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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 %
GSC
951
G&S Capital
Colorado
$2.81M -$17.1K -44 -0.6%
BB
952
Berkshire Bank
Massachusetts
$2.81M -$42.7K -110 -1%
IP
953
Ignite Planners
California
$2.8M +$45.9K +111 +2%
WC
954
Westerkirk Capital
$2.8M +$2.8M +7,210 New
AssetMark Inc
955
AssetMark Inc
California
$2.8M -$4.82M -12,405 -63%
UB
956
Umpqua Bank
Oregon
$2.79M -$51.3K -130 -2%
BG
957
BDF Gestion
France
$2.79M -$304K -784 -10%
SSW
958
Stone Summit Wealth
Florida
$2.79M +$38.8K +100 +1%
PWMAG
959
Pinnacle Wealth Management Advisory Group
New Jersey
$2.78M +$400K +1,031 +17%
VWM
960
Vivid Wealth Management
Iowa
$2.78M +$49.7K +128 +2%
DWT
961
Dorsey & Whitney Trust
South Dakota
$2.77M -$161K -415 -6%
LFM
962
LGT Fund Management
Liechtenstein
$2.75M +$707K +1,822 +35%
CSI
963
Cross Staff Investments
New York
$2.74M – – –
CPL
964
Capital & Planning LLC
Georgia
$2.73M -$28.7K -74 -1%
FWM
965
Forefront Wealth Management
Pennsylvania
$2.73M +$7.38K +19 +0.3%
GLR
966
Great Lakes Retirement
Ohio
$2.71M +$113K +291 +4%
AWA
967
Arete Wealth Advisors
Illinois
$2.71M -$810K -2,086 -23%
QIM
968
Quest Investment Management
Oregon
$2.71M – – –
BCM
969
Becker Capital Management
Oregon
$2.7M -$225K -580 -8%
MWM
970
Modera Wealth Management
New Jersey
$2.7M -$776 -2 -0%
PCM
971
Pinnbrook Capital Management
New York
$2.7M +$2.7M +6,944 New
VNA
972
Valley National Advisers
Pennsylvania
$2.69M +$5.82K +15 +0.2%
NRG
973
Nemes Rush Group
Michigan
$2.69M +$118K +304 +5%
SIA
974
Schear Investment Advisers
Ohio
$2.68M -$29.9K -77 -1%
HAI
975
Hennessy Advisors Inc
California
$2.68M -$38.8K -100 -1%
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