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Caterpillar
CAT

Overview Fund Activity

2,965 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 277 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
2,965
Holders Change
+105
Holders Change %
+3.67%
% 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
277
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 %
WPP
801
Whalerock Point Partners
Rhode Island
$4.07M +$50.5K +130 +1%
BBA
802
BLB&B Advisors
Pennsylvania
$4.06M -$28K -72 -0.7%
MSA
803
MUFG Securities Americas
New York
$4.05M +$762K +1,963 +23%
TW
804
TritonPoint Wealth
Maryland
$4.04M -$98.2K -253 -2%
FFN
805
Focus Financial Network
Minnesota
$4.02M -$198K -510 -5%
WIA
806
World Investment Advisors
California
$4.02M +$487K +1,255 +14%
GH
807
GAM Holding
Switzerland
$4.01M -$1.75M -4,498 -30%
CIA
808
Choate Investment Advisors
Massachusetts
$4.01M +$1.03M +2,648 +34%
PA
809
Parallel Advisors
California
$4.01M +$34.2K +88 +0.9%
MCWS
810
McKinley Carter Wealth Services
West Virginia
$4M +$484K +1,247 +14%
OCAM
811
Onex Canada Asset Management
Ontario, Canada
$4M +$67.2K +173 +2%
ZF
812
Zhang Financial
Michigan
$4M -$74.9K -193 -2%
NGA
813
Naples Global Advisors
Florida
$3.99M +$12.8K +33 +0.3%
LWP
814
LMG Wealth Partners
Louisiana
$3.99M +$126K +324 +3%
ISFAN
815
Investor's Fiduciary Advisor Network
Washington
$3.97M +$3.97M +10,220 New
TFS
816
Thoroughbred Financial Services
Tennessee
$3.95M -$1.38M -3,548 -26%
FM
817
Family Management
New York
$3.95M +$90.8K +234 +2%
MWM
818
Modern Wealth Management
Kansas
$3.95M -$17.1K -44 -0.4%
RBWA
819
RFG - Bristol Wealth Advisors
Massachusetts
$3.93M +$61K +157 +2%
KC
820
Kinloch Capital
Virginia
$3.93M +$46.6K +120 +1%
MWM
821
Mattern Wealth Management
Kansas
$3.91M -$7.77K -20 -0.2%
LBC
822
Lowe Brockenbrough & Co
Virginia
$3.91M +$875K +2,255 +29%
NP
823
NorthRock Partners
Minnesota
$3.9M -$119K -307 -3%
FWM
824
Finer Wealth Management
Massachusetts
$3.9M +$140K +361 +4%
FFM
825
Fisher Funds Management
New Zealand
$3.89M – – –
31 32
33
34 35