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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 %
MA
1026
MONECO Advisors
Connecticut
$2.37M +$15.5K +40 +0.7%
BAM
1027
BOS Asset Management
Illinois
$2.37M +$1.38M +3,562 +140%
RAM
1028
Redmond Asset Management
Virginia
$2.37M -$219K -565 -8%
OAM
1029
Oak Asset Management
California
$2.37M -$9.71K -25 -0.4%
WAAG
1030
Wealth Alliance Advisory Group
Kansas
$2.36M +$404K +1,042 +21%
VIA
1031
Victrix Investment Advisors
Florida
$2.36M +$109K +281 +5%
PTC
1032
Private Trust Company
Ohio
$2.35M -$661K -1,703 -22%
KTC
1033
Kentucky Trust Company
Kentucky
$2.35M +$36.9K +95 +2%
OPCM
1034
Osborne Partners Capital Management
California
$2.34M -$20.6K -53 -0.9%
BFO
1035
Biltmore Family Office
North Carolina
$2.34M – – –
WCM
1036
Weaver Capital Management
Georgia
$2.34M -$64.1K -165 -3%
EHWM
1037
Eads & Heald Wealth Management
Georgia
$2.34M -$67.9K -175 -3%
WBCM
1038
Wilson & Boucher Capital Management
California
$2.34M – – –
CST
1039
Charles Schwab Trust
Nevada
$2.34M +$401K +1,032 +21%
CIC
1040
Crawford Investment Counsel
Georgia
$2.34M +$66.4K +171 +3%
WAM
1041
Weatherly Asset Management
California
$2.34M -$74.5K -192 -3%
WA
1042
Wealth Architects
California
$2.33M +$47K +121 +2%
NW
1043
NewEdge Wealth
Pennsylvania
$2.33M -$228K -546 -9%
4WM
1044
44 Wealth Management
Oregon
$2.33M -$141K -364 -6%
WIM
1045
WealthPlan Investment Management
Nebraska
$2.33M -$41.9K -108 -2%
CPC
1046
CFC Planning Company
Indiana
$2.32M +$304K +784 +15%
KMWM
1047
Keudell/Morrison Wealth Management
Oregon
$2.32M -$67.5K -174 -3%
CC
1048
Chicago Capital
Illinois
$2.31M -$3.87M -9,975 -63%
JWA
1049
JFS Wealth Advisors
Pennsylvania
$2.31M +$48.9K +126 +2%
TWM
1050
Trueblood Wealth Management
Ohio
$2.3M -$339K -872 -13%
40 41
42
43 44