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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 %
C1AG
2676
Client 1st Advisory Group
Florida
$217K +$217K +559 New
TTIC
2677
Tower Trust & Investment Company
Iowa
$216K – – –
PFM
2678
Phillips Financial Management
Indiana
$216K +$216K +556 New
CFO
2679
Collective Family Office
Pennsylvania
$215K +$215K +555 New
RFN
2680
RDA Financial Network
Iowa
$215K -$1.04M -2,690 -83%
BDA
2681
Borer Denton & Associates
Pennsylvania
$215K +$215K +553 New
FA
2682
Fermata Advisors
California
$215K -$707K -1,822 -77%
PAS
2683
PKS Advisory Services
New York
$214K +$214K +551 New
SSI
2684
Scott & Selber Inc
Texas
$214K +$214K +550 New
SLC
2685
Second Line Capital
Louisiana
$214K +$214K +551 New
NFTC
2686
North Forty Two & Co
Oregon
$214K +$214K +550 New
WAM
2687
Wakefield Asset Management
Colorado
$214K +$214K +550 New
PCM
2688
Prospera Capital Management
Arizona
$213K +$213K +549 New
HWM
2689
Hemington Wealth Management
Virginia
$213K -$1.16K -3 -0.5%
ACP
2690
Aviance Capital Partners
Florida
$213K +$213K +548 New
EW
2691
Element Wealth
Mississippi
$212K +$212K +547 New
TFIPS
2692
Towarzystwo Funduszy Inwestycyjnych PZU SA
$210K +$17.5K +45 +9%
FFG
2693
Fortress Financial Group
Minnesota
$209K +$209K +539 New
TWP
2694
Triad Wealth Partners
Kansas
$209K +$209K +539 New
CA
2695
Claro Advisors
Massachusetts
$209K -$325K -836 -61%
BWG
2696
Boomfish Wealth Group
Georgia
$209K +$209K +538 New
VBWMG
2697
Von Berge Wealth Management Group
California
$209K +$209K +500 New
DPI
2698
Diversified Portfolios Inc
Michigan
$208K +$208K +537 New
SHFA
2699
SC&H Financial Advisors
Maryland
$208K +$208K +536 New
DWG
2700
Darden Wealth Group
Michigan
$208K +$208K +535 New
106 107
108
109 110