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Caterpillar
CAT

Overview Fund Activity

2,960 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 274 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
2,960
Holders Change
+101
Holders Change %
+3.53%
% of All Funds
39.7%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
274
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
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 Holding Trade Value Shares
Change 		Shares
Change %
Temasek Holdings
2976
Temasek Holdings
Singapore
– -$8.29M -25,122 Closed
ET
2977
Entropy Technologies
New York
– -$7.31M -22,173 Closed
CM
2978
Churchill Management
California
– -$6.53M -19,797 Closed
LC
2979
Legacy CG
Texas
– -$5.23M -15,871 Closed
RCM
2980
Regency Capital Management
Hawaii
– -$3.88M -11,757 Closed
RCM
2981
Rokos Capital Management
United Kingdom
– -$3.48M -10,558 Closed
YIH
2982
Y-Intercept (HK)
Hong Kong
– -$2.98M -9,025 Closed
TL
2983
Tradewinds LLC
North Carolina
– -$2.72M -8,252 Closed
CGIM
2984
Capital Group Investment Management
Singapore
– -$2.72M -8,246 Closed
LSPW
2985
Lake Street Private Wealth
Illinois
– -$2.54M -7,711 Closed
FCM
2986
Fieldview Capital Management
Michigan
– -$2.36M -7,160 Closed
SF
2987
Slagle Financial
Illinois
– -$2.25M -6,828 Closed
AIM
2988
Aigen Investment Management
New York
– -$2.21M -6,710 Closed
MWM
2989
MFG Wealth Management
Indiana
– -$2.17M -6,589 Closed
PSC
2990
Portman Square Capital
United Kingdom
– -$2.13M -6,464 Closed
IWS
2991
Insight Wealth Strategies
California
– -$2.12M -6,441 Closed
GMFG
2992
Greater Midwest Financial Group
Minnesota
– -$2.07M -6,262 Closed
DLCIG
2993
D.L. Carlson Investment Group
New Hampshire
– -$2.05M -6,205 Closed
VF
2994
Virtu Financial
New York
– -$2.02M -6,121 Closed
WAM
2995
Wolverine Asset Management
Illinois
– -$1.78M -5,388 Closed
CCA
2996
Corps Capital Advisors
Texas
– -$1.67M -5,060 Closed
BCM
2997
Bridgeway Capital Management
Texas
– -$1.63M -4,940 Closed
AA
2998
ABC Arbitrage
France
– -$1.48M -4,498 Closed
BPAMU
2999
BTG Pactual Asset Management US
New York
– -$1.42M -4,298 Closed
CC
3000
Centiva Capital
New York
– -$1.27M -3,855 Closed
118 119
120
121 122