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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 %
PWAM
676
Private Wealth Asset Management
Iowa
$5.44M -$73.8K -190 -1%
WIS
677
Wright Investors Service
Connecticut
$5.43M -$794K -2,046 -13%
PK
678
Pflug Koory
Nebraska
$5.38M -$17.5K -45 -0.3%
OFS
679
OneAscent Financial Services
Alabama
$5.37M -$4.66M -11,943 -46%
ACM
680
Altrius Capital Management
North Carolina
$5.36M +$9.71K +25 +0.2%
ADL
681
Asset Dedication LLC
California
$5.36M +$22.1K +57 +0.4%
SCM
682
Seascape Capital Management
New Hampshire
$5.35M -$89.3K -230 -2%
PIM
683
Plato Investment Management
Australia
$5.33M +$325K +839 +6%
BBHC
684
Brown Brothers Harriman & Co
New York
$5.32M +$155K +398 +3%
ACM
685
Alpha Capital Management
Texas
$5.3M +$13.2K +34 +0.2%
TC
686
Truvestments Capital
Florida
$5.24M -$38.8K -100 -0.7%
RWS
687
Resolute Wealth Strategies
Mississippi
$5.24M -$14.4K -37 -0.3%
MC
688
Mathes Company
New York
$5.24M -$157K -405 -3%
CICI
689
Capital Investment Counsel Inc
North Carolina
$5.23M -$102K -262 -2%
BEC
690
Blue Edge Capital
Virginia
$5.23M -$177K -455 -3%
RBA
691
Richard Bernstein Advisors
New York
$5.19M -$433K -1,116 -8%
NHC
692
Nicholas Hoffman & Company
Georgia
$5.18M +$444K +1,144 +9%
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.17M -$335K -863 -6%
JF
694
Jericho Financial
Ohio
$5.16M +$4.27K +11 +0.1%
EFS
695
Essex Financial Services
Connecticut
$5.13M +$304K +783 +6%
ACM
696
Aster Capital Management
United Arab Emirates
$5.13M +$5.13M +13,208 New
FFP
697
FourThought Financial Partners
Florida
$5.13M +$2.33K +6 +0%
QCG
698
Quadrant Capital Group
Ohio
$5.13M +$568K +1,464 +12%
FAIM
699
Financial Advocates Investment Management
Washington
$5.12M -$179K -460 -3%
AIM
700
Anchor Investment Management
South Carolina
$5.12M +$122K +314 +2%
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