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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 %
HCM
976
Howland Capital Management
Massachusetts
$2.67M -$366K -942 -12%
QI
977
Qtron Investments
Massachusetts
$2.64M -$547K -1,409 -17%
WHG
978
Westwood Holdings Group
Texas
$2.64M +$373K +960 +16%
BJL
979
Brighton Jones LLC
Washington
$2.64M -$243K -626 -8%
OAM
980
Ostrum Asset Management
France
$2.64M -$76.1K -196 -3%
SCA
981
STALEY CAPITAL ADVISERS
Pennsylvania
$2.64M – – –
GSB
982
Greenfield Savings Bank
Massachusetts
$2.61M +$27.6K +71 +1%
ERIC
983
Eagle Rock Investment Company
Georgia
$2.6M – – –
AAM
984
AR Asset Management
California
$2.6M – – –
FHA
985
First Horizon Advisors
Tennessee
$2.6M -$476K -1,227 -15%
SAA
986
Southeast Asset Advisors
Georgia
$2.57M +$1.17K +3 +0%
CPA
987
Court Place Advisors
Maryland
$2.57M -$7.76K -20 -0.3%
SLI
988
Sumitomo Life Insurance
Japan
$2.56M -$159K -410 -6%
GWP
989
Gen-Wealth Partners
Michigan
$2.56M +$75.7K +195 +3%
ANTB
990
AMG National Trust Bank
Colorado
$2.56M +$17.5K +45 +0.7%
CWAG
991
Compton Wealth Advisory Group
Virginia
$2.54M +$36.1K +93 +1%
IAIM
992
International Assets Investment Management
Florida
$2.53M +$50.5K +130 +2%
CT
993
Coastline Trust
Rhode Island
$2.53M -$5.82K -15 -0.2%
JCFM
994
JBR Co Financial Management
Oklahoma
$2.52M -$433K -1,115 -15%
SFP
995
Shepherd Financial Partners
Massachusetts
$2.52M +$3.11K +8 +0.1%
OBAM
996
ODDO BHF Asset Management
France
$2.51M -$632K -1,628 -20%
TA
997
TKG Advisors
Indiana
$2.5M +$25.6K +66 +1%
O
998
Ossiam
France
$2.5M +$2.39M +6,153 +2,190%
SC
999
Syon Capital
California
$2.49M -$54.3K -140 -2%
APP
1000
Avantax Planning Partners
Iowa
$2.49M +$6.21K +16 +0.2%
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