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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 %
PCP
1651
Proficio Capital Partners
Massachusetts
$873K +$10.1K +26 +1%
LCM
1652
LVM Capital Management
Michigan
$872K -$9.71K -25 -1%
OCM
1653
One Capital Management
California
$872K +$90.5K +233 +12%
LFA
1654
Legacy Financial Advisors
Kentucky
$869K +$32.2K +83 +4%
TC
1655
TFR Capital
Texas
$868K +$71K +183 +9%
OW
1656
Olistico Wealth
Oklahoma
$868K +$274K +705 +46%
RA
1657
Rational Advisors
New York
$867K -$126K -324 -13%
NL
1658
NVWM LLC
Pennsylvania
$867K +$7.38K +19 +0.9%
CWM
1659
Cranbrook Wealth Management
Michigan
$865K – – –
SIS
1660
Sound Income Strategies
Florida
$864K +$240K +618 +38%
WA1
1661
Wimmer Associates 1
California
$863K – – –
AIM
1662
Acropolis Investment Management
Missouri
$863K +$2.72K +7 +0.3%
CC
1663
Constitution Capital
Connecticut
$861K -$388K -1,000 -31%
IBOK
1664
Independence Bank of Kentucky
Kentucky
$859K +$16.3K +42 +2%
APW
1665
Austin Private Wealth
Texas
$856K +$31.4K +81 +4%
HWM
1666
Horizon Wealth Management
Illinois
$855K -$7.38K -19 -0.9%
PFSC
1667
Peoples Financial Services Corp
Pennsylvania
$855K -$232K -598 -21%
CTC
1668
Cetera Trust Company
Minnesota
$853K – – –
DA
1669
Doliver Advisors
Texas
$853K +$70.7K +182 +9%
QPWM
1670
Quadrant Private Wealth Management
Pennsylvania
$849K -$8.15K -21 -1%
AWM
1671
Aberdeen Wealth Management
Illinois
$847K – – –
CM
1672
Cercano Management
Washington
$846K – – –
MBTD
1673
Mechanics Bank - Trust Department
California
$846K -$27.2K -70 -3%
TSWM
1674
Tyler-Stone Wealth Management
Ohio
$846K -$777 -2 -0.1%
WCM
1675
Windsor Capital Management
Arizona
$845K -$46.6K -120 -5%
65 66
67
68 69