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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 %
WOSD
1626
WFA of San Diego
California
$917K +$917K +2,361 New
CPW
1627
Cove Private Wealth
New York
$916K +$273K +704 +43%
ACGA
1628
Atlanta Consulting Group Advisors
Georgia
$910K – – –
EGA
1629
E&G Advisors
Texas
$909K – – –
RPCONE
1630
Retirement Planning Company of New England
Rhode Island
$908K +$1.17K +3 +0.1%
SI
1631
Saxon Interests
Texas
$907K – – –
LC
1632
Lincoln Capital
Nebraska
$905K +$905K +2,334 New
Tudor Investment Corp
1633
Tudor Investment Corp
Connecticut
$901K -$4.11M -10,580 -82%
LA
1634
Latitude Advisors
Florida
$898K +$108K +278 +14%
AIC
1635
Archer Investment Corporation
Indiana
$898K +$2.72K +7 +0.3%
BFA
1636
Bill Few Associates
Pennsylvania
$898K +$53.2K +137 +6%
GWM
1637
Guardian Wealth Management
Illinois
$897K -$1.94K -5 -0.2%
1WA
1638
180 Wealth Advisors
Washington
$896K -$14K -36 -2%
HAIM
1639
Hunter Associates Investment Management
Pennsylvania
$894K +$389 +1 +0%
PTP
1640
Platform Technology Partners
New York
$893K – – –
NSAM
1641
North Star Asset Management
Wisconsin
$892K -$18.6K -48 -2%
GIA
1642
GHP Investment Advisors
Colorado
$888K – – –
CNTOF
1643
Canandaigua National Trust of Florida
New York
$883K +$883K +2,275 New
FG
1644
Fiduciary Group
Georgia
$882K – – –
MIC
1645
Means Investment Company
Maine
$882K -$8.15K -21 -0.9%
GB
1646
Goepper Burkhardt
South Carolina
$880K +$41.5K +107 +5%
CA
1647
Capital Advantage
California
$879K -$41.5K -107 -5%
YP
1648
YANKCOM Partnership
South Dakota
$878K +$33K +85 +4%
KAS
1649
KPP Advisory Services
Kentucky
$877K +$28.7K +74 +3%
OHWA
1650
Oak Hill Wealth Advisors
Virginia
$875K +$98.6K +250 +13%
64 65
66
67 68