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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 %
SCA
1851
Stonebridge Capital Advisors
Minnesota
$656K -$33K -85 -5%
AP
1852
Appleton Partners
Massachusetts
$655K -$31.4K -81 -5%
WC
1853
Woodstock Corp
Massachusetts
$655K -$135K -348 -17%
CBB
1854
Citizens Business Bank
California
$655K +$13.6K +35 +2%
AIM
1855
Athena Investment Management
California
$654K – – –
TAM
1856
Townsend Asset Management
North Carolina
$653K -$129K -333 -17%
IAS
1857
Investment Advisory Services
Texas
$653K +$127K +328 +24%
ABTD
1858
Arvest Bank Trust Division
Oklahoma
$653K -$24.5K -63 -4%
DI
1859
Disciplined Investors
Texas
$652K +$7.76K +20 +1%
ZI
1860
ZEGA Investments
Florida
$651K -$160K -411 -20%
ESBC
1861
E.S. Barr & Co
Kentucky
$650K -$48.5K -125 -7%
HTIM
1862
Harbour Trust & Investment Management
Indiana
$650K – – –
BMCM
1863
Bryn Mawr Capital Management
Pennsylvania
$650K +$96.7K +249 +17%
CLP
1864
Charis Legacy Partners
Texas
$648K – – –
RIA
1865
Regal Investment Advisors
Michigan
$648K +$7.76K +20 +1%
BIA
1866
Bigelow Investment Advisors
Maine
$648K +$18.2K +47 +3%
NG
1867
Novem Group
New York
$647K -$54.7K -141 -8%
RWA
1868
Redhawk Wealth Advisors
Minnesota
$646K +$20.6K +53 +3%
HCM
1869
Hilton Capital Management
New York
$646K – – –
OC
1870
Opinicus Capital
Florida
$645K +$400K +1,030 +163%
RCA
1871
Ranch Capital Advisors
Florida
$644K +$776 +2 +0.1%
SM
1872
Sweeney & Michel
California
$644K +$812 +2 +0.1%
ODA
1873
One Degree Advisors
California
$644K +$15.1K +39 +2%
CT
1874
Chicago Trust
Illinois
$643K +$268K +691 +72%
KA
1875
Kozak & Associates
Colorado
$643K +$2.41K +6 +0.4%
73 74
75
76 77