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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 %
PAS
551
Park Avenue Securities
New York
$7.84M -$1.67M -4,304 -18%
VT
552
Vise Technologies
New York
$7.83M +$7.83M +20,176 New
PPW
553
Parcion Private Wealth
Washington
$7.82M +$87.7K +226 +1%
FFBTD
554
First Financial Bank - Trust Division
Ohio
$7.81M +$42.3K +109 +0.5%
WSFS
555
Wilmington Savings Fund Society
Delaware
$7.8M +$89.7K +231 +1%
MC
556
Moors & Cabot
Massachusetts
$7.78M +$805K +2,073 +12%
NAAA
557
New Age Alpha Advisors
New York
$7.78M -$172K -442 -2%
MAM
558
Madison Asset Management
Wisconsin
$7.77M -$842K -2,168 -10%
AWM
559
Axxcess Wealth Management
California
$7.76M -$2.02M -5,192 -21%
AWM
560
AE Wealth Management
Kansas
$7.72M +$417K +1,075 +6%
SL
561
Sentry LLC
Tennessee
$7.7M -$29.9K -77 -0.4%
Bessemer Group
562
Bessemer Group
New Jersey
$7.69M -$128M -329,864 -94%
B
563
Bailard
California
$7.68M +$2.08M +5,355 +37%
WF
564
Welch & Forbes
Massachusetts
$7.67M -$374K -964 -5%
KWA
565
Kingswood Wealth Advisors
California
$7.65M -$219K -565 -3%
IC
566
IEQ Capital
California
$7.63M -$1.3M -3,341 -15%
ST
567
Spinnaker Trust
Maine
$7.59M – – –
FTA
568
Financial & Tax Architects
Missouri
$7.59M +$7.02M +18,077 +1,234%
BCFD
569
Boit C.F. David
$7.57M – – –
AWA
570
Arkadios Wealth Advisors
Georgia
$7.57M +$2.67M +6,873 +54%
MFS
571
Mirabella Financial Services
United Kingdom
$7.56M +$7.56M +19,475 New
MG
572
Mather Group
Illinois
$7.55M +$2.71M +6,976 +56%
PFS
573
Physicians Financial Services
North Carolina
$7.53M +$23.3K +60 +0.3%
MPI
574
Mairs & Power Inc
Minnesota
$7.52M +$1.09M +2,808 +17%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$7.49M -$38K -98 -0.5%
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