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Caterpillar
CAT

Overview Fund Activity

2,963 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 276 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
2,963
Holders Change
+103
Holders Change %
+3.6%
% of All Funds
39.72%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
276
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
+$421M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$387M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$277M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.35B
2
BlackRock
BlackRock
New York
-$603M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$534M
4
Bank of America
Bank of America
North Carolina
-$424M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
476
Americana Partners
Texas
$10M +$224K +578 +2%
HFS
477
Hantz Financial Services
Michigan
$9.89M -$326K -840 -3%
KOCAA
478
Knights of Columbus Asset Advisors
Connecticut
$9.88M -$629K -1,620 -6%
SIC
479
Sigma Investment Counselors
Michigan
$9.86M +$522K +1,345 +6%
IWM
480
Integris Wealth Management
California
$9.82M -$9.32K -24 -0.1%
GPTE
481
Generali Powszechne Towarzystwo Emerytalne
Poland
$9.75M – – –
DKCM
482
Davidson Kempner Capital Management
New York
$9.71M +$9.71M +25,000 New
TCM
483
Tufton Capital Management
Maryland
$9.7M -$227K -584 -2%
SG
484
StoneX Group
New York
$9.69M +$406K +1,046 +4%
CBTWT
485
Community Bank & Trust (Waco, Texas)
Texas
$9.68M +$19.4K +50 +0.2%
LSERS
486
Louisiana State Employees Retirement System
Louisiana
$9.63M -$349K -900 -4%
JWCA
487
J.W. Cole Advisors
Florida
$9.62M +$837K +2,156 +10%
GIBU
488
Gulf International Bank (UK)
United Kingdom
$9.61M -$1.08M -2,795 -10%
AWM
489
Apollon Wealth Management
South Carolina
$9.58M -$438K -1,129 -4%
FAT
490
First American Trust
California
$9.57M -$36.5K -94 -0.4%
SAM
491
Securian Asset Management
Minnesota
$9.55M -$283K -728 -3%
GIM
492
Goelzer Investment Management
Indiana
$9.52M +$10.1K +26 +0.1%
CL
493
Choreo LLC
Illinois
$9.46M -$493K -1,271 -5%
AI
494
Atria Investments
North Carolina
$9.45M -$2.91M -7,496 -24%
WA
495
Waverly Advisors
Alabama
$9.43M +$195K +502 +2%
FC
496
Fusion Capital
South Carolina
$9.32M +$259K +666 +3%
BBA
497
Baader Bank Aktiengesellschaft
Germany
$9.32M +$230K +598 +3%
SFM
498
Signet Financial Management
New Jersey
$9.31M -$26.8K -69 -0.3%
TCA
499
Trifecta Capital Advisors
Illinois
$9.24M +$833K +2,145 +10%
MGP
500
Metis Global Partners
California
$9.23M -$1.1M -2,831 -11%
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