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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 %
CPIA
876
Cornell Pochily Investment Advisors
New York
$3.41M +$126K +325 +4%
BIM
877
Baldwin Investment Management
Pennsylvania
$3.41M -$82.7K -213 -2%
BIG
878
Brooklyn Investment Group
New York
$3.39M +$2M +5,149 +144%
DJSG
879
D.J. St. Germain
Massachusetts
$3.38M +$382K +983 +13%
CIG
880
Cullen Investment Group
Louisiana
$3.38M +$7.77K +20 +0.2%
RBI
881
Raiffeisen Bank International
Austria
$3.35M -$1.03M -2,753 -23%
SF
882
Symphony Financial
Texas
$3.32M +$1.73M +6,747 +109%
GC
883
Gould Capital
Washington
$3.32M +$55.1K +142 +2%
HDIM
884
Hanson & Doremus Investment Management
Vermont
$3.31M +$71.4K +184 +2%
CA
885
Clune & Associates
Illinois
$3.31M +$3.49K +9 +0.1%
CAM
886
Cozad Asset Management
Illinois
$3.27M +$950K +2,447 +41%
PD
887
Point72 (DIFC)
United Arab Emirates
$3.26M +$3.26M +8,401 New
NW
888
Naviter Wealth
Arkansas
$3.25M -$80.4K -207 -2%
CAMG
889
CWA Asset Management Group
Florida
$3.25M -$2.08M -5,357 -39%
DWP
890
Daymark Wealth Partners
Ohio
$3.24M -$40K -103 -1%
RSA
891
River Street Advisors
Illinois
$3.23M -$79.2K -204 -2%
RCM
892
Radnor Capital Management
Pennsylvania
$3.23M – – –
SFO
893
Stenger Family Office
Illinois
$3.22M +$3.22M +7,411 New
PIM
894
Penobscot Investment Management
Massachusetts
$3.2M -$256K -660 -7%
FIA
895
Foundations Investment Advisors
Arizona
$3.2M -$229K -591 -7%
AAIS
896
ABN AMRO Investment Solutions
$3.2M -$125K -322 -4%
MCM
897
Mainstay Capital Management
Michigan
$3.2M +$1.63M +4,199 +104%
HI
898
Hudock Inc
Pennsylvania
$3.19M +$2.33K +6 +0.1%
MMG
899
Monetary Management Group
Missouri
$3.19M – – –
BCM
900
Boltwood Capital Management
California
$3.19M +$6.21K +16 +0.2%
34 35
36
37 38