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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 %
MAM
1701
Milestone Asset Management
Pennsylvania
$808K +$276K +712 +52%
SCP
1702
Sender Company & Partners
New York
$807K +$807K +2,078 New
TFO
1703
Tarbox Family Office
California
$806K +$3.49K +9 +0.4%
OWP
1704
Obermeyer Wealth Partners
Colorado
$806K +$41.5K +107 +5%
SIC
1705
Sage Investment Counsel
Tennessee
$805K +$388 +1 +0%
FPW
1706
Fairvoy Private Wealth
Alabama
$804K -$15.9K -41 -2%
MW
1707
MBL Wealth
North Carolina
$804K +$35.7K +92 +5%
DCM
1708
Dudley Capital Management
Virginia
$803K -$5.44K -14 -0.7%
FCFC
1709
First Commonwealth Financial Corp
Pennsylvania
$803K – – –
AHC
1710
Adell Harriman & Carpenter
Texas
$801K -$16.7K -43 -2%
BFA
1711
Beacon Financial Advisory
Ohio
$801K +$33K +85 +4%
SIC
1712
Shoker Investment Counsel
Ohio
$801K +$25.6K +66 +3%
MSCM
1713
McElhenny Sheffield Capital Management
Texas
$800K – – –
AA
1714
AF Advisors
California
$800K – – –
CB
1715
Cadence Bank
Mississippi
$800K -$2.72K -7 -0.3%
IB
1716
Intrust Bank
Kansas
$799K -$27.2K -70 -3%
PFG
1717
Prosperity Financial Group
California
$798K -$27.6K -71 -3%
FFG
1718
Fortem Financial Group
California
$795K -$57.1K -147 -7%
WAG
1719
Winthrop Advisory Group
Massachusetts
$794K +$11.6K +30 +1%
SIA
1720
Soltis Investment Advisors
Utah
$793K +$180K +465 +29%
LSIA
1721
LaSalle St. Investment Advisors
Illinois
$792K -$79.2K -204 -9%
6F
1722
626 Financial
Michigan
$789K – – –
NCM
1723
NCM Capital Management
New Jersey
$788K – – –
PMWMG
1724
Parr McKnight Wealth Management Group
Minnesota
$786K +$1.17K +3 +0.1%
TTWM
1725
TCV Trust & Wealth Management
Virginia
$786K +$2.33K +6 +0.3%
67 68
69
70 71