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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 %
GWSG
1201
GPS Wealth Strategies Group
Colorado
$1.71M +$39.2K +101 +2%
CC
1202
Courier Capital
New York
$1.7M +$50.1K +129 +3%
ICM
1203
IMS Capital Management
Oregon
$1.7M +$1.13M +2,900 +197%
SFFS
1204
Stonehage Fleming Financial Services
Jersey
$1.7M – – –
FCM
1205
Fire Capital Management
California
$1.7M +$127K +328 +8%
NS
1206
NBC Securities
Alabama
$1.69M -$7.76K -20 -0.5%
CFG
1207
Cooper Financial Group
California
$1.69M -$474K -1,221 -22%
ANB
1208
Amarillo National Bank
Texas
$1.68M – – –
SC
1209
Solstein Capital
California
$1.68M +$42.7K +110 +3%
CWP
1210
Cyndeo Wealth Partners
Florida
$1.68M -$4.27K -11 -0.3%
OHIS
1211
Oak Harvest Investment Services
Texas
$1.67M -$4.66K -12 -0.3%
SIA
1212
Sit Investment Associates
Minnesota
$1.67M – – –
FAM
1213
Flaharty Asset Management
Florida
$1.67M -$19.4K -50 -1%
UF
1214
Univest Financial
Pennsylvania
$1.66M +$10.1K +26 +0.6%
FRA
1215
Frank Rimerman Advisors
California
$1.66M -$413K -1,064 -20%
AO
1216
Advisor OS
Illinois
$1.66M +$361K +930 +28%
MI
1217
Motiv8 Investments
Florida
$1.65M – – –
TCWM
1218
Total Clarity Wealth Management
Illinois
$1.65M -$45K -116 -3%
ST
1219
Smithfield Trust
Pennsylvania
$1.65M – – –
RCM
1220
RNC Capital Management
California
$1.65M -$10.9K -28 -0.7%
CV
1221
Counterweight Ventures
North Carolina
$1.65M +$55.9K +144 +4%
FHA
1222
Flagship Harbor Advisors
Massachusetts
$1.65M -$42.3K -109 -3%
FTC
1223
Farmers Trust Company
Ohio
$1.65M -$130K -335 -7%
TLP
1224
Trinity Legacy Partners
Texas
$1.64M +$1.65K +4 +0.1%
EFA
1225
Evernest Financial Advisors
Indiana
$1.64M +$116K +300 +8%
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