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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 %
HIMS
1076
Hager Investment Management Services
New Hampshire
$2.18M -$14K -36 -0.6%
BMC
1077
Beaton Management Company
Massachusetts
$2.18M – – –
WR
1078
WD Rutherford
Oregon
$2.17M -$36.1K -93 -2%
HA
1079
Huntleigh Advisors
Missouri
$2.17M -$776 -2 -0%
CA
1080
CGN Advisors
Kansas
$2.17M -$386K -994 -15%
PCTC
1081
Perkins Coie Trust Company
Washington
$2.17M -$119K -306 -5%
CIA
1082
Cascade Investment Advisors
Oregon
$2.17M -$210K -540 -9%
BIM
1083
Bridges Investment Management
Nebraska
$2.17M -$14.4K -37 -0.7%
RLH
1084
RD Lewis Holdings
Florida
$2.17M -$14.2K -34 -0.7%
IA
1085
IFG Advisory
Georgia
$2.16M +$146K +377 +7%
ISL
1086
Ingalls & Snyder LLC
New York
$2.15M +$17.5K +45 +0.8%
CGL
1087
Clarius Group LLC
Washington
$2.14M +$6.21K +16 +0.3%
IP
1088
Intellectus Partners
California
$2.13M -$85K -219 -4%
CCMG
1089
Clark Capital Management Group
Pennsylvania
$2.13M -$21.7K -56 -1%
SCM
1090
SCS Capital Management
Massachusetts
$2.12M +$7.76K +20 +0.4%
AMG
1091
Advisors Management Group
Wisconsin
$2.12M -$5.05K -13 -0.2%
TPI
1092
Trust Point Inc
Wisconsin
$2.11M -$24.1K -62 -1%
BCWM
1093
Bartlett & Co Wealth Management
Ohio
$2.1M -$199K -512 -9%
RBFC
1094
Roman Butler Fullerton & Co
Missouri
$2.1M +$3.47K +8 +0.2%
NAS
1095
Nicolet Advisory Services
Wisconsin
$2.1M +$431K +1,006 +26%
NFG
1096
Nations Financial Group
Iowa
$2.1M -$24.9K -64 -1%
C
1097
Certuity
Florida
$2.09M -$591K -1,522 -22%
AIS
1098
AM Investment Strategies
Tennessee
$2.08M +$363K +936 +21%
GC
1099
Garde Capital
Washington
$2.08M +$776 +2 +0%
TT
1100
TI-Trust
Illinois
$2.08M -$38.8K -100 -2%
42 43
44
45 46