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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 %
GCM
926
Gables Capital Management
Florida
$2.98M -$169K -435 -5%
OCM
927
Orleans Capital Management
Louisiana
$2.98M +$5.82K +15 +0.2%
AA
928
Argent Advisors
Louisiana
$2.97M +$126K +324 +4%
HI
929
Harbour Investments
Wisconsin
$2.97M +$466K +1,200 +19%
OC
930
Oarsman Capital
Wisconsin
$2.95M +$10.9K +28 +0.4%
VBCG
931
Valley Brook Capital Group
Pennsylvania
$2.95M -$79.6K -205 -3%
EB
932
Exchange Bank
California
$2.94M – – –
IAMOG
933
Investors Asset Management of Georgia
Georgia
$2.94M +$2.33K +6 +0.1%
MK
934
MASTERINVEST Kapitalanlage
$2.94M +$2.94M +7,561 New
DSN
935
D. Scott Neal
Kentucky
$2.93M – – –
ITIM
936
Indiana Trust & Investment Management
Indiana
$2.93M +$36.9K +95 +1%
OPA
937
Old Port Advisors
Maine
$2.93M -$68.3K -176 -2%
FFA
938
Fairfield Financial Advisors
Massachusetts
$2.93M -$549K -1,414 -16%
BP
939
Ballentine Partners
Massachusetts
$2.92M -$297K -766 -9%
IA
940
Inspire Advisors
Idaho
$2.91M -$331K -852 -10%
HH
941
Hilltop Holdings
Texas
$2.9M +$708K +1,824 +32%
PNC
942
Park National Corp
Ohio
$2.89M -$298K -768 -9%
TWP
943
Tyche Wealth Partners
Texas
$2.89M +$12K +31 +0.4%
AF
944
Arrow Financial
New York
$2.88M +$35.7K +92 +1%
CIM
945
CIM Investment Management
Pennsylvania
$2.88M +$1.44M +3,825 +100%
FFM
946
Forum Financial Management
Illinois
$2.87M +$87K +224 +3%
AWM
947
Accurate Wealth Management
Florida
$2.87M +$335K +820 +13%
GIA
948
Gladstone Institutional Advisory
Florida
$2.87M +$170K +437 +6%
DGM
949
Delta Global Management
New York
$2.83M +$2.83M +7,280 New
LB
950
Legacy Bridge
Iowa
$2.82M +$116K +300 +4%
36 37
38
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