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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 %
Loomis, Sayles & Company
1351
Loomis, Sayles & Company
Massachusetts
$1.36M -$28.7K -74 -2%
LOPW
1352
Live Oak Private Wealth
North Carolina
$1.36M -$1.17K -3 -0.1%
WMP
1353
Wealth Management Partners
Arizona
$1.36M -$20.4K -52 -1%
VIS
1354
Vega Investment Solutions
France
$1.36M +$625K +1,609 +85%
APA
1355
Astoria Portfolio Advisors
New York
$1.36M -$51.1K -119 -4%
SAM
1356
Sequent Asset Management
Texas
$1.35M -$5.82K -15 -0.4%
KWMG
1357
King Wealth Management Group
Florida
$1.35M +$777 +2 +0.1%
FFA
1358
First Foundation Advisors
California
$1.35M +$468K +1,206 +53%
EWA
1359
EverSource Wealth Advisors
Alabama
$1.35M -$456K -1,174 -25%
SC
1360
Savoie Capital
Illinois
$1.35M – – –
SS
1361
Sunbelt Securities
Texas
$1.34M -$259K -713 -16%
CIEC
1362
Crédit Industriel et Commercial
France
$1.34M -$2.38M -6,141 -64%
EW
1363
Evoke Wealth
California
$1.34M +$117K +302 +10%
TCM
1364
Telos Capital Management
California
$1.34M +$93.2K +240 +7%
PWS
1365
Precision Wealth Strategies
Missouri
$1.34M +$852K +2,194 +175%
TCA
1366
Transcend Capital Advisors
New Jersey
$1.34M -$145K -374 -10%
CFS
1367
CRA Financial Services
New Jersey
$1.34M +$4.27K +11 +0.3%
NB
1368
Nicolet Bankshares
Wisconsin
$1.34M -$21K -54 -2%
VA
1369
Valmark Advisers
Ohio
$1.34M +$11.6K +30 +0.9%
RF
1370
Rossby Financial
Florida
$1.34M +$17.1K +44 +1%
ITFISA
1371
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.33M -$69.1K -178 -5%
LFS
1372
Legacy Financial Strategies
Kansas
$1.33M -$181K -465 -12%
SW
1373
SVB Wealth
Massachusetts
$1.33M +$1.33M +3,420 New
UCI
1374
Uncommon Cents Investing
Wisconsin
$1.32M +$139K +357 +12%
QPBE
1375
Quintet Private Bank (Europe)
Luxembourg
$1.32M -$3.11K -8 -0.2%
53 54
55
56 57