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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 %
HWM
2801
Horizons Wealth Management
North Carolina
$96.7K – – –
M
2802
MOTCO
Texas
$96.4K -$67.5K -154 -41%
IHWM
2803
Iron Horse Wealth Management
Iowa
$95.9K +$39.2K +101 +69%
DWM
2804
Darwin Wealth Management
Florida
$95.7K -$16.7K -43 -15%
HFS
2805
Hughes Financial Services
Virginia
$95K – – –
KPP
2806
Kings Path Partners
Texas
$92K – – –
WA
2807
WPG Advisers
Maryland
$91.2K -$3.88K -10 -4%
VT
2808
Volterra Technologies
New York
$91.2K +$91.2K +235 New
WWM
2809
Wolff Wiese Magana
California
$90.8K – – –
CCMI
2810
Creative Capital Management Investments
California
$88.5K – – –
HCM
2811
Horrell Capital Management
Arkansas
$87.7K – – –
MWA
2812
Moser Wealth Advisors
Washington
$85.4K – – –
CYG
2813
Clean Yield Group
Vermont
$84.6K – – –
MSWA
2814
Marshall & Sterling Wealth Advisors
New York
$84.1K -$2.33K -6 -3%
CH
2815
Canton Hathaway
Rhode Island
$84K – – –
APW
2816
Atlantic Private Wealth
North Carolina
$83.4K +$388 +1 +0.5%
CA
2817
Centerpoint Advisors
Massachusetts
$83K – – –
MMCM
2818
Murphy & Mullick Capital Management
New York
$81.9K – – –
CCC
2819
Chelsea Counsel Company
California
$77.6K – – –
EPIME
2820
Evelyn Partners Investment Management (Europe)
$77.6K -$2.24M -5,786 -97%
CAL
2821
Capital Advisors Ltd
Ohio
$77K -$1.16K -3 -1%
GGI
2822
Godsey & Gibb Inc
Virginia
$74.9K – – –
PWM
2823
Proathlete Wealth Management
Florida
$74.6K +$1.55K +4 +2%
NECFA
2824
New England Capital Financial Advisors
Connecticut
$73.5K – – –
TCM
2825
TruNorth Capital Management
Michigan
$73.4K -$5.82K -15 -7%
111 112
113
114 115