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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 %
TIA
1001
Trust Investment Advisors
Indiana
$2.49M -$134K -345 -5%
RC
1002
Rexford Capital
Texas
$2.49M +$2.49M +6,408 New
DIA
1003
Dana Investment Advisors
Wisconsin
$2.48M +$233K +601 +10%
HWMO
1004
Heritage Wealth Management (Ohio)
Ohio
$2.48M -$95.5K -246 -4%
FSA
1005
Franklin Street Advisors
North Carolina
$2.47M -$229K -590 -8%
AP
1006
Advisors Preferred
Maryland
$2.46M – – –
CB
1007
CNB Bank
Pennsylvania
$2.46M +$26.4K +68 +1%
PFBT
1008
Parkside Financial Bank & Trust
Missouri
$2.46M +$22.9K +59 +0.9%
GLA
1009
Good Life Advisors
Pennsylvania
$2.45M +$6.99K +18 +0.3%
EIP
1010
Ellis Investment Partners
Pennsylvania
$2.45M +$4.27K +11 +0.2%
FPCP
1011
Fort Point Capital Partners
California
$2.44M -$14K -36 -0.6%
LHC
1012
Little House Capital
Massachusetts
$2.43M -$566K -1,459 -19%
MWM
1013
Massachusetts Wealth Management
Massachusetts
$2.43M +$44.6K +115 +2%
RWA
1014
River Wealth Advisors
Pennsylvania
$2.42M +$56.3K +145 +2%
RMC
1015
Resources Management Corp
Connecticut
$2.42M – – –
PI
1016
PFG Investments
New York
$2.42M +$41.5K +107 +2%
MMHP
1017
Murphy Middleton Hinkle & Parker
Georgia
$2.42M – – –
BTD
1018
BankPlus Trust Department
Mississippi
$2.41M +$514K +1,325 +27%
SA
1019
Strategic Advisors
New York
$2.4M +$64.1K +165 +3%
BG
1020
Bahl & Gaynor
Ohio
$2.39M +$151K +389 +7%
TSW
1021
Thompson Siegel & Walmsley
Virginia
$2.39M +$60.2K +155 +3%
TSWM
1022
Triangle Securities Wealth Management
North Carolina
$2.39M -$279K -718 -10%
FCA
1023
FLC Capital Advisors
California
$2.38M -$3.88K -10 -0.2%
CWS
1024
Confluence Wealth Services
Pennsylvania
$2.38M -$45.8K -118 -2%
VPF
1025
Vantage Point Financial
Illinois
$2.37M -$19.8K -51 -0.8%
39 40
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