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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 %
IP
1151
Isthmus Partners
Wisconsin
$1.89M +$1.28M +3,301 +212%
HG
1152
Harbor Group
New Hampshire
$1.89M – – –
P
1153
Pitcairn
Pennsylvania
$1.89M +$120K +309 +7%
CWP
1154
CFM Wealth Partners
Texas
$1.88M – – –
RIG
1155
RiverFront Investment Group
Virginia
$1.88M +$204K +526 +12%
SW
1156
Simplicity Wealth
New Jersey
$1.87M +$69.9K +180 +4%
BHBT
1157
Burke & Herbert Bank & Trust
Virginia
$1.87M +$160K +411 +9%
GPA
1158
Garrison Point Advisors
California
$1.87M -$67.9K -175 -4%
S
1159
Sunpointe
Missouri
$1.86M +$33.8K +87 +2%
PCM
1160
Princeton Capital Management
New Jersey
$1.85M -$66K -170 -3%
JAG
1161
Journey Advisory Group
Kentucky
$1.84M -$15.1K -39 -0.8%
HIM
1162
Hillsdale Investment Management
Ontario, Canada
$1.84M +$1.44M +3,710 +361%
FFS
1163
Founders Financial Securities
Maryland
$1.84M +$9.32K +24 +0.5%
IJWM
1164
Inman Jager Wealth Management
Mississippi
$1.83M +$83.1K +214 +5%
KCM
1165
Kerusso Capital Management
North Carolina
$1.83M +$1.17K +3 +0.1%
NG
1166
Norden Group
Utah
$1.82M +$95.9K +247 +6%
TLA
1167
Tanglewood Legacy Advisors
Texas
$1.82M – – –
IIM
1168
InTrack Investment Management
Vermont
$1.82M +$10.5K +27 +0.6%
EB
1169
Emprise Bank
Kansas
$1.82M +$60.6K +156 +3%
WCA
1170
Westover Capital Advisors
Delaware
$1.82M – – –
EWM
1171
EPG Wealth Management
Georgia
$1.81M +$287K +740 +19%
CAG
1172
Csenge Advisory Group
Florida
$1.81M +$179K +515 +11%
CFP
1173
Catalyst Financial Partners
Massachusetts
$1.8M -$43.9K -113 -2%
NFSG
1174
Newbridge Financial Services Group
Florida
$1.8M +$115K +296 +7%
GTAM
1175
Global Trust Asset Management
Florida
$1.79M -$333K -858 -16%
45 46
47
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