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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 %
PAM
901
Panagora Asset Management
Massachusetts
$3.16M -$7.55M -19,439 -70%
FWM
902
Focused Wealth Management
New York
$3.16M +$66.4K +171 +2%
BT
903
Banque Transatlantique
France
$3.14M +$202K +519 +7%
LSA
904
L & S Advisors
California
$3.12M -$1.73M -4,444 -36%
RA
905
RFG Advisory
Alabama
$3.11M +$443K +1,141 +17%
MFG
906
MidWestOne Financial Group
Iowa
$3.1M – – –
PIA
907
Petredis Investment Advisors
Pennsylvania
$3.09M +$34.2K +88 +1%
ATC
908
Adirondack Trust Company
New York
$3.07M -$15.9K -41 -0.5%
PF
909
Phoenix Financial
Israel
$3.06M +$1.02M +2,671 +50%
FIM
910
Fruth Investment Management
Texas
$3.06M -$7.76K -20 -0.3%
LIM
911
Loudon Investment Management
New Hampshire
$3.06M -$4.66K -12 -0.2%
WPC
912
Wedmont Private Capital
Pennsylvania
$3.05M +$171K +425 +6%
JIP
913
Jaffetilchin Investment Partners
Florida
$3.04M -$1.12M -2,886 -27%
FMB
914
Field & Main Bank
Kentucky
$3.03M -$15.9K -41 -0.5%
SCP
915
Stamos Capital Partners
California
$3.03M +$452K +1,164 +18%
GFA
916
Gifford Fong Associates
California
$3.03M – – –
TFA
917
Teamwork Financial Advisors
Texas
$3.02M -$1.57M -4,042 -34%
OA
918
Oxbow Advisors
Texas
$3.02M – – –
BA
919
BCM Advisors
Louisiana
$3.01M – – –
HKAM
920
Horizon Kinetics Asset Management
New York
$3M -$73.4K -189 -2%
MLA
921
MB, Levis & Associates
Pennsylvania
$3M -$1.17K -3 -0%
DT
922
Diversified Trust
Tennessee
$2.99M -$1.11M -2,848 -27%
HCA
923
Harbor Capital Advisors
Illinois
$2.99M -$17.9K -46 -0.6%
SIG
924
Sargent Investment Group
Maryland
$2.98M +$29.9K +70 +1%
CA
925
Cambridge Advisors
Nebraska
$2.98M -$652K -1,680 -18%
35 36
37
38 39