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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 %
SC
2726
Stephens Consulting
Michigan
$191K -$52K -134 -21%
EC
2727
Elequin Capital
New York
$189K +$189K +487 New
SIS
2728
Strategic Investment Solutions
Illinois
$189K +$39.6K +102 +27%
CWM
2729
Centricity Wealth Management
Ohio
$188K +$388 +1 +0.2%
BFPW
2730
BOK Financial Private Wealth
Colorado
$185K – – –
GC
2731
GFG Capital
Florida
$182K +$182K +469 New
FFA
2732
Frazier Financial Advisors
Ohio
$181K – – –
NC
2733
North Capital
Utah
$180K -$5.82K -15 -3%
IWP
2734
IAG Wealth Partners
Wisconsin
$179K -$1.94K -5 -1%
UFF
2735
USA Financial Formulas
Michigan
$179K -$27.2K -70 -13%
T
2736
Transce3nd
Texas
$178K -$14K -36 -7%
CIA
2737
Cape Investment Advisory
Georgia
$175K +$1.55K +4 +0.9%
WPWM
2738
Western Pacific Wealth Management
Illinois
$175K +$175K +450 New
AWM
2739
AllSquare Wealth Management
New York
$174K – – –
BFP
2740
Briaud Financial Planning
Texas
$173K – – –
CTWM
2741
Cherry Tree Wealth Management
Minnesota
$173K – – –
C
2742
Covestor
United Kingdom
$172K +$14K +36 +9%
PP
2743
PrairieView Partners
Minnesota
$171K – – –
RP
2744
Rowlandmiller & Partners
Georgia
$167K – – –
HFS
2745
Hopwood Financial Services
Virginia
$165K +$388 +1 +0.2%
AT
2746
Avalon Trust
New Mexico
$163K -$38.8K -100 -19%
WBC
2747
West Branch Capital
Massachusetts
$163K +$6.21K +16 +4%
NC
2748
NewSquare Capital
Pennsylvania
$161K +$70.3K +181 +77%
UIA
2749
Ulland Investment Advisors
Minnesota
$161K -$38.8K -100 -19%
BI
2750
Binnacle Investments
Iowa
$160K +$1.17K +3 +0.7%
108 109
110
111 112