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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 %
PBK
1901
Peoples Bank (Kansas)
Kansas
$622K – – –
CHA
1902
Cooper/Haims Advisors
New York
$622K -$13.6K -35 -2%
CNB
1903
Camden National Bank
Maine
$621K -$6.21K -16 -1%
WMG
1904
WESCAP Management Group
California
$621K – – –
PPA
1905
Pacific Point Advisors
California
$621K – – –
CBUSF
1906
Construction & Building Unions Superannuation Fund
Australia
$621K – – –
PWP
1907
Pursue Wealth Partners
California
$621K – – –
MCP
1908
Militia Capital Partners
Nevada
$621K +$621K +1,600 New
BEAM
1909
Baker Ellis Asset Management
Washington
$620K – – –
CPC
1910
Congress Park Capital
New York
$619K +$146K +375 +31%
WA
1911
WealthTrust Axiom
Pennsylvania
$619K -$6.99K -18 -1%
EA
1912
Everpar Advisors
Oklahoma
$619K +$79.2K +204 +15%
SFG
1913
Stonebridge Financial Group
Pennsylvania
$618K +$12K +31 +2%
MSF
1914
Mustard Seed Financial
Arkansas
$618K – – –
QC
1915
Quent Capital
New York
$618K +$15.9K +41 +3%
MGAM
1916
McGowan Group Asset Management
Texas
$617K +$776 +2 +0.1%
SPL
1917
Smart Portfolios LLC
Washington
$616K -$5.82K -15 -0.9%
KBFS
1918
Kohmann Bosshard Financial Services
Ohio
$614K – – –
COCM
1919
Charter Oak Capital Management
New Hampshire
$614K -$73.8K -190 -11%
KWS
1920
Keystone Wealth Services
California
$614K +$2.33K +6 +0.4%
AG
1921
AmeriFlex Group
Nevada
$613K -$1.08M -2,826 -64%
CCC
1922
Compass Capital Corp
Massachusetts
$613K +$176K +432 +40%
TCG
1923
Transcendent Capital Group
Oklahoma
$613K +$613K +1,578 New
VAG
1924
VisionPoint Advisory Group
Texas
$612K +$87.3K +225 +17%
MCWA
1925
Meadow Creek Wealth Advisors
Georgia
$611K -$13.6K -35 -2%
75 76
77
78 79