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 %
API
2101
Asset Planning Inc
California
$478K +$55.5K +143 +13%
KCM
2102
Kornitzer Capital Management
Kansas
$477K -$8.54K -22 -2%
GF
2103
Gries Financial
Ohio
$472K +$6.99K +18 +2%
TSMHT
2104
Thurston Springer Miller Herd & Titak
Indiana
$472K +$11.3K +29 +2%
SSW
2105
Smith Shellnut Wilson
Mississippi
$472K -$137K -354 -23%
RCG
2106
Regatta Capital Group
California
$470K -$3.49K -9 -0.7%
MFS
2107
Miller Financial Services
Michigan
$470K -$2.72K -7 -0.6%
MFG
2108
Monte Financial Group
Connecticut
$469K – – –
MWM
2109
Mindset Wealth Management
Indiana
$467K +$776 +2 +0.2%
TWP
2110
Tower Wealth Partners
Pennsylvania
$467K +$32.6K +84 +8%
CWA
2111
CJM Wealth Advisers
Virginia
$467K +$388 +1 +0.1%
MCM
2112
M1 Capital Management
Michigan
$466K -$62.5K -161 -12%
FBC
2113
Fairfield, Bush & Co
Connecticut
$466K – – –
MJRIC
2114
Mogy Joel R Investment Counsel
California
$466K – – –
FOA
2115
Five Oceans Advisors
California
$466K +$776 +2 +0.2%
IIC
2116
Integrated Investment Consultants
Michigan
$465K -$1.94K -5 -0.4%
GHAM
2117
Gilman Hill Asset Management
Connecticut
$465K – – –
NFC
2118
Northstar Financial Companies
Pennsylvania
$464K -$16.7K -43 -3%
MFP
2119
Meridian Financial Partners
Virginia
$464K – – –
AA
2120
Acorns Advisers
California
$464K +$72.2K +186 +18%
FPWM
2121
FSB Premier Wealth Management
Iowa
$463K +$9.71K +25 +2%
KFS
2122
Kaizen Financial Strategies
California
$462K -$95.1K -245 -17%
LAMC
2123
Longview Asset Management (California)
California
$462K – – –
BTW
2124
Boston Trust Walden
Massachusetts
$462K -$5.82K -15 -1%
FWM
2125
Fingerlakes Wealth Management
New York
$461K +$1.55K +4 +0.3%
83 84
85
86 87