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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 %
TIM
1376
Total Investment Management
Arizona
$1.32M +$3.88K +10 +0.3%
GWMR
1377
GC Wealth Management RIA
Massachusetts
$1.32M +$862K +2,221 +189%
LF
1378
Lantz Financial
Illinois
$1.32M -$285K -735 -18%
RWA
1379
Rooted Wealth Advisors
Illinois
$1.32M +$41.4K +102 +3%
AIA
1380
Affinity Investment Advisors
California
$1.32M -$150K -387 -10%
AAB
1381
ABN AMRO Bank
Netherlands
$1.31M +$27.3K +70 +2%
MHIC
1382
Marble Harbor Investment Counsel
Massachusetts
$1.31M -$97.1K -250 -7%
AC
1383
Avestar Capital
New York
$1.31M -$79.2K -204 -6%
FMN
1384
Financial Management Network
California
$1.31M +$138K +346 +12%
CIC
1385
Carnegie Investment Counsel
Ohio
$1.31M +$363K +934 +38%
MSFS
1386
Main Street Financial Solutions
Pennsylvania
$1.31M -$480K -1,237 -27%
LCM
1387
Laurion Capital Management
New York
$1.31M +$1.31M +3,364 New
MFG
1388
Magnus Financial Group
New York
$1.31M -$11.3K -29 -0.9%
EFG
1389
Everhart Financial Group
Ohio
$1.31M -$238K -613 -15%
BST
1390
Bath Savings Trust
Maine
$1.3M -$18.6K -48 -1%
CG
1391
Corundum Group
Colorado
$1.3M +$24.5K +63 +2%
FCBT
1392
First Citizens Bank & Trust
North Carolina
$1.29M -$127K -327 -9%
AC
1393
Apella Capital
Connecticut
$1.29M +$1.57K +4 +0.1%
MMM
1394
Mendel Money Management
Illinois
$1.29M -$9.71K -25 -0.7%
GC
1395
Grimes & Company
Massachusetts
$1.29M -$12.8K -33 -1%
GSWM
1396
Golden State Wealth Management
California
$1.28M -$97.5K -251 -7%
AG
1397
AIA Group
Hong Kong
$1.28M -$8.64M -22,256 -87%
AWM
1398
Avior Wealth Management
Nebraska
$1.28M +$235K +605 +22%
SMF
1399
Scott Marsh Financial
Utah
$1.28M +$1.28M +3,290 New
OWM
1400
Orca Wealth Management
Florida
$1.28M +$2.72K +7 +0.2%
54 55
56
57 58