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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.78B
2
BlackRock
BlackRock
New York
$13.1B
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$14.9M
4
Bank of America
Bank of America
North Carolina
$1.98B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
326
Cadinha & Co
Hawaii
$21.4M +$21.4M +55,013 New
CAM
327
Congress Asset Management
Massachusetts
$21.1M -$8.54K -22 -0%
LG
328
LaFleur & Godfrey
Michigan
$21M +$1.02M +2,631 +5%
WorldQuant Millennium Advisors
329
WorldQuant Millennium Advisors
New York
$20.9M +$17.6M +45,273 +522%
BAAM
330
Baker Avenue Asset Management
California
$20.6M +$490K +1,262 +2%
RCYC
331
Richard C. Young & Co
Rhode Island
$20.6M -$596K -1,535 -3%
SOADOR
332
State of Alaska Department of Revenue
Alaska
$20.5M -$1.24M -3,190 -6%
KIA
333
KCM Investment Advisors
California
$20M -$303K -781 -1%
CII
334
Capital International Inc
California
$20M -$10.1M -26,030 -34%
WP
335
Woodline Partners
California
$19.7M +$4.07M +10,496 +26%
SIC
336
Salem Investment Counselors
North Carolina
$19.6M +$3.12M +8,048 +19%
WBG
337
Wharton Business Group
Pennsylvania
$19.5M -$725K -1,880 -4%
II
338
Inspire Investing
Idaho
$19.5M +$1.63M +4,195 +9%
NIM
339
NEOS Investment Management
Connecticut
$19.5M +$38.4K +99 +0.2%
AAS
340
Avantax Advisory Services
Texas
$19.5M +$425K +1,094 +2%
Robeco Institutional Asset Management
341
Robeco Institutional Asset Management
Netherlands
$19.4M -$28M -72,022 -59%
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9M +$3.83M +9,864 +25%
KPWS
343
Kestra Private Wealth Services
Texas
$18.9M +$620K +1,596 +3%
WT
344
Whittier Trust
California
$18.9M -$213K -548 -1%
GC
345
Guggenheim Capital
Illinois
$18.8M -$1.33M -3,418 -7%
A
346
Allianz
Germany
$18.5M – – –
UB
347
UMB Bank
Missouri
$18.4M -$906K -2,335 -5%
IAN
348
Integrated Advisors Network
Texas
$18.2M +$816K +2,102 +5%
BHWM
349
Bar Harbor Wealth Management
New Hampshire
$18.2M -$903K -2,327 -5%
UCFA
350
United Capital Financial Advisors
Texas
$18.2M -$674K -1,736 -4%
12 13
14
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