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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 %
AWA
1126
Aaron Wealth Advisors
Illinois
$1.98M -$186K -479 -9%
SAI
1127
Savvy Advisors Inc
New York
$1.98M +$325K +838 +20%
TNA
1128
True North Advisors
Texas
$1.96M -$65.6K -169 -3%
GIP
1129
Granite Investment Partners
California
$1.96M +$437K +1,125 +29%
BIA
1130
Beacon Investment Advisors
Maryland
$1.96M +$4.23K +11 +0.2%
SI
1131
Sava Infond
Slovenia
$1.96M – – –
KIM
1132
Kestra Investment Management
Texas
$1.96M +$1.2M +3,290 +160%
NFA
1133
Northern Financial Advisors
Michigan
$1.95M -$27.2K -70 -1%
NCGI
1134
Next Century Growth Investors
Minnesota
$1.94M +$1.94M +5,005 New
WFM
1135
Wolff Financial Management
Michigan
$1.94M – – –
LIP
1136
Lighthouse Investment Partners
Florida
$1.94M +$1.94M +5,000 New
CIA
1137
Cladis Investment Advisory
Montana
$1.94M – – –
HTC
1138
Haverford Trust Company
Pennsylvania
$1.94M -$283K -730 -13%
GIM
1139
Guardian Investment Management
California
$1.94M +$155K +400 +9%
HFA
1140
High Falls Advisors
New York
$1.94M +$4.66K +12 +0.2%
LRPA
1141
L. Roy Papp & Associates
Arizona
$1.93M – – –
WA
1142
WBH Advisory
Maryland
$1.93M -$19.4K -50 -1%
RGF
1143
Retirement Guys Formula
Ohio
$1.93M +$113K +291 +6%
DBIA
1144
Dumont & Blake Investment Advisors
New Jersey
$1.92M +$9.71K +25 +0.5%
OWM
1145
Opes Wealth Management
California
$1.92M -$1.94K -5 -0.1%
WIC
1146
Woodmont Investment Counsel
Tennessee
$1.91M +$34.2K +88 +2%
DFA
1147
DHJJ Financial Advisors
Illinois
$1.91M – – –
EWA
1148
Exencial Wealth Advisors
Oklahoma
$1.89M -$114K -294 -6%
PWAM
1149
Pinnacle West Asset Management
Wyoming
$1.89M -$9.71K -25 -0.5%
DAM
1150
Diamant Asset Management
Connecticut
$1.89M – – –
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