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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 %
AHC
576
Anderson Hoagland & Co
Missouri
$7.47M +$15.1K +39 +0.2%
EWA
577
EP Wealth Advisors
California
$7.46M +$733K +1,889 +11%
AIMCA
578
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.38M +$2.6M +6,700 +54%
CS
579
Cannell & Spears
New York
$7.35M -$26.8K -69 -0.4%
FM
580
Foster & Motley
Ohio
$7.34M +$422K +1,086 +6%
IWC
581
Integrated Wealth Concepts
Massachusetts
$7.29M -$498K -1,282 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
582
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.28M +$5.07M +13,062 +229%
SYBT
583
Stock Yards Bank & Trust
Kentucky
$7.25M -$1.61M -4,141 -18%
PFA
584
Pure Financial Advisors
California
$7.24M +$2.9M +7,463 +67%
CBOR
585
Community Bank of Raymore
Missouri
$7.19M -$367K -945 -5%
ATPW
586
Ashton Thomas Private Wealth
Arizona
$7.17M +$213K +549 +3%
ECM
587
EagleClaw Capital Management
Massachusetts
$7.15M -$48.5K -125 -0.7%
AMIM
588
Aull & Monroe Investment Management
Alabama
$7.12M -$1.08M -2,781 -13%
CSP
589
Cary Street Partners
Virginia
$7.1M +$618K +1,591 +10%
KJWM
590
Kiley Juergens Wealth Management
Washington
$7.08M -$33K -85 -0.5%
GAM
591
Groupama Asset Management
France
$7.06M -$1.28M -3,325 -15%
WS
592
Wedbush Securities
California
$7.01M -$314K -810 -4%
NIM
593
Northeast Investment Management
Massachusetts
$6.99M -$55.1K -142 -0.8%
LFAS
594
Level Four Advisory Services
Texas
$6.98M +$165K +426 +2%
VI
595
Vestcor Inc
New Brunswick, Canada
$6.98M -$55.1K -142 -0.8%
FCM
596
Fourpath Capital Management
Oklahoma
$6.96M -$62.9K -162 -0.9%
AWM
597
Aries Wealth Management
Maine
$6.95M -$38.8K -100 -0.6%
ALMGDA
598
AG2R La Mondiale Gestion d'Actifs
France
$6.94M – – –
EF
599
Empirical Finance
Pennsylvania
$6.91M +$39.6K +102 +0.6%
BCCM
600
Bridge Creek Capital Management
Massachusetts
$6.89M +$119K +307 +2%
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