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Caterpillar
CAT

Overview Fund Activity

2,960 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 274 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
2,960
Holders Change
+101
Holders Change %
+3.53%
% of All Funds
39.7%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
274
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
1
Nuveen LLC
North Carolina
$918M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$504M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$720M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$327M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$296M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.78B
2
BlackRock
2
BlackRock
New York
$13.1B
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$14.9M
4
Bank of America
4
Bank of America
North Carolina
$1.98B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
251
Banco Santander
Spain
$32.4M +$1.1M +2,822 +4%
DADC
252
D.A. Davidson & Co
Montana
$32.1M +$688K +1,771 +2%
Point72 Asset Management
253
Point72 Asset Management
Connecticut
$31.6M +$31.6M +81,351 New
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
$31.5M +$1.99M +5,130 +7%
TAM
255
Tocqueville Asset Management
New York
$31.4M -$18.8M -48,441 -37%
OIAM
256
OFI Invest Asset Management
France
$31.2M -$7.6M -22,966 -20%
MNA
257
Manning & Napier Advisors
New York
$31M -$8.8M -22,674 -22%
AF
258
Allworth Financial
California
$31M +$6.87M +17,693 +28%
WIC
259
Willis Investment Counsel
Georgia
$30.9M +$2.26M +5,830 +8%
Nomura Holdings
260
Nomura Holdings
Japan
$30.8M +$24.5M +63,153 +393%
SC
261
Scotia Capital
Ontario, Canada
$30.7M +$2.58M +6,647 +9%
VDI
262
Vaughan David Investments
Illinois
$30.6M -$70.7K -182 -0.2%
RFC
263
Regions Financial Corp
Alabama
$30.5M -$491K -1,265 -2%
URS
264
Utah Retirement Systems
Utah
$30.5M -$549K -1,413 -2%
NAM
265
NorthCrest Asset Manangement
Minnesota
$29.9M -$378K -949 -1%
LCS
266
Levin Capital Strategies
New York
$29.5M -$1.26M -3,251 -4%
EF
267
Empowered Funds
Pennsylvania
$29.5M +$7.16M +18,436 +32%
ACM
268
Advisors Capital Management
New Jersey
$29.5M +$1.44M +3,713 +5%
DWM
269
Dakota Wealth Management
Florida
$29.4M +$15.5M +39,839 +111%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$29.2M -$6.61M -17,039 -18%
PFS
271
Prospera Financial Services
Texas
$29.1M -$11.9M -30,557 -29%
PAG
272
Private Advisor Group
New Jersey
$28.8M +$3.46M +8,912 +14%
Lido Advisors
273
Lido Advisors
California
$28.5M +$6.43M +16,570 +29%
CWM
274
Congress Wealth Management
Massachusetts
$28.4M -$560K -1,443 -2%
P
275
&Partners
Tennessee
$28.1M +$7.55M +19,425 +37%
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