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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 %
LF
1826
LifeSteps Financial
California
$677K +$3.88K +10 +0.6%
IC
1827
Iconiq Capital
California
$675K +$104K +269 +18%
CA
1828
Cornerstone Advisory
Maryland
$675K +$15.1K +39 +2%
LI
1829
Lafayette Investments
Maryland
$674K – – –
LC
1830
Landaas & Company
Wisconsin
$673K +$102K +263 +18%
CS
1831
Capital Square
Tennessee
$671K -$406 -1 -0.1%
AWP
1832
Abacus Wealth Partners
California
$671K +$18.2K +47 +3%
DIP
1833
Davis Investment Partners
North Carolina
$671K -$152K -390 -19%
OPPS
1834
Obsidian Personal Planning Solutions
Maryland
$670K +$43.5K +112 +7%
CA
1835
Continuum Advisory
Idaho
$669K +$144K +370 +27%
MYIA
1836
Mount Yale Investment Advisors
Colorado
$669K -$6.21K -16 -0.9%
FWI
1837
Facet Wealth Inc
Maryland
$667K +$159K +362 +31%
SMWM
1838
Silvia McColl Wealth Management
California
$667K -$13.6K -35 -2%
CCM
1839
Check Capital Management
California
$667K – – –
AI
1840
Accredited Investors
Minnesota
$666K -$222K -571 -25%
SFSG
1841
Sound Financial Strategies Group
Mississippi
$666K -$181K -466 -21%
THCM
1842
Taylor Hoffman Capital Management
Virginia
$664K – – –
WQ
1843
Wealth Quarterback
New Jersey
$662K -$20.6K -53 -3%
TFA
1844
Trinity Financial Advisors
Ohio
$660K – – –
IQI
1845
Integrated Quantitative Investments
Washington
$660K +$660K +1,700 New
PIA
1846
Perennial Investment Advisors
California
$660K +$184K +475 +39%
RFA
1847
ROI Financial Advisors
Oregon
$659K +$26.8K +69 +4%
OFP
1848
OFC Financial Planning
New Jersey
$658K – – –
DWM
1849
Diversify Wealth Management
Utah
$658K -$61.5K -149 -9%
YIA
1850
YHB Investment Advisors
Connecticut
$658K +$776 +2 +0.1%
72 73
74
75 76