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Caterpillar
CAT

Overview Fund Activity

2,965 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,133 increasing their positions, 1,107 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,965
Holders Change
+105
Holders Change %
+3.67%
% of All Funds
39.73%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
277
Increased
1,133
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 %
PGAM
2676
Princeton Global Asset Management
New Jersey
$217K +$54K +139 +33%
C1AG
2677
Client 1st Advisory Group
Florida
$217K +$217K +559 New
TTIC
2678
Tower Trust & Investment Company
Iowa
$216K – – –
PFM
2679
Phillips Financial Management
Indiana
$216K +$216K +556 New
CFO
2680
Collective Family Office
Pennsylvania
$215K +$215K +555 New
RFN
2681
RDA Financial Network
Iowa
$215K -$1.04M -2,690 -83%
BDA
2682
Borer Denton & Associates
Pennsylvania
$215K +$215K +553 New
FA
2683
Fermata Advisors
California
$215K -$707K -1,822 -77%
PAS
2684
PKS Advisory Services
New York
$214K +$214K +551 New
SSI
2685
Scott & Selber Inc
Texas
$214K +$214K +550 New
SLC
2686
Second Line Capital
Louisiana
$214K +$214K +551 New
NFTC
2687
North Forty Two & Co
Oregon
$214K +$214K +550 New
WAM
2688
Wakefield Asset Management
Colorado
$214K +$214K +550 New
PCM
2689
Prospera Capital Management
Arizona
$213K +$213K +549 New
HWM
2690
Hemington Wealth Management
Virginia
$213K -$1.16K -3 -0.5%
ACP
2691
Aviance Capital Partners
Florida
$213K +$213K +548 New
EW
2692
Element Wealth
Mississippi
$212K +$212K +547 New
TFIPS
2693
Towarzystwo Funduszy Inwestycyjnych PZU SA
$210K +$17.5K +45 +9%
FFG
2694
Fortress Financial Group
Minnesota
$209K +$209K +539 New
TWP
2695
Triad Wealth Partners
Kansas
$209K +$209K +539 New
CA
2696
Claro Advisors
Massachusetts
$209K -$325K -836 -61%
BWG
2697
Boomfish Wealth Group
Georgia
$209K +$209K +538 New
VBWMG
2698
Von Berge Wealth Management Group
California
$209K +$209K +500 New
DPI
2699
Diversified Portfolios Inc
Michigan
$208K +$208K +537 New
SHFA
2700
SC&H Financial Advisors
Maryland
$208K +$208K +536 New
106 107
108
109 110