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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 %
PAA
1751
Peregrine Asset Advisers
Oregon
$763K -$4.93M -12,689 -87%
DG
1752
DMC Group
Alabama
$763K -$265K -683 -26%
BWL
1753
Bogart Wealth LLC
Virginia
$760K -$10.6M -27,291 -93%
CAM
1754
Close Asset Management
United Kingdom
$759K -$8.15K -21 -1%
SIAP
1755
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$757K +$40.8K +105 +6%
FBB
1756
Fulton Breakefield Broenniman
Maryland
$756K +$36.1K +93 +5%
IWA
1757
Icon Wealth Advisors
Texas
$755K +$44.6K +115 +6%
CCA
1758
Childress Capital Advisors
Texas
$754K +$349K +898 +86%
IC
1759
Inscription Capital
Texas
$754K -$695K -1,791 -48%
GAA
1760
Guardian Asset Advisors
Pennsylvania
$751K -$2.33K -6 -0.3%
HGWM
1761
Horst & Graben Wealth Management
Oregon
$751K -$3.11K -8 -0.4%
WA
1762
Wealth Alliance
New York
$750K +$119K +307 +19%
FFG
1763
Fiduciary Financial Group
California
$748K +$335K +857 +81%
TPA
1764
Trivium Point Advisory
Connecticut
$748K +$427K +1,099 +133%
MSR
1765
Main Street Research
Connecticut
$748K -$37.5M -96,636 -98%
BFC
1766
Bedel Financial Consulting
Indiana
$747K -$9.71K -25 -1%
PFGIA
1767
Patriot Financial Group Insurance Agency
Massachusetts
$745K +$4.27K +11 +0.6%
CMTU
1768
Capital Markets Trading (UK)
United Kingdom
$743K +$743K +1,914 New
BCG
1769
Breakwater Capital Group
New Jersey
$743K +$28.3K +73 +4%
TWM
1770
Thrive Wealth Management
Pennsylvania
$739K +$5.82K +15 +0.8%
LJHT
1771
Laurie J. Hall Trustee
$739K -$322K -830 -30%
BAM
1772
Bosun Asset Management
Illinois
$738K -$57.8K -149 -7%
FMTC
1773
Farmers & Merchants Trust Company
California
$736K +$736K +1,897 New
BWA
1774
BlueSky Wealth Advisors
North Carolina
$734K -$20.2K -52 -3%
JCM
1775
J2 Capital Management
Michigan
$734K +$259K +667 +55%
69 70
71
72 73