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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 %
DWM
2076
Destination Wealth Management
California
$492K +$28.3K +73 +6%
WPW
2077
Warther Private Wealth
Ohio
$492K -$146K -377 -23%
DTC
2078
Davidson Trust Company
Washington
$490K -$39.6K -102 -7%
IF
2079
Intrua Financial
Texas
$490K +$177K +457 +57%
TGAM
2080
TBH Global Asset Management
Tennessee
$490K -$108K -278 -18%
NB
2081
Northwest Bancshares
Pennsylvania
$489K – – –
IIA
2082
ICW Investment Advisors
Arizona
$489K +$32.6K +84 +7%
WKSWA
2083
White Knight Strategic Wealth Advisors
New Jersey
$488K +$26.4K +68 +6%
BAG
2084
Bridgewealth Advisory Group
California
$488K +$488K +1,257 New
MIFH
2085
Migdal Insurance & Financial Holdings
Israel
$488K -$14.8K -38 -3%
EAM
2086
Evanson Asset Management
California
$485K – – –
WPC
2087
Waters Parkerson & Co
Louisiana
$484K -$19.4K -50 -4%
LFASL
2088
Lugano Financial Advisors SA (LFA)
Switzerland
$483K – – –
RA
2089
Ransom Advisory
Rhode Island
$483K -$19.4K -50 -4%
SAM
2090
S.A. Mason
Michigan
$483K +$2.33K +6 +0.5%
ZBNA
2091
Zions Bancorporation, National Association
Utah
$482K -$8.54K -22 -2%
GP
2092
Greenline Partners
New York
$482K – – –
PJWM
2093
Philip James Wealth Mangement
Georgia
$482K +$388 +1 +0.1%
VIP
2094
Vista Investment Partners
Oklahoma
$481K -$4.21M -10,833 -90%
MCM
2095
Monarch Capital Management
Indiana
$480K – – –
CCFM
2096
Clear Creek Financial Management
Washington
$480K -$12.8K -33 -3%
CAC
2097
Core Alternative Capital
Georgia
$479K – – –
GLLW
2098
Graves Light Lenhart Wealth
Virginia
$478K +$388 +1 +0.1%
SCA
2099
Sandy Cove Advisors
Massachusetts
$478K -$34.6K -89 -7%
WFA
2100
WestHill Financial Advisors
California
$478K – – –
82 83
84
85 86