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Caterpillar
CAT

Overview Fund Activity

2,962 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
2,962
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 %
FMI
526
F/M Investments
District of Columbia
$8.5M -$6.05M -15,592 -42%
SPC
527
Sigma Planning Corp
Michigan
$8.4M -$1.27M -3,268 -13%
Luther King Capital Management (LKCM)
528
Luther King Capital Management (LKCM)
Texas
$8.38M +$1.33M +3,434 +19%
CHC
529
City Holding Co
West Virginia
$8.37M -$50.9K -131 -0.6%
HZ
530
Hixon Zuercher
Ohio
$8.31M -$787K -2,028 -9%
BSA
531
Braun Stacey Associates
New York
$8.3M -$5.37M -13,844 -39%
MYAM
532
Meiji Yasuda Asset Management
Japan
$8.28M -$2.26M -5,819 -21%
VC
533
Vestor Capital
Illinois
$8.25M +$8.23M +54,665 +41,102%
DILIC
534
Dai-ichi Life Insurance Company
Japan
$8.25M +$272K +700 +3%
PWP
535
Principle Wealth Partners
Connecticut
$8.25M -$119K -307 -1%
TCBWMS
536
Texas Capital Bank Wealth Management Services
Texas
$8.23M -$578K -1,488 -7%
SL
537
Summitry LLC
California
$8.21M +$790K +2,034 +11%
BFG
538
Bleakley Financial Group
New Jersey
$8.21M +$543K +1,400 +7%
SWP
539
Sagespring Wealth Partners
Tennessee
$8.21M +$250K +645 +3%
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$8.2M -$48.5K -125 -0.6%
Verition Fund Management
541
Verition Fund Management
Connecticut
$8.18M +$2.47M +6,351 +43%
PS
542
Principal Securities
Iowa
$8.09M +$589K +1,517 +8%
HR
543
Howe & Rusling
New York
$8.06M +$111K +285 +1%
FMWA
544
Forvis Mazars Wealth Advisors
Missouri
$8.03M -$13.6K -35 -0.2%
CBT
545
Central Bank & Trust
Kentucky
$8.03M -$300K -774 -4%
FWCM
546
Ferguson Wellman Capital Management
Oregon
$8.02M -$364K -938 -4%
GAM
547
Griffin Asset Management
New York
$8.01M +$1.36M +3,515 +21%
KC
548
Knuff & Co
California
$7.99M -$194K -500 -2%
CIA
549
Covington Investment Advisors
Pennsylvania
$7.95M +$1.98M +5,107 +33%
SC
550
Searle & Co
Connecticut
$7.86M -$38.8K -100 -0.5%
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