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Caterpillar
CAT

Overview Fund Activity

2,965 hedge funds and large institutions have $128B 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 %
FNC
2001
First National Corp
Massachusetts
$541K – – –
4A
2002
4Wealth Advisors
Illinois
$540K -$3.88K -10 -0.7%
MSE
2003
MUFG Securities EMEA
United Kingdom
$540K +$540K +1,390 New
AW
2004
Apricus Wealth
South Carolina
$539K – – –
AF
2005
Apollon Financial
South Carolina
$538K -$7.38K -19 -1%
MCM
2006
Mengis Capital Management
Oregon
$538K -$388 -1 -0.1%
BTWM
2007
Baker Tilly Wealth Management
Wisconsin
$537K +$53.6K +138 +11%
MAG
2008
MRA Advisory Group
New Jersey
$537K – – –
FC
2009
FCA Corp
Texas
$537K +$226K +582 +73%
JC
2010
JB Capital
Connecticut
$536K +$180K +463 +50%
PA
2011
Planning Alternatives
Michigan
$533K +$2.72K +7 +0.5%
CAWM
2012
Capital Advisors Wealth Management
Washington
$533K +$17.9K +46 +3%
CCA
2013
Carrera Capital Advisors
Michigan
$532K -$8.93K -23 -2%
TWM
2014
Tumwater Wealth Management
Idaho
$531K +$19.8K +51 +4%
PCI
2015
Planning Center Inc
Illinois
$531K +$17.1K +44 +3%
BWS
2016
Buck Wealth Strategies
Colorado
$530K -$673K -1,733 -56%
TW
2017
Traveka Wealth
California
$529K +$57.5K +148 +12%
SWM
2018
Sendero Wealth Management
Texas
$527K +$2.33K +6 +0.4%
EFSCE
2019
Enterprise Financial Services Corp (EFSC)
Missouri
$526K -$8.54K -22 -2%
TSS
2020
Thomas Story & Son
Indiana
$524K – – –
FPF
2021
First Pacific Financial
Washington
$524K +$15.9K +41 +3%
BOSSRA
2022
B.O.S.S. Retirement Advisors
Utah
$523K +$523K +1,348 New
WC
2023
Waterloo Capital
Texas
$523K +$117K +301 +29%
CFC
2024
Coyle Financial Counsel
Illinois
$523K -$776 -2 -0.1%
SAW
2025
Signal Advisors Wealth
Michigan
$522K -$1.13M -2,905 -68%
79 80
81
82 83