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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 %
FNBT
351
FineMark National Bank & Trust
Florida
$17.9M +$77.6K +200 +0.4%
DC
352
Davenport & Co
Virginia
$17.9M +$28.7K +74 +0.2%
CA
353
Cornerstone Advisors
North Carolina
$17.9M +$3.69M +9,500 +26%
SW
354
SlateStone Wealth
Florida
$17.8M +$322K +830 +2%
FNT
355
First National Trust
Pennsylvania
$17.6M -$191K -492 -1%
ASN
356
Advisory Services Network
Georgia
$17.6M +$1.35M +3,079 +8%
CGH
357
Crossmark Global Holdings
Texas
$17.5M -$2.01M -5,173 -10%
AAIM
358
American Assets Investment Management
California
$17.5M – – –
IAA
359
Independent Advisor Alliance
North Carolina
$17.3M -$554K -1,427 -3%
GAM
360
Generali Asset Management
Italy
$17.2M -$248K -639 -1%
ZP
361
Zimmer Partners
New York
$17.1M -$9.3M -23,950 -35%
AIA
362
Allied Investment Advisors
Montana
$17M +$290K +747 +2%
AM
363
Atwater Malick
Pennsylvania
$16.6M +$38.8K +100 +0.2%
Rafferty Asset Management
364
Rafferty Asset Management
New York
$16.5M +$2.37M +6,115 +17%
SWM
365
Segment Wealth Management
Texas
$16.5M +$196K +506 +1%
SCM
366
Shelton Capital Management
Colorado
$16.5M +$2.88M +7,422 +21%
STA
367
Summit Trail Advisors
New York
$16.4M +$16.4M +42,329 New
NB
368
NBT Bank
New York
$16.4M +$4.3M +11,086 +36%
BFM
369
Boothbay Fund Management
New York
$16.3M +$14.7M +37,810 +892%
SCA
370
Stillwater Capital Advisors
Pennsylvania
$16.3M +$127K +326 +0.8%
Dodge & Cox
371
Dodge & Cox
California
$16.3M -$11.6K -30 -0.1%
ABC
372
Associated Banc-Corp
Wisconsin
$16.2M -$4.11M -10,593 -20%
SF
373
Synovus Financial
Georgia
$16.2M +$1.33M +3,431 +9%
GIM
374
Glenmede Investment Management
Pennsylvania
$16.1M +$16.1M +41,531 New
HWM
375
HB Wealth Management
Georgia
$16.1M -$1.04M -2,674 -6%
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