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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 %
SIA
1926
SeaBridge Investment Advisors
New Jersey
$608K – – –
VPP
1927
Vertex Planning Partners
Illinois
$607K +$4.27K +11 +0.7%
RAM
1928
Readystate Asset Management
Illinois
$607K +$607K +1,564 New
VFG
1929
Victory Financial Group
Texas
$606K +$325K +836 +115%
AC
1930
AXQ Capital
New Jersey
$606K +$217K +559 +56%
CAL
1931
Capital Analysts LLC
Pennsylvania
$605K +$30.7K +79 +5%
RFA
1932
Reyes Financial Architecture
California
$603K +$92.8K +239 +18%
ACM
1933
Arcataur Capital Management
Wisconsin
$603K – – –
LW
1934
Linscomb Wealth
Texas
$603K +$14.8K +38 +3%
MHR
1935
Matthew Hamilton Rosenberg
$602K +$54K +139 +10%
LTI
1936
Laffer Tengler Investments
Tennessee
$602K +$248K +639 +70%
QFA
1937
Quantum Financial Advisors
California
$602K – – –
SEIA
1938
Signature Estate & Investment Advisors
California
$600K -$51.6K -133 -8%
SIM
1939
Sentry Investment Management
Wisconsin
$599K – – –
PFW
1940
Petros Family Wealth
Minnesota
$599K +$56.3K +145 +10%
SA
1941
SAM Advisors
California
$598K – – –
ACA
1942
Affinity Capital Advisors
California
$598K +$1.55K +4 +0.3%
LA
1943
LVW Advisors
New York
$597K -$236K -608 -28%
TA
1944
Tectonic Advisors
Texas
$596K +$2.33K +6 +0.4%
MA
1945
McBroom & Associates
Nevada
$596K – – –
SEM
1946
Strategic Equity Management
Arizona
$592K – – –
MWS
1947
MFA Wealth Services
California
$591K +$388 +1 +0.1%
AW
1948
Alteri Wealth
California
$591K +$14.4K +37 +2%
SWA
1949
SFMG Wealth Advisors
Texas
$583K -$91.2K -235 -14%
XT
1950
XTX Topco
Cayman Islands
$582K -$879K -2,263 -60%
76 77
78
79 80