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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 %
IHWM
2801
Iron Horse Wealth Management
Iowa
$95.9K +$39.2K +101 +69%
DWM
2802
Darwin Wealth Management
Florida
$95.7K -$16.7K -43 -15%
HFS
2803
Hughes Financial Services
Virginia
$95K – – –
KPP
2804
Kings Path Partners
Texas
$92K – – –
WA
2805
WPG Advisers
Maryland
$91.2K -$3.88K -10 -4%
VT
2806
Volterra Technologies
New York
$91.2K +$91.2K +235 New
WWM
2807
Wolff Wiese Magana
California
$90.8K – – –
CCMI
2808
Creative Capital Management Investments
California
$88.5K – – –
HCM
2809
Horrell Capital Management
Arkansas
$87.7K – – –
MWA
2810
Moser Wealth Advisors
Washington
$85.4K – – –
CYG
2811
Clean Yield Group
Vermont
$84.6K – – –
MSWA
2812
Marshall & Sterling Wealth Advisors
New York
$84.1K -$2.33K -6 -3%
CH
2813
Canton Hathaway
Rhode Island
$84K – – –
APW
2814
Atlantic Private Wealth
North Carolina
$83.4K +$388 +1 +0.5%
CA
2815
Centerpoint Advisors
Massachusetts
$83K – – –
MMCM
2816
Murphy & Mullick Capital Management
New York
$81.9K – – –
CCC
2817
Chelsea Counsel Company
California
$77.6K – – –
EPIME
2818
Evelyn Partners Investment Management (Europe)
$77.6K -$2.24M -5,786 -97%
CAL
2819
Capital Advisors Ltd
Ohio
$77K -$1.16K -3 -1%
GGI
2820
Godsey & Gibb Inc
Virginia
$74.9K – – –
PWM
2821
Proathlete Wealth Management
Florida
$74.6K +$1.55K +4 +2%
NECFA
2822
New England Capital Financial Advisors
Connecticut
$73.5K – – –
TCM
2823
TruNorth Capital Management
Michigan
$73.4K -$5.82K -15 -7%
BGAI
2824
Bruce G. Allen Investments
Colorado
$72.6K -$32.6K -84 -31%
DF
2825
Dunhill Financial
United Kingdom
$71.7K -$390 -1 -0.5%
111 112
113
114 115