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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 %
UBV
2026
United Bank (Virginia)
Virginia
$521K -$100K -258 -16%
FFA
2027
Fi3 Financial Advisors
Indiana
$521K +$4.27K +11 +0.8%
WMA
2028
Wealth Management Associates
New Jersey
$520K +$20.6K +53 +4%
SIC
2029
SJS Investment Consulting
Ohio
$520K -$5.82K -15 -1%
RA
2030
Rockingstone Advisors
Massachusetts
$519K – – –
V
2031
VeraBank
Texas
$519K – – –
MWM
2032
McMill Wealth Management
Nebraska
$517K +$777 +2 +0.2%
AWM
2033
Accel Wealth Management
Iowa
$517K +$74.1K +191 +17%
JSL
2034
JT Stratford LLC
Georgia
$515K +$54.3K +140 +12%
BBA
2035
Braun-Bostich & Associates
Pennsylvania
$514K +$24.1K +62 +5%
IA
2036
Intellus Advisors
Florida
$513K +$28.3K +73 +6%
NLP
2037
Next Level Private
New York
$512K – – –
TBNY
2038
Trustco Bank (New York)
New York
$512K +$77.6K +200 +18%
HCM
2039
Hollencrest Capital Management
California
$512K +$43.1K +111 +9%
OPTFSNA
2040
Old Point Trust & Financial Services N A
Virginia
$511K +$38.8K +100 +8%
ICP
2041
Interchange Capital Partners
Pennsylvania
$511K -$14.8K -38 -3%
WW
2042
Westshore Wealth
California
$511K +$388 +1 +0.1%
BWM
2043
Birchcreek Wealth Management
Ohio
$510K -$1.94K -5 -0.4%
ABWM
2044
Alpine Bank Wealth Management
Colorado
$510K +$260K +670 +104%
CF
2045
Convergence Financial
Missouri
$509K +$159K +409 +45%
CFMC
2046
Curbstone Financial Management Corp
New Hampshire
$509K -$190K -490 -27%
PBF
2047
Petix & Botte Financial
California
$509K – – –
FFC
2048
First Financial Corp
Indiana
$508K – – –
SC
2049
Schulhoff & Co
Ohio
$507K – – –
GAG
2050
GM Advisory Group
New York
$506K +$506K +1,304 New
80 81
82
83 84