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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 %
AC
1551
Addison Capital
Pennsylvania
$1.03M +$120K +308 +13%
KF
1552
KKM Financial
Illinois
$1.03M -$7.21K -18 -0.7%
EBWM
1553
Eagle Bluffs Wealth Management
Missouri
$1.03M – – –
RL
1554
Rogco LP
Oklahoma
$1.03M -$92.8K -239 -8%
GIM
1555
Generali Investments Management
Slovenia
$1.03M – – –
CAM
1556
Cypress Asset Management
Texas
$1.02M – – –
WCM
1557
Winebrenner Capital Management
Kentucky
$1.02M +$54.3K +140 +6%
UWPG
1558
Ullmann Wealth Partners Group
Florida
$1.02M -$776 -2 -0.1%
YIM
1559
Yoffe Investment Management
Pennsylvania
$1.02M – – –
HVIA
1560
Hudson Valley Investment Advisors
New York
$1.02M – – –
WWA
1561
Wealth Watch Advisors
Colorado
$1.02M +$38.5K +145 +4%
KFC
1562
Klingenstein Fields & Co
New York
$1.02M – – –
SAM
1563
Synergy Asset Management
Washington
$1.02M -$47.4K -122 -4%
KA
1564
Klingman & Associates
New York
$1.02M +$394K +1,016 +63%
IFU
1565
iSAM Funds (UK)
United Kingdom
$1.02M +$1.02M +2,619 New
BLC
1566
Brown, Lisle/Cummings
Rhode Island
$1.02M – – –
SWA
1567
Sax Wealth Advisors
New Jersey
$1.02M +$21.4K +55 +2%
PWM
1568
Palumbo Wealth Management
New York
$1.02M +$776 +2 +0.1%
CFM
1569
Catalyst Funds Management
Australia
$1.01M -$458K -1,180 -31%
PCMK
1570
Paragon Capital Management (Kansas)
Kansas
$1.01M +$1.01M +2,600 New
AC
1571
AlphaCore Capital
California
$1.01M +$303K +780 +43%
BA
1572
Bridgewater Advisors
New York
$1.01M +$42.1K +98 +4%
HWA
1573
Heritage Wealth Advisors
Virginia
$997K – – –
EPIM
1574
Evelyn Partners Investment Management
$996K +$265K +2,172 +36%
AP
1575
Atwood & Palmer
Missouri
$996K – – –
61 62
63
64 65