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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 %
GCM
2701
Gallacher Capital Management
Colorado
$207K -$322K -830 -61%
AWP
2702
Axis Wealth Partners
Rhode Island
$207K +$207K +534 New
CA
2703
Carson Advisory
Georgia
$207K +$207K +533 New
FCG
2704
Fielder Capital Group
Tennessee
$207K +$207K +533 New
FFG
2705
Floyd Financial Group
Missouri
$207K +$207K +520 New
AIA
2706
Alternative Investment Advisors
Florida
$205K +$205K +529 New
SFC
2707
Swisher Financial Concepts
Ohio
$205K +$205K +528 New
KW
2708
KWB Wealth
California
$205K – – –
CWM
2709
Cherrydale Wealth Management
New Jersey
$203K +$203K +523 New
FBT
2710
First Bank & Trust
South Dakota
$203K -$40K -103 -16%
SFS
2711
Strategic Financial Services
New York
$203K +$203K +522 New
JBA
2712
Johnson Bixby & Associates
Washington
$202K +$202K +521 New
JEST
2713
JTC Employer Solutions Trustee
Jersey
$202K – – –
PSFG
2714
Park Square Financial Group
Georgia
$202K -$1.17K -3 -0.6%
SMA
2715
Seven Mile Advisory
New Jersey
$202K +$202K +520 New
NDBT
2716
North Dallas Bank & Trust
Texas
$201K +$201K +519 New
SRC
2717
Sage Rhino Capital
California
$201K +$201K +518 New
TCM
2718
TD Capital Management
Tennessee
$200K +$174K +449 +670%
FI
2719
Financial Insights
Washington
$200K +$200K +516 New
IPW
2720
Impact Partnership Wealth
Georgia
$200K +$200K +516 New
AWA
2721
Amplius Wealth Advisors
Pennsylvania
$200K +$200K +516 New
Kayne Anderson Rudnick Investment Management
2722
Kayne Anderson Rudnick Investment Management
California
$199K +$71.1K +183 +56%
IWM
2723
IMG Wealth Management
Florida
$196K +$10.9K +28 +6%
CIM
2724
Contravisory Investment Management
Massachusetts
$194K -$771K -1,985 -80%
PAM
2725
Parvin Asset Management
South Dakota
$194K -$10.9K -28 -5%
107 108
109
110 111