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Caterpillar
CAT

Overview Fund Activity

2,961 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 275 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
2,961
Holders Change
+102
Holders Change %
+3.57%
% of All Funds
39.71%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
275
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 %
BTI
501
Blue Trust Inc
Georgia
$9.23M -$227K -586 -2%
DAS
502
Dynamic Advisor Solutions
Arizona
$9.2M -$71K -183 -0.8%
MIG
503
McGuire Investment Group
Rhode Island
$9.13M +$165K +424 +2%
APG Asset Management
504
APG Asset Management
Netherlands
$9.03M -$146M -440,867 -94%
LS
505
Livforsakringsbolaget Skandia
Sweden
$9.02M +$272K +700 +3%
KCPG
506
Kavar Capital Partners Group
Kansas
$9.01M +$138K +355 +2%
CCS
507
Concentric Capital Strategies
Connecticut
$9M +$9M +23,183 New
MMA
508
Miracle Mile Advisors
California
$8.97M +$207K +533 +2%
CIA
509
Concurrent Investment Advisors
Florida
$8.94M +$481K +1,238 +6%
EH
510
Equitable Holdings
New York
$8.94M +$2.13M +5,487 +31%
CAM
511
Creekmur Asset Management
Illinois
$8.92M +$1.44M +3,722 +19%
FPGT
512
Financial Partners Group (Tennessee)
Tennessee
$8.92M -$42.7K -110 -0.5%
WB
513
WesBanco Bank
West Virginia
$8.88M +$543K +1,399 +7%
LCM
514
Logan Capital Management
Pennsylvania
$8.87M -$311K -800 -3%
TIAA Trust, National Association
515
TIAA Trust, National Association
North Carolina
$8.84M +$195K +503 +2%
NMERB
516
New Mexico Educational Retirement Board
New Mexico
$8.77M – – –
CAG
517
Crestwood Advisors Group
Massachusetts
$8.76M -$47.4K -122 -0.5%
MSRPS
518
Maryland State Retirement & Pension System
Maryland
$8.74M -$38.8K -100 -0.4%
AUB
519
Atlantic Union Bankshares
Virginia
$8.72M +$5.68M +14,625 +187%
SOS
520
Silver Oak Securities
Tennessee
$8.67M -$469K -1,207 -5%
GAB
521
German American Bancorp
Indiana
$8.65M -$4.43M -11,403 -34%
CICC
522
Capital Investment Counsel (Colorado)
Colorado
$8.63M -$129K -332 -1%
IMCOOI
523
Investment Management Corp of Ontario (IMCO)
Canada
$8.57M -$776K -2,000 -8%
SIMG
524
Sonora Investment Management Group
Arizona
$8.55M +$1.39M +3,568 +19%
MA
525
Mutual Advisors
Nebraska
$8.5M -$211K -487 -2%
19 20
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