2635
Hall Capital Management
Rhode Island
$231K +$231K +595 New
GHA
2636
Granite Harbor Advisors
Texas
$230K +$230K +593 New
BWM
2637
BCO Wealth Management
New Mexico
$230K +$230K +592 New
WCP
2638
Wealthcare Capital Partners
Pennsylvania
$230K -$9.31K -24 -4%
OCM
2639
Objective Capital Management
Ohio
$229K +$229K +591 New
PCP
2640
Panoramic Capital Partners
Oregon
$229K +$229K +576 New
CCM
2641
Colorado Capital Management
Colorado
$228K -$28.7K -74 -11%
MCM
2642
Morton Capital Management
California
$228K -$13.2K -34 -5%
ALA
2643
Atlas Legacy Advisors
California
$227K +$227K +586 New
CG
2644
CFO4Life Group
Texas
$227K +$227K +586 New
PSB
2645
Piscataqua Savings Bank
New Hampshire
$227K – – –
PSFG
2646
Prairie Sky Financial Group
Illinois
$227K +$227K +585 New
DWM
2647
DKM Wealth Management
California
$227K +$227K +585 New
ACM
2648
Aspen Capital Management
Idaho
$227K +$227K +584 New
GIP
2649
Greatmark Investment Partners
Georgia
$226K +$226K +583 New
NRW
2650
Nova R Wealth
Kansas
$226K +$226K +583 New
104 105
106
107 108