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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 %
CF
1876
Claris Financial
Virginia
$642K +$191K +492 +42%
PA
1877
PSI Advisors
Florida
$642K -$88.1K -227 -12%
RDWM
1878
Red Door Wealth Management
Tennessee
$640K -$148K -380 -19%
WMWM
1879
Whitaker-Myers Wealth Managers
Ohio
$640K +$89.7K +231 +16%
TWM
1880
Tripletail Wealth Management
Florida
$639K +$639K +1,567 New
KWM
1881
Kaydan Wealth Management
Michigan
$638K -$13.2K -34 -2%
SFO
1882
Stokes Family Office
Louisiana
$638K -$9.71K -25 -1%
AHL
1883
Abel Hall LLC
Louisiana
$637K +$637K +1,641 New
SAG
1884
SageView Advisory Group
California
$636K +$39K +90 +7%
RIP
1885
Reliant Investment Partners
North Carolina
$635K -$13.2K -34 -2%
LSWP
1886
Liberty Square Wealth Partners
Pennsylvania
$635K – – –
CBA
1887
Coastal Bridge Advisors
Connecticut
$634K +$6.99K +18 +1%
RZH
1888
Relyea Zuckerberg Hanson
Connecticut
$634K -$19K -49 -3%
FFG
1889
Frisch Financial Group
New York
$632K -$5.05K -13 -0.8%
GAM
1890
Gould Asset Management
California
$631K -$11.6K -30 -2%
CSA
1891
Cornerstone Select Advisors
Missouri
$629K -$31.1K -80 -5%
ARG
1892
Advisory Resource Group
Oklahoma
$628K -$8.15K -21 -1%
JWM
1893
Jeppson Wealth Management
California
$628K -$388 -1 -0.1%
WWM
1894
Wagner Wealth Management
South Carolina
$627K +$287K +738 +84%
LC
1895
LCNB Corp
Ohio
$626K -$132K -339 -17%
OFS
1896
Orrstown Financial Services
Pennsylvania
$625K -$305K -785 -33%
NRC
1897
New Republic Capital
North Carolina
$625K -$6.99K -18 -1%
CWM
1898
Challenger Wealth Management
California
$624K +$2.72K +7 +0.4%
TA
1899
TFB Advisors
Kansas
$624K +$38K +98 +6%
VBFG
1900
Vishria Bird Financial Group
Tennessee
$624K – – –
74 75
76
77 78