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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 %
DAS
1326
Diversify Advisory Services
Utah
$1.42M +$417K +1,011 +42%
CI
1327
Cherokee Insurance
Michigan
$1.42M – – –
Hudson Bay Capital Management
1328
Hudson Bay Capital Management
Connecticut
$1.42M +$131K +338 +10%
IAS
1329
Insigneo Advisory Services
Florida
$1.42M +$41.1K +106 +3%
MTIC
1330
Missouri Trust & Investment Company
Missouri
$1.42M -$1.94K -5 -0.1%
BCP
1331
Blackhawk Capital Partners
Wisconsin
$1.42M +$7.76K +20 +0.6%
RCAG
1332
Rehmann Capital Advisory Group
Michigan
$1.41M +$22.5K +58 +2%
CWM
1333
Circle Wealth Management
New Jersey
$1.41M – – –
LWA
1334
Lantern Wealth Advisors
New York
$1.41M +$1.41M +3,636 New
FCIM
1335
Fairview Capital Investment Management
California
$1.41M -$9.71K -25 -0.7%
SGK
1336
Steigerwald Gordon & Koch
Virginia
$1.41M +$8.93K +23 +0.6%
KP
1337
Keel Point
Alabama
$1.41M +$269K +693 +24%
OC
1338
Oakworth Capital
Alabama
$1.4M +$6.6K +17 +0.5%
WPW
1339
Waldron Private Wealth
Pennsylvania
$1.4M – – –
PWP
1340
Perfromance Wealth Partners
Illinois
$1.39M +$73.8K +190 +6%
VCWA
1341
Vanguard Capital Wealth Advisors
Colorado
$1.39M +$10.5K +27 +0.8%
PA
1342
Promethium Advisors
Maryland
$1.38M -$101K -260 -7%
BRM
1343
Boston Research & Management
Massachusetts
$1.38M – – –
GC
1344
Gilbert & Cook
Iowa
$1.37M +$21K +54 +2%
1WM
1345
1900 Wealth Management
Texas
$1.37M +$388 +1 +0%
SHFA
1346
SS&H Financial Advisors
Michigan
$1.37M – – –
SFS
1347
Security Financial Services
Indiana
$1.37M +$31.4K +81 +2%
CIM
1348
Corda Investment Management
Texas
$1.36M +$126K +324 +10%
GFG
1349
Goldstone Financial Group
Illinois
$1.36M +$341K +857 +33%
HCM
1350
Howard Capital Management
Georgia
$1.36M +$201K +517 +17%
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