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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 %
WAM
1226
Werlinich Asset Management
Connecticut
$1.64M – – –
UOC
1227
UBS O'Connor
Illinois
$1.63M +$1.63M +4,200 New
WP
1228
Wealthspan Partners
Iowa
$1.63M -$12.4K -32 -0.8%
SCM
1229
Sterling Capital Management
North Carolina
$1.62M +$72.6K +187 +5%
AAM
1230
Aureus Asset Management
Massachusetts
$1.62M – – –
AWA
1231
Acorn Wealth Advisors
Michigan
$1.62M +$4.27K +11 +0.3%
GWP
1232
Gateway Wealth Partners
Wisconsin
$1.62M +$153K +394 +10%
WWM
1233
Western Wealth Management
Colorado
$1.62M -$130K -334 -7%
WT
1234
Washington Trust
Rhode Island
$1.62M – – –
TF
1235
Trek Financial
Arizona
$1.62M +$258K +664 +19%
DP
1236
Denver PWM
Colorado
$1.61M – – –
GWANC
1237
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.61M +$33.4K +86 +2%
AWE
1238
Avidian Wealth Enterprises
Texas
$1.61M +$74.9K +193 +5%
PWP
1239
Precedent Wealth Partners
Texas
$1.61M +$1.61M +4,136 New
BP
1240
BBR Partners
New York
$1.61M -$4.27K -11 -0.3%
CWM
1241
Cornerstone Wealth Management
Missouri
$1.61M +$41.1K +106 +3%
KJHP
1242
K.J. Harrison & Partners
Ontario, Canada
$1.6M – – –
PCA
1243
Prosperity Capital Advisors
Ohio
$1.6M +$142K +367 +10%
WC
1244
Westhampton Capital
North Carolina
$1.6M – – –
TFA
1245
Transamerica Financial Advisors
Florida
$1.6M -$73.4K -189 -4%
PAM
1246
Paradigm Asset Management
New York
$1.59M +$194K +500 +14%
HR
1247
Hardy Reed
Mississippi
$1.59M -$22.9K -59 -1%
HBW
1248
Hazlett, Burt & Watson
West Virginia
$1.59M +$221K +569 +16%
UBG
1249
United Bank (Georgia)
Georgia
$1.59M +$825K +2,125 +109%
CA
1250
CoreCap Advisors
Michigan
$1.58M -$308K -793 -16%
48 49
50
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