CAT icon

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 %
HCMT
626
Highland Capital Management (Tennessee)
Tennessee
$6.29M -$800K -2,060 -11%
GRP
627
Global Retirement Partners
California
$6.29M +$6.29M +16,202 New
AWP
628
Ascent Wealth Partners
New York
$6.26M -$45K -116 -0.7%
IA
629
IFP Advisors
Florida
$6.25M +$691K +1,744 +12%
WJWM
630
Williams Jones Wealth Management
New York
$6.25M -$87K -224 -1%
SCP
631
Sandhill Capital Partners
New York
$6.24M +$5.82K +15 +0.1%
IMRF
632
Illinois Municipal Retirement Fund
Illinois
$6.24M +$227K +585 +4%
GCL
633
Gouws Capital LLC
North Carolina
$6.19M +$367K +945 +6%
GIA
634
Guyasuta Investment Advisors
Pennsylvania
$6.18M – – –
UBP
635
Union Bancaire Privee
Switzerland
$6.15M -$2.79M -8,386 -31%
MOS
636
MGO One Seven
Ohio
$6.15M +$283K +730 +5%
HIC
637
Holderness Investments Company
North Carolina
$6.09M -$192K -494 -3%
CAM
638
Columbia Asset Management
Michigan
$6.08M -$122K -313 -2%
GT
639
Greenleaf Trust
Michigan
$6.07M -$302K -777 -5%
MA
640
Montag & Associates
Georgia
$6.04M -$356K -918 -6%
CB
641
Community Bank
New York
$6.02M -$197K -507 -3%
WAP
642
Wealthcare Advisory Partners
Pennsylvania
$5.94M +$277K +713 +5%
TW
643
Trajan Wealth
Arizona
$5.92M +$12.8K +33 +0.2%
MCM
644
Monument Capital Management
Virginia
$5.9M +$49.7K +128 +0.8%
ELC
645
Edgar Lomax Company
Virginia
$5.89M -$85.4K -220 -1%
PKC
646
Palmer Knight Company
Florida
$5.88M +$5.88M +15,158 New
TMAM
647
Tokio Marine Asset Management
Japan
$5.88M +$245K +630 +4%
GWM
648
Geneos Wealth Management
Colorado
$5.86M -$9.29M -23,939 -61%
TWA
649
TCI Wealth Advisors
Arizona
$5.84M -$19K -49 -0.3%
NMIMC
650
Northwestern Mutual Investment Management Company
Wisconsin
$5.82M -$76.5K -197 -1%
24 25
26
27 28