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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 %
EA
726
Ellsworth Advisors
Ohio
$4.84M +$4.31M +11,104 +818%
GWMIA
727
Global Wealth Management Investment Advisory
Florida
$4.83M -$232K -598 -5%
TCM
728
Twin Capital Management
Pennsylvania
$4.82M -$1.25M -3,218 -21%
KA
729
Kintegral Advisory
New York
$4.8M -$6.99K -18 -0.1%
SF
730
Summit Financial
New Jersey
$4.75M -$7.69M -19,797 -62%
MA
731
Modus Advisors
Minnesota
$4.75M +$63.7K +164 +1%
MCCP
732
Mission Creek Capital Partners
California
$4.74M -$836K -2,153 -15%
SC
733
Sapient Capital
Indiana
$4.73M -$12.4K -32 -0.3%
PWA
734
Providence Wealth Advisors
Illinois
$4.72M +$76.9K +185 +2%
HCM
735
Hudson Capital Management
New Jersey
$4.67M +$188K +485 +4%
TCOV
736
Trust Company of Vermont
Vermont
$4.66M +$15.5K +40 +0.3%
HT
737
Heritage Trust
Oklahoma
$4.65M +$539K +1,389 +13%
NHT
738
New Hampshire Trust
New Hampshire
$4.65M +$2.72K +7 +0.1%
IWM
739
IHT Wealth Management
Illinois
$4.64M +$126K +324 +3%
FMC
740
First Merchants Corp
Indiana
$4.64M -$901K -2,320 -16%
ACL
741
Applied Capital LLC
Florida
$4.62M -$8.93K -23 -0.2%
ClearBridge Investments
742
ClearBridge Investments
New York
$4.62M +$1.93M +4,960 +71%
PT
743
Plimoth Trust
Massachusetts
$4.61M +$116K +300 +3%
SCM
744
Stonebridge Capital Management
California
$4.61M -$214K -550 -4%
SFS
745
Sowell Financial Services
Arkansas
$4.6M -$1.2M -3,092 -21%
BAM
746
Bell Asset Management
Australia
$4.59M -$1.22M -3,150 -21%
SCA
747
Snowden Capital Advisors
New York
$4.59M -$738K -1,900 -14%
EP
748
Edgestream Partners
New Jersey
$4.55M -$2.67M -6,866 -37%
MAM
749
MWA Asset Management
Massachusetts
$4.55M +$172K +443 +4%
SCP
750
Seizert Capital Partners
Michigan
$4.53M +$108K +277 +2%
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