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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 %
SFG
776
SevenBridge Financial Group
Pennsylvania
$4.33M +$630K +1,527 +17%
BOH
777
Bank of Hawaii
Hawaii
$4.31M -$1.11M -2,858 -20%
MGIA
778
Moneta Group Investment Advisors
Missouri
$4.31M +$60.6K +156 +1%
SOAMC
779
Spirit of America Management Corp
New York
$4.31M – – –
CW
780
CreativeOne Wealth
Kansas
$4.3M +$729K +1,878 +20%
PA
781
Procyon Advisors
Connecticut
$4.29M -$223K -575 -5%
IA
782
Integrity Alliance
Iowa
$4.28M -$3.55M -9,154 -45%
MCC
783
Money Concepts Capital
Florida
$4.28M -$48.5K -125 -1%
ALAM
784
Asahi Life Asset Management
Japan
$4.28M +$833K +2,145 +24%
SAM
785
Shell Asset Management
Netherlands
$4.28M +$1.09M +2,819 +34%
CAM
786
CPA Asset Management
Florida
$4.27M – – –
CFD
787
Creative Financial Designs
Indiana
$4.25M +$8.93K +23 +0.2%
SC
788
Slow Capital
California
$4.2M -$4.66K -12 -0.1%
AMG
789
Asset Management Group
Connecticut
$4.2M +$1.55K +4 +0%
NA
790
Nordwand Advisors
Pennsylvania
$4.19M +$4.03M +10,380 +2,471%
BWAM
791
Boyd Watterson Asset Management
Ohio
$4.18M +$12.8K +33 +0.3%
SWM
792
Spire Wealth Management
Virginia
$4.17M -$1.63M -4,186 -28%
GI
793
GAMMA Investing
California
$4.16M -$232K -597 -5%
PA
794
Profund Advisors
Maryland
$4.15M +$504K +1,297 +14%
SCA
795
Stokes Capital Advisors
South Carolina
$4.15M -$96.7K -249 -2%
MAM
796
Mystic Asset Management
Rhode Island
$4.12M +$1.94K +5 +0%
ONB
797
Old National Bancorp
Indiana
$4.11M -$37.3K -96 -0.9%
ACIM
798
Azimuth Capital Investment Management
Michigan
$4.1M -$481K -1,240 -10%
SVWAG
799
Sound View Wealth Advisors Group
Georgia
$4.08M -$472K -1,215 -10%
MWM
800
Mission Wealth Management
California
$4.07M -$51.6K -133 -1%
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