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Caterpillar
CAT

Overview Fund Activity

2,961 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 275 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
2,961
Holders Change
+102
Holders Change %
+3.57%
% of All Funds
39.71%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
275
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 %
WCM
2776
Winthrop Capital Management
Indiana
$118K – – –
CMP
2777
Coston McIsaac & Partners
Maine
$118K +$1.16K +3 +1%
IUHSA
2778
Itau Unibanco Holding S.A.
Brazil
$118K -$13.2K -34 -10%
HFM
2779
Harvest Fund Management
China
$116K -$176K -452 -60%
GWSA
2780
Global Wealth Strategies & Associates
Colorado
$116K – – –
TH
2781
TCTC Holdings
Texas
$113K – – –
BL
2782
BFSG LLC
California
$113K -$2.33K -6 -2%
WTFG
2783
Wood Tarver Financial Group
Idaho
$112K +$6.54K +17 +6%
HB
2784
Horizon Bancorp
Indiana
$111K +$111K +285 New
FC
2785
Fairscale Capital
New Hampshire
$111K +$67.5K +154 +156%
CB
2786
Centennial Bank
Arkansas
$110K +$8.54K +22 +8%
POIA
2787
Pin Oak Investment Advisors
Texas
$109K -$77.8K -237 -42%
TFGT
2788
TS Financial Group (TSFG)
Illinois
$108K +$9.68K +25 +10%
FFWM
2789
Future Financial Wealth Management
Ohio
$108K +$3.49K +9 +3%
BC
2790
Barrett & Company
Rhode Island
$104K – – –
WAS
2791
Winch Advisory Services
Wisconsin
$104K +$93.5K +241 +927%
TVWM
2792
Tower View Wealth Management
Wisconsin
$103K +$103K +265 New
HC
2793
Hurley Capital
New York
$100K +$389 +1 +0.4%
DWA
2794
Delos Wealth Advisors
Texas
$99.8K +$99.8K +257 New
AAM
2795
Alphadyne Asset Management
New York
$99.4K +$99.4K +256 New
CPG
2796
Cornerstone Planning Group
New Jersey
$97.9K -$88.7K -204 -48%
MIM
2797
MTM Investment Management
South Carolina
$97.4K +$97.4K +251 New
SJIM
2798
St. Johns Investment Management
Florida
$97.1K – – –
HWM
2799
Horizons Wealth Management
North Carolina
$96.7K – – –
M
2800
MOTCO
Texas
$96.4K -$67.5K -154 -41%
110 111
112
113 114