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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 %
OWP
1501
ORG Wealth Partners
Texas
$1.09M +$498K +1,274 +85%
FFO
1502
Fiduciary Family Office
Florida
$1.09M -$73.8K -190 -6%
KA
1503
KLCM Advisors
Wisconsin
$1.09M +$8.15K +21 +0.8%
VIG
1504
Vienna Insurance Group
Poland
$1.09M +$36.5K +94 +3%
TCB
1505
Texas Capital Bancshares
Texas
$1.09M -$776 -2 -0.1%
FSWA
1506
Financial Synergies Wealth Advisors
Texas
$1.08M +$1.08M +2,794 New
PL
1507
Plancorp LLC
Missouri
$1.08M +$73K +188 +7%
SCI
1508
Stableford Capital II
Arizona
$1.08M -$150K -345 -12%
CP
1509
Creekside Partners
California
$1.08M +$1.17K +3 +0.1%
DEM
1510
Disciplined Equity Management
Florida
$1.08M +$109K +280 +11%
JIC
1511
Joel Isaacson & Co
New York
$1.08M +$18.2K +47 +2%
LWCFA
1512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M -$28K -72 -3%
DA
1513
Denali Advisors
California
$1.07M -$25.6K -66 -2%
AWM
1514
Aviso Wealth Management
Washington
$1.07M +$59.4K +153 +6%
KFI
1515
Key Financial Inc
Pennsylvania
$1.07M +$11.6K +30 +1%
CFA
1516
Capstone Financial Advisors
Illinois
$1.07M -$37.3K -96 -3%
SQA
1517
Simon Quick Advisors
New Jersey
$1.07M +$203K +523 +23%
AIIMS
1518
Analyst IMS Investment Management Services
Israel
$1.07M +$543K +1,400 +104%
CAM
1519
Covenant Asset Management
New Jersey
$1.07M -$43.5K -112 -4%
TWA
1520
Trace Wealth Advisors
California
$1.07M – – –
HBT
1521
Heartland Bank & Trust
Illinois
$1.07M – – –
CA
1522
Claris Advisors
Missouri
$1.07M -$68.3K -176 -6%
PWPS
1523
Pinnacle Wealth Planning Services
Ohio
$1.07M -$52.4K -135 -5%
PIMG
1524
Patriot Investment Management Group
Tennessee
$1.07M -$21.4K -55 -2%
EWA
1525
Elevate Wealth Advisory
Georgia
$1.06M -$48.5K -125 -4%
59 60
61
62 63