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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 %
FA
1801
Fagan Associates
New York
$707K -$29.1K -75 -4%
SIA
1802
Strategic Investment Advisors
Michigan
$705K +$46.6K +120 +7%
MWP
1803
Meriwether Wealth & Planning
Louisiana
$705K -$1.17K -3 -0.2%
AFC
1804
AFT Forsyth & Company
Florida
$705K – – –
CAS
1805
CTC Alternative Strategies
Illinois
$703K +$703K +1,810 New
LAM
1806
Lakewood Asset Management
Illinois
$700K +$777 +2 +0.1%
WFAG
1807
Worth Financial Advisory Group
North Carolina
$700K -$72.6K -187 -9%
AWM
1808
Aprio Wealth Management
Georgia
$699K -$61.4K -158 -8%
VCM
1809
Violich Capital Management
California
$699K +$699K +1,800 New
PWM
1810
Paulson Wealth Management
Illinois
$696K -$32.2K -83 -4%
OCBCO
1811
Oversea-Chinese Banking Corp (OCBC)
Singapore
$696K -$428K -1,110 -38%
OA
1812
Operose Advisors
Wisconsin
$695K +$1.55K +4 +0.2%
BWM
1813
Benchmark Wealth Management
Connecticut
$694K +$388 +1 +0.1%
LA
1814
Lakeside Advisors
Washington
$693K – – –
TA
1815
TFG Advisers
Michigan
$693K +$776 +2 +0.1%
TFG
1816
Taylor Financial Group
Virginia
$691K -$10.1K -26 -1%
SMH
1817
Sanders Morris Harris
Texas
$689K – – –
MAWCM
1818
Mine & Arao Wealth Creation & Management
California
$689K +$1.55K +4 +0.2%
LWM
1819
Lakeridge Wealth Management
Ohio
$688K +$388 +1 +0.1%
USB
1820
Union Savings Bank
Connecticut
$686K -$39.9K -91 -5%
MP
1821
Moment Partners
California
$683K – – –
B
1822
Bensler
Washington
$682K -$15.9K -41 -2%
GBT
1823
Grove Bank & Trust
Florida
$680K -$13.6K -35 -2%
RMAM
1824
Raab & Moskowitz Asset Management
New Jersey
$678K +$3.88K +10 +0.6%
AIC
1825
Argus Investors Counsel
New York
$677K – – –
71 72
73
74 75