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Caterpillar
CAT

Overview Fund Activity

2,965 hedge funds and large institutions have $127B 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 %
IGGA
1051
Iron Gate Global Advisors
Utah
$2.29M +$546K +1,406 +31%
DWM
1052
Drive Wealth Management
Utah
$2.28M -$52.8K -136 -2%
HWA
1053
HHM Wealth Advisors
Tennessee
$2.28M -$87K -224 -4%
CD
1054
Chapin Davis
Maryland
$2.28M -$353K -909 -13%
ACM
1055
Aljian Capital Management
Nevada
$2.28M -$22.1K -57 -1%
CWM
1056
Cordatus Wealth Management
Pennsylvania
$2.27M -$92.4K -238 -4%
BWM
1057
Bernard Wealth Management
Michigan
$2.26M -$995K -2,562 -31%
COA
1058
Crown Oak Advisors
California
$2.26M -$69.5K -179 -3%
AF
1059
Advisornet Financial
Minnesota
$2.26M +$187K +482 +9%
WG
1060
Wealth Group
North Carolina
$2.26M +$244K +629 +12%
IHL
1061
Investment House LLC
California
$2.25M +$38.8K +100 +2%
SWA
1062
Stratos Wealth Advisors
Ohio
$2.25M +$195K +503 +9%
LFG
1063
Larson Financial Group
Missouri
$2.25M +$340K +875 +18%
ESB
1064
Essex Savings Bank
Connecticut
$2.25M -$95.1K -245 -4%
AW
1065
Alaethes Wealth
Nevada
$2.24M +$52.4K +135 +2%
ATWA
1066
Arbor Trust Wealth Advisors
Michigan
$2.24M -$148K -380 -6%
WPW
1067
Watershed Private Wealth
Illinois
$2.23M – – –
BFA
1068
Bragg Financial Advisors
North Carolina
$2.23M -$90.8K -234 -4%
CIAS
1069
Capital Investment Advisory Services
North Carolina
$2.22M +$129K +332 +6%
AIP
1070
Almanack Investment Partners
Pennsylvania
$2.22M +$2.22M +5,708 New
CSA
1071
Cottage Street Advisors
Massachusetts
$2.22M -$59.8K -154 -3%
AFCM
1072
Applied Finance Capital Management
Puerto Rico
$2.2M +$175K +452 +9%
FNBSF
1073
First National Bank Sioux Falls
South Dakota
$2.19M -$76.9K -198 -3%
CIP
1074
Convergence Investment Partners
Florida
$2.18M -$21K -54 -1%
CCA
1075
Checchi Capital Advisers
California
$2.18M -$257K -661 -11%
41 42
43
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