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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 %
ATC
751
Argent Trust Co
Tennessee
$4.53M +$556K +1,431 +14%
S
752
SignatureFD
Georgia
$4.53M -$101K -260 -2%
JPMIA
753
J.P. Marvel Investment Advisors
Massachusetts
$4.53M -$29.5K -76 -0.6%
SMC
754
Smith, Moore & Co
Missouri
$4.51M +$307K +792 +7%
DAS
755
DMKC Advisory Services
Iowa
$4.5M +$1.66M +3,960 +58%
ACM
756
Argyle Capital Management
Pennsylvania
$4.49M -$77.6K -200 -2%
LA
757
Lifeworks Advisors
Michigan
$4.48M +$358K +923 +9%
MCM
758
MV Capital Management
Maryland
$4.45M -$90.5K -233 -2%
Members Trust
759
Members Trust
Florida
$4.44M +$42.3K +109 +1%
CPCPP
760
Canada Post Corporation Pension Plan
Canada
$4.44M +$4.44M +11,431 New
AAS
761
Ameritas Advisory Services
Nebraska
$4.43M -$4.46M -11,491 -50%
UCMOK
762
United Capital Management of KS
Kansas
$4.42M -$802K -2,065 -15%
NSIM
763
North Star Investment Management
Illinois
$4.42M -$153K -393 -3%
SW
764
SteelPeak Wealth
California
$4.41M -$1.03M -2,650 -19%
CCM
765
Consolidated Capital Management
California
$4.41M +$430K +1,107 +11%
JSC
766
Jackson Square Capital
California
$4.39M -$24.8K -64 -0.6%
FCP
767
Fidelis Capital Partners
Florida
$4.38M +$118K +275 +3%
BWM
768
BNC Wealth Management
Oregon
$4.38M +$193K +498 +5%
VA
769
VestGen Advisors
Illinois
$4.37M +$286K +714 +7%
WCM
770
Whitener Capital Management
North Carolina
$4.37M +$61K +157 +1%
AIP
771
Ameritas Investment Partners
Nebraska
$4.37M -$41.9K -108 -1%
WANY
772
Wealthspire Advisors (New York)
New York
$4.37M +$2.35M +6,046 +116%
KWM
773
Kingsview Wealth Management
Oregon
$4.33M +$33.4K +86 +0.8%
NAMA
774
Nikko Asset Management Americas
New York
$4.33M -$147K -380 -3%
LNWWM
775
Laird Norton Wetherby Wealth Management
California
$4.33M +$4.33M +11,149 New
29 30
31
32 33