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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 %
CA
1601
Calton & Associates
Florida
$965K +$965K +2,485 New
EW
1602
Elyxium Wealth
California
$964K +$21.4K +55 +2%
MCA
1603
MSH Capital Advisors
Arizona
$962K +$157K +405 +20%
RCA
1604
Resonant Capital Advisors
Wisconsin
$961K +$260K +670 +37%
HIA
1605
Harbor Investment Advisory
Maryland
$958K -$59K -152 -6%
TPCW
1606
TD Private Client Wealth
New York
$956K -$216K -557 -18%
CAM
1607
Cidel Asset Management
Ontario, Canada
$956K +$25.6K +66 +3%
BWA
1608
Bordeaux Wealth Advisors
California
$953K -$12.8K -33 -1%
SAM
1609
Seelaus Asset Management
New Jersey
$952K – – –
SAM
1610
Sompo Asset Management
Japan
$951K +$11.6K +30 +1%
UAS
1611
United Asset Strategies
New York
$947K +$125K +323 +15%
AWA
1612
Arbor Wealth Advisors
Michigan
$946K – – –
TAM
1613
Trillium Asset Management
Massachusetts
$945K – – –
BWM
1614
BCS Wealth Management
Tennessee
$945K +$132K +339 +16%
AWM
1615
Accredited Wealth Management
Kentucky
$940K – – –
RW
1616
REDW Wealth
New Mexico
$939K – – –
PHIC
1617
Pine Haven Investment Counsel
Massachusetts
$938K -$3.49K -9 -0.4%
BAM
1618
Belpointe Asset Management
Nevada
$938K +$73.4K +189 +8%
BWP
1619
BSW Wealth Partners
Colorado
$937K -$4.27K -11 -0.5%
AA
1620
Addison Advisors
Vermont
$928K +$74.5K +192 +9%
AA
1621
Alta Advisers
United Kingdom
$928K – – –
MJP
1622
Michael J. Puzo
$928K -$38.8K -100 -4%
AAG
1623
Armstrong Advisory Group
Massachusetts
$925K -$20.2K -52 -2%
CI Investments Inc
1624
CI Investments Inc
Ontario, Canada
$921K -$5.05K -13 -0.5%
GAM
1625
Grandview Asset Management
Pennsylvania
$918K -$8.54K -22 -0.9%
63 64
65
66 67