CAT icon

Caterpillar
CAT

Overview Fund Activity

2,964 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, 1,133 increasing their positions, 1,107 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
Holders Change
+104
Holders Change %
+3.64%
% 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
276
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 %
PH
851
Pinnacle Holdings
Oklahoma
$3.61M +$292K +752 +9%
SWM
852
SeaCrest Wealth Management
New York
$3.6M -$183K -472 -5%
VSQM
853
V-Square Quantitative Management
Illinois
$3.59M -$84.2K -217 -2%
CSC
854
Caldwell Sutter Capital
California
$3.57M -$21.7K -56 -0.6%
BWM
855
Buckley Wealth Management
Nevada
$3.57M – – –
AAM
856
Advisors Asset Management
Colorado
$3.55M -$555K -1,430 -14%
FNBTCON
857
First National Bank & Trust Co of Newtown
Pennsylvania
$3.55M -$27.2K -70 -0.8%
SCM
858
Schnieders Capital Management
California
$3.55M +$135K +347 +4%
KFP
859
KMG Fiduciary Partners
Ohio
$3.54M +$89.7K +231 +3%
Envestnet Portfolio Solutions
860
Envestnet Portfolio Solutions
Illinois
$3.53M -$1.12M -2,891 -24%
BFA
861
Brendel Financial Advisors
New Hampshire
$3.52M +$3.52M +9,072 New
NP
862
Nilsine Partners
Colorado
$3.52M -$252K -649 -7%
AA
863
Aire Advisors
California
$3.51M +$9.71K +25 +0.3%
PAM
864
Palisade Asset Management
Minnesota
$3.5M -$132K -340 -4%
MCM
865
Mill Capital Management
North Carolina
$3.49M – – –
BRWA
866
B. Riley Wealth Advisors
Florida
$3.49M +$3.49M +8,999 New
SDIC
867
South Dakota Investment Council
South Dakota
$3.48M – – –
GL
868
Graypoint LLC
New York
$3.46M +$256K +660 +8%
WSC
869
Wellington Shields & Co
New York
$3.46M -$283K -729 -8%
DWA
870
Douglass Winthrop Advisors
New York
$3.45M – – –
AG
871
AlTi Global
New York
$3.44M +$4.72K +12 +0.1%
RAM
872
Ramirez Asset Management
New York
$3.43M +$2.12M +5,450 +161%
CA
873
Cannon Advisors
North Carolina
$3.41M -$54.7K -141 -2%
DCM
874
Davidson Capital Management
Texas
$3.41M +$112K +289 +3%
BHC
875
Bowen Hanes & Co
Florida
$3.41M -$6.45M -16,625 -65%
33 34
35
36 37