CAT icon

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 %
TCWA
451
Turtle Creek Wealth Advisors
Texas
$11.3M +$1.24M +3,195 +12%
JIR
452
James Investment Research
Ohio
$11.2M -$268K -690 -2%
HIMCH
453
Hartford Investment Management Co (HIMCO)
Connecticut
$11M -$306K -788 -3%
PCIA
454
Prime Capital Investment Advisors
Kansas
$11M -$658K -1,695 -6%
SB
455
Simmons Bank
Arkansas
$10.9M -$107K -275 -1%
KCM
456
Kanawha Capital Management
Virginia
$10.9M -$430K -1,108 -4%
MCM
457
Moore Capital Management
New York
$10.8M +$10.8M +27,893 New
RIL
458
Rothschild Investment LLC
Illinois
$10.8M +$681K +1,754 +7%
DMC
459
Drexel Morgan & Co
Pennsylvania
$10.8M – – –
AIM
460
ARK Investment Management
Florida
$10.8M +$2.72M +7,019 +34%
GLF
461
Groupe la Francaise
France
$10.8M +$4.48M +11,278 +71%
CCM
462
Coldstream Capital Management
Washington
$10.7M +$859K +2,213 +9%
BBVA
463
Banco Bilbao Vizcaya Argentaria
Spain
$10.6M -$1.41M -3,636 -12%
TA
464
TruWealth Advisors
Louisiana
$10.6M +$1.2M +3,079 +13%
NSLI
465
Nan Shan Life Insurance
Taiwan
$10.5M – – –
BIAS
466
Beacon Investment Advisory Services
New Jersey
$10.5M +$947K +2,440 +10%
Squarepoint
467
Squarepoint
New York
$10.4M -$80.3M -206,934 -88%
LI
468
LMCG Investments
Massachusetts
$10.4M -$501K -1,291 -5%
ANBT
469
American National Bank & Trust
Texas
$10.4M +$217K +560 +2%
MIA
470
MainStreet Investment Advisors
Illinois
$10.3M -$229K -589 -2%
MGP
471
M&G plc
United Kingdom
$10.3M -$1.2M -3,092 -10%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$10.3M +$48.1K +124 +0.5%
IWN
473
Independent Wealth Network
Iowa
$10.3M -$16.7K -43 -0.2%
NCM
474
Narwhal Capital Management
Georgia
$10.2M +$621K +1,600 +7%
AC
475
Addenda Capital
Quebec, Canada
$10.1M -$60.2K -155 -0.6%
17 18
19
20 21