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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 %
FI
1951
Fractal Investments
Connecticut
$582K – – –
RC
1952
RBO & Co
California
$582K – – –
CCM
1953
Chickasaw Capital Management
Tennessee
$582K – – –
CFCI
1954
Comprehensive Financial Consultants Institutional
Indiana
$581K +$5.05K +13 +0.9%
CT
1955
Clearstead Trust
Maine
$580K -$82.3K -212 -12%
GS
1956
GWN Securities
Florida
$578K -$7.17M -18,374 -93%
EAM
1957
Empirical Asset Management
Massachusetts
$576K -$8.54K -22 -1%
PWM
1958
PBMares Wealth Management
Virginia
$575K -$25.2K -65 -4%
AL
1959
ACAS LLC
California
$574K +$4.96K +12 +0.9%
LCM
1960
Leisure Capital Management
California
$574K – – –
LCM
1961
Lazari Capital Management
California
$573K +$1.17K +3 +0.2%
BAM
1962
Blueshift Asset Management
New Jersey
$573K -$511K -1,316 -47%
CH
1963
Cromwell Holdings
Wyoming
$573K – – –
APW
1964
Acima Private Wealth
Virginia
$572K – – –
KOC
1965
Koss-Olinger Consulting
Florida
$570K -$1.55K -4 -0.3%
SCI
1966
Silver Coast Investments
United States
$570K +$147K +379 +35%
WPA
1967
West Paces Advisors
Georgia
$570K – – –
SPC
1968
Spirepoint Private Client
Florida
$570K +$4.27K +11 +0.8%
HBT
1969
Hills Bank & Trust
Iowa
$570K +$84.6K +218 +17%
HC
1970
Hara Capital
Washington
$569K – – –
MAM
1971
Morse Asset Management
Connecticut
$568K -$3.88K -10 -0.7%
MCP
1972
Mirador Capital Partners
California
$567K – – –
AGC
1973
Aspen Grove Capital
Colorado
$564K +$304K +784 +117%
PFG
1974
Pinnacle Financial Group
Illinois
$563K +$85K +219 +18%
IA
1975
Insight Advisors
Pennsylvania
$562K +$776 +2 +0.1%
77 78
79
80 81