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Caterpillar
CAT

Overview Fund Activity

2,950 hedge funds and large institutions have $127B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 273 funds opening new positions, 1,127 increasing their positions, 1,104 reducing their positions, and 122 closing their positions.

Holders
2,950
Holders Change
+90
Holders Change %
+3.15%
% of All Funds
39.6%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.85%
New
273
Increased
1,127
Reduced
1,104
Closed
122
Calls
$2.19B
Puts
$2.42B
Net Calls
-$227M
Net Calls Change
-$477M

Top Buyers

1
NL
1
Nuveen LLC
North Carolina
$918M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$504M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$720M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$327M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$296M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.78B
2
BlackRock
2
BlackRock
New York
$13.1B
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$14.9M
4
Bank of America
4
Bank of America
North Carolina
$1.98B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$88M
Name Market Value Shares Shares
Change 		Shares
Change %
CM
2976
Churchill Management
California
– – -19,797 Closed
LC
2977
Legacy CG
Texas
– – -15,871 Closed
RCM
2978
Regency Capital Management
Hawaii
– – -11,757 Closed
RCM
2979
Rokos Capital Management
United Kingdom
– – -10,558 Closed
YIH
2980
Y-Intercept (HK)
Hong Kong
– – -9,025 Closed
TL
2981
Tradewinds LLC
North Carolina
– – -8,252 Closed
CGIM
2982
Capital Group Investment Management
Singapore
– – -8,246 Closed
LSPW
2983
Lake Street Private Wealth
Illinois
– – -7,711 Closed
FCM
2984
Fieldview Capital Management
Michigan
– – -7,160 Closed
SF
2985
Slagle Financial
Illinois
– – -6,828 Closed
AIM
2986
Aigen Investment Management
New York
– – -6,710 Closed
MWM
2987
MFG Wealth Management
Indiana
– – -6,589 Closed
PSC
2988
Portman Square Capital
United Kingdom
– – -6,464 Closed
IWS
2989
Insight Wealth Strategies
California
– – -6,441 Closed
GMFG
2990
Greater Midwest Financial Group
Minnesota
– – -6,262 Closed
DLCIG
2991
D.L. Carlson Investment Group
New Hampshire
– – -6,205 Closed
VF
2992
Virtu Financial
New York
– – -6,121 Closed
WAM
2993
Wolverine Asset Management
Illinois
– – -5,388 Closed
CCA
2994
Corps Capital Advisors
Texas
– – -5,060 Closed
BCM
2995
Bridgeway Capital Management
Texas
– – -4,940 Closed
AA
2996
ABC Arbitrage
France
– – -4,498 Closed
BPAMU
2997
BTG Pactual Asset Management US
New York
– – -4,298 Closed
CC
2998
Centiva Capital
New York
– – -3,855 Closed
NRD
2999
Nebula Research & Development
New York
– – -3,775 Closed
BDWCC
3000
B&D White Capital Company
Texas
– – -3,500 Closed
118 119
120
121 122