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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 %
MWM
1676
Marion Wealth Management
Pennsylvania
$844K +$2.33K +6 +0.3%
WFI
1677
West Family Investments
California
$839K +$194K +500 +30%
CCAM
1678
Cascades Capital Asset Management
North Carolina
$838K -$37.3K -96 -4%
KPWG
1679
KFA Private Wealth Group
Virginia
$837K -$23.7K -61 -3%
LMKC
1680
L.M. Kohn & Company
Ohio
$837K -$136K -350 -14%
MPIA
1681
Mountain Pacific Investment Advisers
Idaho
$836K +$19.4K +50 +2%
WHC
1682
Wulff, Hansen & Co
California
$833K – – –
FA
1683
Fiduciary Alliance
South Carolina
$832K +$199K +512 +31%
GWM
1684
GSB Wealth Management
Connecticut
$832K +$10.1K +26 +1%
SAF
1685
Smith Anglin Financial
Texas
$832K +$14K +36 +2%
AMBIA
1686
Allen Mooney & Barnes Investment Advisors
Georgia
$824K -$14.4K -37 -2%
PSP
1687
Principal Street Partners
Tennessee
$822K +$529K +1,363 +181%
MGWM
1688
Marks Group Wealth Management
Minnesota
$821K +$8.15K +21 +1%
MCA
1689
Martin Capital Advisors
Texas
$820K – – –
CWM
1690
Cahaba Wealth Management
Georgia
$819K -$62.5K -161 -7%
CIAS
1691
CFS Investment Advisory Services
New Jersey
$819K +$21K +54 +3%
CCWM
1692
Cassaday & Co Wealth Management
Virginia
$816K +$1.94K +5 +0.2%
HA
1693
Hamel Associates
New Jersey
$816K -$50.6K -130 -6%
WAL
1694
W Advisors LLC
Tennessee
$816K -$24.1K -62 -3%
Financial Engines Advisors
1695
Financial Engines Advisors
California
$814K +$221K +570 +37%
FAB
1696
First American Bank
Illinois
$814K -$4.66K -12 -0.6%
VC
1697
Veracity Capital
Georgia
$813K -$90.8K -234 -10%
FFB
1698
First Financial Bankshares
Texas
$812K +$52.4K +135 +7%
FFL
1699
Future Fund LLC
Illinois
$811K -$139K -357 -15%
ZIG
1700
Zullo Investment Group
Pennsylvania
$809K +$20.2K +52 +3%
66 67
68
69 70