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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 %
PPC
2851
Park Place Capital
Alabama
$48.5K +$15.6K +40 +48%
RS
2852
Rakuten Securities
Japan
$47.8K -$97.8K -252 -67%
FNWA
2853
Financial Network Wealth Advisors
Utah
$47K +$2.72K +7 +6%
WA
2854
Whipplewood Advisors
Colorado
$45.4K -$124K -319 -73%
PA
2855
Pineridge Advisors
Missouri
$45.4K – – –
RFS
2856
Richardson Financial Services
Massachusetts
$45K +$23.5K +60 +109%
MPW
2857
MASECO Private Wealth
$44.8K +$44.8K +115 New
RBC
2858
Roble Belko & Company
Pennsylvania
$43K – – –
ECM
2859
Estabrook Capital Management
New York
$42.7K -$34.9K -90 -45%
CG
2860
Curat Global
New Hampshire
$42.7K +$3.88K +10 +10%
BAM
2861
Bellevue Asset Management
Washington
$41.3K – – –
WFA
2862
West Financial Advisors
Iowa
$40K – – –
HHMI
2863
Howard Hughes Medical Institute
Maryland
$40K +$40K +103 New
EWP
2864
Elevation Wealth Partners
California
$39.9K +$387 +1 +1%
NCM
2865
Northwest Capital Management
Oregon
$39.4K – – –
FDW
2866
Fourth Dimension Wealth
Ohio
$38.8K -$67.9K -175 -64%
KB
2867
Kimelman & Baird
New York
$38.8K – – –
AFG
2868
Albion Financial Group
Utah
$38.8K – – –
MAS
2869
MPWM Advisory Solutions
Georgia
$38.4K – – –
CIAS
2870
CBIZ Investment Advisory Services
Ohio
$38K +$18.6K +48 +96%
TWPM
2871
Total Wealth Planning & Management
Florida
$37.9K +$37.9K +10,200 New
RWS
2872
Retirement Wealth Solutions
Wisconsin
$37.5K +$386 +1 +1%
CFS
2873
Compass Financial Services
Iowa
$36.6K – – –
EPW
2874
Evergreen Private Wealth
Colorado
$36.5K +$5.44K +14 +18%
1IA
2875
1620 Investment Advisors
Massachusetts
$35.7K -$330K -850 -90%
113 114
115
116 117