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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 %
RC
651
RBF Capital
California
$5.82M – – –
DI
652
DKRT Investments
$5.82M +$5.82M +15,000 New
BFAG
653
Blackston Financial Advisory Group
Florida
$5.81M -$5.05K -13 -0.1%
RF
654
Robbins Farley
New Hampshire
$5.8M +$103K +266 +2%
RSWM
655
Robertson Stephens Wealth Management
California
$5.79M -$444K -1,143 -7%
LIM
656
Leavell Investment Management
Alabama
$5.78M +$73.4K +189 +1%
FWP
657
FAS Wealth Partners
Kansas
$5.78M +$263K +677 +5%
AWS
658
Atria Wealth Solutions
New York
$5.74M -$4.77M -12,216 -45%
RIM
659
Reliant Investment Management
Tennessee
$5.7M +$334K +860 +6%
FBFS
660
First Business Financial Services
Wisconsin
$5.69M – – –
HCM
661
Hodges Capital Management
Texas
$5.68M +$711K +1,831 +14%
ET
662
Equitable Trust
Tennessee
$5.66M -$104K -267 -2%
EAM
663
Eukles Asset Management
Ohio
$5.64M -$6.6K -17 -0.1%
DRS
664
Deane Retirement Strategies
Louisiana
$5.63M +$5.63M +14,498 New
MIM
665
Montgomery Investment Management
Maryland
$5.58M – – –
EWM
666
Empirical Wealth Management
Washington
$5.56M +$559K +1,440 +11%
MCC
667
Malaga Cove Capital
California
$5.56M -$97.4K -251 -2%
EB
668
Eastern Bank
Massachusetts
$5.55M -$570K -1,467 -9%
TC
669
TwinBeech Capital
New York
$5.55M +$3.42M +8,814 +161%
JIC
670
Johnson Investment Counsel
Ohio
$5.55M +$679K +1,748 +14%
AA
671
ALPS Advisors
Colorado
$5.52M -$354K -911 -6%
JWM
672
JPL Wealth Management
Colorado
$5.52M +$103K +265 +2%
HI
673
Horizon Investments
North Carolina
$5.52M +$2.24M +5,788 +68%
LOIM
674
Liberty One Investment Management
Illinois
$5.5M +$51.6K +133 +0.9%
FFWA
675
FRG Family Wealth Advisors
Washington
$5.44M -$116K -300 -2%
25 26
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