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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 %
BCG
1176
BayBridge Capital Group
California
$1.78M +$48.5K +125 +3%
GCP
1177
GSA Capital Partners
United Kingdom
$1.78M +$1.29M +3,310 +259%
PWG
1178
Portside Wealth Group
Utah
$1.78M +$131K +337 +8%
NSB
1179
Norway Savings Bank
Maine
$1.78M +$49.7K +128 +3%
GEA
1180
Glen Eagle Advisors
New Jersey
$1.77M -$1.02M -2,637 -37%
CI
1181
Cigna Investments
Connecticut
$1.77M -$112K -288 -6%
KA
1182
Kovack Advisors
Florida
$1.77M +$17.1K +44 +1%
SIM
1183
Stratos Investment Management
Ohio
$1.77M +$777 +2 +0%
GPA
1184
Guerra Pan Advisors
New Jersey
$1.77M +$14K +36 +0.8%
XF
1185
XML Financial
Maryland
$1.76M +$64.8K +167 +4%
CT
1186
Colonial Trust
South Carolina
$1.76M +$7.38K +19 +0.4%
DCM
1187
Donaldson Capital Management
Indiana
$1.76M -$40.8K -105 -2%
DI
1188
Diligent Investors
California
$1.76M +$81.1K +209 +5%
WFS
1189
Widmann Financial Services
Maryland
$1.76M +$6.99K +18 +0.4%
First Manhattan
1190
First Manhattan
New York
$1.75M -$69.1K -178 -4%
SCM
1191
SOL Capital Management
Maryland
$1.74M +$777 +2 +0%
CSB
1192
City State Bank
Iowa
$1.74M -$11.6K -30 -0.7%
RWM
1193
RKL Wealth Management
Pennsylvania
$1.74M +$7.38K +19 +0.4%
SAM
1194
Smartleaf Asset Management
Massachusetts
$1.74M -$240K -625 -12%
IFWM
1195
Institute for Wealth Management
Colorado
$1.73M -$97.1K -250 -5%
CWG
1196
Cornerstone Wealth Group
North Carolina
$1.73M -$68.7K -177 -4%
OWIM
1197
Old West Investment Management
California
$1.73M – – –
CRIG
1198
Charter Research & Investment Group
Connecticut
$1.73M – – –
1NWS
1199
1 North Wealth Services
Maryland
$1.72M -$3.88K -10 -0.2%
CPA
1200
Cardiff Park Advisors
California
$1.71M +$71K +183 +4%
46 47
48
49 50