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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 %
CWA
1101
Core Wealth Advisors
Florida
$2.08M -$768K -1,978 -27%
EFS
1102
Econ Financial Services
Pennsylvania
$2.08M +$2.08M +5,349 New
SWM
1103
Silverlake Wealth Management
Vermont
$2.07M +$637K +1,640 +44%
BFW
1104
Brady Family Wealth
Missouri
$2.07M +$1.8M +4,635 +673%
ECM
1105
Eisler Capital Management
United Kingdom
$2.06M -$19.7M -50,750 -91%
PAMG
1106
Patton Albertson Miller Group
Tennessee
$2.05M -$22.5K -58 -1%
LAM
1107
LOM Asset Management
$2.05M +$2.05M +5,286 New
AA
1108
Advisory Alpha
Michigan
$2.05M +$86.6K +223 +4%
WCAMG
1109
Woodard & Company Asset Management Group
North Carolina
$2.04M +$96.3K +248 +5%
CWM
1110
Connecticut Wealth Management
Connecticut
$2.04M -$18.6K -48 -0.9%
EIA
1111
Eldridge Investment Advisors
New Hampshire
$2.03M -$2.33K -6 -0.1%
Federated Hermes
1112
Federated Hermes
Pennsylvania
$2.03M -$16.1M -41,506 -89%
LFS
1113
Littlejohn Financial Services
Oregon
$2.03M -$112K -288 -5%
YDMI
1114
Y.D. More Investments
Israel
$2.03M +$53.5K +138 +3%
RFA
1115
Rollins Financial Advisors
New York
$2.03M -$862K -2,221 -30%
AWAG
1116
ARS Wealth Advisors Group
Florida
$2.02M -$140K -360 -6%
AAF
1117
Andra AP-fonden
Sweden
$2.02M -$6.09M -15,700 -75%
IA
1118
IFC Advisors
California
$2.01M +$46.2K +119 +2%
RB
1119
Rodgers Brothers
Pennsylvania
$2.01M +$582K +1,500 +41%
BFA
1120
Benedict Financial Advisors
Georgia
$2.01M +$31.4K +81 +2%
AFG
1121
Allegheny Financial Group
Pennsylvania
$2.01M +$462K +1,191 +30%
JSW
1122
Journey Strategic Wealth
New Jersey
$2M +$586K +1,509 +41%
PCA
1123
Pallas Capital Advisors
Massachusetts
$1.99M -$4.37M -11,249 -69%
AB
1124
Atlas Brown
Kentucky
$1.99M -$61K -157 -3%
MNBTD
1125
Moody National Bank Trust Division
Texas
$1.99M +$15.1K +39 +0.8%
43 44
45
46 47