CAT icon

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 %
FF
2051
Friday Financial
Iowa
$506K +$506K +1,303 New
OL
2052
OneFund LLC
Florida
$505K -$6.98K -18 -1%
PL
2053
Perpetual Ltd
Australia
$505K -$155K -400 -24%
RSVP
2054
Ramsay Stattman Vela & Price
Colorado
$505K -$3.49K -9 -0.7%
IPAM
2055
ICICI Prudential Asset Management
India
$505K +$505K +1,300 New
DIA
2056
Davidson Investment Advisors
Montana
$504K +$39.6K +102 +9%
LWL
2057
Leo Wealth LLC
Texas
$504K +$504K +1,299 New
DWM
2058
Daner Wealth Management
Georgia
$504K +$504K +1,221 New
BWM
2059
Baron Wealth Management
Michigan
$504K -$8.54K -22 -2%
VAM
2060
Verity Asset Management
North Carolina
$503K -$344K -887 -41%
HP
2061
Haven Private
Florida
$503K +$503K +1,295 New
RWB
2062
RMR Wealth Builders
New Jersey
$502K -$92K -237 -16%
GSIAS
2063
Garden State Investment Advisory Services
New Jersey
$501K +$17.1K +44 +4%
BCMLT
2064
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K -$87.4K -225 -15%
EFP
2065
Elser Financial Planning
Indiana
$501K -$13.6K -35 -3%
MA
2066
MCF Advisors
Kentucky
$500K -$776 -2 -0.2%
BSB
2067
Bangor Savings Bank
Maine
$498K +$13.6K +35 +3%
RA
2068
Rise Advisors
New York
$497K -$20.6K -53 -4%
FA
2069
FSA Advisors
Michigan
$497K -$120K -310 -19%
OLA
2070
Oliver Luxxe Assets
New Jersey
$497K -$11.6K -30 -2%
CWMP
2071
Clarion Wealth Managment Partners
Virginia
$496K +$496K +1,278 New
DJYG
2072
David J. Yvars Group
Florida
$496K +$496K +1,278 New
JMFC
2073
J.M. Forbes & Co
Massachusetts
$496K -$122K -314 -20%
AFT
2074
Alpha Family Trust
California
$493K – – –
SB
2075
Sunflower Bank
Texas
$492K -$33.8K -87 -6%
81 82
83
84 85