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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 %
OWA
1776
Opal Wealth Advisors
New York
$732K +$69.9K +180 +11%
CWM
1777
Centurion Wealth Management
Virginia
$731K +$28.3K +73 +4%
CAM
1778
Carret Asset Management
New York
$730K -$3.88K -10 -0.5%
ACM
1779
AlphaStar Capital Management
North Carolina
$730K +$730K +1,880 New
GAMC
1780
Garner Asset Management Corp
Texas
$727K -$162K -417 -18%
ML
1781
McAdam LLC
Pennsylvania
$727K +$11.3K +29 +2%
PWM
1782
Pines Wealth Management
North Carolina
$726K +$116K +292 +19%
FWP
1783
Firethorn Wealth Partners
Georgia
$725K +$388 +1 +0.1%
CIP
1784
Capital Insight Partners
Arizona
$725K -$19.4K -50 -3%
CPSAC
1785
Chas P. Smith & Associates (CPS)
Florida
$725K -$5.05K -13 -0.7%
BWP
1786
Baldwin Wealth Partners
Massachusetts
$725K -$34.2K -88 -5%
PCA
1787
Purkiss Capital Advisors
Connecticut
$724K +$58.2K +150 +9%
VHAM
1788
Van Hulzen Asset Management
California
$724K +$161K +415 +29%
DMBA
1789
Deseret Mutual Benefit Administrators
Utah
$722K – – –
GKWIM
1790
Gerber Kawasaki Wealth & Investment Management
California
$721K +$139K +358 +24%
PP
1791
Pacifica Partners
Canada
$718K +$24.6K +64 +4%
CF
1792
Copperwynd Financial
Arizona
$718K -$254K -655 -26%
Fiera Capital (Canada)
1793
Fiera Capital (Canada)
Quebec, Canada
$716K +$716K +1,845 New
SFS
1794
Summit Financial Strategies
Ohio
$716K -$12.8K -33 -2%
WP
1795
Westmount Partners
California
$713K +$1.55K +4 +0.2%
RCM
1796
Raleigh Capital Management
North Carolina
$713K -$33K -85 -4%
VC
1797
Vicus Capital
Pennsylvania
$713K +$110K +283 +18%
WFMPM
1798
Woodley Farra Manion Portfolio Management
Indiana
$710K -$35.7K -92 -5%
ICP
1799
Impact Capital Partners
Colorado
$708K +$38K +98 +6%
OWM
1800
OneAscent Wealth Management
Alabama
$707K +$57.5K +148 +9%
70 71
72
73 74