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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 %
WF
1576
Wayfinding Financial
Washington
$994K -$4.77K -11 -0.5%
DS
1577
DRW Securities
Illinois
$994K +$411K +1,069 +71%
PWMG
1578
Prestige Wealth Management Group
New Jersey
$992K +$13.2K +34 +1%
EWM
1579
Evermay Wealth Management
Virginia
$992K +$81.5K +210 +9%
CA
1580
Cortland Associates
Missouri
$991K +$1.17K +3 +0.1%
VWM
1581
Vermillion Wealth Management
Minnesota
$989K -$184K -474 -16%
GWM
1582
Greenwich Wealth Management
Connecticut
$988K +$11.3K +29 +1%
WLIM
1583
White Lighthouse Investment Management
Massachusetts
$986K -$194K -500 -16%
CHJWM
1584
Carlton Hofferkamp & Jenks Wealth Management
Texas
$986K -$11.3K -26 -1%
SL
1585
Sentinus LLC
Illinois
$986K +$12K +31 +1%
CFO
1586
CVA Family Office
Colorado
$985K -$27.6K -71 -3%
RMCM
1587
Reynders McVeigh Capital Management
Massachusetts
$984K +$92.7K +239 +10%
WMA
1588
West Michigan Advisors
Michigan
$984K +$102K +263 +12%
TPW
1589
Talon Private Wealth
Florida
$982K +$13.2K +34 +1%
BHPW
1590
Beverly Hills Private Wealth
California
$980K -$2.72K -7 -0.3%
AL
1591
Aspiriant LLC
California
$975K -$13.2K -34 -1%
EFG
1592
Ethos Financial Group
Pennsylvania
$972K -$1.17M -3,022 -55%
SA
1593
Sovran Advisors
California
$971K +$177K +448 +22%
SGC
1594
Slocum, Gordon & Co
Rhode Island
$971K – – –
SCA
1595
Sippican Capital Advisors
Massachusetts
$971K – – –
CWA
1596
Clarus Wealth Advisors
Arizona
$970K -$39.4K -100 -4%
LCGC
1597
Legacy Capital Group California
California
$970K -$26.8K -69 -3%
BB
1598
Bell Bank
North Dakota
$967K +$347K +894 +56%
BOS
1599
Bank of Stockton
California
$966K +$58.6K +151 +6%
NG
1600
Northstar Group
New York
$965K -$38.8K -100 -4%
62 63
64
65 66