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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 %
MS
1276
Maven Securities
Jersey
$1.52M -$1.47M -3,776 -49%
EHC
1277
Everett Harris & Co
California
$1.52M – – –
BTC
1278
Bank & Trust Company
Illinois
$1.52M – – –
BAM
1279
Berkshire Asset Management
Pennsylvania
$1.52M – – –
RP
1280
Rice Partnership
Hawaii
$1.52M +$1.52M +3,913 New
TC
1281
TownSquare Capital
Utah
$1.52M -$12M -30,985 -89%
MWA
1282
Midland Wealth Advisors
Illinois
$1.52M -$104K -268 -6%
CIS
1283
Capital International Sarl
California
$1.51M -$22.4M -57,581 -94%
CP
1284
Canopy Partners
Ohio
$1.51M -$270K -695 -15%
CMAI
1285
Capital Management Associates Inc
Minnesota
$1.51M +$83.9K +216 +6%
PMSA
1286
Patrick M. Sweeney & Associates
Illinois
$1.51M +$19.9K +50 +1%
BB
1287
Burford Brothers
Texas
$1.51M -$6.21K -16 -0.4%
TNB
1288
Thomasville National Bank
Georgia
$1.5M – – –
ZIC
1289
ZWJ Investment Counsel
Georgia
$1.5M -$57.4K -148 -4%
NQWM
1290
Northwest Quadrant Wealth Management
Oregon
$1.5M +$5.05K +13 +0.3%
WIC
1291
Wilkins Investment Counsel
Massachusetts
$1.49M -$128K -329 -8%
LA
1292
LBP AM
France
$1.49M +$113K +291 +8%
LI
1293
LRI Investments
Florida
$1.49M -$3.88K -10 -0.3%
SS
1294
SBI Securities
Japan
$1.47M +$95.5K +246 +7%
CNFG
1295
Creegan & Nassoura Financial Group
New Hampshire
$1.47M – – –
CFG
1296
Copley Financial Group
California
$1.47M – – –
RMP
1297
Richards, Merrill & Peterson
Washington
$1.46M +$22.9K +59 +2%
RT
1298
Rockland Trust
Massachusetts
$1.46M -$228K -587 -13%
MF
1299
Montis Financial
Massachusetts
$1.46M -$6.99K -18 -0.5%
PP
1300
Patten & Patten
Tennessee
$1.46M -$54K -139 -4%
50 51
52
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