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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 %
TNBTD
1476
Trustmark National Bank Trust Department
Mississippi
$1.13M -$135K -349 -11%
JWCA
1477
J.W. Coons Advisors
Ohio
$1.12M -$194K -500 -15%
LWANC
1478
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.12M +$1.11M +432,449 +36,586%
TIA
1479
Tiemann Investment Advisors
California
$1.12M -$109K -280 -9%
CCA
1480
Cadent Capital Advisors
Oklahoma
$1.11M -$143K -369 -11%
CIA
1481
Compass Ion Advisors
Pennsylvania
$1.11M +$5.05K +13 +0.5%
FC
1482
Forte Capital
New York
$1.11M -$61.7K -159 -5%
KA
1483
Kercheville Advisors
Texas
$1.11M +$98.2K +253 +10%
PP
1484
PDS Planning
Ohio
$1.11M +$125K +321 +13%
CFGW
1485
Chancellor Financial Group WB
Pennsylvania
$1.11M +$1.94K +5 +0.2%
RFG
1486
RFP Financial Group
Georgia
$1.11M – – –
AA
1487
Ancora Advisors
Ohio
$1.11M -$40.4K -104 -4%
DE
1488
Diversified Enterprises
Delaware
$1.11M +$118K +303 +12%
AFO
1489
Arrowroot Family Office
California
$1.11M +$1.11M +2,859 New
WDL
1490
Well Done LLC
Michigan
$1.11M -$28K -72 -2%
JWBC
1491
J.W. Burns & Co
New York
$1.11M +$175K +450 +19%
SAM
1492
Sawgrass Asset Management
Florida
$1.11M -$25.2K -65 -2%
GCM
1493
GKV Capital Management
California
$1.11M -$148K -380 -12%
TF
1494
Tudor Financial
Ohio
$1.1M -$3.11K -8 -0.3%
CPIG
1495
Chicago Partners Investment Group
Illinois
$1.1M +$34.6K +81 +3%
VWA
1496
Visionary Wealth Advisors
Illinois
$1.1M +$109K +280 +11%
GWAG
1497
Garrett Wealth Advisory Group
Texas
$1.1M +$31.1K +80 +3%
QWP
1498
Quotient Wealth Partners
Texas
$1.1M +$163K +420 +17%
SSA
1499
Sierra Summit Advisors
Nevada
$1.09M +$1.09M +2,803 New
PC
1500
Peavine Capital
Nevada
$1.09M – – –
58 59
60
61 62