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Caterpillar
CAT

Overview Fund Activity

2,965 hedge funds and large institutions have $127B 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 %
WDC
1251
Woodward Diversified Capital
California
$1.58M +$504K +1,298 +47%
SC
1252
SouthState Corp
Florida
$1.58M +$64.1K +165 +4%
CCA
1253
Cobblestone Capital Advisors
New York
$1.58M – – –
ECM
1254
Evergreen Capital Management
Washington
$1.57M -$203K -523 -11%
HIP
1255
HUB Investment Partners
Texas
$1.57M -$470K -1,211 -23%
BHIA
1256
Birch Hill Investment Advisors
Massachusetts
$1.57M -$21K -54 -1%
ACG
1257
Allen Capital Group
Nebraska
$1.57M -$54.4K -140 -3%
OIA
1258
Optimum Investment Advisors
Illinois
$1.56M -$31.1K -80 -2%
GSEP
1259
Golden State Equity Partners
California
$1.56M -$499K -1,285 -24%
MSWM
1260
McGlone Suttner Wealth Management
Wisconsin
$1.56M +$21.4K +55 +1%
RPC
1261
Rossmore Private Capital
Connecticut
$1.56M +$48.5K +125 +3%
SNB
1262
Security National Bank
Nebraska
$1.56M – – –
SRA
1263
Secured Retirement Advisors
Minnesota
$1.56M -$123K -317 -7%
IWA
1264
IVC Wealth Advisors
Pennsylvania
$1.56M -$95.9K -247 -6%
TBA
1265
Tower Bridge Advisors
Pennsylvania
$1.55M -$114K -293 -7%
VFM
1266
Viking Fund Management
North Dakota
$1.55M – – –
MFA
1267
Mayflower Financial Advisors
Massachusetts
$1.55M +$29.9K +77 +2%
HWA
1268
HCR Wealth Advisors
California
$1.54M +$78K +201 +5%
SFA
1269
Souders Financial Advisors
Ohio
$1.54M +$101K +259 +7%
DIM
1270
Delta Investment Management
California
$1.54M -$14.8K -38 -0.9%
VST
1271
Van Strum & Towne
California
$1.54M – – –
AWMT
1272
AAFMAA Wealth Management & Trust
North Carolina
$1.54M -$732K -1,885 -32%
XWM
1273
Xcel Wealth Management
Florida
$1.54M +$170K +439 +12%
CIC
1274
Cornercap Investment Counsel
Georgia
$1.53M -$37.7K -97 -2%
BAM
1275
Byrne Asset Management
New Jersey
$1.53M +$33.8K +87 +2%
49 50
51
52 53