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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 %
DW30
2651
Drucker Wealth 3.0
New Jersey
$226K +$226K +561 New
HFF
2652
Halter Ferguson Financial
Indiana
$226K +$226K +581 New
OWA
2653
Octavia Wealth Advisors
Ohio
$225K -$74.9K -193 -25%
HP
2654
Hilltop Partners
Indiana
$225K +$225K +580 New
LWM
2655
LeConte Wealth Management
Tennessee
$225K +$225K +580 New
PB
2656
Pinnacle Bancorp
Nebraska
$225K – – –
OA
2657
Oak Associates
Ohio
$225K +$225K +579 New
WSWA
2658
Warren Street Wealth Advisors
California
$225K +$225K +579 New
MPM
2659
Meritage Portfolio Management
Kansas
$224K +$224K +578 New
MWA
2660
Motive Wealth Advisors
Michigan
$224K +$224K +577 New
OIC
2661
Orion Investment Company
Missouri
$223K +$223K +575 New
TAM
2662
TCP Asset Management
Ohio
$223K +$223K +575 New
SW
2663
Solidarity Wealth
Utah
$223K -$2.14M -5,500 -91%
CAS
2664
Coppell Advisory Solutions
Texas
$223K +$223K +578 New
FWM
2665
Forza Wealth Management
Florida
$222K +$222K +573 New
WFA
2666
Wellspring Financial Advisors
Ohio
$221K +$221K +570 New
MSG
2667
Main Street Group
Virginia
$220K -$4.66K -12 -2%
WCG
2668
Weaver Consulting Group
California
$219K +$219K +564 New
RIG
2669
Renaissance Investment Group
Massachusetts
$219K +$219K +563 New
AWG
2670
Altus Wealth Group
Colorado
$218K -$36.1K -93 -14%
WIM
2671
Waverton Investment Management
United Kingdom
$218K +$218K +562 New
CIG
2672
Cascade Investment Group
Colorado
$218K +$218K +561 New
CCWM
2673
Correct Capital Wealth Management
Missouri
$217K +$217K +560 New
UW
2674
Unique Wealth
Florida
$217K +$217K +560 New
PGAM
2675
Princeton Global Asset Management
New Jersey
$217K +$54K +139 +33%
105 106
107
108 109