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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 %
ACM
2901
Anfield Capital Management
California
$22.9K – – –
IWM
2902
Inlight Wealth Management
Georgia
$22.5K – – –
KSWA
2903
Kathleen S. Wright Associates
Pennsylvania
$21K – – –
DWM
2904
Dogwood Wealth Management
Kansas
$20.9K -$736K -1,866 -97%
FRA
2905
Front Row Advisors
California
$19.8K – – –
FA
2906
Financial Avengers
California
$19.4K – – –
WOC
2907
West Oak Capital
California
$19.3K +$155 +40 +0.8%
TFM
2908
TFC Financial Management
Massachusetts
$18.3K +$5.06K +13 +38%
ACA
2909
Atlas Capital Advisors
Wyoming
$16.7K -$18.6K -48 -53%
CFG
2910
Chapman Financial Group
Hawaii
$16.3K +$16.3K +42 New
PCM
2911
Penserra Capital Management
California
$16K – – –
BFS
2912
Burkett Financial Services
South Carolina
$15.8K – – –
AP
2913
Aspect Partners
Virginia
$15.1K -$10.1K -26 -40%
CWM
2914
Copia Wealth Management
Oregon
$14.7K – – –
CWM
2915
Consultiva Wealth Management
Puerto Rico
$14.4K – – –
FGA
2916
Fortis Group Advisors
New Jersey
$14.4K – – –
ACM
2917
Accent Capital Management
Ohio
$14.4K +$14.4K +37 New
IRAG
2918
Investment Research & Advisory Group
Georgia
$13.7K – – –
RWM
2919
Rialto Wealth Management
New York
$13.6K +$3.49K +9 +35%
YAL
2920
Your Advocates Ltd
Texas
$13.6K – – –
SHIM
2921
Stone House Investment Management
Pennsylvania
$13.2K +$5.44K +14 +70%
SC
2922
Steph & Co
Wisconsin
$12.4K +$12.4K +32 New
WCM
2923
WealthTrak Capital Management
Virginia
$12K +$1.17K +3 +11%
BCM
2924
Blume Capital Management
California
$12K +$5.82K +15 +94%
JFG
2925
JDM Financial Group
Texas
$12K +$6.6K +17 +121%
115 116
117
118 119