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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 %
SAM
826
Scopus Asset Management
New York
$3.88M +$3.88M +10,000 New
SIG
827
Stonegate Investment Group
Alabama
$3.88M +$778K +2,005 +25%
CG
828
Cynosure Group
Utah
$3.87M +$2.37M +6,094 +157%
RCM
829
RB Capital Management
Nevada
$3.87M +$101K +259 +3%
CAAS
830
Capital Asset Advisory Services
Michigan
$3.86M -$1.35M -3,449 -26%
FDS
831
First Dallas Securities
Texas
$3.86M +$33K +85 +0.9%
VCA
832
Verdence Capital Advisors
Maryland
$3.85M -$195K -503 -5%
DCM
833
Delta Capital Management
New Jersey
$3.84M – – –
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$3.8M +$117K +301 +3%
PP
835
Prudential plc
United Kingdom
$3.79M +$439K +1,131 +13%
EWM
836
Evercore Wealth Management
New York
$3.77M +$93.2K +240 +3%
DIP
837
DT Investment Partners
Pennsylvania
$3.76M -$292K -753 -7%
CFB
838
Cullen/Frost Bankers
Texas
$3.76M +$31.8K +82 +0.9%
PAS
839
Point72 Asia (Singapore)
Singapore
$3.76M +$3.76M +9,690 New
CWP
840
Concord Wealth Partners
Virginia
$3.76M -$207K -533 -5%
CAMV
841
Concord Asset Management (Virginia)
Virginia
$3.76M +$266K +684 +8%
FPAS
842
Focus Partners Advisor Solutions
Missouri
$3.75M -$1.31M -3,378 -26%
HFM
843
Hartford Financial Management
Connecticut
$3.74M -$4.78M -12,301 -56%
CA
844
Cumberland Advisors
Florida
$3.71M -$1.17K -3 -0%
ISB
845
Iowa State Bank
Iowa
$3.67M -$1.07M -2,764 -23%
CLOS
846
Compagnie Lombard Odier SCmA
Switzerland
$3.67M – – –
HSA
847
HBK Sorce Advisory
Pennsylvania
$3.66M +$12K +31 +0.3%
1SB
848
1ST Source Bank
Indiana
$3.66M +$50.9K +131 +1%
CRC
849
Curi RMB Capital
Illinois
$3.61M +$2.82M +7,257 +356%
GVAG
850
Great Valley Advisor Group
Delaware
$3.61M -$488K -1,258 -12%
32 33
34
35 36