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Caterpillar
CAT

Overview Fund Activity

2,964 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, 1,133 increasing their positions, 1,107 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
Holders Change
+104
Holders Change %
+3.64%
% of All Funds
39.73%
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
1,133
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 %
KRSITF
701
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.1M -$353K -910 -6%
SSWM
702
Smith Salley Wealth Management
North Carolina
$5.07M +$172K +442 +4%
FA
703
Faithward Advisors
Pennsylvania
$5.05M +$150K +387 +3%
RWM
704
Ritholtz Wealth Management
New York
$5.03M +$1.31M +3,372 +35%
WB
705
Webster Bank
Connecticut
$5.03M -$132K -341 -3%
TE
706
Tema ETFs
New York
$5.03M -$2.72M -7,008 -35%
HKIM
707
Hayek Kallen Investment Management
Alabama
$5.02M +$136K +351 +3%
CPC
708
Consolidated Planning Corp
Georgia
$4.99M -$4.19M -10,785 -46%
Grantham, Mayo, Van Otterloo & Co (GMO)
709
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.99M +$240K +618 +5%
FFA
710
Farther Finance Advisors
California
$4.99M +$388K +999 +8%
GJWM
711
Gilliland Jeter Wealth Management
Arkansas
$4.98M +$15.5K +40 +0.3%
OAJ
712
Ogorek Anthony Joseph
New York
$4.97M +$8.93K +23 +0.2%
VCM
713
Viewpoint Capital Management
Washington
$4.96M -$287K -740 -5%
SIM
714
Studio Investment Management
Illinois
$4.95M -$362K -932 -7%
TRCT
715
Tower Research Capital (TRC)
New York
$4.93M -$1.42M -3,649 -22%
BC
716
Burney Company
Virginia
$4.92M -$705K -1,817 -13%
TCOT
717
Trust Company of Toledo
Ohio
$4.91M +$446K +1,150 +10%
OAM
718
Occidental Asset Management
California
$4.89M -$68.7K -177 -1%
TCM
719
Traynor Capital Management
Pennsylvania
$4.88M -$245K -628 -5%
MAS
720
Meeder Advisory Services
Ohio
$4.88M +$142K +366 +3%
JCM
721
Jacobi Capital Management
Pennsylvania
$4.87M +$53.6K +138 +1%
USCWA
722
U.S. Capital Wealth Advisors
Texas
$4.87M -$6.67M -17,170 -58%
VWM
723
Valley Wealth Managers
New Jersey
$4.86M +$92.4K +238 +2%
BOC
724
Barbara Oil Co
Illinois
$4.85M – – –
LNB
725
Ledyard National Bank
$4.85M -$128K -330 -3%
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