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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 %
BMC
1426
Benin Management Corp
Connecticut
$1.23M – – –
RIA
1427
Richwood Investment Advisors
Ohio
$1.23M -$21K -54 -2%
BF
1428
Brucke Financial
Indiana
$1.22M -$5.44K -14 -0.4%
HNB
1429
Hilltop National Bank
Wyoming
$1.22M +$1.22M +3,141 New
CGH
1430
CMG Global Holdings
Texas
$1.22M -$41.1K -95 -3%
TBC
1431
Ted Buchan & Co
California
$1.22M +$193K +498 +19%
SMA
1432
Sage Mountain Advisors
Georgia
$1.22M +$33K +85 +3%
CCM
1433
Chilton Capital Management
Texas
$1.21M -$10.9K -28 -0.9%
RFP
1434
Root Financial Partners
California
$1.21M +$549K +1,413 +83%
MFG
1435
Menard Financial Group
Texas
$1.21M -$25.6K -66 -2%
PCG
1436
PFC Capital Group
California
$1.2M -$207K -534 -15%
MAM
1437
Martingale Asset Management
Massachusetts
$1.2M -$800K -2,060 -40%
AIP
1438
Alexis Investment Partners
Texas
$1.2M +$79.8K +207 +7%
BFS
1439
Bard Financial Services
Connecticut
$1.2M +$708K +1,825 +144%
AM
1440
AGF Management
Ontario, Canada
$1.19M – – –
CWM
1441
Chesapeake Wealth Management
Virginia
$1.19M +$160K +412 +15%
WE
1442
Wealth Effects
Massachusetts
$1.19M +$54.7K +141 +5%
FB
1443
Fulton Bank
Pennsylvania
$1.19M -$182K -469 -13%
NL
1444
NWAM LLC
Washington
$1.18M -$896K -2,064 -43%
T
1445
Tidemark
California
$1.18M +$235K +606 +25%
PWM
1446
Purus Wealth Management
California
$1.18M +$674K +1,737 +133%
FHC
1447
First Heartland Consultants
Missouri
$1.18M +$36.1K +93 +3%
BIG
1448
Brookwood Investment Group
Arizona
$1.18M +$165K +426 +16%
AFA
1449
AA Financial Advisors
Ohio
$1.17M -$170K -439 -13%
KSB
1450
Kennebec Savings Bank
Maine
$1.17M +$60.2K +155 +5%
56 57
58
59 60