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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 %
WI
1451
WrapManager Inc
California
$1.17M -$229K -590 -16%
BA
1452
Birinyi Associates
Connecticut
$1.17M – – –
WBC
1453
Westpac Banking Corp
Australia
$1.16M -$2.24M -5,767 -66%
MWA
1454
Martel Wealth Advisors
Washington
$1.16M – – –
SACTSONJ
1455
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M – – –
PA
1456
Probity Advisors
Texas
$1.16M -$202K -521 -15%
CWM
1457
Calamos Wealth Management
Illinois
$1.16M +$170K +439 +17%
HWA
1458
Heartwood Wealth Advisors
Virginia
$1.15M +$47K +121 +4%
NJIM
1459
Nabity-Jensen Investment Management
Nebraska
$1.15M +$3.11K +8 +0.3%
KCM
1460
Kathmere Capital Management
Pennsylvania
$1.15M +$406K +1,047 +55%
MWA
1461
Monograph Wealth Advisors
California
$1.15M +$388 +1 +0%
EC
1462
EntryPoint Capital
New York
$1.15M +$1.15M +2,952 New
HA
1463
Harfst & Associates
Wyoming
$1.14M – – –
ILI
1464
Invesco LLC (Illinois)
Illinois
$1.14M +$314K +809 +38%
AIM
1465
Aspen Investment Management
Michigan
$1.14M -$14K -36 -1%
BCA
1466
Bay Colony Advisors
Massachusetts
$1.14M -$207K -534 -15%
HNWAG
1467
High Net Worth Advisory Group
Florida
$1.14M -$19.4K -50 -2%
FCB
1468
First County Bank
Connecticut
$1.14M -$71.4K -184 -6%
LSA
1469
Lion Street Advisors
Texas
$1.13M -$8.15K -21 -0.7%
UAML
1470
US Asset Management LLC
Pennsylvania
$1.13M – – –
FCAS
1471
First Command Advisory Services
Texas
$1.13M +$150K +387 +15%
PPWP
1472
Premier Path Wealth Partners
New Jersey
$1.13M +$6.21K +16 +0.6%
FH
1473
FWG Holdings
Florida
$1.13M +$25.6K +59 +2%
MFC
1474
Mechanics Financial Corp
Ohio
$1.13M +$15.5K +40 +1%
AA
1475
Armis Advisers
Georgia
$1.13M +$178K +451 +19%
57 58
59
60 61