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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 %
AGAM
1526
Audent Global Asset Management
California
$1.06M -$4.66K -12 -0.4%
RIA
1527
Realta Investment Advisors
Delaware
$1.06M +$27.2K +70 +3%
TAM
1528
Titleist Asset Management
Texas
$1.06M -$2.72K -7 -0.3%
TWM
1529
Tradition Wealth Management
Minnesota
$1.06M -$5.82K -15 -0.5%
BF
1530
Baring Financial
Washington
$1.06M +$26K +67 +3%
LWAM
1531
Legacy Wealth Asset Management
Minnesota
$1.05M -$15.5K -40 -1%
PF
1532
Prosperitas Financial
California
$1.05M -$17.5K -45 -2%
GFP
1533
Gryphon Financial Partners
Ohio
$1.05M +$116K +300 +13%
PFA
1534
Pathway Financial Advisors
Vermont
$1.05M -$320K -823 -23%
WP
1535
Waycross Partners
Kentucky
$1.05M – – –
HPBT
1536
Hickory Point Bank & Trust
Illinois
$1.05M – – –
WTA
1537
Washington Trust Advisors
Massachusetts
$1.05M -$11.6K -30 -1%
WCM
1538
Washburn Capital Management
Florida
$1.05M -$90.1K -232 -8%
TPWA
1539
TRUE Private Wealth Advisors
Oregon
$1.04M +$6.6K +17 +0.6%
FNB
1540
Farmers National Bank
Kentucky
$1.04M -$46.2K -119 -4%
TFA
1541
Toth Financial Advisory
Virginia
$1.04M +$388 +1 +0%
RWMG
1542
Redwood Wealth Management Group
New Jersey
$1.04M +$9.71K +25 +0.9%
LWA
1543
Lineweaver Wealth Advisors
Ohio
$1.04M +$33.4K +86 +3%
CPA
1544
Capital Planning Advisors
California
$1.04M – – –
CFA
1545
Cahill Financial Advisors
Minnesota
$1.04M +$95.5K +246 +10%
KFS
1546
Kurt F. Somerville
$1.03M -$19.4K -50 -2%
VRM
1547
Vectors Research Management
New York
$1.03M -$21.7K -56 -2%
GWM
1548
Gibbs Wealth Management
Georgia
$1.03M +$1.03M +2,662 New
GG
1549
Gleason Group
Kentucky
$1.03M +$4.27K +11 +0.4%
Harris Associates
1550
Harris Associates
Illinois
$1.03M +$302K +778 +41%
60 61
62
63 64