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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 %
TVAMP
3026
Tennessee Valley Asset Management Partners
Tennessee
– -$422K -1,279 Closed
AAA
3027
American Alpha Advisors
New York
– -$406K -1,231 Closed
LA
3028
LM Advisors
California
– -$384K -1,163 Closed
DA
3029
Drake & Associates
Wisconsin
– -$357K -1,082 Closed
PCM
3030
Ping Capital Management
New York
– -$330K -1,000 Closed
WG
3031
Winton Group
United Kingdom
– -$313K -950 Closed
XC
3032
XY Capital
Hong Kong
– -$300K -911 Closed
IAP
3033
Indie Asset Partners
Indiana
– -$292K -886 Closed
CM
3034
Capula Management
Cayman Islands
– -$288K -873 Closed
CW
3035
Cook Wealth
North Carolina
– -$254K -809 Closed
BPC
3036
Banque Pictet & Cie
Switzerland
– -$265K -803 Closed
SWA
3037
Sightline Wealth Advisors
Connecticut
– -$263K -797 Closed
HL
3038
HeadInvest LLC
Maine
– -$263K -796 Closed
Boston Partners
3039
Boston Partners
Massachusetts
– -$262K -794 Closed
CCB
3040
Cutter & Co Brokerage
Missouri
– -$255K -772 Closed
LFS
3041
Leibman Financial Services
Nebraska
– -$248K -751 Closed
FDDB
3042
Fidelity D&D Bancorp
Pennsylvania
– -$245K -743 Closed
DWA
3043
Dorsey Wright & Associates
California
– -$237K -718 Closed
MRC
3044
Millburn Ridgefield Corp
New York
– -$235K -713 Closed
S
3045
SharpePoint
Arizona
– -$218K -710 Closed
IP
3046
Integras Partners
Georgia
– -$231K -700 Closed
MAM
3047
Marotta Asset Management
Virginia
– -$273K -697 Closed
OQS
3048
Occudo Quantitative Strategies
Florida
– -$221K -671 Closed
FIBT
3049
First International Bank & Trust
North Dakota
– -$221K -670 Closed
LJAC
3050
L.J. Altfest & Co
New York
– -$218K -662 Closed
120 121
122
123 124