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Caterpillar
CAT

Overview Fund Activity

2,962 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
2,962
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 %
AWM
2851
Activest Wealth Management
Florida
$48.9K +$41.2K +106 +530%
PPC
2852
Park Place Capital
Alabama
$48.5K +$15.6K +40 +48%
RS
2853
Rakuten Securities
Japan
$47.8K -$97.8K -252 -67%
FNWA
2854
Financial Network Wealth Advisors
Utah
$47K +$2.72K +7 +6%
WA
2855
Whipplewood Advisors
Colorado
$45.4K -$124K -319 -73%
PA
2856
Pineridge Advisors
Missouri
$45.4K – – –
RFS
2857
Richardson Financial Services
Massachusetts
$45K +$23.5K +60 +109%
MPW
2858
MASECO Private Wealth
$44.8K +$44.8K +115 New
RBC
2859
Roble Belko & Company
Pennsylvania
$43K – – –
ECM
2860
Estabrook Capital Management
New York
$42.7K -$34.9K -90 -45%
CG
2861
Curat Global
New Hampshire
$42.7K +$3.88K +10 +10%
BAM
2862
Bellevue Asset Management
Washington
$41.3K – – –
WFA
2863
West Financial Advisors
Iowa
$40K – – –
HHMI
2864
Howard Hughes Medical Institute
Maryland
$40K +$40K +103 New
EWP
2865
Elevation Wealth Partners
California
$39.9K +$387 +1 +1%
NCM
2866
Northwest Capital Management
Oregon
$39.4K – – –
FDW
2867
Fourth Dimension Wealth
Ohio
$38.8K -$67.9K -175 -64%
KB
2868
Kimelman & Baird
New York
$38.8K – – –
AFG
2869
Albion Financial Group
Utah
$38.8K – – –
MAS
2870
MPWM Advisory Solutions
Georgia
$38.4K – – –
CIAS
2871
CBIZ Investment Advisory Services
Ohio
$38K +$18.6K +48 +96%
TWPM
2872
Total Wealth Planning & Management
Florida
$37.9K +$37.9K +10,200 New
RWS
2873
Retirement Wealth Solutions
Wisconsin
$37.5K +$386 +1 +1%
CFS
2874
Compass Financial Services
Iowa
$36.6K – – –
EPW
2875
Evergreen Private Wealth
Colorado
$36.5K +$5.44K +14 +18%
113 114
115
116 117