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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 %
MWM
376
Meridian Wealth Management
Kentucky
$16.1M +$938K +2,416 +6%
CANC
377
Culbertson A N & Co
Virginia
$16M -$245K -630 -2%
EGM
378
Engineers Gate Manager
New York
$15.9M +$15.4M +39,729 +3,030%
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$15.9M +$10.5K +27 +0.1%
QC
380
Quadrature Capital
United Kingdom
$15.9M +$15.9M +40,996 New
NCM
381
Noesis Capital Mangement
Florida
$15.9M -$226K -581 -1%
SWM
382
Stockman Wealth Management
Montana
$15.8M +$482K +1,242 +3%
OPERF
383
Oregon Public Employees Retirement Fund
Oregon
$15.8M -$155K -400 -1%
BEI
384
Benjamin Edwards Inc
Missouri
$15.8M +$2.64M +6,794 +20%
GCM
385
Graham Capital Management
Connecticut
$15.8M +$14.6M +37,550 +1,238%
BCM
386
Birmingham Capital Management
Alabama
$15.5M -$600K -1,545 -4%
WG
387
Welch Group
Alabama
$15.4M +$646K +1,664 +4%
VFA
388
Valeo Financial Advisors
Indiana
$15.4M +$15.3M +7,279,991 +36,842%
EMPI
389
Elo Mutual Pension Insurance
Finland
$15.3M +$91.2K +235 +0.6%
PCM
390
Parsons Capital Management
Rhode Island
$15.2M -$239K -615 -2%
QP
391
Quilter Plc
United Kingdom
$15.2M -$394K -1,016 -3%
CHAM
392
Clear Harbor Asset Management
Connecticut
$15.2M -$372K -957 -2%
JC
393
Jacobs & Co
California
$15.1M +$6.6K +17 +0%
SCTC
394
Sanibel Captiva Trust Company
Florida
$15M -$1.22M -3,149 -8%
CTC
395
Central Trust Company
Missouri
$14.9M -$454K -1,170 -3%
JCM
396
Janney Capital Management
Pennsylvania
$14.9M -$189K -488 -1%
ETC
397
Exchange Traded Concepts
Oklahoma
$14.9M -$551K -1,420 -4%
LDB
398
Lee, Danner & Bass
Tennessee
$14.9M -$33K -85 -0.2%
Pacer Advisors
399
Pacer Advisors
Pennsylvania
$14.9M -$534M -1,376,018 -97%
CIA
400
Capital Investment Advisors
Georgia
$14.8M -$20.2K -52 -0.1%
14 15
16
17 18