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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 %
BFG
1401
Berger Financial Group
Minnesota
$1.27M -$99.4K -256 -7%
RF
1402
Roxbury Financial
New Jersey
$1.27M -$18.6K -48 -1%
TIA
1403
Traphagen Investment Advisors
New Jersey
$1.27M +$73.8K +190 +6%
VCP
1404
Verus Capital Partners
Arizona
$1.27M +$1.55K +4 +0.1%
FHWM
1405
Fox Hill Wealth Management
Massachusetts
$1.27M +$42.7K +110 +3%
LGF
1406
LGT Group Foundation
Liechtenstein
$1.27M -$988K -2,544 -44%
AG
1407
Ascent Group
Virginia
$1.27M -$469K -1,207 -27%
ALC
1408
Alexander Labrunerie & Co
Missouri
$1.26M +$6.21K +16 +0.5%
LA
1409
LexAurum Advisors
Kansas
$1.26M -$388 -1 -0%
BHA
1410
Beech Hill Advisors
New York
$1.26M -$214K -550 -14%
HW
1411
Hancock Whitney
Mississippi
$1.26M +$179K +460 +16%
FFA
1412
Founders Financial Alliance
North Carolina
$1.26M -$6.6K -17 -0.5%
BFO
1413
Boston Family Office
Massachusetts
$1.26M -$22.5K -58 -2%
KFS
1414
Keynote Financial Services
Connecticut
$1.26M -$7.77K -20 -0.6%
AAM
1415
Auxier Asset Management
Oregon
$1.25M – – –
PCG
1416
Prosperity Consulting Group
Maryland
$1.25M +$46.6K +120 +4%
SFS
1417
Stiles Financial Services
Minnesota
$1.25M +$47K +121 +4%
LAM
1418
L2 Asset Management
Massachusetts
$1.25M -$297K -766 -19%
CAI
1419
Capital Advisors Inc
Oklahoma
$1.25M -$181K -466 -13%
SN
1420
Sittner & Nelson
Oregon
$1.25M +$172K +442 +16%
PWA
1421
Provenance Wealth Advisors
Florida
$1.24M – – –
APG
1422
Abacus Planning Group
South Carolina
$1.24M -$57.8K -149 -4%
BDPWM
1423
Barnes Dennig Private Wealth Management
Ohio
$1.24M +$5.82K +15 +0.5%
HA
1424
Herold Advisors
New York
$1.24M +$175K +452 +17%
IIC
1425
Ironwood Investment Counsel
Arizona
$1.23M +$59K +152 +5%
55 56
57
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