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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 %
OHWP
601
Oak Harbor Wealth Partners
North Carolina
$6.88M – – –
OIA
602
OneDigital Investment Advisors
Kansas
$6.88M -$61.7K -159 -0.9%
NRS
603
Neville Rodie & Shaw
New York
$6.86M -$181K -466 -3%
CNBT
604
Canandaigua National Bank & Trust
New York
$6.85M +$1.16M +2,984 +20%
FTWA
605
Fifth Third Wealth Advisors
Ohio
$6.85M +$364K +937 +6%
JFG
606
Jefferies Financial Group
New York
$6.82M +$4.68M +12,060 +219%
AG
607
Advocate Group
Minnesota
$6.8M +$128K +329 +2%
PA
608
PFG Advisors
Arizona
$6.75M +$878K +2,262 +15%
CFO
609
Callan Family Office
Pennsylvania
$6.73M +$4.96M +12,765 +279%
Acadian Asset Management
610
Acadian Asset Management
Massachusetts
$6.71M -$9.49M -24,466 -59%
SWP
611
Stratos Wealth Partners
Ohio
$6.7M +$80K +206 +1%
WTFG
612
Wells Trecaso Financial Group
Ohio
$6.64M +$203K +523 +3%
BFIM
613
Beese Fulmer Investment Management
Ohio
$6.62M +$330K +850 +5%
CTA
614
Colonial Trust Advisors
South Carolina
$6.62M -$36.1K -93 -0.5%
IIM
615
Ipswich Investment Management
Massachusetts
$6.61M -$83.5K -215 -1%
RBC
616
Romano Brothers & Co
Illinois
$6.61M -$80.8K -208 -1%
CCB
617
Country Club Bank
Missouri
$6.59M -$44.6K -116 -0.7%
FLI
618
Family Legacy Inc
South Carolina
$6.49M +$15.9K +41 +0.2%
SFI
619
Siemens Fonds Invest
Germany
$6.48M +$217K +559 +3%
PWM
620
Perigon Wealth Management
California
$6.46M +$356K +916 +6%
VCM
621
Vivaldi Capital Management
Illinois
$6.4M -$40K -103 -0.6%
RC
622
Roundview Capital
New Jersey
$6.39M -$43.1K -111 -0.7%
AFG
623
Atomi Financial Group
New York
$6.36M +$325K +838 +5%
GIC
624
Generali Investments CEE
Czech Republic
$6.33M – – –
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$6.31M -$105K -270 -2%
23 24
25
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