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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 %
SFG
1301
SNS Financial Group
Minnesota
$1.46M -$20.2K -52 -1%
VWM
1302
Venturi Wealth Management
Texas
$1.46M -$266K -685 -15%
SCM
1303
Spreng Capital Management
Ohio
$1.46M -$16.3K -42 -1%
1WM
1304
1858 Wealth Management
Ohio
$1.45M -$3.88K -10 -0.3%
RIM
1305
Redwood Investment Management
Arizona
$1.45M -$177K -457 -11%
HCA
1306
Heck Capital Advisors
Wisconsin
$1.45M +$461K +1,187 +47%
FSA
1307
Fort Sheridan Advisors
Illinois
$1.44M – – –
PTC
1308
Philadelphia Trust Company
Pennsylvania
$1.44M -$166K -428 -10%
TYCC
1309
Texas Yale Capital Corp
Florida
$1.44M -$153K -393 -10%
CCG
1310
Cypress Capital Group
Florida
$1.44M -$9.71K -25 -0.7%
DLA
1311
Douglas Lane & Associates
New York
$1.44M -$78.4K -202 -5%
SCM
1312
Stevens Capital Management
Pennsylvania
$1.44M +$1.44M +3,708 New
CF
1313
Centaurus Financial
California
$1.44M +$543K +1,400 +61%
BCP
1314
Blue Chip Partners
Michigan
$1.43M -$266K -684 -16%
WEG
1315
World Equity Group
Illinois
$1.43M -$70.3K -181 -5%
RMDI
1316
R.M. Davis Inc
Maine
$1.43M -$67.2K -173 -4%
AWM
1317
Allen Wealth Management
North Carolina
$1.43M -$128K -329 -8%
VCM
1318
Voleon Capital Management
California
$1.43M -$1.55K -4 -0.1%
FIM
1319
Freedom Investment Management
Connecticut
$1.43M -$229K -591 -14%
QCIG
1320
Quad-Cities Investment Group
Iowa
$1.43M +$1.17K +3 +0.1%
IP
1321
Investment Partners
Ohio
$1.42M -$6.21K -16 -0.4%
SB
1322
Strategic Blueprint
Georgia
$1.42M -$31.8K -82 -2%
FCFC
1323
First Citizens Financial Corp
Iowa
$1.42M – – –
BCM
1324
BluePath Capital Management
Georgia
$1.42M +$37.7K +97 +3%
HWM
1325
Hohimer Wealth Management
Washington
$1.42M -$111K -287 -7%
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